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Smart Assessor User Guide (Learners)

1. omart Assessor User Guide Learners Contents Select a link below to access the relevant guidance Logging into Smart Assessor Retrieving your username or password Changing your password Updating your profile Contacting your guidance assessor Viewing your Smart Assessor course s Reviewing your course progress Recording time spent working on your course Uploading ePortfolio evidence Adding web based evidence to your ePortfolio Adding paper based evidence to your ePortfolio Mapping ePortfolio evidence to units and assessment criteria Viewing sessions and session plans created by your assessor Giving feedback following sessions Troubleshooting awarding excellence Central YMCA Qualifications part of Central Young Men s Christian Association Registered charity No 213121 Limited company registered in England 119249 Registered office 112 Great Russell Street London WC1B 3NQ YMCA is a trademark registered in Great Britain and Northern Ireland ISO9001 accredited Logging into Smarter Assessor Follow the link below and click on the Central YMCA Qualifications link http smartassessor co uk ClientGateway asp Central Sussex College Central YMCA Qualificatons Chichester College Enter your Username and Password a ee FQ smaras ESSOR MQ awarding NEXT GENERATION E PORTFOLIO SOFTWARE excellence Click here for help Home Login Logout Exit Welcome Admin Admin Login Username Pa
2. In this area you can add or edit the fields highlighted below View Edit your personal details UserlD CYQtest Password ay a wns You can also add or change your profile photo in this area Photo Awaiting Photo Choose File No file chosen lt _ awarding excellence Central YMCA Qualifications part of Central Young Men s Christian Association Registered charity No 213121 Limited company registered in England 119249 Registered office 112 Great Russell Street London WC1B 3NQ YMCA is a trademark registered in Great Britain and Northern Ireland ISO9001 accredited Contacting your guidance assessor Log into your Smart Assessor profile as indicated on page 2 of this document On your landing page click on the Contact Assessor link Welcome CYQTest Learner a pa Smart Session 2 Edit Contact Profile Facebook Assessor In the Framework Course Title area you ll see which guidance assessor s are assigned to the course s you are enrolled for Click on the envelope icon in the Assessor s email section to create and send your message Record of Achievement CYQTest Learner Personal Assessment Plan Evidence Library Training amp Assessment Plan Framework Course Title Start Date Assessor Assessor s e mail As DHr WL Level 2 Certificate in Customer Service QCF Dec 3 2012 CYQ Assessor info cyq org uk Mw t Email Subject Enter your subject here Enter your
3. Unit 1 Understanding Good Customer Service lt oE 5 0 48 Unit 2 Delivering Effective Customer Service n so EA o 0 Unit3 Planning for Self Development in Customer Service Ls Documents from your Assessor Legend Progress bars LE Learner progress unassessed evidence mapped to requirements B Assessor signed off requirements Ll Time elapsed Past end of course B Missing start end date or learner not in training Ooo Past end date in extension period file not yet opened by assessor F file viewed by assessor Electronic Evidence held externally Click to open this URL l Hardcopy evidence held externally See tooltip for location Second Assessor awarding excellence Central YMCA Qualifications part of Central Young Men s Christian Association Registered charity No 213121 Limited company registered in England 119249 Registered office 112 Great Russell Street London WC1B 3NQ YMCA is a trademark registered in Great Britain and Northern Ireland ISO9001 accredited CYQ Recording time spent working on your course The Smart Assessor timesheet should be updated after each activity that you carry out in working towards the completion of your course Log into your Smart Assessor profile as indicated on page 2 of this document On your landing page click on the Time Sheet link Menu Skills Scan Choose Units Schedule Portfol Welcome CYQTest Learner a Smart Ses
4. JA Gi aa Profile Facebook Assessor Click on the Evidence Library button Welcome CYQTestLearner esses 14 Record of Achievement CYQTest Learner Personal Assessment Plan _ Identify the file you d like to map against assessment criteria select the unit s the evidence maps to and click Save Evidence Filter E Assigned to Course All Edexcel BTEC Level 2 Certificate in Customer Service OCF _ Unit Unit Unit Evidence Name Description AFB Date Uploaded Size ES Type 5 2 Actions Enter 1 3 2013 5 Evidence Docume 29K8 00 S w i vx Evidence Document pee E 303 06 Pm 22E DO SI w vi Continued overleaf awarding excellence Central YMCA Qualifications part of Central Young Men s Christian Association Registered charity No 213121 Limited company registered in England 119249 Registered office 112 Great Russell Street London WC1B 3NQ YMCA is a trademark registered in Great Britain and Northern Ireland ISO9001 accredited CUQ Click on the tick v icon and map your evidence to the appropriate assessment criteria Evidence Filter Assigned to Course All Edexcel BTEC Level 2 Certificate in Customer Service QCF Evidence Name Description AFB Date Uploaded Size ES Type come bara toca Actions 1 2 3 a e Enter 1 3 2013 Evidence Document ea ae 3 03 06 PM 12 29KB DO SI JS h fm Please note you will only be able to access this area once the tick icon
