Fundamentals of Training Administration

Transcription

MUHC Learning Center
Fundamentals of Training Administration
Center for Education and Development
01/09/2007
Table of Contents
Introduction ................................................................................................................... 1
The Web-Based Administration Center ....................................................................... 3
Section 1 - Working with People .................................................................................. 5
Section 2 - Creating Classes in Pathlore ................................................................... 17
Section 3 - Working with Registrations ..................................................................... 21
Section 4 - Working with Reports .............................................................................. 30
Appendix A – Task List ............................................................................................... 40
Appendix B – Report Sample ..................................................................................... 44
Appendix C – Codes and Shortcuts .......................................................................... 46
Appendix D – Report Curriculums ............................................................................. 50
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Introduction
What is an LMS?
The MUHC Learning Center is a learning management system
(LMS) that manages and tracks training information. This could
include classroom training, web-based training, and on the job
training. The LMS manages users, registrations, rosters, classes
and courses, groups and curriculums.
LMS
Functionality
The following is a list of the basic functions for delivering training
with the MUHC Learning Center:
Manage Data about People
Define curriculums-groups of courses that classes are run against
Manage Courses-Manage online and classroom based courses
Assign training to students-Assign classes to a training plan
Assign curriculums to a student
Enroll a student in trainingTake the training
Complete the training
Evaluate the results-Use Gap Analysis to assess the training,
monitor progress toward meeting requirements
User roles in the
LMS
Training
Administrator
A person may have several different roles in the LMS:
This person performs administrative tasks based on the security
restrictions assigned by the system administrator. These tasks
can range form simply registering student to finishing classes.
1
Logging In
To begin, you need to enter the LMS
1. Select the Administration Center from the drop down menu.
2. The system will compare your username with your Active directory listing and
automatically allow you to enter the system.
The welcome screen will display.
There are six “centers’ that access the web based functionality. You will perform all of
your admin Tasks from the Administration Center.
Tasks that can be done in the Administration Center:
•
•
•
•
•
Manage classes, people, and curriculums.
Perform and control registrations.
Manage administrative functions.
Mange Resources.
Create reports using Gap Analysis.
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The Web-Based Administration Center
Purpose - To lean about and practice using the features of the LMS Web-based
Administration Center.
Objectives - You will learn about
•
•
•
•
Searching for Information
Managing staff records
Manage class records
Managing registration activities
Setting My Preferences
My Preferences allows the administrative user to set up the system so that they can
work more efficiently when in the system. There are two changes that are highly
recommended:
1. Set the initial option for the Administration Center to People. That means that
every time you enter the Admin Center you will go directly to the People section
thus saving you some time.
2. Check the automatically restore previous search criteria box. This save a lot of
typing while doing Advanced searches.
The goal is to allow you to maximize your efficiency while in the system. There is a list
of the Pathlore shortcut keys on page 43 of this manual. The Pathlore shortcut keys are
fully customizable as well.
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4
Section 1 - Working with People
Let’s begin by looking at a person record. We will look for one of your employees and
then we will the LMS elements that are associated with her record. First you want to
select the administration Center:
This will open the Administration Center. This is where you will perform all of the
normal administrative functions necessary for your department or unit.
You will primarily perform the administrative functions for your department in the
following areas: Classes, People, Registrations, and Gap Analysis.
First, let’s take a look at how a particular staff member or class can be found in the
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Performing Searches
You can search for classes, courses, people, or curriculums. The search function is
similar in each case, so we'll look specifically at a search for an individual.
There are two types of searches: basic and advanced. In a basic search, you can
search for a person or people by such identifiers as unique key, last name, or user 10.
To perform a basic search, select the field type you would like to search by, type the
search criteria in the text field and then click the Find button.
You can use wild cards to replace characters in a search field. This allows you to search
for all values that, for example, start with a certain sequence of letters. Wild cards can
be used in a value for character-type fields only (wild cards are not permitted for dateor number-type fields).
