Download Learning Management System (LMS) Manager Mode User Guide

Document: Learning Management System (LMS) User Guide
Last updated: 7/3/14
Table of Contents
Getting Started ............................................................................................................................................................................... 4
Navigation ................................................................................................................................................................................... 4
Home Page (My Courses - Recently Accessed Courses) ....................................................................................................... 4
Engage Manager Mode ........................................................................................................................................................... 4
Next/Back Buttons ................................................................................................................................................................. 4
Navigation Bar .........................................................................................................................................................................5
Users & Groups................................................................................................................................................................................5
Manager Mode Home / Manage Users / Users & Groups ........................................................................................................5
Manage Users.......................................................................................................................................................................... 6
Add, Delete, Search for Users............................................................................................................................................. 6
Batch Import Users ................................................................................................................................................................ 9
Sample Import File ............................................................................................................................................................. 9
Registration Invitation .......................................................................................................................................................... 12
Add an Invitation ............................................................................................................................................................... 12
Search Registration Invitations ........................................................................................................................................ 14
Delete an Invitation ........................................................................................................................................................... 15
Cancel an Invitation ........................................................................................................................................................... 16
Manage Organization Groups ............................................................................................................................................... 16
Add Organization Groups .................................................................................................................................................. 17
Rename Organization Groups ........................................................................................................................................... 18
Delete Organization Groups .............................................................................................................................................. 18
Manage Organization Group Members ............................................................................................................................ 19
Manage Learner Groups........................................................................................................................................................ 21
Add New Learner Groups ................................................................................................................................................. 22
Delete Learner Groups ..................................................................................................................................................... 23
Change Learner Group Members..................................................................................................................................... 24
Manage Security Roles ......................................................................................................................................................... 29
Add New Role – Learner Role Type................................................................................................................................. 29
Add New Role – Manager Role Type ............................................................................................................................... 30
Search Role ........................................................................................................................................................................ 32
Delete Role ........................................................................................................................................................................ 32
view and Adjust Roles and Their Members ..................................................................................................................... 34
Assign Security Roles ........................................................................................................................................................... 34
Courses.......................................................................................................................................................................................... 35
View Contracts .......................................................................................................................................................................... 36
Enroll Learners ......................................................................................................................................................................... 38
Select Enrollment Method ................................................................................................................................................... 38
Select Learners or Groups .................................................................................................................................................... 39
Select Courses ....................................................................................................................................................................... 40
Select Enrollment Dates ........................................................................................................................................................ 41
Configure Enrollment Settings ............................................................................................................................................ 42
Assign Enrollment – Results................................................................................................................................................ 42
Manage Courses........................................................................................................................................................................ 43
Add Custom Courses ............................................................................................................................................................ 43
Search for Courses ................................................................................................................................................................ 44
Delete Custom Courses ........................................................................................................................................................ 45
Manage Training Plans ............................................................................................................................................................ 46
Add a Training Plan .............................................................................................................................................................. 47
Provide Training Plan Name and Description ................................................................................................................ 47
Select Courses ................................................................................................................................................................... 48
View Results ...................................................................................................................................................................... 49
Search for Training Plans ..................................................................................................................................................... 50
Delete Training Plans ........................................................................................................................................................... 50
Assign Training Plans............................................................................................................................................................... 50
Select Training Plan ............................................................................................................................................................... 51
Select Enrollment Method .................................................................................................................................................... 51
Search Users or Groups ........................................................................................................................................................ 52
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