Learning Management System (LMS)€¦ · 01.2020.V1 5 Introduction Support If you need additional...

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01.2020.V1 1 Learning Management System (LMS) Manager & Training Coordinator Guide Version 1

Transcript of Learning Management System (LMS)€¦ · 01.2020.V1 5 Introduction Support If you need additional...

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01.2020.V1 1

Learning Management System (LMS)

Manager & Training Coordinator Guide

Version 1

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Legal Notice Software Copyright © 2004-2019 SumTotal Systems, LLC, a Skillsoft company. All rights reserved.

Documentation Copyright © 2004-2019 SumTotal Systems, LLC, a Skillsoft company. All rights reserved.

Possession, use, or copying of the software described in this publication is authorized only pursuant to a valid written license from

SumTotal Systems, LLC, a Skillsoft company, ("SumTotal"). Use, duplication, or disclosure by the Government is subject to restrictions as

set forth in subparagraphs (.c) (1) (ii) of the Rights in Technical Data and Computer Software clause at DFARS 252.227-7013. Under

Copyright Law, neither the documentation nor the software can be copied, photocopied, reproduced, translated, or reduced to any

electronic medium or machine-readable form, in whole or in part, without prior written consent of SumTotal.

Information in this document is subject to change without notice. Companies, names, and data used in examples herein are fictitious unless

otherwise noted.

SumTotal makes no representations that the use of its products in the manner described in this publication will not infringe on existing or future

patent rights, nor do the descriptions contained in this publication imply the granting of licenses to make, use, or sell software in accordance

with the description.

SumTotal Systems, the SumTotal Systems logo, elixHR® Platform, Talent Expansion Suite™, SumTotal Talent, SumTotal Learn,

SumTotal Work, ToolBook, the ToolBook logo, Aspen, the Aspen logo, Learn, TotalLCMS, TotalVCS, TotalInformation,

TotalCollaboration, TotalAccess, TotalVersioning, TotalPerformance, SumTotal Apex Learning™, SumTotal Apex™, SumTotal CMX™,

SumTotal PeopleOS™, SumTotal CaseOne™, SumTotal Lightyear™, My Softscape™, SumTotal Payroll, Accero, Cyborg Systems,

eCyborg, Accero Cyborg, Fast Forward, Accero Self Service, Payroll Portal, Workforce Intelligence, SumTotal Workforce Management,

and SumTotal Expense Management are either trademarks or registered trademarks of SumTotal. Specifications and other details listed

are accurate as of printing and may change without notice.

The following are third-party trademarks:

Windows 95, Windows NT, Windows 2000, Windows XP, Windows 7, Windows 8, Windows 8.1, Windows 10, Windows Mobile, Word, Excel,

Internet Explorer, and Edge are trademarks of Microsoft Corporation. Microsoft is a registered trademark of Microsoft Corporation.

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All other trademarks and registered trademarks are the property of their respective holders. Publication

Date: April, 2019

Printed and reproduced in the United States of America SumTotal Systems,

LLC, a Skillsoft company

107 Northeastern Blvd., Nashua, NH 03062 USA

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Contents

Legal Notice ................................................................................................................. 3

Contents ....................................................................................................................... 4

Introduction ................................................................................................................. 5

Support ............................................................................................................... 5

Suggestions and Feedback ............................................................................... 5

LMS Login Instructions...................................................................................... 5

Login Commercial Employees - In-Network.............................................................. 5

Login Residential Employees - In-Network ............................................................... 5

Login Out-of-Network .............................................................................................. 6

Registering Others for Training ................................................................................. 7

Instructor-Led Training (ILT) Registration Requests .............................................. 11

Running a Report via Advanced Reporting ............................................................. 12

Exception Reports ..................................................................................................... 15

Glossary ..................................................................................................................... 18

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Introduction

Support

If you need additional help with the Learning Management System (LMS) content, such as assigning training modules or classes or accessing the password reset settings, please contact Learning and Development at [email protected] . If you have any technical errors with your computer or browser, please contact Cornerstone’s Help Desk: Commercial Solutions: [email protected] or Residential: [email protected] .

Suggestions and Feedback

We value your feedback on our courses. Please forward any comments to the Learning & Development Team at [email protected].

LMS Login Instructions

Login Commercial Employees - In-Network

You can access the LMS via www.mynci.com. Click Links > Learning Management System > Launch.

You can also access it via SharePoint (http://etrain.mynci.com/).

If prompted, use your single sign on (SSO) network account to log in:

Username: Network [email protected] (e.g. [email protected])

Password: Network Password

Click on “Launch”. On the next screen, select Remember My Selection and then select Legacy NCI. (This

is a one-time set-up). This will load the LMS home page.

Login Residential Employees - In-Network

You can access the LMS via One Ply Gem (SharePoint):

https://cornerstonebuildingbrands.sharepoint.com/sites/residential

If prompted, use your single sign on (SSO) network account to log in:

Username: [email protected] (e.g. [email protected])

Password: Network Password

Click on the LMS icon.

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On the LMS landing page, click “Launch LMS”. On the next screen, select

Remember My Selection and then select Legacy Ply Gem. (This is a one-time set-

up). Which will load the LMS home page.