Wildcard
Description
For example,
Underscore
(_)
An underscore matches
exactly one character
and can appear
anywhere in a value.
Typing the value ENGR_O in the From box for a
Job Code field lists people whose job code is six
characters long, begins with the characters ENGR,
and ends with0 (for example, ENGROO, ENGR10,
and ENGR20).
Percent ( % )
A percent symbol
matches any sequence of
zero or more characters
and can appear
anywhere in a value.
Typing the value MAR% in the From box for
the Last Name field lists people whose last
name begins with the characters Mar and
ends with any characters (for example, Mark,
Marquette, and Martin). Note that the basic
search field assumes a % wild card search.
For instance, entering an M in the Last Name
search field will return all last names beginning
with the letter M.
Note: The search function is not case sensitive.
Basic Search
The basic search will do a wildcard search for one individual, class, etc. The person or
class name is entered in the search box and then the Find button is clicked.
If you only know part of the person’s last name, you enter the letters and click find. This
will return a list of staff that have those letters in their name (e.g. type in huff and it will
return staff named huff, huffington, hufffield, etc.). You can also search by SSN and
username.
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The basic find for people also has a list to search for active users (current staff),
inactive users (former staff) and to search both.
All of the other basic searches (class, course, etc.) follow the same basic idea.
Advanced Search
The advanced search window is a much more accurate search and will easily allow an
administrator to search for and display their entire department with just one search.
The advanced search window is accessed by clicking on the Advanced link which is
next to the Find button for a basic search. An administrator will have numerous ways
finding either entire departments or a specific person.
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The top section is for finding an individual, the middle section covers groups and several
user categories, and the bottom section is where you have the most flexibility in finding
all staff in a single department. In the middle section the active status defaults to search
for active staff members.
The most common search is to pull up the members of a department from one of the
available department codes. In the bottom sections, click on the down arrows and
select the area that you wish to run your search against (in this case, HRDEPTID).
Then you need only to enter the code you wish to search against.
Then you click the Find button in the advanced search area to run the search. It will
display all of the active people who have that particular HRDEPTID. This displays the
staff of the Center for Education and Development.
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Clicking on the name link will put the staff names in alphabetical order. This will make it
easier to find the staff member that you want.
You can also search against DeptId and HRDEPTID. You can find the appropriate code
by checking a person’s record in that department and copying it from there.
Searching for a Person Using Groups
Groups are units that are organized against some common characteristic (title, location,
etc.). In Pathlore, these characteristics are the fields in the database. The most
common ones that we use are Title Code and MoCode.
Once a group is created it is easy to use that group to look at all members of a
department or unit.
First, you must open the group window in the Advanced Search form. Click on the form
window button.
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Then you will be given a list of choices to choose from. The groups are organized by
facility and unit.
The group goes from facility (MRC) to
major unit (Ancillary Services) to
department (Laboratory) to MoCode
(H0188). The MoCode can then be
broken down to Title Codes to define
different training needs.
You then select the area or group that you want.
Click on the find button and a list of staff for that unit will be displayed.
Exercise - Searching for a Person
Now let’s search for someone. You will look up your own record and then we will look
at the data elements that make up a staff member’s record.
Step
1
Action
Select People from the navigation bar
2
Type your name in the Search field to initiate a record search.
3
Click the Find button to execute the search and display the matching
names.
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How Staff Member Data is Organized
For each person, associated data is organized and stored in different folders, so that it
is easy to find and manage. To enter, view, or change data in a folder, you need to click
the appropriate tab. Notice the tabs available on a person's record:
•
•
•
•
•
•
•
ID Data
Transcript
Plan
Groups
Curriculums
Notes
Mail
Above the tabs for each folder is a description box. This box displays identifying data
about a person such as name and unique key, regardless of what folder you're in. This
description box called a "view" and can be customized by the system manager to
display fields that are important to the hospital.
