SuccessMaker Learning Management System Administrator's Guide Version 1.0

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1 SuccessMaker Learning Management System Administrator's Guide Version 1.0 Copyright Pearson Education, Inc. or its affiliates

2 Copyright Pearson Education, Inc. or its affiliates. All rights reserved. SuccessMaker is a registered trademark of Pearson Education, Inc. or its affiliates. Part Number

3 Contents Chapter 1: Overview Documentation and Terminology Pearson System Terminal Chapter 2: Getting Started Conventions Home Page Examples Logging In Chapter 3: Managing Organizations User Types System Administrator District Administrator School Administrator Teacher Student Managing Organizations Adding Organizations Adding Organization Information Editing Organizations Deleting Organizations Viewing Organizations Posting Messages Chapter 4: Managing Users and Groups Managing Users Adding Users Adding Users to a Group Removing Users or Groups Managing Groups Adding Groups Chapter 5: Importing Student Information Importing Students using the LMS SuccessMaker Learning Management System Administrator s Guide iii

4 Verification of Import Records Updated into LMS Viewing the Import Log File in LMS Reasons for Import Failures Fatal Errors Non-Fatal Errors Adding Students Updating Students Assigning Unassigned Students to a Teacher Importing Students using Commands Chapter 6: Managing Licenses Browsing Licenses Adding Licenses Transferring Licenses Chapter 7: Reports Running Reports Saving a Report Renaming a Report Removing a Report License Utilization Report Appendix A: SIS Import Data Minimum Data Requirements Data Field Mappings SuccessMaker Learning Management System Administrator s Guide iv

5 Tables Table 1-1. Documentation and audience Table 1-2. Terms and definitions Table 3-1. Add Organization fields Table 3-2. Organization - Licenses tab fields Table 3-3. Organization - Data Settings tab fields Table 3-4. Organization - Permissions tab Table 3-5. Organization fields Table 4-1. Adding User registration fields Table 4-2. Student Profile fields Table 4-3. Demographic fields Table 4-4. Teacher or Administrator Profile fields Table 4-5. Editing Students - Assignments tab fields Table 4-6. Editing Students - Files tab fields Table 4-7. Adding Group fields Table 4-8. Editing Groups - Assignment tab fields Table 5-1. Import Student Information System File Log fields Table 5-2. Conditions for import failures Table 7-1. Reports tab fields Table 7-2. SuccessMaker Reports - Selection criteria fields Table 7-3. SuccessMaker Reports - Selection criteria - additional fields for Group Utilization and System Utilization reports Table 7-4. License Utilization - Selection criteria fields SuccessMaker Learning Management System Administrator s Guide v

6 Table A-1. Student registration data Table A-2. Student demographic data SuccessMaker Learning Management System Administrator s Guide vi

7 1 Overview The SuccessMaker Learning Management System Administrator s Guide describes how to manage the Learning Management System (LMS). This guide helps system, district, and school administrators to work with users, groups, organizations, and licenses. It also describes how you can import student data and view reports. For information on user permissions, see Chapter 3, Managing Organizations, on page 6. NOTE: See the SuccessMaker Learning Management System User's Guide to manage students, groups, and courses. Documentation and Terminology Table 1-1. Documentation and audience Documentation LMS Administrator s Guide LMS User s Guide Quick Start-Math Quick Start-Reading Online help Audience Management system administrators Teachers and staff Teachers and staff Teachers and staff All Table 1-2. Terms and definitions Term Definition Organization District Group of schools. LMS MAMA A school (site) or group of schools (district) defined in the management system. A Learning Management System interface for administrators. The Monitoring and Management Application (MAMA) interface to share and distribute product updates and state standards. SuccessMaker Learning Management System Administrator s Guide 1

