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Training Manual - EthosCE Learning Management System for

1. Administer gt Store administration Administer gt Store administration gt View customers Orders gt Search customers Real Step 3 Click on the Add new coupon tab Active coupons Version 3 2 November 2011 Page 44 of 88 Coupons Step 4 Enter a Coupon Name and Coupon Code COUPON NAME The Coupon Code is what users will use to receive their discount Keep in mind that Coupon Codes cannot be changed once they have been used in an order COUPON CODE Select an Expiration Date for the coupon and check Active to enable the coupon Uncheck to disable the coupon Step 5 Set your discount type to Percentage or Price EXPIRY DATE Enter a Discount Value without symbols For example a discount of 15 should be entered in as 15 and choose Percentage as the discount type DISCOUNT TYPE ita y DISCOUNT VALUE D ND Ea MINIMUM ORDER LIMIT Step 6 For Minimum Order Limit enter a minimum order total that applies to the coupon or 0 for no minimum order limit For the Maximum Number of Redemptions Per Code enter the MN PONESE ee TRE E e Maximum number of times each code for this coupon can be used or 0 for unlimited MAXIMUM NUMBER OF REDEMPTIONS PER USER For the Maximum Number of Redemptions Per User enter the Maximum number of times this coupon can be used by a single user or O for unlimited PRODUCT CLASSES none For Product Classes sele
2. Trebuchet 1 8p 6 6 Lang 4 B 7 US Step 8 Click Save Settings towards the bottom of the page Step 9 Preview your evaluation by clicking Preview Your evaluation should contain the same questions that you created with your unpublished course Advanced settings uestions Preview Step 10 You can always edit your template by going through the unpublished course and changing the questions and answers in the evaluation Version 3 2 November 2011 Page 71 of 88 Certificate Requirements Setting Certificate Requirements Overview This section contains instructions on how to set certificate requirements for your course Step 1 When viewing your course click the Certificate requirements tab Certificate requirements Step 2 A list of your course objects will appear You may check which course object would be required in order for the user to receive a certificate You will also set a passing grade here for your quizzes Type in the grade percentage that users will have to get in order to pass the quiz for example 70 for 70 You may also adjust the weights of your course objects so that they appear in the correct order to the user Generally the order is usually CME Info weight 0 Pre Test weight 1 HTML Course weight 2 Post Test weight 3 Evaluation weight 4 title enabled graded passing grade CME Info v n a HTML Course vi n a Post Test vi es 1 Version
3. Other Settings as desired Package file 3 Choose or upload a file Step 4 Click Save and return to course The item SCORM AICC should appear in the Existing Activities column in the course settings page Step 5 To edit this item go under Existing Activities where your SCORM AICC is listed and click the small paper and pencil icon E To delete click the small trash can icon m Version 3 2 November 2011 Page 60 of 88 Course Objects Step 1 Click Add Evaluation to add it to your course Add Evaluation Add Step 2 Enter the Name and Summary into their respective fields Select a survey type either default to present during course or follow up for afterwards If follow up is selected choose the number of days after the completion of the course that the evaluation will be presented by selecting from the Notify Days field Notify Days Summary 8 1 month 30 days Survey Type Default 2 months 60 days Mei Mave Please select 3 months 90 days Not Days D 4 4 months 120 days i 1 8 pt 5 months 150 days summary 2 Follow up 6 months 180 days Note For follow up survey you can set the e mail notification message by going to the Admin Menu click on Administer Site Configuration and then Course You will see a field where you can enter in the notification message and tokens Users will be notified with this message by e mail once
4. EthosCE Content Learning Management System Training Manual DLC SOLUTIONS DLC Solutions LLC 109 South 13th Street Unit 2 South Philadelphia PA 19107 http www dlc solutions com Version 3 2 November 2011 Page 1 of 88 Table of Contents introduction to EttosCE ALUMINIO pape cies ate nU IN EU PUn HN E TEE 5 TEMIDO RR REED T TU 6 LISO TEMAS IT DUUM 6 AIR CARES ECTETUR ici a 8 ehano me the Menu Order suas eee cence tee ues e ete Aia 8 2 Addins a New Menu tellus tect ain acea seh rhe reo bet heo ecce eate ote E E Stt e ps vate 9 Creatine Site CONC NG REP a dl E 10 MANAGING Site Contestada t UM Leder es 12 Manae ine Your HOME etos an vU a inant ab M tM COM E MUI MN MU pU D MED Me 13 Managing Your Homepage Standard ooocooocccoccncccnoconocono cono ro noc oro coro te e hehehe 13 T IDASNDOAN ri IA ias 13 2 Managing Slides on Homepage Promo ooooccoccccnccncoccnoccnocono cono co ehe hse ehe es 14 3 Adding News Items to Homepage buick os to dein etes Pal eon ss ea Vn dtu desi ep n au qu MU Mee E 14 Ediling Static CONTENU essa dota Eres AA OF DIU E ens VAR absense Po cO aS EA 15 Creating a Learnirie Group ssec deka snes Unica SEEN ARE MAG RR GM DE SON RU ENG iM ed Dates dq 17 Manae me BET ctp apP LHP x E 20 TAGGIN a IS MU M CT M 20 2 Finding a User Method One Seal Cl 25s ya Ex Ea SE ETATE ERI SE
5. member learner reviewer site admin Method two Find the user using the Manage users method student described above Check the box next to the user name select Modify user roles and select what roles you would like to add and or delete Click Next courseadmin member learner reviewer site admin student Next Cancel Search for the user using the method described above Click the user name to view the user and then click Orders or My Activities in the tabs to view the order history or transcript Version 3 2 November 2011 Page 23 of 88 Enrollments Enrollments Overview This section contains instructions on how to enroll and unenroll users mark signups as attended or unattended extend a user s enrollment set up a confirmation e mail per course and send mass e mails to enrolled users Through bulk operations you can cancel signups edit enrollments or mark signup attended not attended to multiple users Step 1 Go to the course and click on the Enrollments link Course settings Take course Edit Devel Step 2 Select the users by checking their checkboxes Shelley Pa Shelley Rn Shelley Physician Step 3 Select an action from the dropdown and click Execute Bulk operations Choose an operation Cancel signup Edit enrollment Mark signup attended Mark signup did not attend Step 4 At the bottom of the enrollments list you will see a CSV icon You can download
6. and change the Questionnaire Type to Template The Template option can be copied and edited This type of questionnaire cannot be used directly but its content can be copied into a new questionnaire and edited Adding a Title would be useful Advanced settings Content options Questionnaire Type Y Template Tite Y DEMO TEMPLATE Subtitle Q Additional Info D Step 4 Click Save Settings towards the bottom of the page Version 3 2 November 2011 Page 70 of 88 Question Management Step 5 Now it s time to add an evaluation to your public published course Follow the steps to add an evaluation object see section 5 under the Course Objects section but when you get to the Content Options section next to Copy Existing you can choose the template that you created in your unpublished course Content options 2 Create new Copy existing DEMO TEMPLATE Use public No public questionnaires Step 6 Click Save and Display Step 7 Click on Advanced Settings and make sure the Questionnaire Type is set to Private The Private option belongs to the course it is defined in only You create a questionnaire and its questionnaire content for the course it is defined in Editing teachers of that course can change the questionnaire and all teachers can review the results Content options Questionnaire Type Private i Subtitie Y Additional Info
7. click on the checkbox under Required Click on the Save changes button to save Educational Fees Save changes Step 5 To edit the fees themselves click the Options tab Product Options Adjustments Version 3 2 November 2011 Page 80 of 88 Variable Pricing You can then select deselect the options you would like to display set the default and set the cost and price of each option Educational Fees Step 6 Click on View in the navigation to view your course You should see the Attribute info Version 3 2 November 2011 Page 81 of 88 Course Administration Course Administration Only users with a role that permits them to view unpublished courses will be able to review unpublished courses Step 1 To unpublish a course navigate to the course and click Edit in the top tabs Step 2 On the right side of the page open the Publishing options section and unclick the Published checkbox Click Save when finished Ue teler ec orn Published Promoted to front page Sticky at top of lists Expired courses will not be automatically unpublished However users will no longer be able to complete them For this reason you should unpublish expired courses if you don t want them to be publicly visible Version 3 2 November 2011 Page 82 of 88 Reports Reports To view reports for a particular course browse to the course node and click the Course Report t
8. Course pre requisites Click on im ADDITIONAL PRODUCTS Add another item to add more pre requisites ACCME COURSE REQUIREMENTS Add another item Y support Once you have entered all details relating to your course you are ready to Save or create your course If you attempt to Save without completing all the required information the application will display an error messages at the very top This will list all the information that must be completed It will highlight the Version 3 2 November 2011 Page 49 of 88 Courses tab s that contain the missing information You must open each tab that is highlighted to address the fields that contain errors or missing information EN PRODUCT INFORMATION Program Information lig ADDITIONAL PRODUCTS COURSE IMAGE HIDDEN FIELDS CERTIFICATE TEMPLATE SETTINGS Choose File No file chosen PRIVACY COURSE SHORT NAME After you have finished entering all the information your course will be ready to have course objects added to it CI To clone a course navigate to the course you wish to clone and click the Clone tab The cloned course may now be edited if any changes need to be made Course settings will automatically cross over and may be edited also Version 3 2 November 2011 Page 50 of 88 Course Objects Creating Course Objects Overview This section contains instructions for how to create course objects to your site You will be working
