Setting up The Profiler - Do-IT Profiler

Setting up The Profiler - Do-IT Profiler
The Profiler
Secondary School
The Profiler Manager
User Manual
v. 280313
Welcome to The Profiler
This manual provides guidance on using The Profiler and maximising the benefits for
the individual and for your organisation.
It includes information about The Profiler itself and how to use it, and an overview of
the surveys and assessments within it.
The Profiler by Do-IT Solutions consists of a variety of computerised tools that help identify strengths
and challenges in order to support the individual and assist those working with them.
The Profiler:
• Identifies potential areas of strengths and challenges.
• Provides individually tailored advice and guidance.
• Provides the individual with strategies to maximise their own potential.
• Identifies areas that may require further support and/or specialist assessment.
The Profiler does not separate people into white or black boxes, or provide a diagnosis or label. It is a
profiling tool which provides a description and guidance about the individual’s areas of strengths and
difficulties.
Additional assessments and surveys are also available from The Profiler. Please see our website www.doitprofiler.info - to provide a more extensive picture of the individual’s strengths and difficulties.
Please be in touch if you have any questions or need further information.
Professor Amanda Kirby
Chief Executive Officer
Do-IT Solutions
Feedback and questions
Throughout The Profiler, you will see a feedback button. Should you encounter any problems or wish
to make comments on any pages, simply click the feedback button and send the information.
If you need further support, please email us at [email protected]
Copyright 2013 Do-IT Solutions. All rights reserved.
Page 2 of 38
What’s inside
Getting started
Introduction
Before you get started
Setting up The Profiler
Terminology explained
Step 1: Access the system and enter your client code
Step 2: Logging in
Step 3: Go into the Control Panel
Step 4: Go into your Dashboard
Step 5: Getting to know The Dashboard
Step 6: The Organisation tab
Step 7: Adding a school
Step 8: Adding a class to a school
Step 9: Adding a student to a class
Step 9a: Adding multiple students to a class
Step 10: You’re almost there!
Managing The Profiler
Removing/editing a school
Removing/editing a class
Editing a student
Resetting a password
Generating commonly used reports
Viewing a school’s report
Viewing a class’ report
Viewing a student’s results
Generating a student’s report
Accessing online resources
Your package
Homepage overview
Exiting an assessment
Accessibility
Additional access features
Text to speech using the PDF reports
Copyright 2013 Do-IT Solutions. All rights reserved.
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Getting started
Introduction
Decide who you want in your organisation to set up your site. It is easily done, and should take no
longer than an hour to do, depending on the size of your organisation. The hierarchy is:
Local Authority
Schools
Class
Class
Students
Students
Before you get started
There are some minimum specifications that are required to ensure that The Profiler loads easily and
quickly.
They are:
> Internet
• Internet Explorer 9 & 10
• Firefox 7 and higher
• Chrome 14 and higher
• Safari 5 and higher
• Opera 11 and higher
• Mobile Safari 3.2 and higher (iPhone 3G and up)
• Opera Mobile 5 and higher
• Android 2.1 and higher
> Sound card
> Headphones
> Client Code
> Username and password
Copyright 2013 Do-IT Solutions. All rights reserved.
Page 4 of 38
Setting up The Profiler
Local Authority
Schools
Class
Class
Students
Teachers
can view their
class reports
Head Teachers
can view their
school reports
The Profiler Manager can view all reports from students,
classes and students in their region.
Terminology explained
Bands: These are coloured
spots in the report and provide a
quick and easy way to see how
the individual has responded.
Each colour is based on a
percentile score.
• a red ‘band’ signifying
greatest difficulties
• a yellow ‘band’ signifying
some difficulties
• a blue ‘band’ signifying very
few difficulties
• a green ‘band’ signifying no
difficulties.
Client Code: A unique code
given to the organisation in order
to access The Profiler.
Control Panel: Allows you to
access a number of system tools
to help set up your package.
Dashboard: Allows you to
manage your organisation,
providing access to reporting
and organisational structure.
The Profiler Manager: The
highest permission level
within an organisation. The
Profiler Manager will be a
designated person within the
organisation who will set up the
organisational structure, as well
as access all reports from all
parts of the organisation.
Copyright 2013 Do-IT Solutions. All rights reserved.