8 Overview Table 1-2. Terms and definitions (continued) Term Site Unassigned Students Definition Single school. Students who are not on a teacher's roster. Pearson System Terminal Pearson System Terminal is the tool that administrators use to manage the LMS. System Terminal provides the following services to administrators: License Management Includes adding, deleting, and transferring licenses for products and organizations. Administrators can maintain and report on license usage through the System Terminal. A license is considered in use only when a student is running the course. Organization Management Includes adding, editing, and deleting organizations, and managing organization permissions and data settings. All the site and server-related details of the organization are maintained through the System Terminal. User Management Includes adding, editing, and removing users and groups. It also includes managing the user rights for different user types. Import SIS functionality Includes importing Student Information System (SIS) data, such as student, teacher, school, and enrollment data into the LMS database. Administrators can manually import the data from another SIS in the school or district into LMS using the System Terminal or by executing a script or a batch file from the command line. Reports Management Capabilities Includes reports such as Group and User, Group Utilization, System Utilization, and License Utilization. In addition, aggregate reports include information about all users and user groups across all sites within a district. Posting Messages Includes viewing and posting messages to administrators. Change View Functionality Includes switching from the teacher interface to the administrator interface, using just one user ID and password. This service is available only to teachers who have administrative rights. NOTE: For information on user rights for these services, see Chapter 3, Managing Organizations, on page 6. SuccessMaker Learning Management System Administrator s Guide 2

9 2 Getting Started This chapter explains how an administrator can log in to the LMS application. To learn about student and teacher logins, see the SuccessMaker Learning Management System User's Guide. Conventions The following conventions are used in this guide: Bold The names of buttons and fields appear in bold in stepped procedures. KEY NAMES The keys on the keyboard appear in uppercase. NOTE: A Note indicates information that emphasizes or supplements points within the main text. Typically, a note provides information that applies only in specific situations. IMPORTANT: An Important note provides critical information for the completion of a task. Do not disregard an Important note. CAUTION: A Caution warns you when a specified action may result in an undesirable consequence. SuccessMaker Learning Management System Administrator s Guide 3

10 Getting Started Home Page Examples You can perform only those administrative tasks for which you have user rights. Figure 2-1 is the home page of a system administrator. Figure 2-2 is the home page of a district administrator, and Figure 2-3 is the home page of a school administrator. Figure 2-1. System Administrator home page Figure 2-2. District Administrator home page SuccessMaker Learning Management System Administrator s Guide 4

11 Getting Started Figure 2-3. School Administrator home page Logging In To log in to the LMS application, you need a user name and password. A user name is a unique identifier provided to each user, along with a password, when a user is added to the system. 1. In the Login window: Type your user name in the Username field. Type your password in the Password field. 2. Click Login. SuccessMaker Learning Management System Administrator s Guide 5

12 3 Managing Organizations This chapter describes how to manage organizations, their permissions, and system settings. It also defines user types and their rights. User Types Each LMS user type has a set of specific permissions and a unique interface to the system. The user types supported by the LMS are: System administrator District administrator School administrator Teacher Student Some teachers are authorized to serve a dual role as both a teacher and an administrator. After they log in as a teacher, they can click the Change View button to move to the administrator interface without logging out and in again. Teachers who have this multi-role setting can be either a system administrator or school administrator, but not a district administrator. System Administrator The system administrator has global rights and permissions at the organization (school or district) level. NOTE: Organization permissions are the highest-level permissions for transferring licenses and maintaining permissions for other system administrators. A system administrator can: Maintain data and user rights for system administrators, district administrators, school administrators, teachers, and students SuccessMaker Learning Management System Administrator s Guide 6

13 Managing Organizations Add a student belonging to any teacher or a group Remove a student belonging to any teacher or a group Transfer and import students View log files of the imported students Post messages View all users Manage a student s fluency files and file settings Manage student user names and passwords View and modify student groups Change the owner of a group View a group profile View group assignments View student assignments Add, edit, or remove organizations Maintain system data settings (research data, demographic data, report thresholds) Maintain server settings Edit organization data (name, address, contact, phone number) View standards Generate all reports Export data Access online help District Administrator The district administrator can perform tasks across the entire district, such as transfer of licenses and students. A district administrator can: Maintain data and user rights for district administrators, school administrators, teachers, and students Transfer and import students View log files of the imported students Post messages SuccessMaker Learning Management System Administrator s Guide 7

14 Managing Organizations View all users in a district View and modify student groups Change the owner of a group View a group profile View group assignments Transfer, add, or delete licenses View standards Generate all reports Export data Access online help School Administrator The school administrator has fewer rights than the district administrator and is able to perform tasks across assigned schools. A school administrator can: Maintain data and user rights for school administrators, teachers, and students Add a student belonging to any teacher or a group Remove a student belonging to any teacher or a group Import students View log files of the imported students Post messages View all users in a school Manage a student s fluency files and file settings Manage student user names and passwords View and modify student groups Change the owner of a group View a group profile View group assignments View student assignments Transfer, add, or delete licenses Edit organization data SuccessMaker Learning Management System Administrator s Guide 8