5. has turned green which will happen if you have followed the instructions on the previous page Select All PC s Map Know how to improve personal performance in customer service 1 1 Identify common strengths and weaknesses for customer service practitioners 1 2 Identify common development needs for customer service practitioners 1 3 State how to draw up development objectives to improve performance in customer service roles 1 4 Outline how experiences of customer service can help to develop customer service performance 1 5 Identify appropriate people to give feedback on customer service performance 1 6 Outline the process of reviewing and updating customer service personal development plans 1 7 Describe the value of discussing personal customer service learning with others ow how to develop customer service skills 2 1 Outline development activities that could form part of a personal development plan 2 2 Outline how to review personal strengths and development needs to aid personal development in customer service 2 3 Outline how to obtain feedback from others to aid personal development in customer service 2 4 Describe how to respond to feedback to aid personal development in customer service 2 5 State common sources of information that can be used to extend knowledge of organisations products and services 2 6 Identify sources of information on customer service knowledge and skills that can help customer service prac
6. using the Save button and then email your guidance assessor to inform them that you ve added some evidence to your ePortfolio If applicable you should also update your timesheet awarding excellence Central YMCA Qualifications part of Central Young Men s Christian Association Registered charity No 213121 Limited company registered in England 119249 Registered office 112 Great Russell Street London WC1B 3NQ YMCA is a trademark registered in Great Britain and Northern Ireland ISO9001 accredited CQ Adding paper based evidence to your ePortfolio Please note that this is only appropriate if you have already sent hard copy evidence to your guidance assessor Log into your Smart Assessor profile as indicated on page 2 of this document On your landing page click on the My Courses link Welcome CYQTest Learner id Change Password Smart Session 2 Edit Profile f Contact Facebook Assessor Click on the Evidence Library button Welcome CYOTest Learner Record of Achievement CYQTest Learner 13 Personal Assessment Plan Training amp Assessment Plan Select the Paper Hardcopy radio button add a brief description of where the paper evidence is held and click on Add Paper Evidence Evidence Library Select evidence format Upload File Link Using URL Paper Hardcopy Use other completed units When using Hardcopy evidence please enter information below which help locat
7. ve chosen your file upload it to your ePortfolio using the Upload button Welcome CYOQTest Learner Evidence Library Select evidence format a upioaa File Link Using URL Select Browse to upload evidence f This will then be added to your Evid Choose File No file chosen Welcome CYQTest Learner Evidence Library m Select evidence format Upload File Link Using URL Paper Hardcopy Use other c Select Browse to upload evidence from your hard disk This will then be added to your Evidence Library below where you can cr Choose File Evidence ent docx Upload 4 Continued overleaf awarding excellence Central YMCA Qualifications part of Central Young Men s Christian Association Registered charity No 213121 Limited company registered in England 119249 Registered office 112 Great Russell Street London WC1B 3NQ YMCA is a trademark registered in Great Britain and Northern Ireland ISO9001 accredited CUQ Give your file a name and description and select the appropriate assessment method s using the key at the bottom on the page Welcome CYQTest Learner Evidence Description and Assessment Method Uploaded evidence file F Evidence Document docx 12 29KB Evidence uploaded by CYQTest Learner L on 1 3 2013 3 03 06 PM This file will be uploaded to your Evidence Library First please give it a Name and Description and select the Assessment Method from the options below
8. Name Evidence Document Description Enter description here Assessor Feedback Assessment Method DO WT PE QA PS DI Sl ET RA OT APL RPL Upload Copy of Signature Choose File No file chosen Assessment Method Legend lt q DO Direct Observation WT Witness Testimony PE Product Evidence QA Questioning amp Answers PS Personal Statement DI Discussion SI Simulation ET Exams and Tests RA Reflective Account OT Other APL RPL Recognised Prior Learning Save this information using the Save button and then email your guidance assessor to inform them that you ve uploaded some evidence for review Welcome CYQTest Learner Evidence Description and Assessment Method Uploaded evidence file 5 Evidence Document docx 12 29KB Evidence uploaded by CYQTest Learner L on 1 3 2013 3 03 06 PM This file will be uploaded to your Evidence Library First please give it a Name and Description and select the Assessment Method from the options below Name Evidence Document Description Enter description here Assessor Feedback p Last Updated by Last Updated on Remaining charac ters Assessment Method DO v WT PE QA PS DI SIA ET RA OT APL RPL _ gt If applicable you should also update your timesheet at this stage awarding excellence Central YMCA Qualifications part of Central Young Men s Christian Association Registered charity No 213121 Limited com
