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|ServiceMaster University |

|Welcome to ServiceMaster University |

|Instructor-Led Training Management in Skillsoft |

|Version 1.0 |

|Enterprise Learning |

|August 2013 |

|All Rights Reserved |

Contents

Section 1: Welcome

Section 2: Logging into ServiceMaster University

2.1 – Disabling Pop-Up Blocker

2.2 – Accessing Eye on ServiceMaster

2.3 –ServiceMaster University

2.4 – SVM University login page

2.5 – Log in processing

Section 3: How to set up ILT session

Section 4: How to create and market a Deep link to ILT session

Section 5: How to send out reminders for ILT and communication management

5.1 – Export the Roster

Section 6: How to attach surveys

6.1 – Submit request through intake form

6.2 – Attach Pre/Post survey

Section 7: How to generate an ILT roster

7.1 – Close out registration

7.2 – Print out roster

Section 8: How to close a roster and complete an ILT course section

8.1 – How to close the roster

8.2 – Steps to complete an ILT course section

Appendix

I. New User Job Aid

II. How to access an ILT course

Accessing through Deep link

Accessing through Search/ Learn

Accessing through My Plan Assignment

III. Miscellaneous Information

Wait list on full course

Withdraw from a course

Interest list for non-scheduled courses

Section 1: Welcome

ServiceMaster University is an e-learning portal that provides ServiceMaster associates access to a wide range of training resources. This is a support document for the ServiceMaster University Instructor Led Training in Skillsoft.

What is an ILT?

Instructor Led Training courses are events defined in ServiceMaster University to which an ILT Administrator or Training Facilitator attaches a scheduled session that a learner can register for and then attend at a specific time and place. These events are held in either a classroom settings or virtually by the Training Facilitator.

If you have questions or need help getting started, please contact the ServiceMaster myHR Service Center at 1-877-282-6372. Select the option for Learning.

You can also login to myHR () and open a myHR Service Center Request ticket from the My Activity Center section.

What you need to know for access:

• Your Employee ID number Basic operation of Internet Explorer and web navigation.

What resources you need for access:

Prior to accessing any training on ServiceMaster University, perform a browser capabilities check. This test checks for required browser plug-ins and settings. These items are required in order to ensure basic quality of service and functionality.

With the exception of speakers or headphones, this test will check the following:

|[pic] |Internet browser with internet connectivity – Microsoft Internet Explorer is required. |

|[pic] |Current version of Adobe Flash Player. |

|[pic] |Current version of Java or Java Virtual Machine. |

|[pic] |All pop-up blockers must be disabled. See section 2.1 for steps to disable pop-up blockers. |

|[pic] |Speakers or headphones are required for courses with sound. |

[pic] Tip – ServiceMaster Information Technology does not support browsers other than Internet Explorer. Training should be taken from Internet Explorer only.

Section 2: Logging into ServiceMaster University

2.1 – Disabling Pop-Up Blocker

ServiceMaster University uses pop-up windows to display content. Before accessing ServiceMaster University, pop-up blockers must be disabled to ensure this content is displayed properly.

To disable pop-up blockers, complete the following tasks:

• Open Internet browser (Internet Explorer) and click Tools. From the drop down menu, select Internet Options. This can be done from any website.

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• When Internet Options displays, click on the Privacy tab and uncheck the box Block pop-ups.

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• Click Apply and then click OK to close Internet Options.

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2.2 – Accessing

ServiceMaster University can be accessed through . To do this, perform the following tasks:

• Open Internet Explorer and navigate to .

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• Scroll to the bottom of the page and select ServiceMaster University from the ServiceMaster QUICK LINKS menu.

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2.3 – ServiceMaster University

The ServiceMaster University information page opens in a new window. This page provides links to various types of training and development as well as links to the ServiceMaster University Login page.

Complete the following tasks:

• Select Login to access the ServiceMaster University Log In screen.

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2.3 – SVM University login page

A new window displays the ServiceMaster University login page. Posted here are reminders on system settings required for accessing ServiceMaster University and support contacts.