9. Mrs field_middle_name formatted field_last_name formatted certificate_profile_location street Version 3 2 November 2011 Page 31 of 88 Certificates A A Version 3 2 November 2011 Page 32 of 88 Certificates field_course_start_date yyyy Date year four digit field_course_start_date yy Date year two digit field course start date month Date month full word field course start date mon Date month abbreviated Version 3 2 November 2011 Page 33 of 88 Certificates tasted eret 00 field accme activity duration d Date day one or two digit location name_N Location Name If there are multiple locations per node N is the iteration starting with 0 location street_N Street If there are multiple locations per node N is the eae starting with 0 location additional_N Additiona If there are multiple locations per node N is the iteration E with 0 location city_N City If there are multiple locations per node N is the iteration starting with 0 location province_N State Province If there are multiple locations per node N is the iteration starting with 0 location province_name_N State Province Name If there are multiple locations per node N is theiteration starting with 0 location postal_code_N Postal Code If there are multiple locations per node N is theiteration starting with 0 location latitude_N Latitude If there are multiple locations per node N is the it
10. a report of the users enrolled in each course CSV Version 3 2 November 2011 Page 24 of 88 Enrollments Step 1 To enroll the user into a course go to the course and click on the Enrollments link Then click on the Search and Enroll button Administer Settings Signup broadcast Step 2 To narrow down your search type in the user s Username Full Name or E mail Address and click Apply Username Full Name User E mail Step 3 Check the checkbox next to the user s name and click on the button Enroll signup user in current course Then click Confirm Username Full Name E mail admin admin admin admin acp localhost siteadmin Ezra Wolfe ewolfe dic solutions com r3 Please see Part 1 for unenrolling canceling enrollments Step 1 To set the enrollment confirmation e mail this can be changed per course go to the course and click on the Enrollments link Then click on the Settings button Administer search and Enroll signup broadcast Step 2 Fill in the confirmation message and put in place tokens to pull certain information Click on Replacement tokens copy the token you would like to use under the node tokens column and paste them in the message field Click on Save configuration when finished Version 3 2 November 2011 Page 25 of 88 Enrollments Send signups to M Send confirmation Confirmation email Enter your default confirmation e
11. ecd Ee MIN o dd LEES 86 PARS eu RN d ML TO Id MOM M M M d M E M Ea E NND ME 87 REPONS DUOS aM 88 Version 3 2 November 2011 Page 4 of 88 Introduction Introduction to EthosCE Administration EthosCE is both a content management system as well as a learning management system It is built upon two open source platforms Drupal CMS and Moodle LMS Both of these platforms have very active development communities that are actively working to fix bugs close security holes and add functionality to the Core platforms Because EthosCE uses these core platforms it benefits from this development community Most of the administrative actions of the system happen within Drupal which provides the look and feel of the site as well as the CMS functionality Moodle is an industry leading LMS and we have worked to provide a lot of the administrative screens through Drupal for a more integrated experience For this user manual it is important to have a user account with administrative permissions As the administrator you will be able to create and manage various aspects of your site To access the admin menu click on the icon towards the top left of your site It will resemble a wrench When you click the icon the admin menu will drop down Reorder menu Context editor Context inspector Home Create content Switch theme My Account Devel Learning Networks Administer Content management Site building Organic groups Site config
12. few letters or words of the child course title and then select it from the dropdown list Click add another to add more than 2 children Course relationships urse relationships You may optionally set prerequisites for linked activities You may set a requirement that a user must complete one activity before the linked activity becomes available Step 1 When creating your parent activity set go to Course Settings tab make sure the Course Requirement is set to Sequential Version 3 2 November 2011 Page 76 of 88 Linking Activities Step 2 Type in your Course Pre requisites under the Course Relationships tab Click Add another item to add more pre requisite courses Course relationships Add another item Version 3 2 November 2011 Page 77 of 88 Variable Pricing Variable Pricing Overview This section contains instructions for how to add and manage variable pricing to a product Variable pricing is used for setting prices and fees for products Step 1 As admin edit the course by clicking the Edit tab on the course s main page Step 2 Scroll down to Product information and set the Sell Price is 0 00 SELL PRICE 5 Step 3 Scroll up and click on Attributes Attributes Options Adjustments Step 4 If no Attributes are set you must add them by clicking on add attributes to this product F T You must first add a Step 5 Click on here t
13. group Step 2 Fill in the required fields and Save Your news item will appear on the homepage Version 3 2 November 2011 Page 14 of 88 Static Content Editing Static Content Overview You will sometimes see a block of content on your site that is not pulling an item list like recent courses news or discussions It could have paragraphs of text and include photos If this is a block you will see an edit block Edit Block button when hovering over the content Step 1 If you click on the edit block button you will be able to edit the content You can edit the body title description and text Step 2 Click on User specific usability settings to change the custom visibility settings Allow individual users to custo User specific visibility User specific visibility settings settings Users cannot control whether or not they see this block Role specific visibility settings Not restricted Page specific visibility settings Show on every page except the listed pages Step 3 Click on Role specific visibility settings to change the block visibility roles User specific visibility Role specific visibility settings settings Users cannot control whether or not they see this block Role specific visibility settings Not restricted Page specific visibility settings Show on every page except the listed pages Version 3 2 November 2011 Page 15 of 88 Static Content St
14. mostly on the Course Settings page From this page you will add different elements to your course which the learner will complete to earn the CE credit The typical workflow for a course is CME Info Pre quiz Course Post quiz Evaluation Important things to know Note that navigating to your site s learning groups may be different than that is shown below Step 1 On the homepage click Learning Groups EthosCE My activities Education catalog Learning groups Step 2 Find the group that is listed and click on the title Groups Group Wednesday learning group Step 3 Navigate to the course you would like to add your course objects to and click the View Course button next to the course title or the course title itself Highlighted Courses demo course Credits Version 3 2 November 2011 Page 51 of 88 Course Objects Step 4 Click the Course settings tab demo course Step 1 Click Add CME Info under Actions to add it to your course The CME Info can be a description or an introductory to your course ACTIONS Add CME Info Step 2 Add a Name to your CME Info A Name is required FiAdding a new Resource General E G3 AZO 1 H EE Dd Jo o OSOS GF Step 3 Add a body of text to your CME Info The CME Info s full text will be shown to the user before they see any course content so its good to include information
15. set DESCRIPTION Step 3 Under the Course Settings tab change the LMS to Relationship parent Moodle Relationship parent Attendance re saving Step 4 Once the Parent Relationship is selected new options should appear Course relationships settings Catalog Display e Display parent only This will display only parent courses in the catalog e Display children only This will display only children courses in the catalog e Display parent and children as separate items This will display parent and children courses as separate items in the catalog e Do not display parent or children This will not display parent or children courses in the catalog Enrollment Options e Auto enroll all child courses This will enroll a user into all the child activities when the user purchases the parent You must select this field if allowing user to purchase the parent and the children Activity Set Credit e Aggregated When credit claim is on the parent this option will aggregate min max credit from completed children Version 3 2 November 2011 Page 74 of 88 Linking Activities Activity Set Children Bulk Add Behavior e Check status and send to completion If the user selects all linked courses that have no requirements this will send user to immediate credit claim after enrolling This is useful for conference like activities Activity Set Completion Requirements Requirements for a certificate and combi
16. such as Educational Objectives Accreditation statement Faculty Information Fees Commercial Support Unlabeled Use Disclosure CME Info Full text Trebuchet W 1 8 pty 39 Dln 4 B7US E XE HE it EEEE Ee bla Boos Step 4 Click Save and return to course towards the bottom of the page to go back to adding editing or deleting other course objects Click Save and display to view your CME Info section Version 3 2 November 2011 Page 52 of 88 Course Objects Step 5 You may also display the CME Info that you have created by going to the bottom of your Course Settings page and clicking the CME Info Begin button A preview will display CE Info Bogin Step 6 To edit the CME Info object that you have created go under Existing Activities where your CME Info is listed and click the small paper and pencil icon zi To delete the CME Info click the small trash can mj icon EXISTING ACTIVITIES CME Info Step 1 Click Add Quiz under Actions to add it to your course Add Quiz Add Step 2 Select Pre Post Test to assign quiz type MAdding a new Quiz General Pre Post Test Pre test 6 ntroduction Q Version 3 2 November 2011 Page 53 of 88 Course Objects Step 3 Configure settings as desired and click on the icons for more help It is important to have the Adaptive Mode set to No under Attempts unless you want your learners
