Seton Learning Central SumTotal Training Coordinator Manual v8.2
Purpose of this Document The SumTotal LMS Instructional Manual is used as a reference guide for managing training and resources in instructor led training on the SumTotal Learning Management System (TotalLMS). It is intended primarily for Managers, Instructors, Roster Managers, and Training Coordinators, who use various functions in LMS, depending on their role. The manual guides participants to use those functions that are specific to their particular role in LMS including learner, manager, instructor, and training coordinator. This document outlines the updated version of the SumTotal LMS Instructional Manual 8.2. To simplify training and tailor it to the primary needs of managers, instructors, and training coordinators, this document covers the most widely used features and will assist users in navigating and exploring the LMS. It will not cover all features and functions of TotalLMS. Additional help is available from the online help function of the TotalLMS system. Page 2 version: 07/25/2012
Table of Contents 1.1. Login... 4 1.2. User Modes and Roles in the LMS... 5 1.2.1. MODES... 5 1.2.2. ROLES... 6 2. Learner Mode... 7 2.1. Changing Your Profile (Password)... 8 2.2. Viewing Your Assigned Training... 9 2.3. Viewing Your Training Schedule... 9 2.4. Registering for a Learning Activity... 10 2.5. Launching Online Learning... 11 Page 3 version: 07/25/2012
1. Login to the LMS This chapter will instruct users how to login to the LMS and will explain the different roles and functions with the LMS system. The emphasis is on what the user sees upon login and how he or she will enroll in training. Upon review of this section, you will be able to log in to the LMS to enroll in specific training and view your progress. 1.1. Login 1. Open Internet Explorer. 2. Type in the link for the LMS that was provided by the Administrator. 3. Type in your username and password. NOTE: the password field is case-sensitive. 4. Click Submit. Page 4 version: 07/25/2012
1.2. User Modes and R oles in the LMS Upon review of this section, you will be able to identify and navigate to the appropriate user mode. In the LMS System there are individual modes and roles and, depending on your particular role, you will be able to access different pages that appear in various modes. The table below describes the basic functions of each of the four modes that can be assigned to an individual role. Roles can have more than one mode assigned to them and all users have access to the Learner Mode. Some users may have access to features in more than one mode and will be able to switch between modes by accessing the mode buttons at the top of each page. 1.2.1. MODE S Learner Mode Manager Mode Administrator Mode Provides access to the training and learning activities available to you. Provides information about training and performance management for SumTotal users that managers are allowed to view. Reports are available for individuals and workgroups. Allows users to create, manage, and configure all components that are tracked by SumTotal. Employees with permissions to publish training to the site use this mode to make this training available. The table below describes the different roles that exist in the LMS. Users are assigned a role when their ID is created in the system. An individual can only be assigned to one role. Page 5 version: 07/25/2012
1.2.2. ROLES Learner Manager Instructor Roster Manager Training Coordinator Administrator The student role allows users to participate in online or instructor-led training, but will not allow users to maintain or manage the Learning Management System (LMS). Student functions include viewing your learning plan, searching and reviewing the catalog, enrolling in courses, and managing personal information. The manager role enables managers to review and approve the learning activities of their employees. Managers can perform a variety of functions including assign learning tasks to their employees and reviewing employee training scores. The instructor role is for users who facilitate instructor-led courses and enables them to list course sessions, assign scores to students, mark courses as completed, and view and print class lists. This role is predominantly suited to ILT course roster management. This role is able to assign users to courses or remove registrations. This role is for managing Learning Activities and ILT courses. This role can create and edit Learning activities as well as manage rosters. This is the role for the administrators of each ministry and has full rights within a specific domain. Page 6 version: 07/25/2012
2. Learner Mode Learner Mode is the most commonly used mode in the LMS and provides users with access to their individual training information. Each user with an active and enabled account has access to this mode. This chapter details the resources available in the Learner Mode. On some occasions you will be automatically registered for training. Classes you are registered for will appear on your To Do list on the bottom of the home page. You can also troubleshoot computer problems by clicking on the Technical Support Tool. Below is a typical view of what a learner will see after logging into the LMS. Page 7 version: 07/25/2012
2.1. Changing Your Profile (Password) In addition to the learner toolbar, you may navigate using the menu bar at the top right side of the page. This menu allows you to update your profile (password, email, address, and other items specific to the individual user). To change your profile: Click on Profile (upper right side of screen) or by clicking on Edit Profile under the Quick Links on the left of the screen on the learner homepage. Change or add information in the appropriate fields. Page 8 version: 07/25/2012
2.2. Viewing Your As s igned Training Training that was assigned to you will be visible on your To Do list if you have not yet completed it. Completed assignments can be viewed by clicking Assess > Training Analysis at the top left of your screen. Here you can view your completed and incomplete assignments. You can also relaunch modules you previously completed. 2.3. Viewing Your Training S chedule SumTotal offers the ability to check your progress at any time by visiting the Learning Activity Progress Detail page. This page displays information such as the content type, total score, elapsed time, status, launch date, and completion date. If lessons are associated with the class, the lesson grid displays your name, total score, and first launch date. To view information about your progress: Click Learn from the menu bar. Click the Training Schedule drop-down box. The page will display the current registrations. Change the drop down view to see completed activities, upcoming activities, waiting list, calendar, etc. Page 9 version: 07/25/2012
2.4. R egis tering for a Learning Activity Locate a learning activity by searching the Catalog. Enter a key word or two or else the course code Click Go If you are unsure of the exact title or code, you can use an asterisk (*) as a wild card (Example: intro* will bring up titles with Intro, Introduction, Introductory) After locating an available learning activity, you can register for it. Click on the Register button. Click Submit after selecting the desired activity/session. If the class or activity is already full you will be placed on a waiting list if that option is enabled. The Administrator may decide that some online activities do not require registration. In that case, the register button will not appear. Instead of registering, learners will be able to launch these activities themselves by clicking Start. Page 10 version: 07/25/2012
2.5. Launching Online Learning SumTotal makes it simple to access the activities and courses you are registered for. You can view and launch these from your To Do list on your SLC Learner page. Click the title of the course you are interested in, this will highlight it and show course info below it. From here, you can launch or cancel your registration. Page 11 version: 07/25/2012