Home

Skills Optimiser User Guide

1. Apply Filter The filter has 4 main options to choose from Show only completed learners show only unsuccessful learners show only in progress learners and show only learners that have not started the course There are two secondary options when filtering the course outcomes The first is to apply a date filter to any of these four options To do this simply click the check box next to Enable date filter and select a start and end date The second is to apply a group filter to the course outcomes To do this simply click the check box next to the groups you wish to filter the results by or click one of the four buttons at the bottom of each group panel Select All Select None Expand all groups and Close all groups To select both role and location groups to filter by change the drop down box between the role and location group panels to And Once you have selected your filter options then simply click the Apply Filter button Page 103 of 113 Course Outcomes At the bottom of the course report is the course outcomes table Displayed here is a list of learners that have either successfully completed unsuccessfully completed have not yet completed the course or are still in progress The group in which this learner is part of in relation to this course is shown along with the total CPD hours earned for the course This table also allows you to perform a number of tasks send
2. FINISHED click on the button Publishing Activities 1 Click the button and click on the gt NEXT 2 Select Activity from the Resource type drop down box and click on the POWERS button button 3 Fill in details of the Activity name EEN Enter a value for the CPD Hours field from to 100 000 Click on the button r 4 Select any groups by ticking the box next to the group name whose trainers should be able to access and reuse this resource Any trainers in the ticked group s will have access to the resource as well as trainers who are in groups above the ticked group NEXT Click the button 5 Tick the boxes next to the names of any other Trainers you wish to share the Activity with making the activity available for those trainers who in turn can then training the activity for users Click the tick box again or click Unselect to unselect any names you have gt NEXT ticked Click the button 6 You will be shown a confirmation screen listing the details E have 3 for the Activity item If you wish to change any of the details click and scroll back through the Wizard making any appropriate changes When the details are correct click on the button Page 52 of 113 Please Note Activities have no results definition as they are not automatically marked Activities must be Manually Marked see Tracking Publishing Competencies 1 Click the
3. Learners Trainers When you tick a Trainer it means they will have permission to edit this Training Role Last Name Description Username Created v 2 Pell gpell 08 Jul 2009 01 19 PM greg pell salmat com au v jtickner 08 Jul 2009 01 19 PM justin ticknergsalmat com au Page 68 of 113 You can add or remove learners and trainers from the groups chosen by unticking the checkbox next to the name of the learner trainer To add learners or trainers to this training that ARE NOT in the groups assigned to them click the Show option above the group lists From here you can filter the full list of learners trainers by all the filter options that are also available from the Users screen see below Training Schedule gt New Allocate Training to Role and Location Groups Tick the Role and or Location groups to allocate this training to You can then select one of the tabs below to see which of the items in that tab will become related to this Training Schedule Click on the name of a Role or Location group to access the exceptions screen WARNING If you remove this Training from a Learner that has completed it then their results will be removed permanently deleted O Show based on Group Selections 9 Show All Trainers When you tick a Learner it means they will be given this Training to complete El Hide Filter User Status Current M Filter tips
4. Change page 4 Previous 12345678910 Next gt Displaying page 1 of 47 items 1 to 20 of 921 Last Name First Name Description amp aaa Newgroup Newgroup 03 Jul 2009 09 20 PM g amp Abbas Bart babbas 28 May 2009 07 40 AM Bart Abbas salmat com au amp Abdullah Farid fabdullah 28 May 2009 07 45 AM Farid Abdullah salmat com au amp Achilles Ryan ryan 27 May 2009 10 15 PM Adams Gabrielle gadams 28 May 2009 07 55 AM Gabrielle Adams salmat com au amp Advincula Isabel iadvincula 28 May 2009 07 49 AM Isabel Advincula salmat com au amp Ahamed Nihal nahamed 28 May 2009 08 03 AM Nihal Ahamed salmat com au amp Ahsan Mohammad mahsan 28 May 2009 07 44 AM Mohammad Ahsangsalmat com au amp Alam Adeel aalam 28 May 2009 07 51 AM Adeel Alam salmat com au 3 Below the groups panels is the Group Based Selector From here you can see the Learners that are assigned to the new Manager based on the groups ticked You can add or remove learners from the groups chosen by unticking the checkbox next to the name of the learner To add learners to this manager that ARE NOT in the groups assigned to them click the Show option above the group lists From here you can filter the full list of learners by all the filter options that are also available from the Users screen see below Page 39 of 113 CANCEL Place Manager in Role and Location Groups Tick the Role and or Location groups to place this Manager into You can then select one of the tabs
5. Skills Optimiser Windows Internet Explorer le http 10 5 234 21 OFFLINE DetectScreenResolution aspx Function Schedule amp width 980 amp height 7448depth 32 Aframe e ffective learning SKILLS OPTIMISER Users Training Schedules DELETE ARCHIVE Filter Type All Resources My View All Training Groups NEW Resources Training s Change page 4 Previous 1 2 Next gt Type Name Origin Energy Office 2007 Training Demo Lasoo Systems Training Tracking BSBITU101A Skills BSBCCO301A BSBCMN301A Reports BSBSLS403A BSBCCO304A BSBCCO303A BSBCUS301A Admin e BSBCMM201A Help Aframe BSBWOR301A BSBWOR401A BSBWOR203A BSBIND101A BSBFLM312B S OPTIMISER SAIL BSBOHS301B TabCorp Keno Training Module 6 TabCorp Keno Training Module 5 TabCorp Keno Training Module 4 TabCorp Keno Training Module 3 TabCorp Keno Training Module 2 TabCorp Keno Training Module 1 Salmat Solution Selling nu qug COR COR P COR o COR COR P L COR COR L COR o mu mu Quality Conversations Module 2 YY E Username admin Done Page 60 of 113 18 Jul 2008 18 Jul 2008 01 Jul 2008 01 Jul 2008 01 Jul 2008 01 Jul 2008 01 Jul 2008 01 Jul 2008 01 Jul 2008 01 Jul 2008 30 May 2008 30 May 2008 30 May 2008 30 May 2008 30 May 2008 30 May 2008 30 May 2008 30 May 2008 31 Dec 2020
6. cate caue a ELLE E E E LR E E EC 31 ASSOCIATE AN EXISTING TRAINER TO A NEW LEARNER nnn nnn nanus 35 ASSOCIATE AN EXISTING TRAINER TO AN EXISTING LEARNER nnn 36 MANAGERS 38 CREATING A MANAGER 38 ASSOCIATE AN EXISTING MANAGER A NEW 42 ASSOCIATE AN EXISTING MANAGER TO AN EXISTING LEARNER 43 RESOURCES 45 VIEWING RESOURCES 46 ASSESSMENT OVEBVIEWS3 uses du Ru UR EMEN dense ERU DE CER 47 EARNING RESOURCE OVERVIEWS cccececcececcccccecccecccceceaceneceeteaeaceneaceneaeeneceatenearsneneanes 47 CREATING ASSESSMENT 47 PUBLISHING RESOURCES m rore or axes EET seo cuDres US wb iced eed Odes Us Bde 48 PUBLISHING ASSESSMENTS ccccececececcccccccccccccccccecueececucucucececececececececscececes
7. 2 Traini List Click the button and click on Click on the Filter link to Open the Filter panel Select Archived Schedules from the My s FIND View filter box and click A list of all Archived Schedules will display Then select the Training s resources to be unarchived by checking the box next to the Training name Click on button Click OK to the Message that is displayed The Training is now unarchived and can be viewed in the normal view All Schedules option from My View filter of the Training page Merge Training Merge Training allows administrators and trainers to combine an existing training schedule with a new resource whilst maintaining the results and marks for individual learners from the original schedule NB Only training schedules resources that contain the same resources in the same order Will be allowed to be merged 1 2 Merge Click the button and click on select the training schedule that you wish to supersede by clicking the radio button next gt NEXT to the name of the training schedule Click Select the resource or course that you wish to merge into by clicking the radio button next to the name of the resource course Once the training schedule and resource course have been merged the resource course selected here will still be listed on the Training list screen whilst the training schedule that has been superse
8. First Name Example 1 To find all Users whose names start with Ser type in Ser Last Name Example 2 To find all Users whose names start with Ser and are exactly 5 Description characters long type in Ser Username E Email Address Choose a Custom Field Choose a Custom Field Choose a Custom Field Role and Location groups Show Change page 4 Previous123456789 10 Next gt Displaying page 1 of 47 items 1 to 20 of 921 Role Last Name First Name Description Username Created Email v amp aaa Newgroup Newgroup 03 Jul 2009 09 20 PM v amp Abbas Bart babbas 28 May 2009 07 40 AM Bart Abbas salmat com au v Page 65 of 113 gt NEXT From here tick untick the learners or trainers as required Click on the peers button 4 Scheduling the availability of the Assessment Select either Fixed Date and subsequently enter in the start and end dates for the Assessment or Fixed Duration and subsequently pick a set duration for the Assessment gt NEXT Click 5 Click on the Assessment name to view the optional assessment properties Make your selections see below and click on the Update button Assessment Mode Select Live if results are to be saved or Practice if ive the assessment s result are not required to be saved or reported on Practice P Attempts amp Target Score Number of attempts Enter the number of attempts the learner ha
9. List button Displaying page 1 of 3 items 1 to 50 of 141 Find Course Training Tracking Skills Reports Admin Help Aframe a SKILLS OPTIMISER l d d Username admin Type m m m m en en en en m e ml m lt lt D D in Ei lt 2 nal nal en e en amp NN 5 UNS Origin Energy Office 2007 Training Demo Lasoo Systems Training BSBSLS403A BSBCCO304A Assessment BSBSLS403A BSBCCO304A Module 4 BSBSLS403A BSBCCO304A Module 3 BSBSLS403A BSBCCO304A Module 2 BSBSLS403A BSBCCO304A Module 1 BSBITU101A Module BSBCCOS301A BSBCMN301A Assessment BSBCCO301A BSBCMN301A Module BSBCCOS303A BSBCUS301A Assessment BSBCCO303A BSBCUS301A Module BSBCMM201A Assessment BSBCMM201A Module BSBWOR301A BSBWOR4O1A Module BSBWOR203A BSBIND101A BSBFLM312B Assessment BSBWOR203A BSBIND101A BSBFLM312B Module BSBOHS301B Assessment BSBOHS301B Module TabCorp Keno Training Module 6 Assessment TabCorp Keno Training Module 5 Assessment TabCorp Keno Training Module 4 Assessment TabCorp Keno Training Module 3 Assessment Tab Tum mmm TT eim imm 4 E LETT Description Please click O Please click O This assessment Please click O Please click O Please click O Please click
10. The following message is displayed Windows Internet Explorer You are about to archive all users that are selected Are you sure you wish to continue To continue click OK to return to the user list click Cancel NOTE Trainers cannot archive Administrators or other Trainers Click OK The user s is now archived To view archived users click Filter from the Users list amp FIND select Archived from the User Status drop down box and click Note Once a User is archived they cannot log in to Skills Optimiser but their results are not removed The Usernames of archived users cannot be re used It is not possible to run training reports or user reports on Learners that have been archived however export reports can have archived users included in their results Unarchiving Users 1 Click the button and click on the FIND 2 Select Archived from the User Status drop down box and click dici button Select the User s to be unarchived by checking the box next to their username s deselect a User click on the checkbox again and the tick will disappear 4 Click The user s is now unarchived Deleting Users List 1 Click the LAN button and click on the B button Page 28 of 113 2 Select the User s to be deleted by checking the box next to their username s To deselect a User click on the checkbox again and the tick will disappear DELETE 3 Click The f
11. button Page 69 of 113 7 Select any email reminders you wish to have sent to learners assigned to the training see Email Reminders Click the button 8 An optional email notification is automatically generated to go out to the Learners you selected You can modify this email before sending it If you do not wish to send an email gt NEXT notification deselect the Email notification required checkbox Click button 9 Aconfirmation screen appears with all the details of the Training If you wish to modify 4 BACK anything click the button You can also click on View Edit Learners to view FINISHED or modify the selected Learners When you have finished click the button Scheduling Activities 1 Click the button and click on 2 Choose Activity as the Training type Select the Activity you wish to schedule from the drop down menu and click on the button 3 Select the Role and Location Groups that the Training will be assigned to To do this check the box next to the group s that you wish this training to be assigned to Training Schedule gt New Allocate Training to Role and Location Groups Tick the Role and or Location groups to allocate this training to You can then select one of the tabs below to see which of the items in that tab will become related to this Training Schedule Click on the name of a Role or Location group to access the ex
12. email to a learner click the 23 icon next to the learners name to open up a blank email addressed to that learner For an individual break down of a particular learner within the course click the name of the desired learner This will generate a break down of all of the components of the course for this particular learner and the result and CPD Hour status for each of these components EL aad Aframe 78 5v wp SKILLS OPTIMISER Course OCT 2008 Privacy Policy Learner Details Course Properties Name Justin Tickner 2 Scheduled By Aframe Administrator Usemeame jtickeer Available From 26 Feb 2008 03 24 Description Test Account Available Until 11 Mar 2008 03 24 PM Email justina aframe com au Available CPD Hours 0 Course Results Result Completion Date Earned Visits Attempts Time Spent OCT 2008 Privacy Policy In progress 00 00 22 OCT 2008 Privacy Policy Module I Completed 21 feb 2008 02 05 00 00 22 OCT 2008 Privacy Policy Assessment Notstarted 00 00 00 Report Date 2008 10 12 AM Generated Aframe Admestrator To generate a learner information report for a learner click the 2 icon to the left of the learner s name This report will contain a summary of the learner details the list of groups that they have been assigned to and a list of training that have been scheduled to them There is the ability to generate summary reports for the learner with
13. icon next to the word Filter or the word Filter itself Upon doing so you will be displayed with various options in which to filter the results displayed in the course outcomes section of the course report Hide Filter Show All How to change the filter Show only Completed 1 Select the required filter on the left Show only Unsuccessful y 2 Optionally tick Enable date filter and set the date range O Show only Progress Show only Not Started 3 Optionally tick Role and Location groups and select relationship for those selections 4 Click on the Apply Filter button below you can 1Enable date filter optionally hide the filter area by clicking on Hide Filter Between 04 jun 2008 10 25 adi E OOS mw Role Groups Location Groups Users not in a group E 7 Australia El 7 LPG North Queensland El F Geosciences 7 Cairns Drilling staff and supervisors not drilling engin Townsville E Exploration drafters 7 7 Geoscientists o h E Mackay l 7 Data Administrators Data Managers Po R 7 NQ Account Managers amp Support Staff i E Landpeople Cultural Heritage Monitors El 7 South Queensland amp Northern NSW 7 Field assistant T Rockhampton 51 Other General t E Bundaberg El 1 Other Sciences t Gladstone Production Scientist i E Maryborough m P E o6 mm mc 1
14. 01 Jul 2008 02 59 PM 01 Jul 2008 02 58 PM 01 Jul 2008 02 57 PM 01 Jul 2008 02 56 PM 01 Jul 2008 02 56 PM 01 Jul 2008 02 55 PM 01 Jul 2008 02 55 PM 30 May 2008 03 38 PM 30 May 2008 03 37 PM 30 May 2008 03 37 PM 30 May 2008 03 37 PM 30 May 2008 03 36 PM 30 May 2008 03 36 PM 30 May 2008 03 22 PM 30 May 2008 03 17 PM V5 1 Done Internet R10 Find a course from the list of training that you wish to generate a report for and then simply click the name of that course Upon doing this you will be presented with the following screen Page 101 of 113 Aframe SKILLS OPTIMISER Properties Learner Statistics Scheduled By AdmevstrMor Completed 1 Available From Unsuccessful 0 Available Until 14 days InProgress 3 Total Hours 0 NotStarted 5 Total 10 Not Started In Progress Unsuccessful Completed OCT 2008 Privacy Policy Privacy Foley Module cta o 1008 Assessment Course Outcomes ics Shee Group A CPD Earned Time Spent vists Date Completed 0 09 Apr 2008 05 49 PM 0 Sheridan 2008 Q tme Brianne OCT 2000 dustin OCT 2008 2008 Completed I progress In progres In progress started started started Not started Net started Net started 0 McSweeney Fiona 10
15. 6 next to the name of any User and summary page of that User s details is displayed 3 Atthe bottom of the User Summary page the option to add a Learner Note is available Click the button 4 Select whether the note will be visible or invisible to the Learner by using the radio button options o Enter your notes and format with the supplied formatting options 6 Click the button to save the note Editing Learner Notes List 1 Click the LN button and click on the button 2 Click on the Edit icon 6 next to the name of any User and a summary page of that User s details is displayed 3 Atthe bottom of the User Summary page the option to edit a Learner Note is available Click the Edit icon 87 next to the Learner Note you wish to edit SAVE 4 Once you have made the required changes to the Learner Note click the mave button to save note Deleting Learner Notes List 1 Click the LAN button and click on the button 2 Click on the Edit icon 6 next to the name of any User and a summary page of that User s details is displayed 3 Atthe bottom of the User Summary page the option to delete a Learner Note is available Click the Delete button 2 next to the Learner Note you wish delete 4 Amessage will appear Click OK to delete the Learner Note Page 30 of 113 Trainers Trainers have been incorporated into Skills Optimiser in order to create a user who can rep
16. Common formats include XIs ppt and Learning Resource A Learning Resource URL can be a link to any resource on the URL Link LRD internet or on a local intranet Simply enter in the exact URL or address Learning Resource Learning Resource SCORM package is a bundle of multimedia SCORM package files packaged together to make up a Learning Resource in LRD conformance with the SCORM standard for eLearning packages These packages are normally html or xml based with interactive elements Simply browse for the SCORM zip file you wish to upload Learning Resource A Learning Resource Custom Content package is a bundle of Custom Content multimedia files packaged together to make up a Learning LRD Resource These packages are normally html or xml based with interactive elements Simply browse for the zip file you wish to upload and specify a specific launch file contained within the Custom Content package such as index html or application swf Page 45 of 113 Viewing Resources Resources Click the button and click on the Aframe Skills Optimiser Windows Internet Explorer le http 10 5 234 21 O0FFLINE DetectScreenResolution aspx Function Resource amp width 10888height 8238depth 32 e ffactiva learning SKILLS OPTIMISER Published Resources FIND course f DELETE Filter Type All Resources Users Groups Resources List Change page 4 Previous 1 2 3 Next gt New
17. In addition to the User information fields provided up to 30 Custom User Fields can be created to meet your requirements See your Salmat Learning Customer Service Representative for more information The red area marked on the New User screen below shows the default attributes that can be set for Administrators Trainers Managers and Learners If you need more than these 7 default fields then contact us and we can customise up to 30 Custom User fields The yellow area on the screen shot on the next page shows an example of a Skills Optimiser system that uses Custom User Fields gt Mrame Skills Optimiser Windows Internet Explorer http 10 5 234 21 TEST_SO_ANTS Main aspx function User amp act new learning SKILLS OPTIMISER Users User gt New gt NEXT CANCEL New User details Find Xm User Type Learner Import First Name Group Last Name Resource Description Training Email Address Tel Username Password Skills Payroll Number Report Floor Adie Security Profile Position Title e ERU ue Position Location Location Code Status Start Date Termination Date Archive Status Internet 100 Page 15 of 113 User Privileges The following table compares the main operations performed by the various user types in Skills Optimiser Skills Optimiser has been designed to allow the Administrator to do tasks that are typic
18. To see the Managers associated with this new Learner click Managers on the Group Based Selector To see the Trainers associated with this new Learner click Trainers on Page 18 of 113 the Group Based Selector User gt New i BACK NEXT Place Learner in Role and Location Groups Tick the Role and or Location groups to place this Learner into You can then select one of the tabs below to see which of the items in that tab will become related to this Learner Click on the name of a Role or Location group to access the exceptions screen 9 Show based on Group Selections Show Role Groups Location Groups Quality Conversations 5 V SalesForce Contact Centres C Salmat Policies 0 Australia Malaysia New Zealand Philippines ATUS Trainers Managers When you tick a Manager it means that the Manager will be able to view the Reports and any Training that has been allocated to this Learner Role Last Name First Name Description Created ahowden 08 Jul 2009 01 27 PM angela howden salmat com au jpercy 08 Jul 2009 01 27 PM joel percy salmat com au You can add or remove trainers and managers from the groups chosen by unticking the checkbox next to the name of the trainer manager To add trainers or managers to this learner that ARE NOT in the groups assigned to them click the Show option above the group lists From here you can filter the
19. User Type Any string of zero or more characters License Status Active or Inactive Any single character First Name Example 1 To find all Users whose names start with Ser type in Ser Last Name Example 2 To find all Users whose names start with Ser and are exactly 5 Description characters long type in Ser Username f Email Address Choose a Custom M Choose a Custom Field Choose a Custom Field Role and Location groups Show Change 4 Previous123456789 10 Next gt Displaying page 1 of 47 items 1 to 20 of 921 Role Last Name First Name Description Username Created Email E aaa Newgroup Newgroup 03 Jul 2009 09 20 PM amp Abbas Bart babbas 28 May 2009 07 40 AM Bart Abbas salmat com au v gt NEXT From here tick untick the learners or trainers as required Click on the eee button gt NEXT Select the availability of the Learning Resource Click on the PUENTE button Select either Fixed Date and subsequently enter in the start and end dates for the Learning Resource or Fixed Duration and subsequently pick a set duration for the Learning Resource Disregard this next screen as Learning Resources can not have any additional gt NEXT properties assigned to them Simply click select any other Administrators or Trainers from the list that you wish to share the Ls 1 1 1 1 1 NEXT Training with optional Click
20. 31 Dec 2020 29 Sep 2020 29 Sep 2020 29 Sep 2020 29 Sep 2020 29 Sep 2020 29 Sep 2020 29 Sep 2020 29 Sep 2020 31 Dec 2020 31 Dec 2020 31 Dec 2020 31 Dec 2020 31 Dec 2020 31 Dec 2020 31 Dec 2020 31 Dec 2020 Displaying page 1 of 2 items 1 to 50 of 74 Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Copyright 1999 2008 SalesForce Australia Pty Ltd rights reserved Internet Created 18 Jul 2008 08 39 AM 18 Jul 2008 08 39 AM 01 Jul 2008 02 59 PM 01 Jul 2008 02 59 PM 01 Jul 2008 02 58 PM 01 Jul 2008 02 57 PM 01 Jul 2008 02 56 PM 01 Jul 2008 02 56 PM 01 Jul 2008 02 55 PM 01 Jul 2008 02 55 PM 30 May 2008 03 38 PM 30 May 2008 03 37 PM 30 May 2008 03 37 PM 30 May 2008 03 37 PM 30 May 2008 03 36 PM 30 May 2008 03 36 PM 30 May 2008 03 22 PM 30 May 2008 03 17 PM LETS amp 1005 Filtering Training You can use the Skills Optimiser Filtering function to find training The Skills Optimiser filtering function works in the same way for Users Tracking and Training Traini Find 1 Click the button and click on the button 2 The Training list will load with t
