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bksbLIVE® User Guide

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1. 1 Username First Name Last Name 2 lohnElliss John Elliss AyanPatel Ayan Patel LouiseClayton Louise Clayton 5 AlfonsoVasquez Alfonso Vasquez IRichardHarris Richard Harris MikeSullivan Mike Sullivan 27 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 Step 4 Log in to your bksbLIVE account as an administrator and select the Mass Upload tab Within the mass upload screen click on the button called Click Here The button text will change to Hold ctrl v or right click and paste see screenshots below Mass upload Mass upload Start again Start again Step 1 Paste spreadsheet content Step 1 Paste spreadsheet content Click the box that looks like a spreadsheet below and paste y Click the box that looks like a spreadsheet below and paste Jit doesn t automaticaly process the spreadsheet then ci ifit doesn t automaticaly process the spreadsheet then ch B C D 1 Username First name Last name Group A B C D Username First name Last name Group Hold ctri or Click here right click and paste Step 5 Select CTRL V on your keyboard or right click with your mouse and select Paste from the pop up menu to paste the data into your bksbLIVE account After pasting the data a dialog box will appear indicating that the data is being processed Processing data This will take around 5 s
2. If an error is detected during the upload any user s with errors will be automatically 29 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 excluded as the upload progresses with errors highlighted under the status column For example in the screenshot below have attempted to upload 6 users to an account except that the account already contains 4 of these users The system has therefore identified am attempting to register existing usernames and has highlighted the errors x JohneElliss John Elliss X View error x AyanPatel Ayan Patel X View error x LouiseClayton Louise Clayton X View error x AlfonsoVasquez Alfonso Vasquez X View error x RichardHarris Richard Harris Valid row Va walid row x MikeSulivan Mike Sullivan Selecting the View error button will show a dialog box which identifies the nature of the error in this case for all of the users with errors they already exist in the system The user already exists No upload action was taken When uploading large numbers of users it may be impractical to review the data to see whether any errors have occurred Therefore in the upper part of the screen are 4 buttons to assist you with the mass upload process All rows Show errors Show Uploaded Show deleted rows a All rows button this will display all rows rows uploaded any rows deleted and those with errors b Show errors
3. If you are happy with the default course for this user then select the next button in the bottom right corner of the screen If however you wish to add another subject to a particular learner s course simply scroll through the available subjects in the left hand panel until you reach the subject you are looking for Next click on the green symbol adjacent to the subject the subject will be moved over to the right hand panel and will now appear on the user s homepage when they next login English 2013 Maths 2013 Learning Styles If you add a subject in error simply click on the red X symbol to remove that subject to return back to the left hand panel Should you wish to assign a user a specific course different to the default course the course can be modified by logging in as a tutor searching for the user and manually amending their account For more information see Section C Account Management Once you have selected the next button in the bottom right corner of the screen a new screen Step 3 Select Groups will be displayed Create Student Motor Vehide 2011 Hairdressing 2011 Plumbing 2011 My groups has no Filter options Hairdressing 2012 Plumbing 2012 Motor Vehice 2012 Regional Advisers Office Manager 12 05 If at this point you have not created any groups you may skip the next step and select the done button in the bottom left of the screen By def
4. 19 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 Manage Groups Tab Under this tab the administrator can e Add a tutor to a group so the tutor has access to that group via their My Groups Also permits access to a group if that group has been set to private e Remove a tutor from a group this action removes the group from the tutor s My Groups e Edit a group such as change the name edit the group description or delete a group e Make a group private Upon selecting the Manage Groups tab by default the My Groups tab will be highlighted and any groups that were added to your My Groups when the group was created will automatically appear on the right of the screen If you do not have any groups assigned to your My Groups then no groups will appear MC Simple Group Se Click the group name to edit the group s settings Motor Vehicle 2011 Hairdressing 2011 Plumbing 2011 Hairdressing 2012 Plumbing 2012 My groups has no filter options Motor Vehicle 2012 Regional Advisers Office Manager 12 05 By selecting the name of a group a window will rise up on the right of the Dn Group Settings for Hairdressing 2012 screen to reveal additional information By making this group private it means that all members of the group will be i i i hidden in all search s within bksb Tutors added to the list below will have the an d O pt IO
5. Change your password If the tick box User must change You need to change your password password on first login was ticked Complete the form below to reset your password when the account was originally Old password LEELEE created then after confirming your New Password es Retype password ss account another dialog box may Change Password appear asking you to change your password The old password was the one just used to log in using Step 2 above After completing all fields click the Change Password button Step 5 Register your e mail address bksbLIVE incorporates a password and username recovery system should you forget your log in details It is highly recommended you enter an e mail address as this will enable you to recover your log in details without having to contact bksb support or administrator if another administrator has been created for your account If when your account was created an e mail address was NOT entered into the password field you will be given the option to add an e mail address at this stage To register an e mail address type an e mail address into the email field and click the Save email address button Register your email address bksb has now introduced a Forgot details button to the login page For this function to work you need to register an email address with your account Email Save email address If you don t wish to su
6. If hyperlinks 1 2 3 4 etc are displayed at the bottom of the search window then this means that your search has found more results than can be displayed on a single screen Therefore you may have to select the hyperlinks to show additional results to locate the group you seek Advanced Group Search Under the Advanced Group Search tab you can carry out additional searches for any group tags that may have been added to the account by an administrator In the example screenshot below a group was created to hold the assessment results of users who were being assessed for recruitment purposes for a particular position When the group called Office Manager 12 05 was created a group tag which had already been created called Vacancies was used to add additional information to this group in the form of a word to describe the nature of the position in this case Office By adding this information in advance to the group it allows for searches of any group in the system where the additional information area was tagged with the word Office rch Beet EE Tee i Group Search Group Name Groups Group Search Advanced Search Office Manager 12 05 Advanced Student Search Vacancies office So to carry out a search select the Advanced Group Search tab type into the field the word you wish to search for and select the search button Note that you must type the full search term correctly
7. provide access to the remaining users not displayed A search field is provided to enable you to narrow down the search The search criteria can be modified by selecting the checkboxes called Username First Name and Last Name Search mal Username 103521 BrianInman Brian DavidMaxwell David DonatellaRomano GajrupSharma Gajrup TanLilliman Ian IanMarchetti JackMacmillan Ian Jack KaamilHamada Kaamil Lilli MaeGunn LouiseMartinez Louise MaisieSmith Manamitanaka Maisie Manami Marcin Marek MarcinKaminska MarekPalinski MargaretCollins MarkRoach NanamiYamamoto Mark Nanami PrishaRaman Prisha First name Madelaine Donatella Lilli Mae Margaret Username i First name W Last name Last name Remington Inman Maxwell Romano Sharma Lilliman Marchetti Macmillan Hamada Gunn Martinez Smith Tanaka Kaminska Palinski Collns Roach Yamamoto Raman Selected users No users selected Click the checkbox next to a user to add them to this list As you can see in the screenshot above a search for ma has not only found all usernames beginning with ma as in MaisieSmith but also found where ma exists within the Username First name and Last name making it very easy to search for users 32 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 e Step 3 You have now reached the point where you
8. tab is highlighted To create a new tag select the button Add Tags Additional details User Tags Add Tags Add a new group ta Fill an Be detala below and then chek on the Create Tag bution te create fhe mew En Name Centre Location In the field called Tag Name type a name and select the Create Tag button Do not use apostrophes or the ampersand amp symbol A new entry will now appear under the tag name you have chosen Additional details User Tags Add Tags Centre Location Edit tag x Remove Tag lt Note that access to the tag information is User type M Student E Tutor E Admin dependent on the type of tag created For example a group tag only appears when Centre Location you are adding or reviewing groups Similarly a user tag only appears when you are adding reviewing user information In the screenshot right we can see an extra field is now available called Centre Location into which you can type additional information i e London or Manchester etc Creating a group tag This process is similar Additional details to the one already explained for user tags To create a new tag select the Group Tags tab then select the button Add Tags In the field called Tag Name type a name and select the Create Tag button Do not use apostrophes or the ampersand amp symbol A new entry will now appear under the tag name you have chosen Group Tag