9. arding excellence Central YMCA Qualifications part of Central Young Men s Christian Association Registered charity No 213121 Limited company registered in England 119249 Registered office 112 Great Russell Street London WC1B 3NQ YMCA is a trademark registered in Great Britain and Northern Ireland ISO9001 accredited CYQ Changing your password Log into your Smart Assessor profile as indicated on page 2 of this document On your landing page click on the Change Password link Menu Skills Scan Choose Units Schedule Portfolio Resources Profile Join my smart session Timelog Click here for help Home Menu Logout Exit Welcome CYQTest Learner a z Smart Change Session Password Type in your new password and click on Update View Edit your personal details UserlD C Qtest awarding excellence Central YMCA Qualifications part of Central Young Men s Christian Association Registered charity No 213121 Limited company registered in England 119249 Registered office 112 Great Russell Street London WC1B 3NQ YMCA is a trademark registered in Great Britain and Northern Ireland ISO9001 accredited Updating your profile Log into your Smart Assessor profile as indicated on page 2 of this document On your landing page click on the Edit Profile link Menu Skills Scan Choose Units Schedule Portfoli Welcome CYQTest Learner a pn Smart Session f Facebook
10. e the relvent paperwork including page numbers This will link to your Evidence Library below where you can cross reference it across your mandatory and optional Units Evidence located on page 4 of the document titled CYO Test Learner evidence lt j Add Paper Evidence 4 As with the file upload process give your file a name and description and select the appropriate assessment method s using the key at the bottom on the page Once completed save the information using the Save button and then email your guidance assessor to inform them that you ve added some evidence to your ePortfolio If applicable you should also update your timesheet awarding excellence Central YMCA Qualifications part of Central Young Men s Christian Association Registered charity No 213121 Limited company registered in England 119249 Registered office 112 Great Russell Street London WC1B 3NQ YMCA is a trademark registered in Great Britain and Northern Ireland ISO9001 accredited CUQ Mapping ePortfolio evidence to units and assessment criteria This is an optional feature and you can ask your guidance assessor to map your evidence for you if you are unsure what specific units and assessment criteria your evidence maps to Log into your Smart Assessor profile as indicated on page 2 of this document On your landing page click on the My Courses link Welcome CYQTest Learner a T Smart Session Change Password
11. hooting lf you are unable to resolve a query using this guide please contact the Professional Development Team at professionaldevelooment cyq org uk for further assistance In your email please include the following e Your name e A contact telephone number e A description of your query please use screen shots if necessary to illustrate the problem You will receive a response to your query within 1 working day of submission Monday Friday 9am 5pm excluding Bank Holidays awarding excellence Central YMCA Qualifications part of Central Young Men s Christian Association Registered charity No 213121 Limited company registered in England 119249 Registered office 112 Great Russell Street London WC1B 3NQ YMCA is a trademark registered in Great Britain and Northern Ireland ISO9001 accredited 18
12. j Comments Enter comments here gt me A record of this and all other activities will be kept at the bottom of the timesheet page To date you have spent 4 hour s on the course Activity recorded so far On With Ti Activity Type Unit i NE the Comment Date Recorded by Actions l Job Traditional face to face session nape a E 2 00 Yes er 4 1 2013 iee delete Service Assessor here Learner L a experience by meg Delivering Effective Customer 2 00 12 12 2012 CYQTest PrE doing my job Service Learner L awarding excellence Central YMCA Qualifications part of Central Young Men s Christian Association Registered charity No 213121 Limited company registered in England 119249 Registered office 112 Great Russell Street London WC1B 3NQ YMCA is a trademark registered in Great Britain and Northern Ireland ISO9001 accredited Uploading ePortfolio evidence Log into your Smart Assessor profile as indicated on page 2 of this document On your landing page click on the My Courses link Welcome CYQTest Learner a fi Change Password Smart Session A Gi a Profile Facebook Assessor Click on the Evidence Library button Welcome CYOTest Learner Record of Achievement CYQTest Learner Personal Assessment Plan 10 Training amp Assessment Plan To upload a file ensure the Upload File radio button is selected and use the Choose File button to browse for your file Once you
