ClassLink ClassMate. for Adult Education. Introduction to System Administration A Quick Reference Guide

Transcription

1 ClassLink ClassMate for Adult Education Introduction to System Administration A Quick Reference Guide

2 Agenda Accessing ClassMate First Time Access & Setup Repeat Access Creating Desktop Shortcut ClassLink, Inc. User Processing Adding a New User Employee Management User Management Module Username Password Employee Linkage Location Default User Groups Creating User Groups Adding Users to established Groups Module Management Assigning Modules to groups/users Assigning Reports to groups/users System Customization Editing Misc Tab Grading Tab Rubrics Tab Unit Grading Tab Removing assigned modules or reports Deleting a user

3 Accessing ClassMate for Adult Education First Time Access Open Internet Browser Enter URL Click First Time Setup Select the operating System and download the client Perform installation steps Once installation is complete Click Connect to Launch ClassMate When the ClassMate login window appears enter your username & password to sign in

4 Accessing ClassMate for Adult Education Returning Access Open Internet Browser Enter URL Click Back Again When the ClassMate login window appears enter your username & password to sign in

5 Accessing ClassMate for Adult Education Creating a Desktop Shortcut Right Click on any empty space on the desktop The context Menu will display. Highlight New then Shortcut on the pop up The Create Shortcut pop-up appears, with a window labeled, Type the location of the item: Enter the following: ClassMate for Adult Ed: LaunchPad: Click Next at the bottom of the pop-up. Enter a Shortcut name. Normally this would be CM for Adult Ed or LaunchPad as needed. Click Finish at the bottom of the pop-up. ClassLink, Inc. The new shortcut will display on your Windows desktop.

6 Adding a new User Create Employee Getting Started Double Click My Modules>Double Click Personnel Management>Click Employee Management Prior to adding a new user to ClassMate you must create an employee record. This record will be linked to the user name you will be establishing. This is a mandatory step. Prior to entering a new employee, first check the existing list to ensure you are not creating a duplicate entry.

7 Adding a new User Create Employee-General Tab Select the General Tab Click the Green next ID Button. This will produce the next available ClassMate employee ID. Mandatory field. Enter the State PPID # (PA only). If this is unknown you can continue and save the record. PPID must be populated for PIMS submission Enter First Name Enter Last Name. Mandatory field

8 Adding a new User Create Employee-General Tab The general tab has only 2 (Employee ID and Last Name) mandatory fields required to save the employee record. However, state reporting requirements may require additional fields. Check with your school administration to ensure all required information is entered into Classmate as needed. This would include any additional tab in this module. For example, the rates tab must be populated to allow the instructor to be added to instructional course offerings however, it is not required to add a new user.

9 Adding a new User Create Username & Password Getting Started Double Click My Modules>Double Click >Click ClassMate User Management After the employee record has been created, an employee needing access to ClassMate must have a unique username and password created to securely sign into ClassMate.

10 Adding a new User Create Username & Password Enter a Username using the proper convention in the Username Field * Click the BLUE Add Button to add the username Verify the correct username is selected and is displayed In the General Tab, enter a Password for the username just created in the Password field * Click the BLUE Employee Button to locate and link the employee record previous created. Click SAVE

11 Adding a new User Create Username & Password Usernames & Passwords Notes: Each school will have a standardized convention and protocols for creating usernames and passwords. Please create the usernames and passwords in accordance with your school policy. Once a password has been established for a user (generally this is a generic password assigned to all users), it is a ClassMate best practice to walk the users through changing their password the first time they login. This will allow them to create a secure password. ClassMate gives system administrators the option to allow users to change their password at any time and keeping the functionality available or turning off the feature and managing password changes at the system administrator level. This feature is turned on and off in the Customization Module.

12 Adding a new User Location Defaults The location default tab will allow the system administrator to identify a default location for the user. ClassMate must have a default location identified in the system so the user can view and utilize functionality specific location to their location. Even if you only have 1 location you must ensure the location default is set in this tab. To begin, ensure you have selected the Location Defaults Tab Click the BLUE Location Button.