9. Username as this action will automatically select ALL users displayed in the search window Note that this action only adds ALL the users displayed in that window If hyperlinks 1 2 3 etc are displayed at the bottom of the search window then this means that your search has found more results than can be displayed on a single screen Therefore select the hyperlinks in turn to display further users and select their checkboxes as necessary to move them into the Selected users list in preparation to move them into the archive As users appear on the right of the search window two buttons will appear beneath the usernames 1 Clear selected button Clears ALL selections and returns them back to the search window results 33 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 2 Archive selected button Selecting this button will add any usernames which have their checkbox ticked to the highlighted archive they will also be visible in the All archived users folder Should you wish to remove an individual user from the Selected users simply un tick their respective checkbox and they will be removed and moved back into the search results Once you are happy with your choice of users to be archived select the Archive selected button and those users will be added to the archive These users will now appear on screen when the Engineering 2012
10. button this will display any rows with errors Show Uploaded button this will display all users that were uploaded d Show deleted rows button this will display any users that you have manually deleted from the imported list of users 2 All of the uploaded learners will now have accounts created as per the username assigned in the spreadsheet with a default password of password all lower case If you wish to upload another spreadsheet of users simply select the button in the top left of the screen called Start again Start again 30 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 Archive Tab The archive feature is a powerful tool for managing users whose accounts are no longer required perhaps because the user has completed their course or perhaps the user was an employee with tutor or admin rights and has left the organisation Rather than asking for their account to be deleted an administrator can now archive a user in a way that deactivates their account and log in removes them from the database of current users yet still offers the opportunity to a search for the learner b review their results and c return them back to an active user if required Below is a screenshot of the archive manager window Upon loading by default the archive manager will display the contents of the highlighted folder called All archived users Note that w
11. folder icon is selected on the left of the screen However note that ALL archived learners by default are also added to the group called All archived users Archive a User s Method 2 After searching for the user s select the user s NAME and an options window will appear Selecting the Archive user hyperlink will immediately archive that user in one simple action Search ma 7 Username First name Last name Username First name Last name Selected users BrianInman Brian Inman 7 i No users selected Options for David Maxwell DavidMaxvrell Add to Selected users list Archive user Click the checkbox next to a user to add them to DonatellaRomano Donatella Romano this list GajyrupSharma Gajrup Sharma gt lanuilliman Ian Liliman M lanMarchetti Ian Marchetti Selecting the hyperlink Add to Selected users list carries out the same function as selecting their relevant checkbox and adds them to the Selected users list on the right of the window Search ma W Username First name Last name Username First name Last name Selected users BranInman Brian Inman I DavidMaxwell i DavidMaxwell David Maxwell 1 DonatellaRomano Donatella Romano Elenselpstes GajrupSharma Gajrup Sharma Archive selected lanuilliman Ian Lilliman lanMarchetti Ian Marchetti Continue selecting the individual users you wish to archive by ticking the relevant checkbox to the left of their userna
12. group Next select the Add Tutor button and a search dialog box will appear The system provides many ways to search for the tutor You can search by Username First Name or Last Name You will note that as you type results that match your search criteria will appear Typing more characters will narrow down the search If the search does not bring any results it may be possible that the tutor s account has been moved to the archive By selecting the tick box Include Group Settings for Office Manager 12 05 e e By making this group private it means that all members of the group will be a rch ived lea rners In sea rch J th e hidden in all searches within bksb Tutors added to the list below will have the i roup added to their My Groups list so they can view the learner s results search vvill be expanded to any anne aa y Private Yes No users within the archive From the search results you can add one or Tan Lilliman IanLilliman Ian Marchetti IanMarchetti their name s Ian Clayton IanClayton more tutors to a group by selecting Each time you select a name you will be immediately taken back to the settings panel where the name Add Tutor Edit Group of the tutor selected will now appear To add another tutor select the Add Tutor button again and you will be taken back to the search results to repeat the process 22 bksbLIVE User Guide Copyright 2013 Vision West Notts College Suppo
13. hyperlink Add to batch process list carries out the same function as selecting their relevant checkbox and adds them to the Batch process list on the right of the window Add user s to this archive Add group to this archive Convert group to an archive group Search di Username First name W Last name Username First name Last name Batch process list m AliciaMarino Alicia Marino AmandaWilson 7 AmandaWilson Amanda Wilson Selected user s options gt Amandeep Mittal Amandeep Mittal CJ AshleyNewman Ashley Newman Add to group Es EE Restore to normal user BiancaMancini Bianca Mancini Clear batch list Should you wish to include all users displayed a quick way of doing this is to select the checkbox to the left of the word Username as this action will automatically select ALL users displayed in the search window Note that this action only adds ALL of the users displayed in that window If hyperlinks 1 2 3 4 etc are displayed at the bottom of the search window then this means that your search has found more results than can be displayed ona single screen Therefore select the hyperlinks in turn to display further users and select their checkboxes as necessary to move them into the Selected users list in preparation to restore them back to current active users Once you are happy with your choice of users to be restored select the Restore to normal user button and those users
14. in order to capture additional user information which may make administration of your account easier These extra fields are Tags created by the 17 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 administrator under the Settings tab top left of the screen D Add this Group to My Groups My Groups are similar in concept to the favourites in your internet web browser If you have responsibility for a number of groups it is very easy to add any group to your personal My groups then when running reports it is very easy for you to locate and run reports on those groups of most interest to you continue with the process of creating a group and adding learners to the group 1 Before discussing the tick box titled Make this Group private I will After adding a group name and possibly adding a description and selecting the My Groups tick box click on the next button in the bottom right of the screen In the next screen you are now asked to select a student s to add to this newly created group If you have NO students currently in the system or wish to add students later simply skip the remainder of this section by selecting the Done button in the bottom right of the screen Alternatively if you wish to now add students continue reading below Adding Students to a Group The group is now ready to accept students If you wish to add
15. in to bksbLIVE as an Administrator or Tutor for the first time Step 1 To log in to bksbLIVE First open a web browser and in the address bar type the web address supplied to you www bksblive co uk bksbLlivel PentagonTrainingservicesLtd default aspx Ensure that you use the correct web address assigned to you Using a search engine to access a bksbLIVE log in page will be fruitless as your user account details will only apply to your specific account Step 2 Log in to your account bksb Training On the log in page you will see two fields in the left field type your username reference or i Username student ID supplied to you Note that this field is aes es NOT case sensitive therefore you can use upper RESTE or lower case characters In the password field he Sa type the password supplied to you Please note that the password IS case sensitive Step 3 Confirm your account A dialog box will appear asking you to confirm this is your account If the details are correct select the CONFIRM button If the account is not yours then select the link This is not my account and check your log in details are correct First time logging in Please confirm that the details below are correct Username HeatherWallace First name Heather Last name Wallace Confirm This is not my account 4 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 Step 4
