STANLEY Healthcare University Training & Certification Portal. Student Quick Reference Guide

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1 STANLEY Healthcare University Training & Certificatin Prtal Student Quick Reference Guide

2 Table f Cntents Registering fr a STANLEY Healthcare University Site User Accunt... 3 Lgging int the STANLEY Healthcare University Site... 6 Updating Yur Prfile... 7 Registering fr a Classrm Curse... 8 Enrlling in a Certificatin...12 Accessing and Cmpleting an Online/eLearning Curse...13 Enrlling in and Cmpleting an On-the-Jb Training (OJT) / Cmmissining Inspectin / Recertificatin Affidavit...15 Enrlling in an OJT / Cmmissining Inspectin / Recertificatin Affidavit:...15 Cmpleting an OJT / Cmmissining Inspectin / Recertificatin Affidavit:...16 Accessing and Cmpleting an Assessment (Exam/Test)...19 Assessment Retake Prcess...20 Cmpleting a Pst-Class Survey...21 Printing a Certificate f Cmpletin...23

3 Registering fr a STANLEY Healthcare University Site User Accunt Nte: Only use the belw prcess t request a user accunt if yu have nt used the site befre r if yu d nt have an existing user accunt. T check if yu have an existing user accunt, n the Lgin page, click Frgt Passwrd?, enter yur business address and click Send Passwrd. If yu d nt receive an within 10 minutes in yur Inbx r Spam flder, fllw the belw prcess t request a user accunt. If yu have an existing user accunt, refer t the prcess: Lgging int the STANLEY Healthcare University Site. 1. Navigate t the STANLEY Healthcare University site Lgin page: 2. Click New User? Step 2 The Select Language windw displays. 3. In the Language drp-dwn, select English. 4. Click Submit. Step 4 The Training and Certificatin Prtal User Accunt Request windw displays. 5. Cmplete the fields. 2014, STANLEY Healthcare. All rights reserved. Page 3

4 6. Click the Terms and Cnditins link t read and accept the site terms and cnditins. 7. Click Submit. Nte: If a warning displays stating that the username r business already exists, this indicates that yu have an existing user accunt. T btain yur user accunt infrmatin: a. Clse the User Accunt Request windw. b. On the site Lgin page, click Frgt Passwrd? c. Enter yur business address. d. Click Send Passwrd. Nte: If yu d nt receive an within 10 minutes in yur Inbx r Spam flder, cntact SHUniversity@sbdinc.cm. Step 5 Step 6 Step , STANLEY Healthcare. All rights reserved. Page 4

5 A message windw displays cnfirming that yu have registered fr a user accunt. Nte: If yur request is apprved, yu will receive an cnfirming yur access within 1 business day. If yu need immediate access, please cntact SHUniversity@sbdinc.cm. 8. Click OK. Step 8 The STANLEY Healthcare University site displays. Ntes: Yu will nt be able t view and register fr curses and enrll in certificatins until yu receive an cnfirming yur access. Once yu receive the cnfirming yur access, ensure that yu have lgged ut f the site befre lgging back in. T d this, click Lgut in the tp-right crner f the screen. Once yu have lgged in with yur new access, yu will be able t enrll in certificatins, register fr classrm training and cmplete elearning curses. 2014, STANLEY Healthcare. All rights reserved. Page 5

6 Lgging int the STANLEY Healthcare University Site Nte: T lg int the site yu will need a STANLEY Healthcare University site username and passwrd. If yu have nt used the site befre r if yu d nt have an existing user accunt, yu will need t register fr a user accunt. Fr mre infrmatin, refer t the prcess: Registering fr a STANLEY Healthcare University Site User Accunt. 1. Navigate t the STANLEY Healthcare University site: 2. In the Username (business ) field, enter yur username. 3. In the Passwrd field, enter yur passwrd. Nte: If yu have frgtten yur passwrd, click Frgt Passwrd?, enter yur business address and click Send Passwrd. 4. Click Lg In. If yu d nt receive an within 10 minutes in yur Inbx r Spam flder, cntact SHUniversity@sbdinc.cm. Step 2 Step 4 The Hme page displays. Nte: If yu are lgging int the site fr the first time, the Prfile page displays autmatically. Yu can update yur infrmatin and create a new passwrd by clicking Reset Passwrd. Fr mre infrmatin n updating yur prfile, refer t the prcess: Updating Yur Prfile. 2014, STANLEY Healthcare. All rights reserved. Page 6