Page 5 of 38
Setting up The Profiler
Step 1: Access the system and enter your client code
To access the system, please visit: www.doitprofiler.net
Here you will be asked to enter a client code.
Your client code is a unique to your organisation and it enables all users to access the
system. This will have been provided by Do-IT Solutions and needs to be given to all
users (including institution leaders, group leaders, lecturers and students).
#
Please complete and remove
for your future reference.
Be sure to keep this
information safe.
Client code:
Copyright 2013 Do-IT Solutions. All rights reserved.
Username:
Password:
Page 6 of 38
Setting up The Profiler
Step 2: Logging in
On the log in screen you will be prompted to enter your username and password.
Please enter your details and the click the “Login” button.
Copyright 2013 Do-IT Solutions. All rights reserved.
Page 7 of 38
Setting up The Profiler
Step 3: Go into the Control Panel
Once you have logged in, you will see The Profiler home page, similar to the image below.
In order to proceed with setting up, you will need to enter the Control Panel.
a
a
Home
Where seen, this will bring
you back to The Profiler
home screen, similar to
what is seen above.
b
b
My Account
Here you will be able to
see your account details,
including client code,
username and password.
c
Control Panel
Will take you to the
management and set up
part of The Profiler.
Copyright 2013 Do-IT Solutions. All rights reserved.
c
d
d Logout
This will allow you to
safely logout of The
Profiler. You will need your
username and password
to re-enter the system.
Page 8 of 38
Setting up The Profiler
Step 4: Go into your Dashboard
In order to proceed with setting up, you will need to enter the Management Centre.
a
c
d
b
a Management Centre
This is the central
place for setting up
and managing your
organisation.
b
Tools & Utilities
Here you will find
additional features for
users who need the site to
be more accessible.
The ‘Colour Overlay’
feature will place colour
over text making it easier
to read. The ‘Magnifier’
feature enlarges parts of
the screen so they are
easier to see.
Copyright 2013 Do-IT Solutions. All rights reserved.
c
Standalone Utilities
If your Profiler has been
set up to be used without
internet, you will be able
to find appropriate utilities
here.
d
Dashboard
The new management
centre and dashboard
are now available for your
use. Therefore, please
use the new beta version
a , and not the existing
Dashboard.
Page 9 of 38
Setting up The Profiler
Step 5: Getting to know The Dashboard
The Dashboard is the central place for setting up and managing your organisation. Please
take a moment to familiarise yourself with The Dashboard. When you are done, click on
the Organisation tab.
j
i
a
b
c
d
f
e
h
g
a
Dashboard
At any point, this will bring
you back to the main
dashboard.
b
Organisation
This is where you
will manage and add
information specific to
your organisation.
c
Reports
A central place where
you can create, view and
download reports from
within your organisation.
d
Activity
This shows the latest
activity of The Profiler.
You can select to view by
organisation or by date.
e
Common reports
A quick overview where
you are able to generate
reports, view reports
archive and view all
reports.
i
Feedback
At any point, if you are
experiencing any issues
or wish to feedback to
us, you can select this
feature.
f
System Details
Shows up-to-date
system details for your
organisation.
j
Back to Profiler
This will take you out of
the Dashboard and into
The Profiler assessments.
g
Your Regions
You are able to view, edit
and add regions within
your organisation.
h
Announcements
Any system
announcements will be
displayed here.
Copyright 2013 Do-IT Solutions. All rights reserved.
Page 10 of 38
Setting up The Profiler
Step 6: The Organisation tab
This is the part of the package where you will be able to add campuses, faculties, groups
(with designated leaders/lecturers), as well as students (if registering at this stage),
depending on the structure of your organisation.
Please note: At any point during the set-up process, you can switch back to the
Dashboard view by clicking the ‘Dashboard’ tab at the top of the screen or by clicking the
as illustrated.
table icon
Copyright 2013 Do-IT Solutions. All rights reserved.
Page 11 of 38
Setting up The Profiler
Step 7: Adding a school
Press the ‘Add School’ tab and complete the three text boxes as shown below.
