Where to start
Application navigation
Adding a moderator
After the first installation/launch of the application, add a moderator.
Moderator:
- Performs general application settings;
- Populates the application with learning content and tests;
- Assigns learning, testing;
- Has access to reports for all employees.
Note that the moderator has more extensive rights in the application than the Portal Administrator.
2.How to launch learning. How courses, programs are structured
Create lessons - based on lessons, create courses or learning programs.
2.1. Lesson
The element from which educational courses and programs are built is a lesson.
A lesson can be in the following formats (one option):
- Video pre-uploaded to Youtube, Vimeo, VK Video, Rutube or any other video hosting platform;
- SCORM;
- PDF;
- Longread. A longread can consist of only one element: video, audio file, image, text. Or it can combine all these formats.
To each lesson, you can add (unlimited number):
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Links (to any external or internal resources);
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Materials (any formats, they will be downloaded to the learner’s device).
Important! Note that only the application moderator can see the lesson catalog. If a lesson is created and published, only the moderator can see it in the catalog.
2.2. Course
A course is assembled from published lessons and/or tests. Even if materials need to be provided in one lesson, you must create a lesson, then a course based on that single lesson.
The course catalog is available to all employees. After publishing a course, it becomes available to all employees in the catalog (if the course and catalog are not hidden). A course can be saved without publishing, making it visible only to the moderator.
A course can be assembled from lessons, materials, and/or tests in any sequence.
A course cannot be created solely from a test.
2.3. Program
IIf a course consists only of lessons and/or tests in a sequential completion order, a program can additionally include courses, events, and materials. For example, an event could be a meeting with a mentor or an external webinar.
Furthermore, modules (lessons, courses, tests, events, materials) in a program can be grouped into stages/levels of completion. Add any number of modules to each stage. This allows creating complex learning programs:
- Stage 1
- Module 1.1.1., Module 1.1.2...
- Module 1.2.1., Module 1.2.2., Module 1.2.3....
- Stage 2
- Module 2.1
- Module 2.2
- Module 2.3
etc.
Programs are suitable for creating complex, long-term learning programs. For example, for onboarding newcomers or training talent pools.
3. How to launch testing
Tests can be standalone, part of a course, or a program.
Create a test via the test addition interface, fill in test settings, and sequentially add questions and answers.
If the Publish button is inactive in a test, possible reasons are:
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One of the mandatory fields is not filled in;
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Correct answers are not selected;
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Weights are set incorrectly (if there are questions with weights);
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Checkers are not selected in open questions (if any);
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A test with the same name exists in the catalog.
After publishing, the test becomes available for assignment and completion.
4. Visibility restrictions
All courses and tests are by default available to everyone for self-assignment in the course and test catalogs upon publication. Self-assignment means an employee opens a course/test and completes it without moderator assignment.
Each course/test can be restricted in availability:
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By adding it to a group (if the functionality is available, it will be accessible only to group members);
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Via settings during creation (can be hidden from everyone, made available to specific departments, or hidden from extranet).
If a course/test is hidden via settings but assigned, those assigned will see it via their Personal Account. Others will still not see it.
5. Assignments
After creating a course/test/program, they can be assigned for completion. Assignments are made in the separate "Assignments" module by the moderator.
You can create:
- One-time assignment;
- Assignment for all new additions;
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Assignment for a group (if the functionality is available, the application will assign it to new group members);
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Periodic assignment (the application will assign according to the specified period).
6. Reporting
The application offers many standard reports. They allow tracking the status and progress of learning and testing. Reports are available to the following roles:
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Moderator. Can generate any reports for any employees and has full access to the application and settings.
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Moderator with limited rights. Has access only to the reporting section. Can generate any reports for any employees. For example, a department responsible who collects progress data and provides it to a manager.
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Manager. Can generate any reports for their subordinates (first and second levels according to the company structure).
7. How to launch 360 assessment of employees
The application allows creating two- or three-level competency models.
Level 1 - competence. Example: "teamwork".
Level 2 - Manifestation indicator. Example for "teamwork": "Interested in colleagues’ opinions", "quickly establishes contact and maintains partnerships", etc.
Level 3 - assessment. It can be any, 1, 2, 3, 4, 5, or shows, does not show, etc.
Thus, competency models can be:
- competence and rating scale;
- competence - manifestation indicators and rating scale.
General assessment process:
1. In the competence management module:
2. Create the assessment itself in the Settings - 360 Assessment section
- Selection of evaluated and evaluators. Evaluated are always added by the moderator. Evaluators can be formed in two ways:
- Moderator forms the evaluated list, adding each evaluator to each evaluated individually. Can pull from the subordinate structure or managers.
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Evaluators form the list themselves. Activate this option, then evaluated individuals receive a task in their personal account under My assessments to form their evaluator list and select a coordinator for approval.
- Selection of competences and rating scale. Competences can be pulled from the competence profile. Profiles, competences, and scales are pre-entered in the competence management module.
3. The status of list formation and the assessment itself can be viewed in the results tab.
4. After completing the assessment, results are available in the results tab.