LMS - User Reference Guide (Rev092315)

LMS User Reference Guide

LMS User Reference Guide

With LMS, YOU can search for training, request training, track your training, and view your transcripts; the home page is even personalized to display YOUR upcoming training, assigned training, training inbox, and more!

How YOU get started in LMS....

1. Go to LMS on a computer connected to the internet. Here you will choose which site you would like to access.

2. Select a Site and Enter Your User Name

For the My Career Development Site, your user name is your ninedigit employee ID number. Example: 000012345

For the Personal Health and Well Being (Private) Site, your user name is your nine-digit employee ID number prefixed with the letter `x'. Example: x000012345.

3. If this is your first time logging into LMS, please contact your department's LMS Administrator for your default password. You will be prompted to change this temporary password immediately and will also be asked to answer two security questions upon login. Once these have been answered, you may reset your password yourself at any time by using the "Forgot Your Password?" link on the login page.

Note: If you enter an incorrect password five times in a row, you will be

locked

out of the system for one hour. Please wait and try again.

4. Passwords for both LMS sites. If you need to change your password in Career site, make sure to also change your password in the Private site or vice-versa.

We suggest using the same password for both sites.

Some LMS terms you'll need to know:

Event: Training courses; i.e. Intermediate Excel 2010. Session: A specific date, time, and location that a training is offered for an event; there

may be multiple sessions scheduled for one event. Example: Excel 2010 - Session 1: December 17 & 19, 2014, 8:30 a.m., Computer Training Room; Session 2: January 13 & 15, 2015, 8:30 a.m., Computer Training Room. Instructor-Led Training (ILT): A traditional classroom training, in which an instructor teaches a course to a room of learners. Online Training (OT): Training that takes place at your computer via streaming web content or material downloaded directly to your PC.

Need More Help? For assistance with LMS, please contact your department's LMS Administrator. Also, visit the Training and Development web site at

for additional LMS resources.

* Library employees ? To access LMS, visit sanmateocounty. and use your 9-digit employee ID as your user name.

How YOU Search for Training...

LMS has several ways for you to search for training sessions. Pick your favorite! You can search through the Search box at the top right of the page.

You can use Global Search by leaving the Search box blank and pressing enter. A new page allows you to enter as much criteria as you know in the fields provided. You can search for training by title, instructor, location, description, subject and more.

In the My Career Development Site, you can Browse For Training by category from the Home page. To see events/sessions for a specific category, click on the subject you are interested in on the right side of the homepage. Note: Any department-specific training will appear under "Specialized/Technical Training." Department-specific training is training that is only offered to employees in your department, usually by your department's internal training staff.

You can search by date through the Events Calendar (this can be found under the Learning tab). Note: The Events Calendar defaults to display all training events available to you. You can modify the calendar to show only your scheduled training sessions by clicking on the My Events radio button (found above calendar).

Request YOUR Training...

1. Log into LMS. 2. Search for training events that interest you. 3. Click on the title of the training event. On the Training Details page, you will see all the infor-

mation about the available training session(s). Note: If you don't see a session for which to register, click on "Notify me of new sessions" at the bottom of the page. This will add you to the course interest list.

4. To request training: Scroll down until you see the Request link on the right-hand side of the pop-up window for the session you would like to attend.

5. You're done! After you click Request, LMS will automatically process your request. If supervisor approval is required for your requested training, he/she will be notified via email. When your supervisor takes action on your request, LMS will send you an email informing you of your supervisor's action. If your supervisor is on vacation, requests will be approved by their designee. Approved requests are added to your training calendar and to Your Upcoming Sessions on your Home page. The LMS will manage the waitlist, send confirmation emails, track participation, and add completed training to your transcript.

To withdraw from a session you requested: Note: Please refer to the County's cancellation policy at .

To avoid charges to your department's budget, you must withdraw at least three business days prior to the course start date. 1. Log into LMS. 2. Go to your Transcript (click the View Transcript link in Your Inbox on the Home page.) 3. Click on the purple drop down menu next to the session, then click the Withdraw link. 4. On the Withdraw Registration screen you must select a reason for your withdrawal before clicking

LMS

Track Your Training...

On the Home page:

1. Your Inbox will list any pending actions (approvals, waitlists, denials, etc.) This information will also be emailed to you.

2. Your Transcript allows you to view all of your training sessions; this includes online training and instructor-led training that is assigned, pending, approved, completed, canceled, or waitlisted.

3. Your Upcoming Training Sessions will list the next three sessions you have scheduled.

4. Your Training will list your required, assigned, in progress and suggested sessions.

5. Online Training Progress will list any online training (OT) you have started, making it easy to launch and resume any in-progress OTs. You can also find a link to the County's online training policy here as well as the County's Training & Development Guide.

View Your Transcript...

1. Log into LMS.

2. On the Home page, click on View Transcript located in your Inbox.

3. Click on the training title to view more details.

4. To Print -- Click on Options drop down menu on the upper right corner of your Transcript where you will see "Print Transcript".

5. To Sort -- Click on the drop down menu to sort by preference. (Title, Type, Due Date, or Status.)

6. In the purple drop down menu, you can select training sessions or dates if not already assigned/pre-selected, withdraw from a requested session, and/or complete an evaluation.

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