Training for Teachers

Proprietary and Confidential1

Working with SkillzSkillz contains various modules to meet the needs of the Users who would interact with the system to create and/or manage Skillset Groups, Skillsets, Reports, Pending Approvals, Individual Skillsets and Resume Updation, Security, Training etc.

Skillz contains various modules to meet the needs of the Users who would interact with the system to create and/or manage Skillset Groups, Skillsets, Reports, Pending Approvals, Individual Skillsets and Resume Updation, Security, Training etc.

SKILLZSKILLZ

Add/Edit/Delete

Skillset Group

Add/Edit/Delete

Skillset Group

Add/Edit/DeleteSkillset

Add/Edit/DeleteSkillset

Actual Skillsets

Desired Skillsets

Skillsets Training

Actual Skillsets

Desired Skillsets

Skillsets Training

AvailableReports

AvailableReports

Desired Skillsets

Actual Skillsets

Skillsets Training

Training History

Profile

Desired Skillsets

Actual Skillsets

Skillsets Training

Training History

Profile

Edit/Save/UploadResume

Edit/Save/UploadResume

Add/Edit/Delete Skillz User

Add/Edit/Delete Skillz User Group

Add/Edit/Delete Roles

Assign Roles

Add/Edit/Delete Skillz User

Add/Edit/Delete Skillz User Group

Add/Edit/Delete Roles

Assign Roles

ManageManageSkillsetsSkillsetsGroupsGroups

ManageManageSkillsetsSkillsetsGroupsGroups

ManageManageSkillsetsSkillsetsManageManageSkillsetsSkillsets ReportsReportsReportsReports

ManageManageYourYour

SkillsetsSkillsets


SkillsetsSkillsets


ResumeResume


ResumeResume

ManageManageSecuritySecurityManageManageSecuritySecurity

ManageManagePendingPending

ApprovalsApprovals

ManageManagePendingPending

ApprovalsApprovals

Add/Edit/Delete Track

Add/Edit/Delete Course

Add/Edit/Delete Module

Add/Edit/Delete Training Schedule

Add/Edit/Delete Track

Add/Edit/Delete Course

Add/Edit/Delete Module

Add/Edit/Delete Training Schedule

ManageManageTrainingTrainingManageManageTrainingTraining

DashboardDashboardDashboardDashboard


Skillz ModulesSkillz is very flexible and highly configurable. The attributes related to an option item in the left navigation menu can be configured to meet the needs of the organization and match with the workflow pattern as needed. The options available to Create and/or Manage items in the left navigation are:

Skillset Groups allows the addition, modification and deletion of a skillset group as required. A skillset group contains a set of related skillsets

Skillsets allows the addition, modification and deletion of a skillset as required. A certain set of skills are categorized under a parent skillsets group

Available set of Reports for Management Information

Pending Approvals allows managing the process of Approvals for Actual or Desired Skillsets of individuals and their Training needs

Manage Your Skillsets allows the Users to Manage their Actual and Desired skillsets. It also allows them to apply for training to upgrade skillsets and view training history.

Manage Your Resumes allows the Users to make changes to their Resumes and upload them

Skillz Security allows the addition, modification and deletion of Users, User Groups, Roles.

Skillz Training allows the addition, modification and deletion of Tracks, Courses, Modules and Schedules


Users of Skillz

Administrators HR Managers Line Managers Training Managers Team Members Other Users

Skillz is built upon the needs of various categories of Users within an organization. People who would be using the Skillz system are likely to belong to the following categories:

Skillz is built upon the needs of various categories of Users within an organization. People who would be using the Skillz system are likely to belong to the following categories:

HR ManagersHR Managers

AdministratorAdministratorTeam

MembersTeam

Members

Other UsersOther Users

Line ManagersLine Managers Training ManagersTraining Managers


Roles and ResponsibilitiesAdministratorAdministrator

Note: Example is indicative. Organizations have total flexibility to configure Skillz to suit their needs.