As you are typing a name in the Profiler Manager box, you will notice that any previously
added users will appear in a drop down box. You can either choose an existing user or
create a new user. If you need to create a new user, please see the next page. If not, and
you have created all of the schools within your organisation, you can proceed to Step 8.
continued >
Copyright 2013 Do-IT Solutions. All rights reserved.
Page 12 of 38
Setting up The Profiler
Step 7a: Creating a new Profiler Manager
If you need to create a new user (e.g. SENCO, Head Teacher, etc), press the ‘Create
User’ button, where a pop-up box will appear for you to enter the Profiler Manager details,
including date of birth.
After completing these details, click on the ‘Create’ at the bottom of the pop-up box Then
click ‘Insert’ to complete addition.
< continued
Copyright 2013 Do-IT Solutions. All rights reserved.
Page 13 of 38
Setting up The Profiler
Step 8: Adding a class to a school
Select the school where you wish to add a class, either from the menu on the left, or from
the table in the main part of the screen.
Click the ‘Add Class’ button. This will then give you this input screen, similar to adding a
region. Complete the three text boxes as shown below.
As in ‘Adding a school’, previously added users will appear in the drop-down menu in the
Teachers box. You can either choose an existing user or create a new user.
From this screen, you are also able to continue to add classes to the existing schools. To
switch between schools, simply highlight the school on the left which you would like to add
a class, and the main screen will change.
Copyright 2013 Do-IT Solutions. All rights reserved.
Page 14 of 38
Setting up The Profiler
Step 9: Adding a student to a class
Once you have completed setting up schools and classes, you can proceed to add
students to a class. Your organisation may decide to let the teacher do this. Regardless,
adding a student to a class is simple and easy, and follows the same principles and steps
as adding classes and schools.
Firstly, select the school, then the class you wish to add a student to, which will take you to
a new screen, allowing you to add students to this class.
This will open up the editing page. As you type the name of the student (who is already
registered), their details will self-populate. Simply highlight the student name from the list
and select ‘Add Student’.
If you need to register a new student, click on ‘Create a new student’ and follow the same
process as creating new schools and classes.
Please note: if you are creating a new student, please be sure to note the username and
password, which is automatically created by the system. Upon logging in, the student will
be able to change their password.
continued >
Copyright 2013 Do-IT Solutions. All rights reserved.
Page 15 of 38
Setting up The Profiler
Step 9a: Adding multiple students to a class
This function will allow you to create consecutive usernames with passwords. Click on the
‘Multiple Users Import’ button.
A pop-up box will appear, asking for prefix and number of users to be added. A prefix is
used as the first part of the username. For example, using ‘student’ as a prefix, will mean
usernames will all start with student.
Student details can be added now or later by highlighting the ‘Edit’ button from the dropdown box.
< continued
Copyright 2013 Do-IT Solutions. All rights reserved.
Page 16 of 38
Setting up The Profiler
Step 10: You’re almost there!
You should now see your organisation set up in the Dashboard.
The next section will provide you with guidance on how you can manage The Profiler,
make any changes and create reports.
Please distribute the appropriate manuals to Head Teachers and Teachers.
Copyright 2013 Do-IT Solutions. All rights reserved.
Page 17 of 38
Managing The Profiler
Removing/editing a school
To remove or edit a school, you will need to be in the Organisation tab (see Step 6 in
Setting up The Profiler). This is the page where you started the set up of the schools and
classes.
Once in this screen, you will see a list of your schools. Simply click ‘Delete’ to remove the
school, or ‘Edit’ to edit details of the school previously entered.
Copyright 2013 Do-IT Solutions. All rights reserved.
Page 18 of 38
Managing The Profiler
Removing/editing a class
To remove or edit a class, you will need to be in the Organisation tab (see Step 6 in Setting
up The Profiler) . This is the page where you started the set up the schools and classes.
Once in this screen, you will see a list of your schools. From the drop down menu on the
left, select the school in which the class sits. This will bring a list of classes within a school.
Find the class you wish to edit or remove. Simply click ‘Delete’ to remove the class, or
‘Edit’ to edit details of the class previously entered.
Copyright 2013 Do-IT Solutions. All rights reserved.
Page 19 of 38
Managing The Profiler
Editing a student
To edit a student you will need to be in the Organisation tab (see Step 6 in Setting up The
Profiler). This is the page where you started the set up for the schools and classes.