16. will revert back to being a current active user and their login reactivated Add a whole user group to a specific archive The archive system allows the administrator to take the contents of an active user group and add it to an archive group An example scenario might be where you have a number of students in a group called Hairdressing 2011 The administrator wishes to do some housekeeping and has already created an archive called Archive 2011 It is the intention of the administrator to move all 2011 students from their respective groups into this single archive and is unconcerned with retaining their original group names a Step 1 Continuing with the scenario the administrator highlights the folder Archive 2011 and selects the Add group to this archive button A search window will appear displaying all groups currently active within your bksbLIVE account 36 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 The list also displays the current number of users within that group such as Plumbing 2012 Users 15 Search Selected group Group name Employees Users 0 Hairdressing 2011 Users 8 Hairdressing 2012 Users 7 Motor Vehicle 2011 Users 9 Motor Vehicle 2012 Users 7 Plumbing 2011 Users 6 Plumbing 2012 Users 15 Regional Advisers Users 11 Step 2 The administrator selects the group they wish to archive in this case Hairdr
17. ELLS ER ea do en 32 Method LS re areas 33 Method Zinc ne ne ne 33 Restoring an archived user s se 35 Method Las ns 35 WCE OG Re ah rm 35 Add a whole user group to an archive 36 Creating a named archive from an existing group 37 Rename an archive group 39 Delete remove an archive group eeeeoueenan ee 39 2 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 Creating a desktop shortcut add bksbLIVE to your favourites To make it easy for you to access the bksbLIVE assessment platform it is advised you create a desktop shortcut or browser favourite bookmark To create a desktop shortcut using Internet Explorer type the web address provided into the address bar of your web browser and press return on the keyboard to load the bksbLIVE log in page Next click on the e icon to the left of the http in the address bar with your mouse and drag it onto your desktop Finally right click on the newly created desktop icon select Rename from the drop down menu and rename the shortcut to something like bksbLIVE Pin to Taskbar Pin to Start Menu Restore previous versions Send to Cut Copy Create shortcut Delete Rename Properties To add the log in page to your web browser favourites If using Internet Explorer as your preferred web browser press Ctrl D on your keyboard to launch the Add a Favourit
18. ENTIAL SOURCE OF FURTHER INFORMATION DOES NOT MEAN THAT THE AUTHOR OR THE PUBLISHER ENDORSES THE INFORMATION THE ORGANIZATION OR WEBSITE MAY PROVIDE OR RECOMMENDATIONS IT MAY MAKE FURTHER READERS SHOULD BE AWARE THAT INTERNET WEBSITES LISTED IN THIS WORK MAY HAVE CHANGED OR DISAPPEARED BETWEEN WHEN THIS WORK WAS WRITTEN AND WHEN IT IS READ For general enquiries sales or technical support please telephone 01623 413333 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 Contents Creating a desktop shortcut Add bksbLIVE to your favourites 3 Logging in to bksbLIVE for the first time as an Admin Tutor 4 Overview OF the AMI DAB E sn a es de 6 Settings Ta Detecten miss comtal 6 Username ter scan is dites 7 Show Initial Diagnostic retake links 7 Allow a tutor to create students 7 Allow tutor to create groups ae 7 Allow tutor to add students to groups ee 7 Additional Detail ce SR dir ee 7 COUrSeS To Dites Rae a nn he 9 Configure default courses for all NEW students 9 User PERMISSIONS FAP ae 11 Changing user permissions 11 ACCUS EA De letra alt Oe eC a 12 Step 1 Add user details 12 IESE name Tel a chi usa 12 aS Uae H las ss nie sr Ne sn 13 EM electe ac ll 13 PassWord TI ls A A nn 13 Email login details to the learner field 13 Dat Or DIN Eladi iots 13 US r D TIeldhsss sn nc An 13 Additional details
19. Error Data is Null This method or property cannot be called on Null values 22 11 2012 10 52 3 Exception has been thrown by the terget of an invocation Inner Error Data is Null This method or property cannot be called on Null values 22 11 2012 10 52 8 Exception has been thrown by the terget of an invocation Inner Error Data is Null This method or property cannot be called on Null values 22 11 2012 10 52 10 Exception has been thrown by the target of an invocation Inner Error Data is Null This method or property cannot be called on Null values 22 11 2012 10 52 11 Exception has been thrown by the target of an invocation Inner Error Data is Null This method or property cennot be called on Null values 73340 22 11 2012 10 52 13 Exception has been thrown by the target of an invocation Inner Error Data is Null This method or property cannot be called on Null values 123456 gt 26 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 Mass Upload Tab The mass upload feature is a real time saver when you have a large number of students tutors or even administrators to add to your account By using a correctly formatted spreadsheet an administrator can upload users to their account even assigning them directly to a group if necessary The process is very straightforward however it may be practical to create your spreadsheet first before logging in to your account as this will
20. NS for th at gro u p In cl u d In 8 i group added to their My Groups list so they can view the learner s results e Private whether or not the Private Yes No group is set to private Yes No e Group Tutors a list of all Tan Lilliman TanLilliman tutors assigned to that group First Name Last Name username e Add Tutor button add additional tutors to this group Add Tutor Edit Group so they can see the student s results and run reports etc even if they have been made private e Edit Group button edit the name of a group the group description the Additional details section or delete the group note that deleting a group DOES NOT delete the learners in that group They still remain in the system but are now no longer a member of that particular group 20 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 Searching for a group If the group you seek is not already displayed under the My Groups tab select the Simple Group Search tab to reveal a search field called Group Name Type the name of the group into the search field You will note that as you type options that match your search criteria will appear Typing more characters will narrow the search criteria further oups ny Gwe Advanced Group Group Name mi Click the group name to edit the group s settings Motor Vehicle 2011 Motor Vehicle 2012 i lt fl gt i1
21. Please enter any technical contacts separated by a comma that you d like to be emailed on the following events e New update to the Databridge e Result sent to the Databridge has failed to be written most common cause would be the Databridge server is down Example value support company com engineer name company com Web service Upload Errors e Selecting the Show all button will show all errors on 1 page e Selecting Retry all page error s button will resend the failed result to the web service for every error showing e Selecting the blue circle on an item will retry the result sent for that particular item Items Per Page 10 Refresh Show all Retry all page error s 123456 gt 73314 22 11 2012 10 51 49 Exception has been thrown by the target of an invocation Inner Error Data is Null This method or property cannot be celled on Null values 22 11 2012 10 51 52 Exception has been thrown by the target of an invocation Inner Error Data is Null This method or property cannot be called on Null values 22 11 2012 10 51 55 Exception has been thrown by the target of an invocation Inner Error Data is Null This method or property cannot be called on Null values 22 11 2012 10 51 57 Exception has been thrown by the target of an invocation Inner Error Data is Null This method or property cannot be called on Null values 22 11 2012 10 51 59 Exception has been thrown by the target of an invocation Inner
22. Step 2 subject assignment and Step 3 group assignment Before adding a new user you may wish to first read the next section titled Add Group tab which will explain how to add a user to a group as the option to a add a user to a group will appear in step 3 A Username This is the single most important piece of information when creating an account and it is vital that each student tutor or administrator is given a UNIQUE identifier to ensure data integrity Also dependent upon your company data protection policies to maintain compliance with the Data Protection Act where a company must take all reasonable steps to ensure privacy of data it may be necessary to assign a random code or other reference rather than simply entering the student s name and date of birth B First Name Enter the First Name with no apostrophes accent marks or other unusual characters e g Am lie should be written Amelie without the accent Note that hyphenated first names such as Ella Rose ARE permissible Apostrophes accents and other non alphanumeric characters in names can cause issues when running reports 12 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 C D E F G H Last Name Enter the Last Name with no apostrophes accent marks or other unusual characters O Sullivan should be written as OSullivan without the apostrophe Note that hyphenated sur
23. a Mancini Restore to normal user Clear batch list 1 Add to group button This button enables you to move the archived user to a different group i e any existing group shown on the left of the Archive manager window 2 Restore to normal user button Selecting this button will restore the user back to a current active user and their login will be reactivated 3 Clear batch list button Clears ALL selections and returns them back to the search window results Once you are happy with your choice of users to be restored select the Restore to normal user button and those users will revert back to being a current active user and their login will be reactivated Restore a User s Method 2 After searching for the user s select the user s NAME and an options window will appear Selecting the Restore user hyperlink will immediately restore that user to a current active user and reactivate their login in one simple action Add user s to this archive Add group to this archive Convert group to an archive group Search W Username First name Last name Username First name Last name Batch process list AliciaMarino Alicia Marino Options for Amanda Wilson AmandaWilson EE Add to Batch process list Restore user Click the checkbox next to a user to add for batch 35 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 Selecting the