13. message text here This will be sent as a standard email to your guidance assessor s email address awarding excellence Central YMCA Qualifications part of Central Young Men s Christian Association Registered charity No 213121 Limited company registered in England 119249 Registered office 112 Great Russell Street London WC1B 3NQ YMCA is a trademark registered in Great Britain and Northern Ireland ISO9001 accredited Viewing your Smart Assessor course s Log into your Smart Assessor profile as indicated on page 2 of this document On your landing page click on the My Courses link Welcome CYQTest Learner is d an Smart Session Change Password JA Gi aa Profile Facebook Assessor You can review the course s you are enrolled onto and each course s Awarding Body at the top of this screen Welcome CYQTest Learner Record of Achievement CYQTest Learner Personal Assessment Plan Gap Analysis Evidence Library Training amp Assessment Plan Framework Course Title Start Date Assessor Assessor s e mail Assessor s Telephone Next Session Actions Dhana WL Lea i Cars eee te D a BS Dec 32012 CYQ Assessor info cyq org uk lt 01234 567 890 ye Awarding Body Registration Number Registration Date Complete Extension Date Overall progress EDEXCEL 12 3 2012 Dec 31 2013 EJ In this section you can also review information such as your course start date guidance assessor details registration n
14. pany registered in England 119249 Registered office 112 Great Russell Street London WC1B 3NQ YMCA is a trademark registered in Great Britain and Northern Ireland ISO9001 accredited Adding web based evidence to your ePortfolio Log into your Smart Assessor profile as indicated on page 2 of this document On your landing page click on the My Courses link Welcome CYQTest Learner fi Smart Session Change Password Ba Profile f Contact Facebook Assessor Click on the Evidence Library button Welcome CYOTest Learner Record of Achievement CYOTest Learner 12 Personal Assessment Plan Training amp Assessment Plan Select the Link Using URL radio button and enter a link to the site containing your evidence and click on the Add Link button Evidence Library Select evidence format Upload Fitel JLink Using URL Paper Hardcopy Use other completed units Enter URL where the evidence can be found i e http www MyLocalServer com MyEvidence doc This link will then be added to your Evidence Library below where you can cross reference it across your mandatory and optional units http www MyLocal erver com MyEvidence doc ____ Verify Link _ _ __ As with the file upload process give your file a name and description and select the appropriate assessment method s using the key at the bottom on the page Once completed save the information
15. rademark registered in Great Britain and Northern Ireland ISO9001 accredited Viewing Sessions and session plans created by your assessor Log into your Smart Assessor profile as indicated on page 2 of this document On your landing page click on the My Courses link Welcome CYQTest Learner a Smart Change Session Password Profile Facebook Assessor s Edit f Contact Click on Learning and Assessment Plan Record of Achievement CYQTest Learner Curriculum Vitae CV Evidence Library Learning amp Assessment Plan 4 16 Any sessions created for you by your assessor will appear in this screen ae Legend Filters for Activities and actions 7 tat Activites colour click to change session date a petites sans o Learner action colour i More info via tooltip P Session No Date Start End Type Assessor Attended To Do Learner Feedback 13 5 2013 Session 1 10 30 nf Ey Formal Review CYQ Assessor gt E You can also view any documents such as action plans that your assessor has attached to the session by clicking on the icon New session ae Session No 3 d Filters for Activities and z Both x Units Session TE Session No FE Session 1 awarding excellence Central YMCA Qualifications part of Central Young Men s Christian Association Registered charity No 213121 Limited company registered in England 119249 Registered office 112 Grea
16. sion Select an Activity Type the Unit that the activity relates to the name of your guidance Assessor the Time Spent on the activity and the Date of the activity E Timesheet Record your time spent working on your course During your course you will need to record your time spent undertaking different activities when you are not with your assessor This could be time spent on reading course materials researching topics within your course or time spent working on your portfolio or preparing Actual Smart or Traditional sessions booked in SmartAssessor are automatically added for you to your E Timesheet once they have been marked as attended by your assessor Use the form below to fill in your time and activity Please remember to do this each time you undertake an activity for the course It is always easier to do this when it is fresh in your mind rather than coming to it at a later date and trying to remember what you previously did Activity Type Unit Assessor Time Spent Date Traditional face to face session Unit 1 Understanding Good d 3 CYQ Assesso ew 4 1 2013 Select whether the activity was On the job Off the job or neither Not applicable add a description of the activity and then click on the Submit Activity button Activity Type Unit Assessor Time Spent Date Traditional face to face session M Unit 1 Understanding Good Ct M CYQ Assessor 2 hr 7 4 1 2013 Not applicable On the Job Off the job lt