To login, complete the following tasks:

1. Enter your Employee ID number in the SVM # field. This is your login ID.

2. Your password is initially set to your Employee ID number. Enter your Employee ID number in the Password field.

3. Click Log In.

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2.4 – Create a security question

Before entering the training website, you will need to establish a security question. This question is asked when resetting passwords.

Complete the following tasks:

1. Select a Security Question from the drop down list.

2. Provide an answer for the Answer to Security Question field.

3. Leave the Email Address field blank. This field is populated by an internal process. If you do not have a ServiceMaster email address, see your supervisor.

4. Click Submit.

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2.5 – Log in processing

The login progress screen displays while your login is authenticated.

When authentication is complete, the home screen below displays. This view varies depending on your company brand.

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Section 3: Session Management

3.1 – View Sessions

A session is a specific instance of a course, held in a facility, classroom, or virtually with an instructor and learners. The Session view displays the available sessions for available courses.

To view sessions, complete the following tasks:

1. Log in to ServiceMaster University and navigate to the Admin area. (See information on how to log in Section 2)

2. Click Content > ILT > Course and Session Manager on the navigation bar.

3. Click Session Manager. The available sessions display.

4. Sort the session list by clicking the column headers to sort in ascending or descending order.

5. Use the Group by field to group sessions. The sessions can be grouped by:

o Course ID

o Course Title

o Status

o Open

o Start Date

o Instructor

o Facility

o City

o Country

▪ You can select the Data Range by selecting the start and end date

View Session Details

The session details view displays the details of a selected session for an available course.

To view session details, complete the following tasks:

1. View Sessions (refer to section 3.1).

2. Click the Session ID you wish to view. The View Session window displays.

3.2 – Create/ Confirm a New Session

Create a Session

Use this process to create and enter details of a new Instructor Led Training (ILT) session for a specific course.

To create a new session, complete the following tasks:

1. View Sessions (refer to section 3.1).

2. Click on the course for which you wish to create a session.

3. Click New Session. The New Session window displays.

4. Fill in the required information.

o Session ID: Session ID is auto generated and auto populated as per the course ID and the session sequence.

o Language: You can select the language the session would be depicted in from the drop-down.

o Location: Select the location by clicking on the required radio button. You can select between Physical Classroom or Online Classroom

▪ Physical Classroom: Selecting this option enables you to pick a facility and a classroom based on the selected facility. The facility and classroom can be selected by searching for the name of the facility/classroom or by selecting them from the given list.

▪ Online Classroom: Selecting this option enables you to enter the Phone, Alternate Phone, Passcode and the URL for the Online Classroom in question.

o Session Notes: You can enter any required session notes in this field. These notes will appear in the catalog.

o Schedule Details: You can select a time for the session meetings by choosing the required time zone from the drop-down.

5. Do one of the following:

o Click Save & Add Another to save the session and open another New Session window.

o Click Save & Exit to save the course and return to the Session Manager screen.

o Click Cancel to exit the window without saving your changes.

Add Administration Details to a Session

Additional details regarding administration can be added to a session while creating a new session. They can also be added later if need be.

To add administration details to a session, complete the following tasks:

1. View Sessions (Section 3.1).

2. Click on the course for which you wish to create a session.

3. Click New Session. The New Session page displays.

4. Click the Administration tab.

5. Fill in the Administration, Approval Settings and Enrollment Settings information.

o Session Administrators - You can select up to three session administrators.

o Contact - You can edit or remove a contact.

o Session Approval/Manager Approval - You can select whether Session Approval or Manager Approval is possible.

o Close Session - You can select when you wish to close the session by selecting the relevant entries from the drop-down.

o Prohibit Self-Withdrawal - You can select if and when to prohibit self-withdrawal from a session from the options in the drop-down.

o Late Withdrawal - You can select if and when a late withdrawal is possible from the options in the drop-down.

o Capacity - You can enter the required capacity of the class. The capacity field is mandatory in the Administration tab and the capacity value will be zero by default. If a classroom is selected then the classroom capacity appears in the capacity field automatically.

o Minimum Enrollment - You can enter the minimum number of enrollments possible.

o Low Enrollment Alert - You can select when you want to get an alert if there is low enrollment by selecting an option from the drop-down.