24. a student s simply search for the learner using their Username First or Last Name As you type you will notice the bottom right pane changes to reflect the students found in the search To quickly show all users click in either the User ID First Name or Last Name fields and press enter on your keyboard Add Group Create Group Group Members Users selected for this group PatryckMurzyn Patryck Murzyn PaulEdwards Paul Edwards PenelopeScott Penelope Scott 4 Find users eg Advanced Search User ID User Name First Name Last Name PeterEnglish Peter English PhilipFitzpatrick Philip Fitzpatrick Last Name PrishaRaman Prisha Raman First Name Include archived learners in search 18 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 E Once the student has been identified select the green symbol to the right of the students details and they will be removed from the bottom left pane to the upper pane ready to be added to the group If you make a mistake simply click on the red x symbol to remove the student from the upper pane and return them back to the lower right pane Repeat this procedure for all students you wish to add to the group and then select the Done button in the bottom right of the screen and a dialogue box will appear confirming the group creation The group has now been created Make this Group private Under normal circumstanc
25. agement to learn how to edit an INDIVIDUAL student s course When a customer purchases a licence for the WHOLE bksb process for ENGLISH or MATHEMATICS which would comprise of a Initial Assessment IA b Diagnostic Assessment DA c Learning Resources LR d Skill Checks SC and e Functional Skills Scenarios FSS the courses are defined simply as Maths Plus 2013 or English Plus 2013 If you require variations of this course i e just IA or DA LR etc please contact bksb to have your courses modified Under normal circumstances there would be no need to amend this course However should you wish to change the DEFAULT course for NEW students to comprise selected elements of the English or maths courses the system provides the Capacity to tailor the DEFAULT courses to suit your needs Changing the Default Course In the screenshot below a customer has purchased a licence for the whole bksb process for English and maths and hence English Plus 2013 and Maths Plus 2013 are set as the default courses for all NEW students identified as the ONLY courses in the list with Auto Enrol set to ON User permissions Add Users Adda Group Manage Groups Dy Subject List que English Plus 2013 Auto Enrol On off Maths Plus 2013 Auto Enrol on off However if your account has been configured with other course variations or additional products these will be displayed in this section and yo
26. are able to select users to add to the archive group and there are two methods to achieve this Archive a User s Method 1 Select the individual users you wish to archive by selecting the relevant checkbox to the left of the username Note that as you select the checkbox the username appears on the right hand side of the search window under the title Selected users Search ma W Username First name W Last name Username ry 103521 1 BrianInman DavidMaxwell O DonatellaRomano GajrupSharma IanLilliman i lanMarchetti W JackMacmillan y KaamilHamada W Lilli MaeGunn First name Madelaine Brian David Donatella Gajrup Ian Ian Jack Kaamil Lilli Mae Last name Remington Inman Maxwell Romano Sharma Lilliman Marchetti Macmillan Hamada Gunn Selected users lanMarchetti HW JackMacmillan y KaamilHamada Lilli MaeGunn vv LouiseMartinez i MaisieSmith i ManamiTanaka i MarcinKaminska i MarekPalinski vi MargaretCollins W MarkRoach El LouiseMartinez Louise Martinez iy MaisieSmith Maisie Smith ManamiTanaka Manami Tanaka Clear selected Archive selected W MarcinKaminska Marcin Kaminska MarekPalinski Marek Palinski MargaretCollins Margaret Collns MarkRoach Mark Roach Nanamitamamoto Nanami Yamamoto PrishaRaman Prisha Raman Should you wish to include all users displayed a quick way of doing this is to select the checkbox to the left of the word
27. ault the My Groups tab will be highlighted and any groups that were added to your My Groups when the group was created will automatically appear on the right of the screen 15 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 If you do not have any groups assigned to your My Groups then no groups will appear Therefore select the Simple Group Search tab to reveal a search field called Group Name Type the name of the group into the search field You will note that as you type options that match your search criteria will appear In the example below have only typed the letter m but the system has already identified all groups beginning with that letter Typing more characters will narrow the search criteria further Groups MUNIE TIR Advanced Group Group Name m Click the group name to edit the group s settings Motor Vehicle 2011 Motor Vehicle 2012 i lt fl gt i1 Note that when a large number of groups is displayed it will only show a fraction of the total number Hyperlinks 1 2 3 4 etc will appear underneath the search results to provide access to the remaining groups not displayed Once you have the group s displayed you will note that to the right of each group name is a green symbol To add a user to a specific group click on the green symbol and the group s name will be moved to the lower section of the screen called Sel
28. bkSbLIVE User Guide Rev 2 2 Section B Account Configuration LliPad Endorsed by City s Guilds bksbLIVE user Guide Published by bksb Limited i2 Centre Hamilton Court Hamilton Way Mansfield NG18 5FB www bksb co uk Copyright 2013 Vision West Notts College Mansfield Nottinghamshire Trademarks bksb and bksbLIVE are registered trademarks of bksb Limited and may not be used without written permission All other trademarks are the property of their respective owners bksb Limited is not associated with any product or vendor mentioned in this book LIMIT OF LIABILITY DISCLAIMER OF WARRANTY THE PUBLISHER AND THE AUTHOR MAKE NO REPRESENTATIONS OR WARRANTIES WITH RESPECT TO THE ACCURACY OR COMPLETENESS OF THE CONTENTS OF THIS WORK AND SPECIFICALLY DISCLAIM ALL WARRANTIES INCLUDING WITHOUT LIMITATION WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE NO WARRANTY MAY BE CREATED OR EXTENDED BY SALES OR PROMOTIONAL MATERIALS THE ADVICE AND STRATEGIES CONTAINED HEREIN MAY NOT BE SUITABLE FOR EVERY SITUATION THIS WORK IS SUPPLIED WITH THE UNDERSTANDING THAT THE PUBLISHER IS NOT ENGAGED IN RENDERING LEGAL ACCOUNTING OR OTHER PROFESSIONAL SERVICES IF PROFESSIONAL ASSISTANCE IS REQUIRED THE SERVICES OF A COMPETENT PROFESSIONAL PERSON SHOULD BE SOUGHT NEITHER THE PUBLISHER NOR THE AUTHOR SHALL BE LIABLE FOR DAMAGES ARISING HEREFROM THE FACT THAT AN ORGANIZATION OR WEBSITE IS REFERRED TO IN THIS WORK AS A CITATION AND OR A POT
29. company com bksb_databridge service1 asmx E Databridge password This passvvord is used for connections to the databridge Every request sends this passvvord to your service to authenticate As vvell as a passvvord you can also limit connections to our server IP range 31 3 240 226 Y 31 3 240 238 31 3 240 224 28 A random passvvord can be generated in the Databridge configuration tool as vve don t recommend using passvvords that you generally use for admin accounts and so on Example value any string F Pull learners When set to ON if a learner doesn t already exist in the bksbLIVE database it will contact the databridge to see if the username exists on your system If it does then the learner will be setup with a default password of password and 25 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 G H 1 J their username first name last name D O B and e mail details will be pulled across from your system Push results When set to ON on completion of an assessment the result will be sent to and stored in the databridge Synchronise groups on login When set to ON group information will be synchronised for every user each time they log in to bksbLIVE Warning This will override any group information already in bksbLIVE Users will be removed from any groups in bksbLIVE which do not correspond to the information in the databridge Technical contacts
30. d cross signifying they DO NOT have that level of access or a green tick indicating that they DO have that level of access To change a user s permissions simply click on the red cross or green tick to change it from one state to the other The change is usually immediate and saved automatically A user s permissions can be changed as often as you wish 11 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 Add Users Tab From the Add users tab an administrator can add new students tutors or additional administrators Note that this form is a replica of the one used by tutors for creating student accounts hence the reference to Create Student in the black horizontal bar Remember when an account is created they automatically gain the student level of access regardless of any other permissions you may have designated that user Settings Courses User permissions Add Users Add Groug Create Student Username A First name B Last name C era D Password if left blank default is passvvord E di User must change password at next logon Email login details to the learner new F dd mm YYYY D O B Optional G User type V Student L Tutor Cl Admin H You don t have any additional detail fields Admins can create these in the admin section 1 Adding a new user to your bksbLIVE account comprises a 3 step process requiring Step 1 user details