Ted JonesAdministrator

Ted JonesAdministrator

The Administrator manages all the modules of Skillz. It is the responsibility of the Administrator in Skillz to create and manage (Add, Edit or Delete): Skillset Groups Skillsets Roles User Groups Users The Administrator can grant specific data access privileges to specific Users, User Groups and Roles operating within the Skillz architecture. The accessibility, visibility, edit-ability of various features presented to each User operating within the Skillz modules depend on these permissions granted to the User Group to which they belong or the Role they have been assigned according to organization needs.


Roles and ResponsibilitiesManagersManagers

Note: Example is indicative. Organizations have the total flexibility to configure Skillz to suit their needs.

ManagerManager

The Manager may be assigned the Role of an Approver, and gains the rights to Approve / Disapprove Skillsets or Training Requests of Team Members in the Group. Skillz helps the Managers to identify competency levels and skill requirements of Team Members in the Group.

Managers can manage their own Skillsets and Resumes

Managers can create Training Tracks, Courses, Modules and Schedule training sessions if they have the appropriate rights to Manage Training


Roles and ResponsibilitiesHR ManagersHR Managers


HR ManagersHR Managers

Skillz allows the HR to: Maintain team member information (personal and professional) Maintain a Skills inventory Understand capability levels of Team Members Know of any desire to undergo any training Search and track resources Review the current status of their involvement in various assignments Manage their Resumes and Skillsets


Roles and ResponsibilitiesTraining ManagersTraining Managers


Training ManagersTraining Managers

Skillz allows the Training Manager to: Create Training Tracks Create Courses Add Modules to Courses Schedule Training sessions


Roles and ResponsibilitiesTeam MembersTeam Members


Team MembersTeam Members

Skills allows Team Members to create and maintain a knowledge base of their skill-sets.

Skillz lets Team Members examine and identify their strengths and learning opportunities in their core area.

Team Members can file requests for Training to enhance their performance or upgrade their skills


Entering Data in Skillz –

Skillz Users, Groups and Roles

Description Attributes Required

An individual identity that has been defined in the Skillz System Application. Users can be associated with single or multiple groups. They can also be assigned single or multiple Roles.

User Name Yes

User ID

First Name Yes

Last Name Yes

Email Yes

Department

Contact No.

Line Manager

Domain

Skillset Group Yes

User Group Yes

Role Yes

UsersUsers

Note: All fields marked with a * are required





A set of authenticated users, classified by common traits. Members of a group enjoy the same privileges within the same group. A User can be a member of more than one Group. In that case, the user shall enjoy the privileges of all the groups the user belongs to.

Group Name Yes

Description

Skillz Roles Yes

Add User

GroupsGroups






A Role is associated with a set of pre defined access Permissions to particular Resources in Skillz. A Role could be granted a single permission or a combination of multiple permissions as required to fulfill a certain task. For example, a Skillz Administrator would require access on the overall Skillz functionality. Hence, the Administrator Role would be granted all the permissions.