Other Information
Also notice the following:
•
•
•
•
Dog-eared folders indicate which tabs have associated data
Asterisks next to field entry boxes indicating required fields
Prompts that appear in status bar
WYSIWYG (case)
Scroll down to see the following:
•
•
•
Admin user' checkbox
Date Last Updated field
Updated By field
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The ID Data Folder
The ID Data folder contains specific information about a person, such as name, unique
key, user id, password, etc.
The Transcript Tab
The Transcript folder has one sub-folder for Training. The Training Transcript folder
contains information about classes for which a student has some type of registration
status (for example, registered, enrolled, finished, and canceled).
The Plan Tab
Likewise, the Plan folder has a Training sub-folder. The Training Plan folder lists all of
the training that a student intends to take.
When a curriculum is assigned to a student or to a group to which a student belongs,
the system will automatically update the student's Training Plan to include the
appropriate courses.
Depending on how you set up your Student Center, students may also have the ability
to modify their plans themselves.
Note that items can be copied from one Plan folder to another Plan folder
The Group Tab
The Groups folder identifies the group(s) to which the student is assigned. A group is a
set of users with the same training needs or job responsibilities. By using groups,
multiple persons (for example, all project managers) can quickly be assigned the same
set of curriculums. We'll discuss this concept in detail later in this module.
The Curriculums Tab
The Curriculums folder identifies what curriculum the student is assigned to. You can
add and remove a student from a curriculum. Items can be copied from one Curriculum
folder to another Curriculum folder. Curriculums have two functions: auto-assign and
self-assign.
The Notes Tab
You can use the Notes folder to store miscellaneous data about a person, such as data
that can't be entered in the person ID Data fields. These notes are not copied to any
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people created by templating another person. A note can contain up to 32,000
characters.
The Mail Tab
The Mail folder contains a list of all training correspondence that has been sent to a
person. The contents of the Mail folder (also referred to as the Mail Log) are presented
in date order with the most recent correspondence at the top.
You can find the following information in the Mail folder:
•
•
•
Name of the form letter document Date it was sent
Sequence number
Batch number
Person Functions
Review a Transcript
One of the most common functions that you will perform is to pull a staff members
transcript for review and to be printed for use with an evaluation.
First, you must open the transcript on the person record.
Step
1.
2.
Action
Click on the Transcript Tab.
Click on the CP button to put the classes in Priority order.
The course priority button on the transcript menu bar will organize the courses in priority
order. This will make it easier to review a transcript for all necessary and assigned
courses.
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The course priority codes are
When the course priority code button is clicked the classes will be listed in alphabetical
order from A to Z. Once the classes are in priority order the transcript can be printed for
attachment to an evaluation or for review.
To print a transcript:
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Step
1.
2.
3.
Action
Click on the print preview button
Review the transcript to ensure that is the information needed.
Click on the print button on the bottom of the screen.
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A transcript can be printed for review at any time.
To see all of the information on a transcript, it is best to print it with a landscape
orientation. Click the print button, and when the print dialog opens look for a button on
the right-hand side labeled Properties. Select that button. Look for either a button or
that will change the orientation from portrait to landscape.
If you have questions about this in your particular area, check with the tech that
supports it or call the ITS Help Desk.
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Section 2 - Creating Classes in Pathlore
A class is the primary way to track attendance at a training event in an individual unit.
This way a unit can track the additional training events that are important to
management throughout the year, to meet unique unit requirements and for reporting.
Most classes are created from courses. The best way to look at the differences
between courses and classes is:
A course is a template;
A class is an event.
CED creates the initial Course Code and from that the unit administrator can create any
number classes from a template. If you need an additional Course Code contact CED
at 882-4161.
E-mail confirmations and reminders can also be built into course and will be sent out
automatically when the class that has them is created. These are setup by CED staff
during the creation of the course.
The in-service codes that are created have a set definition:
IN-Inservice
U-Location (C=CRH, U=UMH, E=EFCC, etc.)