7 Updating Yur Prfile 1. In the site, click the Prfile tab. Nte: If yu are lgging int the site fr the first time, the Prfile page displays autmatically. 2. Cmplete and/r update the Prfile Infrmatin fields, as needed. Step 2 Step 1 Ntes: If yu wish t pt ut f receiving reminders fr upcming classrm curses, in the Receive Curse Reminder field, select Never. If yu wish t change yur passwrd, click Reset Passwrd. 3. Click Submit. 2014, STANLEY Healthcare. All rights reserved. Page 7

8 Registering fr a Classrm Curse There are tw ways t view upcming classes fr a curse: Viewing upcming classes fr all curses: 1. In the site, click the Calendar tab. 2. Click Previus and Next t view different mnths. Nte: If yu are searching fr classes utside f yur regin, click Filter: Ge and check the desired regins. 3. Click the desired class link. (G t Step 4.) Step 1 Step 2 OR Viewing upcming classes fr a specific curse: 1. In the site, click the Training tab. 2. In the Available Training windw, under the Classrm Curses sectin, click the curse name. Step 1 Step , STANLEY Healthcare. All rights reserved. Page 8

9 The Select a Class windw displays. 3. Select the desired class date fr the curse. Nte: If yu d nt see dates listed, SHUniversity@sbdinc.cm fr infrmatin n future dates fr this curse. The class details windw displays. (G t Step 4.) 4. View the class details t ensure the class is at the desired time and lcatin. 5. If the curse cntains prerequisites and if yu have nt met the prerequisite requirements, a red warning will display in the tp-right crner f the windw. T view and enrll in the prerequisites: a. Click the Prerequisites tab. b. Click the curse name link. c. In the curse details windw, click Enrll. d. Repeat the abve steps fr each prerequisite. Step 4 Step 6 Step 5 6. Click Enrll (fr curses with n charge) r Add t Cart (fr curses with a charge). Nte: If yu clicked Enrll, a registratin cnfirmatin will be sent t yu and yu d nt need t cntinue with the belw steps. If yu clicked Add t Cart, fllw the belw steps. If yu clicked Add t Cart, the Order Summary windw displays. 2014, STANLEY Healthcare. All rights reserved. Page 9

10 7. Carefully review the class details, the cst and the payment terms nte. Ntes: All purchases use the Pay with Purchase Order, Credit Card r PayPal payment methd. Yu must pay fr the training using a Purchase Order, Credit Card r PayPal BEFORE yu attend class. Instructins n hw t pay will be ed t yu nce yu cmplete the rder. If yu d nt receive the , cntact SHUniversity@sbdinc.cm. If yu wish t see the price f the curse in yur lcal currency, in the Currency field, select the desired currency frm the drp-dwn menu. 8. Click Prceed t Checkut. Step 7 Step 8 The Payment Infrmatin windw displays. 9. In the blank field, enter the Billing Cntact Name (last and first name). This is the name f the persn that the invice will be sent t. 10. Click Click t Cmplete Order. Step 9 Step Click the curse name link r Dne t cmplete the rder. Step , STANLEY Healthcare. All rights reserved. Page 10

11 Yu will be sent tw s: Registratin Cnfirmatin . This cnfirms yur registratin in the class and cntains lgistical infrmatin fr the class. Training Payment Instructins and Order Cnfirmatin . Yu must pay fr the training BEFORE yu attend class. This cntains instructins n hw t pay using a Purchase Order, Credit Card r PayPal. If yu d nt receive the , cntact SHUniversity@sbdinc.cm. Please nte that a cancellatin plicy applies t all purchased training. The cancellatin plicy can be fund n the class details screen by clicking n the View cancellatin plicy link. The plicy is als in the Training Payment Instructins and Order Cnfirmatin . Nte: When yu enrll in certain curses in the site, yu may be autmatically enrlled in a certificatin that cntains the curses. T view yur enrlled certificatins: a. Click the Training tab. b. In the Enrlled Training windw, under the Certificatins sectin, click the certificatin name. The certificatin details windw displays. 2014, STANLEY Healthcare. All rights reserved. Page 11