17. to be able to attempt questions more than once in a single quiz Display Questions per page 2 Unlimited 34 Shuffle questions 2 No i Shuffle within questions 2 Yes H Attempts Attempts allowed 5 Unlimited 34 builds on the No ia last Adaptive mode Grades Grading method 3 Highest grade H Apply penalties 3 Yes i Decimal digits in grades D 2 Step 4 Click Save and return to course towards the bottom of the page The item Pre Test or Post Test should appear in the Existing Activities column in the course settings page depending on which option was selected Step 5 To edit this item go under Existing Activities where your Quiz is listed and click the small paper m and pencil icon E To delete click the small trash can icon EXISTING ACTIVITIES Pre Test Version 3 2 November 2011 Page 54 of 88 Course Objects There are multiple course objects that we will discuss in sub sections below Adding HTML Course to a course Step 1 Click Add HTML Course under Actions to add it to your course Add HTML Course Add Step 2 Enter the Name Summary and Full text into their respective fields Name and Full text is required Adding a new Resource Name Genera wo Trebuchet 2 1600 5 Wiug B7 US m EZXIENE yt SHE DA eo ve pDoomeo A Step 3 Click Save and return to course towards the bottom of the page The it
18. 3 Upload an image You only need this step if you would like to have an image in your certificate ick the im icon in r tex itor Click the image ico your text edito CERTIFICATE BODY Note Your text editor may have a different B I U G appearance If so skip to the alternate method shown below Version 3 2 November 2011 Page 28 of 88 Certificates When the popup appears click Browse server When the new pop up window appears click Upload to server File Browser Google Chrome papercut dicdev com O 3 Thumbnais 3 Delete Resize f Insert file o File name E B lt oot gt sig png 10 13 2010 11 23 z E ctools flash Qm Click to upload images l pictures E E A E 1 files using 17 2 KB of unlimited quota File When the pop up appears click Choose File Choose File No fiie chosen Create thum ils Select a file to upload and click upload When the upload is Small 90x80 complete close the small popup shown immediately above Medium 120x120 Large 180x180 Select the file you uploaded and click Insert image O Upload Version 3 2 November 2011 Page 29 of 88 Certificates File Browser Google Chrome papercut dicdev com imce app ckeditor sendto 40imceCkeditSendTo params 40 amp CKEditor edit Upload f Thumbnais 3 Delete E Resize maia 2 Navigation File name i Width Height Dat
19. 3 2 November 2011 Page 72 of 88 Linking Activities Linking Activities Overview Linked activities provides a way to group activities Each group of linked activities consists of a parent and one or more child activities Once grouped additional features for those activities become available You Can Allow for a single certificate to be awarded after completing the required child activities or allow each child activity to have its own certificate O If using a single certificate on the parent enforce that the learner must complete the child activities in order or allow the learners to complete them in arbitrary order Allow users to purchase all the child activities together or individually or provide an option for either purchasing together or individually Allow users to receive a discount for purchasing the entire group Allow for users to purchase a parent and receive access to all existing and future child courses Allow for users to complete a certain amount of courses in any order before receiving credit or certificate Allow users to claim immediate credit Allow for credit to be aggregated from children and activity sets Step 1 In the admin menu select Create Content then Activity set Create content Accreditation statement Certificate Course Event Cal Feed Step 2 Enter a Name for your Activity Set Version 3 2 November 2011 Page 73 of 88 Linking Activities Create Activity
20. A Question name DEMO QUESTION Question Management or the Add to quiz button your question will appear under Questions in this Step 12 To preview your quiz click the Preview tab You can click the Edit tab or the Ai icon to edit your question Info Results Preview Preview Post test Step 13 Repeat steps 3 12 to add more questions Method 2 Using Take Course Step 1 Once you have created your quiz object see section 3 under the Course Objects section go under Existing Activities where your Quiz is listed and click the small paper and pencil icon e Version 3 2 November 2011 Page 65 of 88 Question Management Post Test E Ch Step 2 Click the Take Course tab towards the top of the page Take course Course settings Step 3 Click the CE Info Complete and act as if you are taking the course CE Info Post Activity Assessment Complete Complete Step 4 Click the Go to Next Step button to continue through the course until you get to your quiz Go to Next Step Return to Course Start Page Step 5 You can click the Edit tab or the Ai icon to edit your question and choices Info Results Preview Preview Post test 14 DEMO QUESTION C a Choice 1 O b Choice 2 f c Choice 3 Submit Step 6 Follow steps 3 13 from the Using Save and Display section Version 3 2 November 2011 Page 66 of 88 Question Managem
21. PM Click to see this attempt s responses Xs 11 14 an an Of an on an on on 11 on Click the grade to view the responses for that attempts Click the Item analysis link to view an aggregate report You can delete an attempt by checking the box next to the user name and using the dropdown to select delete T Overall average Click the checkbox next to an attempt and click here to delete Select all Deselect all Delete selected attempts the selected attempt Download in ODS format Download in Excel format Download in text format D Preferences just for this page Show download Your preferences for this report Page size Click to download Show download marks for each th is rep ort question Save preferences The data can be downloaded by clicking one of the download options ODS Excel and text formats are available Version 3 2 November 2011 Page 84 of 88 Reports The item analysis report is an aggregate report showing how all your learners responded to each question Item Analysis Tableg Q Question text Answer s text F partial R Correct sD credit Counts Facility Question 01 Influenza A H4N1 One of the predominant influenza strains 0 00 13 327 77 0 423 0 90 0 77 circulating in the world since the 1970s is Influenza A H3N2 Influenza B H1N2 Influenza A H5N1 1 00 251 327 77 0 00 26 327 8 0 00 19 327 6 To view th
22. Save changes Save as New Question Cancel Step 7 Your question will show up under the Questions section You can edit your question and choices by clicking on the small hand and pencil icon f You can delete your question by clicking on the X icon X Questions 2 Radio Buttons Add selected question type QuestionAction Question types RequireQuestion Name ELM 1 T i Radio Buttons No DEMO x DEMO QUESTION Step 8 You can click Preview to preview your evaluation question Click Questions to add edit or delete questions Version 3 2 November 2011 Page 69 of 88 Question Management View Advanced settings Questions Preview DEMO QUESTION Yes No Maybe Step 9 Repeat steps 3 8 to add more evaluation questions An evaluation template is useful because you may want to use the same evaluation questions when you have multiple courses To create a template an unpublished or place holder course should be built first Follow How to Create a Live or Enduring Course section to build a course Step 1 Once you have created your evaluation object and have added your questions to your unpublished course go under Existing Activities where your Evaluation is listed and click the small paper and pencil icon EXISTING ACTIVITIES Evaluation Step 2 Scroll down to the bottom of the page and click the Save and Display button Step 3 Click on Advanced Settings
23. Submit This section contains instructions on how to map your certificate template to a user profile field in a course This overrides the global setting described above Version 3 2 November 2011 Page 37 of 88 Certificates Step 1 Navigate to the course you would like to give the custom mapping Click Edit Step 2 Map the certificate template to the desired field and click Save E PROGRAM INFORMATION PRODUCT INFORMATION Ca ULCUS Lal ls teu ADDITIONAL PRODUCTS PHYSICIAN HIDDEN FIELDS Global PRIVACY CERTIFICATE TEMPLATE SETTINGS NONPHYSICIAN ample certificate Y In this case a user classified as Physician will receive the certificate specified in the global mapping set in items 6 or 7 The Non physician will receive Sample certificate Depending on your version of EthosCE you may not see a link in the left nav bar for certificate template settings In that case they will be on the initial page you see when editing the course Step 1 In the admin menu click Site configuration Actions Certificates Addrole settings Administration tools CCK Email Contact Form Settings Certificates On the page that loads in the top tabs click Templates Templates Step 2 You can edit delete or preview certificates by clicking on the link illustrated below Sample certificate edit HTML PDF Version 3 2 November 2011 Page 38 of 88 Certificates This section con
24. UE ETIN ESA SEATES VAR S RIVE E tad x Vie ted eig iun 21 3 Finding a User Method Two Manage sssseeeeeeeeeeee eee eere 21 ADECUA AS EEN OTEN 22 de Changing a Users ROU ia dis ena swede diate A idas 23 6 Viewing a Users Purchase History and Transcript ccecccecccecccecceecceesceecceesceeeseeceeeeeeeceeees 23 EATON EN ES ia A ANA A ias 24 e BUG OPENS lonas ta lts ELLE e lo 24 2 Enrotunms a User INlO a COSE caian isa 25 35 Settings COMCIFINALION E Mail secs iate rdi Pa eq lese Rau eo e EXE epic odi esp adieu ex Valcada eus id Pese qs 25 4 Signup Broadcast Mass Esrall ooa vetito be ee mese AOS a omens 26 Manasins Learnine Certificates acu sie dietis A AS TH UD RETULERUNT E C DE eae ses 27 TS Overview Or Certificat BS ooo e dA EN PNE MEI OS 27 2 Certificate SnapsliO sese tees eo Poo cuss RI STERNE TA TAE DURS ao REA READ AAA 27 3 Clearing Ceruticate SnapshiOobs eos eoe rrt eee eene ete ce te temere er deb rim S ndis 27 Version 3 2 November 2011 Page 2 of 88 Table of Contents 4 Creating a New Certificate Template ccc cee c sees tees ccecceescensceesceeceeeseeeseeessesceescessceseces 28 5 Certificate Field Mapping GlODAlWinisicin na ri iia 35 6 Mapping a MULTI Electra E As M 36 7 Overriding Certificate Field MaPPiNgS cccceccccscccccccccesccesceesceesceesseesseesceeseseseseseeeseeecs 37 Mana sine Cert c db BS s ihr otto frr ehe Tren bet dit tenent tomos E i dtd bte uA dodi 38 de Ereatine Certifi
