Learning Management System

Transcription

1 Learning Management System Firm Administrator Quick-Start Guide Welcome We are pleased to introduce you to the Learning Management System (LMS) an exclusive benefit for the clients of XL Group s Design Professional unit. Please take a few minutes to read these instructions before accessing the LMS. The basic steps to getting started as a Firm Administrator in the LMS: 1. Login and change your password 2. Review your firm information page 3. Use the Enrollment Wizard to access content Login and Change Password Find XL Group s LMS at Your user name and temporary password were provided in your initial invitation. If you can t find this information, please contact your agent or our Learning Management Center at for assistance. On the LMS home page, simply click either of the two login links, located in the top and side menu bars. Then enter your user name and password exactly as they appear in your notification the fields are case sensitive.

2 LMS Firm Administrator Quick-Start Guide 2 Upon successful login with your temporary password, the LMS will prompt you to select a new password. This step cannot be ignored as the LMS will not allow you to proceed until your password has been changed. A few tips: your new password must be at least 8 characters long. It can contain some numbers, but it cannot be all numbers. Nor can your password be the same as your user name. Your user name and password should not be shared with anyone else. Review Firm Page After changing your password, you will go to your organization s administrative page. The FIRM INFORMATION page will be your default page on future logins. This screen is intended to give you quick access to most of the administrative functions you ll need, as well as provide a quick visual representation of your firm s elearning progress. From this screen you can: View/update your company s basic information Access detailed information on course enrollments Enroll your firm in a course that qualifies for an education premium credit Grant user access to the Contract eguide Enroll staff members in courses for learning units only Add users Access individual users and see their progress in enrolled courses Add Users You must add all of the appropriate personnel to the LMS before you enroll your firm into a course. Load the system with your firm s Principals (this category includes principals, partners, executives and contract officers) and Professional Staff (which includes project managers, architects, engineers and scientists). These are the two basic categories of staff that are required to participate in our programs for premium credit. When you enroll your firm (covered in the next section), the LMS will automatically select and enroll the appropriate participants. You may also add Technical staff (CAD operators, drafting, field and laboratory personnel), Non-Technical staff (equipment operators and other field personnel) and Administrative and Other staff. This will allow you to enroll these individuals as you choose, but their enrollment will not impact your firm s education premium credit. If you have a lot of users to add to the system, you can enter each of them individually or use the Excel template provided at the bottom of the FIRM INFORMATION screen. Fill in the template and it to us as indicated in the so that we can do a mass upload of your staff.

3 LMS Firm Administrator Quick-Start Guide 3 Add User Instructions 1. Open the Add User Screen From the FIRM INFORMATION screen, click the ADD USER tab that s just above the USER INFORMATION box. 2. Enter Employee Data a. First Name b. Last Name c. Login (We suggest using the person s address, which will provide a unique user name in the system) d. Security Level (Select Learner unless you are setting up a secondary administrator for your firm) e. Phone Number f. (This is a required field, as this is how the LMS will notify learners of enrollments) g. Employee Category (as previously described) h. AIA # (if applicable) 3. Update Employee Address If necessary; for example, if the employee was in a branch or office location different than the main firm address. 4. Click Add This will add the user and bring up a fresh screen for you to add the next employee. Continue steps 1-4 until you have entered all the Principals and Professionals at your firm. 5. Return to Firm Information Screen Click the FIRM tab at the top of the Add User box to return to the FIRM INFORMATION screen.

4 LMS Firm Administrator Quick-Start Guide 4 Enroll Firm and Individuals for Courses/Programs There are three types of enrollments you can perform, and the Enrollment Wizard helps you select the right one and guides you through the steps to complete the process. You ll find buttons and links to the Enrollment Wizard throughout the LMS. The easiest one to locate is at the top of your FIRM INFORMATION screen; on that same screen, there s also a tab in the Firm Enrollments section. You ll also find a tab on each individual MANAGE USER screen, as well as a button on your own MY ACCOUNT screen. The three options on the Enrollment Wizard are: Firm PLEP Credit Enrollment Before you select Firm PLEP Credit Enrollment, be sure to add all of your firm s principals and professionals as users in the LMS. Use this option to enroll your firm in a course that qualifies for an education premium credit. This option will bring up a catalog of available courses. The catalog includes a brief course description and identifies the required participants. Pay close attention to the Participants and Completion Requirements sections. All required staff must take the course for a firm to qualify for an education premium credit. Do NOT click Enroll if you have not already added your firm s principals and professionals as users in the LMS. Click the MY FIRM tab on the top navigation bar and add the required participants as LMS users in your firm before returning to the Enrollment Wizard. When you click the Enroll button in the catalog, the LMS will automatically select any existing users who match the required participants category.