Role Name Yes

Description

Permission Yes

RolesRoles

SupervisorSupervisor

Sample RolesSample Roles Approvers Line, Training

and HR Managers

Skillz Users Registered

Users Subscribers Content Provider

Supervisor

Approvers Line, Training

and HR Managers

Skillz Users Registered

Users Subscribers Content Provider

Supervisor

ContentProviderContentProvider

SubscriberSubscriberApproverApprover




Roles and PermissionsPermission Name Module Privileges allowed Roles

SkillSetGroup.Approve Manage Skillset Groups

Can approve new skillset groups to activate it Approvers

PersonalSkillSetProfile.Manage Manage Skillset Groups

Can assign skillset groups to the users Administrator

SysSkillSetGroups.ManageManage Skill Group

Can Add, Edit and Delete Skillset Groups Administrator

SysSkillSets.ManageManage Skill Sets

Can Add, Edit and Delete SkillsetsAdministrator

SysSecurity.ManageManage Skillz Security

Can Add, Edit and Delete Users, User Groups and Roles

Administrator

Report.Manage Reports Can view Reports All

Approval.ManageManage Pending Approval

Can Approve or Reject requestsAdministrator, Managers, Approvers

Approver.EditManage Pending Approval

Can change the skillset ratings of the users

Line.ManageManage Users

Is assigned as Line Manager to other Users



Roles and PermissionsPermission Name Module Privileges allowed Roles

Training.ManageManage Training

Can Add, Edit or Delete Training Tracks, Courses, Modules and Schedule Training Sessions

Training Managers

System.Login (default)

Manage Your Skill SetsManage Your Resume

Can Add, Edit or Delete own Skillsets and manage own Resume

All



Skillz Skillset Groups, Skillsets


Skillset Groups are Logical Containers containing a set of related Skillsets grouped together based on their category and type

Skillset Group Name Yes

Parent Group Yes

Approver

Skillset GroupsSkillset Groups




Skillz Skillset Groups, Skillsets


Skillsets can be added and organized within Skillset groups based on their category and type

Skillset Name Yes

Description

Skillset Value Type Yes

Allowed Values Yes

Parent Group Automatically selected

Active

Requires Approval

Allow filing of Desired Value

Allow filing of Training

Add Attribute Attribute Name Yes

Description

Type Yes

Allowed Values Yes

Required

SkillsetsSkillsets




Skillz Training Tracks, Courses, Modules


Modules can be added to become a part of a Course or multiple courses

Module name Yes

Description

ModulesModules






Courses contain one or more modules on a particular subject. One or multiple courses would form a training track.

Course name Yes

Description

Assign Modules

Add Course References

Heading Yes

Attach file Yes

Comment

CoursesCourses






A training track contains one or multiple courses applicable to a particular skillset.

Track name Yes

Description

Assign Skillset Groups

Yes

Assign Courses Yes

TracksTracks






Each list item in a Schedule contains the details of various training sessions

Title

Facilitators

Description

Track

Course

Add Schedule Item

Add Reference Item

Application Last Date

Status

Training SchedulesTraining Schedules


Configuration and Administration Manage Skillsets Group


Manage Skillset Group

Ted clicks on Add to Add a new Skillset Group


Add Skillset Group

Enter a name for the new Skillset Group

Personal InformationPersonal Information Select None to add a top level Skillset Group which will contain sub groups

Click on Add Group to complete the action and return to the Parent screen

All * fields are mandatory

Select one or more Approvers from the list of Users displayed


Skillset Group Added

“Personal Information” Group added successfully. User can continue to add more groups or click on Cancel to return to parent screen


Edit Skillset Group

Select the newly added Skillset Group

Click on Edit to edit a Skillset Group – a list of existing Groups is displayed in the content area on the right


Edit Skillset Group

Click on Update to Save the changes made

The Group name may be changed

The Parent Group may be changed

The Approvers can be changed

There is no Parent Group for this Skillset Group


Delete Skillset Group

Click on Delete to remove the skillset group. It will be removed from the system along with any sub groups and related content


Skillset Groups and Sub Groups Skillset Groups may contain sub Skillset Groups or a set of related

Skillsets. Related Skillsets are grouped together and organized under each

Skillset Group Sub groups may contain further sub groups. This forms the

hierarchical Skillset Group tree If Parent Group is “None” the Skillset Group becomes a top level node

in the Skillset Group hierarchy A sub group may contain further sub groups

“Credit Related” is a sub group of “Audit Specific Skill” and contains a sub group “wholesale credit”“Audit Specific Skill” contains a sub group “Credit Related”

“wholesale credit” is a sub group of “Credit Related”


Edit Child Skillset Group

Parent Group name

Wholesale Credit

Ted modifies the “w” & “c” in “wholesale credit” to caps and clicks on Update to save changes