25. ab Course report If not already active click the Overview or Course report button This shows a list of users enrolled in the site the start and completed date and their status Course Report Date Started Date Completed Status 07 18 2011 12 25pm 07 19 2011 10 39am Complete 07 13 2011 9 19pm Enrolled 07 13 2011 4 23pm 07 15 2011 3 07pm Complete 07 12 2011 9 16am 07 09 2011 4 03pm 07 08 2011 9 19pm 07 07 2011 11 41pm 07 06 2011 5 34pm 07 06 2011 2 36pm 07 06 2011 8 51am 07 05 2011 3 51pm 07 04 2011 1 49pm 07 02 2011 11 29am 07 13 2011 3 50pm 07 08 2011 3 29pm 07 12 2011 11 03am Enrolled Enrolled Complete SCORM AICC Pre Test Enrolled Complete SCORM AICC Complete SCORM AICC 07 01 2011 1 22pm Enrolled 06 30 2011 8 10am 07 08 2011 1 45pm Complete 06 20 2011 7 01pm 06 20 2011 7 25pm Complete 06 16 2011 9 56am 07 07 2011 11 41am Complete 06 15 2011 10 19am 06 17 2011 3 09pm Complete Version 3 2 November 2011 Page 83 of 88 Reports To view the Quiz reports click the Post test or Pre test button Info Results Preview Edit Overview Regrade Manual grading Item analysis Click to see an aggregate report of all users See all course grades Attempts 12 Only one attempt per user allowed on this quiz First name EE Started Completed Grade 21 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 20 June 2011 07 11
26. arrow down your search you can filter by role by user s activity E mail or Name You can also perform bulk operations to the users listed Role Active lt Any gt y Bulk operations Choose an operation Execute Bulk Operations Bulk operations Execute Choose an operation Block the selected users Delete user Execute arbitrary PHP script Modify user roles Send e mail Unblock the selected users Method one Search for the user using the Search method described above Click the username to view the user and then click the Edit Account link Click the Edit Login button Orders My Activities Manage Groups Edit Profile Scroll down to the bottom of the page and click Delete Method two Find the user using the Manage users method described above Check the box next to the user name select Delete user and click Execute Version 3 2 November 2011 Page 22 of 88 Users Method one Search for the user using the Search method described above Click the user name to view the user and then click Edit Login in the tab to edit the user View Account Orders My Activities Conta Manage Groups Edit Profile Roles Y authenticated user Scroll down to the bottom of the page and select the desired J courseadmin role C member learner Scroll down to the bottom of the page and click Save _ reviewer f site admin student courseadmin
27. at will show up once that choice is chosen Version 3 2 November 2011 Page 63 of 88 Question Management Choice 1 _ Trebuchet 1 8p E i 4 Lang B DIS IA x m wv E X Hon ELE Ee pe Oo o A Step 7 You can leave a general response for a correct or incorrect answer Overall Feedback vo 1 8 pt 9 I any BUS x m An EEE Ee Lore BOSGGDP Step 8 Click Save Changes Step 9 Your question name should appear under the Create New Question section You can edit your question and choices by clicking on the small hand and pencil icon f You can delete your question by X clicking on the X icon Action Question name QA x DEMO QUESTION Step 10 To add the question to your quiz click the left arrows or click the Add to quiz button If you have multiple questions make sure you click the check box to select that certain question Version 3 2 November 2011 Page 64 of 88 Action Question name o s x DEMO QUESTION Select all Deselect all With selected lt Addto quiz Delete Move to gt gt Default for wednesday course 1 D Add 1 ig random questions Add 3 Step 11 Once you click lt lt quiz Questions in this quiz Order Question name Type Grade Action 1 DEMO QUESTION i 1 QA gt Total 1 Maximum grade 10 2 Save changes Show page breaks Show the reordering tool 2 Go Action azi
28. can only move certain blocks into certain section due to a fixed height and width Click the x tool to remove a section Step 3 Go to the admin menu and choose a category to add a different section to the page Choose a category Atrium Calendar EthosCE Courses EthosCE LMS EthosCE News EthosCE Reports Views EthosCE Slideshow Menu Organic groups Step 4 To add a section to the page click and drag one of the blocks onto the page Any listing with the block icon o Note If you accidentally deleted a section of the homepage you can go to the category and re add it to the page Bl ethosce courses Block courses list Version 3 2 November 2011 Page 13 of 88 Homepage Step 1 Navigate to your homepage In the admin menu select Create Content then Slide Create content Activity set Certificate Course External credit Image Learning group News item Page Product Profile Step 2 Fill in the required fields and Save This will add a new slide to the homepage slideshow Step 3 To edit a current slide while viewing the slideshow click on the Read More link that is on the slide Then click on the Edit tab to edit the content Step 1 Navigate to your homepage In the admin menu select Create Content then News Item if you want to create a news item that is not associated with a group Create content Activity set Certificate Course External credit Image Learning
29. cate CFIEBETd duae Senda va Leo E Eabb Eo tole oot aa 39 Credit TY ERE T Mm 41 1 Nanas Me Credit TYPES i eiit ovra tao oL lata coria pL DLE CL ADU 41 Ze NODDI CO siria ORT Mu EUM adus AAA Gad Ea bmi Sedis dn 42 A A AAA ete o ke trust ee Maa e ue ies ope said EP EUM E inei iUpPE UE EE SETS 42 COUPONS poete eun tM DE E MC MC M M WE dM DRM EMG MN QE 44 LE dien C OUND OINS RH ista 44 2 IWAN AGING GOUDONS osas 46 Creating a Live Or Enduring COLE Se easy ieee leaks eds EE SEVA VOS A VR TAE E nected A VE TES eres 47 T Create Course and Enter Basic Informati n nasi ose es iiien ed eR ENS NH Hb PEN QU E e PE IU EU EN 47 2 Complete Additional Norma ON airis AAA EUR CE T Ead E fas 48 ES COUE SEINES LAD AAA AE TT T Rm 48 4CoUrse Credit SeLtITIBS A A A Do p treat ele aes ta nove Rid Er use eds 48 SM Product INTOA serrer tenin M 49 6 Course Regulrelmellts seus denun aa ener Eam ipo ut um na tatam ei ve ar pst ota EN N 49 Fe SAN NS C OUSO o etudes an diste doe DPI UNO E DEDE DLE e tH acta a a MCA DU DE cU 49 CEN GI OIN COLES Cte daca este TEE TETTE 50 Creatina Course ODE p M 51 PE Ge Eme ial RETE TI I TTE 51 Zo Creatne CME Info 2 4 on ect oot o dal TD 52 creatina a QUIZ eccseeseeim cond qetup e ters A asec ete 53 A Creating a Course ODICCE oe ccna ihe tns A E Padi d 55 5 Creating an Evaluation Default or FolloW UP oooooocooccroccno
30. ccnoccnoconocono cono r ono co eere 61 QUESTION MAN ATM iii AS AAA AAA A AE E AAA AO Sa 62 Te Addins MUZE o e O 62 Version 3 2 November 2011 Page 3 of 88 Table of Contents 2 Importing multiple choice quiz questions to a quiz pre or post test oooocooocooommommmmommmsmmos 67 3 Addis Evaluation QUESOS sas caso it ets Fa haa tU UR MEIE A ia Un a S cipe t 68 How to create an evaluation template oooooccocccrcccroconocnnccnoccnr hehehe 70 Setting Certificate Requirements ses eteniechnveiek ees babens Pi cvves eo auno eite MUR seem Mie On ee stu UG 72 EAS ACOSO E tad tuavro tes dE UE DU AA ES 73 Te Create an Activity SEU Pares cierre ia 73 2 Create an Activity Set Children o oooocooocooccorccnrccnoccnoconoronoconoo nro roro sesso sese sese 75 as CoU rse Relations PS vetu etatem eu A Ur DV NU 76 Varrable Pricillguossdee uoi vota whens TAIN VUE I EX DI En SR eed DIRAS IE Veo Vb S TRE EU Le E RU fuk 78 Ts Creating Attributes and ODORS 2 eos dv r i Des oven AS MURS au Usa 78 2 Manaoing and USING Attributes pases Ces ed A Run RE AE PU UA EN UA EUN UE EROR LER ES HO dS 80 COURSE AMAIA ON o los ie 82 1 UNBUDUSHING COUISES s ute troi cc A ASA SAR ESA uu ese TROP tak 82 Ls EXPOR COU SOS saddle ert a a dl iae 82 FRE DOCS acs RR c 83 T Course RODO Esc ecce tices tbt ont Sita dos eet oi os Dott o DCUM dedos 83 Ze OUZ RODOS RN E 84 3 5uVey ReDOLbS L usauus cauce ii iia 85 Ae SCORNReGDOFbS 6
31. content such as courses discussions and news items around a common theme Navigation Menus A list of links usually in the top or left of the page Referred to as a left nav or a top nav Node An item of content like a page blog entry course description etc Panels A custom page layout made up of nodes blocks views and other content Path The part of the URL after the base address eg http www cnn com video Tabs A smaller secondary horizontal menu usually formatted to look like folder tabs Token A placeholder for data that is replaced with actual data Version 3 2 November 2011 Page 6 of 88 Terminology firstname Vertical Tabs A smaller secondary menu that is stacked vertically Views A view or list of content pulled from the database filtered and formatted Web Database Software that stores site settings in memory or storage such as user data pages menus Usually MySQL Web Server Software that delivers the HTML web page to your browser Usually Apache Weight Weight controls the order of multiple items Each item has a number that represents where in the set of it appears Bigger numbers sink to the bottom Lower or negative number float to the top Eth OS CE My account Log out Search Home Groups demo gt Features 2 Group home W Courses News here are no courses in this group yet J Discussions b Highlighted Courses Create content it T
32. cting one or more product classes will roduct restrict this coupon to matching products only Discounts will ad then apply to each matching product Applicable products AppircaDie SKUs Applicable taxonomy terms Step 7 Configure settings as desired by clicking on the collapsible tabs user restrictions ROIC restrictrons Applicable Products Enter one or more products in the fields to Version 3 2 November 2011 Page 45 of 88 Coupons restrict this coupon to a set of products regardless of any product attributes Discounts will apply to each matching product Select e Apply coupon to products listed below OR e Apply coupon to all products except those listed below Applicable SKUs Enter one or more SKUs in the fields to restrict this coupon to a set of SKUs allowing coupons to apply to specific products or attribute options Discounts will apply to matching SKU Applicable Taxonomy Terms Enter one or more taxonomy terms categories in the fields to restrict this coupon to a set of products Discounts will apply to all matching products with these terms Select e Apply coupon to products with terms listed below OR e Apply coupon to all products except those with terms listed below User Restrictions Enter one or more user names and or anonymous users in the fields to make this coupon valid only for those users Role Restrictions Enter one or more role names in the fields to make this coupon valid o
