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MANAGER’S USER GUIDE

INDEX 31. HOW TO APPROVE OR REJECT A LEARNING ENROLMENT REQUEST 52. HOW TO CREATE AND RUN BASIC REPORTS 123. UNDERSTANDING REPORT TYPES 134. VIEWING DETAILS ABOUT USERS 13 16 4.1 ACCESSING USER DETAILS VIA THE ‘USERS’ TAB 19 4.2 ACCESSING USER DETAILS VIA THE ‘ENROLMENTS’ TAB 4.3 ACCESSING USER DETAILS VIA THE ‘REPORTS’ TAB 265. LEARNING EVENTS AND SESSIONS EXPLAINED 26 30 5.1 CREATING A LEARNING EVENT 32 5.2 CREATING A SESSION 36 5.3 EDITING OR ADDING FURTHER SESSIONS 5.4 MARKING USER ATTENDANCE OF A SESSION

CHAPTER 1HOW TO APPROVE OR REJECT A LEARNING ENROLMENT REQUESTLearnConnect users can lodge a request in the system to enrol in learning activities. Once they’ve doneso, you will receive a notification email advising that your approval is required.Depending on how your organisation has set up its approval hierarchy in LearnConnect, learningenrolment requests may require a second level of approval by an administrator or another managerwithin your organisation.To approve or reject a learning enrolment request, log in to LearnConnect and follow these steps: Under the ‘Manager Users’ tab, select ‘Approve Learning’. 3 / 39

CHAPTER 13 You’ll see a confirmation box. Select ‘Yes’ or ‘No’. 4 / 39

CHAPTER 2HOW TO CREATE AND RUN BASIC REPORTSLearnConnect enables you to create custom reports, giving you a range of options for data analysis.Follow the steps below to create a report in LearnConnect.To create a report, login to your LearnConnect Centre and follow these steps: Under the ‘Reports’ tab, select ‘Customs Reports’. 5 / 39

CHAPTER 2Select ‘Create a Report’. 6 / 39

CHAPTER 2Underthe‘ReportType’heading,you’llseea drop-downbox.Expand the list, and select the report you wish to run (e.g. ‘Enrolment’). 7 / 39

CHAPTER 2Underthe‘Filters’headingyoucanchoosetofilter yourraecpcordt ingtoparticular fields,operatorsandvalues.8 / 39

CHAPTER 2To filter your report by particular (e.g.‘UserDetails’and‘GroupTypes’)select the relevant checkboxes under the ‘Select Columns’ menu. 9 / 39

CHAPTER 2Select the ‘Run Report’ button.10 / 39

CHAPTER 2You’ll see the results of the report on screen. Choose to ‘RefineReport,‘SaveReport’or ‘Export’thereport.8 Whenexporting yourreport,selecttheformatyouwantthe report exported in (CSV, XLSX or PDF), and then select the ‘Export’ button. 11 / 39

CHAPTER 3UNDERSTANDING REPORT TYPESYou can create a range of reports within LearnConnect.The report types most commonly used by managers comprise:• Enrolment reports• Progress reports• Progress Course reports• Learning Event Session attendance reports• User reports.Below is a list of all reports types and their functions, arranged by category.ENROLMENT• Enrolment: outlines user enrolments in particular learning items• Learning Event Session Attendance: lists attendance in a learning event (e.g. face-to-face session)• Other Learning: captures information users upload (e.g. evidence-based information and certificates)• Progress: monitors user course progress• Progress Course: outlines user progress in courses, as well as course details• Progress Trackable Document: provides information on trackable documents that are in progress.TEST• Answer: provides a list of short answers or responses given by participants in assessments or surveys• Question: lists questions presented to participants in assessments or surveys• Test Attempt: provides information relating to user course attempts (e.g. dates attempted and scores).USER• Log-on Session: provides information about how users interact with your LearnConnect Centre (e.g. where, how and when users are logging onto LearnConnect)• User: reporting on user information (e.g. a report about employees within the organisation).OTHER• Catalogue Item Learning Asset Link: reporting on courses and learning asset names• Library Item: provides course information about library items (e.g. certificates enabled, library item tags, re-enrolment options, last modified and availability)• Resource: provides information about resources added to the LMS (e.g. PDFs).12 / 39

CHAPTER 4VIEWING DETAILS ABOUT USERSYou are only able to see details about users if they report directly to you within the system.There are three different ways to access details about users: the ‘Users’, ‘Enrolments ‘and ‘Reports’functions. Each of these is described below.ACCESSING USER DETAILS VIA THE ‘USERS’ TAB CHAPTER 4.1Login to LearnConnect, select the ‘Manage Users’ tab, and then select ‘Users’.13 / 39

CHAPTER 4.1You’ll see onscreen a list of all users that report to you.Select the ‘Search for Names, Email, Username or Group Names’ button.14 / 39

CHAPTER 4.1Typeinthename,email,surnameorgroupnameoftheuserwhosedetailsyou’re looking for, and select ‘Search’.15 / 39

CHAPTER 4.2ACCESSING USER DETAILS VIA THE ‘ENROLMENTS’ TAB Login to LearnConnect , select the ‘Manage Users’ tab and ‘Enrolments’.16 / 39

CHAPTER 4.2You’ll see onscreen a list of all users that report to you.Select the ‘Search for Names, Email, Username or Group Names’ button.17 / 39

CHAPTER 4.2Typeinthename,email,surnameorgroupnameoftheuserwhosedetailsyou’re looking for, and select ‘Search’.18 / 39

CHAPTER 4.3ACCESSING USER DETAILS VIA THE ‘REPORTS’ TABLogin to LearnConnect, and select the ‘Reports’ tab and select ‘Custom Reports’.19 / 39

