PDF Learner's Guide

[Pages:11]Learner's Guide

THE JOINT COMMISSION ENTERPRISE | PROFESSIONAL DEVELOPMENT CENTER

Updated: 10/05/16

SumTotal Learner's Guide

SumTotal Learners' Guide

This manual will provide general information on utilizing The Joint Commission Enterprise's Learning Management System (LMS), SumTotal. This guide will provide information on how to log in to SumTotal and gain access to eLearning courses, job aids, and other professional development materials. Step-by-step instructions are included for navigating though menus and utilizing common features of the system.

Table of Contents

Logging On .....................................................................................................................................................................2 Understanding the Dashboard ......................................................................................................................................3 Utilizing the Header Bar.................................................................................................................................................4 Registering for Courses/Classes.....................................................................................................................................6 Canceling a Registration: ...............................................................................................................................................6 Completing Courses.......................................................................................................................................................7 Launching an Online Course/Learning Activity:.............................................................................................................7 Understanding Your Training Schedule .........................................................................................................................8 Downloading Files..........................................................................................................................................................9 Reviewing Completed Activities ....................................................................................................................................9 Viewing Your Training History/Transcript......................................................................................................................9 Printing Certificates/Diplomas.....................................................................................................................................10 Tracking Continuing Education Credits (CEs)...............................................................................................................10 Contacting Support for Help........................................................................................................................................10

1|P a g e

SumTotal Learner's Guide

Logging On

Joint Commission enterprise employees can access SumTotal through JNet: The SumTotal link is available under the Resources Tab, under Information.

Direct links to access SumTotal: Joint Commission Employee Access: Joint Commission Resources Employee Access:

Passwords: SumTotal utilizes a Single Sign On, so if you are using the system internally, you'll be automatically brought to your Home Page. If you are not on our network, you will log in to SumTotal using the same password you use to log on to your computer.

2|P a g e

SumTotal Learner's Guide

Understanding the Dashboard

Once in SumTotal, you will see your Dashboard. The Dashboard contains key features for easy navigation: The Header Bar, the My Learning column, the Quick Links column.

Header Bar

My Learning

Quick Links

The Header Bar contains menu buttons you will use to access various pages in SumTotal. Icons across the top allow learners to view and edit personal profiles, view the course library (catalog), search the site, view current registrations, and access help.

View and edit profile information

View the course library (catalog)

Search for courses by name, topic or date

View current registrations

Access the SumTotal Help document

The My Learning column provides a dashboard view of the number of current learning activities available. This convenient view allows learners to easily see how many activities are critical, assigned, current, and upcoming. This feature also notes any required certifications.

Quick Links are available along the right column to connect learners to transcripts, a learner's current training schedule, tips for troubleshooting the site, and resources for utilizing SumTotal's various features.

The Dashboard can be revisited at any time by clicking on the center image on the Header Bar.

3|P a g e

SumTotal Learner's Guide

Utilizing the Header Bar

Account Information ? Clicking the Self Icon opens an expandable menu (right). This menu provides the learner with options to view and edit account information, access learning activities, evaluations, transcripts, and more.

Library ? Previously the course catalog, the Library Icon opens an expandable menu (below) to access course listings. Click the white arrows to view the categories, and subcategories. Clicking on a category, or subcategory will bring up a list of activities. Clicking the white arrow next to select will bring up options to start the activity, cancel a registration, or view details.

Library Menu

Click the white arrow to expand the menu and sub-menu options

Self Menu

Employee Name

Employee Title

Learning Activities

Learning Activities is another name for classes, courses, and other resource documents or materials designed to enhance professional development. Anything posted in SumTotal that you can start, complete, register for, or download is a learning activity.

4|P a g e

SumTotal Learner's Guide

Search ? The Search Icon opens a search page for learners to search all results or search specifically for a course, video, person, report, administration items, or specific activity. Search results will automatically populate when typing in the search bar.

Did You Know?

Pages that open within SumTotal can be closed by clicking the of the page.

located on the top left

Timeline ? The Timeline Icon opens a new page listing all critical, assigned, current, and upcoming registrations. This convenient view groups learning activities by category, and allows learners to launch online activities by clicking start.

5|P a g e

SumTotal Learner's Guide

Help ? The Help Icon opens a help menu (right). Leaners can click the appropriate link to launch a new tab and search for the information needed.

Registering for Courses/Classes

Some classes and courses offered may require registration to reserve a seat or gain access to a faceto-face or online activity. To register for an activity:

1. Search or browse the Library to identify an activity.

2. Click the white arrow next to Select and click Register.

3. Choose options if any appear, then click Submit.

Cancelling a Registration

On occasion, you may have to cancel a registration for a learning activity that you cannot attend. To cancel a registration:

1. From the Quick Links menu on the Dashboard, click Training Schedule. 2. Select the box next to the activity that you wish to cancel. 3. Click Cancel Registration from the top menu (see below). Select Cancel Marked to

confirmation the cancellation.

6|P a g e

SumTotal Learner's Guide Canceling a Registration (continued)

Why do I need to cancel my registration?

Many classroom trainings and other in-person events have limited capacity. When people forget to unregister for face-to-face classes/events, seats that could have gone to others are left empty. Please be courteous to fellow coworkers and unregister for events you are unable to attend to open seats up for others who may be waitlisted.

Completing Courses

Assigned Courses: The number of trainings assigned to leaners will be present under the My Learning column of the Dashboard. Clicking on the category will open the timeline to list all current trainings assigned or available to the learner. This timeline can also be viewed by clicking the bell icon on the header bar. Learners can click the start button for a learning activity in the timeline view to launch and complete learning activities. Registered Courses: Some activities will require learners to register before being allowed access. These activities will show up in the learner's My Learning section of the Dashboard and Timeline after registration. Other activities may not require registration. These activities can be started directly from the Library.

Launching an Online Course/Learning Activity:

Online trainings show a Start button next to the learning activity's name. Online learning activities in the Timeline can be launched by clicking the start button on the right. Many online activities can also be launched directly from the library or search page by pressing the start button.

7|P a g e

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download