Table of Contents. For additional help contact NCCER Customer Service at or

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3 Table of Contents How to Login to TMS... 1 Create a New Class... 2 Setup Training Content Step Setup Training Content Step Add Instructors... 6 Add Students Option 1 (Cut-and-Paste)... 7 Add Students Option 2 (Type-in Students) Add Students Using Card Number Drop A Student Place Order Activate Tests Order Additional Module Attempts Enter Performance Profile Completions View Class Progress View Score Reports Change My Password For additional help contact NCCER Customer Service at tmshelp@nccer.org or

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5 HOW TO LOG IN Below are the steps involved in logging into the Testing Management System. 1. Go to 2. Click the Testing Management System hyperlink at the top of the page. 3. Enter your User Name (NCCER Card #) 4. Enter your Password (your temporary password is set by your Sponsor Representative) 5. Select Log into Testing Management System. 6. Select the responsibility that reflects the work you will be doing while you are logged in. Note: If you are only assigned one responsibility (e.g. Launch Exams for proctoring tests), the system will automatically open up the menu options for that responsibility. For additional help contact NCCER Customer Service at or Last updated 8/10/15

6 HOW TO CREATE A NEW CLASS Classes are setup in order to automate the process of ordering module exams, linking students to the tests, administering computer-based module testing and submitting results to the NCCER Registry. Step 1: Login under the Training Instructor responsibility Step 2: Select a Training Entity (If you are only affiliated with one Training Entity, the system will select the information for you) Step 3: Select the Create New Class tab Step 4: Enter a unique Class Name. Step 5: Enter a unique Class ID. (The Class ID can be any combination of letters or numbers and must be unique) Step 7: Enter the Start Date for the class. (Dates can be entered in the MM/DD/YYYY format or by selecting the calendar Icon. NOTE: The start date cannot be edited once the Create Class button has been selected) Step 8: Enter the End Date for the class. (Florida Schools Only): If you deliver training to both secondary and post-secondary students, the system will require that a Training Program Type be entered. a. Select either Florida Post-Secondary OR Florida Secondary. Step 9: Select the Create Class button. For additional help contact NCCER Customer Service at tmshelp@nccer.org or Last updated 8/10/15

7 HOW TO SETUP TRAINING CONTENT (STEP 1) Classes are organized by selecting the modules being taught. Any NCCER training modules can be included in a class. SELECT THE COURSE CONTENT Step 1: Select Add Training Content The TMS displays the Add Training Content screen Step 2: Select the following to define the type of training content Language (for the course) Craft (title) Level Language Hint: use the drop-down arrow to the right of each field to make a selection Craft Level NOTE: All current versions of curriculum are listed. Be sure to select the version of curriculum, in the TMS, to match the version of curriculum being taught. Incorrect selection may incur unintended charges. All purchases are final. No exchanges, refunds or credits are available. Step 3: Select NEXT For additional help contact NCCER Customer Service at tmshelp@nccer.org or Last updated 8/10/15

8 HOW TO SETUP TRAINING CONTENT (STEP 2) Class content can be added by craft level OR by individual module in order to match the way the training is being delivered. How do you want to add training content? Add by Level Add by module All of the modules for a craft level are added to the class Individually selected modules are added to the class Add by Level Step 1: Click Add by Level. Step 2: Verify that the class content displayed is correct. If correct, select Add Module Package If not correct, select Done o System returns to the Dashboard screen o Repeat Steps to Select the Course Content Step 3: Adding Core to Level 1 Craft (Optional) If the class is setup as a Level 1 course, the option exists to add Core to the class at no extra charge. This option is automatically selected in the system as Yes ; however this checkbox can be deselected. If the Core curriculum should be added to the class: o Select Version of Core curriculum to be added to the class Select Add Module Package

9 Add by Module Step 1: Click Add by Module Step 2: Select the Module Code Step 3: Select Add Module System returns to Course Content screen (NOTE: training content previously selected is still displayed) Step 4: Repeat previous steps to continue adding individual module content If wanting to add individual module content for the previously selected craft, select NEXT If wanting to add individual module content for a different craft, select Language, Craft and Level o Select NEXT Once content has been added to the class, whether by Level or by individual module, the content will appear on the right of the screen in a region titled Existing Class Training Content. Step 5: Select Done when training content is complete. For additional help contact NCCER Customer Service at tmshelp@nccer.org or Last updated 08/0/15