17. ssword SSSSas en ess Forgot your username or J password Welcome to Smart Assessor Next Generation E Portfolio Software Solution Click on Login Login Username Password Forgot your username or i x pn Welcome to Smart Assessor Next Generation E Portfolio Software Solution awarding excellence Central YMCA Qualifications part of Central Young Men s Christian Association Registered charity No 213121 Limited company registered in England 119249 Registered office 112 Great Russell Street London WC1B 3NQ YMCA is a trademark registered in Great Britain and Northern Ireland ISO9001 accredited Retrieving your username or password Follow the link below and click on the Central YMCA Qualifications link http smartassessor co uk ClientGateway asp Central Sussex College Central YMCA Qualificatons Chichester College Click on the Forgot your username or password option Login Username Password Forgot your user j ee Welcome to Smart Assessor Next Generation E Portfolio Software Solution password To retrieve your username enter your email address into the Email field and click Submit Alternatively to retrieve your password enter your username or email address into the appropriate field and click Submit Forgot your username or password Enter you username or email and we will send it to you Username Email aw
18. t Russell Street London WC1B 3NQ YMCA is a trademark registered in Great Britain and Northern Ireland ISO9001 accredited Giving feedback following your sessions Log into your Smart Assessor profile as indicated on page 2 of this document On your landing page click on the My Courses link Welcome CYQTest Learner a Smart Change Session Password Profile Facebook Assessor s Edit f Contact Click on Learning and Assessment Plan Record of Achievement CYQTest Learner E lt _ _ Evidence Library 17 Find your recent session and click on one of the icons indicated below Session No Date Start End Type Assessor Attended To Do dbs 0 100 0 mun Session 20 8 2013 11 00 12 00 General CYQ Assessor Attended yw Complete your feedback and click on Submit Learner Feedback How do you feel What has gone well 4 Delighted rA Satisfied List 5 things you have learnt since our last session Dissatisfied What could we improve 4 General Comments General Comments Cancel Close awarding excellence Central YMCA Qualifications part of Central Young Men s Christian Association Registered charity No 213121 Limited company registered in England 119249 Registered office 112 Great Russell Street London WC1B 3NQ YMCA is a trademark registered in Great Britain and Northern Ireland ISO9001 accredited CYQ Troubles
19. titioners to develop If desired add comments against each criterion explaining what part of the evidence you ve created meets that particular criterion 15 Map Know how to improve personal performance in customer service Gaps Comment Sign Off m 1 1 Identify common strengths and weaknesses for customer service practitioners 1 2 Identify common development needs for customer service practitioners m A 1 3 State how to draw up development objectives to improve performance in customer service roles m emm General comment for this Task PC Mapping Max 500 Char comment here gt Cancel Close Click on Save and return to return to the Evidence Library V 2 1 Outline development activities thai av 2 2 Outline how to review personal str 2 3 Outline how to obtain feedback fre 2 4 Describe how to respond to feedbi 2 5 State common sources of informati 2 6 Identify sources of information on See and return lt 4 Once you have mapped your evidence email your guidance assessor to inform them that you ve mapped some ePortfolio evidence to assessment criteria If applicable you should also update your timesheet awarding excellence Central YMCA Qualifications part of Central Young Men s Christian Association Registered charity No 213121 Limited company registered in England 119249 Registered office 112 Great Russell Street London WC1B 3NQ YMCA is a t
20. umber registration date and target completion date awarding excellence Central YMCA Qualifications part of Central Young Men s Christian Association Registered charity No 213121 Limited company registered in England 119249 Registered office 112 Great Russell Street London WC1B 3NQ YMCA is a trademark registered in Great Britain and Northern Ireland ISO9001 accredited Reviewing your course progress Log into your Smart Assessor profile as indicated on page 2 of this document On your landing page click on the My Courses link Welcome CYQTest Learner T Change Password an Smart Session 2 4 Edit Contact Profile Facebook Assessor Beneath the Framework Course Title area you ll see all of the units belonging to your course s and a series of progress bars Use the key below this area to interpret your progress bars Framework Course Title Start Date Assessor Assessor s e mail Assessor s Telephone Next Session Actions Edexcel BTEC Level 2 Certificate in Customer Service QCF Dec 3 2012 CYQ Assessor info cyq org uk 01234 567 890 D Awarding Body Registration Number Registration Date Complete Extension Date Overall progress EDEXCEL 12 3 2012 Dec 31 2013 Actual Course Progress 10 Green 36 Criteria with evidence attached Orange i lt lt Course duration 12 3 2012 to 12 31 2013 7 SS A d Unit Unit Titles Evidence ame Completed Assessed IQA Sign off y i A 24 44

Smart Assessor User Guide (Learners)

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