6. Click Save & Add Another to save the session and navigate to the New Session window. Click Save & Manage Roster to save the session and manage the roster. Alternatively, click Save & Exit to save the course and return to the Session Manager screen.

Confirm a Session

You can confirm a session as soon as you create it or when you have enough people enrolled in this session.. The following are the ways the confirmation works:

▪ If you confirm as soon as you create a session, when an end user enrolls they only get one email with an Outlook calendar invite confirming their registration.

▪ If you confirm as soon as you create a session and you do not get the minimum required, the course may be canceled and a notification sent.

▪ If you do not confirm the session until later, the end user will get one email indicating that they enrolled, and a second email with an Outlook calendar invite saying the session is confirmed after the session actually gets confirmed.

To confirm a session, complete the following tasks:

1. View Sessions.

2. Click the Session ID you wish to confirm.

3. Click Confirm.

3.3 – Open/ Close a Session to Enrollment

To open a session to enrollment, complete the following tasks:

1. View Sessions.

2. Click the Session ID you wish to open for enrollment.

3. Click Open.

To close a session to enrollment, complete the following tasks:

1. View Sessions.

2. Click the Session ID you wish to close for enrollment.

3. Click Close.

3.4 – Edit /Copy a Session

You can edit the details of a session if any changes are required.

To edit a session, complete the following tasks:

1. View Sessions (Section 3.1).

2. Select the session you wish to edit.

3. Click Edit. The Edit Session dialog box displays.

4. Edit the session details. For more information on session details, refer to View Sessions (Section 3.1)

5. Click Save.

Copy a Session

If you want to create multiple sessions with similar attributes, you can copy an existing session. This is a quick and efficient method for creating sessions. All the details and field settings are copied to the new session and you can edit fields as needed. The Session ID is auto generated with the sequence for the last session in the selected course. The Enrollment Status and Session Status are not inherited from the original session.

To copy a session, please complete the following tasks:

1. View Sessions. (Section 3)

2. Click on a session to select it.

3. Click Copy. The Copy Session dialog box displays.

3.5 – Delete a Session

[pic]Sessions should never be deleted except if the session has been duplicated and approved by your administrator. To request deletion of a session, contact your local ServiceMaster University Administrator.

You can request to have a session deleted if required. To be deleted, the session must have a status of new, canceled, or completed. The delete option is not available if the session has a status of confirmed. To delete a confirmed session, you must cancel the session or mark the session as complete. Canceling the session will remove all learners from the roster, wait list and pending approval list and send a session cancelation notification to the learners.

To delete a session, complete the following tasks:

1. View Sessions (Section 3.1).

2. Click on the session you wish to delete.

3. Click the Delete button. A confirmation box displays.

4. Click Yes to confirm.

3.6 – Print a Session

This enables you to print the session details. This option creates a printable version of session information. An HTML version of the report opens in a new browser window and displays all the information on the session details page. You can print the report or save it to your computer.

To print a session, complete the following tasks:

1. View Sessions.(Section 3.1)

2. Click on the session you require.

3. Click Print. The print dialog box displays.

4. Click Print to open your printer settings and print the session details.

3.7 – Email Learners Enrolled in a Session

This enables you to email all enrolled and wait-listed learners. This option emails updates to learners whenever there is a change in the session status or to the schedule. Administrators can manually send messages to enrolled learners and instructors. Instructors can also manually send messages to learners on the roster, including wait-listed learners.

To email a learner, complete the following tasks:

1. View Sessions (Section 3.1).

2. Click on the session you require.

3. Click Email. The email dialog box displays.

4. Click the To and/or the Cc button to select specific users or groups from a list. Also you can add users to the Bcc list.

5. Click Send to send the mail.

3.8 – Export a Learner Report

You can generate a report that contains the student results for a selected session. You can then save a Comma Separated Value (CSV) version of the report and open it in other programs such as a spreadsheet or database application.

To export a learner report, complete the following tasks:

1. View Sessions (Section 3.1).

2. Click the Session ID you wish to use to generate the Learner report.

3. Click Learner Report.

Section 4: ILT Admin/ Instructor Features

4.1 – Sessions I am Teaching

As an Admin/ Instructor you can manage most of the ILT session details you deliver and also manage the session roster. You can view a list of sessions you are teaching, including session number, status, type, catalog number and title, and also manage the session roster.