15 Managing Organizations Upload, edit, or delete a student s fluency files View standards Generate all reports, except aggregate reports at the district Export data Access online help Teacher A teacher can perform student-related tasks, such as adding and changing student information, managing groups and assignments, and reporting. NOTE: A system or school administrator can authorize teachers in a school to view students who belong to other teachers. A teacher can: Maintain a student s data Add students to a group Remove students from a group Manage student user names and passwords Create, view, and modify groups Add assignments to groups Add assignments to students Deactivate and activate group assignments View group assignment status View student assignment status View, edit, activate, or deactivate student assignments View course list Edit course settings Customize a course by concept Customize a course by standard Play a learning objective Access Print Partners Assess, save, and delete student fluency files View standards SuccessMaker Learning Management System Administrator s Guide 9

16 Managing Organizations Generate reports Export data Access online help Student Students can see only their own assignments. A student can: View the assignment list Launch assignments Managing Organizations Organizations are classified as a district or school. You can add and manage multiple schools but only one district. The different types of organizations are: Elementary School Middle School Intermediate Junior High School Senior High School District Other You can: Add an organization and its information Edit organization information Delete organizations View organizations SuccessMaker Learning Management System Administrator s Guide 10

17 Managing Organizations Adding Organizations You can add an organization from the Organizations tab or by clicking Add Organization in the Organizations pane. When you add a new organization, you need to assign a unique organization name and organization ID. You can add more information later. NOTE: Typically, only a system administrator or school administrator would add an organization. To add an organization: 1. From the home page, click the Organization tab. The Organizations window appears. 2. Click the Add Organization button. The Add Organization window appears. 3. Enter the organization name, ID, and deployment type. See Table 3-1 on page 12 for details. 4. Click Next. Enter the school or district organization details. 5. Click Save. Figure 3-1. Adding an Organization SuccessMaker Learning Management System Administrator s Guide 11

18 Managing Organizations Table 3-1. Add Organization fields Field Description Organization name District or school name. Organization ID Organization identification number. The organization ID must be exactly 7 digits. For example, Deployment type School or district. NOTE: Fields marked with an asterisk (*) are required. Adding a School Organization Profile When you select School as the deployment type, the Add Organization window appears. Enter the school details, and then click Save. Figure 3-2. Adding a School Organization SuccessMaker Learning Management System Administrator s Guide 12

19 Managing Organizations Adding a District Organization Profile When you select District as the organization type, the Add Organization window appears. Enter the district details, and then click Save. Figure 3-3. Adding a District Organization Adding Organization Information This section describes how to view and edit organization information. NOTE: Only a system administrator can edit the organization permissions and other products. To add organization information: 1. From the home page, click the Organizations tab. 2. Select district or school type. The list of organizations appears. 3. Click the organization name. The Edit Organization window appears. 4. Select the tabs to add the organization details, and then click Save. SuccessMaker Learning Management System Administrator s Guide 13

20 Managing Organizations Details You can view and edit the organization registration details from the Details tab. NOTE: Only a system administrator can change the Organization ID. A system administrator can edit the: Organization ID Street address City State Zip/Postal Code Contact name Contact address Contact phone number Contact FAX number Licenses The Licenses tab displays the list of licenses the organization owns and the license details. To view the license details, click the license key. See Chapter 6, Browsing Licenses, on page 52 for details. To transfer or distribute licenses, click the Transfer or distribute license option. See Chapter 6, Transferring Licenses, on page 53 for details. SuccessMaker Learning Management System Administrator s Guide 14

21 Managing Organizations Figure 3-4. Organization Licenses tab Table 3-2. Organization - Licenses tab fields Field Description Key Product Name Exp. Date Displays license keys. Click a license key to view its details. Displays product names. Displays the license expiration date. # Users Displays number of concurrent users for both perpetual and subscription licenses. # in Use Number of licenses in use. Options Option to transfer or distribute the subscription and perpetual licenses. See Chapter 6, Transferring Licenses, on page 53 for more details. The Remove option is available for expired subscription licenses. SuccessMaker Learning Management System Administrator s Guide 15