Skillset Group Modified

“wholesale credit” is replaced by “Wholesale Credit”

Configuration and Administration Manage Skillsets


Manage Skillsets

A set of related Skillsets are grouped within a parent Skillset Group. Users clicks on Add to Add a new Skillset


Add Skillset (has Parent)

Select a Skillset Group node in the hierarchy to Add a new Skillset


Add Skillset

Parent Skillset Group is “Credit Related”

Define a Skillset name

Credit Experience

Skillset Value type could be a Numeric range

Enter allowed values for Skillset Value type

Select single or multiple values for Active/Requires Approval/Allow Filing of Desired Value/Allow Filing of Training Needs

Credit Experience

Parent group name is displayed


Add Skillset

Options Description

Active Active skillsets are visible to users and users can file new values for such skillsets. Deactivated skillsets cannot be viewed

Requires ApprovalSkillsets with Requires Approval checkbox enabled require approval from the set of Approvers while users file values for such skillsets. Else, the skillset skips the approval process.

Allow Filing of Desired Value

Allows users to file their desired value for the skillset for which Allow Filing of Desired Value checkbox is enabled.

Allow Filing of TrainingAllows users to request training for the skillset for which Allow Filing of Training checkbox is enabled.


Add Skillset

Skillset Value type could be a Boolean value

Enter allowed values for Skillset Value type True or False


Add Skillset

Skillset Value type could be a Preset of Words

Enter allowed values for Skillset Value type and click on arrows to move to the list box or discard them

Note: This Skillset Value Type lets the User specify a preset of words as allowed values, each separated by comma (,). For example, the values basic, intermediate, advanced can be specified - separating each of them by comma.

Basic, inter

Basic, interme


Add Skillset

Options available to:• Add the Skillset• Change Parent Skillset Group• Cancel and discard the action• Add an Attribute for this Skillset


Add Skillset

The Skillset has been created successfully

User clicks on Add Skillset


User clicks on Change Skillset Group

Add Skillset – Change Skillset Group



User clicks on “wholesale credit” to select this node as the parent skillset group now. Previously the “Credit Related” Group had been selected



The parent skillset group is now changed to “wholesale credit”


Add Skillset – Add Attribute

User clicks on Add Attribute and fills in the details and clicks on “Save Attribute”


Add Skillset –Attribute Added

The new Attribute details are now Saved for this Skillset

Options to Edit or Delete the Attribute


Add Skillset – Edit Attribute

User can make changes and click on Save to save the changes or discard them by clicking on Cancel

User can also Delete the Attribute by clicking on this icon


Add Skillset – Delete Attribute

A confirmation dialog box is displayed to confirm Deletion of the Attribute


New Skillset Added

The new Skillset now appears under “wholesale credit” in the Skillset Group hierarchy


Edit Skillset

User clicks on the Skillset “Credit Experience” to edit


Edit Skillset

Options available to:• Update and save changes• Cancel and discard the action• Delete this Skillset• Add an Attribute for this Skillset


Edit Skillset

User clicks on Save Attribute prematurely without entering data in the form


Edit Skillset

Empty form error alert is displayed


Edit Skillset

Attribute named A1 added for this Skillset


Delete Skillset

User clicks Delete to delete the Skillset. Analert pops up to confirm the action

Configuration and Administration Manage Skillz Security


Skillz Security

This module facilitates the creation, modification and deletion of User Groups, Users and Roles

Users can belong to single or multiple User Groups Users and/or User Groups are assigned single or multiple Roles Each Role contains a specific set of privileges to access specific

data or perform certain actions within the system The Administrator of Skillz can use this module to grant specific

permissions to specific Users or User Groups by assigning single or multiple Roles to them

This module effectively maintains the security of the system and the data contained within