CD-Unit A two character designation to differentiate units
01-the number of the course
Create a Class
To create a class, click on the courses button at the top of the administration center.
Search to find the course code you want. This will open the course. Note: Much of the
information on the course page is grayed out. Unit administrators cannot create or
change course information.
In Pathlore, if you see an arrow on an information bar, there is a menu that can be very
helpful in performing many tasks in the system.
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Click on the Course button and then select new class from.
This will open the New Class from window in the Classes tab.
The course code line is still grayed out. That cannot be changed. Most of the
information may be modified by the department Administrator. The items that need to
be changed are:
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1. The start date – That can be changed either with the calendar popup or by typing
the new date in the field.
2. If you check reset dates in the upper right of the window, you do not have to
change any of the other dates on this page.
3. The start/end time of the class.
4. The type of training and priority can be changed if necessary.
5. Any item with a red asterisk must be filled in with information.
6. The class owner field must be changed to D – Department User if necessary
before saving.
Note: The course delivery options are shown below. If the delivery method being used
to in the list, pick the method closest to it. Notify CED of this and if that method
becomes used regularly it can be added to the dropdown list.
Additionally, an administrator can set up recurring classes at this time if needed and
appropriate criteria can be determined.
If this is used to create a series of classes and one falls at an inappropriate time (e.g.
instructor vacation); contact CED at 882-4161 and that class can be deleted so it does
not appear. Unit administrators do not have the capability to delete information in the
learning center.
After all of the class information is entered click on the
and review classes.
Save button to save change
Adding Outside Educational Events
Many times staff members will attend educational or professional development events
that need to be recorded on a transcript. A course code of External has been set up to
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cover those small events that need to be recorded on a staff member’s transcript. By
using this code it will be easy to quickly identify those events while scanning a
transcript.
To Create a Class from the External class:
Step
1.
2.
3.
Action
Create a class from the External Course Code.
Rename to make it more meaningful change the Class owner to
Departmental User. Save the class
Add members to the roster.
Deleting a Class
There may come a time that class is created but later needs to be deleted (an error in
the date or class cancelled). A unit administrator does not have the rights to delete the
class.
To get a class deleted, locate the Class Locator Number (CLN-a unique number that
identities the class in Pathlore) on the class page:
Send the following information to the Center for Education and Development:
1. CLN (last 5 digits only)
2. Class Name
3. Requestor
CED will delete the class and notify the unit when it is done.
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Section 3 - Working with Learning Plans
There is a new method of assigning training courses to staff that will be implemented
over the course of winter and spring 2007. By using a learning plan, it will be easier for
a staff member to review the training that they must take. Training requirements can
easily be assigned via a curriculum (one or more courses grouped together) to a group
or to an individual staff member by an administrator on a case by case basis.
There are some basic concepts that are important to understand before learning how to
assign training and then access training via the learning plan. The administrator who is
involved in setting up the plan must understand about curriculums and groups.
Curriculums
A curriculum is a curriculum is a course or a group of course that you may want to
assign to an individual staff member or a group of staff. Curriculums can also be used
to run reports against.
Curriculums are only created by CED staff to meet the needs of the widest possible
group in a facility. Curriculums are generally organized by facility.
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Section 4 - Working with Registrations
A registration is the record of a person’s attendance/non-attendance in a class. This
can be use to determine the number of staff attending an event and to record their
attendance at that event.
A staff member’s status in the class is recorded using the codes in the Learning Center.
There are no other codes currently available. The codes available in the registration
window:
The codes that are of Primary interest to an Administrative User are:
1. E – Enrolled. This means a staff member has a seat reserved in a class for
them.
2. F – Finished. This means the staff member has completed a training event or
has achieved a passing score.
3. U – Unmastered. Did not achieve a passing score in an online module.
4. I – Incomplete. Did not finish or pass a training event.
To add Staff Members to Class Roster
The easiest way to add a class to is to first open the class in the class tab. Use the
class shortcut button to access the class menu. Then select Open in registrations.
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This will take you to the registrations screen.