22 Managing Organizations Data Settings On the Data Settings tab, you can view and edit the organization data settings. To edit the values, change the values in the list and click the option buttons. See Table 3-3 on page 16 for more details. Figure 3-5. Data Settings tab NOTE: The suggested disk space of 100 GB is based on approximately 1500 student users. Table 3-3. Organization - Data Settings tab fields Field Proficiency Scale Settings User Assets disk space allocation Require student demographic data Allow teachers to view unassociated student data Capture research data Description Establish proficiency levels for the product at an organization. You can choose from two to five proficiency levels. The default is three levels. Disk space for User Assets, such as fluency files, at the organization. By default, 100 GB of disk space is allocated for each organization. If the data is required for research or reporting purposes, click Yes. The student demographic data includes the student s Race/Ethnicity, English Language Proficiency, Gender, and Meal Program. When the administrator needs to grant permission to more than one teacher to manage the assignments of a student, the Yes option has to be selected. The teachers can then view students who are not on their roster. If the student performance data needs to be captured for research purposes, click Yes. Click What is the Research Data option? for details. SuccessMaker Learning Management System Administrator s Guide 16

23 Managing Organizations Proficiency Scale Settings: When a district is in context, the Proficiency Scale settings apply throughout the district. When a school is in context, the settings apply throughout the school. The default labels and values can be configured according to the school and district needs. When you enter the lower limit in the percent score range, the upper limit of the range is automatically determined. The graph color appears as you select the performance levels. Research Data Option: The Research Data Option for the SuccessMaker product is a service agreement that involves the uploading of anonymous student usage and performance data. The Research Data Option window appears when you click What is the Research Data Option? Figure 3-6. Research Data Option window NOTE: Only Pearson administrators are authorized to edit the organization server settings. Permissions Administrators can view the Permissions tab and change permissions for other users at or below their level. For example, a school administrator can change permissions for a teacher, but not for a district or system administrator. For more details about user types and permissions, see User Types on page 6. If an administrator denies a permission at the organization level, it restricts users from the related actions in the LMS and courseware. The permission may no longer be displayed. For example, if an organization denies school administrators permission to modify the owner of a group, the Permissions tab of the school administrator users may not list the permission, and the school administrator will not be able to modify the owner of a group. The Service column on the Permissions tab lists all permissions. By selecting the check boxes, administrators can assign permissions to other users in an organization. Table 3-4 describes the services for permissions granted. SuccessMaker Learning Management System Administrator s Guide 17

24 Managing Organizations Figure 3-7. Organization Permissions SuccessMaker Learning Management System Administrator s Guide 18

25 Managing Organizations Table 3-4. Organization - Permissions tab Service Description Organization Settings Edit organization data License Settings Multi-role Settings SIS and User Management Manage teachers Manage students Add or remove a student from a group Manage Student Files Maintain organization data (name, address, contact phone number) Main system data settings Maintain server settings Add, edit, remove organizations Transfer license Add license (using license key) Delete license Teacher access to System Terminal in school organization as a System or School Administrator Transfer students (including groups) Import student information View log Post messages Edit teachers data, rights, and user permissions Edit students data, rights, and permissions and the Teacher UI (by default, teachers can view and modify only their own students) Add a student to or remove a student from a group in the Teacher UI (by default, teachers can add or remove only student from their own group of students) View users (by default, teachers can view only their own students) Manage student file and file settings Assess and save fluency files Delete fluency files SuccessMaker Learning Management System Administrator s Guide 19

26 Managing Organizations Table 3-4. Organization - Permissions tab (continued) Service Description Manage User Names and Passwords Groups Edit student user names and passwords Log-in profile View student groups in Teacher UI (by default, teacher can only view their own students and groups) Modify student groups in Teacher UI (by default, teacher can only view their own students and groups) Modify the owner of a group View group profiles View group details Assignments Add assignments to groups View group assignments View student assignments Assign courses to students Edit student assignments Maintain Courseware View group rosters (by default, teacher can only view their own student and group rosters) Assign courses to groups or students Activate and deactivate assignments Edit group assignments Add assignments to groups (by default, teachers can add assignments only to their own groups) View group assignments View student assignments (by default, teachers can only view own students assignments) Assign courses to students (by default, teachers can only assign courses to their own students) Edit student assignments (by default, teachers can only edit their own students assignments) View course Edit course setting View or play learning object View Print Partner. SuccessMaker Learning Management System Administrator s Guide 20