To view the session information, complete the following tasks:

1. Log in to ServiceMaster University as an Instructor and navigate to the Admin area.

2. Click Content > ILT > Sessions I Am Teaching. The Sessions I Am Teaching page displays:

3. Select the session you want to view. The session details display.

4. Click Cancel to return to ServiceMaster University.

You can click a session ID to view session details on your upcoming sessions, edit session information, and, once completed, input student progress results.

When you are assigned a session to teach, you will receive an email notification with the session details, or if a session you are teaching is canceled, you will receive an email notification of the cancelation.

4.2 – Manage Enrollments

Enroll Learners in a Session

An Instructor has to be assigned to the specific session in order to enroll learners into a session.

To enroll learners manually in a session, complete the following tasks:

1. Click Content > ILT > Course and Session Manager.

2. Click the Session Manager tab.

3. Click the Session ID you wish to view. The View Session window displays.

4. Click Manage Enrollments. The following screen displays:

5. Find the user or group you wish to assign to the session by using the search or find the user name or group name on the list.

The Search Bar is available on top of the screen, allowing you to search for a user or group in basic and advanced modes. The Search fields in Advanced mode for users are:

o Group

o Email

o User Name

o Last Name

o First Name

o City

o State

o Include Ineligible to Enroll

The Search fields in Advanced mode for groups are:

o Group Name

o Org Code

The Users and Groups pane refreshes to show the search results.

6. Once you have found the user or group that you require, select it and click Add to add to the current enrollments. The user or group will be added to the Roster of that session.

Withdraw Learners from a Session

To withdraw learners manually when managing enrollments, complete the following tasks:

1. Click Content > ILT > Course and Session Manager.

2. Click the Session Manager tab.

3. Click the Session ID you wish to view. The View Session window displays.

4. Click Manage Enrollments. The following page displays.

5. Click the name of the learner in the roster found in the right hand window pane that you want to withdraw.

6. Click Withdraw.

7. The learner is withdrawn from the session.

To withdraw learners directly from the roster, complete the following tasks:

1. Click Content > ILT > Course and Session Manager.

2. Click the Session Manager tab.

3. Click the Session ID you want to view. The View Session window displays.

4. Click the Roster tab. The list of learners enrolled in the session displays.

5. Click the Withdraw Learner button next to the learner you wish to withdraw.

6. Click Yes in the confirmation message that displays.

7. The learner is removed from the roster of the session.

Moving Learners to the Waitlist

The following is the procedure followed to move a learner to the waitlist.

To move a learner to the waitlist, complete the following tasks:

1. Click Content > ILT > Course and Session Manager.

2. Click the Session Manager tab.

3. Click the Session ID you wish to view. The View Session window displays.

4. Click Manage Enrollments. The following screen displays:

5. Click the name of the learner in the roster and click Move to Waitlist.

4.3 – Print Attendance Sheet

View/ Print Attendance Sheet

The following is the procedure followed to view and print your class attendance sheet.

To view attendance of Learners in a session, complete the following tasks:

1. Click Content > ILT > Course and Session Manager.

2. Click the Session Manager tab.

3. Click the Session ID you wish to view.

The View Session window displays.

4. Click the Roster tab.

The list of learners enrolled in the session appears.

5. Click Attendance Sheet.

The attendance sheet opens in a new window. This sheet contains the following details:

o Instructor: Name of the Instructor.

o Session ID: ID of the session that the Learner has enrolled for.

o Course ID: ID of the course which contains the session.

o Title: Title of the session.

o Facility: Facility which the session is conducted in.

o Classroom: Classroom which the session is conducted in.

o Start: Date and time that the session starts.

o End: Date and time that the session ends.

o Name: Name of the Learner.

o User Name: User name of the Learner

o Email: Email address of the Learner

o Student Signature: Space for signature of the student.