31. e dialog box Then simply amend the Name field to suit your needs such as bksbLIVE and click the Add button Add a Perte E 2 Add this webpage as a favorite To access your favorites visit the Favorites Center www bksblive co uk bksb Live 14aniilliman detault asm 1D lt anliliman Create in sg Favorites hd New folder JE Caneel J The vveb address vvill novv be saved to your xl PR Pre favourites and is accessible via the relevant a Fe option in your browser TRE El Note that the Apple Safari and Mozilla Firefox Feces web browsers also support the Ctrl D di Microsoft Websites keyboard shortcut Other web browsers may Li MSN Websites have alternative methods to saving a website Websites for United Kingdom to your favourites Refer to the manual or Ll Windows Live on line help for your particular vveb brovvser DESBLIVE 3 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 Understanding user Permissions When a user account is created the user can be configured as an Administrator or Tutor or Student or can be a combination of these such as Admin Student or Tutor Student or the user can be all three By default all users of bksbLIVE have student access Note that throughout this manual the terms user learner or student are interchangeable as any user of the bksbLIVE system is automatically granted student learner access Logging
32. e Admin John Elliss It is recommended that when attempting a mass upload and you have separate spreadsheets of students tutors and administrators you upload the students first then tutors and finally the administrators This way if you forget to change the level of access you will not inadvertently give any students the same rights as a tutor or administrator Note also that ALL users of bksbLIVE have student access Therefore if you upload a user as a tutor they are given that level of access PLUS student access However if you upload a user as an administrator via the Mass Upload feature they are automatically given administrator PLUS tutor PLUS student access Remember that should you wish to amend the permissions for any user once uploaded this can be achieved by an administrator under the user permissions tab Step 8 Quickly review the data you are about to upload paying particular attention to ensure you have not imported data with fields such as First Name and Last Name reversed Once you are happy the data is ready for upload select the Upload Learner button The upload process will commence Once completed in the upper part of the screen will be displayed information regarding the status of the upload Start again Step 3 View upload status Upload stats Rows uploaded 2 Rows with errors 4 All rows Show errors Show Uploaded Show deleted rows Upload learners Add all user s as a Learner
33. e a user s account after it has been activated SSSR LCR Add Use Users permissions All Results First Name Learner Tutor Admin Archived 120501 120502 7 amp amp w v 006600666666606 LERLRLELRLRERLRELRLRELRLLEELES ij j J In the screenshot above you will see that after selectiing the User Permissions tab you are presented with the Unified Search system This will default to the All Results tab and show all users both current AND archived in the system in alphabetical order All Results The additional tabs Learners Tutors Administrators Archived can be used to isolate a particular group of users Alternatively you can use the search field to search for a particlar user Changing user Permissions If it becomes necessary to changes a user s permissions simply search for the user using the Search tab note you can also use the Advanced Search tab to search for any user tags you may have created You can search for a full or part name as the system will identify all matches to your search criteria Where an open padlock symbol mis displayed this is a CURRENT user Where a closed padlock symbol Mis displayed the user has been locked in the archive by an administrator Once the user has been identified below the columns titled Tutor and Admin you will see either a re
34. e will refresh to show the Admin page Settings General Settings User Name Term Username Show Initial Diagnostic retake links Yes Allow Tutors to create Students Yes Allow Tutors to create Groups Yes Allow Tutors to add Students to Groups Yes Additional details Group Tags Add Tags Name Group location Edit tag X Remove Tag Along the upper part of the screen you will notice a row of 9 tabs Settings Tab Under General Settings you are presented with 6 options as follows 1 User Name Term The User Name Term is the UNIQUE identifier for all of the users of the bksbLIVE system be they administrators tutors or students The bksbLIVE system permits this term to be changed to tailor it to your organisation For example you may change it to say Reference or Student ID bksb Training bksb Training Student ID Log in set to Username Log in set to Student ID Username bksb Training Note that throughout this manual the terms Username and Reference are interchangeable and should be considered as referring to the UNIQUE identifier for each user of your bksbLIVE account Reference Log in set to Reference 6 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 To change the User Name Term simply change the text in the field and click the update button 2 Show Initial Diagnostic Retake Links Wh
35. econds Your browser window may stop responding LOADING Step 6 After processing the data will appear on screen All rows Show errors Show Uploaded Show deleted rows Upload learners Add alluser s asa Learner Username First Name Last Name Status x JohnElliss John Ellies Valid row x AyanPatel Ayan Patel Valid row Valid row x LouiseClayton Louise Clayton x AlfonsoVasquez Alfonso Vasquez Valid row x RichardHarris Richard Harris Valid row x MikeSullivan Mike Sullivan Valid row If you paste a spreadsheet of user data into the mass upload system then realise you have made a mistake and that one or more users do not require uploading you can simply select the button Start again at the top left of the screen or locate the user s on screen that you wish to remove and manually select the red X to the left of their username This action will remove them from the list 28 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 Step 7 Edit the user type by selecting the relevant option Learner or Tutor or Admin from the drop down list located upper centre of the screen Note that whichever option you select the option will be applied to ALL users about to be uploaded therefore please ensure that the group of users you are uploading have ALL been given the relevant level of access Upload learners Add all user s as a Learner Learner First Nam
36. ected Groups Users can belong to more than one group if necessary Remember when a user is removed from a group they are not lost but merely removed from that group The user still exists in the system and may if assigned to another group appear elsewhere in a different group Below you can see that the user has been added to a group called Motor Vehicle 2012 Motor Vehicle 2012 w i If you make a mistake simply click on the red X on the far right of the screen The group will be removed and returned back to the list of available groups Once you have assigned the user to a group s select the Done button and you will be returned back to the Add User screen The user s account is now created and they can be directed to log in The user will always be directed to the student home page on first log in regardless of their account status Should the user have been assigned tutor or administrator access then the user will have to change their status after first logging in 16 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 Add Group Tab Groups are a vital feature when you need to run reports on groups of learners Therefore before adding users be they students tutors or administrators into your account think carefully about what you need to achieve in terms of learning outcomes and the production of records to show progress and distance travel
37. elds to be completed these will have been created in order to capture additional user information which may make administration of your account easier These extra fields are Tags created by the administrator under the Settings tab J Next button Click the next button to continue with the user account creation As we have only described step 1 of the 3 step process for the Add user tab I will continue with the remaining 2 steps to complete the process Having entered the user s details and selected the Next button step 2 of the process Select Subjects is disolayed You are now presented with a screen spilt into two halves the right hand panel Selected Subjects shows the DEFAULT courses assigned to all students whereas in the left hand panel Subject List are displayed all the software you have licensed including all variations of the software Al Lan Lilliman Y Create Student ESOL Listening Initial Assessment English 2013 ESOL Reading Maths 2013 ESOL Reading Diagnostic Assessment ESOL Reading Initial Assessment ESOL Writing ESOL Writing Diagnostic Assessment ESOL Writing Initial Assessment English Diag Only 2013 English Diag Res 2013 English Diag SkiiiChecks Resources 2013 English Diag SkiliChecks 2013 English 14 Only 2013 English LA Diag 2013 14 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333
38. en set to YES all users can retake the Initial and Diagnostic Assessments multiple times When set to NO all users are permitted to take the Initial and Diagnostic Assessments once only Note that this action is global across all users 3 Allow Tutors to create Students When set to YES all tutors are authorised to create student accounts When set to NO the Add Students tab is disabled and hidden from view preventing tutors from creating Student accounts This feature is useful if you want to ensure that each student is given a unique identifier by the administrator ONLY thus removing any opportunities for Tutors to input incorrect learner data Also if you have linked your bksbLIVE account to your Management Information Systems MIS then it may also be appropriate to set this radio button to NO to prevent tutors adding students on the fly and creating erroneous data within your account 4 Allow Tutors to create Groups When set to YES any tutors are authorised to create their own Groups When set to NO the Add Groups tab is disabled and hidden from view preventing Tutors from creating Groups 5 Allow Tutors to add Students to Groups When set to YES any tutors are authorised to add students to groups When set to NO tutors are not permitted to add students to groups only administrators would add students to groups 6 Additional Details The Additional Details section comprises 2 extra tabs These tabs al