27 Managing Organizations Table 3-4. Organization - Permissions tab (continued) Service Description Reports Generate Aggregate reports at District Access Reports Central Generate Course Assignment Report Generate Group and User Report Generate Group List Report Generate Group Utilization Report Generate System Utilization Report Generate License Utilization Report Generate System User Report Export Data Access User Assistance Other Products The Other Products tab displays other products owned by the organization. Editing Organizations This section describes how to edit organization information. To edit an organization: 1. On the home page, confirm or select the organization in the Organization list and product in the Product list. 2. Click the Organizations tab. The Organizations window appears. 3. Click the organization name from the list. The Edit Organization window appears. SuccessMaker Learning Management System Administrator s Guide 21

28 Managing Organizations 4. Select the tabs to edit organization details, and then click Save. To edit organization details, see Details on page 14. To edit licenses, see Licenses on page 14. To edit data settings, see Data Settings on page 16. To edit organization permissions, see Permissions on page Click Save after you have made the changes, and then click Exit Edit Organization. NOTE: If the organization permissions are changed after users are created, the existing users are not updated. Only new users inherit the new permissions for that organization. Pearson recommends that you edit permissions for users at a user level and not at the organization level. Deleting Organizations Once it is created, an organization typically would never be deleted from the LMS. Only a system administrator can remove an organization. If necessary, you can remove an organization from the Organizations tab or by clicking Edit Organization Details on the home page. CAUTION: Use caution when removing an organization because its data cannot be recovered. To delete an organization: 1. On the home page, confirm or select the organization in the Organization list and product in the Product list. 2. Click the Organizations tab. The Organizations window appears. 3. Click the organization name from the list. The Edit Organization window appears. 4. From the Details tab, click the Delete Organization button. A confirmation message appears. 5. Click OK to confirm the deletion. Figure 3-8. Delete Organization window SuccessMaker Learning Management System Administrator s Guide 22

29 Managing Organizations Viewing Organizations This section describes how to view organizations details. Before you proceed, select the product on the home page to view the organizations that use the product. To view organizations: 1. From the home page, select the product from the Product list. 2. Click the Organizations tab. 3. In the Organizations window, select the school and school type. 4. The search results pane lists the organizations matching the search criteria. NOTE: To sort the columns, click the column heading. From the Organizations window, you can: Add an organization. Click the Add Organization button and follow instructions from Step 3 in Adding Organizations on page 11. View and edit server-related information. Edit the organization details. See Editing Organizations on page 21. Figure 3-9. Organizations Table 3-5. Organization fields Field Organization Name ID Type Options Description District or school name. Organization identification number. District or type of school. Option to edit or view server settings. SuccessMaker Learning Management System Administrator s Guide 23

30 Managing Organizations Posting Messages You can post messages to all administrators, system administrators, district administrators, and school administrators. When you post a message, it appears on the message pane of the recipients home page. For example, if you post a message to all system administrators, the message appears on the home page when someone logs in as a system administrator. You can view, edit, or delete your own messages before posting. To post a message: 1. From the home page, click Post Message. The Post Messages From window appears. 2. From the Send New Message To list, select the user type. By default, a message is posted to all administrators. 3. Type the text in the Message box. 4. Click the Post Message button. The message notification appears in the Messages pane of the recipients' home page. To post more messages, click the Add New Message for Posting button, and follow the instructions from step 3. Figure 3-10 displays a message to be posted to all administrators and Figure 3-11 displays the Messages pane of the recipients home page where the message is displayed. SuccessMaker Learning Management System Administrator s Guide 24

31 Managing Organizations Figure Post Message Figure Home page - Messages pane SuccessMaker Learning Management System Administrator s Guide 25

32 4 Managing Users and Groups This chapter describes how to add new users and groups to an organization, edit users and group information, and manage their permissions. To perform these tasks, you need to have appropriate user rights. For more information about user types and permissions, see User Types on page 6. Managing Users This section describes how to create users and edit user information. You can create five types of users in an organization student, teacher, school administrator, district administrator, and system administrator. User information is categorized into six tabs Profile, Permissions, Groups, Organizations, Assignments, and Files. You can: Add a user Add a user to a group View and edit a user profile Remove a user NOTE: By default, district administrators cannot perform most user management tasks. SuccessMaker Learning Management System Administrator s Guide 26