10 HOW TO ADD INSTRUCTORS Each class requires that an NCCER certified instructor be associated with the class in order for students to receive credit in the NCCER Registry. At least one appropriately certified instructor must be associated with the class before testing can begin/be activated. When a user sets up a class, that user is automatically added under the Instructors portion of the Dashboard. 1) Click the Add Instructors button from the Class Dashboard. 2) The system will check to see if an instructor with certification to teach the Training Content for the class has been added. A message will appear indicating which modules are or are not covered by a certified instructor. Once the message has been reviewed, choose Close to progress to the next step. a. Note: If no certified instructor(s) have yet been added to the class, all class content is reported as not covered. 3) Click Add (underlined link) next to the name of the instructor you want to add from within the Add Instructors table. 4) For each newly added instructor, the system will automatically display any modules that remain not covered in the class by a certified instructor. Instructors can be added as needed. If all modules are covered, a message will appear indicating all modules are covered. 5) Confirm that the instructor added in Step 3 appears within the Instructors Assigned to Class table. 6) Select Done once you have finished adding the instructor(s). If you have questions, please contact NCCER customer service at tmshelp@nccer.org or Last Updated 05/24/16

11 HOW TO ADD STUDENTS (OPTION 1): CUT-AND-PASTE Each student must have a unique candidate identifier provided in order to be entered into the Testing Management System. The candidate ID allows NCCER to accurately link the training records to the student in the NCCER Registry. Student information is added to a class by one of two methods: Copying-and-Pasting a student roster from Excel (see manual for format requirements to load students from a spreadsheet) Adding student information one at a time CUT-AND-PASTE 1. Select the Add Students button from the Class Dashboard. 2. Select the Candidate Identifier: Select ID Type (NCCER Card Number, SGN, SSN, etc) 3. Select Next. 4. Select import method: Cut-and-paste NOTE: If a student already has an NCCER Card Number, using the Card Number is the quickest and easiest way to populate student information into the system. To use this method, skip the rest of these directions and see How To sheet: Add Students Using Card Number.

12 5. Copy the data (not the column headers) from the spreadsheet Note: The data in spreadsheet format must match the layout shown below. See the manual for more details. The Student Identifier (SSN, SGN, Card Number, etc) will need to match the Identification Type that was selected in Step 1 above. 6. Paste the data into the Paste Data Window NOTE: Although the information does not align neatly, the Testing Management System will recognize that the information is from a spreadsheet format and will therefore be able to import the data directly into the system. 7. Select Next and system places the data into a grid

13 8. Verify the student information has been appropriately entered by the TMS into the grid/fields o If changes are required to the information, click in the field to be edited and make the change. o If additional student(s) need to be added to the class, select ADD A blank line will be added to the grid/table Enter the student information into each appropriate field 9. Once all of the student information is correct, select NEXT. The system returns to the Class Dashboard and the names will appear in the Class Details section of the Class Dashboard under Students. For additional help contact NCCER Customer Service at tmshelp@nccer.org or Last updated 03/07/16

14 HOW TO ADD STUDENTS (OPTION 2): TYPE-IN STUDENTS Each student must have a unique candidate identifier provided in order to be entered into the Testing Management System. The candidate ID allows NCCER to accurately link the training records to the student in the NCCER Registry. Student information is added to a class by one of two methods: Copying-and-Pasting a student roster from Excel (see manual for format requirements to load students from a spreadsheet) Adding student information one at a time TYPE-IN STUDENTS 1. Select the Add Students button from the Class Dashboard. 2. Select the Candidate Identifier: Select ID Type (NCCER Card Number, SGN, SSN, etc) 3. Select Next. 4. Select import method: Type in names NOTE: If a student already has an NCCER Card Number, using the Card Number is the quickest and easiest way to populate student information into the system. To use this method, skip the rest of these directions and see How To sheet: Add Students Using Card Number.

15 5. Add student information directly into the grid. o If additional student(s) need to be added to the class, select ADD A blank line will be added to the grid/table Enter the student information into each appropriate field 6. Once all of the student information is correct, select NEXT. The system returns to the Class Dashboard and the names will appear in the Class Details section of the Class Dashboard under Students. NOTE: When adding multiple students to this grid, it is acceptable to enter a different Student ID Type (i.e. SSN/SGN, NCCER Card #, etc.) for each student in the class. If so, make sure to select the applicable Student Identifier Type from the drop-down. Exclude dashes from the SSN/SGN. For additional help contact NCCER Customer Service at tmshelp@nccer.org or Last updated 03/07/16

16 How To Add Students Using Card Number If the student already has an NCCER Card Number, using card number is the quickest and easiest way to populate student information into the system. From the Class Set Up section of the Class Dashboard: 1. Select Add Students. 2. Use the drop-down menu to select the Candidate Identifier ID Type. 3. Select Next. 4. Select import method: Cut-and-paste 5. Simply type the card the candidates NCCER card number(s) in the Paste Data Window, separating the number for each candidate by pressing the Enter key on your keyboard. 6. Select NEXT. The system will then pull the candidate s name from the NCCER Registry and present the information in the grid similar to the one show below. 7. Verify the information in the grid. If changes are required to the information, click in the field to be edited and make the change.