SecuritySecurity


Manage Skillz Security

Manage Skillz Security module allows the User to Manage Users, Groups & Roles. The options available are: 1) Add Skillz User2) Edit/Delete Existing Skillz Users3) Add Skillz User Groups4) Edit/Delete Skillz User Groups5) Add Skillz Roles6) Edit/Delete Roles7) Assign Role To Users8) Add/Edit User Attributes

To Add/Edit a new User Attribute, Ted selects the Add/Edit User Attribute option from the left navigation


Add User Attribute

Value for Attribute name is Required

DOJ

Date of joining

1

10

Note:After this the User would need to fill in details for the DOJ field at the time of creating a new User or editing an existing User


Edit User Attribute

The DOJ Attribute created is displayed in the grid. Edit/Delete icons are provided to make changes or remove the Attribute from the User details


Delete User Attribute

Delete confirmation popup dialog box is displayed if User clicks on the Delete icon


Add Skillz Users

jturner

Joan

Turner

[email protected]

Fill in Username

Fill in First name, Last name & email

Click Next

Select Line Manager


Add Skillz Users

Select single or multiple Skillset Group to which this User will belong


Add Skillz Users

Select single or multiple User Groups to which this User will belong


Add Skillz Users

Click Next to fill in User details for new User Attribute “doj” created earlier


Add Skillz Users

Click link to Enter/Edit Attribute value. This field is mandatory


Add Skillz Users

Click Add User to complete the action

Click on the Calendar icon to pick a date range as allowed for this date range type of Attribute


Add Skillz Users

Click Add User to complete the action


Add Skillz Users

Error messages if form is left empty


Edit Skillz Users

The newly added record is listed and User can click on the edit icon to make changes


Edit Skillz Users

Accounting Unit

Department name “Accounting Unit” added

User clicks Next to continue making further changes


Edit Skillz Users

User deselects Professional Information to remove User from this Skillset Group


Edit Skillz Users

No changes needed here. User clicks Next to continue


Edit Skillz Users

User may click on Update to submit the changes or click Next to continue.

User can also click on Delete to remove the User from the system


Edit Skillz Users

User clicks on Update to submit changes. User record is updated in the system

The details for the new Attribute for the User are entered here.


Delete Skillz Users

Delete confirmation dialog box pops up. User may click OK to confirm or Cancel to abort the action


Add Skillz User Groups

User clicks on Add Skillz User Group

User enters a Group name and Description

Content Provider

Content Provider

User clicks Next to continue



User selects single or multiple Roles to assign to this Group of Users. The Role “Content Provider” is selected here

Note: All Users belonging to this Group would automatically inherit the permissions granted to this Role



User selects single or multiple Users to add to this new User Group and clicks on the movelist arrow

Finally User clicks on Add User Group to complete the action


Edit Skillz User Groups

User selects the new User Group and clicks on the edit icon to make changes



User changes the User Group name to Information Security

User clicks on Next to Continue making changes

Information Security

Information Security



User removes the Role of Content Provider associated with this User Group

User selects the Role of Supervisor to associate with this User Group



Single or multiple Users are selected and moved to the Selected Users list by clickingon the movelist arrow

Users selected

Similarly an User may be selected and moved to the All Users box to remove from this user Group



User Group name changed to Information Security from Content Provider


Delete Skillz User Group

User selects the User Group and Content Provider and clicks on the edit icon to delete it



Click Next

Click Next



Click DeleteA Delete Confirmation dialog box pops up. Click OK to confirm the deletion or Cancel to abort the action


Add Skillz Role

Consultant

Consultant

Enter new Role

Enter a description for the new Role

Select single or multiple Permissionsto decide what actions the User can perform within this system

Selecting the System.Login permissionmeans that this User can Login and has Read only access to the resources in the system


Add Skillz Role

Duplicate name check generates an error if same Role name already exists


Edit Skillz Role

New Role has been added successfully and appears in the listing

User clicks on the Edit icon to make changes to this record


Edit Skillz Role

The Permission to Manage Reports is added to this Role


Delete Skillz Role

On clicking the Delete button to remove this Role, a dialog box opens up to confirm the deletion