33 Managing Users and Groups Adding Users Each user in an organization needs to have a unique user name and user ID. You can add a user from the Users tab or by clicking Add Users in the Users pane. First, you add the new user, then you enter detailed information in the user profile. Examples of user types are administrator, teacher, and student. Once you assign a user name and user ID, you can change the user profile, but not the user type. NOTE: A district administrator cannot add users to the LMS. To add a user to an organization: 1. On the home page, confirm or select the organization in the Organization list and product in the Product list. 2. Click the Users tab. The Users and Groups window appears. 3. Click the Add User button. The Add User window appears. 4. Type the user information. See Table 4-1 on page 28 for details. 5. Click Next. The Add User To window appears. If you selected the student as the User Type, the Adding Student Profile window appears. See the next section to enter the student profile details. If you selected Teacher or Administrator as the User Type, the Adding Teacher/Administrator Profile window appears. To enter the teacher or administrator profile details, see Adding a Teacher or Administrator Profile on page 30. Figure 4-1. Adding User registration details SuccessMaker Learning Management System Administrator s Guide 27

34 Managing Users and Groups Table 4-1. Adding User registration fields Field First Name Middle Name Last Name User ID User Type Description User s first name. The name can be up to 54 characters and cannot contain special characters and numbers. User s middle name. The name can be up to 54 characters and cannot contain special characters and numbers. User s last name. The name can be up to 54 characters and cannot contain numbers. It can contain special characters, such as hyphen, spaces, apostrophe, and parentheses. User s identification number. The user ID must be a minimum of 10 and a maximum of 32 alphanumeric characters. It must be unique at the district level. For example, Pearson recommends using the SIF-compatible student ID from your student information system as the User ID. List of user types. For example, student or teacher. Adding a Student Profile After you save the information in the Add User window, the Add User To window appears. Enter the student information. To add a student s profile: 1. In the Add User To window, the user details appear by default. You can edit the student s name and user ID, but not the user type. Enter the student s profile. See Table 4-2 on page 29 for details. 2. Click Save. The User Added To window appears. To edit a student profile, click the Edit User button. The Edit window appears. To edit the profile and add student information, see Adding Student Information on page 31 for details. To add students to one or more groups, click the Add User to Groups button. Select the groups from the Select Groups to Add to Users window, and then click the Add Selected Groups button. To add another student, click the Add Another User button. Enter the student information. 3. Click Exit Add Users. SuccessMaker Learning Management System Administrator s Guide 28

35 Managing Users and Groups Figure 4-2. Student Profile Table 4-2. Student Profile fields Field Grade Teacher User name Password Confirm Password Birth Date Description Student grade. For example, Pre-Kindergarten or Grade 1. You cannot select Not Specified as the grade. Teacher s name. For example, Ken Williams. Student s user name. The name can be from 3 to 20 characters. Student s password. The password can be from 3 to 20 characters. Re-type the password. Student s birth date. Enter the month, date, and year in MM/DD/YYYY format. SuccessMaker Learning Management System Administrator s Guide 29

36 Managing Users and Groups Table 4-3. Demographic fields Field Race/Ethnicity English Language Proficiency Special Services Description Student s race or ethnicity, such as African American, Asian, or Pacific Islander. Student s English proficiency, such as English, or English learner. Student s special services, such as Individualized Education Program, gifted/talented, or 504 plan. Adding a Teacher or Administrator Profile After you save the information in the Add User window, the Add User To window appears. The teacher or administrator name, user ID, user type, and organization name appears. You need to add the teacher or administrator profile. To add a teacher or administrator profile: 1. In the Add User To window, the user details appear by default. You can edit the name and user ID, but not the user type. Enter the teacher or administrator profile. See Table 4-4 on page 31 for details. 2. Click Save. The User Added To window appears. To exit without saving the changes, click the Exit Edit User button. To add a teacher or administrator to one or more groups, click the Add User to Groups button. Select the groups from the Select Groups to Add to Users window, and then click the Add Selected Groups button. To add a teacher or administrator to one or more organizations, click the Add to Additional Organizations button. Select the groups from the Select Organizations to Add to Users window, and then click Add Selected Organizations button. To add another teacher or administrator, click the Add Another User button. Enter the teacher information. To edit the profile, click the Edit User button. The Edit window appears. To edit the profile and add teacher or administrator information, see Adding Teacher and Administrator Information on page 36. To return to the Users and Groups window, click Exit Add Users. SuccessMaker Learning Management System Administrator s Guide 30

