Basic User Tips

Transcription

1 Basic User Tips Certification vs Course vs Offering vs Certificate Certificate - piece of paper; printable documentation of Course completion Registration Process Some courses are part of a certification. If you are required to take training, check to see if there is a certification with that name first. It adds a step to the process. Certifications can have options (paths) for completing the requirements. For example, the HRPP/IRB training requirement can be met in 3 ways (standard course, documenting another institutions training, or a refresher to previous IRB training). Choose the path that is right for you. You can always change it later. Tips Register button typically the easiest way is to hit Register > Complete Registration. Which Path? Choose based on your situation, but you can always change your path later. First assignment s window will launch may need to adjust window size. Common Registration Problems The most common problem during registration is the system will not allow double registrations for the same course or certification. Try these solutions or call the Helpdesk weekdays at Already registered Login and check In Progress portal for existing registration....no items to register for... Check for existing registration of that course in the In Progress Training and/or Completed Courses. REQUIRED PRE REQUISITES Check the course requirements; or seek another path.

2 Example Registration Complex Certification Registering for a Certification adds additional steps to the process. You must first register for/select a path which may have one or more courses. Click to check for (or choose) another path. Then click Register for Path button. You will then be asked to select an offering of the required course or courses. Remember, a course can be offered online or in person and many times. Many certifications have a single web based training option already selected. You can just click Complete Registration button. Then click Register for Path button.

3 Return to Finish a Course You can return to complete courses by logging into The entire list of can be found under your My Training tab in In Progress Training (left hand menu). Click to show assignments for a course. You cannot jump ahead in assignments until you are done. Clicking OK lets you continue where you stopped last time. Cancel takes you back to the beginning. Sometimes an assignment doesn t immediately show as Completed. Refresh by clicking the Main tab or checking My Training tab (Is it in the Completed list or In Progress list?) Toggle the Main/Learning Assignments tabs to refresh. Or look in My Completed Courses

4 Document My Training View/Print a CERTIFICATE of COMPLETION Go to My Training tab and look under My Completed Courses. You may need to adjust the dates to go further back. With your mouse, hover over the Actions (right column) and click Print Certificate. Note there are some printing issues with Firefox. Contact the Helpdesk if necessary. Hover over the ACTIONS for options Remember, some programs require documenting Certifications; those with periodic re training requirements, for example. The Conflict of Interest office and Human Research Protection Program staff have access to relevant training certification records. Primary Investigators and Project Managers can get access to their personnel s training records by contacting the Helpdesk. Weekdays Helpdesk: , train@ora.msu.edu Frequently Asked Questions

5 People Administration dropdown REPORTS You must have People Administration access added to your account to run the following reports. Contact the Helpdesk at After login, begin by choosing the People Administration dropdown (at top right part of window) Some reports focus on certifications status. Some reports look up course transcripts. Some reports look up everyone for a course/certification, but you can also look up specific individuals. Check a Trainee s/investigator s COURSE records 1. Click the Reports tab. 2. Click Search to bring up report options. 3. Choose a Report. AD HOC COURSES report Leave Course field open and enter person fields to get full transcript of that person (all their courses) Enter a Course name to get list of all people who have taken that course. 4. Hover with your mouse over the Actions (far right column) and click if you want to send it to someone or otherwise click Execute. 5. Enter in fields you want to search by. Narrow your search by entering more details. Leaving course field black results in All courses being found for a person.

6 REPORTS Continued 3. Choose a Report. AD HOC CERTIFICATION Compliance Status report Allows you to see all people with a certain certification (or all certifications held by a certain person) Certification Status can be either Assigned, In Progress, Acquired, Overdue, or Expired. Acquired means that all requirements are complete and current. If you enter a specific certification without any Person identifier, you will get a list of everyone holding that certification including those who are only Assigned, as well as those who are currently in Acquired status (compliant). Make sure you check the Make sure you check under the Completed Details tab of your report results! If you enter a person s name or one of their identifiers (NetID, APID...) and leave the Certification field blank, you will get a list of all their certifications. The system has some limitations, so if you get an error, try to narrow your search further or check the spelling or ID number for accuracy. Contact the Helpdesk at train@ora.msu.edu if you would like a special report turned on or created for your needs.

7 People Admin dropdown Assign/remove Certification Requirement Required training can be assigned through the Team Dashboard or People Administration dropdown. Add a JOB ROLE You will already be on the Internal Search for People page. 1. Search. Choose a field/s to search by. The more detail, the fewer results you will get. For example, if you only enter last name = smith, then you will get all users with the last name smith. Narrow your search by adding a first initial or first name. 2. Click FULL PROFILE 3. Scroll down to Job Information > Required Roles. Click to Add Required Role. 4. Find Human Researcher (HRPP/IRB), check box and hit Add These Roles button.

8 People Administration dropdown PROXY View From People Administration, click the Proxy Settings menu item. Choose Add Proxy Add yourself as the Proxy. Search for who you will be viewing using the Picker. Click/check the left hand box for your selection. Click Add Selected. Immediately, you will see them listed (you can add more people if desired). Once all have been selected, click the Select button. Return to complete the other fields. Include Home and Save. To access Proxy Mode, look in top right side of your screen. You may need to click to your Home page. Some browsers require logging out and back in before the Proxy Mode is available.