This is the primary location to add staff to a class and “finish” the class. Finishing a
class is when a completion status is assigned to every class participant.
A class status can be added to a single person or to a group of people. For unit
administrators, the primary enrollment status that will be used is F for finished. This is
the code that will signify that a staff member has successfully completed the
requirements for a training event.
Now you add a person or persons to the Name/Registration status area. Type the last
name of the staff member and click Find. Select the member whose record that you
want to update from the Find person window.
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This will then open the information for the registration for that staff member for that
class.
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Once a status is changed, the other fields are populated with the Date/time of the
changes when saved.
To Change or Add an enrollment for a single staff member:
Step
1.
2.
3.
4.
5.
Action
Open the Class in the Class tab.
Open the class drop down menu and select “Open in Registrations”
Search for and select the staff member whose record you are modifying.
Select the appropriate enrollment status.
Click the
Save button to save changes.
Batch Add Staff to a Class Roster
The ability to batch add staff to a roster is one the more useful tools in the system.
Instead of adding just one person at a time, an administrator can add multiple people at
one time. This can significantly shorten the amount of time it takes to add staff to a
class.
Append or Replace?
The process for add multiple individuals to class is much the same as adding a single
member to a class. It however changes when an administrator adds the second and
subsequent members to the roster. There a decision must be made to append or
replace the person on the seen on screen.
Type the last name of the staff member and click Find. Select the member whose
record that you want to update from the Find person window. Go to the next member
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that you want to add to the roster. Once click on the select button to move that person
to the roster, you will see the following window:
Clicking the append button will create a list of people that are going to be added to the
class. Clicking the replace button will replace anyone currently on the list with the single
individual that that you just found.
The easiest ways to add staff is to batch add them off of the
HRDEPTID or a group if it is available. First select your class
and add it to the registration window. Then click on the
Advanced link .
This will open the Find Person Window. Using the drop down
menu, select the HR Dept ID field and enter your HRDEPTID
code.
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Then click the find button. This will display a list of all active members in the
department. You can either click select all to add all department staff to the roster or
using the CTRL key and the left mouse button select the individual members for that
class event.
Once you select the members of the training event, click the select button to add them
to the roster. If anyone is already on the roster, the append or replace will pop-up.
Then select the appropriate registration status and click the batch add button. Te class
will be done and a confirmation window will display.
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Step
1.
2.
3.
4.
5.
Action
Open the Class in the Class tab.
Open the class drop down menu and select “Open in Registrations”
Search for and select the department members whose record you are
updating.
Select the appropriate enrollment status.
Click the
Save button to save changes.
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Section 5 - Working with Reports
One of the ways to leverage information in the Learning Management System, is the
ability generate reports to view the status of training in a department. This information
is generated from two other sources:
a. Curriculums – a group of classes which you need to track the completion/noncompletion of (e.g. annual mandatory classes).
b. Groups – a set of staff with common characteristics that you need information
about. In general, a group will be defined by the HRDEPTID or MOCODE.
This is an evolving area and will be undergoing changes in the future as we get better at
defining what we are looking for.
We will take a quick look at how a report is run. The basic format, groups and
curriculums are developed by CED. Once a report is developed it can be run by
anyone.
Reports are run from the Gap Analysis tab in the Admin Center.
You will note that both New Report Definitions and New
Report Def. From are grayed out. This is to prevent a
proliferation of reports that may or may not work. Only
CED can create new reports but we will be glad to work
with any administrator to customize a report.
You would select a report that you need to run, select the
criteria and run the report. The first step is to select the report that you want to run.
Click on Report Definitions to display a list of the reports available to be run. It will be
easier to find a report to if you run a filter against to limit the number of reports you
actually see.
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You can actually set up a default view that is specific to you when entering the report
definitions page. To do this first you must select the analysis type and then the report
type (if desired) you are most likely to run.
The Individual Profile Report is a good place to start for most people and the report type
can be changed at any time and the default view saved.