21. 48 PM Dietz Walter Dietz1 06 Nov 2008 02 48 PM Connell Dave Connelli 06 Nov 2008 02 48 PM Child Jack Childi 06 Nov 2008 02 48 PM Martinez Dennys Martinez 06 Nov 2008 02 47 PM Marsh Geoff Marsh 06 Nov 2008 02 47 PM Lieghton Glenn Lieghton 06 Nov 2008 02 47 PM Laygan Danny Laygan 06 Nov 2008 02 47 PM Khoury Farris Khoury 06 Nov 2008 02 47 PM Holten Michael Holten 06 Nov 2008 02 47 PM Guy Andy Guy 06 Nov 2008 02 47 PM Groups Resources Training Tracking Skills Reports Admin Help SKILLS OPTIMISER 05 05 05 03 0103 FF x0 03 KKK 0 05 05 03 Ny US Se NUN NV TR NUN NUN X DS DE DE DS D DEEST DS P ESI ET DSL ee E Username admin Copyright 1999 2008 SalesForce Australia Pty Ltd All rights reserved V5 1 Internet 100 Creating Users Skills Optimiser allows you to record all the necessary information about each User Users can be directly added or can be imported from your existing lists or database Page 14 of 113 Users who are created as Learners Trainers or Managers can be assigned to Role and or Location Groups Administrators are not assigned to Groups as Groups are used for the scheduling of training and allocation of skills and Administrators would not normally be completing training or achieving skills Custom User fields Skills Optimiser allows you to be flexible with the information you store about each User
22. EDITING OKELSE TS a e e e a 93 DELETING SKID SETS A AEE AAAA 94 CREATING ROME PRO E S a a 94 EDITING AROLE ete ee M LE et 95 DELETING ROLE PROFILES xin itii bau ei Mein mA Rin Mes E LM E Ein M LE La REEL Aur 96 FILTERING SKILLS SKILL SETS AND ROLE PROFILES 96 MANUAL TNA c 97 m 98 REPORTS ____99 EXPORT REPORTS RET TU LNTENTLMTLm 99 QUE STIONIAN ALY onset oem ahah E po hes ELLA mM UMS LI E 99 LEARNERS AND TRAINING 99 LEARNERS AND desc ucc ahead dus dox as auderet du ue tud auo 0 100 TRAINERS AND LEARNERS citra outs ade x odds be a meae 100 MANAGERS AND LEARNERS che eesiees wes ivo stel ES wes thes svatadevees 100 e IB A 100 DRAINING es eI ERI EET 100 GENERATING REPORTS 55 dus co nsdbveducuSas uitcuses juan cS ast utes Soa ecu usus e PES 101 COURSE THEPORIS eui DM ete date 101 ACTIVITY COMPETENCY REPORTS 2ceccececceceececeececeecececeeaeceeaecueaecueaeeneseeeseeaeeueaeeneaes 106 LEARNING RESOURCE REPORTS sssccscccssdeccsscetsccesesceevacceneveosecnbssesewsncveesn
23. Exempt 7 Tomark as Not Exempt select Not Exempt from the status list and select the checkbox next to the name of the user s you wish to mark as Not Exempt Then click the button Page 86 of 113 8 mark as Pending Review select Pending Review from the status list and select the checkbox next to the name of the user s you wish to mark as Pending Review Then click the button Please Note It is possible to have Activities and Competencies self marked by the learner themselves rather than by an Administrator through the Tracking function If you would like this feature to be activated if your version of Skills Optimiser is hosted by Salmat Learning or assistance in activating it yourself self hosted versions of Skills Optimiser please contact your Salmat Learning Consultant Assessments Assessments can be marked as exempt When a learner is marked as exempt they will not have to complete the assessment to be considered as having completed the assessment To track assessments Tracki List 1 Click onthe button and click on 2 Click on the Tracking icon next the Assessment s name as Exempt select Exempt from the status list set the exemption date enter a comment optional and select the checkbox next to the name of the user s you wish to UPDATE mark as Exempt Then click the button The selected users should now be marked
24. George Street Office Martin Street Office CCAG 9 Show based on Group Selections O Show All Managers When you tick a Trainer it means that the Trainer will be able to edit this Learner and view the Reports for any Training that has been allocated to this Learner Last Name Child Connell Dietz Lingwood Description Jack Childi Dave Connelli Walter Dietzi Graham Lingwoodi Page 35 of 113 06 Nov 2008 02 48 PM 06 Nov 2008 02 48 PM 06 Nov 2008 02 48 PM 06 Nov 2008 02 48 PM justin aframe com au justin aframe com au justin aframe com au justin aframe com au Associate an Existing Trainer to an Existing Learner Associating an existing Trainer with an existing Learner can be achieved using one of two methods Method 1 Edit the Trainer 1 To add an existing trainer to a new learner create a new Learner as per normal 2 Then from the Users screen click the icon next to the Trainer you want to associate with the Learner 3 Click 98 to begin the Edit wizard 4 From the Groups screen select the checkbox next to the group that the learner you wish to associate with the Trainer is in if you wish to associate an entire group of learners with this trainer If you wish to assign learners individually select the Show option above the group lists and use the filter options available to select the learner User gt New Place Trainer in Role and Location Groups T
25. IMPORTING A LIST OF USERS iioii nudus aaa aa a aea aaa 22 CREATE THE USER LIST READY FOR 22 IMPORTING A USER LIST WITHOUT GROUPS AND ROLES 2 0ceecececececeeeecececececeeeeaeeeseeeees 23 IMPORTING A USER LIST WITH GROUPS AND ROLES 23 EXPORTING A LIST OF U SERO eos vas 25 EDITING USERS DT T TT ER 25 EDIT THE USER DETAILS OR GROUP 25 MANUAL TRAINING NEEDS ANALYSIS 26 CONDUCTING Ai MANUAL DINE fuckers ia OAE 26 FILTERING USERS ove El tou hace cherie Id CD EC Mo per MOD 27 ARCHIVING USERS iactus sea ciega nen ec eoe tv Eso dest ceu cod Tuo cue Fen uc ocu Ro E DRE DL 28 UNARBRCHIVING USERS s aom lesa dower e C a NM Spa Mi SV 28 DELETING USERS oi RIETI TT 28 LEARNER NOTES ar eraeeet a 29 ADDING LEARNER NOTES sess eene is vette es AE ose D d EE 30 EDITING LEARNER NOTES seeded duae cre Ne UTE 30 Page 2 of 113 DELETING EEABNERNOTES tuta ts elt ndusve Eo Cube vb vx i bati 30 TRAINERS 31 CREATING A TRAINER
26. If you do not wish to send an email gt NEXT notification deselect the Email notification required checkbox Click on button 9 Aconfirmation screen appears with all the details of the Training If you wish to modify anything click the M button You can also click on View Edit Learners to view or modify the selected Learners When you have finished click the button Editing Training Traini List 1 Click the button and click on 7 2 Click onthe icon next to the Training item you wish to edit PEE 3 Click on the amc button Make any d 5 Click on the 4 BACK button to go back Or click on the button to cancel 4 When you have finished click button WARNING When you edit training and remove a Group or Learner from a Training schedule that group and all Learners in that Group that have that Training will no longer be able to see or access that particular Training and will also have all results for that Training removed Deleting Training 1 Click the button and click on 2 Select the Training item s to be deleted by checking the box next to the Training name 3 Click on The following message is displayed Page 78 of 113 Windows Internet Explorer You are about to delete the training you have selected ticked WARNING This operation will cause Learners results to be PERMANENTLY deleted even if any Learners have completed any of the training you
27. If you select both role and location groups only training that is scheduled to both the selected role and location groups will be displayed To hide the role and location group lists click Hide The use of wildcards and are available for example Wild Card Replace any number of characters in the Search for the Training regarding search criteria with to search for an unknown biochemistry and biochemicals word Search using biochem Replace any character with to have that Search for the Training name character equal any alpha numeric character Search using K te 4 Click on the button Please Note You can also filter user results when manually marking Activities Assessments Competencies or Learning Resources Click on Filter from their respective page to access the filter panel This filter panel operates in the same way as the User filter panel see Users Page 84 of 113 Automatic Marking Authoring Assessments in Aframe Professional provides the option to have the Assessment automatically marked partially or completely by setting short answer and multiple choice questions with predefined answers Assessments can be a combination of manual and automatically marked questions Please Note All long answer questions as well as short answer questions without predefined answers will need to be marked manually by a Trainer Administrator Manual Marking You can manually mark all types of train
28. Manager or an Administrator Each User type has different access privileges defined later on in this document Skills Optimiser allows you to enter users individually or to import lists of users directly into your configured groups Viewing Users List 1 Click the LN button and click on the button to view all users Users are displayed in alphabetic order of their Last Name by default 2 Click on each column heading to sort users by the selected column send an email to an individual User simply click on their email address 2 Skills Optimiser Windows Internet Explorer http 10 5 234 12 TEST_5110_1 DetectScreenResolution aspx function User amp width 1085 amp height 74 1 amp depth 32 Filter Type All User Types Change page 4 Previous 123 Next gt Displaying page 1 of 3 items 1 to 50 of 104 Role Last Name First Name Description Username Created Email Stockland Matthew mstockland 06 Nov 2008 03 08 PM Stevenson Jason Melbourne jstevenson 06 Nov 2008 03 07 PM Darby Steve Darby1 06 Nov 2008 02 48 PM Cunningham Graham Cunningham1 06 Nov 2008 02 48 PM Clifford John Clifford1 06 Nov 2008 02 48 PM Cang Steve Ye Cangi 06 Nov 2008 02 48 PM Begnell Peter Begnelli 06 Nov 2008 02 48 PM Ashman Larry Ashmani 06 Nov 2008 02 48 PM Allison Michael AllisonM1 06 Nov 2008 02 48 PM Schuetz Daniel Schuetzi 06 Nov 2008 02 48 PM Ruttle Neil Ruttle1 06 Nov 2008 02 48 PM Lingwood Graham Lingwood1 06 Nov 2008 02
29. New Password Old Password New Password Confirm New Password Logging Off 1 Tologout of Skills Optimiser click the button 2 The following message will appear Windows Internet Explorer Are you sure you want to logout 22 Click to logout this Browser Window will close or click Cancel to go back Cancel 3 Click OK to logout of Skills Optimiser Page 113 of 113
30. Training Resources that are associated with the Skills that are in this Learners Skill Profile will be scheduled to this new Learner To conduct a Manual TNA on a Learner Skills Manual TNA button and click on the 1 Click the button 2 Click the INA icon next to the learner you wish to conduct the Manual TNA on You can also conduct a Manual TNA on a Learner by editing the Learner from the Users screen For more information on this method see the Users Manual Training Needs Analysis TNA section Page 97 of 113 Certificates Skills Optimiser can be setup to be able to produce custom Portable Document Format PDF certificates for learners upon successful completion of a skill or training item associated with a skill To setup your version of Skills Optimiser with custom certificates please contact your Salmat Learning Consultant mmR m Page 98 of 113 Heports Reports are a great way to track Learners and their progress within Skills Optimiser There are various options available when choosing the type of report you wish to view and how to view it Reports on learners assessments activities competencies learning resources and courses are all easily accessible at anytime through the Learning Management System Export Reports There are
31. Zip File Package that you wish to publish Enter in the Launch file name for the package that you are uploading For example if the main starting index file is index html or launcher html then enter that into the box This starting file is what the Learning Resource will initially link to when launched by a Learner Page 51 of 113 6 Tick the this content been developed by Salmat checkbox if the content being uploaded was developed by Salmat When you are happy with the details that you have entered click the button 7 Select any groups by ticking the box next to the group name whose trainers should be able to access and reuse this resource Any trainers in the ticked group s will have access to the resource as well as trainers who are in groups above the ticked group Click the button 8 Tick the boxes next to the names of any other Trainers you wish to share the Learning Resource with making the Learning Resource available for those trainers who in turn can then schedule this Learning Resource to other Learners within Skills Optimiser Click the tick box again or click Unselect to unselect any names you have ticked Click the button 9 You will be shown a confirmation screen listing the details you have provided for the Learning Resource If you wish to change any of the details click and scroll back through the Wizard making any appropriate changes When the details are correct
32. as Exempt 4 Tomark as Not Exempt select Not Exempt from the status list and select the checkbox next to the name of the user s you wish to mark as Not Exempt Then click the button 5 release results for an assessment select the checkbox next to the name of the user s and click the button under the Release Results heading The selected users should now have their results released to them Upon releasing any assessment results an email will be sent to the learner notifying them that a report is available for them to download once they log into their Skills Optimiser account This email will only be sent to the learner if they have an email address and that they have completed an assessment Anyone who has not completed an assessment or is still in progress will not receive this email 6 To hold results for an assessment select the checkbox next to the name of the user s and click the button under the Release Results heading The selected users should now have their results held from them To mark a learner s assessment manually 1 Click on the button and then click on Page 87 of 113 2 Click on the Tracking icon next to the Assessment s name 3 Click on learner s username 4 Click on each short and long answer question to mark You can change marks allocated and insert comments for each question if you wish Creating Editing Comments 1 Click on the blue Comment hyperlink ne
33. com au jpercy 08 Jul 2009 01 27 PM joel percy salmat com au Page 44 of 113 Hesources Skills Optimiser allows you to publish online multimedia assessment items referred to as Assessments or ASM The authored Assessments are saved as eaf files as created by Aframe Professional A Trainer or an Administrator can publish an Assessment file by publishing it as a Resource Once the Assessment is published you can schedule the Assessment to a group of Learners or a single Learner to complete These are the types of Resources Activity ACT Is either an activity that needs to completed or a record of an activity that has already been completed Completion of the Activity is recorded by a Trainer Assessment ASM test be carried out by Users Competency CMP 15 generally a skill or requirement that needs to be demonstrated Marking of the Competency is assessed by a Trainer Evaluation EVL Alternative test carried out by Users that have no correct answers The Evaluation resource is not created or managed in the same method as all the other resource types in Skills Optimiser For that reason if you would like more information on the Evaluation resource or require information on the process required to create an Evaluation resource please contact your Salmat Learning Consultant Learning Resource Learning Resources can be user manuals diagrams any kind of file Document LRD that is used as training materials
34. filter panel click on either CLOSE Hide Filter or button To reopen the filter panel click on Filter 3 Enter information into one or more of the following fields Email address Custom Fields select up to 3 custom fields to filter by Role and Location Groups click Show and select role location groups to filter by If you select both role and location groups only learners that are in both the selected role and location groups will be displayed To hide the role and location group lists click Hide User Type Administrator Trainer Manager or Learner e User Status Active or Inactive Active Inactive e First Name Last Name e Description Username e e e The use of wildcards and are available for example Wild Card Replace any number of characters in the Search for the user Ted Schultz with the search criteria with to search for an last name unknown word Search using Sch Replace any character with to have Search for the user Kate Smog with the that character equal any alpha numeric first name character oearch using K te 4 Click on button Page 27 of 113 Archiving Users List 1 Click the LAN button and click on the button 2 Select the User s to be archived by checking the box next to their username s deselect a User click on the checkbox again and the tick will disappear Click
35. one of the tabs below to see which of the items in that tab will become related to this Trainer Click on the name of a Role or Location group to access the exceptions screen 9 Show based on Group Selections O Show All Role Groups Location Groups C Quality Conversations C Australia v SalesForce Contact Centres Malaysia E Salmat Policies C New Zealand Philippines keamers RETE When you tick a Schedule it means that the Trainer will recieve Edit permission over the Training Created Created Salmat Corporate Policies 08 Jul 2009 06 Oct 2009 Telstra Adminis 08 Jul 2009 01 39 PM QCCUMODO2 Preparing for a customer service call 08 Jul 2009 06 Oct 2009 Telstra Adminis 08 Jul 2009 01 38 PM QCCUMODO1 The 8 Step Process 08 Jul 2009 06 Oct 2009 Telstra Adminis 08 Jul 2009 01 38 PM Page 32 of 113 You can add or remove learners and training from the groups chosen by unticking the checkbox next to the name of the learner training To add learners or training to this trainer that ARE NOT in the groups assigned to them click the Show option above the group lists From here you can filter the full list of learners by all the filter options that are also available from the Users screen see below NB The Training List cannot be filtered from this location User gt New 4 BACK gt NEXT CANCEL Place Trainer in Role and Location Groups Tick the Role and or Locati
36. page gives the following details Total Number of Licenses Number of Licenses allocated Number of unallocated Licenses Number of Learners registered on the database Date that the License expires on 2 Aframe Skills Optimiser Windows Internet Explorer DER le http 10 5 234 21 TEST 5106 1 DetectScreenResolution aspx Function Maintenance amp width 9848height 7618depth 32 v Aframe SKILLS OPTIMISER Admin gt Licensing Licensing Information Total Number of Licenses 1000000 Number of Licenses allocated 6935 Number of unallocated Licenses 993065 Number of Learners registered 6942 License Expires After 31 Dec 2020 Skills Reports Admin New license key Update License Licensing Change Password 1 Tes Filter Type Learners Change page 4Previous123456789 10 Next gt Displaying page 1 of 139 items 1 to 50 of 6942 LastName First Name Description Username UserType Email Status A Frame Paul paulaframe Learner De Activate Abbot Genevieve abbotg Learner De Activate Abbott Rick abbottri Learner De Activate Abbott Rob abbottr Learner De Activate Abbott Simon abbotts Learner De Activate Abboud Miled MAbboud Learner De Activate Abdul Kahar Bee abdulkaharb Learner De Activate Abeed Mohammed abeedm Learner De Activate Abella Rona RAbella Learner Aberle Jodie aberlej Learner Abraham Mathew abrahamm Learner Abrams Michelle abramsm Learner Acar Rachelle acarr Learner TSS A
37. report by entering an email address in the box provided You can also elect whether to include deleted learners in the report To generate the report click on the button Page 99 of 113 Learners and Skills Reports To access the Question Analysis report click on the button and click on Learners amp Skills D From this page you can select combinations of groups and skills in order to populate the report as well as elect to send an email with the report by entering an email address in the box provided You can also elect whether to include deleted learners in the report To generate the report click on the button Trainers and Learners To access the Question Analysis report click on the button and click on Learners amp Training E From this page you can elect to send an email with the report by entering an email address in the box provided To generate the report click on the button Managers and Learners access the Question Analysis report click on the button and click on Managers amp Learners TF From this page you can elect to send an email with the report by entering an email address the box provided To generate the report click on the button Skill Heat Map To access the Skill Heat Map report click on the button and click on Skill Heat Map From this page you can select combinations of groups and skills in order to populate the report To gener
38. to share the course with Click on the gt NEXT button Page 57 of 113 4 BACK 5 Asummary page is displayed If you wish to change any of the details click 4 and scroll back through the Wizard making any appropriate changes Click on the button to create the course Editing Courses 1 Click the button then click the button and l List click on the button 2 Click on the Course name of the course you wish to edit The name and description of gt NEXT the course are displayed These can be edited Click on the POWERS button The list of included Resources is displayed in the right hand side text box Click on a Resource and use the Add or Remove buttons to shuffle Resources between the Included and Available lists To select multiple Resources at once hold down the Ctrl key while you click with the mouse Click on the button 4 Select the Trainers and Administrators by ticking the box next to their names you wish gt NEXT to share the Course with Click on the button 5 A Confirmation screen will appear Check the details of the course if you wish to change anything click When you are finished click on the button r Deleting Courses 1 Click the button then rollover the corse button and l List click on 2 Tick the boxes next to the Course name s for the Course s you wish to delete 3 Click The message will rea
39. to them There are four types of Learning Resources that can be published into Skills Optimiser Learning Resource File Learning Resource Hyperlink URL Learning Resource SCORM and Learning Resource Custom Content gt Skills Optimiser Windows Internet Explorer AHA http 10 5 234 13 TEST 52030 Main aspx function Resource amp ack new SKILLS OPTIMISER E RS J LEARNING MANAGEMENT SYSTEM Resource gt New Publish Resource Select the type of Resource you would like to publish Activity Training Tracking 9 Assessment Competency Learning Resource File Learning Resource Hyperlink URL Learning Resource SCORM Learning Resource Custom Content Logout SKILLS OPTIMISER gt NEXT CANCEL Username admin Copyright 1999 2009 Salmat Ltd All rights reserved V5 3 Internet 100 To publish a Learning Resource File use the following steps Click the button and click on the button Select Learning Resource File and click Fill in a name and description for the learning resource a description is not mandatory gt NEXT and click browse to locate the desired file Click Page 49 of 113 4 Select any groups by ticking the box next to the group name whose trainers should be able to access and reuse this resource Any trainers in the ticked group s will have access to the resour
40. 1A BSBCMN301A BSBSLS403A BSBCCO304A BSBCCO303A BSBCUS301A BSBCMM201A BSBWOR301A BSBWOR401A BSBWOR203A BSBIND101A BSBFLM312B BSBOHS301B TabCorp Keno Training Module 6 TabCorp Keno Training Module 5 TabCorp Keno Training Module 4 TabCorp Keno Training Module 3 TabCorp Keno Training Module 2 TabCorp Keno Training Module 1 Salmat Solution Selling Quality Conversations Module 2 18 Jul 2008 18 Jul 2008 01 Jul 2008 01 Jul 2008 01 Jul 2008 01 Jul 2008 01 Jul 2008 01 Jul 2008 01 Jul 2008 01 Jul 2008 30 May 2008 30 May 2008 30 May 2008 30 May 2008 30 May 2008 30 May 2008 30 May 2008 30 May 2008 31 Dec 2020 31 Dec 2020 29 Sep 2020 29 Sep 2020 29 Sep 2020 29 Sep 2020 29 Sep 2020 29 Sep 2020 29 Sep 2020 29 Sep 2020 31 Dec 2020 31 Dec 2020 31 Dec 2020 31 Dec 2020 31 Dec 2020 31 Dec 2020 31 Dec 2020 31 Dec 2020 Displaying page 1 of 2 items 1 to 50 of 74 Created Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Copyright 1999 2008 SalesForce Australia Pty Ltd rights reserved Created 18 Jul 2008 08 39 AM 18 Jul 2008 08 39 AM 01 Jul 2008 02 59 PM
41. 3 Editing Skills Skill 1 Click the L IEEE button then click the button and List click on the button 2 Click on the name of a skill from the Skills Role Profiles panel Once the detailed information loads click on the Edit button 3 Make the required changes to the name of the skill the Skill Type Skill Knowledge gt NEXT Competency Licence or Special and the Skill Code and Description Click 4 Select the Training you wish to include in the Skill from the Training list on the left and click To remove Training from the Skill either click on the Training name from the Selected Training list on the right and click or click on the button to remove all included training The Training item will go back into the Training list To select multiple Training items at once hold down the Ctrl key while you click with the mouse To filter the Training list by different B of training item select an option from the Filter box above Click on the button 5 Make any changes to the role or location groups the skill is assigned to by ticking the checkbox next to the group name to add a new group or by unticking the checkbox next to a group s name to unassign the skill from a group Selecting a group will associate gt NEXT this skill with this group and every subgroup of this group Click 6 The skill confirmation page will appear To adjust any aspects of the skill clic