37 Managing Users and Groups Figure 4-3. Teacher or Administrator Profile Table 4-4. Teacher or Administrator Profile fields Field User Name Password Confirm Password Title Description User name. The name can be from 3 to 20 characters. Password. The name can be from 3 to 20 characters. Re-type the password. Teacher or administrator title. Select Dr., Mr., Miss, Ms., or Mrs. from the list. Teacher or administrator address. Adding Student Information You can: Edit the profile Authorize login Associate with groups View and remove organizations View assignments Click Save after you have added or edited the required information. To exit without saving the changes, click the Exit Edit User button, and click No. NOTE: If you move to another tab, click another button in the window, or log out of the application, a message appears. You can click Yes to save and proceed, No to proceed without saving the changes, or Cancel to move to the previous window without saving the changes. SuccessMaker Learning Management System Administrator s Guide 31

38 Managing Users and Groups Profile You can edit the user s profile. See Table 4-2 on page 29 and Table 4-3 on page 30 for details. Permissions Clear the Allow Log In check box to prevent a student from logging in to the LMS. By default, the check box is selected. Groups The Groups tab displays the group name, group owner, and a description of the groups the student is associated with. You can use the Groups tab to: Add a student to groups Remove a group To add a student to groups: 1. After you click the Groups tab in the Edit Student window, click the Add User to Groups button. The Select Groups to Add to User window appears. 2. Select the groups, and then click the Add Selected Groups button. To remove a group: 1. Click the Remove option for that group name. 2. Click OK. NOTE: The student is no longer associated with the group, but the group exists in the LMS. SuccessMaker Learning Management System Administrator s Guide 32

39 Managing Users and Groups Figure 4-4. Editing Students - Groups tab Organizations The Organizations tab lists the organization to which the student belongs. Figure 4-5. Editing Students - Organizations tab SuccessMaker Learning Management System Administrator s Guide 33

40 Managing Users and Groups Assignments The Assignments tab lists the student assignment details. Figure 4-6. Editing Students - Assignments tab Table 4-5. Editing Students - Assignments tab fields Field Name Assigned By Product Subject/Course Description Assignment name. Teacher who created the assignment or the owner of the assignment. Product name. For example, SuccessMaker. Subject or course name. Files The Files tab lists the fluency files of the student. The fluency files are audio files generated on running the Reading assignments related to the fluency learning objective. Depending on the type of the fluency files, the score card for a student is generated. The status of the file is updated when the teacher assesses and grades the fluency files. To assess and grade the student s file, see the SuccessMaker Learning Management System User s Guide. To listen to the fluency file, click the file name. CAUTION: The fluency file will open in the default player for your operating system. If you choose a different media player, the fluency file may not open correctly. SuccessMaker Learning Management System Administrator s Guide 34

41 Managing Users and Groups Figure 4-7. Edit Students - Files tab Table 4-6. Editing Students - Files tab fields Field File Name File Type Assignment Date Created Status Options Save Selected Files to Disk Description Name of the file. Type of the file, such as Fluency. Name of the assignment with which the file is associated. The date when the file was created. Status of the file, such as Graded or In Review. Option to delete the file from the system. Save the file to the location you select on your computer. The teacher is informed about insufficient disk space to save the fluency files in the teacher login of the LMS application. You can remove the files from the system to clear space to save new fluency files. To remove a file from the system, click the Remove button. NOTE: When you remove the file, only the file is deleted and not other student data, such as Score or Grade data. The disk space for saving the files is allocated in the Data Settings tab of the organization. SuccessMaker Learning Management System Administrator s Guide 35

42 Managing Users and Groups Adding Teacher and Administrator Information You can: Edit the profile Associate the teacher or administrator with groups and organizations Assess a student's fluency files Click Save after you have added or edited the required information. To exit without saving the changes, click the Exit Edit User button, and click No. NOTE: If you move to another tab, click another button in the window, or log out of the application, a message appears. You can click Yes to save and proceed, No to proceed without saving the changes, or Cancel to move to the previous window without saving the changes. Profile You can edit the teacher s or administrator s profile. See Table 4-4 on page 31 for details. Permissions The Permissions tab displays a list of permissions for the teacher or administrator. Select the check boxes to grant permissions to the teachers or administrators. NOTE: By default, all the check boxes are selected, except Multi-role Settings. If you select the Multi-role Settings check box, you can assign multiple roles to a user. For example, if a teacher also performs school administrator tasks, select the Multi-role Settings check box and School Administrator from the list. Select the check boxes to grant rights to the teacher as a school administrator. The teacher will be able to click the Change View button to switch between the teacher and administrator interface. A teacher can be a school administrator or system administrator, but not a district administrator. Multi-role teachers do not inherit their teacher permissions when working as an administrator. Their permissions at any time are based on their current user type. For example, if a teacher has the right to change the owner of a group as a teacher but not as a school administrator, the teacher, after switching from the teacher interface to the administrator interface, cannot change the owner of the group. NOTE: You will see a different set of permissions for different user types. For more information about user types and permissions, see Chapter 3, Managing Organizations, on page 6. SuccessMaker Learning Management System Administrator s Guide 36