5 LMS Firm Administrator Quick-Start Guide 5 Let s use Contract Basics for Design Professionals as an example. This course requires all principals to participate in order for a firm to qualify for an education premium credit. In this firm, there is one principal, one professional and one administrative user. The LMS automatically selected the principal as the required staff to participate for premium credit. If you ve reached this screen in error that is, if all of your firm s mandatory participants are not shown under Required staff already enrolled for PLEP credit please contact the Learning Management Center at so that we can adjust the enrollment to include the proper individuals. If you have other users set up in the LMS already, like professional and technical staff, then those names will appear on the screen. Check the box next to any user s name to enroll them in the same course. After you ve selected any optional participants, click the Finalize Enrollment button to return to your firm s screen. Note that these participants are optional and do not impact your firm s ability to earn an education premium credit. Each enrolled participant will receive a customized with information about the course, a link to the LMS and his or her login name. New users who have never logged in to the LMS will also receive a temporary password. Finally, you, as the firm s administrator, along with your broker, will receive an confirming that a PLEP Credit Enrollment has been processed. On your FIRM INFORMATION screen, you ll see the course name and status in the Firm Enrollment section, including the date enrolled, the number of individuals enrolled. As staff members complete their tests, you ll see the completed numbers and overall percentage increase. When all required participants have completed the course test with a score of 80% or higher, the administrators in XL Group s Learning Management Center will be notified of the completion. Once approved by the administrator, you and your broker will receive an congratulations message, advising the policy year to which your banked premium credit will apply. The course status in your Firm Enrollments section will also show 100% and the credit year. When participants complete the course, they will be able to print customized certificates of completion. And if the user s record contains an AIA membership number, we will report learning units to the AIA on his or her behalf.

6 LMS Firm Administrator Quick-Start Guide 6 Learner NON-PLEP Credit Enrollment Use this option to create individual course enrollments that do not qualify for an education premium credit. Why might you want to do this? Here are a couple of reasons: Have new employees take a basic course, like Lessons in Professional Liability, that your firm has already participated in for PLEP credit. Provide employees with opportunities to earn needed learning units. This button will bring up a catalog of available courses. Click the enroll button next the desired course, and you ll get a screen that allows you to select course participants by checking the boxes next to their names. Click the Finalize Enrollment button to return to your firm s screen. Each enrolled participant will receive a customized with information about the course, a link to the LMS and his or her login name. New users who have never logged in to the LMS will also receive a temporary password. Upon completion of the courses, participants will be able to print customized certificates of completion. And if the user s record contains an AIA membership number, we will report learning units to the AIA on his or her behalf.

7 LMS Firm Administrator Quick-Start Guide 7 Granting Access to XL Group s Contract eguide for Design Professionals This option allows you to quickly enroll yourself and others for access to the Contract eguide. Click the Guide Access button to bring up a list of your firm s LMS users. Check the boxes next to the users names to grant them access to the eguide. Click the Finalize Enrollment button to return to your firm s screen. Each selected user will receive a customized with information about the Contract eguide, a link to the LMS and his or her login name. Brand new user who have never logged in to the LMS will also receive a temporary password. Where to Find Help Customer Care and General Inquiries If you have questions about our Learning Management System, course content or premium credit, or if you need assistance managing your account, contact: XL Group s Learning Management Center xldp.canada@xlgroup.com Technical Support For technical issues, such as difficulty viewing website images or web browser functionality, contact: Next Knowledge Technical Support support@nextknowledge.com

8 LMS Firm Administrator Quick-Start Guide 8 Information Center To review the Learner Quick-Start Guide, with instructions on how to launch courses and resources and for video tutorials on performing common tasks, go to the INFORMATION CENTER tab on left navigation column of the LMS home page and on the Help drop-down menu after you ve logged in. Published by XL Group s Design Professional unit 100 Yonge Street, Suite 1200 Toronto, ON M5C 2W xldp.com The information contained herein is intended for informational purposes only. Insurance coverage in any particular case will depend upon the type of policy in effect, the terms, conditions and exclusions in any such policy, and the facts of each unique situation. No representation is made that any specific insurance coverage would apply in the circumstances outlined herein. Please refer to the individual policy forms for specific coverage details. XL Group is the global brand used by XL Group plc s insurance subsidiary. Coverages are underwritten by XL Insurance Company Limited Canadian Branch, an XL Group plc Insurance company. Coverages not available in all jurisdictions. Information accurate as of April 2012.