learner and manager roles module 2 1. slms primary administrator training learner tasks 2
TRANSCRIPT
Learner and Manager RolesModule 2
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SLMS Primary Administrator Training
Learner Tasks
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SLMS HomeSLMS Home
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SLMS Catalog SearchSLMS Catalog Search
From the menu pagelet on the home page, select SearchCatalog.
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SLMS Catalog Basic SearchSLMS Catalog Basic Search
Note the search categories: Activities, Catalog Items, Programs, and All.
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SLMS Catalog Advanced SearchSLMS Catalog Advanced Search
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SLMS Browse CatalogSLMS Browse Catalog
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SLMS Browse CatalogSLMS Browse Catalog
The catalog is organized bycategory. Click on the General Workplace SkillsCategory.
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SLMS Browse CatalogSLMS Browse Catalog
After you click the General Workplace Skills link, another page will display the list of related subcategories as well as any Catalog Items associated to General Workplace Skills.
You can scroll down the page to review them.
Click the Communications link in the Related Categories section.
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SLMS Browse CatalogSLMS Browse Catalog
Click the MBTI Leadership Program (n_GWS-ILT-008) link in the Catalog Items section.
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SLMS Browse CatalogSLMS Browse Catalog
Some Catalog Items may not have any current Activities scheduled. In this case, the system will tell you that no Activities are available for the selected Catalog Item.
To return, click the Browse Catalog link.
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SLMS Catalog SearchSLMS Catalog Search
From the menu pagelet on the home page, select SearchCatalog.
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SLMS Catalog Basic SearchSLMS Catalog Basic Search
From this page, you can search the Catalog by Activity, Catalog Item, Program, or all three.
Click in the Search the Catalog field.
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SLMS Catalog SearchSLMS Catalog Search
Enter “Ethics” into the search text box and click on the Search Activities button. The search function will returnall the activities avail-able to you with the word “Ethics" in the title or the description. In addition, the searched word can be linked to a catalog item as a keyword, even though it is not in the title or description.
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SLMS Enroll in ActivitySLMS Enroll in Activity
From the search results page, click on the Enroll link for the Ethics Overview.
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SLMS Enroll in ActivitySLMS Enroll in Activity
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SLMS Enroll in ActivitySLMS Enroll in ActivityOn the Enroll in Activity page, review information and clickon the Submit Enrollment button.
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SLMS Enroll in ActivitySLMS Enroll in Activity
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SLMS Enroll in ActivitySLMS Enroll in Activity
If no approval is required, you will receive a message telling you that you have successfully enrolled in the Activity.
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SLMS Search for ProgramsSLMS Search for Programs
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SLMS Search for ProgramsSLMS Search for Programs
Click the Programs search category.
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SLMS Search for ProgramsSLMS Search for Programs
Leave the search field blank and click the Search Programs button to bring up a list of all available Programs.
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SLMS Search for ProgramsSLMS Search for Programs
If there are Programs available for registration, they will appear on this page. You will be able to click on a Register link for that Program.
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SLMS All LearningSLMS All Learning
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SLMS All LearningSLMS All Learning
The All Learning page shows all of your learning activities.
From here, you can view details about the Activity/Program or drop the Activity/Program.
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SLMS Drop ActivitySLMS Drop Activity
Click the Drop button for the Activity or Program you wish to drop.
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SLMS Drop ActivitySLMS Drop Activity
A new page will appear, asking if you are sure you want to drop the Activity or Program.
Click the Drop button to finalize.
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SLMS Drop ActivitySLMS Drop Activity
After clicking the Drop button, you will receive confirmation that you have successfully dropped the Activity or Program.
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SLMS Supplemental LearningSLMS Supplemental Learning
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SLMS Supplemental LearningSLMS Supplemental Learning
Click the Type drop-down list.
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SLMS Supplemental LearningSLMS Supplemental Learning
Choose which Supplemental Learning type you want to add.
Click the Conference/ Forum list item.
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SLMS Supplemental LearningSLMS Supplemental Learning
Click the Continue button.
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SLMS Supplemental LearningSLMS Supplemental Learning
This page allows you to enter the details for the Supplemental Learning you are adding.
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SLMS Supplemental LearningSLMS Supplemental Learning
Notice the Status drop-down list. The asterisk (*) indicatesa required field.
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SLMS Supplemental LearningSLMS Supplemental Learning
Complete this information and besure to click the Save button.
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SLMS Supplemental LearningSLMS Supplemental Learning
After clicking the Save button, you will be notified that you have successfully added your Supplemental Learning.
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SLMS Supplemental LearningSLMS Supplemental Learning
The supplemental learning event you entered now showsup in All Learning with a status of Pending Approval.
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SLMS Learning PlansSLMS Learning Plans
From the SLMShome page, click on Main Menu, then Self Service, Learning, andLearning Plans.
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SLMS Learning PlansSLMS Learning Plans
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SLMS Learning PlansSLMS Learning Plans
Click the Details link for the Learning Plan you want to manage.
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SLMS Learning PlansSLMS Learning PlansThe Learning Plan Details page will appear.
From this page you can view details of the items in your plan (if any) or you can add new learning to your plan, to be completed in the future.
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SLMS Learning PlansSLMS Learning Plans
Click the Add New Learning to Plan link.
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SLMS Learning PlansSLMS Learning Plans
Search the catalog for the activity you want to add to your learning plan. Enter the desired information into the Search the Catalog field, and click the Search Activities button.
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SLMS Learning PlansSLMS Learning Plans
Click the Add To Plan link next to the activity you want to add.
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SLMS Learning PlansSLMS Learning Plans
Click the OK button.