42. 90 Q Anne OCT 2008 Q Steen 2006 Q Tan Aene Mare OCT 2008 wison Natasha OCT 2006 292290720907 NOTE Leomag Reteorces are ihchoded when calovisting whether Course i Completed is defined by rour Ths means thet Course cannot have a Result of Completeg unless of 26 LAOs are aoo Completed Report Dato 08 2008 10 08 AM Generated By Aframe Acewwetrator The course report can be broken up into 3 main areas Course Summary The area at the top of the report provides us with an overall look at the course who it was scheduled by the dates that it has been made available the total number of CPD hours for that course and a summary of learner statistics for the course Contained within the summary area of the course report is the course content Here we can see a breakdown of the course and a summary of the learners that were unsuccessful have not started are in progress and have successfully completed each component of the course The other main purpose of this part of the course report is to allow you to generate reports for each component of the course To do this simply click the name of the Assessment Learning Resource Competency or Activity Page 102 of 113 Course Report Filter Between the course summary and course outcomes section of the course report is a filter To access the filter simply click the
43. AM F OCT 2008 Privacy Policy Aframe Administrator admin 21 Feb 2008 01 32 PM OCT 2008 Internet and Ernail Policies Aframe Administrator admin 21 Feb 2008 01 31 PM OCT 2008 Bullying amp Harassment Aframe Administrator admin 21 Feb 2008 01 30 PM COR OCT 2008 Ergonomics Aframe Administrator admin 21 Feb 2008 01 29 PM a COR OCT 2008 EEO and Diversity Aframe Administrator admin 21 Feb 2008 01 29 PM F1 COR OCT 2008 Discrimination Aframe Administrator admin 21 Feb 2008 01 28 PM Page 56 of 113 Creating Courses 1 Click the button then click the button and New click on the button Type in the name of the Course and a description in the boxes provided Click gt NEXT 3 Select the Resources you wish to include in the Course from the Available Resources list on the left and click Add To remove Resources from the Course click on the Resource name from the Included Course list on the right and click Remove the Resource will go back into the Available Resources list To select multiple Resources at gt NEXT once hold down the Ctrl key while you click with the mouse Click on the PUER button Please note that the order in which the products appear in the Included Resources list is the same order in which they will appear in the learner training page gt Aframe Skills Optimiser Windows Internet Explorer Sel http 10 5 234 21 OFFLINE Main aspx function resource am
44. E Main aspx function resource amp act Course Aframe e ffactive learning SKILLS OPTIMISER Users Published Courses cre Resources Published by Date Created List COR BSBSLS4034 BSBCCO304A Aframe Administrator admin 01 Jul 2008 02 54 PM New COR BSBITU101A Aframe Administrator admin 01 Jul 2008 02 53 PM Fi 5s 7 EJ COR BSBCCO301A BSBCMN3014 Aframe Administrator admin 01 Jul 2008 02 53 PM Course BSBCCO303A BSBCUS301A Aframe Administrator admin 01 Jul 2008 02 53 PM List Oo BSBCMM2014 Aframe Administrator admin 01 Jul 2008 02 52 PM New BSBWOR3014 BSBWOR4014 Aframe Administrator admin 01 Jul 2008 02 52 PM Training EJ NUN BsBWOR203A BSBIND1014 BSBFLM312B Aframe Administrator admin 01 Jul 2008 02 52 PM Tracking COR BSBOHS301B Aframe Administrator admin 01 Jul 2008 02 51 PM m CO COR TabCorp Keno Training Module 6 Aframe Administrator admin 30 May 2008 03 34 PM 1 a TabCorp Keno Training Module 5 Aframe Administrator admin 30 May 2008 03 34 PM Reports E TabCorp Keno Training Module 4 Aframe Administrator admin 30 May 2008 03 34 PM Admin F TabCorp Keno Training Module 3 Aframe Administrator admin 30 May 2008 03 33 PM 2H E 3 HUM TabCorp Keno Training Module 2 Aframe Administrator admin 30 May 2008 03 33 PM L COR Salmat Trade Practices Aframe Administrator admin 19 May 2008 08 34 AM COR OCT 2008 Trade Practices Aframe Administrator admin 19 May 2008 08 28
45. List without Groups and Roles 1 Make sure you already have a Role Location Group set up in the system see Creating Groups 2 Click the button and click on the button gt NEXT 3 Click on Browse and select the CSV file to be imported Click on the erent button 4 Click on the button to alter your file selection or confirm your choice of file to import by clicking on button 5 Use the drop down menu to specify the type of Users you want them to be Learners Managers or Trainers Select the checkbox of the Role Location Group s you want the Users to be in Click on the CP NEXT button 6 The Email Notification screen will appear with an automatically generated email notifying the Users that they have been added to the system providing a hyperlink for them to access Skills Optimiser and their username and password details You can modify this email before sending it if you wish If you do not wish to send this email deselect the checkbox Email Notification Required La Click on button 7 A confirmation screen appears showing your choice of Group s and Email information Click on Vir niat button to scroll back through the screens again and make any required changes Once the details are correct click on the IS button 8 An Import Result screen is displayed detailing the total number of users in the file the number of valid users and the number of inva
46. NISHED l 6 Once the details are correct click of the button The Trainer has been created Page 34 of 113 Associate an Existing Trainer to a New Learner To add an existing trainer to a new learner create a new Learner as per normal however after filling in the User Details choose the groups you wish the new learner to be allocated to then click the Trainers tab from the Group Based Selector Select the Trainers that you wish to allocate to the Learner and then click on the button to continue creating the new Learner If you wish to associate an existing trainer to the new learner when the trainer isn t in the groups the learner is allocated to click the Show All radio button to list all trainers and select the appropriate trainer from that list CANCEL Place Learner in Role and Location Groups Tick the Role and or Location groups to place this Learner into You can then select one of the tabs below to see which of the items in that tab will become related to this Learner Click on the name of a Role or Location group to access the exceptions screen Role Groups Location Groups E Melbourne E Cardigan Street Office L Administration v Drivers Filing Room Finance Gardeners E Mail Room Maintenance Learning amp Development L E Grattan Street Office E Lygon Street Office E Swanston St Office E C Sydney
47. O Please click O This assessment Please click O This assessment Please click O This assessment Please click O Please click O This assessment Please click O This assessment Please click O Please click O Please click O Please click O Please click O hb Published by admin admin admin admin admin admin admin admin admin admin admin admin admin admin admin admin admin admin admin admin admin admin admin me Copyright 1999 2008 SalesForce Australia Pty Ltd All rights reserved Internet Date Published 18 Jul 2008 18 Jul 2008 01 Jul 2008 01 Jul 2008 01 Jul 2008 01 Jul 2008 01 Jul 2008 01 Jul 2008 01 Jul 2008 01 Jul 2008 01 Jul 2008 01 Jul 2008 01 Jul 2008 01 Jul 2008 01 Jul 2008 01 Jul 2008 01 Jul 2008 01 Jul 2008 01 Jul 2008 30 May 2008 30 May 2008 30 May 2008 30 May 2008 20 nno V5 1 9 10096 r In the Resource section you can View all Resources Create New Resources Search for Filter Resources Edit Resources Delete Resources Administer Courses Page 46 of 113 Assessment Overviews 1 Foran overview of an Assessment click on the Edit button e next to the Assessment you wish to view amp PRINT 2 Click to print the overview PREVIEW Click to preview the Assessment Please Note The
48. PM justin ticknergsalmat com au Page 76 of 113 You can add or remove learners and trainers from the groups chosen by unticking the checkbox next to the name of the learner trainer To add learners or trainers to this training that ARE NOT in the groups assigned to them click the Show option above the group lists From here you can filter the full list of learners trainers by all the filter options that are also available from the Users screen see below Training Schedule gt New Allocate Training to Role and Location Groups Tick the Role and or Location groups to allocate this training to You can then select one of the tabs below to see which of the items in that tab will become related to this Training Schedule Click on the name of a Role or Location group to access the exceptions screen WARNING If you remove this Training from a Learner that has completed it then their results will be removed permanently deleted O Show based on Group Selections 9 Show All CUGE Trainers When you tick a Learner it means they will be given this Training to complete El Hide Filter User Status Current M Filter tips User Type Any string of zero or more characters License Status Active or Inactive m lt Any single character First Name 7 j Example 1 To find all Users whose names start with Ser type in Ser Last Name i Example 2 To find all Users whose nam
49. SKILLS OPTIMISER Delivering the right training to the right people at the right time solmot elearning Skills Optimiser User Guide Copyright 1999 2009 Salmat Ltd Page 1 of 113 Contents ABOUT SKILLS OPTIMISER 6 OVERVIEW iniri orci er ras lp DN ILLI DM IK D M 6 SETUP Mene 7 GETTING STARTED 8 LEARNER BROWSER 8 CUSTOMISABLE EMAIL TEMPLATES 9 GROUPS 10 VIEWING GROUPS 11 ROLE Cresc 11 HOG ATO NEG ROWPS etna busca seas 11 CREATING GROUPS TT TT T Eaa EEES 12 ROLE GROUPS 12 LOCATON GROUPS pamira 12 EDITING AND DELETING GROUPS 2ccsceececcececceceececeececeeceseecuseeceseeseseusescuseecuseesuseeseseusesees 13 USERS 14 MARINERS ILE TTE ETE Ec 14 T C T TI T T 14 CUSTOM USER FIELDS ed tae 15 WISER AP RIMES ES circa m A EA A A E EA E A E E E 16 USER PRIVILEGES SKILES Japira aa EE 17 ADD A LEABNER G EE DA E A cei vost EAE EA E E EA BE EEE TE E E E EE E E 18
50. ally mark and track results for Activities Competencies Assessments Learning Resources and Courses Viewing Training in the Tracking list 1 To view the Trackin List button list click on and then click on the The Tracking screen lists the name of the Resource that has been scheduled the resource type the start and end date for the training who it was created by and the date the training was created If a course has been scheduled it is necessary to click on its name to view the individual Resources Arame Skills Optimiser Windows Internet Explorer Aframe SKILLS OPTIMISER Users E http 10 5 234 21 OFFLINE DetectScreenResolution aspx function Markfavidth 9808height 744adepth 32 Filter Type All Resources My View All Training Change page 4 Previous 1 2 Next gt Displaying page 1 of 2 items 1 to S0 of 74 Type M 1 La 62067 A27 002 77 t e R COR 1 p zm j E E a E EJ EJ Origin Energy Office 2007 Training Demo Lasoo Systems Training BSBITU101A BSBCCO301A BSBCMN301A BSBSLS403A BSBCCO304A BSBCCO303A BSBCUSS301A BSBCMM201A BSBWOR301A BSBWOR401A BSBWOR203A BSBIND101A BSBFLM3128B BSBOHS301B TabCorp Keno Training TabCorp Keno Training TabCorp Keno Training TabCorp Keno Trainin
51. ally performed by the Trainer as the Administrator may also be a Trainer Please Note It is recommended that you set up your role and location group structure before adding users Allocate Licenses Viewing results results own pee Please note that a Trainer by default has all of the same access rights as an Administrator except they cannot create another Trainer or Administrator account However it is possible to globally configure Trainer accounts to only have access to certain areas of the Administration functions such as disabling the Users or Training sections Learners can only report on their own training Managers and Trainers can report on training assigned to their learners or training that has explicitly been shared with the Manager or Trainer Administrators can report on all training The following table represents the privileges of each of the four user types in terms of user creation user reporting and the ability to add edit and delete Learner Notes View the Has the ability to Can create Has the ability to Can edit amp delete names of report on edit archive add learner learner notes amp delete notes on a for a p Learner Learner 7 Learner Learner Manager Manager Manager Trainer Trainer Administrator Administrator Administrator Learner Learner Learner Learner Learner 9 Manager Manager Manager Trainer Trainer Trainer Adminis
52. almat com au v amp Ahsan Mohammad mahsan 28 May 2009 07 44 AM Mohammad Ahsangsalmat com au v amp Alam Adeel aalam 28 May 2009 07 51 AM Adeel Alam salmat com au E Below the groups panels is the Group Based Selector From here you can see the Learners and Trainers that are assigned to the new Training based on the groups ticked The Learners list is shown by default To see the Trainers associated with this new Training Schedule click Trainers on the Group Based Selector Training Schedule gt New Allocate Training to Role and Location Groups Tick the Role and or Location groups to allocate this training to You can then select one of the tabs below to see which of the items in that tab will become related to this Training Schedule Click on the name of a Role or Location group to access the exceptions screen WARNING If you remove this Training from a Learner that has completed it then their results will be removed permanently deleted 9 Show based on Group Selections Show Role Groups Location Groups O Australia B Malaysia Quality Conversations v SalesForce Contact Centres C Salmat Policies C New Zealand Philippines Learners Trainers When you tick a Trainer it means they will have permission to edit this Training Role Last Name Description Username Created v 2 Pell gpell 08 Jul 2009 01 19 PM greg pell salmat com au v jtickner 08 Jul 2009 01 19
53. art and end for all Learners Fixed Duration Training previously called Rolling Schedule This option gives you the ability to create Training that starts when allocated to the Learner and ends n days later Recurring Training This option gives you the ability to create training that has a fixed validity period Once the Learner successfully completes the training they will be competent for that duration When the competency expires they will be required to complete the training again and the cycle repeats When a Learner passes the Training then a lockout period comes into play during which it cannot be re attempted 9 Fixed Dates Fixed Duration Rolling Schedule Recurring Training Available From Available Until BSBITU101A Module LRD Please click Open 5 08 2009 1 19 3 11 2009 1 19 PM 2 e Fixed Duration Rolling Schedule Learners get a start date of now or the time when they get added to the Training item and an end date of the time they get added to the Training the selected duration The duration time is chosen from a drop down list of common durations ranging from 1 day to 1 year 62 of 113 Training Schedule gt New 4 BACK gt NEXT Training Dates Duration You can set this Training to be Fixed Duration Training or Fixed dates or Recurring Fixed Dates Training This option gives you the ability to specify exactly when the Training wil
54. assessment then you have the choice to filter the results by Completed Successfully Completed Unsuccessfully Target Not Yet Reached and Not Yet Attempted As well as this you can filter by date and role and or location groups To filter by role and or location groups simply click the check box next to the groups you wish to filter the results by or click one of the four buttons at the bottom of each group panel Select All Select None Expand all groups and Close all groups To select both role and location groups to filter by change the drop down box between the role and location group panels to And Page 109 of 113 Hide Filter 9 Show All How to change the filter Show only Completed Successfully 1 Select the required filter on the left Show only Completed Unsuccessfully Show only Target Not Yet Reached 2 Optionally tick Enable date filter and set the date range Show only Not yet attempted 3 Optionally tick Role and Location groups and select relationship for those selections 4 Click on the Apply Filter button below you can Enable date filter optionally hide the filter area by clicking on Hide Filter Between pa z006 D Mpu and ba jun z008 P Role Groups Location Groups Users not in a group Ee E Australia i F LPG m l E North Queensland E E Geosciences Cairns E Drilling staff and supervisors not drilling e
55. ate the report click on the button Training Heat Map To access the Training Heat Map report click on the button and click on Training Heat Map From this page you can select combinations of groups and training in order to populate the report To generate the report click on the button Page 100 of 113 Generating Reports The course report is a very informative report from which other reports that can be generated from Course Reports Training To generate a course report click the button and click on List You will be taken to a page containing a list of Training that has been created by the administrator Aframe Skills Optimiser Windows Internet Explorer Sees le http 10 5 234 21 OFFLINE DetectScreenResolution aspx Function Schedule amp width 9808height 7448 amp depth 32 Aframe e ffective learning SKILLS OPTIMISER Users Groups Resources Training Schedules NEW DELETE B ARCHIVE Filter Type All Resources My View All Training Training Change page 4 Previous 1 2 Next gt List New Find Tracking Skills Reports Admin Help Aframe SKILLS OPTIMISER Username admin O O P O Type SSS Yessy sey YY ce 2 ce e e ral 2 e 2 e ral Origin Energy Office 2007 Training Demo Lasoo Systems Training BSBITU101A BSBCCO30
56. be modified in any way please contact your Salmat Learning technical consultant Click on button 5 Select any groups by ticking the box next to the group name whose trainers should be able to access and reuse this resource Any trainers in the ticked group s will have access to the resource as well as trainers who are in groups above the ticked group Click the button 6 Tick the boxes next to the names of any other Trainers you wish to share the Assessment with making the assessment available for those trainers who in turn can then training the assessment for users Click the tick box again or click Unselect to unselect any names you have ticked Click the button 7 You will be shown a confirmation screen listing the details you have esc for the Assessment item If you wish to change any of the details click and scroll back through the Wizard making any appropriate changes When the details are correct click on the button Page 48 of 113 Publishing Learning Resources URL File SCORM and Custom Content Uploading Learning Resources follows the same pattern as uploading other Resources However there are a few differences 2 Learning Resources can be almost any type of file i e doc pdf avi etc Learning Resources can also be a link to a website a SCORM package or Custom Content that can then be uploaded to the system Learning Resources cannot have CPD Hours allocated
57. below to see which of the items in that tab will become related to this Manager Click on the name of a Role or Location group to access the exceptions screen Show based on Group Selections Show All When you tick a Learner it means that this Manager will be able to view the reports and any Training that has been allocated to the Learners El Hide Filter User Status Current i Filter tips User Type Any string of zero or more characters License Status Active or Inactive Any single character First Name Example 1 To find all Users whose names start with Ser type in Last Name x Example 2 find all Users whose names start with Ser and are exactly 5 Description L characters long type in Ser Username Email Address Choose a Custom Field Choose Custom Field gt Choose a Custom Field Role and Location groups Show Change page Previous 12345678910 Next Displaying page 1 of 47 items 1 to 20 of 921 Description amp aaa Newgroup Newgroup 03 Jul 2009 09 20 PM amp Abbas Bart babbas 28 May 2009 07 40 AM Bart Abbas salmat com au gt NEXT Click on the PONERTE button once you have made all your required exceptions 4 The Email Notification screen will appear with an automatically generated email notifying the Manager that they have been added to the system providing a hyperlink f
58. button and click on the button 2 Select Competency from the Resource type drop down box and click on the gt NEXT button 3 Fillin details of the Competency name description Enter a value for the CPD Hours NEXT field from O 100 000 Click on the button 4 Select any groups by ticking the box next to the group name whose trainers should be able to access and reuse this resource Any trainers in the ticked group s will have access to the resource as well as trainers who are in groups above the ticked group gt NEXT Click the button 5 Tick the boxes next to the names of any other Trainers you wish to share the Competency with making the competency available for those trainers who in turn can then training the competency for users Click the tick box or click Unselect to unselect any names you have ticked Click the button 6 You will be shown a confirmation screen listing the details you have for the Competency item If you wish to change any of the details click and scroll back through the Wizard making any appropriate changes When the details are correct FINISHED click on the button Please Note Competencies have no results definition as they are not automatically marked Competencies must be Manually Marked see Tracking Editing Resources 1 Click the button and click on the button 2 Click on the Edit button next to the Res
59. by a Trainer however it can be setup for learner marking ask your Salmat Learning Consultant for more information Assessment Evaluation A test to be carried out by Users Competency 15 generally a skill or requirement that needs to be demonstrated Marking of the Competency is usually assessed by a Trainer Page 61 of 113 however it can be setup for learner marking ask your Salmat Learning Consultant for more information Course Comprises one or more Resources Training each Resource component within the Course Learning Resource Learning Resources can be user manuals diagrams any kind of file that is used as a training material a link to a web resource using the URL Learning Resource a SCORM package custom developed content Schedule Availability When scheduling a new item of training you have three options when setting the availability dates of the training for learners e Fixed Date All Learners get the same start and end date for the Training New Learners added to the Group get the same start and end date as everyone else Dates can be entered in manually or by clicking the calendar icons BKD and selecting a date Training Schedule gt New 4 BACK gt NEXT CANCEL Training Dates Duration You can set this Training to be Fixed Duration Training or Fixed dates or Recurring Fixed Dates Training This option gives you the ability to specify exactly when the Training will st
60. cate 11 Customer Contact Not yet opened 00 00 00 Rivers Rebecca Certificate III Customer Contact Not yetopened 00 00 00 amp Robinson Wayne Certificate III Customer Contact Not yet opened 00 00 00 2 Srath lF elysha Certihcate II Customer Contact a Not yeteoened 00 00 00 f Stevenson Glenn Certificate III Customer Contact Not yet opened 00 00 00 Report Date May 2008 10 19 Generated frame Administrator Page 107 of 113 Assessment Reports Assessment reports can be generated in a number of different ways Firstly click the button on the left menu and click on Then click the name of the scheduled assessment that you wish to generate report for Alternatively if the assessment belongs to a Course you can go to the Course Contents area of a Course Report and click the name of the assessment that you wish to generate a report for _ Course Contents Not Started In Progress Unsuccessful Completed OCT 2008 Privacy Policy 6 3 0 1 Logd oct 2008 Privacy Policy Module 6 JEn Pri i 2008 Ree Click here to see a report on Learning Resource OCT 2008 Privacy Policy Module Below is an example of an Assessment Report the layout is similar in structure to a course report as well as the functionality Aframe SKILLS OPTIMISER Properties Learner Statistics Scheduled By Aframe Admin