6. Click Print to print out the attendance sheet, or click Close to close the window.

7. Take attendance sheet to class for learners to complete signatures.

▪ Non-Facilitators, Managers, Human Resource Manager and others submit attendance results

4.4 – Entering Results

Entering Results

When the scheduled session is complete, you can enter results for enrolled students.

To enter results for a Learner in a session, complete the following tasks:

1. Click Content > ILT > Sessions I am Teaching.

2. Click the Session ID you wish to view. The View Session window displays.

3. Click the Roster tab. The list of learners enrolled in the session displays.

4. Click the Enter Results button. The following screen displays.

5. Click the relevant check boxes and enter details for the following fields:

o Attd (Attended)

o Pass

o Score

o Notes

6. Click Submit All to save the changes and enter the results. Reset clears all changed made.

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|4.5 – Quiz Results |

|Quiz Results |

|The quiz results can be viewed in this section. The average score can be imported and the quiz results can be exported from this page. |

|To view quiz results for a Learner in a session, complete the following tasks: |

|Click Content > ILT > Course and Session Manager. |

|Click the Session Manager tab. |

|Click the Session ID you wish to view. The View Session window displays. |

|Click the Roster tab. The list of Learners enrolled in the session displays. |

|Click the Quiz Results button. The following screen displays. |

Section 5: Reports

|5.1 – Understanding Reports |

|In the Reporting documentation, 'report' refers to the formatted and organized presentation of the data, or results, returned when a query |

|is sent to the database. You can: |

|Run a report - When you run a report, the results display in a preview screen. This view is temporary and you must save the results in order|

|to maintain the data. |

|Save the report results. Saving results stores them on the Results window as shown below. |

|Schedule a report to automatically run in the future. When a report is generated from a schedule, the results are automatically saved to the|

|Results window. |

|Create a Personal template to customize the report results. The Results Window displays. |

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|Results are listed in the order the report was run with the most recent at the top. The Results window includes the following columns: |

|Name - If generated from a scheduled report, this field displays the name of the report that generated the result. If a user runs a report |

|and saves the result, this field displays the name entered by the user in the Save Result dialog. If a report has a recurring schedule |

|associated with it, there may be more than one report result with the same name. |

|Description - Can be modified by the user when the result is saved, or when the schedule for the report is created. |

|Format - HTML, CSV, Excel, or PDF. Determined by the user when the result is saved, or when the schedule for the report is created. |

|Created By - The name of the user that ran the report, or created the schedule. |

|Last Activity - The date and time the report was run, reported in GMT. |

|Run time - The length of time in HH:MM:SS it took for the report to run. |

|Delete On - The date the results will automatically be deleted from the Results window. |

|Status - The status of the result. i.e.: In Progress, Completed, etc. This field also displays warning messages. For example, if an|

|email notification fails, a message will indicate which user(s) did not receive the notification. |

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|From the Results window you can: |

|Refresh the screen to update the list of saved results. |

|Download the report results. Downloading results saves them to your hard drive or external storage device. |

|Delete a saved report result. |

|Delete All report results. |

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|5.2 – Run a Report |

|When you manually run a report you are actually previewing the results. This allows you to determine whether or not the report meets your |

|needs before you save the results, or create a schedule to run the report in the future. The preview is temporary and you must save the |

|results in order to maintain the data. You can also manually run a report from a schedule in the Schedules tab. |

|To run a report, complete the following tasks: |

|From the Reports menu, click Templates. |

|In the Templates window select either the Default or Personal tab. |

|Select the desired template. |

|Click Preview. The results displays in the Preview window. |

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|In the Preview window you can: |

|Sort the data by clicking the column headers. |

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|Edit the template to modify the dates, filters and display options in order to create a personal template. |

|Save Template if this template has been modified. |

|Save Result of the report to the Results tab. |

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|To manually run a scheduled report, complete the following tasks: |

|From the Reports menu, click Schedules. |

|Select the desired schedule. |

|Click Run Now. The report will be saved to the Results window at the top of the list. |

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Save a Report

Saving a report allows you to view the results at a later date without the need to re-run the report.

To save a report, complete the following tasks:

1. Click Templates and select either the Default or Personal tab.

2. Select the desired template.

3. Click Preview. The Preview window displays the results.

4. Click Save Result. You can also save the result from the Edit Template window. The Save Result dialog displays with a Properties tab and an Email tab.