CHAPTER 4.3Select ‘Create a Report’. 20 / 39

CHAPTER 4.3Underthe‘ReportType’heading,you’llseea drop-downbox.Expand the list, and select the report you wish to run (e.g. ‘Enrolment’). 21 / 39

CHAPTER 4.3Underthe‘Filters’headingyoucanchoosetofilter yourreportaccordingtoparticular fields,operatorsandvalues.22 / 39

CHAPTER 4.3To filter your report by particular (e.g.‘UserDetails’and‘GroupTypes’)select the relevant checkboxes under the ‘Select Columns’ menu. 23 / 39

CHAPTER 4.3Select the ‘Run Report’ button.24 / 39

CHAPTER 4.3You’ll see the results of the report on screen. Choose to ‘RefineReport,‘SaveReport’or ‘Export’thereport.8 Whenexporting yourreport,selecttheformatyouwantthe report exported in (CSV, XLSX or PDF), and then select the ‘Export’ button. 25 / 39

CHAPTER 5LEARNING EVENTS AND SESSIONS EXPLAINEDA learning event enables you to record learning activities or events (known as ‘sessions’ inLearnConnect) that are not delivered as an online course, such as:• Facilitated workshops• Conferences• Lectures• Workshops• WebinarsA learning event acts as a ‘container’ for multiple sessions. For example, a learning event called ‘Firstaid training’ might involve several training sessions (for example, ‘CPR explained’, ‘Recognising a heartattack’). Sessions can only be created for existing learning events.CREATING A LEARNING EVENT CHAPTER 5.1Login to LearnConnect. Select the ‘Manage Learning’ tab, and then select ‘Create Learning’. 26 / 39

CHAPTER 5.1Select the ‘Learning Event’ icon.Select the Next button. 27 / 39

CHAPTER 5.14 Complete the necessary fields. A listof all fields, field descriptions and information about which fields are mandatory are outlined in the table below.FIELD DESCRIPTION MANDATORYName The name of the learning event YesIdentifier The identifier is generated automatically but you can YesOverview change it if you need toLearning objectivesCertificate A high-level overview of the learning event NoTags The objectives of the learning event NoManager If you want a certificate issued at the end of the NoAdvanced details training, select this checkbox Terms used to describe the topics covered in the No learning event. This assists users of the system to search for and find the course at a later date. The primary contact for the learning event No • Archived Date: refers to the date the item will be No archived from the library • Version Info: assists with version control • Providers: this drop-down list is populated by providers found under the ‘Manage Learning > Providers’ tab • Internal Cost: the cost of the course internally • Points: points associated with the learning event (e.g. CPD points) • Thumbnails URL: the ‘image or badge’ the user sees on the Library screen5 Select ‘Next’. 28 / 39

CHAPTER 5.16 Complete the necessary fields. A listof all fields, field descriptions and information about which fields are mandatory are outlined in the table below.FIELD DESCRIPTION MANDATORYWhat type of event is your event? The type of event No NoWho is facilitating this event? The facilitator of the learning event NoYour sessions Details of your session. Select the ‘Add Session’ button to add the details.7 Select ‘Next’. Select the ‘Publish’ button to set your learning event live. Select either ‘Publish as public’ (available to be assigned) or ‘Publish as private’ (unavailable to be assigned). 29 / 39

CHAPTER 5.2CREATING A SESSIONA session enables you to record and manage offline learning (for example, a facilitated training session).The following steps show you how to create a session. Create a learning event. When you get to Step 3 (the details of your learning event), select the ‘Your sessions’ dropdown and select the ‘Add Session’ button. 30 / 39

CHAPTER 5.22 Complete the necessary fields described below. • Status: ‘Setup’, ‘Published’, ‘Archived’, ‘Completed’ or ‘Cancelled’ • Time Zone: the time zone the session will occur in • Start Date: the first session’s start date • End Date: the end date of the first session • Registration Open: the date and time registrations can start • Registration Closed: the date and time registrations close • Duration: the duration of the session • Min Attendance: the minimum amount of people to attend the session • Max Attendance: the maximum amount of people to attend the session • Venue: the venue for the session (select the ‘QuickAdd Venue’ link to add an existing venue) • Show Map: the option to select if you’d like to show a map of the venue • Facilitator: the facilitator of the session3 Select the ‘Save Session’ button.4 Repeat the above steps to add more sessions for the learning event. 31 / 39

CHAPTER 5.3EDITING OR ADDING FURTHER SESSIONSOnce an event and sessions have been created, they can be edited, or more sessions can be added byfollowing these steps: Select the ‘Manage Learning’ tab, and then select ‘Manage Library’. 32 / 39

CHAPTER 5.3Select the ‘Search for Library Items’ button.Enter the learning event name.Select ‘Search’. 33 / 39

CHAPTER 5.3Select the event you wish to edit. 34 / 39

CHAPTER 5.3Select ‘Actions’ and then ‘Edit in Wizard’35 / 39

CHAPTER 5.4MARKING USER ATTENDANCE OF A SESSIONOnce a session has passed, users need to be marked as either having attended or not attended thesession. To do so, login to LearnConnect and then:Select the ‘Manage Users’ and then ‘Marking’.36 / 39

CHAPTER 5.4Select the ‘Search for items to mark’ button.Type in the enrolment name (i.e. session name) or the user’s first name, last name, emailaddress or username, and select ‘Search’.37 / 39

CHAPTER 5.4Select the ‘Mark’ hyperlink next to the session.Select the ‘Mark select as’ dropdown list, and select either ‘Attend’ or ‘Did not attend’.38 / 39

CHAPTER 5.4Select ‘Submit Marks’. 39 / 39