61. ce as well as trainers who are in groups above the ticked group La Click button 5 Tick the boxes next to the names of any other Trainers you wish to share the Learning Resource with making the Learning Resource available for those trainers who in turn can then schedule this Learning Resource to other Learners within Skills Optimiser Click the tick box again or click Unselect to unselect any names you have ticked Click the gt NEXT button 6 You will be shown a confirmation screen listing the details you have for the Learning Resource If you wish to change any of the details click and scroll back through the Wizard making any appropriate changes When the details are correct FINISHED click on the button To publish a Learning Resource Hyperlink URL use the following steps 1 Click the button and click on the gt NEXT button 2 Select Learning Resource Hyperlink URL and click 3 Fillin a name and description for the learning resource a description is not mandatory Enter in the URL for the site that you wish this Learning Resource to link to If you wish to test if this hyperlink is correct click the Test Hyperlink button to the right of the box where you have entered in the URL When you are happy with the URL you have entered click the button 4 Select any groups by ticking the box next to the group name whose trainers should be able to access and
62. ceptions screen WARNING If you remove this Training from a Learner that has completed it then their results will be removed permanently deleted 9 Show based on Group Selections Q Show Location Groups Quality Conversations SalesForce Contact Centres L E Salmat Policies C Australia Malaysia New Zealand E Philippines Trainers When you tick a Learner it means they will be given this Training to complete Change page 4 Previous 12345678910 Next gt Displaying page 1 of 47 items 1 to 20 of 921 Role Last Name First Name Description Username Created Email 7H amp aaa Newgroup Newgroup 03 Jul 2009 09 20 PM amp Abbas Bart babbas 28 May 2009 07 40 AM Bart Abbas salmat com au amp Abdullah Farid fabdullah 28 May 2009 07 45 AM Farid Abdullah salmat com au v amp Achilles Ryan ryan 27 May 2009 10 15 PM amp Adams Gabrielle gadams 28 May 2009 07 55 AM Gabrielle Adamsgsalmat com au amp Advincula Isabel iadvincula 28 May 2009 07 49 AM Isabel Advincula salmat com au v 8 Ahamed Nihal nahamed 28 May 2009 08 03 AM Nihal Ahamed salmat com au amp Ahsan Mohammad mahsan 28 May 2009 07 44 AM Mohammad Ahsan salmat com au amp Alam Adeel aalam 28 May 2009 07 51 AM Adeel Alam salmat com au 4 BACK gt NEXT CANCEL Page 70 of 113 Below the groups panels is the Group Based Selector From here you can see the Learners and Trainers that are assigned to the
63. characters Password Minimum 3 characters maximum 50 characters Mandatory fields gt NEXT 3 Select the User Type Learner Click on the PUER button 4 Select the Role and Location Groups that the Learner will be allocated to To do this check the box next to the group s that you wish this learner to be allocated to User gt New 4 BACK gt NEXT CANCEL Place Learner in Role and Location Groups Tick the Role and or Location groups to place this Learner into You can then select one of the tabs below to see which of the items in that tab will become related to this Learner Click on the name of a Role or Location group to access the exceptions screen 9 Show based on Group Selections Show All Role Groups Location Groups C Quality Conversations C Australia SalesForce Contact Centres Malaysia Salmat Policies New Zealand Philippines Managers When you tick a Trainer it means that the Trainer will be able to edit this Learner and view the Reports for any Training that has been allocated to this Learner GC Role Last Name 2 Pell gpell 08 Jul 2009 01 19 PM greg pell salmat com au e Tickner jtickner 08 Jul 2009 01 19 PM justin tickner salmat com au Below the groups panels is the Group Based Selector From here you can see the Trainers and Managers that are assigned to the new Learner based on the groups ticked The Trainers list is shown by default
64. chari Shyamal acharis Learner Username admin Copyright 1999 2008 SalesForce Australia Pty Ltd All rights reserved Internet Page 111 of 113 Changing User Status 1 Click the button and click on A full list of Learners is displayed showing their status as Active or Inactive 2 change status click the blue hyperlink next to their status to Activate De activate the learner Changing the number of licenses If you wish to increase or decrease the number of learner licenses simply contact Salmat Learning via email support salmatelearning com au or phone 1800 701 109 to have your license details updated or if you are hosting your own version of Skills Optimiser a license key will be sent to you to copy and paste into the New License key text field Please Note If you have more licenses allocated to learners than you have currently available this can happen if you request a decrease in the number of licenses the system will not allow anyone to login until the number of licenses allocated equals the number of licenses available A warning message will appear if this occurs Filtering Users 1 Click the button and click on the button 2 The Learners licensing list will load To show the filter panel click on Filter To hide the CLOSE filter panel click on either Hide Filter or the button To reopen the filter panel click on Filter again 3 Ent
65. complete the course Page 88 of 113 E 1 Click on the button and click on 2 Click on the Tracking icon next to the Course s From the next screen click on the Tracking icon next to the Course s name Clicking the tracking icon next to the name of the resources inside the course from this page will take you to the respective marking page for that resource 4 mark as Exempt select Exempt from the status list set the exemption date enter a comment optional and select the checkbox next to the name of the user s you wish to mark as Exempt Then click the button 5 Tomark as Not Exempt select Not Exempt from the status list and select the checkbox next to the name of the user s you wish to mark as Not Exempt Then click the button Page 89 of 113 Skills okills are proficiencies that a learner needs to achieve in order to perform their job role function to a required level and are an integral part of the functionality of Skills Optimiser Skills can be assigned to groups individually or they can be grouped together to form a skill set These skills or skill sets can be assigned to multiple role and location groups or deployed through the use of a Role Profile a grouping of multiple skills and skill sets that are specific to the job role of a learner There are six different types of skills Skill SKL SkillSet SKS Knowled
66. d Windows Internet Explorer p You are about to delete the selected courses Are you sure you wish to continue To continue click Ok To return to the courses list click Cancel Cancel Page 58 of 113 4 Click OK to delete the course Please Note Courses that have been scheduled but then deleted from the Course Page can still be accessed by learners and results are still able to be viewed It is not until the training is deleted that results are removed mmR G m Page 59 of 113 Training Training is the means by which an Administrator or Trainer deploys Resources and Courses to Learners Scheduling a resource sets the time date and conditions for the Resource as well as the Group of Learners who will be completing the Resource The process of Scheduling assigns an availability period by way of a start and end date to each Resource Viewing Training To view the Training page click on the button and then click on the List button The Training page lists all currently scheduled training to learners in the Skills Optimiser system okills Optimiser displays the details of each training resource in order of Date Created from newest to oldest so that the Administrator or the Trainer has all the information at a glance The Administrator can see all training that have been created gt
67. d role groups and location groups Skills skill sets role profiles and training can be assigned to multiple role or location groups Any number of role or location groups can be created within a hierachy of up to ten levels so that you can create a group structure to fit your requirements exactly For example Role Groups Location Groups Administration Melbourne qp Drivers 4 Cardigan Street Office qp qp Filing Room s Grattan Street Office p EL Finance Lygon Street Office qp qp Gardeners s Swanston St Office dh ui Learning amp Development 4 Sydney oP Mail Room s George Street Office cP qp Maintenance Martin Street Office d d Secretary Pool d Sr Trainers Talk to your Salmat Learning Consultant for advice on the best way to structure your groups Page 10 of 113 Viewing Groups There are two types of groups in Skills Optimiser Role Groups and Location Groups Role Groups Skills Optimiser enables you to view all role groups at once so that you can see the overall role group structure Role 1 Click the LAN button and then click on ES 2 Role Group hierarchies can be expanded to view details or can be collapsed to view only the higher level groups Expand the selected group Allows you to see all the lower nested groups below this group name Collapse the selected group Allows you to see just the high
68. ded will have been E gt NEXT removed from the Training list Click Select the checkbox next to any learners who were excluded from the existing training schedule that should be included in the new merged training schedule Click gt NEXT select the checkbox next to any learners whose results for the superseded training gt NEXT should be reset once the training has been merged Click Page 80 of 113 6 Aconfirmation screen appears with all the details of the training schedule and BACK resource course to be merged If you wish to TA button When you have finished click the button This process cannot be reversed once the merge has been confirmed r Email Reminders When scheduling training to learners or groups of learners you have the option to have Skills Optimiser automatically send out email reminders to learners in various situations Expiry Ending Reminders When this reminder is enabled a learner will receive an email reminder when the training schedule expires You can also add additional reminders for a specified amount of days ADD gt S before the training schedule expires ends by clicking the button and entering an amount of days for the additional reminder v Expiry Reminders Required A reminder email will be sent to the learner when this training expires To add additional reminders click the Add button below ADD b Must Comp
69. e 12 of 113 2 create new location group Create New group Under each location group new blank group will always appear that you can rename Click on the icon to create a new group click the Save icon to save the new location group You may have up to ten levels in your group hierarchy Editing and Deleting Groups Skills Optimiser allows to you change group names even after you have assigned learners to it and delete groups enabling you to easily modify your group structure Group names can be as long as required Once you delete a group it will no longer be displayed in the group page If a group or one of the sub groups below it contains existing users resources training or skills then it cannot be deleted To delete such a group you must first empty it by either deleting the items or moving the items to another group From either the Role Group or Location Group page to edit or delete an existing group Editor Delete a Group Click on this icon 6 next to the group you wish to edit Make any changes you require then click on one of the following three options To save the group click the Save icon Close group without saving changes W Delete the group Page 13 of 113 Users All users of Skills Optimiser must be assigned a user account Within this account all necessary information pertaining to each individual User is kept A User can be created as a Learner Trainer
70. e from the drop down menu and click on the button 3 Select the Role and Location Groups that the Training will be assigned to To do this check the box next to the group s that you wish this training to be assigned to Page 67 of 113 Training Schedule gt New Allocate Training to Role and Location Groups Tick the Role and or Location groups to allocate this training to You can then select one of the tabs below to see which of the items in that tab will become related to this Training Schedule Click on the name of a Role or Location group to access the exceptions screen WARNING If you remove this Training from a Learner that has completed it then their results will be removed permanently deleted 9 Show based on Group Selections Show All Location Groups C Quality Conversations C Australia SalesForce Contact Centres Malaysia EL Salmat Policies New Zealand Philippines Learners Trainers When you tick a Learner it means they will be given this Training to complete GC Change page 4Previous123456789 10 Next gt Displaying page 1 of 47 items 1 to 20 of 921 Role Last Name First Name Description Username Created Email H v amp aaa Newgroup Newgroup 03 Jul 2009 09 20 PM v amp Abbas Bart babbas 28 May 2009 07 40 AM Bart Abbas salmat com au v 8 Abdullah Farid fabdullah 28 May 2009 07 45 AM Farid Abdullah salmat com au amp Achilles Rya
71. e s you wish to delete DELETE cio imd The following message is displayed Windows Internet Explorer You are about to delete the selected Resources Are you sure you wish to continue NOTE Deleting 4 resource that has already been made available to Learners or Groups of Learners will not delete the associated Training you can delete that Training on the Training page To continue click Ok To return to the resources list click Cancel i Cancel 4 Click OK the selected Resources are deleted Page 54 of 113 Please Note Resources that have been scheduled but then deleted from the Resource Page can still be accessed by learners and results are still able to be viewed It is not until the training is deleted that results are removed Page 55 of 113 Courses Courses are Resources that are bundled together For example Course Resource Name Resource Type Management Strategies Assessment Activity Assessment Assessment Learning Resource Industry Competition Interviewing Process Improvement Project Management Management Today HR Handbook Corporate Psychology Human Resource Management Learning Resource Assessment Viewing Courses Resources Course 1 Click the button then click the button and click on List 2 list of Courses is displayed in order of Date Created Aframe Skills Optimiser Windows Internet Explorer 2 http 10 5 234 21 OFFLIN
72. e to the learner s competency as well as view a file that a learner has attached to the Competency themselves To attach a file to a learner s competency click the checkbox next to the learner s you wish to attach the file to then click Browse to select a file to attach NB The file will be attached once the learner is marked and the button is clicked To view an already attached file on learner s competency click the icon next to the learner s record for the competency The attached file will open in a new window 4 as Competent select Competent from the status list set the completion date enter a comment optional and select the checkbox next to the name of the user s you wish to mark as Competent Then click the button under The selected users should now have a green tick and a date achieved value next to their name 5 Tomark as Not Yet Competent select Not Yet Competent from the status list and select the checkbox next to the name of the user s you wish to mark as Not Yet Competent Then click the button The selected users should not have a green tick and a date achieved value next to their name 6 mark as Exempt select Exempt from the status list set the exemption date enter a comment optional and select the checkbox next to the name of the user s you wish to mark as Exempt Then click the button The selected users should now be marked as
73. eaececeeaeaeaeass 48 PUBLISHING LEARNING RESOURCES URL FiLE SCORM AND CUSTOM CONTENT 49 PUBLISHING ACTIVITIES cccccecececececececcceccacccecececacecececseecececececececececececececececacacecececeaeass 52 PUBLISHING GOMPETENGIES 53 EDIHNG HESOURCES 2 ecu iE ee De 53 FILTERING HESOUNHCES 54 DELETING RESOURCES 22 ID ICE LO DI ERE DDR 54 COURSES 56 RR 56 CREATING Ta 57 EDITING COUHSES tee enone D ID D er D ID DE ID 58 DELETING GOURSES ETT 58 TRAINING 60 VIEWING TRAINING ornin eeeeetem 60 zzi cH N G A 61 CREATING TRAINING 2 2 A EEE E E E S E E E E E E 61 SGHEDUEEAVAMABIMITY 62 SCHEDULING ASSESSMENTSG cccecececcccacecececececcecccccuaccceceneauacscuteneaeacseeteneauaesteneneaeacsnenss 64 SCHEDULING LEARNING RESOURCES ccccecccccecececcccccacccenecuceceneauatsceteneavacsteneceavacsnenss 67 SCHEDULING HAC TIVITIES titcarascatsnhorchscadeseceneascautoadeasunc
74. ebstecensvscesseavedeces 107 ASSESSMENT REPORTS eis decens UE E EL iL ME ees cae sees 108 EXPORTING REPORT mistica ius Ue MER 110 Page 4 of 113 ADMINISTRATION 111 LICENSING n 111 CHANGING USER STATUS x cte an 112 CHANGING THE NUMBER OF LICENSES seeseneee eene mem nemen 112 FIETERING USER So MN ER RE 112 CHANGING YOUR PASSWORD i2 raa CE VEU PE eui B NODE REN SUE V RENI DEI OUS DENEN 113 LOGGING Oz ER EU m T e 113 Page 5 of 113 About Skills Optimiser Skills Optimiser is a skills competency role profile and competency management tool that links directly to organisational hierarchical skills and role development assisting in ensuring that staff have the skills knowledge and compliance training to perform well in their jobs Skills Optimiser also adds value to internal succession planning and recruitment by providing detailed real time data on employee skill sets beyond that of a traditional LMS database Skills Optimiser is based on the code base and framework of Aframe OLAMS Aframe OLAMS Online Learning and Assessment Management System is a server based application used to manage and administer the deployment of learning resources and assessment material to learners A flexible learner management structure allows you to schedule and distribute learning resources and assessment item
75. er information into one or more of the following fields User Status First Name Last Name Description Username Email Address Up to 3 Custom User Fields Role and Location Groups click Show and select role location groups to filter by If you select both role and location groups only learners that are in both the selected role and location groups will be displayed To hide the role and location group lists click Hide gt FIND Put in your filter parameters and click the ets button The use of wildcards and are available for example Wild Card Example O Replace any number of characters in the Search for the Resources regarding search criteria with to search for an biochemistry and biochemicals unknown word Search using biochem Page 112 of 113 Replace any character with to have that Search for the Resource name character equal any alpha numeric character Search using K te Changing your Password Passwords must be between three 3 and fifty 50 characters long comprising alpha and or numeric characters It is suggested that you change your password regularly and that you try to avoid obvious or normal word passwords 1 Click on the button and click on 2 Enter your old password in the Old Password field 3 Typein a new password in the New Password field and retype the password in the Confirm New Password field to confirm 4 Click Update
76. er level group name Expand all role groups Allows you to fully expand the role group hierarchy Collapse all role groups Allows you to fully collapse the role group hierarchy DO When viewing role groups it is also possible to view details on the Users Resources and Training associated with a certain groups To do this click on the name of the role group you wish to view more information about The following panel will be displayed and can be navigated by clicking on the Users Resources or Training tabs at the top of the panel Resources Training _ Include sub groups Username Black ablack Addams jaddams Smith jsmith Pelligins jeep Location Groups Skills Optimiser enables you to view all location groups at once so that you can see the overall location group structure 1 Click the button and then click on 2 Location Group hierarchies can be expanded to view details or can be collapsed to view only the higher level groups Expand the selected group Allows you to see all the lower nested groups below this group name Page 11 of 113 Collapse the selected group Allows you to see just the higher level group name Q Expand all role groups Allows you to fully expand the location group hierarchy Collapse all role groups Allows you to fully Fd collapse the location group hierarchy When viewing role groups it is also possible to view details on the Users Re
77. er to be able to install it on your PC Page 8 of 113 Customisable Email Templates Skills Optimiser allows you to communicate with your learners through automatically generated emails These emails are used throughout the system and are customized by the administrator The customised emails can be used when creating a new user editing an existing user creating training when a learner completes a course editing an existing training item or when importing a large list of users into the system Each email can be customized to allow greater communication to users The New User email is shown below If you are using Salmat Learning Hosting to host your version of Skills Optimiser you will need to send your customized email templates to your Salmat Learning Customer Service Manager they will then load them for you If you require assistance in creating these templates please contact our Technical Support team on 1800 701 109 or email support salmatelearning com au If you are hosting your own version of Skills Optimiser and wish to change the Email Templates open the folder called EmailTemplates from the root directory In this folder is a file called InstructionForEmailTemplate txt Within this file are the instructions for making the necessary changes If you require any further assistance please contact your Salmat Learning Customer Service Manager E Welcome to Aframe OLAMS Message HTML t Ele Edt Insert Format Jools Action
78. erlink for them to access Skills Optimiser and their username and password details You can modify this email before sending it if you wish by using the HTML editor as seen below Use the toolbar to format the text insert picture or change the colour of the background For more information please see the section Customisable Email Templates If you do not wish to send this email deselect the checkbox Email Notification Required Click on the gt NEXT button Page 33 of 113 4 BACK gt NEXT CANCEL User gt New Email Notification This page allows you to optionally send an email to the user You can alter the standard email text using the editor below v Email notification required Branding From helpdesk aframe com au iohn citizen aframe com au Subject to Aframe OLAMS EEE TO eeprlo Message 200p B Z U gt Aframe ffective fearing SKILLS OPTIMISER Welcome to Aframe OLAMS Dear John Your account in Aframe OLAMS has been created If you would like to login to your learner account please click on the following link http 10 5 234 21 TEST 5106 1 licername icitizon lt 5 The summary screen will appear listing the details for the newly created Trainer If you BACK wish to make any changes click on the button to scroll back through the screens again and make any required changes FI
79. es start with Ser and are exactly 5 Description characters long type in Ser Username Email Address Choose a Custom Field gt MI Choose a Custom Field Choose a Custom Field Role and Location groups Show Change page 4Previous 12345678910 Next gt Displaying page 1 of 47 items 1 to 20 of 921 Role Last Name First Name Description Username Created Email E aaa Newgroup Newgroup 03 Jul 2009 09 20 PM amp Abbas Bart babbas 28 May 2009 07 40 AM Bart Abbas salmat com au v gt NEXT From here tick untick the learners or trainers as required Click on the Pewee button gt NEXT Select the availability of the Course Resource Click on the POWERS button Select either Fixed Date and subsequently enter in the start and end dates for the Course or Fixed Duration and subsequently pick a set duration for the Course select any other Administrators or Trainers from the list that you wish to share the NEXT Training with optional Click the Next button If the course contains any Assessments click on the Assessment name to view the optional assessment properties select any email reminders you wish to have sent to learners assigned to the training LI see Email Reminders Click the button Page 77 of 113 8 An optional email notification is automatically generated to go out to the Learners you selected You can modify this email before sending it
80. escription Username Created Email v amp aaa Newgroup Newgroup 03 Jul 2009 09 20 PM amp Abbas Bart babbas 28 May 2009 07 40 AM Bart Abbas salmat com au amp Abdullah Farid fabdullah 28 May 2009 07 45 AM Farid Abdullah salmat com au amp Achilles Ryan ryan 27 May 2009 10 15 PM amp Adams Gabrielle gadams 28 May 2009 07 55 AM Gabrielle Adams salmat com au amp Advincula Isabel iadvincula 28 May 2009 07 49 AM Isabel Advincula salmat com au v amp Ahamed Nihal nahamed 28 May 2009 08 03 AM Nihal Ahamed salmat com au amp Ahsan Mohammad mahsan 28 May 2009 07 44 AM Mohammad Ahsan salmat com a v amp Alam Adeel aalam 28 May 2009 07 51 AM Adeel Alam salmat com au v 4 BACK gt NEXT CANCEL Below the groups panels is the Group Based Selector From here you can see the Learners and Trainers that are assigned to the new Training based on the groups ticked The Learners list is shown by default To see the Trainers associated with this new Training Schedule click Trainers on the Group Based Selector Page 73 of 113 Training Schedule gt New Allocate Training to Role and Location Groups Tick the Role and or Location groups to allocate this training to You can then select one of the tabs below to see which of the items in that tab will become related to this Training Schedule Click on the name of a Role or Location group to access the exceptions screen WARNING If you remove this Training from a Learner that has comple