33. d Select a default home page If this is not set your group will not be visible The Group Home option is appropriate for most groups Version 3 2 November 2011 Page 18 of 88 Learning Groups Click Save for Group This may also say Save settings Then click Group home in the left navigation menu Your new group home page should appear To create content in your group use the Create Content menu in the left navigation menu Create content Course Y Discussion topic News item Step 4 Assign a group admin If you plan to be the group admin then you can skip this step But if you would like others to manage the group you will need to make them a group manager Group admins can change features and add users which is necessary to add users to private groups For custom implementations group admins may have additional powers Click Members in the group admin menu Admin If the user is not in the list click the Add members link in the B Settings tab i Features iss Archive Members Members of Demo Group Type in the username of the user to add them to the group When you are finished click Add users Click Admin Create for the user you want to promote to a group admin Name Mienage Admin Devin Zuczek Manager admin John Doe Remove membership Admin Create Version 3 2 November 2011 Page 19 of 88 Users Managing Users Overview This sec
34. dminister Site configuration Step 1 In the admin menu click Site configuration Actions Certificates Addrole settings Administration tools CCK Email Contact Form Settings Certificates 39 On the page that loads in the top tabs click Field Mapping Field mapping Step 2 Click on Groups Step 3 Select the check box next to Group Fields and click v Submit If there are no existing groups click Add a new roup A Submit NAME OF FIELD GROUP Example Step 4 Type in a Name of Field Group and click Create In our example we named our field group Example Create Version 3 2 November 2011 Page 36 of 88 Certificates EXAMPLE M S Step 5 Your group should show up with a list of what you could map to your certificate type In our example we are mapping the degrees we want in our Example group Delete Example EXAMPLE M S Step 6 To select multiple fields hold down the CTRL or Control key on B S your keyboard and select the fields you would like to map Then click B A Submit To delete the group permanently click the Delete link below the group R N Delete Example Field mapping Groups Step 7 Go to the Field Mapping tab and click on Mapping Step 8 Map the group to a certificate template and click EXAMPLE Submit This will allow multiple degrees to be mapped to a single certificate type
35. e E O lt root gt sig png 346 151 10 13 2010 11 23 ctools flash a imagecache images pictures cme_info add png 451 100 10 17 2010 11 23 3 files using 28 26 KB of unlimited quota Click OK ipsum dolor sit amet consectetuer adipiscing consequat diam Maecenas metus Vivamus commodo non facilisis vitae nulla Aenean d Nunc iaculis nibh non iaculis aliquam orci fe ornare massa mauris sed velit Nulla pretium pede tempor id cursus ac ullamcorper nec Curabitur molestie Duis velit augue condime Step 3 Alternate Method Click the little photo icon shown below Version 3 2 November 2011 Page 30 of 88 Certificates Browse Images My Images 0 or Upload a new image On the next screen add a title and click choose file Scroll down and click save Choose File my signature gif On the next window remove the title and set the size to original L Title optional Tesi op Test Image properties m Description optional Size max 640x640 Alignment Original v left Link Not a link Insert mode Filter Tag Y Click insert Step 4 Enter token placeholders for course and user data A token is a placeholder that will be replaced with actual course and user data when the certificate is generated Here is a list of tokens available for use in the certificate template field_name_prefix formatted Namep refix e g Mr
36. e Survey Evaluation report click the Evaluation button View Your responses view 2 All responses 326 Advanced settings Questions Preview View All Responses View By Response Summary Delete ALL Responses Download in text format D View All Responses All participants Responses 326 m 1 Was the selected article relevant to your practice Response Average Strongly Disagree B 9 Disagree GEB 2 Neutral EE 12 Agree EZ 46 Strongly Agree D 30 A 100 326 326 The survey report shows an aggregate of all users responses You may download this in text format and import it into Excel Version 3 2 November 2011 Page 85 of 88 Reports If you need to see the completion status of a SCORM object see the SCORM completion report To view the SCORM report click the SCORM AICC button attempt Started on A Sunday 19 June 2011 10 45 PM Monday 20 June 2011 07 12 PM Friday 8 July 2011 10 37 AM Saturday 2 July 2011 11 52 AM Monday 4 July 2011 01 58 PM Wednesday 6 July 2011 10 22 AM Wednesday 13 July 2011 04 47 PM Friday 8 July 2011 01 05 PM Tuesday 12 July 2011 06 56 PM Wednesday 13 July 2011 05 09 PM Monday 18 July 2011 01 22 PM pu pu ju 92 92 92 92 pa 92 92 pu Select all Deselect all With selected Y Last accessed on Monday 18 July 2011 03 04 PM Monday 20 June 2011 09 03 PM Friday 8 July 2011 01 41 PM Tuesday 5 July 2011 03 14 PM Tu
37. e current project If you have more than one project in development you need to be sure the correct project is selected when performing any actions within Mantis Step 2 In the top navigation is a link to the Report Issue page which is used for all new reports going to DLC Please add as much detail as you can for the summary and the description fields If you can describe what you were doing when you saw the error it will help us replicate it Operating systems and browser versions can be helpful if you are reporting a visual problem or a functional one Some projects will require that you provide URL s for all tickets When you submit a new ticket it s not necessary to assign it to anyone our support staff will take care of that Step 3 To view the notes on a ticket you need to scroll down to the bottom of the ticket page You can edit any note you created and if you have something to add to the issue you can add a new note Below the notes is the complete Issue History which shows all actions taken on the ticket You can see who has worked on a ticket who tested the ticket and who added notes Version 3 2 November 2011 Page 88 of 88
38. eeds to be linked the course Step 7 The Location will pre fill with the html file s name Click on Save and display to save Adding Talkpoint Session to a course requires third party account with Talkpoint Step 1 Click Add Talkpoint Session under Actions to add it to your course Add TalkPoint Session Add Step 2 Enter the Name Summary and ID number of the Talkpoint Session into their respective fields FlAdding a new Resource Trebuchet 4 1 0 6 Dumi BZ US B o ES 38 nt 1 PE DO o ve FOIS o Y Step 3 Click Save and return to course The item Talkpoint Session should appear in the Existing Activities column in the course settings page Step 4 To edit this item go under Existing Activities where your Talkpoint Session is listed and click the mj small paper and pencil icon cf To delete click the small trash can icon Version 3 2 November 2011 Page 59 of 88 Course Objects EXISTING ACTIVITIES TalkPoint Session Adding a SCORM AICC to a course Step 1 Click Add SCORM AICC to add it to your course Add SCORM AICC Add Step 2 Enter the Name and Summary into their respective fields WAdding a new SCORM AICC O Genera Name Summary gt Trebuchet 4 1 8 pt n D Lang O B U S X x ue x EXA 1k jr Dd L3ove GOSSRP o A Step 3 Using the Package file field select the desired SCORM AICC object Configure
39. em HTML Course should appear in the Existing Activities column in the course settings page Step 4 To edit this item go under Existing Activities where your HTML Course is listed and click the mj small paper and pencil icon zi To delete click the small trash can icon EXISTING ACTIVITIES HTML Course Version 3 2 November ZO Page55of 88 Course Objects Adding Link to file or website to a course Step 1 Click Add Link to a file or web site under Actions to add it to your course Add Link to a file or web site Add Step 2 Enter the Name Summary and Location Web Address URL into their respective fields BAdding a new Resource General A Trebuchet DIE 9 Mi ug W BIUS 8o FEJE mu HLH ELE ESB o ee OSA o Y Link to a file or web site Location Choose or upload a file Step 3 To pass data to an external website using the query string if not already visible in the Parameters section click Show Advanced Name and select the parameters to pass Note to pass the student s UID from Drupal select the User ID number field value Parameters as Show Advanced i Step 4 In the Window section choose either New Window or Same Window to preference Window Show Advanced 4 Force download 2 Window Same window B Step 5 Click Save and return to course The item Link to a file or web si
40. ent 2 Importing multiple choice quiz questions to a quiz pre or post test Step 1 You will need to create a txt file txts can be created in a program like Text Edit Notepad or Wordpad but the format has to be plain text You will need to save the file as Unicode UTF 8 Step 2 In the txt file type in the questions choices and answers like so What is the correct answer to this question A Is it this one B Maybe this answer C Possibly this one D Must be this one ANSWER D Which LMS has the most quiz import formats A Moodle B ATutor C Claroline ANSWER A Be sure to follow that exact format capitalized letters when need be questions on one line etc Step 3 Once you have your txt file ready with all of your quiz questions and answers you can move on and create your quiz through the course settings Follow steps in 3 Creating a Quiz Click Save and Display when finished with creating the initial quiz Step 4 Click on the Import link located under the tabs Ec Quiz Questions Categories import Step 5 Select Aiken as your file format File format 3 Aiken format Step 6 Under the Import from file upload section browse and upload your txt file that you created in steps 1 and 2 Step 7 Click on the Upload this File button Your questions should show in the question bank where you then can add them to your quiz Version 3 2 November 2011 Page 67 of 88 Q
41. ep 4 Click on Page specific visibility settings to show blocks on specific pages In the Pages field enter one page per line as Drupal paths The character is a wildcard Example paths are blog for the blog page and blog for every personal blog front is the front page If the PHP mode is chosen enter PHP code between lt php gt Note that executing incorrect PHP code can break your Drupal site User specific visibility Page specific visibility settings settings Users cannot control whether or not they see this block Role specific visibility settings Not restricted Page specific visibility settings Show on every page except the listed pages Step 5 Click Save Block when finished Version 3 2 November 2011 Page 16 of 88 Learning Groups Creating a Learning Group Overview This section contains instructions for how to create a learning group Learning groups group together users with related content such as courses discussions and news items Important things to know Learning groups are public content by default Content published inside a learning group will take the privacy settings of the parent group Step 1 In the admin menu select Create Content then Learning Group Certificate Course Discussion topic Image Learning group Step 2 Enter basic information e Enter a title description and path for your group e Select the radio button next to the privacy o