5. In the Properties tab, complete all fields as described below.

o Name - (Required) Modifiable field pre-populated with the name of the saved template. Max character limit is 256. Cannot contain the following characters: \ / : * ? " < > |; {}

o Description - Modifiable field pre-populated with the description from the saved template. Field can be blank. Max character limit is 512.

o Format - Available options: HTML, CSV (default), PDF, Excel. Chart templates can only be saved in the PDF format.

o Delete In - Determines when the report will be automatically deleted from the Reporting interface. Choices include: 7 Days (default), or 30 Days. To store a report for longer than 30 days, use the Download option.

o Include Report Parameters - When checked, parameters such as template name, description, date generated, input options, and last successful database refresh will display in the results. Default is unchecked. You cannot include parameters in reports saved as a CSV file.

6. If desired, click the Email tab and check or uncheck the option.

o Email Notification - Sends an email to the user's SkillPort email address that indicates the scheduled report ran. If no email address is specified for the SkillPort user account, this check box will be disabled. If the current user account email address is changed, any existing schedules will not be automatically updated.

7. Click OK. The Results window opens with the saved report displayed at the top of the list. If you are saving the result of a chart template accessed from the dashboard, the Results window will not open.

5.3 – Download a Saved Report

Reports saved on the Results tab can be saved for a maximum of 30 days. To save the report past the delete date you can download it to your hard drive or external storage device.

To download a report, complete the following tasks:

1. From the Reports menu, click Results.

2. Select the desired report result.

3. Click Download.

4. Use your browser's save options to save the results to your local storage device.

5.4 – Delete a Saved Report

Saved reports will automatically delete according to the Delete On date that was created when the report was saved. However, you can manually delete a report from the Results tab as needed. The corresponding template and schedule (if one exists) are not deleted.

To delete a report, complete the following tasks:

1. From the menu click Results.

2. Select the desired report result.

3. Click Delete.

4. Click Yes in the confirmation message. The report is removed from the list.

Optionally, you can delete all the results simultaneously by clicking the Delete All button.

Include Section for formation for Branch Managers, Branch Managers, Human Resource Managers, Adhoc Trainers and all others

▪ Branch Managers, Human Resource Managers, Adhoc Trainers and all others submit Report Request.

▪ Evaluations -Utilize training and Development Form to submit request for a new evaluation before ILT is created, or edit existing evaluation.

Appendix A: ILT Courses

A.1 – Access ILT Courses

You have access to ILT courses through:

▪ Catalog - You can browse for the required ILT course using the Catalog tab in ServiceMaster University, which displays all the learning resources organized into subject-based curricula.

▪ SEARCH&LEARN - This allows you to directly search for your ILT course by the course name or ID.

▪ MY PLAN - My Plan contains the listing of the learning resources which have been assigned to you for completion. You can add any ILT course to My Plan.

▪ MY PROGRESS - Review both completed and in-progress learning assets in the My Progress area of the ServiceMaster University user interface. Quickly prints reports on your learning history as well as certificates of completion.

The following are the procedures followed to access ILT courses.

To access ILT courses using the Catalog, complete the following tasks:

1. Click Catalog in the left navigation panel of the ServiceMaster University home page. The Catalog screen appears.

2. Click the expand icon [pic]to expand the Instructor Led Training folder.

3. Select the course from the list.

To view scheduled sessions for this course, click the “sessions” link.

To access ILT courses using SEARCH&LEARN, complete the following tasks:

1. Enter the ILT course name or ID in the Search for field of the SEARCH&LEARN™ panel, displayed in the ServiceMaster University home page.

2. In the Category drop menu, select Instructor Led Training.

3. Select the language required from the Language drop-down list.

4. Click Search. The search results appear.

5. Select the course from the list.

A.2 – View Course Details

To view details of a course, complete the following tasks:

Hover over the selected course and click the Show Details link. The course information and sessions available within the course are displayed.

In the course details view you can:

o View the session schedule

o Add the course to My Plan

o Evaluate your course

o Add the course to your Watch List

A.3 – Course Summary Page

The Course Summary page displays all information on a particular ILT course.