81. f the scheduled learning resource that you wish to generate report for Alternatively if the learning resource belongs to a Course you can go to the Course Contents area of a Course Report and click the name of the learning resource that you wish to generate a report for _ Course Contents Not Started In Progress Unsuccessful Completed OCT 2008 Privacy Policy 6 3 0 1 2008 Privacy Policy Module 6 0 0 SERI T Pri Poli 7 2008 SONO Click here to see a report on Learning Resource OCT 2008 Privacy Policy Module Below is an example of a Learning Resource Report the layout is similar in structure to a course report as well as the functionality Filtering is offered except you just have the option to filter learners who have either opened or not yet opened the learning resource Aframe Lee SKILLS OPTIMISER Learning Resource ICTCC341A Properties Learner Statistics Scheduled By Aframe Administrator Completed 1 Available From 08 Apr 2008 09 16 Not yet opened 5 Available Until 07 Jul 2008 09 16 AM Total Candidates 5 Hours 0 Learner Status Filter Shew Candidate Group Status First Access Time Spent Visits Completion Dato 2 Clareboroogh Peter Certificate III Customer Contact Completed 08 2008 09 53 00 22 55 08 Apr 2008 11 28 tan Certifi
82. filter the skills list which contains skills skill sets and role profiles by Skill Skill Set Role Profile Name Keywords Skill Skill Set Role Profile Code Type skill set skill Knowledge competency license or special Created by the name of the Administrator Trainer who created the Skill Skill Set Role Profile Role Groups Location Groups Once you have chosen the parameters you wish to filter by click the Apply button To clear the filter form click the Clear button To close the filters panel click on the Close button Page 96 of 113 Manual TNA Training Needs Analysis is a process undertaken by an Administrator or Trainer in Skills Optimiser to determine the training that a learner needs in order to possess all the skills required in their job role Training Needs Analysis User Details This screen is used to conduct a Manual TNA for a particular learner To conduct a Manual TNA click the TNA icon next to the Users Last Name Filter Type Learners First Name Created Addams Black Cameron Creece Davidson Davies Davies Dietrich Douglas Flack Frances Gregory Harris Lee Nice Nicholas Pell Pelligins Rivers Robinson Smith Smith Andrew Brent Paul Denise Simon Brandon Aimee Bruce Troy Shane Joanne Stephen Ian Greg Rebecca Wayne Felysha John CSR Clerk Sales Accounts IT Officer Director Accounts Clerk State Manager Sales IT Officer Acco
83. full list of trainers managers by all the filter options that are also available from the Users screen see below User gt New 4 BACK gt NEXT CANCEL Place Learner in Role and Location Groups Tick the Role and or Location groups to place this Learner into You can then select one of the tabs below to see which of the items in that tab will become related to this Learner Click on the name of a Role or Location group to access the exceptions screen Show based on Group Selections Show All s Trainers Managers When you tick a Trainer it means that the Trainer will be able to edit this Learner and view the Reports for any Training that has been allocated to this Learner El Hide Filter User Status Current Filter tips User Type Any string of zero or more characters License Status Active or Inactive Any single character First Name X Example 1 To find all Users whose names start with Ser type in Ser Last Name Example 2 To find all Users whose names start with Ser and are exactly 5 Description characters long type in Ser Username Email Address Choose a Custom Field gt Choose a Custom Field gt Choose a Custom Field gt Role and Location groups CLOSE Role Last Name Description Username gpell 08 Jul 2009 01 19 PM greg pell salmat com au Tickner jtickner 08 Jul 2009 01 19 PM justin tickne
84. functionality Filtering is offered except you just have the option to filter learners who have either Completed or have Not Yet Completed the Activity SKILLS OPTIMISER Course Sales Meetings Properties Learner Statistics Scheduled By Aframe Administrator Completed 0 Available From 08 May 2008 10 16 Unsuccessful 0 Available Until 06 Aug 2008 10 16 InProgress 0 Total CPD Hours 1 e Not Started 6 Total 6 Not Started In Progress Unsuccessful Completed Sales Meetings vdd attend bi annual sales meeting J Course Outcomes Filter Show Result s5 CPD Earned Time Spent Visits Date Completed 8 5 Esposito Janet Jetstar Training Not started 00 00 00 5 Hall Meg Jetstar Training Not started 00 00 00 j 2 Papps Chris Jetstar Training Not started 00 00 00 Pell Greg Jetstar Training Not started 00 00 00 3 2 Tatko Thomas Jetstar Training Not started 00 00 00 Up wilson Natasha Jetstar Training Not started 00 00 00 NOTE Learning Resources 1905 are included when calculating whether Course ts Completed as defined by your configuration settings This means that Course cannot have a Result of Completed unless all of its LRDs are also Completed Page 106 of 113 Learning Resource Reports Learning Resource reports can be generated in a number of different ways Firstly click the button on the left menu and click on Then click the name o
85. g TabCorp Keno Training TabCorp Keno Training Salmat Solution Selling Module 6 Module 5 Module 4 Module 3 Module 2 Module 1 Quality Conversations Module 2 Starts 18 Jul 2008 18 Jul 2008 01 Jul 2008 01 Jui 2008 01 Jul 2008 01 Ju 2008 01 Jul 2008 01 Jul 2008 01 Jul 2008 01 Jul 2008 30 May 2008 30 May 2008 30 May 2008 30 May 2008 30 May 2008 30 May 2008 30 May 2008 30 May 2008 Ends 31 Dec 2020 31 Dec 2020 29 Sep 2020 29 Sep 2020 29 Sep 2020 29 Sep 2020 29 Sep 2020 29 Sep 2020 29 Sep 2020 29 Sep 2020 31 Dec 2020 31 Dec 2020 31 Dec 2020 31 Dec 2020 31 Dec 2020 31 Dec 2020 31 Dec 2020 31 Dec 2020 Created By Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Aframe Administ Created 18 Jul 2008 08 39 AM 18 Jul 2008 08 39 AM 01 Jul 2008 02 59 PM 01 Jul 2008 02 59 PM 01 Jul 2008 02 58 PM 01 Jul 2008 02 57 PM 01 Jul 2008 02 56 01 Jul 2008 02 56 PM 01 Jul 2008 02 55 PM 01 Jul 2008 02 55 PM 30 May 2008 03 38 PM 30 May 2008 03 37 PM 30 May 2008 03 37 PM 30 May 2008 03 37 PM 30 May 2008 03 36 PM 30 May 2008 03 36 PM 30 May 2008 03 22 PM 30 May 2008 03 17 PM 2 Click on the Training name t
86. ge KNO Competency COM License LIC Special SPL Qualification QAL Creating Skills Skill 1 Click the LAN button then click the button and New click on the button 2 Enter a name for the new skill select the Skill Type Skill D Licence Special and enter Skill Code and Description Click 3 Select the Training you wish to include in the Skill from the Training list on the left and click To remove Training from the Skill either click on the Training name from the Selected Training list on the right and click or click on the button to remove all included training The Training item will go back into the Training list To select multiple Training items at once hold down the Ctrl key while you click with the mouse To filter the Training list by different types of training item select an option from the Filter box above Click on the gt NEXT button 4 Assign the skill to role or location groups by ticking the checkbox next to the group name Selecting a group will associate this skill with this group and every subgroup of this group This zu can be skipped if the New Skill is going to be included in a Role Profile Click 5 The skill confirmation page will appear To adjust any aspects of the skill click 4 BACK to back through the New Skill wizard and change aspects of the skill Click the button to create the new skill Page 90 of 11
87. have selected For deletion Explanation IF there are any Learners that have completed any of this training or items within a Course then those Learners will no longer be able to see their results For that training Also Administrators Trainers amp Managers will no longer be able to report on the results of any completed training because you are about to PERMANENTLY delete the associated results Are you sure you wish to continue this is a permanent deletion which CANNOT be reversed NOTE If you are a Trainer then you can only delete Training that was created by you Administrators can delete any Training You are not allowed to delete Training that is shared with you Click OK to continue or Cancel to return to the Training page Cancel 4 Click OK The Training will now be deleted WARNING Deleting training will also PERMANENTLY delete all results for that particular training from learners and from the Tracking page Caution must be used when deleting Training as the Learners Results cannot be retrieved Archiving Training Archiving training allows administrators and trainers to move training out of the normal training page to allow easier sorting of current training Archiving a training resource does not delete it nor remove it from learners simply filters archived training out of normal view for ease of use for Administrators and Trainers 1 Click the button and click on 2 Select the Training
88. he filter panel open To hide the filter panel click on either CLOSE Hide Filter or button To reopen the filter panel click on Filter 3 Enter information into one or more of the following fields e Training Type Activity Assessment Competency Course Learning Resource My View Training My Training Shared Training Others Training Archived Training Training Name Created by First Name Created by Last Name Scheduled Start Scheduled End Role and Location Groups click Show and select role location groups to filter by If you select both role and location groups only training that is scheduled to both the selected role and location groups will be displayed To hide the role and location group lists click Hide The use of wildcards and are available for example Wild Card Replace any number of characters in the Search for the Training regarding search criteria with to search for an biochemistry and biochemicals unknown word Search using biochem Replace any character with to have Search for the Training name that character equal any alpha numeric Search using character 4 Click on button Creating Training Each type of Resource can be scheduled these are Activity Is either an activity that needs to be completed or a record of an activity that has already been completed Completion of the Activity is usually recorded
89. hen details will be displayed here Click on the Users button to view the imported Users Page 24 of 113 Exporting a List of Users A complete list of Users stored in Skills Optimiser can be exported into a spreadsheet for entry into external systems or for further report manipulation To export the user list List 1 Click the LN button and click on the button 2 Click on button 3 You will then be prompted to select whether you want to open or save the file containing the list by clicking on the appropriate button 4 f you select Save you will then be required to choose the drive path for the file to be saved to The file will be saved in CSV format 5 f you select Open the application that is associated with viewing CSV files e g Microsoft Excel will open and display the exported user information Editing Users okills Optimiser allows the Administrator to modify user details Administrators and Trainers can modify groups that users are assigned to reset users passwords update e mail addresses add descriptions or correct user details Edit the User details or Group membership List 1 Click the LN button and click on the button 2 Click on the Edit icon 6 next to the name of any User and summary page of that User s details is displayed Z EDIT 3 Click on the FEE button Follow the Wizard prompts and make any required modifications 4 Click on but
90. ick the Role and or Location groups to place this Trainer into You can then select one of the tabs below to see which of the items in that tab will become related to this Trainer Click on the name of a Role or Location group to access the exceptions screen 9 Show based on Group Selections Show Role Groups Location Groups Quality Conversations C Australia SalesForce Contact Centres L Malaysia E Salmat Policies New Zealand E Philippines GC Change page 4 Previous 12345678910 Next gt Displaying page 1 of 47 items 1 to 20 of 921 First Name Description Username amp aaa Newgroup Newgroup 03 Jul 2009 09 20 PM amp Abbas Bart babbas 28 May 2009 07 40 AM Bart Abbas salmat com au v amp Abdullah Farid fabdullah 28 May 2009 07 45 AM Farid Abdullahgsalmat com au amp Achilles Ryan ryan 27 May 2009 10 15 PM amp Adams Gabrielle gadams 28 May 2009 07 55 AM Gabrielle Adams amp salmat com au amp Advincula Isabel iadvincula 28 May 2009 07 49 AM Isabel Advinculagsalmat com au amp Ahamed Nihal nahamed 28 May 2009 08 03 AM Nihal Ahamed salmat com au amp Ahsan Mohammad mahsan 28 May 2009 07 44 AM Mohammad Ahsan salmat com au amp Alam Adeel aalam 28 May 2009 07 51 AM Adeel Alam salmat com au 3 5 Click the once you have finished selecting the learners you wish to FINISHED associate with the trainer then click and finish the Edit Trainer wizard Page 36 of 113 Method 2 Edi
91. in this report which includes a Statement of Results and a CPD Hours Statement for the learner Page 104 of 113 frai SKILLS OPTIMISER Details La tes TAr button to tha User Learner Name Aydan Last Name Descnption Clerk Ema ablackptech com au Usemame ablaci Password 060996 Venue No Venue Selected Groups EEO Training f Carti amp c ate 11 Customer Contact t Amen d bic penus satt meeting Completed 08 2009 09 57 AM t OCT and Owernty Not started i OCT Maressment Completed 30 Jem 2008 04 01 PN L OCT Ducenmination In progress 9 OCT bullying Not started t SL Certficate 111 in Customer Contact 00 00 00 Completed 01 Feb 2008 03 03 E _Oniine Training Evaluation 1 __ 60 00 00 Nat started greg eframe com sv pores cor ans atr ome There are no Notes entered Report Date 09 May 2008 10 05 AM Generoted Atame Adreewstrator Clicking the lb icon associated with any training or course item contained within any of these two reports will take you to the corresponding report for that item For example clicking the lb icon next to a course name will take you back to the course report and the same applies for an assessment activity learning resource and competency The heading at the top of each column in the Course Outcomes table can be c
92. ing activity competency assessment learning resource and course Activity Competency Both activities and competencies can be manually marked through the Tracking section of Skills Optimiser These activities can be marked as complete or competent multiple times for instance when an annual requirement is met over multiple years A marking history for activities and competencies can be seen listed on a learner s activity competency individual report Activities and competencies can also be marked as exempt When a learner is marked as exempt they will not have to complete the activity competency to be considered as having completed the activity competency To track a learner s activity manually 1 Click on the button and click on 2 Click on the Tracking icon next to the Activity s name 3 From the Activity marking page you can attach a file to the learner s activity as well as view a file that a learner has attached to the Activity themselves To attach a file to a learner s activity click the checkbox next to the learner s you wish to attach the file to then click Browse to select a file to attach NB The file will be attached once the learner is marked and the button is clicked To view an already attached file on a learner s activity click the icon next to the learner s record for the activity The attached file will open in a new window 4 Tomark as Complete select Complete from the statu
93. istrator 1 Suspended 1 Available From 08 May 2008 10 21 AM In progress 1 Available Until 06 Aug 2008 10 21 AM Not started E CPD Hours 0 Total Learners 6 Target Score 8096 Attempts Allowed Unirmuited Results Definition Not yet 09 79 competent 8096 to 100 Competent Assessment Outcomes Filter kow All Neme Group Result Date Score Attempts Time Spent Esposito Janet Jetstar Training In progress 00 00 43 Hall Meg Jetstar Training Suspended 00 00 02 Papps Chris Jetstar Training Not started 00 00 00 Pell Greg Jetstar Training Not started 00 00 00 Tatko Thomas Jetstar Training Not started 00 00 00 Natasha Jetstar Training Not started 00 00 00 Report Date 08 May 2008 10 24 Generated Aframe Admurestrator 108 of 113 Filtering in an assessment report can change depending on whether or not a Target Score has been set by the creator of the assessment If there is no target score set then you have the choice to filter the learners by Completed Unsuccessful In Progress and Not Started As well as this you can filter by date and role and or location groups To filter by role and or location groups simply click the check box next to the groups you wish to filter the results by or click one of the four buttons at the bottom of each group panel Select All Select None Expand all groups and Close all groups To select b
94. k 4 BACK to back through the Edit Skill wizard and change aspects of the skill Click the button The Skill will have been edited r Page 91 of 113 Deleting Skills Skill 1 Click the LAN button then click the button and l List click on the button 2 Click on the name of a skill from the Skills Role Profiles panel Once the detailed information loads click on the Delete button 3 The selected skill will have been deleted Creating Skill Sets 1 Click the button then click the button and Mew click on the button 2 Enter a name for the new Skill Set and enter a Skill Code and Description Click Next NEXT 3 Select the Skills Skill Sets you wish to include in the Skill Set from the Skills list on the left and click To remove Skills Skill Sets from the Skill Set either click on the Skill Skill Set name from the Skill Set contains list on the right and click or click on the button to remove all included skills skill sets The Skill Skill Set s will go back into the Skills list To select multiple skills skill sets at once hold down the Ctrl key while you click with the mouse To adjust the order of the skills skill sets in a skill set select the skill from the Skill set contains list and either click the button or the button to adjust the order To filter the skills list by name type description keywords created by role group or location group click on
95. k the LN button and click on the button P 2 Select the Edit button next to an existing Learner that you wish to add the manager to DIT 3 A summary screen will be displayed Click on the 8 button 4 Unless you need to make general changes click button until you reach the Group Based Selector as shown below Select the Manager that you wish to have permissions on that Learner if the manager is not listed click the Show All radio button a to list all managers Then click on the FINISHED button and continue through the rest of the wizard until you click on button User gt New BACK gt NEXT CANCEL Place Learner in Role and Location Groups Tick the Role and or Location groups to place this Learner into You can then select one of the tabs below to see which of the items in that tab will become related to this Learner Click on the name of a Role or Location group to access the exceptions screen i 9 Show based on Group Selections O Show All Role Groups Location Groups Quality Conversations GC Australia a v SalesForce Contact Centres C Malaysia E Salmat Policies New Zealand 7 Philippines Trainers Managers When you tick a Manager it means that the Manager will be able to view the Reports and any Training that has been allocated to this Learner Description ahowden 08 Jul 2009 01 27 PM angela howden salmat
96. l start and end for all Learners Fixed Duration Training previously called Rolling Schedule This option gives you the ability to create Training that starts when allocated to the Learner and ends n days later Recurring Training This option gives you the ability to create training that has a fixed validity period Once the Learner successfully completes the training they will be competent for that duration When the competency expires they will be required to complete the training again and the cycle repeats When a Learner passes the Training then a lockout period comes into play during which it cannot be re attempted O Fixed Dates Fixed Duration Rolling Schedule Recurring Training Select duration 1 Month 30 v Description BSBITU101A Module Please click Open e Recurring Training This option gives you the ability to create training that has a fixed validity period Once the Learner successfully completes the training they will be competent for that duration When the competency expires they will be required to complete the training again and the cycle repeats When a Learner passes the Training then a lockout period comes into play during which it cannot be re attempted Dates can be entered for a Fixed Expiry Date manually or by clicking the calendar icon 81 selecting a date Training Schedule gt New 4 BACK gt NEXT CANCEL Training Dates Duration You can
97. learner submits the Page 66 of 113 assessment C Accesementincirucions When enabled these instructions are displayed in the learner assessment summary screen Non optional setting Please note The majority of these settings and others can be automatically configured in a special configuration file within Skills Optimiser allowing you to pre program certain assessment properties Click on PONENT button 6 Select any other Administrators or Trainers from the list that you wish to share the Training with optional Click the EWEN button 7 Select any email reminders you wish to have sent to learners assigned to the training see Email Reminders Click the Pe NENT button 8 An optional email notification is automatically generated to go out to the Learners you selected You can modify this email before sending it If you do not wish to send an email gt NEXT notification deselect the Email notification required checkbox Click button 9 Aconfirmation screen appears with all the details of the Training If you wish to modify anything click the button You can also click on View Edit Learners to view or modify the selected Learners When you have finished click the button Scheduling Learning Resources 1 Click the button and click on 2 Choose Learning Resource as the Training type Select the Learning Resource you wish New Lal NEXT to schedul
98. lete By Reminders When this reminder is enabled a learner who has never successfully completed the training will receive an email reminder when the training competency date is reached You can also add additional reminders for a 3 amount of days before the training competency date by clicking the button and entering an amount of days for the additional reminder v Must Complete Reminders Required Set the Required First Competency Date Reminder This is a reminder for Learners who have never successfully completed this training before which will be sent when the competency date is reached 9 Must Complete within 10 days of receiving training Must complete by 01 Jan 1900 EH To add additional reminders click the Add button below ADD gt Page 81 of 113 e Notify Learner when Training is Unlocked Reminders When this reminder is enabled a learner who has previously completed the training will receive an email reminder when the locked period for a recurring training has ended NB This email reminder can only be added to a Recurring Training type training schedule mmR m Page 82 of 113 Tracking Once a Resource has been scheduled it will appear in the Tracking screen The Tracking screen allows an Administrator or Trainer to manu
99. licked to sort the table by that chosen field By default the Course Outcomes are sorted by Result Please Note When course outcomes are calculated there is one option to consider If the option to include Learning Resource Documents LRDs when calculating whether a Course is completed is chosen then a Course cannot have a Result of Completed unless all of its LRDs have been opened at least once Likewise if the option to exclude Learning Resource Documents is chosen then for example a course containing 1 Assessment and 1 Learning Resource will be shown as Completed if just the assessment has been successfully completed Page 105 of 113 Activity Competency Reports Activity or Competency reports can be generated in a number of different ways Firstly click the button on the left menu and click on Then click the name of the scheduled activity or competency that you wish to generate a report for Alternatively if the Activity or Competency belongs to a Course you can go to the Course Contents area of a Course Report and click the name of the Activity or Competency that you wish to generate a report for Course Contents Not Started In Progress Unsuccessful Completed COR Sales Meetings Attend bi annual sales meeting Click here to see a report on Activity Attend bi annual sales meeting Below is an example of an Activity Report the layout is similar in structure to a course report as well as the