Login Out-of-Network

If you are outside of the network (SharePoint), you may access the LMS from any

internet-capable device at www.cornerstonebuildingbrands.com/etrain.

Username: Network [email protected] / Network [email protected]

Password: Network Password

Click “Launch”. On the next screen, select Remember My Selection and then

select Legacy NCI/Ply Gem. (This is a one-time set-up). This will load the LMS

home page. You can also log in via the Employee Portal (upper right corner of the

page), click “Launch Learning Management System”.

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Registering Others for Training

Access the Library by clicking from the Header menu.

1. Find the desired learning activity.

2. Select the topic area you are assigning (such as Compliance), and click the arrow facing right to reveal the drop-down menu.

3. From the drop-down menu, select the subtopic and the available courses and curriculums will display to the right.

4. Select the arrow to the right of Select, to Register Others.

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5. From the Select Activities section, choose activities. Click Continue.

6. Scroll Down. Under Available Users click Add.

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7. On the Select Users page, choose how you want to find the users to register for the activity (such as Select viewable users)

8. Click Next.

9. Select the users you wish to assign to this activity. This list varies depending on what you chose on the Select Users page.

You can search for a particular user from this page by typing in their name and clicking the search button.

Please note: If you do not see the list of names that should be available to you, please contact [email protected] so we can update your access.

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10. Click OK. The selected users now appear on the Available Users list.

12. Click Submit.

11. Click between the two sections to move users to the Registration list.

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Instructor-Led Training (ILT) Registration Requests

After a learner registers for an activity, the approver (Manager) may receive an email notification asking

them to approve the request. This email contains a link to the LMS Learner Approvals page. You can also

access the Learner Approvals page directly from the LMS:

1. In the Header menu, click

2. Navigate to Learning > Learner Approvals.

3. Use the View list to narrow your options:

► Assigned requests: You are the assigned or designated approver for the learner’s

activity.

► Authorized requests: You are not the assigned or designated approver, but you can

approve or reject the request on behalf of the assigned approver (for example, if you're

proxying for your manager).

Note: There are two other View options, Approved requests and Rejected requests that you can use to review past approved/rejected requests. Since these instructions are for pending approvals, you wouldn’t need to select either of these options at this point.

4. Approve or reject the request

a) Select the checkboxes next to all relevant requests. You can approve or reject multiple requests at once.

b) From the Task list, select either Approve requests or Reject requests.

c) Click

d) On the next screen, click OK. For the Notes section, only for rejected requests will the typed notes appear in the email notification.

Once you have approved or rejected a request, the learner’s status is updated on their Training

Schedule accordingly and an email notification is sent to the learner alerting them of the

decision.

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Running a Report via Advanced Reporting

Please note: If you do not see the list of names that should be available to you in a report, please contact [email protected] so we can update your access.

1. Click the Self icon. From the left-hand menu, Click Reporting, Advanced Reporting.

2. The reporting engine screen (below) will show up. Next to the NCIGROUP_PROD option, click the + sign.

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3. The reporting menu expands. Click the + next to Completion Status.

4. The list of reports will show up in the Repository. Click on the Course Detail Report.

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5. Then the Input Control Window appears. You can fine-tune the report data by selecting specific filters from the list. For example, I only want to include records for employees at location “Houston”: I select that location. The location is displayed in the “Selected” tab. (Scroll down for more options.)

6. Once you have selected all your filters, click Apply. Click OK to close the Input Control Window.

7. To save the report, click the Export button. Select the type of file to export and where you

want to store the file on your computer.

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Exception Reports

1. On the LMS Home page, select the My Team Icon

2. Under My Team, select Manager Dashboard

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3. The Display option will default to show Direct Reports.

NOTE: If you are a Training Coordinator, change the view to select “All Viewable Users”

4. Click the Users button to display the detailed Exception Report by Activity. This report shows users who did not complete the Activity.

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5. By selecting the applicable icon, you can print or export the records.

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Glossary – Manager/Training Coordinators

Activity The task or training a user must complete. Also called a “learning activity”

Assigned Training Required or recommended training.

Class The name of a session (offering) for a course. There may be multiple class dates for a course. You register at the class level.

Class Details This includes logistics such as attire, meals, pre-work and post-work (if applicable).

Completion Status The state of incomplete and completed topics that are marked while taking an online course. This is also tracked for each activity in the system.

Course The name of an online or Instructor-Led Training (ILT) Event.

Curriculum One of the default activity types, typically used to define a set of required learning activities (courses) and the order in which they should be taken.

Exception Report (Training Coordinators & People Managers)

These reports detail users who have not yet met a specific required or recommended activity and those activities.

Home Page The first page that displays when you log in to the LMS.

Library The Library is our training catalog, which lists all training available in the LMS.

LMS Learning Management System. The LMS is our system of record for internal online and Instructor Led courses.

Professional Development Courses

Professional development courses are provided by topic. Within each topic there are channels that contain several courses. You can watch, read, or listen to the courses.

Requires Approval Manager approval is required to register for some ILT courses.

Training Schedule A page that displays an individual’s past, present, and future learning activities for which they are registered.

Transcript An individual training report that can be generated by a user or a user’s manager. The transcript includes completed learning activities.