Assigning Roles to Users and/or Groups

UserUser11

UserUser22

UserUser33

UserUser44

UserUser55

UserUser66

Permission A

Users

Group 1 SKILLZ Application

Create Users/Groupsin Skillz

Define Roles in Skillz. Each Roleis given specific permission/s

pre defined in SKillz

Assign Roles to Usersand/or Groups

UserUser11

UserUser22

UserUser33

Group 1

Role 1

Permission A, B

Permission C

Role 2

Role 3

Role 2

Role 1

Role 3

SKILLZ Application


Assign Roles to Users

To assign a Role to Users, click on the Edit icon for a Role from the list of Roles Displayed. The Role Approvers is selected here


Assign Roles to Users

The User jturner is selected and moved to the list of Users Assignedto this Role

The User jturner is now in thelist of Users Assignedto this Role

Using SkillzManage Your Skillsets


Manage Your Skillsets

The User clicks on Manage Your Skillsetsin the left navigation


Manage Your Actual Skillsets

The User selects Additional Personal Information from the Actual Skillsets tree. For the first time the status is “Not Filed”


Create Skillset Revisited

The Skillset name, description, value type (if applicable), parent group name, status, related attributes were defined atthe time this Skillset was created by the Administrator

Attributes related to this Skillset


File Your Actual Skillsets

The Users need to fill in their own Rating if applicable for the Skillset. Any Comments entered will be stored for reference in the Comments History

The Attributes are listed here. User needs to click on “Enter/Edit Attribute Value” to begin filing the skillset values

Status “Not Filed”


Enter Edit Attribute Value

User fills in Ted Jones in the editable textbox that appears here and clicks on Save to save the data or Cancel to abort

Ted Jones


Enter Edit Attribute Value – Required Field Error

User clicked on the Update button prematurely resulting in error messages for Required fields


Update Your Actual Skillsets

In the Audit Trail, the details of the Skillset filedare recorded and displayed with date and time stamps

After the Skillset is updated, the Status changes to “Approved” as the Administrator is also the Approver for this skillset

Click on the expand/collapse icon to hide/display Audit Trail


Update Your Actual Skillsets

After changing the values for each attribute, User has the option to File for Approval Later or File for Approval Now. This sends the Update request to the Approver’s queue now or later


Manage Your Skillsets - Pending Notifications

If any Skillset Approval is pending User is notified with appropriate messages


Manage Your Desired Skillsets

User expands the Professional Informationnode n the Desired Skillset Tree and selects ASP.Net.


File Your Desired Skillsets

User fills in current Rating for this Skillset, File for Approval now and clicks Update


Manage Your Skillsets Training

Select a Training Track from the list

Clicking on Course or Training Reference or Scheduling displays a popup with the relevant details.

Scheduling Popup is displayed here


Recommend an User for Training

To recommend an User for Training, Select a Schedule. Select an User/s and move to the list box of Recommended Participants. Click OK when done or Cancel to Abort the action


User Profiles

User can make changes to his Profile and click on Update

Using SkillzManage Your Resume


Manage Your Resume

User selects Manage Your Resume to upload resume for the first time or update the old version


Upload Resume

Currently Resume is not uploaded

User selects Manage Your Resume to upload resume for the first time or update the old version.

Older version uploaded gets over written by the new one.