100. lid users If any imported users have failed then details will be displayed here Click on the Users button to view the imported Users Importing a User List with Groups and Roles 1 Make sure you already have a Role Location Group set up in the system see Creating Groups Page 23 of 113 EE eel 2 Click the button and click on the button gt NEXT 3 Click on Browse and select the CSV file to be imported Click on the Pe NEXT button 4 BACK 4 Click on the Po button to alter your file selection or confirm your choice of file to LI import by clicking on the button 5 The Email Notification screen will appear with an automatically generated email notifying the Users that they have been added to the system providing a hyperlink for them to access Skills Optimiser and their username and password details You can modify this email before sending it if you wish If you do not wish to send this email deselect the checkbox Email Notification Required Li NEXT Click on button 6 A confirmation screen appears showing your choice of Email notification Click on the 4 BACK button to scroll back through the screens a and make any required changes Once the details are correct click on the button 7 An Import Result screen is displayed detailing the total number of users in the file the number of valid users and the number of invalid users If any imported users have failed t
101. ll be able to view the reports and any Training that has been allocated to the Learners Change page 4 Previous 12345678 9 10 Next gt Displaying page 1 of 47 items 1 to 20 of 921 Role Last Name First Name Description Username Created Email v amp aaa Newgroup Newgroup 03 Jul 2009 09 20 PM E v amp Abbas Bart babbas 28 May 2009 07 40 AM Bart Abbas salmat com au v amp Abdullah Farid fabdullah 28 May 2009 07 45 AM Farid Abdullah salmat com au amp Achilles Ryan ryan 27 May 2009 10 15 PM v amp Adams Gabrielle gadams 28 May 2009 07 55 AM Gabrielle Adams salmat com au v E Advincula Isabel iadvincula 28 May 2009 07 49 AM Isabel Advinculagsalmat com au amp Ahamed Nihal nahamed 28 May 2009 08 03 AM Nihal Ahamed salmat com au amp Ahsan Mohammad mahsan 28 May 2009 07 44 AM Mohammad Ahsan salmat com au v amp Alam Adeel aalam 28 May 2009 07 51 AM Adeel Alam salmat com au Below the groups panels is the Group Based Selector From here you can see the Learners and Training that are assigned to the new Trainer based on the groups ticked The Learners list is shown by default To see the Learners associated with this new Trainer click Learners on the Group Based Selector To see the Training associated with this new Trainer click Training on the Group Based Selector User gt New Place Trainer in Role and Location Groups Tick the Role and or Location groups to place this Trainer into You can then select
102. m au v amp Ahamed Nihal nahamed 28 May 2009 08 03 AM Nihal Ahamed salmat com au v amp Ahsan Mohammad mahsan 28 May 2009 07 44 AM Mohammad Ahsan salmat com a amp Alam Adeel aalam 28 May 2009 07 51 AM Adeel Alam salmat com au 4 BACK gt NEXT CANCEL Below the groups panels is the Group Based Selector From here you can see the Learners and Trainers that are assigned to the new Training based on the groups ticked The Learners list is shown by default To see the Trainers associated with this new Training Schedule click Trainers on the Group Based Selector Page 64 of 113 Training Schedule gt New Allocate Training to Role and Location Groups Tick the Role and or Location groups to allocate this training to You can then select one of the tabs below to see which of the items in that tab will become related to this Training Schedule Click on the name of a Role or Location group to access the exceptions screen WARNING If you remove this Training from a Learner that has completed it then their results will be removed permanently deleted 9 Show based on Group Selections Show All Role Groups Location Groups Quality Conversations Australia v SalesForce Contact Centres Malaysia C Salmat Policies New Zealand C Philippines PT SERES AERA Learners Trainers When you tick a Trainer it means they will have permission to edit this Training Role Last Name Description Use
103. n ryan 27 May 2009 10 15 PM v amp Adams Gabrielle gadams 28 May 2009 07 55 AM Gabrielle Adams salmat com au v amp Advincula Isabel iadvincula 28 May 2009 07 49 AM Isabel Advincula salmat com au v amp Ahamed Nihal nahamed 28 May 2009 08 03 AM Nihal Ahamed salmat com au v amp Ahsan Mohammad mahsan 28 May 2009 07 44 AM Mohammad Ahsangsalmat com au v amp Alam Adeel aalam 28 May 2009 07 51 AM Adeel Alam salmat com au E Below the groups panels is the Group Based Selector From here you can see the Learners and Trainers that are assigned to the new Training based on the groups ticked The Learners list is shown by default To see the Trainers associated with this new Training Schedule click Trainers on the Group Based Selector Training Schedule gt New Allocate Training to Role and Location Groups Tick the Role and or Location groups to allocate this training to You can then select one of the tabs below to see which of the items in that tab will become related to this Training Schedule Click on the name of a Role or Location group to access the exceptions screen WARNING If you remove this Training from a Learner that has completed it then their results will be removed permanently deleted 9 Show based on Group Selections Show Role Groups Location Groups O Australia B Malaysia Quality Conversations v SalesForce Contact Centres C Salmat Policies C New Zealand Philippines
104. new Training based on the groups ticked The Learners list is shown by default To see the Trainers associated with this new Training Schedule click Trainers on the Group Based Selector Training Schedule gt New 4 BACK gt NEXT CANCEL Allocate Training to Role and Location Groups Tick the Role and or Location groups to allocate this training to You can then select one of the tabs below to see which of the items in that tab will become related to this Training Schedule Click on the name of a Role or Location group to access the exceptions screen WARNING If you remove this Training from a Learner that has completed it then their results will be removed permanently deleted 9 Show based on Group Selections O Show All Role Groups Location Groups Quality Conversations 0 Australia v SalesForce Contact Centres Malaysia Salmat Policies E New Zealand C Philippines Learners When you tick a Trainer it means they will have permission to edit this Training Description Pell gpell 08 Jul 2009 01 19 PM greg pell salmat com au Tickner jtickner 08 Jul 2009 01 19 PM justin tickner salmat com au You can add or remove learners and trainers from the groups chosen by unticking the checkbox next to the name of the learner trainer To add learners or trainers to this training that ARE NOT in the groups assigned to them click the Show All option above the group lists From here y
105. ng Resource will initially link to when launched by a Learner When you are happy with the details that you have entered click the gt NEXT button Select any groups by ticking the box next to the group name whose trainers should be able to access and reuse this resource Any trainers in the ticked group s will have access to the resource as well as trainers who are in groups above the ticked group Click button Tick the boxes next to the names of any other Trainers you wish to share the Learning Resource with making the Learning Resource available for those trainers who in turn can then schedule this Learning Resource to other Learners within Skills Optimiser Click the tick box again or click Unselect to unselect any names you have ticked Click button You will be shown a confirmation screen listing the details you have provided for the Learning Resource If you wish to change any of the details click and scroll back through the Wizard making any appropriate changes When the details are correct click on button To publish a Learning Resource Custom Content use the following steps 1 2 3 Rollover the button and click on the gt NEXT Select Learning Resource Custom Content and click button Fill in a name and description for the learning resource a description is not mandatory Next to File Location click the Browse button and find the
106. ngin Townsville 1 Exploration drafters 1 T Geoscientists 7 Mackay E Data Administrators Data Managers el NQ Account Managers amp Support Staff Landpeople Cultural Heritage Monitors South Queensland 8 Northern NSW 1 Field assistant E Rockhampton Other General Bundaberg E Other Sciences E Gladstone Production Scientist 7 Maryborough i mme i m a a a2 4 Qe ee Qe Exporting Reports Reports in Skills Optimiser can be exported to a format readable by Microsoft Excel These exported reports maintain the visual layout of the Skills Optimiser reports whilst being viewable outside of Skills Optimiser To export a report click the button from any report Page 110 of 113 Administration The Administration section of Skills Optimiser allows you to allocate learner licenses change the password of your Administrator account as well as logout of Skills Optimiser Licensing The Admin page allows the Administrator to control which learners have access to the system at any point in time It also allows the Administrator to update the number of Licenses available and allocate them appropriately to the necessary learners Administrators Managers and Trainers do not require a license to access the system To access the Licensing page click the LEN button and then click Licensing The Admin
107. ns that the Manager will be able to view the Reports and any Training that has been allocated to this Learner Description Username Allison Michael AllisonM1 06 Nov 2008 02 48 PM justingaframe com au Ashman Larry Ashmani 06 Nov 2008 02 48 PM justingaframe com au Begnell Peter Begnelli 06 Nov 2008 02 48 PM justin aframe com au Cang Steve Ye Cangi 06 Nov 2008 02 48 PM justingaframe com au Page 42 of 113 Associate an Existing Manager to an Existing Learner Associating an existing Manager with an existing Learner can be achieved using one of two methods Method 1 Edit the Manager 1 To add an existing manager to a new learner create a new Learner as per normal 2 Then from the Users screen click the 8 icon next to the Manager you want to associate with the Learner 3 Click to begin the Edit wizard 4 From the Groups screen select the checkbox next to the group that the learner you wish to associate with the Manager is in if you wish to associate an entire group of learners with this trainer If you wish to assign learners individually select the Show option above the group lists and use the filter options available to select the learner Place Manager in Role and Location Groups Tick the Role and or Location groups to place this Manager into You can then select one of the tabs below to see which of the items in that tab will become related to this Manager Click on the name of a Role or Location gr
108. o select multiple skills skill sets at once hold down the Ctrl key while you click with the mouse To adjust the order of the skills skill sets in a skill set select the skill from the Skill set contains list and either click the button or the button to adjust the order To filter the skills list by name type description keywords created by role group or location group click on the Filter La NEXT link enter the data you wish to filter by and click Apply Click on the button 5 Make any changes to the role or location groups the skill set is assigned to by ticking the checkbox next to the group name to add a new group or by unticking the checkbox next to a group s name to unassign the skill set from a group Selecting a group will associate this skill set with this group and every subgroup of this group Click NEXT 6 The skill set confirmation page will appear To adjust any aspects of the skill set click 4 BACK to i back through the Edit Skill Set wizard and change aspects of the skill set Click the button The Skill Set will have been edited A r Page 93 of 113 Deleting Skill Sets 1 Click the button then click the button and l List click on the button 2 Click on the name of a skill set from the Skills Role Profiles panel Once the detailed information loads click on the Delete button 3 The selected skill set will have been deleted Creating R
109. o view the list of all users assigned to the Training the date and time each User completed the Training and their mark and grade 3 Foran assessment once a learner has completed it their username will become a hyperlink and blue in colour and the unmarked results will be displayed If a learner has suspended an Assessment their results so far will be displayed however their Username will remain grey restricting Administrators and Trainers from marking the Assessment until the learner has completed it Page 83 of 113 Filtering Tracking You can use the Skills Optimiser Filtering function to find training to track manually mark The Skills Optimiser filtering function works in the same way for Users Tracking and Training Tracki List 1 Click the button and click on the button 2 The Tracking list will load with the filter panel closed Click Filter to open the Filter panel To hide the filter panel click on either Hide Filter or the the filter panel click on Filter button To reopen 3 Enter information into one or more of the following fields e Training Type Activity Assessment Competency Course Learning Resource e My View All Training My Training Shared Training Others Training Archived Training Training Name Created by First Name Created by Last Name Scheduled Start Scheduled End Role and Location Groups click Show and select role location groups to filter by
110. ole Profiles 1 Click the button then click the button and Mew click on the button 2 Enter a name for the new Role Profile and enter a code keywords and a description gt NEXT Click Select the Skills Skill Sets you wish to include the Role Profile from the Skills list on the left and click To remove skills skill sets from the Role Profile either click on the Skill Skill Set name from Role Profile contains list on the right and click or click on the button to remove all included skills The Skill Skill Set s will go back into the Skills list To select multiple skills skill sets at once hold down the Ctrl key while you click with the mouse To adjust the order of the skills skill sets in a Role Profile select the skill skill set from the Role Profile contains list and either click the button or the button to adjust the order To filter the skills list by name type description keywords created by role group or location group click on the Filter link enter the data you wish to filter by and click Apply Click on the gt NEXT button 4 Assign the Role Profile to role or location groups by ticking the checkbox next to the group name Selecting a C will associate this role profile with this group and every subgroup of this group Click 5 To adjust the order of the training contained in the Role Profile click on the name of a training i
111. ollowing message is displayed Are you sure you want to permanently delete these Learners and their training history Click to permanently delete the users and their training history Click to return to the user screen Role Type Lastname Firstname LoginName Manager Allison Michael AllisonM1 e Learner Ashman Larry Ashman OK Cancel 4 Click OK The user s is permanently deleted and cannot be undeleted Note Once a User is deleted they cannot log in to Skills Optimiser and their results are removed It is not possible to run reports on Learners that have been deleted To restrict access for certain learners rather than delete them please go to the section on Administration Learner Licences Learner Notes Administrators Trainers and Managers can make notes or comments about Learners They can be made to be visible or invisible to learners The following table details which user types can create edit and delete Learner Notes EN Has the ability to add learner Can edit amp delete learner notes notes Manager Only for learners allocated to the Only for Learner Notes initially created Manager by the Manager Trainer For all learners Only for Learner Notes initially created by the Trainer Administrator For all learners For all learners Page 29 of 113 Adding Learner Notes List 1 Click the LN button and click on the button 2 Click on the Edit icon
112. on groups to place this Trainer into You can then select one of the tabs below to see which of the items in that tab will become related to this Trainer Click on the name of a Role or Location group to access the exceptions screen Show based on Group Selections 9 Show All Training When you tick a Learner it means that this Trainer will be able to view the reports and any Training that has been allocated to the Learners El Hide Filter User Status Current Filter tips User Type Any string of zero or more characters License Status Active or Inactive Any single character First Name 3 Example 1 To find all Users whose names start with Ser type in Ser Last Name Example 2 To find all Users whose names start with Ser and are exactly 5 Description characters long type in Ser Username Email Address Choose a Custom Field 5 Choose a Custom Field vj Role and Location groups Show Change page 4Previous 12345678910 Next gt Displaying page 1 of 47 items 1 to 20 of 921 First Name amp aaa Newgroup Newgroup 03 Jul 2009 09 20 PM amp Abbas Bart babbas 28 May 2009 07 40 AM Bart Abbas salmat com au gt NEXT Click on the FEWER button once you have made all your required exceptions 4 The Email Notification screen will appear with an automatically generated email notifying the Trainer that they have been added to the system providing a hyp
113. or them to access Skills Optimiser and their username and password details You can modify this email before sending it if you wish by using the HTML editor as seen below Use the toolbar to format the text insert picture or change the colour of the background For more information please see the section Customisable Email Templates If you do not wish to send this email deselect the checkbox Email Notification Required Click on the gt NEXT button Page 40 of 113 User gt New Email Notification This page allows you to optionally send an email to the user You can alter the standard email text using the editor below v Email notification required aframe com au Subject Welcome to Aframe OLAMS Message araj w 200p BLU E X d EE GS iJ SKILLS OPTIMISER _ Welcome to Aframe OLAMS Dear John Your account in Aframe OLAMS has been created If you would like to login to your learner account please click on the following link ff l icornamoe icitizon 5 The summary screen will appear listing the details for the newly created Manager If you 1 BACK wish to make any changes click on the button to scroll back through the screens again and make any required changes Once the details are correct click of the button The Manager has been created Page 41 of 113 Associate an Existing Manager to a New Learner To add an existing manager to a new lea
114. ort on and allocate training and skills skill sets role profiles to a selected number of Learners or groups either role or location that they have been given permission to However if a Trainer is creating a Learner then they cannot allocate training skills to this Learner unless they have been given permission to the Training in question by an Administrator or have created the training skill themself Creating a Trainer New button and click on the button 1 Click the 2 Select Trainer as the User Type then enter the User Details in the fields Click on the button User details User Type Trainer v 3 Select the Role and Location Groups that the Trainer will be allocated to To do this check the box next to the group s that you wish this trainer to be allocated to Page 31 of 113 User gt New Place Trainer in Role and Location Groups Tick the Role and or Location groups to place this Trainer into You can then select one of the tabs below to see which of the items in that tab will become related to this Trainer Click on the name of a Role or Location group to access the exceptions screen 9 Show based on Group Selections Show All amp Role Groups Location Groups Quality Conversations C Australia G v SalesForce Contact Centres Malaysia E Salmat Policies New Zealand E Philippines When you tick a Learner it means that this Trainer wi
115. oth role and location groups to filter by change the drop down box between the role and location group panels to And Hide Filter Show All How to change the filter O Show only Completed 1 Select the required filter on the left Show only Unsuccessful 1 y 2 Optionally tick Enable date filter and set the date range O Show only In Progress Show only Not Started 3 Optionally tick Role and Location groups and select relationship for those selections 4 Click on the Apply Filter button below you can 1Enable date filter optionally hide the filter area by clicking on Hide Filter Between 2008 20 25 and Jun 2008 20 25 Mpm Role Groups i Users notin a group E 7 E 7 Geosciences Drilling staff and supervisors not drilling engin Exploration drafters Geoscientists Data Administrators Data Managers E Landpeople Cultural Heritage Monitors 7 Field assistant L E Other General El E Other Sciences Location Groups E E Australia North Queensland Cairns H L Townsville 7 Mt Isa 7 Mackay ial NQ Account Managers amp Support Staff South Queensland amp Northern NSW P 77 Rockhampton Bundaberg Gladstone Production Scientist Maryborough I ce tas ee mc m 1 Apply Filter If there is a target score set for the
116. ou can filter the full list of learners trainers by all the filter options that are also available from the Users screen see below Page 71 of 113 Training Schedule gt New Allocate Training to Role and Location Groups Tick the Role and or Location groups to allocate this training to You can then select one of the tabs below to see which of the items in that tab will become related to this Training Schedule Click on the name of a Role or Location group to access the exceptions screen WARNING If you remove this Training from a Learner that has completed it then their results will be removed permanently deleted Show based on Group Selections Show ace Trainers When you tick a Learner it means they will be given this Training to complete El Hide Filter User Status Current Filter tips User Type Any string of zero more characters License Status Active or Inactive v lt Any single character First Name Example 1 To find all Users whose names start with Ser type in Ser Last Name Example 2 To find all Users whose names start with Ser and are exactly 5 Description characters long type in Ser Username Email Address Choose Custom Field Choose Custom Field 1 Choose a Custom Field MI Role and Location groups Show Change page 4Previous123456789 10 Next gt Displa
117. oup to access the exceptions screen 9 Show based on Group Selections Show All Role Groups Location Groups Quality Conversations C Australia SalesForce Contact Centres Malaysia Salmat Policies New Zealand Philippines When you tick a Learner it means that this Manager will be able to view the reports and any Training that has been allocated to the Learners GC Change 4 Previous 12345678910 Next Displaying page 1 of 47 items 1 to 20 of 921 Role Last Name First Name Description Email amp aaa Newgroup Newgroup 03 Jul 2009 09 20 PM amp Abbas Bart babbas 28 May 2009 07 40 AM Bart Abbas salmat com au v amp Abdullah Farid fabdullah 28 May 2009 07 45 AM Farid Abdullah salmat com au amp Achilles Ryan ryan 27 May 2009 10 15 PM E Adams Gabrielle gadams 28 May 2009 07 55 AM Gabrielle Adams salmat com au amp Advincula Isabel iadvincula 28 May 2009 07 49 AM Isabel Advincula salmat com au amp Ahamed Nihal nahamed 28 May 2009 08 03 AM Nihal Ahamed salmat com au amp Ahsan Mohammad mahsan 28 May 2009 07 44 AM Mohammad Ahsan salmat com au amp Alam Adeel aalam 28 May 2009 07 51 AM Adeel Alam salmat com au 3 of APPLY 5 Click the once you have finished selecting the learners you wish to FINISHED associate with the manager then click and finish the Edit Manager Wizard Page 43 of 113 Method 2 Edit the Learner List 1 Clic
118. ource s name that you wish to edit 3 Follow the steps of the Wizard make any changes you wish When you are finished click the button Page 53 of 113 Filtering Resources 1 Click the button and click on the button 2 The Resources list will load with the filter panel open To hide the filter panel click on CLOSE either Hide Filter or the button To reopen the filter panel click on Filter 3 Enter information into one or more of the following fields Type Name Description Published dates Role and Location Groups click Show and select role location groups to filter by If you select both role and location groups only resources that are in both the selected role and location groups will be displayed To hide the role and location group lists click Hide gt FIND Put in your filter parameters and click the button r The use of wildcards and are available for example Wild Card Example J O O Replace any number of characters in the Search for the Resources regarding search criteria with to search for an biochemistry and biochemicals unknown word Search using biochem Replace any character with to have that Search for the Resource name character equal any alpha numeric character Search using K te Deleting Resources 1 Click the button and click on the button 2 Check the tick box next to the Resourc