17 8. Select Next and the system returns to the Class Dashboard. The names will appear in the Class Details section of the Class Dashboard under Students. 9. Additional students may be added to the class as needed. For additional help contact NCCER Customer Service at or Last updated 03/07/16

18 HOW TO DROP A STUDENT The Testing Management System allows for the ability to drop a student from a class. This function does not delete the student from the system as historical data must be kept. Step 1: Select Drop next to the student s name on the Class Dashboard The student is then listed as inactive in the screen and will not display their information on the Class Progress, Activate Tests, or Record Performance screens, allowing for focused review and reporting of only active students. NOTE: Students can be Reinstated in a class by completing the same steps as listed above. For additional help contact NCCER Customer Service at tmshelp@nccer.org or Last updated 02/08/16

19 HOW TO PLACE AN ORDER The Place Order function allows for the appropriate module package and/or individual module exams to be ordered and made available for activation. From the Activities section of the Class Dashboard: 1. Select Place Order. 2. Click the checkbox for each package or module to be ordered. Ordering multiple packages/individual module exams for each student, in one session, is permissible. NOTE: All Training Content is displayed. Be sure to select the version of curriculum, to match the version of curriculum being taught. Incorrect selection may incur unintended charges. 3. After selecting all the desired module(s) and/or package(s), click the Next button at the bottom left of the screen. 4. The Accept Payment screen will appear. A Purchase Order number may be entered in the Customer Reference field, at the top of the screen. 5. Confirm the content for this Order is correct. All purchases are final. No exchanges, refunds or credits are available. 6. If the order content is not correct, select the Back button to adjust the order as needed. 7. Once the order is correct, click the Accept button to authorize the charges. 8. An order confirmation will display at the top of the Class Dashboard. To Activate Tests, select the Activate Test button from the Class Dashboard. (Consult How To for Activate Tests) If you have questions, please contact NCCER customer service at tmshelp@nccer.org. For additional help contact NCCER Customer Service at tmshelp@nccer.org or Last updated 03/01/16

20 HOW TO ACTIVATE TESTS In order for a student to take a test, it must first be activated in the Testing Management System. From the Activities section of the Class Dashboard: 1. Select Activate Tests. 2. From the Module Milestone Summary table, select the Activate hyperlink in the column for the appropriate module exam. 3. Verify the correct Module Instructor is selected at the top of the screen. If more than one instructor is listed, select the checkbox next to the correct Instructor of Record for the module. 4. Click the checkbox in the Select column next to each student s name that is ready to test. (If the Select column is highlighted in yellow, see the instructions on the How To sheet for Ordering Additional Module Attempts.) 5. Select Next 6. The system will return you to the Module Milestone Summary table. To verify the system Activated the test successfully, look for an A (for Activate) in the column with the appropriate module number just processed. For additional support For additional help contact NCCER Customer Service at tmshelp@nccer.org or Last updated 03/03/16

21 HOW TO ORDER ADDITIONAL MODULE ATTEMPTS This process allows for the purchase of additional testing attempts (above the initial 2 attempts) on a module exam. These purchases are made for the individual student and the individual module. The Place Order and Activate Test screens are setup to display when a student has used all of their testing eligibilities (previous purchases) and needs to have additional testing attempts purchased. If, under Activate Tests, the checkbox next to the students name in highlighted in yellow, then additional testing attempts must be purchased. To make the purchase, you can use one of the following options: 1. Use the Place Order button under Activate Tests. 2. Exit out of Activate Tests and select Place Order from the Class Dashboard. Under either process, you will follow the same steps listed on the Place Order How To the only difference is that you will select an individual module rather than a module package. In Step 2, select a checkbox under the column heading for the individual module (i.e ) and not a module package (i.e. P ). 3. After the Place Order steps are complete, follow the instructions under the How To sheet for Activate Tests. For additional help contact NCCER Customer Service at tmshelp@nccer.org or Last updated 03/03/16