12 Enrlling in a Certificatin 1. In the site, click the Training tab. 2. In the Available Training windw, under the Certificatins sectin, click the certificatin name. Step 1 Step 2 The certificatin details windw displays. 3. Click Enrll. 4. Click the Enrll fr Curse link fr each cmpnent in the certificatin. Ntes: T view the certificatin cmpnent details, click the curse/cmpnent name link. Yu can nly enrll in a certificatin cmpnent if the prerequisites are met. T view the prerequisites, click n curse name link, then view Prerequisite tab/sectin. Step , STANLEY Healthcare. All rights reserved. Page 12

13 Accessing and Cmpleting an Online/eLearning Curse 1. In the site, click the Training tab. 2. In the Enrlled Training windw, under the Online/eLearning Curses sectin, click the curse name. Nte: If yu have nt enrlled in the curse, hver yur curser ver the desired nline/elearning curse in the Available Training windw, under the Online/eLearning Curses sectin, and click the Enrll link. The curse will then display in the Enrlled Training windw. Step 1 Step 2 The nline/elearning curse details windw displays. 3. Click the Lessn Cntents link fr the first lessn. The lessn will pen in a new brwser windw. 4. Cmplete the lessn and clse the brwser windw t exit the lessn. 5. If there are multiple lessns, repeat steps 3 and 4 fr each lessn in the curse. 2014, STANLEY Healthcare. All rights reserved. Page 13

14 Once yu have successfully cmpleted all lessns in the curse, the curse will be marked Cmplete. 6. If the nline curse has an exam, in the Have yu read, viewed and/r cmpleted this lessn's cntent? field, click the Yes link. The Take Exam buttn will appear fr steps n hw t cmplete the exam, refer t the Access and Cmpleting an Assessment sectin in this Quick Reference Guide. The cmpleted curse will be lcated n the Transcript tab with a status f Cmplete. The curse can be reviewed by clicking n the curse name. 2014, STANLEY Healthcare. All rights reserved. Page 14

15 Enrlling in and Cmpleting an On-the-Jb Training (OJT) / Cmmissining Inspectin / Recertificatin Affidavit Enrlling in an OJT / Cmmissining Inspectin / Recertificatin Affidavit: 1. In the site, click the Training tab. 2. In the Enrlled Training windw, under the Certificatins sectin, click the Certified Slutin Engineer certificatin name. Nte: OJTs and Cmmissining Inspectins are nly available as part f a Certified Slutin Engineer certificatin track. T enrll in the OJT / Cmmissining Inspectin, yu must first enrll in the relevant Certified Slutin Engineer certificatin. Fr mre infrmatin, refer t the prcess: Enrlling in a Certificatin. Step 1 Step 2 3. Click the On-the-Jb Training / Cmmissining Inspectin name that needs t be cmpleted next in the certificatin. The On-the-Jb Training / Cmmissining Inspectin details windw displays. 4. Click Enrll. 2014, STANLEY Healthcare. All rights reserved. Page 15

16 Step 4 5. In the Lessn Cntents sectin, click the On-the-Jb Training Instructins and Checklist link. Step 5 The checklist will pen. 6. Save and/r print the checklist and read the instructins. Nte: The OJT / Cmmissining Inspectin will nw display n the Training tab, in the Enrlled Training windw, under the elearning Curses sectin. Cmpleting an OJT / Cmmissining Inspectin / Recertificatin Affidavit: Nte: Befre yu perfrm the belw steps, a STANLEY Certified Slutin Engineer (CSE) must have initialed ALL cmpetencies in yur checklist. 1. In the site, click the Training tab. 2. In the Enrlled Training windw, under the elearning Curses sectin, click the On-the- Jb Training / Cmmissining Inspectin name. Step 1 Step , STANLEY Healthcare. All rights reserved. Page 16

17 The On-the-Jb Training / Cmmissining Inspectin details windw displays. 3. In the Lessns sectin, click the Yes link. 4. Click File Uplad. Step 4 The File Uplad windw displays. 5. Click File Uplad. Step , STANLEY Healthcare. All rights reserved. Page 17