If you know the school and class for the student then you can use the drop down menus
on the left, accessing the school, then class and highlighting the student. Finally press
edit.
You can then edit first name, last name, gender, date of birth.
You will notice there is a drop down box that will allow you to ‘remove’, ‘change password’
and ‘log in as’.
If you do not know the school and class of the student then you can enter name or
username in the search box situated at the top of the screen. The Search box is available
on every screen. As you start typing the name/username, it will populate all possibilities,
you need to highlight the appropriate student. This will give you the student record and
location of the student, going to the location of the student will enable you to edit student
details.
Copyright 2013 Do-IT Solutions. All rights reserved.
Page 20 of 38
Managing The Profiler
Resetting a password
We have made resetting your Do-IT Profiler password simple and easy. But we need to
make sure you have set a password retrieval question.
To set up your question, you will need to go to the Do-IT Profiler log-in screen. Please
enter the client code provided to your organisation, and then your username and
password.
Once entered, you will then click on ‘My account’ and find these fields under Your Security
Details. Please take a moment to fill in this information.
To reset your password, click on the link below and enter the answer to your password
question.
Copyright 2013 Do-IT Solutions. All rights reserved.
Page 21 of 38
Managing The Profiler
Generating commonly used reports
There is a box next to the activity graph titled ‘Common reports’. This is where you can
obtain reports on the data which has been collected. These are in ‘live reports’ so they
always have the latest data.
To generate a report, simply click ‘Run Report’. To save it and go back to it later, click the
drop down arrow button and click ‘Archive’.
Clicking ‘Run Report’ will open up a window where you can, for some reports, set the
filters for your desired report.
For example to run an ‘Activity Analysis Report’ you must select the region you would like
to run the report for.
Then click ‘Calculate’ to update your choice, and finally click ‘Generate Report’.
continued >
Copyright 2013 Do-IT Solutions. All rights reserved.
Page 22 of 38
Managing The Profiler
Generating commonly used reports
Once you have clicked ‘Generate report’ a bar will appear to keep you updated on the
progress of your running report. When this has reached 100%, click the link below the
progress bar to open the report.
To view reports you have previously generated, you can access them using the ‘View
Reports Archive’ button in the common reports table. This will open up a new page
containing all the reports you have generated.
To view all the reports available to generate, click ‘View all reports’. This will take you to a
page where you can search for your desired report and generate.
< continued
Copyright 2013 Do-IT Solutions. All rights reserved.
continued >
Page 23 of 38
Managing The Profiler
Generating commonly used reports
Once inside, you will be able to view online reports. Simply click the report field you
require, at which point the section will expand. Click on the report required from the list.
< continued
Copyright 2013 Do-IT Solutions. All rights reserved.
Page 24 of 38
Managing The Profiler
Viewing a school’s report
‘Your Schools’ table contains the schools within your organisation. You can access reports
of the schools you wish by clicking ‘View’ from the main Dashboard.
When you click ‘View’ you will see the window below. This gives a new activity graph of
the classes within this school,. The common reports can be generated for this region by
selecting them from the list in ‘Common reports’ box.
Copyright 2013 Do-IT Solutions. All rights reserved.
Page 25 of 38
Managing The Profiler
Viewing a class’ report
From the Dashboard, you are able to view reports for specific classes. Underneath the
Activity graph for the group, simply click ‘View ’ next to the class you wish to view.
When you click ‘View’ you will see the window below. This gives a new activity graph of
the students within this class. The common reports can be generated for this class by
selecting them from the list in ‘Common reports’ box. The classes are also listed in the new
table, which you can view / edit by clicking the relevant buttons.
By clicking on ‘View Detailed List’, you are able to view a list of assessment progress and
results for students within each class.
continued >
Copyright 2013 Do-IT Solutions. All rights reserved.
Page 26 of 38
Managing The Profiler
Viewing a class’ report
This is the class’ results, showing the completion status of results per student.
By clicking on the ‘Bands’ button, you will be able to see the student’s results for each
assessment.
< continued
Copyright 2013 Do-IT Solutions. All rights reserved.
continued >
Page 27 of 38
Managing The Profiler
Viewing a class’ report
You are also able to sort the results by ascending and descending results, by clicking
the header with the column you would like to sort. This will group students with similar
difficulties together.