Upload Resume

Error message if any file other than Word doc format is uploaded

Using SkillzManage Pending Approvals


Manage Pending Approvals

User selects Actual Skillsets Inbox to view the Pending Approvals queue for Actual Skillsets


Actual Skillsets Inbox

Approval/Rejection Comments go here

User can view Pending Approvals queue for All or his own

Click this icon to view Details

Approver may select the request submitted and Approve or Reject it with appropriate comments


Details of Skillset Filed

Comments can be entered here

Status is Pending

Approver may Update and Approve/Approve/Reject with appropriate comments or Cancel the action altogether

Past Comments appear here


Desired Skillsets Inbox

Comments go here

User can view Pending Approvals queue for All or his own

Click this icon to view DetailsApprover may select the request submitted and

Approve or Reject it with appropriate comments


Desired Skillset Details

Comments can be entered here

Status is Pending

Approver may Update and Approve/Approve/Reject with appropriate comments or Cancel the action altogether

Comments appear here


Pending Approvals Queue Completed


Skillsets Training Inbox

Approver may Approve/Reject the Training Requestwith appropriate comments

Using SkillzManage Skillz Training


Manage Skillz Training

Click on Manage Skillz Training to access the Training module.

This module contains options to Add/Edit/Delete Training Tracks applicable to a single or multiple Skillset Groups, Add/Edit/Delete Courses within a Track, and Add/Edit/Delete Course Modules.

Training Tracks can also be scheduled online with relevant details about the day, dates, time and location etc.


Add Track

Click on Add Track

Enter a Track name

Enter a suitable Description

Project Management

Project Management

Assign Skillset Groups from the available Skillset Groups list

Select available Courses to add to this Track or Add New Course by clicking n the “Add New Course” button


Add Course

Enter a Course name


Basic Concepts

Basic Concepts

Assign Modules from the available Modules list

If needed, a new Module can be created from here


Add Module

Enter a Module name


MS Project

PM Tools

Click Save Module


Edit Track

Click this icon to view Track details


Edit Track

The User can Add more Courses

The Skillset Group Auditor is selected and moved to the list box

The User can Save/Delete the Track as needed. On Saving the Track the User will be navigated to the Tracks listing screen where the new Track is listed with an Edit icon as in the previous slide

The User needs to add the Skillset Group Auditor to the Assigned Skillset Group


Add Course

The User navigates to the Add Course screen from the left menu option

Basic Concepts

Basic Concepts

Options to Add a new Course are the same as demonstrated in slide 134

The additional feature here is the ability to Add Course Reference by uploading a file

A Heading is Required for the Reference file to be uploaded

Click on Attach to select and upload a file from the local machine. Close the window when done

Browse for the file and click on Upload. Close the window when done

Ref File

Ref File.docNested if.txt


Add Course Reference

The Course reference added is displayed in this grid. Edit and Delete icons are provided to make any changes required or Delete it


Edit Course

Click on the Edit icon

Click on Edit/Delete Course


Edit Course Details

The Edit Course screen has the options to edit Course name, description, change Assigned Modules, Add Reference file etc. or even add a new module. User can also Save or Delete the course.


Add Module

Click on Add Module to add a new Module and Save it. User can click Cancel to abort the operation


Edit Module

User clicks on the Edit icon for “Force Fuelling eCommerce” module to make the required changes

User selects the “Edit Module” option from the left navigation


Edit Module

User can make the necessary changes and Save them or Delete the Module. Cancel will abort the action


Notes Tracks, Courses and Modules are not dependent on each other

and can exist independently as separate entities in the system It is not necessary to relate Tracks, Courses or Modules at the time

of Creation When required Tracks can be associated with one or more

Courses which in turn can contain a single or several modules To associate Modules with Courses, existing Modules or new

Modules are created and assigned to a Course Similarly to relate one or more Courses to a particular Training

Track, Courses are selected and assigned to the Track from the Available Courses list


Notes After the inter-related Tracks, Courses and Modules are created

successfully in the system it is important to create schedules for the training sessions to be conducted for interested Team Members

This lets Team Members know the details of the training sessions being conducted so they can apply for the same and plan to attend it as per schedule

The schedule helps to organize and run the sessions smoothly with attention to each detail about the Facilitators, days, dates, timings, duration and location etc.