To view the course summary, complete the following tasks:

1. Click the course name to display the course summary page:

The Course Summary page displays the following details:

▪ Session Schedule [pic]- Displays the Session Schedule page, with the schedule details belonging to that particular session.

▪ Add to My Plan [pic]- Adds the course to MY PLAN.

▪ Watchlist icons - Adds a course to My Watchlist,[pic], or removes a course from your watch list [pic].

▪ Course ID - The unique ID of the course

▪ Language - The language of the course content

▪ Cost - The cost of the course

▪ Overview/Description - The basic description of the course

▪ Expected Duration - Duration of the course

▪ Mastery Level - Skill level

▪ Sessions - This section is collapsed as default. Clicking on this link will collapse/expand the section to display or hide the details of the sessions within the course:

o Meeting schedule - Displays information on the course duration, enrollment capacity and session notes.

o Session Details - Displays the Session ID, instructors assigned, status of the session, the session type (Online or Physical) and approval requirements by the session and/or manager.

o Location - Displays information on the session and its facilities.

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A.4 – Add or Remove a Course in the Watch List

The Watch List enables you to watch particular courses.

Using the Watch List page you can:

▪ View the list of courses you are 'watching'.

▪ View the information for each course:

o Course ID - Allows you to access the Course Summary Page.

o Course Title - The title of the course.

o Sessions - The number of sessions that are unconfirmed or confirmed for this specific course.

▪ Remove a course from the Watch List.

Follow the procedures below if you are unable to attend the available course session, or if no sessions are available for a specific course.

To add ILT courses to a Watch List, complete the following tasks:

1. Access the required ILT course (refer to Appendix A.1).

2. Click Add to Watchlist to add the course to your watch list. A confirmation box appears and the course is displayed in the Watch List page. Also an email will be sent to you confirming that you have added the course to your watch list.

You can remove a course from the watch list using the Course Summary page and the Watch List page.

To remove ILT courses from your Watch List, complete the following tasks:

▪ The Course Summary page

1. Log in to ServiceMaster University (refer to section 2).

2. Access the required ILT Course (refer to Appendix A.1).

3. Click Remove from Watch list to remove the course from your watch list.

4. A confirmation box appears and the course is displayed in the Watch List page.

▪ The Watch List page

1. Log in to ServiceMaster University (refer to section 2).

2. Click Instructor Led Training on the left of your screen.

3. Click Watch List section in options that display.

4. Click the Course ID of the course you want to remove.

5. Click Remove Course from my Watch List next to the relevant course. A confirmation message appears and the selected course is removed from your watch list.

Appendix B: ILT Sessions

B.1 – Enroll in an ILT Session

You can self-enroll for an ILT course session, or your training administrator can enroll you for a session. Once enrolled, you are notified by e-mail of the location, duration, time, and date of the scheduled session. This information will also be posted in your My Plan page along with a link to launch the virtual session if the ILT session is to be held online. You will also be notified by e-mail if your request to enroll in a session has been approved.

To enroll in an ILT session, complete the following tasks:

1. Access an ILT Course.(Refer to Appendix A.1)

2. Hover your mouse over the course name to display available options.

3. Expand the Sessions section.

4. Hover your mouse over the Session ID of the session in which you want to enroll.

5. Click the Enroll link next to the Session ID.

6. You will be prompted to add the course to MY PLAN. Click Yes to add the course to MY PLAN, or click No.

After enrollment, the session is listed under the Scheduled Sessions section in the ServiceMaster University My Plan page:

▪ If the session you enroll in does not have a vacancy available, you are placed on the Waitlist where your enrollment will be approved by your manager. This occurs unless approval is not required for this session.

If you do not have a manager assigned, and are placed on the waitlist, the following error message displays: This session requires manager approval and your user profile does not specify your manager. Contact your Training Administrator to correct this.

▪ If the session has a Pending session status, it may be canceled. The session is only guaranteed when the status is Confirmed.

▪ You automatically receive a confirmation email when you enroll in a session. This occurs only if a session has been confirmed.