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SLMS Learning PlansSLMS Learning Plans
You can now see the activity you want has been added to your Learning Plan.
Click the Add New Learning to Plan link to continue.
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SLMS Learning PlansSLMS Learning Plans
Click the Medium list item to change the priority for this item on your learning plan.
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SLMS Learning PlansSLMS Learning Plans
Click the Save button to finalize the changes to your learning plan.
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SLMS Primary Administrator Training
Manager Tasks
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SLMS Team MembersSLMS Team Members
From the Main Menu, navigate to Team Learning and click on the Team Members menu.
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SLMS Team MembersSLMS Team Members
The Team Members page provides a list of all your direct reports. Click on a team member’s name for profile information.
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SLMS Team MembersSLMS Team Members
Click the Return to Previous Page link.
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SLMS Team MembersSLMS Team Members
Items pending manager approval will be listed in the Pending Approvals section.
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SLMS Team MembersSLMS Team Members
To take action on a pending approval, select the team member and click the Approve or Deny button.
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SLMS Team MembersSLMS Team Members
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SLMS Team MembersSLMS Team Members
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SLMS Team MembersSLMS Team Members
On the Team Members page a manager can take an action for several team members at one time.
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SLMS Team MembersSLMS Team Members
Use the Select All link to select all the learners listed.
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SLMS Team MembersSLMS Team Members
Clicking on a checkbox will deselect a learner. Select the desired action from the drop-down list and click Go.
We will not enroll the learners in this example.
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SLMS Team LearningSLMS Team Learning
On the Team Learning page, managers can view a list of learning activities that their team members are enrolled in and programs for which they are registered.
From the Main Menu, navigate to Team Learning and click on the Team Learning menu.
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SLMS Team LearningSLMS Team Learning
Managers can also enroll and drop team members from learning activities and programs, or modify supplemental learning requests.
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SLMS Team LearningSLMS Team Learning
The Search Filter can be used to filter the display on the page.
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SLMS Team LearningSLMS Team Learning
To enroll a direct report in an activity from the Team Learning page…
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SLMS Team LearningSLMS Team Learning
click on the Enroll button to the right of the learner’s name and the activity information.
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SLMS Team LearningSLMS Team Learning
Similarly, to drop a learner from an activity, select the Drop button.
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SLMS Team LearningSLMS Team Learning
SLMS provides an opportunity for you to change your mind.
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SLMS Team LearningSLMS Team Learning
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SLMS Team Learning PlansSLMS Team Learning Plans
From the Main Menu, navigate to Team Learning and click on the Team Learning Plans menu.
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SLMS Team Learning PlansSLMS Team Learning Plans
Notice that each team member automatically has a learning plan assigned called My Learning Plan. Neither you nor the team member can delete the default learning plan.
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SLMS Team Learning PlansSLMS Team Learning Plans
To view a particular learning plan for a team member, click on the name of the plan.
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SLMS Team Learning PlansSLMS Team Learning Plans
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SLMS Team Learning PlansSLMS Team Learning PlansFollowing the same steps an individual learner would follow to add learning to a learning plan, click on the Add New Learning to Plan link.
You will be guided to search the catalog to find programs, catalog items or activities to add to your team member’s plan.
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SLMS Team Learning PlansSLMS Team Learning Plans
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SLMS Team Learning PlansSLMS Team Learning Plans
Don’t forget to click the Save button.
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SLMS Enrolling Team MembersSLMS Enrolling Team Members
To search for and enroll team members in learning activities, catalog items, or programs, navigate to Team Learning and click on the Search Catalog menu.
You can also browse the catalog to find learning for team members.
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SLMS Enrolling Team MembersSLMS Enrolling Team Members
The search results are similar to the results an individual learner would see.
Select the Enroll link for Basic Math Skills 101 (BMS-101).
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SLMS Enrolling Team MembersSLMS Enrolling Team Members
Select the Enroll button next to the desired activity.
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SLMS Enrolling Team MembersSLMS Enrolling Team Members
The next screen will require you to select one or more team members to enroll in the selected activity.
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SLMS Team LearningSLMS Team Learning
From the Main Menu, navigate to Team Learning and click on the Supplemental Learning menu.
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SLMS Supplemental LearningSLMS Supplemental Learning
As a manager you can add supplemental learning to a team member’s transcript. Select the team member from the Team Members list.
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SLMS Supplemental LearningSLMS Supplemental Learning
Follow the steps you would follow as a learner.
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SLMS Supplemental LearningSLMS Supplemental Learning
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SLMS Supplemental LearningSLMS Supplemental Learning
To approve supplemental learning for a team member, return to the Team Learning page.
Dolores has a submitted a supplemental learning request. Click on the Modify button.
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SLMS Supplemental LearningSLMS Supplemental Learning
Review the request.
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SLMS Supplemental LearningSLMS Supplemental Learning
Scrolling down the screen, click on the Approve or Deny buttons.
We will approve Dolores’ request.
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SLMS Supplemental LearningSLMS Supplemental Learning
Returning to the Team Learning page, we can see the status of the request has been updated.
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SLMS Supplemental LearningSLMS Supplemental Learning
Guidelines for Approval
• All supplemental learning must be approved by the learner’s manager.
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SLMS Supplemental LearningSLMS Supplemental Learning
Guidelines for Approval
Consider –
• How your agency currently manages employee training• If your agency wants employees to enter their own supplemental training
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SLMS Supplemental LearningSLMS Supplemental Learning
Guidelines for Approval
• It is important that your agency develop policies concerning what type of training is acceptable to add to the learners transcript.
• Ensure that your process for entering supplemental learning results in accurate recording of the learning.
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