The last date for application is also published to enable Team Members to submit their training request in good time

The Status field displays the current application status of this schedule. It may be Active or Closed


Add Schedule

To Add New Schedule click on the option “Add New Training Schedule”

Enter a title for the Schedule and Description (optional)

PM Track ScheduleClick the “+” icon to select the Facilitator for this session

User selects this User to conduct the session


Add Schedule

Induction Training Track is selected as the Track to be scheduled

Select Course from drop down

Click Calendar icon to select last application date


Add Schedule Item

To add a Module for this session click on Add Schedule Item. The Add Schedule Item popup will be displayed


Add Schedule

Select a date for the session by using the

Calendar icon

Enter start and end time as

indicated

09:30

05:30

HQ

Enter the Location where the Training will be conducted. Click Add Item

Select the Module to be conductedIn this session from the drop down

Note: Only the modules related to this Course will be listed here


Add New Training Schedule

Notes: Continue adding Modules by clicking the Add Schedule Item button Add Reference Item as required (refer to Slide 138) Once all the relevant Modules are added, click on “Save Training Schedule” to save the

Schedule A message is displayed if the Schedule is saved successfully


Edit Training Schedule

Click on Edit icon to View and change details


Edit Training Schedule

The Schedule Item details are displayed in the grid. Edit and Delete icons are provided to make necessary changes to the Schedule Items individually.

Edit fields as needed and click on “Save Training Schedule” when completed.


Delete Training Schedule

On selecting to Delete the Training Schedule or a Schedule Item, a popup is displayed to confirm the action orCancel it.

Using SkillzView and Export Reports


Skillz Reports

Approved Skillset for Users Matrix Get Skillsets For User Search User Resumes View Resource Report View Project Report People By Skillsets Report All Resource Report

Available ReportsAvailable Reports


Skillz ReportsAbout the ReportsAbout the Reports

Approved Skillset for Users Matrix

Allows generating User Skills Matrix Report for all Team Members having all SkillSets.

Get Skillsets for UserAllows generating report listing Actual Skillset, Desired Skillset & Training History of the selected user.

Search User ResumesAllows searching within user’s resumes for any particular word / phrase. It also facilitates an advanced search option to go deeper into the resume document uploaded and further refining the search result.

View Resource Report Allows viewing reports for a given date range based on the selected skillset group.

View Project Report Allows viewing reports based on the selected project within a specified date range.

People by Skillsets Report

Allows generating reports for employees based on a given skillset and a defined value.

All Resource ReportAllows generating reports of employees belonging to all Skillset groups within a specified date range.

Note: All reports may be printed out or exported to MS Excel file formatNote: All reports may be printed out or exported to MS Excel file format


Reports

Available Reports


Sample Users Skills Matrix Report

Options to Export to Excel or Print the Report


Search User ResumesUser can run a simple Search on all the Resumes uploaded for some particular Text

User may also opt for Advanced Search which allows filling in Choice of Search mode, Order the Search results by Highest Match/Title/Size/Author in Ascending or Descending order


Search Results

No Resumes found containing the Search keywords “DotNet”


View Resource Report

Select Skillset Group

Click on Calendar icons to specify the Start and End dates


Project Report


People by Skillsets Report


All Resource Report


Summary Skillet Groups & Skillsets

Skillsets are grouped under categorized Skillset Groups in a hierarchy Team Member Profiles and Skillsets

Allow Team Members to maintain their own Profiles and attach specific Skillset Groups to their Profiles

Allow Team Members to rate themselves on particular skill-sets and decide if these ratings need approval from their Managers

Allow Team Members to express their desire to pick up a particular skill-set by letting them file “Desired Skill-set”.

Resumes Allow Team Members to upload their resumes. Allows HR and Managers to run a Search on these resumes.

Training Allow Employees to request a training.

Approvals Enabled Approval workflows for training requests for each Team Member

Security A highly flexible architecture allowing creation and maintenance of User Groups,

Users and Roles having specific Permissions to be able to perform certain actions within the system


Skinnable UI

Education

Training for Teachers