B.2 – View the Session Schedule

The ILT Session Schedule page allows you to view information on the sessions of one or many courses, enroll or withdraw from sessions, or join an enrolled Dialogue Live session.

To view the session schedule, complete the following tasks:

Access the page using one of the following options:

o Click Session Schedule from the Course Summary page or the Catalog view of an ILT course, to display the schedules belong to the selected session.

o Click the Session Schedule link under the Instructor Led Training shortcut in ServiceMaster University, to display all the schedules for all the sessions

The following page appears:

The Session Schedule page displays the following information:

o Course ID

o Course Title

o Start

o End

o Facility

o City

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|B. 3 – Withdraw from an ILT Session |

|If you do not wish to attend the training, you can also withdraw your enrollment. Depending on the rules of your company, there may be |

|penalties for withdrawing from a session within a certain number of days of the session. Check the rules for your organization for details. |

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|To withdraw from an ILT session, complete the following tasks: |

|Access an ILT Course (refer to Appendix A.1). |

|Hover your mouse over the course name to display available options. |

|Expand the Sessions section. |

|Hover your mouse over the Session ID of the session in which you want to withdraw. |

|Click the Withdraw link next to the Session ID. |

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Note: Note: Cancel will enable you to exit the New Course window without saving.

Note: Enrollment Status and Session Status cannot be modified in the Edit Session window.

Note: To enable the copy button, you must select a session on the Session Manager grid.

Note: To enable the delete button, you must select a session on the Session Manager grid. Important: If you delete a session with a status of “New” before canceling the session, all learners will be removed from the roster, wait list and pending approval list, but they will not receive a notification that the session has been deleted. Therefore, it is strongly recommended that you first cancel the session before deleting it. All learners will then receive a session cancelation notification.

Note: To add a Bcc, you can select users from the Session Enrolled List, Session Wait List, Course Wait List and Course Watch List. Do this by selecting the checkbox next to their names and click Submit.

Note: The Learner Report option on the Session Manager tab is only enabled if a session is selected in the grid.

Note: The results can only be modified after the session is marked complete. A Learner's results appear in a Learner's My Report.

Note: The results of each report reflect the current data held in Skillport as of the last successful database refresh which occurs automatically.  This includes group structure, user status, asset status, assignments, enrollments, approvals, and data from other platforms.

Note: Changes to the sort order are not maintained when saving results.

Note: Reports with a large amount of data may take several minutes to generate a preview. In some instances, if the report contains no data the column headers will still display, but with empty rows. Reports can also be previewed from a Template window. Reports run from schedules do not display in the Preview window.

Some Content Activity and Learning Activity reports contain a 'Completion Status' column. If the Completion Certificate option is enabled in Skillport, a Completed value in this column will be a hyperlink that allows you to view the certificate in a separate window. You can print the certificate from the File menu of the new window.

Note: If are saving the results from the Edit Template window, the template changes will not be saved. You must save the template first in order to maintain the changes.

Note: When downloading a CSV report, the file name (including the file path) should be a maximum of 218 characters. CSV file names with more than 218 characters may not open in some browsers.

Note: The maximum amount of time a report can be stored in the Results tab is 30 days. If you need to access a report past the Delete On date, use the Download option to save the report to your hard drive or external storage device.

Note: You can also have an ILT course assigned to you by your training administrator.

Note: Adding an ILT course to My Plan does not enroll you; you must select a session for the course and enroll in it directly. For more information, see Enroll in ILT Sessions.

You can only view an ILT course if you have added the course to My Plan.

Note: This icon is disabled if there are no sessions available for this course.

Note: The session is automatically removed from the Watch List if you complete the session of that course. This may also be removed from the Watch List by an administrator.

Note: You cannot enroll in more than one session of a given course at a time. If you are enrolled in a session already, that session appears in bold at the top of the session list; you must withdraw from the current session prior to enrolling in a new session of the same course.

Note: If the session you enroll in does not have a vacancy available, the Enroll link will appear as Waitlist. For more information see ILT Sessions.

Note: When you withdraw from a session, the course and session are removed from My Progress and My Plan (if the session was added).

Note: If you attempt a late withdrawal from a session, you may incur penalties from your company

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