39. es when creating groups you should leave them open to all tutors in case they need access to the learner data or for running reports However there may be occasions where you might need to keep certain student results private for example you may work with ex offenders and wish to maintain higher than normal levels of security you may be assessing your own tutors as part of a plan to up skill them and hence wish to ensure that tutors cannot see other tutors results or you may be assessing your workforce and wish to keep managerial staff results private In these instances by selecting the tick box titled Make this Group Private the administrator restricts access to the group to a ALL administrators and b Any tutors who are given permissions by the administrator to view the private group W Add this group to My Groups Make this group private it will not appear in searches and cannot be added to a tutors My Groups unless done so by an Administrator If you select the tick check box Make this group private a warning box will pop up to alert you that unless you also add the group to your My Groups you will not be able to access the private group Selecting the OK button will automatically enable the check box Add this group to My Groups Do you want to add yourself as a tutor of this group If vou dontthen you won t be able to see this group or any learners within it Cancel
40. essing 2011 and then selects the OK button located at the bottom right of the search window This action takes the students and moves them all into the Archive 2011 group Note that you can only select a single group to archive You cannot select multiple groups IMPORTANT When a GROUP is archived it is assumed you no longer need it The group is therefore removed from your active groups and this action cannot be reversed You can however restore the INDIVIDUAL archived users then create a new active group under the Add Group tab in the Admin page with the same name then re add the users back to that group if necessary Creating a NAMED archive DIRECTLY FROM an existing active user group Imagine you have an active group containing students who have completed their courses and you now wish to archive everyone within that group VVouldn t it be useful if you could just simply create an archive group with the same name Well you can in just a few simple steps Example bksbLIVE has been used as a recruitment tool where applicants have been given log ins to take assessments remotely from home Interviews have been completed and the vacancy has been filled The bksbLIVE administrator would like to archive the group to deactivate their accounts and disable access to the assessment software or resources Applicants for the position of Office Manager were all given unique usernames such as 120501 02 03 etc 37 b
41. field s ccc ceeeccseeeeeseeeeeees 14 Step 2 Configure course cccccesecccesseeceeeeeeeeeeceeeees 14 Step 3 Add user to a group 15 Add Group TAPER a nr oust 17 Group IDE ec te elit trans 17 Description TIONG ses nn Re 17 Additional details field s ccc ceeesccseseeeeeeeeeeeees 17 Add this group to My Groups chectbox 18 Add students to a group 18 Make this group private 19 Manage Groups Tap on nn sn 20 Searching for a SOUP 5 st na n E 21 Advanced group search 21 Make a group private 22 Add atUtOrtO d R OQUDE ESS A nt pi 22 Remove a tutor from a group escccesseceeeeeeeeeeeeees 23 Edita group s d tails nn 23 Delete remove a group 23 1 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 DSTADAOBE AD nee eee D Pen on mee ne eee Per ene nt 24 Databrdee 1nSta ler cise ciesiess ist aie 24 Databridge status indicator 25 Wep servite STATUS eee ns ett ohne 25 Data Mase URLS sun etat 25 Databridge password cccccssseccesseceeesecessesceeeeeeeees 25 PUMA ENT eeren are ae na ee 25 PUSH results na en nes tene 26 Synchronise groups on login 26 Technical Contact S SE de 26 Webservice upload errors 26 Mass Upload Tab ne Rae 27 Mass upload procedure csecccesseceeeseceeeeeceeeeeeees 27 AFCAIVE TAPER dns ds cu 31 Create a NEW archive group 31 AFCRHIVINS OS
42. g in details will be sent to the user upon completion of account activation D O B This field is optional If no date of birth is entered it will default to 01 01 1900 when the account is viewed by an administrator or tutor but show NA to the student on their home page User Type When creating a user account this can be left in its default setting as Student However if you are creating a tutor account or administrator account simply tick the relevant box to provide that level of access Note that if you are a small organisation it may be appropriate to give tutor access to your administrator as some features of bksbLIVE such as reports are only available when logged in as a tutor User type v Student LI Tutor Admin 13 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 Note also that when adding a set of tutors followed by students and administrators the system may remember the previous setting For example in a scenario where you have just added several tutors and are about to add several students ensure you un tick the tutor box to ensure you do not inadvertently give tutor access to those students If you do give someone the wrong access rights it can be easily corrected via the Permissions tab when logged in as an administrator I Additional Details In this section you may see additional fields Although it is not compulsory for these fi
43. group search for the group as discussed previously and select the Edit Group button At the bottom of the pop up screen select the Remove Group button A warning dialog box will appear alerting you that deletion of the group will not delete any users or their data from the system Are you sure you want to remove Office Manager 12 057 No student information will be lost you will then be redirected to the admin home page Cancel To complete this task select the OK button and the group will be permanently deleted 23 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 Databridge Tab The bksb Databridge is a small ASP NET web service supplied free to bksb licence holders that can be installed onto a server within your organisation to provide 2 way communication between the bksbLIVE server and your organisation Once a connection is made between the databridge s SQL server and your MIS server you can e Pull learners from your MIS system to your bksbLIVE account e Push learner results back to your server for reporting to your MIS or other custom applications e Synchronise group information on each login ensuring data integrity with all of your courses Settings User permissions Add Users Add Group Manage Groups Bl Mass Upload Webservise results and settings The bksb Databridge The bksb Databridge is a client application which allows 2 way c
44. h Sheldon 1120505 Kim Sedgebrook BEB Office Manager 12 05 c IMPORTANT When a GROUP is archived it is assumed you no longer need it The group is therefore removed from your active groups and this action cannot be reversed You can however restore the INDIVIDUAL archived users then create a new active group under the Add Group tab with the same name then re add the users back to that group if necessary 38 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 Rename an archive group To rename an archive group highlight the group you wish to rename select the Rename archive group button amend the name and select the Change button Archive manager Create archive group Rename archive group Delete archive group Gy Al archived users NEN Archive 2011 Delete an archive group Highlight the group from the choices on the left of the Archive manager screen that you wish to delete select the Delete archive group button then select the Yes button to delete the archive group or the No button to cancel this action Remember that deleting an archive group does not delete any of the users from the archive or from your bksbLIVE account This action only deletes the group name The users will still remain archived and can be located from within the All archived users group 39 bksbLIVE User Guide Copyright 2013 Vision West Nott
45. hen a large number of users are displayed in the Archive manager window it will only show a fraction of the total number Hyperlinks will appear at the bottom of the screen to provide access to the remaining users not displayed Archive Archive manager Create archive group Add user s to this archive Add group to this archive Convert group to an archive group BB Al archived users Search Vi Username First name Mi Last name Username First name Last name Batch process list AlanPritchard Alan Pritchard AmberMcKinnon Amber McKinnon No users selected AngeloMorelli Angelo Morelli Click the checkbox next to a Annabelsorensen Annabel Sorensen user to add for batch processing BrianInman Brian Inman ChloeAndrews Chloe Andrews ChristineODonnel Christine ODonnel CynthiaGeorgiou Cynthia Georgiou DavidLawrence David Lawrence DavidMcGillis David McGillis EdwardRobertson Ed Robertson EfanMorgan Efan Morgan EliseRosenberg Elise Rosenberg Emilio Galli Emilio Gall From the Archive manager screen you vvill note the folder on the left of the screen called All archived users This is the MASTER archive group which cannot be deleted or renamed When any user is archived remember that a user can be a student tutor or administrator they are automatically placed into this group regardless of whether or not you have added them to other specific archive groups Creating a NEW archive group Select the Create archive group butto
