5. Click on Save changes

Transcription

1 Some Quick Getting started tips Create a new client 1. Open the web browser and insert the URL for your IOMAD installation 2. Click on the IOMAD 3. From the Company Management tab click on the link Create Company 4. Populate the company details: Name/Location details Theme details 5. Click on Save changes 2. Set up client departments 2. From the Company Management tab click on the link Manage departments 3. Click on the button Create department and populate the fields: Long name (e.g. Human Resources) Short name (e.g. HR) 4. Repeat steps 2 & 3 until all level 1 departments are created 5. To create a sub department under an existing department, tick the department you wish to position the sub department under before clicking on Create department 6. Click on Save changes

2 3. Course Management 3.1. Create a course container (course area which will hold the course description, course content or SCORM and certificate) dashboard Click on the tab Course Management and click on the link Create Course 3. Populate the course details: Course Full Name (e.g. Anti Bribery & Corruption - teaser (code:acabc1314)) Course Short Name (e.g. Code:ACME_ABC1314) 4. Decide, how do users enrol on the course? - Users can enrol themselves Self enrolment which bypasses the licence function - Enrolled by manager Manual enrolment which by passes licence function - Users require licence Manual enrolment which uses licence function 5. Insert course description 6. Click on Create and go to course 7. Adjust the look of course as desired and delete blocks you will not use 8. Add the course description details by editing the summary at the top and then click Save changes

3 3.2. Add a Certificate activity to a course container Is a Certificate required for the client course container? If so, does the certificate need to be branded and if so has this been made available in Moodle? If so, then execute the following steps:. Navigate to the correct course container 2. From the correct course container Click on Add an activity or resource 3. Select Certificate and apply the correct settings, see right. 4. Create license allocation and assign to a client course container Set the course availability

4 2. From the tab Course Management click on the link Manage Course Settings Filter the course list using the company drop-down 3. Now apply the following settings: Is Licensed = Yes Is Shared = No Note: Training expires after = set days if you want course chaser to go to enrolled users when they need to renew their training. Days to before training expires = set days if you want course chaser to go to enrolled users x days before their training is due to expire. Days to after if not complete = set days if you want course chaser to go to enrolled users x days after their training has expired. Create license allocation 4. From the License Management tab click on the License Management link 5. Click on the button Create License 6. Set the following values: 1. License identifier Client Start date End date 2. License expires after Date allocation is valued to 3. License is valued for: x days from enrolment 4. Number of Licenses to allocate: Number of purchased licenses. 7. Select which course(s) to assign this allocation to.

5 Note: Can create allocation per course, or assign multiple courses to allocate so you can assign a pool of licenses. 5. Add users to LMS 2. From the User Management tab choose the right company and then click on Create User 3. Click on the button Expand all and populate the fields: First name (e.g. Bob) Last name (e.g. Smith) address (e.g. bob.smith@ ELD.com New password o If you leave empty the password will be generated the user will be ed a temporary password and forced to change their password OR o Insert a password that satisfies the password policy If you want the user to change their password the next time they login then check the option labeled Force password change If you don t want the user to receive a password change notification via then select No OR If you do want the user to receive a password change notification via then select Yes, however you must also check the force password change to do this Department (either assign user to a company dept or leave on company name) Role to assign (either assign; User, Dept training

6 mngr, or Company mngr) 6. Assign user(s) to course(s) with Licenses 2. From the License Management tab choose the right company and then click on User license allocations 3. Choose the right license allocation 4. Select potential user and click on Allocate license The user is now assigned to the course. v