13 Adding a new User Location Defaults Select the Primary Location for the user by clicking on the location. The selection will be highlighted blue Click the GREEN checkmark. The selection will now display for the user Click Save

14 Creating User Groups Create User Groups Getting Started Double Click My Modules>Double Click >Click User Group Processing ClassMate functionality allows users to only see the modules and reports needed to do their job. The ability to customize what the user sees is controlled by the system administrator. In an effort to maximize efficiency, ClassMate encourages system administrators to create user groups that users with similar job functions can be assigned to. Often, users in a school need to see the same set of modules/reports, for example Instructors, would all have the same modules/reports. By creating a group called teachers you can quickly and easily add all teachers to the group and then assign modules/reports to a bulk of users rather than by individual user. ClassLink, Inc. If you create groups you must then assign the users to the groups. Then you can assign the appropriate modules/reports.

15 Creating User Groups Create User Groups: Group Maintenance Tab To begin, ensure you are on the Group Maintenance Tab: Enter a User Group Name in the Enter a User Group Name field Click the BLUE Add Button to add the User Group Click SAVE. The New User Group will then display in the Group grid

16 Creating User Groups Create User Groups: Group Assignment Tab To begin, ensure you are on the Group Assignment Tab. Users are added to the user groups here. Users must be created ClassMate User Management before they will appear on the Group Assignment tab. Select a User Name from the user listing. These names will be added to the user group selected in the next steps. Click one of following BLUE buttons : >> To add the selected user name << To remove the selected user name ALL CLEAR To add every user listed To start over and remove all names selected The selected names will display in the grid to the right of the BLUE buttons ClassLink, Inc. Click SAVE. The New User Group will then display in the Group grid

17 Creating User Groups Create User Groups: Group Assignment Tab To begin, ensure you are on the Group Assignment Tab. Users are added to the user groups here. Users must be created ClassMate User Management before they will appear on the Group Assignment tab. Select a User Group from the Group listing. Click one of following BLUE buttons : >> To add the selected user group << To remove the selected user group ALL CLEAR To add every user listed To start over and remove all names selected The selected names will display in the grid to the right of the BLUE buttons Click SAVE. The selected users will now be part of the user group identified.

18 About User Groups Assignments Once you have assigned a user to a User Group you can easily identify which groups a user has been assigned to. A user can belong to more than one user group. On the Group Assignment Tab,in the user name listing you will notice some of the usernames have a plus sign + next to the left of the name. This signifies that the user has been assigned to at least one user group. Click on the plus sign + to see all the user group the user has been assigned to.

19 Assigning Modules & Reports Assigning Getting Started Double Click My Modules>Double Click >Click User Module Management ClassMate functionality allows users to only see the modules and reports needed to do their job. The ability to customize what the user sees is controlled by the system administrator. Assigning the correct and appropriate modules/reports to the correct user groups is a key aspect of maintaining ClassMate. ClassLink, Inc. Is it vital to have an approval process in place to determine which staff should receive certain modules. It is a ClassMate best practice to receive approval from administration before assigning a module to a group or individual. Assign only what is needed to a group or individual.

20 Assigning Modules & Reports Assigning Select a User Group or User Name from the listing by clicking Click one of following BLUE buttons : >> To add the selected user name/group << To remove the selected user name/group ALL CLEAR To add every user/group listed To start over and remove all names/groups selected The selected names will display in the grid to the right of the BLUE buttons

21 Assigning Modules & Reports Assigning Select the module category (all associated modules will be included), individual module, report category (all associated reports will be included) or individual report. Select by clicking / Click one of following BLUE buttons : >> To add the selected category, module or report << To remove the selected category, module or report ALL CLEAR To add all modules & reports listed To start over and remove all modules & reports selected The selected category, module or report will display in the grid to the right of the BLUE buttons ClassLink, Inc. Click SAVE. The category, module or report will now be assigned to the user group or individual identified.