42. eration eae with 0 location longitude_N Longitude If there are multiple locations per node N is the iteration starting with 0 location country_N Country If there are multiple locations per node N is the iteration starting with 0 Country Name If there are multiple locations per node N is location country_name_N the iteration starting with 0 Store order related tokens are here admin store help tokens Click Save when you are finished designing the certificate Version 3 2 November 2011 Page 34 of 88 Certificates This section contains instructions on how to map your certificate template to a user profile field You can override global settings in any course or group Step 1 In the admin menu click Site configuration Certificates Site configuration Addrole settings Administration tools CCK Email Contact Form Settings Certificates On the page that loads in the top tabs click Field Mapping Field mapping Step 2 Map the certificate template to the desired field and click Submit PHYSICIAN Global NONPHYSICIAN Global Submit Version 3 2 November 2011 Page 35 of 88 Certificates Mapping a multi select field is necessary if you are mapping a field that allows the user to select multiple values for example degrees to a single certificate type Before beginning this guide ensure you have selected a profile field in Section 5 Step 2 A
43. esday 12 July 2011 10 53 AM Wednesday 6 July 2011 10 58 AM Wednesday 13 July 2011 11 23 PM Friday 8 July 2011 03 25 PM Wednesday 13 July 2011 03 39 PM Friday 15 July 2011 03 00 PM Tuesday 19 July 2011 10 34 AM This is the list of users that have entered the SCORM object To find out if a user has completed the SCORM object click the number in the attempt column next to their name If the user is complete you will see a green check mark and a status of passed or complete k E Checkmark and passed status attempt 1 Status Y FPS_M1 Version 3 2 November 2011 means user has complete SCORM object 5 minutes 56 99 seconds Track details Page 86 of 88 PARS PARS If PARS is enabled on your site you will be able to input ACCME content and download PARS reports ACCME information can be entered when creating a course Course credit settings Certificate template settings Course settings ACCME Activity duration Program Information Support Product information Additional Products ASA Calendar Course Requirements Administrator may download PARS Report in XML format PARS Export View PARS Export XML Download PARS Export Note that when you view the PARS XML the report will appear to be a string of numbers and characters Your browser may also complain about the page That is normal To view the actual XML right click on the page and select Vi
44. ew Source When the report is downloaded you will receive a zip file Inside the file is a report for each reporting year the course was accredited for Version 3 2 November 2011 Page 87 of 88 Reporting Bugs Reporting Bugs Although we strive to make EthosCE the highest quality application possible bugs happen In this section we describe how to report bugs to us so we can fix them as quickly as possible We use a web application known as Mantis to manage all work for EthosCE We encourage all clients to utilize the Mantis system for reporting any issues and for checking the status of any in issue in progress The system sends emails to us each time the issue is updated so we are always aware of any changes made to the ticket You should already have an account in Mantis created during the development process If you are new to the project and don t have an account yet let us know and we will create one for you The URL to log on is http mantis dlc solutions com If you forget your password there is a link on this page to help you set a new one If you cannot remember your username try your first name initial and full last name If that does not work contact EthosCE support at support dlc solutions com When you log in you should be taken to the My View page which provides you with a quick summary of tickets grouped by status Step 1 On the right hand upper side is a drop down menu that allows you to select th
45. have mapped the Course node type field Course Type to the value Fall 2010 Conference So any course type of Fall 2010 Conference will get this certificate CRITERIA Course Version 3 2 November 2011 Page 40 of 88 Credit Credit Types Overview This section contains instructions on how to manage and map credit types for your courses Step 1 In the admin menu click Site Configuration and then Course Administer gt Site configuration ASA SSO Accreditation statements Actions Addrole settings Administration tools CCK Email Contact Form Settings Certificates Clean URLs Course Step 2 Click on the Credit tab towards the top right of the page Step 3 Click on the Types tab Version 3 2 November 2011 Page 41 of 88 Credit Step 4 The default credit type will display You may change the Min and Max credits and the increments of credit variable credit Click Save Changes when finished Setting the option to claim credit allows the user to claim a variable amount of credit Save changes By default the credit type will have the same mapping as the certificate mapping Refer to the Managing Learning Certificate section parts 5 and 6 for additional information Step 1 On the credit type page where it lists your credit type click on Edit under Map vi Save changes Step 2 Make your selections and click on Set Mapping U
46. here a courses in this ar ve W Course Left nav in blocks 49 Discussion topic Courses i News tem are no courses in this gr Admin Settings Recent News Recent Discussions Features There is no news in this groug There are no discussions in this group yet j Archive Members CE Info Pre Activity Assessment Complete Begin Course Objects Version 3 2 November 2011 Page 7 of 88 Managing Menus Managing Menus Overview This section contains instructions for how to add menu items to your site Important things to know If you add a page to a menu from the edit menu interface you will need to know the path to the page You can find the path by loading the page and looking in the address bar Step 1 In the admin menu select Administer then Site building then Menus Step 2 Select the menu to edit The top nav menu is usually called Primary links Development My activities Education catalo Features O Top nav menu is y called Primary links Home Groups demo Features Group home Y Courses Click to Edit Menus Create content w Course w Discussion topic Primary links Add new e gt vere are security updates available for one or more of your modules or themes To ensure the security rver you should update immediately See the available updates page for more information Y edit reset z se Save configuration Q Drag and d
47. ings ACCME Support Signup settings BIESEZEBE B fo B x x Source A 3 w o e Ej ab rf dius ABC When creating or editing a course you can check uncheck the desired information under the Course Settings tab Hover over each field with your mouse for a description Custom outline titles are for if you would like to have custom titles for your course objects creating course objects happens in the next section of this manual When creating or editing a course you should see the credit type under Course Credit Settings If you edit the Increments Min and Max in the Course Edit mode you will override the default credit settings Version 3 2 November 2011 Page 48 of 88 Courses Course credit settings AMA PRA Category ITM Award AMA credit INCREMENTS MIN MAX M V d d b e Credit You can set role based pricing under the Product Information tab The Default Sell price is the non member price and the Member Price is where you enter the member price You can leave the member price empty if there is no member price Product information S 0 000 You may set requirements for pre requisite courses You must have courses created already in order to zc aaa m 2 gt E 3 Course Requirements make them pre requisites COURSE SETTINGS E PROGRAM INFORMATION Click on Course Requirements when creating your S PRODUCT INFORMATION course Type in your
48. mail message here gt Replacement tokens Step 1 To send out mass e mails to users enrolled into a particular course go to the course and click on the Enrollments link Then click on the Signup broadcast button Administer Step 2 Type in the e mail message and include tokens if needed Click on Replacement tokens copy the token you would like to use under the node tokens column and paste them in the message field Click on Send when finished You can also check the option to send yourself a copy From admin acp localhost Subject Message body b Replacement tokens O Send yourself a copy Version 3 2 November 2011 Page 26 of 88 Certificates Managing Learning Certificates Overview This section contains instructions for adding edit certificates and assign them to courses and users Important things to know Certificate settings are global but can be overridden at the group or course level If you need it you can have a different certificate for each type of user on your site The types of users are defined using a field in the user profile For example if doctors receive different certificates than nurses you might use the degree field to map MD to the doctor s certificate and BSN to the nurse s certificate However if for one particular course you wanted all users to get the same certificate you would map both fields to the desired certificate If yo
49. ned credit to be awarded e Specific This allows the learner to take the child courses in any order Courses marked as Required must be completed to receive credit if the parent is credited e Sequential User must complete all courses in order e Minimum The specified minimum number of children must be completed Minimum Number of Completed Courses Required minimum number of courses that must be finished to complete the parent Only takes effect if Course Requirements is set to Any Ubercart settings e Learner may only purchase parent Learners will not have an option to purchase the children They will be included with the parent when the purchase is made e Learning may only purchase children Learners will not have the option to purchase the parent e Learner may purchase parent or individual children Learns will have the option to purchase either the parent or the children If the parent is purchased all the children will be included Step 5 You may add an external course ID to your course which is used to relate to an outside system Step 6 Click Save at the bottom of the page Children may be existing courses new courses or other activity sets Step 1 Create courses that will be your children courses Step 2 Navigate to your parent course and click on the Edit tab Version 3 2 November 2011 Page 75 of 88 Linking Activities Step 3 Click on Course Relationships Select your children Enter the first