46. in the field This field does not search for incomplete search terms 21 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 Make a group private On occasion it may be necessary to make a group private one which Group Settings for Hairdressing 2012 niv visibl ministr r n By making this group private it means that all members of the group will be POMY b e to ad strators a d hidden in all search s within bksb Tutors added to the list below will have the se ecte d tutors To d o th is sim p ly group added to their My Groups list so they can view the learner s results Private Yes 2 No select the radio buttons to turn group privacy ON or OFF Ian Lilliman IanLilliman By making the group private it means that all members of the group will be hidden in any search by other tutors Tutors added to the Group Tutors list will have the group added to their My Groups list so they can view the learner s results Add a tutor to a group ne a Pae search for the group as Username Click a tutor to add to the group described in the previous First Name Username First Name Last Name lanClayton Ian Clayton TanLeverton Ian Leverton TanLilliman lan Ulliman TanMarchetti Tan Marchetti group name and the settings OTE in search sections Then select the i panel will rise up on the right of the screen to reveal additional information and options for that
47. ksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 a Step 1 Select the button called Convert group to an archive group A search window will appear like the one shown below The search window will show all groups currently active within your bksbLIVE account If you have many groups in your system you can use the Search field at the top of the window to narrow the search for a particular group Note that you can only select a single group to archive You cannot select multiple groups Search Selected group Group name Hairdressing 2011 Users 8 Hairdressing 2012 Users 7 Motor Vehicle 2011 Users 9 Motor Vehicle 2012 Users 7 Office Manager 12 05 Users 5 Plumbing 2011 Users 6 Plumbing 2012 Users 15 Regional Advisers Users 11 b Step 2 Select the group you wish to archive and select the OK button in the bottom right of the window The archive group will be automatically created with the same name and displayed in the Archive manager complete with all of the members of that group as shown in the screenshot below Create archive group Add user s to this archive Add group to this archive Convert group te Rename archive group Search Mi Username MI First name Last name Delete archive group Username First name Last name 1120501 Heil Clarkson All archived users E F 120502 Jack Tenby EN Archive 2011 1120503 Jenny Smith 11320504 Hanna
48. led IMPORTANT Note that in this section you are learning to add groups on an individual basis However it is possible to add students and groups en masse using the Mass Upload tab which is explained later in this guide Add Group Create Group Fill in the details about the new group then click on the next button to select the students that belong to this group Group Details Group ID Hairdressing Group 1 Description Hairdressing Group i B Additional Details Options C Add this group to My Groups D Make this group private it will not appear in searches and cannot E be added to a tutor s My Groups unless done so by an Administrator A Group ID Type your group name here using only alpha numeric characters B C A Z a z 0 9 and ensure that group names do not exceed 50 characters in length Do not use apostrophes the ampersand amp symbol or accents in group names e g lan s Group or C amp G Hairdressing as this will cause problems when you try to run reports In order to create a group you only need to complete this field and then you may skip the other parts of the form and click the next button in the bottom right Description If necessary type a description of your group here Additional Details In this section you may see additional fields Although it is not compulsory for these fields to be completed these will have been created
49. low the administrator to add additional information or tags which can be useful for account management purposes The tag can either be assigned as a user tag or a group tag Once a tag has been created you will be able to populate the tag and search for information within it For example if you are a single organisation with a bksbLIVE account which is shared with many geographically dispersed training centres it would be very useful to have the ability to search for all users at a particular site In this example you could therefore create a tag called Centre Location If the tag was a user tag then during account activation for a user you would add the usual username first name last name etc but then in the Additional Information section would appear an extra field the one you have created and named Centre Location Into this field you would type the relevant site information such as Manchester or London If this action is repeated for all users as their accounts are created then you are able to use this tag as additional criteria when searching for users within your bksbLIVE system Similarly you are able to opt to create a group tag enabling you to search for all groups in the system that match a particular search criterion 7 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 Creating a user tag By default the User Tags
50. mes Once you are happy with your choice of users to be archived select the Archive selected button and those users will be added to the archive 34 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 Restore an archived user s A user that has been archived is no longer an active user and hence their account and log in is deactivated However should you wish to restore them back to an active user there are two ways to achieve this Restore a User s Method 1 Highlight the All archived users folder on the left of the Archive manager screen Search for and select the individual users you wish to restore by selecting the relevant checkbox to the left of their username Note that as you select the checkbox the username appears on the right hand side of the search window under the title Batch process list You will note that as you add users to the Batch process list 3 buttons will appear underneath the usernames Create archive group Add user s to this archive Add group to this archive Convert group to an archive group GBB A archived users Search v Username MI First name Vi Last name MBB Engineering 2011 Username First name Last name Batch process list 7 AliciaMarino Alicia nano 7 AliciaMarino AmandaWilson Amanda Wilson iv AmandeepMittal 7 AmandeepMittal Amandeep Mittal Selected user s options AshleyNewman Ashley Newman Add to group BiancaMancini Bianc
51. n on the upper left of the screen This action will open a dialog box requesting a name for the group Enter a name using only alpha numeric characters such as A Z a z or 0 9 Type in a name and select the Create button A new folder will appear on the left 7 hand side of the screen in the example that follows D Al archived users have called it Engineering 2011 and the folder will turn Engineering 2011 red in colour indicating it is the current active folder 31 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 Archiving a user s Now that you have learnt how to manually create a new archive group you will now be looking to add some learners i nto that archive c Step 1 To add a user s to a specific archive group folder select the relevant folder to highlight it in Red In this example l am adding multiple users to the group called Engineering 2011 d Step 2 Once the folder has been highlighted select the Add user s to the archive button This action will open a search window enabling you to search for and select the users that need archiving Within the search window are displayed ALL CURRENT ACTIVE users Note that when a large number of current active users are displayed in the Archive manager window it will only show a fraction of the total number Hyperlinks 1 2 3 4 etc will appear at the bottom of the screen to
52. names such as Carter Brown ARE permissible Apostrophes accents and other non alphanumeric characters in names can cause issues when running reports Email Adding an e mail address here serves two purposes e Typing an e mail address here allows the student to be able to recover their log in details should they forget them e f during the account activation you have entered an e mail address and also ticked the box titled Email login details to the learner an email containing their log in details and web address to access the bksbLIVE account will be dispatched to the student upon completion of account activation A student can add an e mail address later if necessary via their student home page after logging in Password By default if this field is left blank AND the tick box titled user must change password at next login is ticked then the user is given the generic password of password all lower case and will be prompted to change it on first log in However if you decide to give each user the same password enter the password AND un tick the box titled user must change password at next login Please note that passwords are CASE SENSITIVE and should comprise only of alpha numeric characters such as A Z a z or 0 9 Email login details to the learner If during account activation you have entered an e mail address and ticked the box titled Email login details to the learner an email with lo
53. ommunication between bksbLIVE and your organisation mainly your MIS database The way the Databridge works is that you install a small webservice ASP NET web service onto a server at your organisation link the bksb Databridge s SQL server to your MIS server enter queries to pull out users groups and group membership from your MIS database and then enter the webservice location below Features of bksbLIVE Databridge e Pull learners from MIS e Push results to your server for reporting in MIS customer applications e Synchronise group information on every login This will keep bksbLIVE up to date with all your courses To download the bksb Databridge installer click here A current status Error connecting to webservice Invalid URI The URI is empty B CEO Show hide help C Webservice status Databridge URL Databridge password Pull learners Test databridge Show hide help D Show hide help Save databridge E Off Show hide help F Push Results Off Show hide help G Off Show hide help H Syncronise groups on login Show hide help I Technical contact s seperate by comma Save contacts J Refresh Show all Retry all page error s a Pe Le an No webservice errors Cancel Queue Items Per Page 10 A Databridge Installer Before configuring the databridge options you need to first install the databridge on your server To access the installer select the hype