Then, select the report that you want to run.
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The following abbreviations are used in the Report Definitions Window:
CED=Custom Report or test report designed by CED Staff
UMH=University of Missouri HealthCare Report (uses curriculums based on UMHC
Annual Mandatories)
CRH=Columbia Regional Hospital Report (uses curriculums based on CRH Annual
Mandatories)
MRC=Missouri Rehab Center
Global=A report that will work for either facility as is.
IPR=Individual Profile Report
GSR=Group Summary Report
HRDEPTID=The report is run against the HRDEPTID of a unit.
MOCODE=The report is run against the MOCODE of a unit.
Individual=The report is run against the EMPLID of a staff member to generate a one
page report.
Group=The report will be run for all staff member in a MOCODE or HRDEPTID.
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CRH_IPR-Group_MOCODE=CRH Individual Profile Report for an entire group by
MOCODE
After a report is selected, the report definition screen will be dislayed.
To run the report click on the submit report icon
.
The Submit Report window will then display.
1. Make sure that the use curriculums radio button is selected.
2. Check the “match all” box is checked.
3. Select the curriculums that you wish to run against. You can find a list of
courses in a curriculum in Appendix D.
4. Then click Submit button at the lower left of the screen.
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You will be prompted to enter your HRDEPTID or MOCODE depending on the report
that is run.
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On a report that requires the entry of information in a list (e.g. multiple MOCODES or
Title Codes) you will need to edit the list of codes that the report will be run against.
The Edit list button will be available to add and/or edit the codes.
You click the button and the Edit List window opens.
Enter the codes to run the report against and click OK. The report will then start
processing based on when it hits the report queue.
Next, click on the Submitted Reports link.
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On the Submitted Reports page, it will be easy to Identify and view your report.
The Refresh Icon updates the percentage complete status. This will help determine
how far along a report is. The view icon will
When the report is done, the Report name will turn into a link, the status will change to
complete and the interactive status will be checked.
You can click on the report name link to open the report. If you only want to view
reports that you have run you can set the filter to “Submitted By Me” and only see the
reports you submitted.
Once you determine the report that you want to view, you can view and save it in one of
4 formats. The formats are:
1.
2.
3.
4.
Adobe PDF
HTML (web page)
Excel CSV (comma delimited file)
Excel file
You will be able to download the report in a format that meets your needs.
Note: If you do not know the HRDEPTID or MOCODE, you can check the person
record of someone in that area and look it up in that area. It is suggested that you
record this information in a Notepad document so that you can copy an paste it into the
query.
Run an Individual Profile Report (IPR)
The Individual Profile Report looks at the status of courses assigned to an individual on
a given day.
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This report is good for taking a look at the progress an individual towards completing
yearly annual mandatory and can be used to support the education portion of annual
evaluation.
One of the advantages of the IPR is the ability to mix and match curriculums to craft
specialized reports. There are two different reports one for a department or one just to
report on a single individual. The both run the same way.
Run the IPR
To run the IPR, go to the gap analysis tab.
1. Click on the Report Definitions link.
2. Select the Report Type…in this case the Individual Profile Report (Second).
3. Select the version that you want to run.
.
4. Click on the submit button
5. Rename the report so that you can find it.
6. Select the curriculums that you want to run against by highlighting each one
(Reminder you can use the Ctrl key to multi select curriculums).
7. Check the match all people to selected curriculums checkbox.
8. Click the Submit button to run the report.
9. You will be prompted to enter your HRDEPTID or MOCODE(if running the
individual report you will also be prompted to enter the staff members EMPLID).
10. Click on the Submitted Reports hyperlink to check and see if your report is done.
11. When your report is in a completed status, click on the link to open and review
your report. Make sure you save your report to your Desktop as it will be deleted
in 3 days out of Pathlore.
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Run a Transcript using an IPR
To run a transcript using an IPR, go to the gap analysis tab.
1.
2.
3.
4.
Click on the Report Definitions link.