43 Managing Users and Groups Groups The Groups tab displays the group name, group owner, and a description of the groups they are associated with. The teacher or administrator may be the owner or belong to the group. You can use the Groups tab to: Associate the teacher or administrator with a group Remove a group To associate the teacher or administrator with a group: 1. After you click the Groups tab in the Edit window, click the Add User to Groups button. The Select Groups to Add to User window appears. 2. Select the groups, and then click the Add Selected Groups button. To remove a group: 1. Click the Remove option for that group name. 2. Click OK. Organizations The Organizations tab lists the organizations to which the teacher or administrator belongs. Teachers and administrators can be associated with multiple organizations within a district. You can use the Organizations tab to: Associate the teacher or administrator with organizations Remove association with an organization To associate the teacher or administrator with one or more organizations: 1. After you click the Organizations tab in the Edit window, click the Add User to Organizations button. The Select Organizations to Add to User window appears. 2. Select the organizations, and then click the Add Selected Organizations button. To remove association with an organization: 1. Click the Remove option for that organization. You cannot remove a default organization. 2. Click OK. NOTE: A default organization is an organization assigned to a teacher and administrator when the profile was created. SuccessMaker Learning Management System Administrator s Guide 37

44 Managing Users and Groups Assignments The Assignments tab lists the student assignments details. See Table 4-5 on page 34 for details. Adding Users to a Group After adding a user to an organization, you can add the user to a group. To add a user to a group: 1. From the home page, click the Users tab. 2. In the Users and Groups window, search for the users in the list to add to groups. 3. Select the user from the list, and then click the Add User to Groups button. The Select Groups to Add to Users window appears. 4. Search for the group in the list, and then select the group s check box. You can select multiple groups. 5. Click the Add Selected Groups button. Removing Users or Groups If you have permission, you can remove a user from an organization. To remove a user or group: 1. From the home page, click the Users tab. 2. In the Users and Groups window, search for the user or group in the list to remove. 3. Select the check box for the user or group, and then click Remove. CAUTION: The user or group is deleted permanently from the management system. SuccessMaker Learning Management System Administrator s Guide 38

45 Managing Users and Groups Managing Groups This section describes how to create and edit groups. For example, you can add or remove users from the groups, and also add or remove assignments for the groups. You can: Add a group Edit group information, such as assignments, users, and organizations Remove a group from a user Adding Groups You can add a group from the Users tab, or by clicking Manage Groups in the Users pane. When you create a new group, type a unique group name to create the group. You can add new groups, and then assign them to different owners. To add a group: 1. Confirm or select the organization in the Organization list and product in the Product list. 2. Click the Users tab. The Users and Groups window appears. 3. Click the Add Group button. The Add Group window appears. 4. Enter the group details. See Table 4-7 on page 40 for details. 5. Click Save. The Group-Added To window appears. From the Group-Added To window, you can edit the group profile, add users to a group, and create more groups. To edit the group profile and add more information, click the Edit Group button. See Adding Group Information on page 40 for details. To add one or more users to the group, click the Add Group to Users button. Select the check box for the users from the Select Users to Add to Groups window, and then click the Add Selected Users button. To add another group, click the Add Another group button. Enter the group information. See Table 4-7 on page 40 for details. SuccessMaker Learning Management System Administrator s Guide 39

46 Managing Users and Groups Figure 4-8. Adding a Group Table 4-7. Adding Group fields Field Name Owner Description Description Group name. The name can be from 1 to 35 characters. The group name should be unique for each owner. Group owner. The owner can be a teacher or an administrator. Group description. The description can be from 1 to 256 characters. Adding Group Information The group information is categorized into four tabs Profile, Users, Assignments, and Organizations. You can: Edit a group profile View users associated with a group View assignments of a group Click Save after the required information has been added or edited. To exit without saving the modifications, click Exit Edit Group. SuccessMaker Learning Management System Administrator s Guide 40

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