50. nly for users with those roles WHOLESALE PERMISSIONS Step 8 For Wholesale Permissions select the groups who are able to use this coupon This option is deprecated it is recommended that you leave this option as Both wholesale and retail use the role selection above instead Click Submit when finished Submit Version 3 2 November 2011 Page 46 of 88 Courses Creating a Live or Enduring Course Overview This section contains instructions for how to create a course Important things to know Courses should be created inside a learning group Navigating to your site s learning groups may be different than that is shown below Step 1 On the homepage click Learning Groups EthosCE My activities Education catalog Learning groups Step 2 Find the group that is listed and click on the title Groups Group Wednesday learning group Description of the learning group Step 3 Click the Create Course link in the left nav configure Create content Course h This will take you to the Course Creation page Version 3 2 November 2011 Page 47 of 88 Courses Most implementations of EthosCE will have additional fields These are shown in vertical tabs as illustrated below Program Information Program Information Course settings me Start and expiration dates Course credit settings Event settings Product information Additional Products Certificate template sett
51. o add Attributes You may add more attributes here ATTRIBUTES No attributes left ti Add attributes Cancel Version 3 2 November 2011 Page 78 of 88 Variable Pricing Step 6 Give your Attribute a name Click Submit when finished HELP TEXT Step 7 To add price options to your Attribute click on options under Operations NAME LIST POSITION v Derauit adjustments Step 9 Give the option a name this name will appear to customers on product add to cart forms Set the Cost and Price of the Attribute Click Submit when finished Step 10 Click on Overview to see your Attribute with price and cost listed Version 3 2 November 2011 Page 79 of 88 Variable Pricing Step 1 As course admin edit the course by clicking the Edit tab on the course s main page Step 2 Click on Attributes Attributes Options Adjustments Step 3 If Attributes are already listed select an Attribute and click on the Add attributes button To add more Attributes than the ones listed click on here You may add more attributes here ATTRIBUTES Add attributes Cancel Step 4 The Attribute you have chosen Educational Fees in this example will appear in a list You may remove the Attribute set it as required by clicking on the checkbox and choose how you would like it to display To have the variable pricing show up for users ready to purchase the course
52. ption for your group e Use the menu settings if you would like to have the group appear in a menu If you want the new page to appear in a navigation menu add a menu link title and select which menu you would like it to appear in WEIGHT You can set the order that it appears in by using the weight settings Higher C Y numbers sink to the bottom Lower or negative numbers float to the top Version 3 2 November 2011 Page 17 of 88 Learning Groups Click save when you are finished You will receive a page not found error That is normal and only because you haven t set a group homepage yet That will happen in the next step Step 3 Configure group features Click the Features link in the left nav Admin ge Settings Features is Archive Members Select which group features you would like to have in the group Demo Group Certificate gt Disabled Y Certificate module for EthosCE EthosCE Courses Adds programmatic CCK course node creation with interfaces to take and as Drupal nodes EthosCE Discussions A discussion topic content type as a group feature EthosCE Groups Dashboard Group dashboard EthosCE News Group news feature Default front page Group home v The home page displays content from this menu item Save for Demo Group Save to Public group Reset to defaults For each feature you would like to include click the dropdown and set it to Enable
53. r 2011 Page 10 of 88 Site Content Step 3 Optional Add Page to a Navigation Menu If you want the new page to appear in a navigation menu add a menu link title and select which menu you would like it to appear in MENU SETTINGS MY NAVIGATION LINK TITLE REVISION INFORMATION NO REVISION MENU LINK TITLE AUTHORING INFORMATION ec k TI BY ADMIN ON 2010 10 14 15 08 05 My Navigation Link Title 0400 PUBLISHING OPTIONS PUBLISHED PARENT ITEM COMMENT SETTINGS Primary links My activities URL PATH SETTINGS Search disabled DISABLED NO ALIAS User list disabled FILE ATTACHMENTS Create content NO ATTACHMENTS Certificate Image Learning group Page Product Profile Story Log out lt Primary links gt My activities ILLIC C DII COLOIOC PRINTER E MAIL AND PDF VERSIONS Save Preview View changes u 2010 EthosCE You can set the order that it appears in by using the weight settings Higher numbers sink to the bottom Lower or negative numbers float to the top WEIGHT 0 v Click save when you are finished Your page s URL will automatically be created from the page title This will help search engines find your content Version 3 2 November 2011 Page 11 of 88 Site Content Managing Site Content Overview This section contains instructions for how to find edit and delete content Step 1 In the admin menu select Admini
54. right side under the Question Bank section go to Create a Question You can select your question type We will be showing you how to add a Multiple Choice question with choices Create new question 3 Choose Calculated Description __ Essay Actia Matching Embedded answers Cloze cA E Multiple Choice Short Answer Select all De Numerical With selecte Random Short Answer Matching True F alse Default for wednesday course 1 B Add 1 bea random questions Add 2 Step 4 Selecting your question type should automatically direct you to where you will add your question and answers Enter the Name of your Question In the text field under Question text input your question Version 3 2 November 2011 Page 62 of 88 Question Management General 2d VE Question name DEMO QUESTION x 8 1 8pt 7 Wl ABZ US FERRE 145 jua Looe OSA o Y DEMO QUESTION Step 5 Configure settings as desired Click the D icons for more help Default question grade y Penalty factor Q 0 1 feedhack Q Trebuchet W 16 199 lun BUS x x mm gt FEE 1k LIE ES Lo we OSA o A Path QE tiple answer One answer ory n e choices Y M Step 6 Enter the answer choices Choice 1 will be the first multiple choice answer If you have the grade as 100 that is the correct answer Choices with grades of None are the incorrect answers You may input general feedback th
55. rop items y Edit delete Version 3 2 November 2011 Page 8 of 88 Managing Menus Step 1 Click Add item as shown in the above image Step 2 Add the path and title Select the menu the new item is going to appear in If you have been editing the Primary links top nav menu it should already be selected Click Save when finished You may now drag and drop the new item to re order it Save Q Enter the page to the page Q Enter the menu label DESCRIPTION Jf Enabled Expanded PARENT ITEM lt Primary links gt Q Select the menu WEIGHT 0 v Persistant URL behavior h Version 3 2 November 2011 Page 9 of 88 Site Content Creating Site Content Overview This section contains instructions for how to add basic content to your site Important things to know This section only covers static content and does not include courses Step 1 In the admin menu select Create content then Page Image Learning group Page Product 5 Profile Story Step 2 Enter Basic Information Enter a title and description for your page Depending on your site s configuration you may be able to format your text using the text editor If you would like to add the page to a navigation menu you can do this now This is the page title BI U amp a This is the body or main content of the page Drag the handle to enlarge the editing area O ty Version 3 2 Novembe
56. sers meeting all selected criteria will be able to receive credit for this type You will be able to select Certificate Group for example Physician and non Physician Profile Data State License Degrees Special Interest etc You have the option to set the credit claiming so that the credit claiming page will skip completely if user is not eligible to claim credits Step 1 In the top right corner select the Credit tab Version 3 2 November 2011 Page 42 of 88 Credit Step 2 Check or Uncheck this option to skip the credit claiming screen Unchecking this option will result in the credit claiming screen displaying before the certificate is awarded for all users at all times even if they are not eligible to claim variable credit Checking the option will only show the credit claiming screen to those users who are eligible for a credit type with variable credit claiming enabled Application for credit Step 3 Click on Save Configuration when finished configuring settings as desired Version 3 2 November 2011 Page 43 of 88 Coupons Coupons Overview This section contains instructions for how to add and manage coupons Step 1 In the admin menu select Administer then Store Administration Administer Content management Site building Organic groups Site configuration Messaging Notifications Slide Library Store administration Step 2 Select Customers then Coupons
57. ster then Content Management Then click on Manage Content Administer Content management Site building Organic groups Site configuration Store administration User management Reports Manage content Help Find and manage existir Step 2 You can search for keywords which the title contains limit your search to type course news item page etc or if it s published unpublished and also perform bulk operations to the items listed Title contains Published Any gt Bulk operations hd Execute iz Execute Choose an operation Change the author of a post Delete node Execute arbitrary PHP script Make post sticky Make post unsticky Modify node fields Modify node taxonomy terms Promote post to front page Publish post Remove post from front page Unpublish post Version 3 2 November 2011 Page 12 of 88 Homepage Managing Your Homepage If your homepage does not include the standard dashboard the documentation for editing your home page will be included in separate documentation with your site s customizations Managing Your Homepage Standard Step 1 To access the dashboard go to your homepage and go to the admin menu Click on Dashboard and then Edit Step 2 You will then be able to move or remove sections blocks around on the page Use the icons that appear in the upper right hand of each section Click and drag the tool to move a section Note that you