A green band means no difficulties, a blue band means few difficulties, a yellow band
some difficulties, and a red band means many difficulties. The assessments that have a
red band are also highlighted with red text. This is based on percentile cut-offs.
You can view a student’s record by clicking on their name.
You are able to sort the results by ascending and descending results, by clicking the
header with the column you would like to sort.
< continued
Copyright 2013 Do-IT Solutions. All rights reserved.
Page 28 of 38
Managing The Profiler
Viewing a student’s results
By clicking on ‘View Student’ from the class Dashboard, you are able to view a list of
students progress and results.
You can see the students results in list form:
Or in ‘band form’ by clicking the ’Bands’ button at the top of the assessment list. This gives
a list of the assessments the individual has taken and a ‘band’ to show how well they have
done.
Copyright 2013 Do-IT Solutions. All rights reserved.
Page 29 of 38
Managing The Profiler
Generating a student’s report
From the student record, you can generate a student’s report by clicking the ‘Generate
Report’ button at the top right of the page.
A window will appear asking which report you would like to generate. Choose from the
student or lecturer report by clicking on the relevant button.
Your report will open in a new window, where you will be given the option to save and/or
print.
continued >
Copyright 2013 Do-IT Solutions. All rights reserved.
Page 30 of 38
Managing The Profiler
Generating a student’s report
Student results can be analysed on-screen even further by looking at their responses
to assessments and surveys. These results can also be compared against the group,
institution and region.
By clicking Overview, then Responses you will be taken to the next screen which will
automatically default to the first assessment.
Other assessment results can be obtained by using the drop down box indicated at a and
refreshing the screen by clicking View.
a
< continued
Copyright 2013 Do-IT Solutions. All rights reserved.
continued >
Page 31 of 38
Managing The Profiler
Generating a student’s report
Average scores can be obtained by accessing through clicking on ‘Average Scores’.
Again this can be filtered to a specific assessment by using the drop down box and View
button.
To compare results within a region, institution or group you need to be at the main page for
the level of hierarchy i.e. screenshot shows region
< continued
Copyright 2013 Do-IT Solutions. All rights reserved.
Page 32 of 38
Managing The Profiler
Accessing online resources
You can access online resources to help understand the results of those who have used
The Profiler. In this area, you will find short videos giving students, teachers and head
teachers customised guidance based on the student’s results.
To access this, simply click on ‘View Resources’ on the homepage.
continued >
Copyright 2013 Do-IT Solutions. All rights reserved.
Page 33 of 38
Your package
Homepage overview
Your package has been tailored to your specific requirements and will show the various surveys and
assessments available to you in icon format.
For example:
For additional information on assessments and surveys, please go to http://dotr.im/assessments
Copyright 2013 Do-IT Solutions. All rights reserved.
Page 34 of 38
Your package
Exiting an assessment
At any point, the student may exit an assessment by clicking the ‘exit’ button.
The student will then be given the option to:
• Delete Responses (this will remove any data from the assessment)
• Save and Logout (this will save the data from the assessment and logout)
• Resume Assessment (this will return to the assessment)
Copyright 2013 Do-IT Solutions. All rights reserved.
Page 35 of 38
Accessibility
Additional access features
There are two additional features assisting users who need the site to be more accessible. These can
be found under the ‘Tools and Utilities’ section in the Control Panel.
The ‘Colour Overlay’ feature will place colour over text making it easier to read. The ‘Magnifier’
feature enlarges parts of the screen so they are easier to see. Activate these by clicking on them to
download them and open them.
Copyright 2013 Do-IT Solutions. All rights reserved.
Page 36 of 38
Accessibility
Text to speech using the PDF reports
The reports are in pdf format so they can be printed, saved as a file and emailed. They can also be
read out aloud using the Adobe software built into the pdf.
To activate the read aloud feature, click on ‘View’ on the toolbar and go down to ‘Read Out Loud’
Then click ‘Activate Read Out Loud’.
Copyright 2013 Do-IT Solutions. All rights reserved.
Page 37 of 38
doitprofiler.info
To find out how to change the accessibility functions of this PDF,
please go to http://dotr.im/pdfs for more information.
©Do-Solutions Ltd 2013
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