119. p act course amp def new v Aframe SKILLS OPTIMISER Users Course gt New Groups Resources Select Resources for this course Select the Resources to be included in this course Note Resources will be displayed to the Learner in the order that they are added to the Course Course Available Resources Included Resources Find Training 2008 F1 SingTel Singapore Grand Prix Assessment ASM BSBSLS403A BSBCCO304A Module 4 LRD 2008 F1 SingTel Singapore Grand Prix Module LRD 3 BSBSLS403A BSBCCO304A Module 3 LRD Tracking Assessment 1 of 5 ASM BSBSLS403A BSBCCO304A Module 2 LRD Assessment 2 of 5 ASM 1 BSBSLS403A BSBCCO304A Module 1 LRD Skills Assessment 3 of 5 ASM Assessment 4 of 5 ASM Reports Assessment 5 of 5 ASM BSBCCO301A Assessment ASM Admin BSBCCO301A BSBCMN3014A Module LRD BSBCCO303A BSBCUS301A Assessment ASM Help BSBCCO303A BSBCUS301A Module LRD Aframe SKILLS OPTIMISER BSBWOR203A BSBIND101A BSBFLM312B Assessment BSBWOR203A BSBIND101A BSBFLM312B Module LRD BSBWOR301A BSBWORA4014A Module LRD CCH Master Guide Package Demonstration LRD Jl Username admin Copyright 1999 2008 SalesForce Australia Pty Ltd All rights reserved V5 1 Done Internet 100 4 From the list of Trainers and Administrators click the checkboxes next to the names of the Trainers or Administrators you wish
120. pick a set duration for the Competency 5 Disregard this screen as Competencies can not have any additional properties assigned gt NEXT to them Simply click 6 Select any other Administrators or Trainers from the list that you wish to share the Lu 1 1 1 1 1 EXT Training with optional Click the button 7 Select any email reminders you wish to have sent to learners assigned to the training LI XT see Email Reminders Click button 8 An optional email notification is automatically generated to go out to the Learners you selected You can modify this email before sending it If you do not wish to send an email gt NEXT notification deselect the Email notification required checkbox Click the button 9 Aconfirmation screen appears with all the details of the Training If you wish to modify anything click the button You can also click on View Edit Learners to view or modify the selected Learners When you have finished click the button Scheduling Courses 1 Click the button and click on 2 Choose Course as the Training type Select the Course you wish to schedule from the Mew drop down menu and click on the button 3 Select the Role and Location Groups that the Training will be assigned to To do this check the box next to the group s that you wish this training to be assigned to Page 75 of 113 Training Schedule g
121. plates If you do not wish to send this email deselect the checkbox Email Notification Required Click on the gt NEXT button Page 20 of 113 7 Aframe Skills Optimiser Windows Internet Explorer Sel le http 10 5 234 21 TEST 5106 1 Main aspx function LUser amp act new amp width 13798height 9458depth 32 Aframe tive learning SKILLS OPTIMISER Users User gt New Email Notification This page allows you to optionally send an email to the user You can alter the standard email text using the editor below v Email notification required Groups Branding Resources From helpdesk aframe com au Training iohn citizen aframe com au Tracking Subject Welcome to Aframe OLAMS Skills Message wi2 10p B Z U Reports namin Aframe fective teaming Help SKILLS OPTIMISER Aframe OPTIMISER Welcome to Aframe OLAMS Dear John Your account in Aframe OLAMS has been created If you would like to login to your learner account please click on the following link http 10 5 234 21 TEST 5106 1 licername icitizon Username admin Copyright 1999 2008 SalesForce Australia Pty Ltd All rights reserved Internet 8 The Summary screen will appear listing the details for the newly created Learner If you I BACK wish to make any changes click on button to scroll back through the screens again and make any required changes 9 Once the details are correc
122. preview function will not yield any results as it is a demonstration only Learning Resource Overviews 1 Foran overview of a Learning Resource click on the Edit button d next to the E Resource wish to view 2 Click to preview the Learning Resource Creating Assessment Resources Please see the Aframe Professional user manual for information on how to create Assessment Resources or contact your Salmat Learning Consultant Page 47 of 113 Publishing Resources To deliver training to learners the training material must first be published Publishing Assessments 1 Click the button and click on the button 2 Select Assessment from the Resource type drop down box and click on the gt NEXT button 3 Fill in details of the Assessment name description etc Click on Browse button to select the file you wish to upload it can only be an eaf file Enter a value for the CPD Hours field from O to 100 000 4 Select a Result definition from the drop down box e g A B C or Pass Fail or insert a new one by selecting Customise from the drop down box and then clicking insert a new definition Result Definition Competent Not yet competent v Competent Not yet competent A D Pass Fail ot yet competent Customise 5 ara E Ja competent X It is possible to have this list of result definitions modified or new ones added If you wish for this to
123. prising one or more Resources to Learners and groups of Learners Page 6 of 113 Trading Allows you to track and mark training Allows you to create edit and delete new skills skill sets and role profiles The Reports section guides you through creating a variety of Reports which can then be exported and saved into Excel and CSV file formats Reports LIN LIEN User Manual Miet Setup From the Admin area view and manage the Skills Optimiser software license status change your password and logout of Skills Optimiser The User Manual allows you to browse the online help manual for Skills Optimiser User Manual Allows you to logout of Skills Optimiser Firstly you should setup Skills Optimiser to suit your organisation Simply follow the setup instructions and create role groups location groups and users tailored for your organisation Once the Administrator has created role groups location groups and users a Trainer can publish Activities Assessments Competencies and Learning Resources for Learners to complete as well as create new skills and skill sets to associate to groups and or learners Page 7 of 113 Getting Started There are a number of steps that should be taken when getting started with Skills Optimiser e Check that your browser and the browsers that learners will be using to access Skills Optimiser meet minimum requirements e Develop customised email templates Learner Browser Req
124. r salmat com au Page 19 of 113 gt NEXT Click on the POWERS button once you have made all your required exceptions 5 the User is Learner and if the role location groups that the Learner has been allocated to have had skills assigned to them the skills will be listed Click on the gt NEXT button 6 If there are existing Resources or Courses that have been scheduled to the group s that you selected then these will be displayed Select from this list the training you would like the User to be included in if any By clicking on the button next to a training item you can specify a different start or end date for the training that will be exclusive to this learner Any training that has been allocated to a skill the Learner has been assigned will be listed By clicking on the button next to a training item you can specify a different end date for the training that is exclusive to this learner Click on the gt NEXT button 7 The Email Notification screen will appear with an automatically generated email notifying the Learner that they have been added to the system providing a hyperlink for them to access Skills Optimiser and their username and password details You can modify this email before sending it if you wish by using the HTML editor as seen below Use the toolbar to format the text insert picture or change the colour of the background For more information please see the section Customisable Email Tem
125. raining To mark the skill as not achieved select Not Achieved You can also enter some notes regarding the non achievement of the skill This will result in the training associated with this skill being allocated to this learner To mark the skill as in development select In Development You can also enter some notes regarding the in development mark for this skill This will result in the training associated with this skill being allocated to this learner 2 To filter the Skills that are displayed for the Manual TNA select the Filter box from the top left of the Manual TNA window and change the Filter to either All Achieved or Outstanding Page 26 of 113 3 Toview a description and information regarding the skill click the icon 4 Toviewa TNA history of the skill for the current user click the 4 icon 5 To view a list of the training associated with the skill and the status of that training for the current user click the E Icon 6 save your changes and finish the Manual TNA click on the button r l CANCEL Otherwise to cancel conducting the Manual TNA click Filtering Users You can use the Skills Optimiser Filtering function to locate a user s The Skills Optimiser filtering function works in the same way for Users Tracking and Training Find 1 Click the LAN button and click on the n button 2 The Users list will load with the filter panel open To hide the
126. rder to create a user who can report on learners and their associated training that they have been given permission to view However they do not have as many privileges as Trainers as they are unable to create or edit users includes deleting or publish and schedule new training Creating a Manager New 1 Click the LN button and click on the NEW 2 Click on the button Select Manager as the User Type then enter button gt NEXT User Details in the fields Click on the Next button User details User Typa ee EE M CENE 3 Select the Role and Location Groups that the Manager will be allocated to To do this check the box next to the group s that you wish this manager to be allocated to Page 38 of 113 Place Manager in Role and Location Groups Tick the Role and or Location groups to place this Manager into You can then select one of the tabs below to see which of the items in that tab will become related to this Manager Click on the name of a Role or Location group to access the exceptions screen 9 Show based on Group Selections O Show All Role Groups Location Groups Quality Conversations C Australia v SalesForce Contact Centres Malaysia E Salmat Policies New Zealand L Philippines When you tick a Learner it means that this Manager will be able to view the reports and any Training that has been allocated to the Learners
127. reuse this resource Any trainers in the ticked group s will have access to the resource as well as trainers who are in groups above the ticked group Click the button 5 Tick the boxes next to the names of any other Trainers you wish to share the Learning with making the Learning Resource available for those trainers who in turn can then schedule this Learning Resource to other Learners within Skills Optimiser Click the tick box again or click Unselect to unselect any names you have ticked Click the button 6 You will be shown a confirmation screen listing the details you have provided for the 4 BACK Learning Resource If you wish to change any of the details click and scroll back through the Wizard making any appropriate changes When the details are correct click on button Page 50 of 113 To publish a Learning Resource SCORM use the following steps Rollover the button and click on button gt NEXT Select Learning Resource SCORM and click Fill in a name and description for the learning resource a description is not mandatory Next to File Location click the Browse button and find the Zip File Package that you wish to publish Enter in the Launch file name for the package that you are uploading For example if the main starting index file is index html or launcher html then enter that into the box This starting file is what the Learni
128. rname v Pell gpell 08 Jul 2009 01 19 PM greg pell salmat com au v Tickner jtickner 08 Jul 2009 01 19 PM justin tickner salmat com au You can add or remove learners and trainers from the groups chosen by unticking the checkbox next to the name of the learner trainer To add learners or trainers to this training that ARE NOT in the groups assigned to them click the Show option above the group lists From here you can filter the full list of learners trainers by all the filter options that are also available from the Users screen see below Training Schedule gt New Allocate Training to Role and Location Groups Tick the Role and or Location groups to allocate this training to You can then select one of the tabs below to see which of the items in that tab will become related to this Training Schedule Click on the name of a Role or Location group to access the exceptions screen WARNING If you remove this Training from a Learner that has completed it then their results will be removed permanently deleted Show based Group Selections 9 Show All Trainers When you tick a Learner it means they will be given this Training to complete El Hide Filter User Status Current vi Filter tips User Type Learners Any string of zero or more characters License Status Active or Inactive v Any single character
129. rner create a new Learner as per normal however after filling in the User Details choose the groups you wish the new learner to be allocated to then click the Managers tab from the Group Based Selector Select the Managers that you NEXT wish to allocate to the Learner and then click on the button to continue creating the new Learner If you wish to associate an existing manager to the new learner when the manager isn t in the groups the learner is allocated to click the Show All radio button to list all managers and select the appropriate manager from that list User gt New BACK gt NEXT CANCEL Place Learner in Role and Location Groups Tick the Role and or Location groups to place this Learner into You can then select one of the tabs below to see which of the items in that tab will become related to this Learner Click on the name of a Role or Location group to access the exceptions screen Role Groups Location Groups L Administration HE Drivers Filing Room Finance Gardeners EL Learning 8 Development E Mail Room Maintenance 5 L Melbourne L Cardigan Street Office EL Grattan Street Office E Lygon Street Office E Swanston St Office E C Sydney George Street Office Martin Street Office C Q Ga 9 Show based on Group Selections O Show All Trainers Managers When you tick a Manager it mea
130. s to be archived by checking the box next to the Training name Click on the button The following message is displayed Windows Internet Explorer You are about to archive the training you have selected ticked This operation will cause this training to disappear From your normal training views All Training Training and Other Training You can view all archived training by selecting Archived Training From the drop down Filter box top right WARNING Archiving a training resource does NOT revoke its availablity by Learners or by Groups of Learners Learners are still able to access Archived training WARNING Archiving a training resource will archive it For you and ALL other Administrators Trainers and Managers NOTE If you are a Trainer then you can only archive Training that was created by you or shared with you Administrators can archive any Training NOTE this Training is currently allocated to a Group then NEW Learners added to this Group via the New User Wizard Import or Self Register will NOT receive this archived Training Click OK to continue or Cancel to return to the Training page Cancel Click OK The Training is now archived and can be viewed by using the filter drop down from the Training page Page 79 of 113 Unarchiving Training Unarchiving training allows administrators and trainers to move training from the Archive to the normal training page 1
131. s Help Adobe POF Lg Reply gReply to Al 3 Forward 425 SKILLS OPTIMISER _ Welcome to Aframe OLAMS Dear John Your account in Aframe OLAMS has been created If you would like to login to your learner account please click on the following link http www aframehost com skillsoptimiser Username jcitizen Password password To access this online training on subsequent occasions you will need to either e Retain this email and click the above link to access the training OR e Add the login page to your Internet Explorer favorites gt Click Favorites Add to Favorites The following learning resources have been made available for you to complete Please note that this training can only be completed using Windows 2000 XP Vista with Internet Explorer V5 5 or above For detailed user instructions please see the Instructions for First Time Users Manual If you have any queries please reply to this Regards Administrator Page 9 of 113 Groups For effective management of Learners Skills Optimiser allows you to create Groups Groups are a convenient way to logically arrange learners and enable the efficient scheduling of Resources and allocation of skills skill sets and role profiles You can schedule training for a whole Group several Groups at once or just one Learner For security reasons only Administrators are able to create edit and manage Groups There are two types of groups that can be create
132. s in a way that suits your organization Skills Optimiser allows you to share your learning and assessment items with your colleagues create and deploy courses track learners skills and competencies and record other learning activities and outcomes Once you have deployed the learning resources assessments skills and skills sets you can monitor learner progress complete any manual marking Training Needs Analysis TNA or personalized feedback and release results to your learners from any computer connected to the internet i e office school home or any other remote location Overview All Users have a User account created for them There are four types of Users with different levels of system privileges Allows you to create new role and location groups edit existing role and location groups and delete role and location groups Resources are uploaded to be deployed to Users and include e Assessments Evaluations ASM EVL Tests that Learners undertake e Learning Resources Any learning or training materials and resources Activities ACT is either an activity that Users need to complete or a record of an activity they have already completed e Competency CMP is a skill or requirement that a User needs to demonstrate that they are competent in performing Training is the deployment of your Resources Activities Assessments Evaluations Competencies and Learning Resources and Courses com
133. s list set the completion date enter a comment optional and select the checkbox next to the name of the user s you wish to mark as Complete Then click the button The selected users should now have a green tick and a completion date next to their name 5 Tomark as Not Started select Not Started from the status list and select the checkbox next to the name of the user s you wish to mark as Not Started Then click the button The selected users should not have a green tick and a completion date next to their name Page 85 of 113 6 mark as Exempt select Exempt from the status list set the exemption date enter a comment optional and select the checkbox next to the name of the user s you wish to C UPDATE mark as Exempt Then click the button The selected users should now be marked as Exempt 7 Tomark as Not Exempt select Not Exempt from the status list and select the checkbox next to the name of the user s you wish to mark as Not Exempt Then click the button 8 mark as Pending Review select Pending Review from the status list and select the checkbox next to the name of the user s you wish to mark as Pending Review Then click the button To mark a learner s competency manually 1 Click on the button and click on l 2 Click on the Tracking icon 7 next to the Competency s name 3 From the Competency marking page you can attach a fil
134. s to sit the assessment Select the number of attempts the learner has to sit Number of attempts until target 9 the assessment and the score the learner must reach score Results Released Choose to either release results automatically to Released learners or to hold them until released manually by Held an administrator or trainer Report Detail Choose to provide the learner with either a summary Summary report detailed report or to release a detailed report e only when a target score is achieved C Detailed Detailed when score gt target Score Playback properties Prevents Learners from seeing question numbers Suppress Question Number Learners can only move forward through the Assessment They cannot go back and re attempt questions Forward Only Time Limit Set a time limit for Learners to complete the Time limit Assessment Feedback properties Choose to either provide Learners with feedback Pesdbacioatter Gach question after each question in report or leave both blank to select no feedback option Feedback in report Question presentation policy Select either sequential or random question order f all questions sequentially Or randomly select a certain number of questions out questions randomly of the assessment C Randomly questions from Email Results Enable this feature to have an email sent to the email addresses entered every time a
135. set this Training to be Fixed Duration Training or Fixed dates or Recurring Fixed Dates Training This option gives you the ability to specify exactly when the Training will start and end for all Learners Fixed Duration Training previously called Rolling Schedule This option gives you the ability to create Training that starts when allocated to the Learner and ends n days later Recurring Training This option gives you the ability to create training that has a fixed validity period Once the Learner successfully completes the training they will be competent for that duration When the competency expires they will be required to complete the training again and the cycle repeats When a Learner passes the Training then a lockout period comes into play during which it cannot be re attempted O Fixed Dates O Fixed Duration Rolling Schedule 9 Recurring Training Lockout Duration 90 days Validity End Date 9 Duration 365 days Fixed Expiry Date 05 Aug 2009 Description BSBITU101A Module Please click Open 63 of 113 Scheduling Assessments 1 Click the button and click on 2 Choose Assessment as the Training type Select the Assessment you wish to schedule New from the drop down menu and click on button 3 Select the Role and Location Groups that the Training will be assigned to To do this check the box next to the group s that yo
136. seven types of exportable reports which can be generated by all Administrators Trainers and Managers e Question Analysis A report that shows Question Analysis e Learners and Training A report that shows All Learners that you have permission to view and All Training that you have permission to view e Learners and Skills A report that shows All Learners that you have permission to view and All Skills that you have permission to view e Trainers and Learners A report showing all Trainers and the Learners they can see e Managers and Learners A report showing all Managers and the Learners they can see e Skill Heat Map A report which shows Learners and Skills results in a visual heat map e Training Heat Map A report which shows Learners and Training results in a visual heat map Question Analysis To access the Question Analysis report click on the button and click on Question Analysis T From this page you can select combinations of groups and training in order to populate the report as well as elect to send an email with the report by entering an email address the box provided To generate the report click button Learners and Training i access the Question Analysis report click on the button and click on Trainers amp Learners From this page you can select combinations of groups and training in order to populate the report as well as elect to send an email with the
137. sources and Training associated with a certain groups To do this click on the name of the role group you wish to view more information about The following panel will be displayed and can be navigated by clicking on the Users Resources or Training tabs at the top of the panel Resources Training C Include sub groups Username Black ablack Addams jaddams Smith jsmith Pelligins jeep Creating Groups Before you start decide on the hierarchy and group structure you wish to use As a security feature only Administrators can maintain groups Skills Optimiser allows you to have up to 10 levels of groups all of which can contain as many learners as required You can add as many groups as your organisation requires at each level When deciding on the structure of groups bear in mind that the grouping of users allows you to schedule a resource for all users within a group in one go As such the use of groups and sub groups allows you to separate users according to the training they require Role Groups 1 Click the LAN button and then click on l 2 create a new role group Create New group Under each role group a new blank group will always appear that you can rename Click on the 5 icon to create a new group click the Save icon to save the new role group You may have up to ten levels in your group hierarchy Location Groups 1 Click the button and then click on Pag