18 7. In the File Name field, type Cmpleted Checklist. 8. Click Brwse. 9. Brwse fr and select the cmpleted checklist saved n yur cmputer. 10. Click Save. Step 7 Step 8 Step 10 The upladed file displays in the File Uplad windw. 11. Click Back t Curse. Step 11 Yu are returned t the On-the-Jb Training / Cmmissining Inspectin details windw. Yur checklist will be reviewed and if all cmpetencies have been successfully cmpleted, yur OJT / Cmmissining Inspectin will be marked cmplete in the site (this can take up t 5 business days). Yu will receive an cnfirming yur cmpletin. 2014, STANLEY Healthcare. All rights reserved. Page 18

19 Accessing and Cmpleting an Assessment (Exam/Test) 1. In the site, click the Training tab. 2. In the Enrlled Training windw, under the Classrm Curses sectin, click the classrm curse name. Step 1 Step 2 The Select a Class windw displays. 3. Select the class date yu attended. The class details windw displays. 4. Click Take Exam. Step 4 The assessment windw displays. 2014, STANLEY Healthcare. All rights reserved. Page 19

20 5. Use the radi buttns t select the crrect answer(s) fr the questin. 6. Click the frward arrw t prgress t the next questin. 7. When all questins are answered, click Cmplete and Grade. Step 6 Step 5 Step 7 Ntes: T exit the assessment and save yur answers, click Exit. When yu repen the assessment, yu will be taken t the last questin that yu answered befre yu exited the assessment. Yu have 3 attempts t achieve the assessment passing scre. If yu run ut f time during class t cmplete the assessment, yu must finish cmpleting the assessment within 5 business days frm the last day f class. Assessment Retake Prcess Yu will need t retake the assessment if yu d nt achieve the assessment passing scre after 3 attempts. T retake the assessment: 1. the STANLEY Healthcare University (SHU) Administratr at SHUniversity@sbdinc.cm and include: Yur name, yur cmpany, curse name, class start date and that yu did nt pass the assessment. 2. Yu have 15 business days frm the last day f class t self-study the curse materials: Materials include the lessn presentatins and student materials n the curse thumb drive. 3. After 15 business days frm the last day f class and/r when yu are ready t retake the assessment, the SHU Administratr at SHUniversity@sbdinc.cm. 4. The SHU Administratr will prvide yu with 3 additinal attempts t cmplete and pass the assessment. 5. Lg int STANLEY Healthcare University and retake the assessment. 6. the SHU Administratr at SHUniversity@sbdinc.cm when yu have cmpleted and passed the assessment. 2014, STANLEY Healthcare. All rights reserved. Page 20

21 Cmpleting a Pst-Class Survey 1. In the site, click the Training tab. 2. In the Enrlled Training windw, under the Classrm Curses sectin, click the classrm curse name. Step 1 Step 2 The Select a Class windw displays. 3. Select the class date yu attended. The class details windw displays. 4. Click Take Survey. Nte: The Take Survey buttn will nt display until the last day f class. Step 4 The survey windw displays. 2014, STANLEY Healthcare. All rights reserved. Page 21

22 5. Cmplete the survey fields. 6. When all fields are cmpleted, click Submit Survey. Step 5 Step , STANLEY Healthcare. All rights reserved. Page 22

23 Printing a Certificate f Cmpletin Ntes: Yu will nly be able t access and print a certificate f cmpletin fr a: elearning curse when all lessns in the curse have been successfully cmpleted. Classrm (instructr-led) curse when yu have: Passed the curse assessment (if applicable), AND Yur attendance has been recrded in the site by the SHU Administratr (this can take up t 2 business days after the last day f class). Certificatin when all certificatin cmpnents have been successfully cmpleted. 1. In the site, click the Transcript tab. 2. In the Status clumn fr the curse r certificatin, cnfirm that Cmplete displays, indicating that yu have successfully cmpleted the curse r certificatin. 3. In the View Certificate clumn fr the curse r certificatin, click the certificate icn. Step 1 Step 2 The certificate f cmpletin PDF displays in a new brwser windw. 4. Hver yur curser ver the certificate t display the PDF tlbar. 5. Click the printer icn. Step , STANLEY Healthcare. All rights reserved. Page 23

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