54. pply your email address click here You can enter or amend your email address at any time by clicking the view profile button on the learner home page If you do not wish to provide an e mail address select the hyperlink click here to Skip this section If you choose not to enter an e mail address a final dialog box will appear warning you that you have chosen not to enter an e mail address To continue select the OK button or select the Cancel button if you would prefer to go back and enter an e mail address You have not entered an email address click OK to carry on or cancel to amend A user can enter or amend their e mail address at any time by clicking the View Profile button on their student home page 5 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 Overview of Admin page Upon logging in you will be presented with your Ian Liliman student home page Note that in order to access the administrator or tutor pages you will need to access the relevant mode To do this simply hover your mouse over your name in the top right corner of the screen and a drop down menu should appear If the menu contains other options such as Admin or Tutor then these options are accessible to you If they are not displayed then you do not have the relevant permissions In this instance click on the word Admin in the menu and the pag
55. prevent issues with your account timing out whilst you create the spreadsheet Mass upload procedure Step 1 Create a spreadsheet with the column headers as Username First Name Last Name Group Note that Group is optional Step 2 Enter the data into the relevant columns Please ensure you only use alpha numeric characters A Z a z 0 9 and DO NOT insert any apostrophes in any cells for example where a name is Sarah O Dowd remove the apostrophe so that the surname is ODowd Apostrophes will not prevent the activation of an account but may cause issues when running reports Bookl Microsoft Excel New Tab Insert Page Layout Formulas data Review View NI P N RI W x Ay i s a Insert 7 v A 2 71 d 3 Delete gle Styles 4 Sort amp Find amp r El Format lt 27 Filter Select r Cells Editing Username First Name Last Name Group JohnElliss John Elliss AyanPatel Ayan Patel LouiseClayton Louise Clayton AlfonsoVasquez Alfonso Vasquez RichardHarris Richard Harris MikeSullivan Mike Sullivan Step 3 Highlight ALL the data in your spreadsheet except any headers and COPY the data using CTRL C on your keyboard or by right clicking the mouse and selecting Copy from the pop up menu Bookl Microsoft Excel Home Tew c y Formulas H M Calibri General a3 7 Ta io 0 Chipboard ont Tal Alignment a Number A2 de JohnElliss
56. rlink click here to register and download the installer For technical assistance please telephone 01623 627191 x8310 or e mail support bksb co uk 24 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 B Databridge Status Indicator The Databridge Status Indicator shows the current status of the web service When the web service is inactive it will display a message similar to the one below current status Error connecting to webservice Invalid URI The URI is empty If the Databridge is active it will show a message similar to the one below current status Databridge is up to date and running version v1 2 2 The following 7 sections all include a show hide help link which when selected will drop down and reveal additional information to assist with the Databridge configuration CN Show hide he atabridge on or off When on it will shov agre settings below which configure what actions the databridge should take when lea On Off Select Show hide help to turn help ON or OFF C Webservice Status This turns the databridge ON or OFF When on it will show more settings below which configure what actions the databridge should take when learners log in or complete assessments D Databridge URL The databridge URL is used to define the location of your databridge The name of the file bksbLIVE looks for is servicel asmx Example value http databridge
57. rt 01623 413333 Remove a tutor from a group To remove a tutor from a group search for the group then select the group Once the Group Settings panel has appeared click on the grey X to the left of a name in the list to remove it from the group To close the Group Settings panel select the arrow O in the top right of the panel Edit a group s details To edit a group s details search for the group as discussed previously and select the Edit Group button From this window you can e Edit the Group Name edit the name and select the Update Group button Avoid using characters such the ampersand amp and apostrophes as this will Here you can update details of the Office Manager 12 05 group and you can also remove Office Manager 12 05 group No member information will be lost if you removed Office Manager 13 05 group Group Name Office Manager 12 05 Group Description Update Additional Details Additional Details Vacancies Update Group Remove Group cause issues when running reports e Edit the Group Description edit the text in the group description field and select the Update Group button e Edit the Additional Details section select the tick box Update Additional Details then edit the relevant field s Once the change has been completed select the Update Group button Delete Remove a group To delete a
58. s Group Location Editing a Tag If you wish to edit the tag select the magnifying glass icon or Edit Tag hyperlink and edit the tag as necessary Edit tag X Remove Tag Deleting a Tag If you wish to delete a tag select the red X Remove Tag hyperlink 8 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 Courses Tab From the Courses tab you are able to configure what is termed the DEFAULT course Think of the DEFAULT course as the course which all NEW learners will be automatically directed to take Note that later in this manual you will learn how to modify the subject levels of an individual s account This section deals just with the configuration of the DEFAULT courses for all NEW learners IMPORTANT Should you decide to purchase licences for additional bksb software bksb has no way to identify who should have access to the new software therefore any NEW licensed software is automatically added to the list of available courses but Auto Enrol is set to OFF This leaves the administrator free to manually add the new software to the DEFAULT course by simply selecting the Auto Enrol to ON for that software Where NEW software is only required by a selection of your cohort of students a person with tutor access can log in search for a specific student then manually configure just their specific account with the new software See Section C bksbLIVE Account Man
59. s College Support 01623 413333 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 Endorsed by City8s Guilds
60. the English Diagnostic Assessment plus the English Skill Checks VERY IMPORTANT When setting the DEFAULT courses ensure you DO NOT SET OVERLAPPING COURSES For example in the screenshot below you will see that all of the courses have been set to Auto Enrol This is incorrect English 2013 Auto Enrol English Diag Only 2013 Auto Enrol English Diag Res 2013 Auto Enrol English Diag SkillChecks Resources 2013 Auto Enrol English Diag SkillChecks 2013 Auto Enrol Una English IA Only 2013 Auto Enrol qe English 1A Diag 2013 Auto Enrol US English IA Diag Res 2013 Auto Enrol Overlapping courses WILL cause your account to display multiple courses to your students and generate confusion as to which course they should take Remember to only assign the course with the relevant COMBINATION of elements to meet your needs 10 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 User Permissions Tab As the name suggests in this section you can change the permissions for any user within your bksbLIVE account As ALL users of your bksbLIVE account by default have student access the only remaining option is for the user to be configured as a tutor or administrator or both Normally the user s permissions are set up during their bksbLIVE account activation see next topic Add users for more information Occasionally however it is necessary to chang
61. u will be able to select deselect the Auto Enrol radio buttons to toggle these additional courses ON or OFF as necessary Remember this section deals ONLY with the configuration of the 9 bksbLIVE User Guide Copyright 2013 Vision West Notts College Support 01623 413333 DEFAULT courses for all NEW learners Changes do not affect EXISTING learners as they may have had their courses manually configured Examples of course variations available same rules apply to maths e English Plus 2013 Comprises English Initial Assessment English Diagnostic Assessment English Learning Resources English Skill Checks and English Functional Skills Scenarios e English 2013 Comprises English Initial Assessment English Diagnostic Assessment English Learning Resources and English Skill Checks e English IA Only 2013 Comprises just the English Initial Assessment e English IA Diag 2013 Comprises the English Initial and Diagnostic Assessment e English IA Diag Res 2013 Comprises the English Initial and Diagnostic Assessments plus the English Learning Resources e English IA Diag SkillChecks 2013 Comprises the English Initial and Diagnostic Assessment plus the English Skill Checks e English Diag Only 2013 Comprises just the English Diagnostic Assessment e English Diag Res 2013 Comprises the English Diagnostic Assessment plus the English Learning Resources English Diag SkillChecks 2013 Comprises

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