Select Training in the Filter by Analysis Type (First).
Select the Report Type…in this case the Individual Profile Report (Second).
Select the version you want to run.
.
10. You will be prompted to enter your HRDEPTID (if running the individual report
you will also be prompted to enter the staff members EMPLID).
Run an Group Summary Report (GSR)
The Group Summary Report gives a very generic look at a department and how close it
is to completing a curriculum or set of curriculums. This gives a snapshot of how a
department is doing. This can be especially useful if checking on the progress against a
required report.
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The bottom has the total number of people that the report is run against and the Percent
met (the total # of courses assigned/the total number of courses completed). In this
case the curriculum consists of 3 courses for 20 people. That is a total of 60 courses
that need to be completed to achieve 100% completion. Currently 12 courses are done
so 60/12=20% overall completion rate.
Run the GSR
1. Click on the Report Definitions link.
2. Select Training in the Filter by Analysis Type (First).
3. Select the version of GSR that you want to run that you want to run
.
9. You will be prompted to enter your HRDEPTID
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Appendix A – Task List
Staff Member
Task-Review Mandatory Modules
1.
2.
3.
4.
Go to CED web site: http://web.hsc.missouri.edu/ecs/
On the dropdown menu select Learning Center
Login to the Learning Center using either SSN or EMPLID
Select the appropriate section of the Mandatory Modules to review the
courses necessary for the current Year.
Review Transcript
1. On the Learning Center main page find the Transcript button on the lefthand side of the page under Information.
2. Review transcript.
3. If the transcript is to be printed click anywhere in the body of the transcript
and go File>Print. Failure to click in the body of the transcript will result in
the frame on the left-hand side of the pate to print.
Administration Center
Overview of the Administration Center
My Preferences
1. Click on the Home tab.
2. Click on the My Preferences button.
3. In the General tab set the initial options for where to start in the
4. Set any additional options for advanced find that you want.
5. Click on the Administration Center tab.
6. Select the default options that you want in the Administration Center.
Sections in the Administration Center
1.
2.
3.
4.
5.
6.
7.
Home-Basic Admin shortcuts
Classes-Where classes are created and modified
Courses-Where courses are modified
Groups-Where groups are built
People-where to access and review a person record
Registrations-where enrollments are managed
Curriculums-where groups of classes are created
40
8. Class Resources-where resources for classes are identified
9. Gap Analysis-where reports are created and run
Search Functions-Wildcards
% - any matches to the search term
_ - a single letter that can be filled in to create a match
Search Functions-Basic Search
Under the options section in any tab:
1.
2.
3.
4.
Select your Search By criteria or go with the default setting.
Type in your search term.
Left click on the find button.
This is wildcard search with the % wildcard included though not seen.
Search Functions-Advanced Search
1. In the Search By area, click on the Advanced link to open the Advanced
search box.
2. Enter your criteria for the search.
3. Be sure to use wild cards to expand your search.
4. Select any additional criteria for your search.
5. Click on the find button to execute the search
6. Click on the previous button to restore the last set of search criteria
entered during current session.
Person Record
To review a person record, click on the People button in the Administration
Center. A tab with information in it will have either a blue or gold dog ear on it.
1. Once in a person record you should verify the supervisor and e-mail copy
fields are accurate on the ID data tab.
2. The Unit Hire Date is an optional field that can be filled in if desired by the
unit administrator.
Review and print a transcript
1. Click on the Transcript tab.
2. Finish any classes that need to be closed for that staff member.
3. To print a transcript click on the printer icon in the upper right corner of the
page.
41
4. A new window will open. Click on the Print button at the lower left of that
window.
5. Select the appropriate printer in the Print dialog box and click print. Then
close the window.
Create a Class
What is a Course and what is a Class:
Quite simply:
A course is a template,
A class is an event.
Create a New Class
To create a class from a course:
1. Go to Course Tab
2. Search by either Course Code or Course Name to find the course you are
using as a template.