58. tains instructions on how you can map a special set of rules to a certificate For example you could give a course type its own certificate This functionality is under active development at the time of this writing Fall 2010 and the interface shown below may have changed If your site was release prior to then it may not be present Prerequisites You will also need to have a certificate template already created You will use it to map criteria to the certificate You will also need to know the criteria you want to use In the example below we are using a learning course type as the criteria Actions Addrole settings Step 1 In the admin menu click Site configuration Administration tools 113 Lo 99 Certificates CCK Email Contact Form Settings Certificates On the page that loads in the top tabs click Criteria Then click New set Criteria Step 2 Give the criteria set a name and select a certificate template In this example have select the Sample Certificate Click Save Sample certificate Y Step 3 Click the middle icon to edit criteria Version 3 2 November 2011 Page 39 of 88 Certificates Sample Criteria Match Sample certificate Generic cert Sample certificate My Group Certificate Sample certificate 2010 EthosCE Click to edit criteria e Step 4 Set the criteria type criteria and value In the example below the criteria type is Node and
59. te should appear in the Existing Activities column in the course settings page Version 3 2 November 2011 Page 56 of 88 Course Objects Step 6 To edit this item go under Existing Activities where your Link to a file or web site is listed and click the small paper and pencil icon E To delete click the small trash can icon m EXISTING ACTIVITIES Link to a file or web site Adding List of files If you would like to display a list of files from the server for the user s view a list of PDFs for example this would be the course object to use Step 1 Click Add List of files under Actions to add it to your course Add List of files Step 2 Enter the Name and Summary into their respective fields Then click on Save and display BAdding a new Resource General Name y O Trebuchet 1 8pt oo us 6 BY S x Bj wv EXE 1 1 404 Ee qeenpDoogoomgpo Y Step 3 If you would like to edit or add files click on the Edit Files button Update this Resource Version 3 2 November 2011 Page 57 of 88 Course Objects Step 4 Upload files by clicking on Upload a File and then Browse Server Upload a file Max size 128MB gt Modified Action Upload this file Make a folder Select all Deselect all Upload a file Step 5 Click on the Course Settings tab when finished The item List of files should appear in the Existing Acti
60. the follow up evaluation is open to them FOLLOW UP NOTIFICATION MESSAGE Dear fullname A follow up survey is now available for the activity you recently completed activity name Please follow the link below to complete this short survey Save configuration Reset to defaults Step 3 Configure settings as desired Step 4 Click Save and return to course The item Evaluation or Follow up Evaluation should appear in the Existing Activities column in the course settings page depending on which option was selected Step 5 To edit this item go under Existing Activities where your Evaluation is listed and click the small paper and pencil icon zi To delete click the small trash can icon m Version 3 2 November 2011 Page 61 of 88 Question Management Question Management Overview This section contains instructions on how to manage to manage and import questions your questions once you have created a quiz or evaluation object There are two methods to add questions to your quiz Save and Display and Take Course Method 1 Save and Display Step 1 Once you have created your quiz object see section 3 under the Course Objects section go under e Existing Activities where your Quiz is listed and click the small paper and pencil icon Post Test ej a Step 2 Scroll down to the bottom of the page and click the Save and Display button Step 3 To the
61. tion contains instructions for how to manage users Important things to know User profiles are separate entities from User accounts User profiles are associated with user accounts but profiles are nodes user accounts are not Step 1 In the admin menu click User management Users Administer User management Access rules Permissions Profiles RealName Roles User settings Users Step 2 In the tab at the upper right click Add user Hello admin Logout Add user Step 3 Fill in all the fields necessary to create a user If you would like to notify the user of the new account you must check the box Notify user of new account When you are finished click Create new account Version 3 2 November 2011 Page 20 of 88 Users You must be logged in as an admin to search users Step 1 In the admin menu click Administer User management then Search Users Administer User management Access rules Manage users Permissions Profiles RealName Roles Search Users User settings Users Step 2 In the search field a user s username or e mail address can be entered Content Help Search Enter your keywords Step 1 In the admin menu click Administer User management Manage users Administer User management Access rules Manage users Permissions Version 3 2 November 2011 Page 21 of 88 Users Step 2 To n
62. u wanted one group or course to have a different certificate complete you can set certificate criteria This applies a special set of rules which would only be met for the course or group in question Once a user s certificate has been generated it is saved in the database and locked so that changes to the templates will not change the generated certificate This ensures that the learners will always have same certificate saved even if it is inadvertently changes If you need to change users certificates after they have been generated you may clear the certificate snapshots Step 1 In the admin menu click Site configuration then Certificate Click on the checkbox next to Use certificate snapshots Step 2 Once certificate snapshots are created you can click on the Clear tab to choose the course and clear snapshots Clear Version 3 2 November 2011 Page 27 of 88 Certificates Title DLC 11042011 Course 1 Step 1 In the admin menu click Site configuration Certificates If you don t see this click Site configuration EthosCE Settings EthosCE certificates Site configuration Addrole settings Administration tools CCK Email Contact Form Settings Certificates On the page that loads in the top tabs click New Template Templates Step 2 Select a title orientation and design your certificate Use the editor to enter text and image Step
63. uestion Management Step 1 Once you have created your evaluation object see section 5 under the Course Objects section go e under Existing Activities where your Evaluation is listed and click the small paper and pencil icon EXISTING ACTIVITIES Evaluation Step 2 Scroll down to the bottom of the page and click the Save and Display button Step 3 Click Questions Advanced settings Questions Preview Step 4 Select your question type and click the Add selected question type button We will use radio buttons for a multiple choice question in this example Advanced settings Questions Preview Questions D A quaetion pe Page Break Check Boxes Date Dropdown Box Essay Box Label Numeric D Moodie Docs for this page Radio Buttons Rate scale 1 5 You are logged in as Admin User Logout Text Box Yes No Return to Course Start Page uestion types RequireQuestion Name Version 3 2 November 2011 Page 68 of 88 Question Management Step 5 Enter the Question Name and Question Text The Question Text is the actual question Editing Radio Buttons question Question Name a Response Required Q Radio buttons Alignment G9 vertic Question Text 8 Trebuchet be 1 6p9 9 Wlug BUS SHE ke Bore BOGS DEMO QUESTION Step 6 Enter your possible answers Each answer has to be on its own line Then click Save Changes Possible answers Q Yes No Maybe
64. uration Store administration User management Reports Help Version 3 2 November 2011 Page 5 of 88 Terminology Terminology Overview This section contains definitions for terms that will be used in the training session Important things to know In this section we will show you how to clear your cache and the site cache which can be important when web development is underway Block Chunks of content that sit inside a page can contain nodes views menus or static content Browser Desktop or mobile software that renders the HTML into a viewable page For example Internet Explorer Firefox Google Chrome or Safari Cache a way of saving commonly used elements into memory so that they don t have to be reprocessed by the server and database This delivers the page much faster but can cause changes not to appear immediately Caching can happen at the database and browser How to clear your cache In Internet Explorer select from the top drop down Tools gt Internet Options gt Delete Check Temporary Internet Files and click delete How to clear the website cache As the admin user navigate to admin settings performance Scroll to the bottom of the page and click Clear cached data Course Objects A part of a course such as a pre test webcast evaluation or certificate Represented with icons in the course layout Learning Group Learning groups group together users with related educational
65. vities column in the course settings page Step 6 To edit this item go under Existing Activities where your List of Files is listed and click the small mi paper and pencil icon E To delete click the small trash can icon Adding a Camtasia Package or Webcast to a course Step 1 Click Add Link to a file or web site under Actions to add it to your course Add Link to a file or web site Add Step 2 Scroll down to the Link to a file or website section and click on the Choose or upload a file button Link to a file or web site Location http Choose or upload a file Search for web page Step 3 Click on Upload a file Upload a file Step 4 Click on Browse or Choose File and choose your camtasia package in zip format Then click on Upload this file Upload a file Max size 128MB gt Choose File No file chosen Step 5 Once your camtasia package uploads click Unzip to unzip the files Version 3 2 November 2011 Page 58 of 88 Course Objects File uploaded successfully Size Modified Action 71 3MB 6 June 2011 11 35 AM Choose Unzip List Restore Rename With chosen files rs Make a folder Select all Deselect all Upload a file Step 6 A list of files will appear and you can click OK to continue Click on Choose that is on the same row as the html file listed The html file is the file that n

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