22 Editing Assigning Modules & Reports Removing assigned modules & Reports After modules and reports have been assigned or either a group or an individual it may be necessary to remove the assignment due to a change in job function, an error during assignment or implementation change. To remove an assigned module or report you must ensure you are on the Remove Module/Reports Tab within the module. Select a User Group or User Name from the listing by clicking

23 Editing Assigning Modules & Reports Removing assigned modules & Reports Click one of following BLUE buttons : >> To add the selected user name/group << To remove the selected user name/group ALL CLEAR To add every user/group listed To start over and remove all names/groups selected The selected names will display in the grid to the right of the BLUE buttons

24 Editing Assigning Modules & Reports Removing assigned modules & Reports Select the module category (all associated modules will be included), individual module, report category (all associated reports will be included) or individual report to be removed from the assignment. Select by clicking. Click one of following BLUE buttons : >> To add the selected category, module or report << To remove the selected category, module or report ALL CLEAR To add all modules & reports listed To start over and remove all modules & reports selected The selected category, module or report will display in the grid to the right of the BLUE buttons Click SAVE. The category, module or report will now be removed from the user group or individual identified.

25 Viewing Assigning Modules & Reports Viewing assignments After modules and reports have been assigned or either a group or an individual you want to see what has been assigned. Select a User Group or User Name from the listing by selecting a user group or individual. Right click and select View Assignments All assignments associated with the Selected group or user will display

26 Deleting a User Remove a username ClassMate requires maintenance to ensure the system functions in the manner it is intended. After an established user is created is may be necessary to remove the user. This may be due to the user leaving the school or if the username was created and there is an error. Once the username is remove login will not be possible. Getting Started Double Click My Modules>Double Click >Click ClassMate User Management Select the username to be removed by clicking Click the RED Delete icon located along the top of the screen. A removal confirmation will display.

27 System Customization Prior to fully utilizing ClassMate for adult education the system must be customized to work in the manner expected. The customization module allows the global settings to be identified that will drive how the system functions. Maintenance of these settings is a key part of the system administrator role. The areas requiring discussion include: Messaging Password Management Grading Rubrics Unit Grading Getting Started Double Click My Modules>Double Click >Click Customization Management

28 System Customization Misc Tab The Misc. Tab in the customization management module will allow the following system settings to be established: ID Messaging Password Mgmt Ability to start the ClassMate student ID s with a specific number Ability to turn on and off ClassMate messaging functionality Ability to turn on and off password change for users

29 System Customization Grading Tab The Grading Tab in the customization management module will allow the following system settings to be established: Calculated Grade Method: A global setting must be established for the grading method to be used for ALL course in Classmate. You may select a standard Numeric grade or a Rubric Grade. Once a setting is established follow up information will be required dependent upon the choice. Certificate Requirements: A flag to apply certificate requirements and associated thresholds to certificate programs can be established if the functionality is be utilized

30 System Customization Rubrics Tab The Rubric Tab in the customization management module will be utilized if the Rubric Grading Method is selected on the Grading Tab. The corresponding Rubric will display and the established rubric criteria should be entered on this tab.

31 System Customization Unit Grading Tab The Unit Grading Tab in the customization management module will be required if the Unit Grading Functionality is being utilized in ClassMate. This tab and the setup details are outline in the Unit Grading Documentation. The global settings on this tab establish criteria for functionality including the following : Passing & Failing thresholds as it pertains to Lab and clinical tasks Passing Grade thresholds as it pertains to theory grading Attendance hour threshold required to pass

32 Required Steps prior to first Base Data Training: 1. Create the employees who will be participating in the training (Module: Employee Management) 2. Create the usernames & passwords for users who will be participating in the training (Module: ClassMate User Management) 3. Link the usernames to the employees (Module: ClassMate User Management) 4. Assign modules & reports (Module: User Module Management) All Base Data Information Modules/Reports All Personnel Management Modules/Reports All Curriculum Management Modules/Reports

33 Required Steps Continued: 5. Go to the training lab PC s & perform the first time setup steps to install the Citrix plug-in. Use URL: 6. Create a desktop shortcut on all training PC s. 7. During training the users must be able to print to a network printer please test printing from ClassMate and let ClassLink know if you experience problems.

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