3. Click on the course drop down menu
4. Pick the 4th selection…New Class from.
5. New Class from screen appears
6. Asterisk denotes a required field
7. Change your Class Name
8. Change Start/End Date/Time for the Class
9. Change any of the other information that you want.
10. Click on the save icon at the upper right.
11. This creates the new class.
Print a Roster
1. Once registrations have been entered in a class, a transcript can be
printed.
2. Enter the particular class that you want.
3. Click on the roster tab button.
4. Click on the printer button at the upper right.
5. Review the print preview.
6. Click the print button to print the roster.
42
Work with Registrations
Adding a single staff member to a roster
1.
2.
3.
4.
5.
6.
7.
8.
Open the class you want to enroll or finish staff members in.
Click on the class drop down menu.
Select the bottom menu item-Open in Registrations.
To finish a class, enter person’s last name in the People Options search
box and click find.
Select the staff member that you want to enroll/finish in the class.
Highlight their name and click Select.
Highlight their name in the list and select the appropriate Event status.
Click Save.
Adding multiple staff members to a roster
1.
2.
3.
4.
Open the class you want to enroll or finish staff members in.
Click on the class drop down menu.
Select the bottom menu item-Open in Registrations.
To finish a class, enter person’s last name in the People Options search
box and click find.
5. Select the staff member that you want to enroll/finish in the class.
6. Highlight their name and click Select.
7. Repeat for the next person. When asked whether to append or replace –
select append.
8. This will be build a list to batch enroll staff members into a class.
9. Select the appropriate event status for the group.
10. Click the multi-disc save and this will batch enroll them in the class.
Work with Reports
1. Go to the Gap Analysis tab.
2. Click on the Report Definitions button.
3. Select the report definition
.
43
Appendix B – Report Sample
Group Summary Report
Individual Profile Report
44
Individual Profile Report used to run a Transcript
45
Appendix C – Codes and Shortcuts
Pathlore Shortcut keys
46
Windows Shortcut keys
Key combination
Ctrl + X
Ctrl + C
Ctrl + V
Action
Cut
Copy
Paste
Pathlore Codes and report parameters
Course Priority
Registration Codes
47
24-Hour Clock Conversion
Table
12hr Time
24hr Time
12 am (midnight)
1 am
2 am
3 am
4 am
5 am
6 am
7 am
8 am
9 am
10 am
11 am
12 pm (noon)
1 pm
2 pm
3 pm
4 pm
5 pm
6 pm
7 pm
8 pm
9 pm
10 pm
11 pm
48
0000hrs
0100hrs
0200hrs
0300hrs
0400hrs
0500hrs
0600hrs
0700hrs
0800hrs
0900hrs
1000hrs
1100hrs
1200hrs
1300hrs
1400hrs
1500hrs
1600hrs
1700hrs
1800hrs
1900hrs
2000hrs
2100hrs
2200hrs
2300hrs
49
Appendix D – Report Curriculums
05/06 Curriculums for Individual Profile Reports (UMH) and
Group Summary Report (UMH)
Core Modules for all Staff
Core Modules ID: UMH_AM_01
50
Core Plus General Back Safety ID: UMH_GN_02
51
Core Plus Radiation Module ID: UMH_GN_01
52
Staff with Direct Patient Care
Core Modules ID: ClinGen01
53
Nursing Staff
Core Modules ID: UMH_Clin_01
54
55
56
ACLS ID: AHA002
PALS ID: AHA001
57
UMH BLS ID: AHA003
This curriculum will look for any one of the 5 above course codes for BLS qualification.
PALS ID: AHA001
58
UMH BLS ID: AHA003
This curriculum will look for any one of the 5 above course codes for BLS qualification.
06/07 Curriculums for Bariatric Education for All Staff
General Bariatric Module for all staff
Bariatric ID: BAR001
59
Clinical Bariatric Education for designated staff
Bariatric ID: BAR002
60

Fundamentals of Training Administration

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