138. sults will be removed permanently deleted Show based Group Selections 9 Show All Trainers When you tick a Learner it means they will be given this Training to complete El Hide Filter User Status Current vi Filter tips User Type Learners Any string of zero or more characters License Status Active or Inactive v Any single character First Name Example 1 To find all Users whose names start with Ser type in Ser Last Name Example 2 To find all Users whose names start with Ser and are exactly 5 Description characters long type in Ser Username E Email Address Choose a Custom Field Choose a Custom Field Choose a Custom Field Role and Location groups Show Change page 4 Previous123456789 10 Next gt Displaying page 1 of 47 items 1 to 20 of 921 Role Last Name First Name Description Username Created Email v amp aaa Newgroup Newgroup 03 Jul 2009 09 20 PM v amp Abbas Bart babbas 28 May 2009 07 40 AM Bart Abbas salmat com au v Page 74 of 113 gt NEXT From here tick untick the learners or trainers as required Click on the button gt NEXT 4 Select the availability of the Competency Click on the ONERE button Select either Fixed Date and subsequently enter in the start and end dates for the Competency or Fixed Duration and subsequently
139. t New Allocate Training to Role and Location Groups Tick the Role and or Location groups to allocate this training to You can then select one of the tabs below to see which of the items in that tab will become related to this Training Schedule Click on the name of a Role or Location group to access the exceptions screen WARNING If you remove this Training from a Learner that has completed it then their results will be removed permanently deleted 9 Show based on Group Selections Show All Location Groups C Quality Conversations C Australia SalesForce Contact Centres Malaysia EL Salmat Policies New Zealand Philippines Learners Trainers When you tick a Learner it means they will be given this Training to complete GC Change page 4Previous123456789 10 Next gt Displaying page 1 of 47 items 1 to 20 of 921 Role Last Name First Name Description Username Created Email H v amp aaa Newgroup Newgroup 03 Jul 2009 09 20 PM v amp Abbas Bart babbas 28 May 2009 07 40 AM Bart Abbas salmat com au v 8 Abdullah Farid fabdullah 28 May 2009 07 45 AM Farid Abdullah salmat com au amp Achilles Ryan ryan 27 May 2009 10 15 PM v amp Adams Gabrielle gadams 28 May 2009 07 55 AM Gabrielle Adams salmat com au v amp Advincula Isabel iadvincula 28 May 2009 07 49 AM Isabel Advincula salmat com au v amp Ahamed Nihal nahamed 28 May 2009 08 03 AM Nihal Ahamed s
140. t click on the button The Learner has been created Page 21 of 113 Importing a List of Users You can import lists of Users directly into Skills Optimiser using a csv file Only Learners Trainers and Managers can be imported using this method however only one type of user can be imported in the csv file The import function allows a large number of users to be imported and also email their account details The user can change their own password when they log on okills Optimiser allows you to import the following attributes for a Learner Username Password First name Surname Description E mail address Role group s Location group s Role Trainer Manager or Learner Custom User Fields see Creating Users Custom User Fields Please Note See Add a User above for details on format restrictions for each field Please Note Administrators cannot be imported using this method Create the user list ready for import Before you import a large list it is a good idea to do a test using a list of two or three users to make sure the users are imported correctly 1 Create your user list in Excel and put data in columns in the following order oer vn SL eas Name Name Address Group s Group s The file you import must conform to the following business rules f a Group exists in a User record then the corresponding Role type LEARNER TRAINER or MANAGER must be a Learner Imported Users m
141. t Learners to view FINISHED or modify the selected Learners When you have finished click the button Scheduling Competencies 1 Click the button and click on 2 Choose Competency as the Training type Select the Competency you wish to schedule New from the drop down menu and click on the button 3 Select the Role and Location Groups that the Training will be assigned to To do this check the box next to the group s that you wish this training to be assigned to Training Schedule gt New Allocate Training to Role and Location Groups Tick the Role and or Location groups to allocate this training to You can then select one of the tabs below to see which of the items in that tab will become related to this Training Schedule Click on the name of a Role or Location group to access the exceptions screen WARNING If you remove this Training from a Learner that has completed it then their results will be removed permanently deleted 9 Show based on Group Selections Q Show Role Groups Location Groups Quality Conversations C Australia SalesForce Contact Centres Malaysia L E Salmat Policies New Zealand E Philippines Trainers When you tick a Learner it means they will be given this Training to complete Change page 4 Previous 12345678910 Next gt Displaying page 1 of 47 items 1 to 20 of 921 Role Last Name First Name D
142. t the Learner List 1 Click the LN button and click on the button 2 Select the Edit button next to an existing Learner that you wish to add the manager to T 3 Asummary screen will be displayed Click on the iim button 4 Unless you need to make general changes click button until you reach the Group Based Selector as shown below Select the Trainer that you wish to have permissions on that Learner if the trainer is not listed click the Show radio button to m list all trainers Then click on the FINISHED button and continue through the rest of the wizard until you click on button Place Learner in Role and Location Groups Tick the Role and or Location groups to place this Learner into You can then select one of the tabs below to see which of the items in that tab will become related to this Learner Click on the name of a Role or Location group to access the exceptions screen 9 Show based on Group Selections Show All Role Groups Location Groups m L Quality Conversations v SalesForce Contact Centres Salmat Policies C Australia E C Malaysia i E New Zealand L E Philippines Trainers 18 Description gpell 08 Jul 2009 01 19 PM greg pell salmat com au jtickner 08 Jul 2009 01 19 PM justin tickner salmat com au Page 37 of 113 Managers Managers have been incorporated into Skills Optimiser in o
143. te Edit and Delete View Learner Development Plan View Learner Skills Tree 1 A Trainer has permission to create edit delete and report on these 2 Learner can mark skills if they have been given permission by TAM When they mark skill this status change has to be approved by TAM before final status change is made prior to approval all screen and reports show In Development 3 Trainers can only see report on and assign SK SS RPs and Training to the Learners that they have permission over 4 Learners can only view this for themselves 5 Defined in Web Config file as either allowed or disallowed on global basis separate settings for create edit and delete 6 A Trainer can only associate Training that they have permission to see with Skills that they create edit 7 A Trainer can only create Role Profiles using Skills Skill Sets that they created or have been shared with them 9 Managers can view their Learners Dev Plan and Skills Tree by view a report on that individual Learner One Learner 8 Defined in the Web Config file so we can allow disallow Managers from conducting Manual TNAs All Details report Page 17 of 113 Add a Learner New 1 Click the button and click on button to load the New User wizard 2 Enter the Learner s details in the following fields Email address Correct email format e g name name com Username Minimum 3 characters maximum 50
144. ted it then their results will be removed permanently deleted 9 Show based on Group Selections Show All Role Groups Location Groups Quality Conversations Australia v SalesForce Contact Centres Malaysia C Salmat Policies New Zealand C Philippines PT SERES AERA Learners Trainers When you tick a Trainer it means they will have permission to edit this Training Role Last Name Description Username v Pell gpell 08 Jul 2009 01 19 PM greg pell salmat com au v Tickner jtickner 08 Jul 2009 01 19 PM justin tickner salmat com au You can add or remove learners and trainers from the groups chosen by unticking the checkbox next to the name of the learner trainer To add learners or trainers to this training that ARE NOT the groups assigned to them click the Show option above the group lists From here you can filter the full list of learners trainers by all the filter options that are also available from the Users screen see below Training Schedule gt New Allocate Training to Role and Location Groups Tick the Role and or Location groups to allocate this training to You can then select one of the tabs below to see which of the items in that tab will become related to this Training Schedule Click on the name of a Role or Location group to access the exceptions screen WARNING If you remove this Training from a Learner that has completed it then their re
145. tem and click the button or the button Page 94 of 113 6 The Role Profile confirmation page will appear To adjust any aspects of the role profile click to go back EE the New Role Profile wizard and change aspects of the role profile Click the button to create the new role profile Editing Role Profiles 1 Click the button then click the button and List click on the button 2 Click on the name of a role profile from the Skills Role Profiles panel Once the detailed information loads click on the Edit button 3 Make the required changes to the name of the skill set keywords the code and gt NEXT description Click 4 Select any skills skill sets you wish to include in the Role Profile from the Skills list on the left and click To remove skills skill sets from the Role Profile either click on the Skill Skill Set name from the Role Profile contains list on the right and click or click on the button to remove all included skills skill sets The Skill Skill set s will go back into the Skills list To select multiple skills skill sets at once hold down the Ctrl key while you click with the mouse To filter the skills list by name type description keywords created by role group or location group click on the gt NEXT Filter link enter the data you wish to filter by and click Apply Click on the button 5 Make any changes to
146. the Filter link enter the data you wish to filter by and click Apply Click on the button 4 Assign the skill set to role or location groups by ticking the checkbox next to the group name Selecting a group will associate this skill set with this group and every subgroup of this group This step can be skipped if the New Skill Set is going to be included in a Role gt NEXT Profile Click o The skill set confirmation page will appear To adjust any aspects of the skill set click 4 BACK tO back through the New Skill Set wizard and change aspects of the skill set Click the button to create the new skill set Page 92 of 113 Editing Skill Sets 1 Click the button then click the button and List click on the button 2 Click on the name of a skill set from the Skills Role Profiles panel Once the detailed information loads click on the Edit button 3 Make the required changes to the name of the skill set keywords the Skill Code and gt NEXT Description Click 4 Select the Skills Skill Sets you wish to include in the Skill Set from the Skills list on the left and click To remove Skills Skill Sets from the Skill Set either click on the Skill Skill Set name from the Skill Set contains list on the right and click or click on the button to remove all included skills skill sets The Skill Skill Set s will go back into the Skills list T
147. the role or location groups the role profile is assigned to by ticking the checkbox next to the group name to add a new group or by unticking the checkbox next to a group s name to unassign the role profile from a group Selecting a group will associate this role profile with this group and every subgroup of this group Click Next NEXT 6 the order of the training contained in the Role Profile click on the name of a training item and click the button or the button 7 Therole mo confirmation page will appear To adjust any aspects of the role profile click to go back E the Edit Role Profile wizard and change aspects of the role profile Click the button The Role Profile will have been edited Page 95 of 113 Deleting Role Profiles 15 Click the button then click the button and l List click on the button Click on the name of a role profile from the Skills Role Profiles panel Once the detailed information loads click on the Delete button The selected role profile will have been deleted Filtering Skills Skill Sets and Role Profiles El Hide Filter Name Keywords Code Type Skills All Role and Location groups Hide Role Groups Quality Conversations C SalesForce Contact Centres E Salmat Policies Location Groups C Australia Malaysia EL New Zealand Philippines FIND CLOSE You can
148. ton Page 25 of 113 Manual Training Needs Analysis TNA Training Needs Analysis is a process undertaken by an Administrator or Trainer in Skills Optimiser to determine the training that a learner needs in order to possess all the skills required in their job role Conducting a Manual TNA To conduct a Manual TNA on a Learner there are two methods Method 1 List Click the LN button and click on the button Click the icon next to the learner you wish to conduct the Manual TNA on From the User Summary screen click on l Method 2 Click the button and click on the button Click the IMA icon next to the learner you wish to conduct the Manual TNA on 1 The Manual TNA screen will appear This will list all the skills assigned to the learner or the skills assigned to the role location groups the learner is a member of An example of this is shown below 9 Achieved This skill has been ind Active Listening O In Development achieved Well Done 08 Jul 2009 Not Assessed Q Achieved Angry and Upset Customers Development Not Assessed To mark the skill as being achieved select Achieved You can also adjust the date when the skill was achieved as well as enter some notes regarding the achievement of the skill This will result in the training associated with this skill NOT being allocated to this learner with the learner being marked as Exempt from such T
149. trator Administrator Administrator 1 Learners can only report on themselves not other Learners 2 Manager will see only the Training and the Learners they have permission to view 3 Trainers cannot see the other Trainers Training Schedules or list of Learners on this report 4 Administrators see the Trainers Training Schedules that they have created and or shared with the Trainer 5 6 7 This report shows the Training and the Learners that this Manager can see when they login This is allowed because the report on an Administrator only shows the summary area Managers can only add learner notes for Learners they are associated with in Skills Optimiser Page 16 of 113 8 Trainers and Administrators can add Learner Notes for any Learner 9 Managers and Trainers can only edit and delete Learner Notes that they have created 10 Administrators can edit and delete Learner Notes for all Learners 11 Trainers can only delete and archive learners that they have permissions over Trainers can create and edit managers but cannot delete or archive managers User Privileges Skills Skills Create Edit and Delete Associate Skills to Training Role Profiles Create Edit and Delete Create Edit Learner and assign Roles Training Needs Analysis View Mark skills off Adding skills to individual Learner Deleting skills from individual Learner See note 11 Roles and Locations Crea
150. u wish this training to be assigned to Training Schedule gt New 4 BACK gt NEXT CANCEL Allocate Training to Role and Location Groups Tick the Role and or Location groups to allocate this training to You can then select one of the tabs below to see which of the items in that tab will become related to this Training Schedule Click on the name of a Role or Location group to access the exceptions screen WARNING If you remove this Training from a Learner that has completed it then their results will be removed permanently deleted 9 Show based on Group Selections Q Show Role Groups Location Groups Quality Conversations C Australia v SalesForce Contact Centres Malaysia Salmat Policies 1 New Zealand E Philippines Trainers When you tick a Learner it means they will be given this Training to complete GC Change page 4 Previous 12345678910 Next gt Displaying page 1 of 47 items 1 to 20 of 921 Role First Name Description Username Created Email amp aaa Newgroup Newgroup 03 Jul 2009 09 20 PM amp Abbas Bart babbas 28 May 2009 07 40 AM Bart Abbas salmat com au 8 Abdullah Farid fabdullah 28 May 2009 07 45 AM Farid Abdullah salmat com au 8 Achilles Ryan ryan 27 May 2009 10 15 PM amp Adams Gabrielle gadams 28 May 2009 07 55 AM Gabrielle Adams salmat com au amp Advincula Isabel iadvincula 28 May 2009 07 49 AM Isabel Advincula salmat co
151. ucacwuncudsosuiecna AALLAR PAARA ALAARA unauna nenna 70 SCHEDULING COMPETENCIES 5 a 73 AE DURING COURSES 75 e E E AS 78 3 of 113 DELETING TRAINING s seien CERTES a a O KY REX KE ER 78 ARCHIVING 79 UNARCHIVING TRAINING RIURO RR MODERN RR EDT CURRERE RCRUM RR 80 MERGE TRAINING sedis keit oda iieri wien or eae viec dog inb uu 80 EMAIL REMINDERS a a EM C NDA V E MI E 81 TRACKING 83 VIEWING TRAINING IN THE TRACKING 1 83 FILTERING TRACKING 5e act cited mea E MEE MEME SE a UK NEUEN 84 AUTOMATIC MARKING S idonea Rn D EROR RE e CR RD RR ROS MX ER REC ERR 85 MANUAL MARKING ua sess nnmnnn nnmnnn 85 AGTNITY GOMPETENONM dd cto eh M d EIE 85 ASSESMENT 5 87 IEEAPNINCPELSESODIB E usos eI metra Me 88 GOUR PS 88 SKILLS 90 CREATING t NE 90 EDITING SRIBUS 91 DELETING SKILI cere TENE E 92 CREATING SKIEE SETS csi N E 92
152. uirements Before a Learner can sit an assessment it is necessary to ensure that they are running either Microsoft Internet Explorer 5 5 or higher or Mozilla Firefox 2 0 or higher The system performs a check on the learner s browser version and will display the following screen if the browser they are using is not either Microsoft Internet Explorer 5 5 or above or Mozilla Firefox 2 0 or higher Note the Learner s browser is incompatible then the following screen will be shown when they try to access Skills Optimiser Aframe o M TIL SKILLS OPTIMISER Error We have detected that you are using AppleMAC Safari as your Browser Unfortunately this verion of AppleMAC Safari is not 10096 compatible with all of the functions required of a Browser when used in conjunction with the Aframe Learning Management System Sorry but we cannot allow you to login using this version of AppleMAC Safari because it will not perform some of the advanced and critical functions correctly The only Browsers that are 10096 compatible with all required functions are Microsoft Internet Explorer version 5 5 or above or Firefox 2 You need to close AppleMAC Safari and then start again using either Microsoft Internet Explorer version 5 5 or above or Firefox 2 You can download the latest version of Internet Explorer for free from this link or the latest Firefox browser for free from this link you will need to have administrator permissions in ord
153. unts Admin Admin Sales Sales Sales IT Overlord IT Officer Sales Admin Learner jaddams ablack bcameron tcreece adavidson bdavies pdavies ddietrich sdouglas bflack afrances bgregory tharris slee jnice snicholas ipell jeep rrivers wrobinson fsmith jsmith 07 Aug 2008 01 11 PM 07 Aug 2008 01 00 PM 07 Aug 2008 01 00 PM 07 Aug 2008 01 00 PM 07 Aug 2008 01 00 PM 07 Aug 2008 01 00 PM 07 Aug 2008 01 00 PM 07 Aug 2008 01 00 PM 07 Aug 2008 01 00 PM 07 Aug 2008 01 00 PM 07 Aug 2008 01 00 PM 07 Aug 2008 01 00 PM 07 Aug 2008 01 00 PM 07 Aug 2008 01 00 PM 07 Aug 2008 01 00 PM 07 Aug 2008 01 00 PM 07 Aug 2008 01 00 PM 24 Oct 2008 09 13 AM 07 Aug 2008 01 00 PM 07 Aug 2008 01 00 PM 07 Aug 2008 01 00 PM 22 Oct 2008 03 28 PM joel aframe com au ablack tech com au bcameron tech com au tcreece tech com au adavidson tech com au bdavies tech com au pdavies tech com au ddietrich tech com au sdouglas tech com au bflack tech com au afrances tech com au bgregory tech com au tharris tech com au slee tech com au jnice tech com au snicholas tech com au ipell tech com au joel aframe com au rrivers tech com au wrobinson tech com au fsmith tech com au joel aframe com au 0 03 03 03 95 03 03 05 0 05 03 03 03 95 0 03 03 03 03 05 03 03 Stevenson Glenn Admin gstevenson 07 Aug 2008 01 00 PM gstevenson tech com au When creating a new learner an Administrator or Trainer is given the option to decide when the
154. ust not already exist in the system e Imported Role and Location Groups must already exist in the system If the username is left blank then a username based on the first letter of the first name and entire last name will be created if more than one user would have the same username through this method then a number is added onto the end in increments of one e f the password is left blank then a password made from alpha and or numeric characters will automatically be created 2 Make sure you save your spreadsheet as a CSV comma separated value file Example of a valid CSV user import file Username Password Firstname Lastname Description Email RoleGroup LocationGroup Role pdrew password paul drew HR Manager paul example com au TRAINER peter password peter drew Salesman peter 2 example com LEARNER Page 22 of 113 harry password Harry Smith Employee emaileO photmail com Group1 GroupA Group14A Group1 GroupB Groups 1B Group1 GroupA Group1C Group1D _LEARNER The example CSV file will import 3 users with usernames of pdrew peter and harry The last one harry will be imported into 3 groups Note that the group levels must be separated by a forward slash symbol and group entities must be separated by a pipe symbol Please also note that TRAINER MANAGER and LEARNER must be typed in capital letters and for trainers and managers the group field should always be left blank Importing a User
155. xt to the question and type in a comment You can also change the mark allocated SAVE 2 cick Min SAVE Learner s Assessment is displayed Click save 4 To delete the comment simply delete all text from the comment and click SAVE Learning Resource Learning Resources can be marked as exempt When a learner is marked as exempt they will not have to complete the learning resource to be considered as having completed the learning resource To track a learner s learning resource manually 1 Click on the button and click on 2 Click on the Tracking icon next to the Learning Resource s name as Exempt select Exempt from the status list set the exemption date enter a comment optional and select the checkbox next to the name of the user s you wish to mark as Exempt Then click the button The selected users should now be marked as Exempt 4 To mark as Not Exempt select Not Exempt from the status list and select the checkbox next to the name of the user s you wish to mark as Not Exempt Then click the button Courses Courses can be marked as exempt When a learner is marked as exempt they will not have to complete the course to be considered as having completed the course Please Note Marking all the resources in a course as exempt for a learner will subsequently mark the course as exempt and the learner will not need to
156. ying page 1 of 47 items 1 to 20 of 921 Role Last Name First Name Description Username Created Email amp aaa Newgroup Newgroup 03 Jul 2009 09 20 PM amp Abbas Bart babbas 28 May 2009 07 40 AM Bart Abbas salmat com au v gt NEXT From here tick untick the learners or trainers as required Click on the OI button gt NEXT Select the availability of the Activity Click on the ittm button Select either Fixed Date and subsequently enter in the start and end dates for the Activity or Fixed Duration and subsequently pick a set duration for the Activity Disregard this screen as Activities can not have any additional properties assigned to gt NEXT them Simply click select any other Administrators or Trainers from the list that you wish to share the L3 NEXT Training with optional Click the Pover button Select any email reminders you wish to have sent to learners assigned to the training l l l NEXT see Email Reminders Click the button An optional email notification is automatically generated to go out to the Learners you selected You can modify this email before sending it If you do not wish to send an email gt NEXT notification deselect the Email notification required checkbox Click button Page 72 of 113 9 Aconfirmation screen appears with all the details of the Training If you wish to modify i B anything click the button You can also click on View Edi

Skills Optimiser User Guide

Contents

Download Pdf Manuals

Related Search

Related Contents