22 HOW TO ENTER PERFORMANCE PROFILE COMPLETIONS Performance profiles are conducted outside of the Testing Management System; however, their successful completion must be recorded in the system in order for the student to receive credit in NCCER s Registry. Step 1: Select Record Performance. Step 2: Select Performance in the column reflecting the module for which performance is to be recorded. Step 3: If more than one instructor is shown in the Allowed Module instructor list, select the instructor that will be the Instructor of Record for this particular module test. Step 4: Enter the date when the Performance Profile was completed in the column labeled Performance Completion Date. NOTE: Dates should be entered using the MM/DD/YYYY format. Step 5: Select Done. Once a performance profile is recorded, the system shows the Milestone Summary table where it can be verified that the performance profile completion is recorded (shows as a P ). For additional help contact NCCER Customer Service at tmshelp@nccer.org or Last updated 8/10/15

23 HOW TO VIEW CLASS PROGRESS In order to keep track of each student s progress towards module completion, a Milestone Summary table is provided to help keep track of student progress throughout the course. Select View Class Progress Milestone Summary Table Within the Milestone Summary table, instructors/users can track the progress of their students as they advance throughout the course and complete different training elements on their way to module completions. The Milestone Summary table displays the most recent module exam result (Pass/Fail) and results from any recorded performance profiles. Milestone Summary Codes/Legend Under each Module column of the Milestone Summary table, there are 3 dashes: First dash represents the status of the module exam. Second dash separates the status of the module exam from the status of the performance profile.

24 Third dash represents the status of the performance profile. Upon initial completion of a class, the Milestone Summary table displays all dashes (since there has not been any testing activity). There are 3 possible statuses for a module exam: 1) A = module exam has been activated for testing. 2) P = student successfully Passed the module exam. 3) F = student was not successful in passing the module exam (Failed). There are 2 possible statuses for a performance profile: 1) P = student successfully completed the performance profile. 2) N = N/A, there is not a performance profile required for the module. NOTE: successful completion of a performance profile is earned when the student completes all tasks listed in the performance profile. Module # Interpretation No tests scheduled, no prior module history, no performance recorded A Written test activated (scheduled), no performance recorded N No performance required for the module F Written test failed. No performance recorded. P Written test passed. No performance recorded. P No written test taken or enabled (scheduled). Performance recorded. P P Written test passed, performance recorded. R NCCER has recorded the module completion in the ANR. For additional help contact NCCER Customer Service at tmshelp@nccer.org or Last updated 8/10/15

25 HOW TO VIEW SCORE REPORTS Once a student has completed a module exam, the Testing Management System automatically scores the exam. Student scores are available within minutes of completing the exam and can be retrieved by any user who has Training Instructor responsibility and is affiliated with the class. Students do not have access to retrieve their own module exam scores. 1. Navigate to the Class Dashboard page for the specific class. 2. Click the Score Reports button from within the Activities table. 3. Enter search criteria. a. NOTE: It is recommended that the user not enter too much information in the search criteria screen as it may limit the result reported. b. If you do not fill in any information and then click search, you will be presented with scores for all students that have completed exams. 4. Click the Search button. 5. Verify the score results are then displayed by the system. a. Results can be sorted based on any column by clicking on the column title. b. If desired, results can also be exported to Microsoft Excel by selecting the Export to XLS button at the bottom-right of the page. Alternatively, you also have the option to view the score report for an individual candidate by selecting the candidate s name (hyperlink) from the Class Dashboard page from within the Class Details table. The system will show all completed and activated exams for the student in that specific class. Codes in the Status column: o CO = Complete (meaning the exam has been completed). o SN = Scheduled, Not Started (meaning the exam has been activated and is ready for use, based on the retest policy). For additional help contact NCCER Customer Service at tmshelp@nccer.org or Last updated 03/17/2016

26 HOW TO CHANGE MY PASSWORD In order to ensure security of your user account, upon initial login into the Testing Management System, you will need to change your temporary password to something more secure. These steps can also be used if you choose, at any time, to change your user account password. Step 1: Select the Options menu at the top of the screen Step 2: Select Change Password. Step 3: Enter your Old (Existing) Password Step 4: Enter your New Password Step 5: Enter your new password (again) in Confirm new password Step 6: Select Change Rules: Passwords are required to be a minimum of 6 characters in length, and can be any combination of letters or numbers. If your password is forgotten, you will need to contact your Sponsor Representative who will reset your password For additional help contact NCCER Customer Service at tmshelp@nccer.org or Last updated 8/10/15

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