Rockwell Automation Learning+ Training Subscription Administrative User Manual

Learning+ Training Subscription
Administrative User Guide
Table of Contents
Introduction ................................................................................................................................3
How to Access the Learning+ Administrative Portal ......................................................................3
How to Navigate the Learning+ Administrative Portal....................................................................3
Manage Your Team ...................................................................................................................3
Adding Users............................................................................................................................4
Settings ...................................................................................................................................5
Administrative Tools ....................................................................................................................6
Change Password .....................................................................................................................6
Access Reports ........................................................................................................................6
Location List ............................................................................................................................7
Manager List ............................................................................................................................8
View Access Keys .....................................................................................................................9
Administrative Reporting .............................................................................................................9
Course Completion Report........................................................................................................9
Access Key Report .................................................................................................................11
Survey Report ........................................................................................................................13
Virtual Instructor-Led Training Survey Report .........................................................................15
Virtual Instructor-Led Training Enrollment Report ...................................................................16
User Activity Report ...............................................................................................................18
Usage Summary Report ..........................................................................................................19
Assessment Report ................................................................................................................21
Flex User Subscription Administration........................................................................................22
The Flex Subscription Report..................................................................................................22
Flex User Administrative Tools ...............................................................................................23
Support .....................................................................................................................................24
Useful Links...............................................................................................................................24
Introduction
The Learning+ training platform is cloud-based and includes self-paced e-learning courses in
addition to videos and other competency-enhancing features. Technology assessments are
available to provide a baseline of a learner’s knowledge and point learners to a place to start on
their learning journey. Your Learning+ Multi-User or Flex subscription includes administrative tools
providing visibility into the use of the platform. This User Guide contains important information
about how to use your Learning+ training subscription administrative capabilities. Please review all
components carefully to ensure you receive the maximum benefit from your subscription.
How to Access the Learning+ Administrative Portal
As a Learning+ administrator you will have received a Welcome Email from [email protected] titled Learning+ Administrator Welcome. This welcome email
will include a link to the Learning+ Administrator platform, access key information, number of
concurrent active user counts and expiration date.
Access the Learning+ Administrative Portal from the Welcome Email you received or at Rockwell
automation-learningplusadmin.training.com.
As the administrator you will be responsible for communicating the access key to learners and
managing the status of each learner. You will also have access to reporting capabilities for all
learners using this access key for the duration of the subscription.
How to Navigate the Learning+ Administrative Portal
The following sections will discuss in detail the different sections within the administrator portal.
Manage Your Team
This area is the HOME page for administrators. Here you can manage all users on your team.
Information and actions you can take from this area include:
o
o
o
o
View all users tied to your access keys and their email, role, designated location,
and designated manager.
Take action and modify/edit users
o Activating/Deactivating a User: As an administrator with a multi-user
subscription, you can activate and deactivate a user. Deactivating a user
will prohibit the user from accessing the Learning+ platform. This action will
most likely only be applicable when there is a termination of employment
since this will restrict the learner from accessing any of their records.
Activating a user will reopen their access to the Learning+ platform, but
their content will be locked unless they enter the access key again, which
will consume another user seat on the access key.
Search for a user
Add other Customer Administrators using the Add Users Button
Adding Users
Administrators can only add the Customer Supervisor role within Learning+. Only one (1) Customer
Supervisor User can be added at a time. Administrators will require the following information to
add a Customer Supervisor User. Click SAVE when complete.
This action will enable the administrator to delegate a supervisor role so that they can see the
same information and have the same privileges as the original administrator. This will provide
another layer of autonomy and transparency of information so that supervisors can better manage
their learners’ use of Learning+.
Required User Information:
o First Name, Last Name
o Email Address
o Role - only selection is Customer Supervisor
o Access Key selection from the drop-down list
o Time Zone
Optional User Information
o
o
o
Middle Name – Allows stronger user identification.
Location – Allows users to be grouped by location for usage and reporting
purposes, but the Location List must be set up before you can designate a user to
a location
Company – Allows users to be grouped by company for usage and reporting
purposes, but the Manager List must be set up before you can designate a user to a
manager
Click SAVE when complete.
Settings
See your name, email, and other profile information by clicking the profile icon in the top-right
corner of the platform.
Within your profile you can:
o
o
Update your name
Upload your profile image
Administrative Tools
Most of your administrative tools are accessed from a menu presented upon clicking the Profile
icon.
Options available:
o
o
o
o
o
o
Access/ Update Settings
Change your Password
Access Reports
Manage your Location List
Manage your Manager List
Manage your Access Keys
See the following sections for more details about each option.
Change Password
You will set up a password the first time you sign in, but if you want to change your password at any
point, you have that ability by clicking Change Password in your menu.
Access Reports
This area allows the administrator to view a variety of reports for their users and subscription. See
the Administrative Reporting and Analytics section later in this document for more details
regarding available reports.
Location List
This area allows the administrator to manage the organization’s locations. Here you can view,
search and add location information. From this view you can see the Location Name, Status, Date
the Location was added, and take action to modify an existing location.
Once you populate your list of locations, you can return to the home page and designate a location
for each employee. These locations will populate in the reports as filters you can use to narrow the
data you wish to see. This feature can be used however fits your organization best and doesn’t
have to tie to a physical location if that doesn’t best align with your organization’s users.
Add a Location
To add a location, click the Add Location button and complete the fields.
Modify an Existing Location
To edit an existing location, click the pencil icon next to the location you wish to modify
Manager List
The Manager List allows administrators to manage multiple learner managers from a single display.
You will have the ability to view a list of managers and their current status, add managers and take
action to make these roles active/ inactive.
Once you populate your list of managers, you can return to the home page and designate a
manager for each employee. These locations will populate in the reports as filters you can use to
narrow the data you wish to see. This feature doesn’t correlate with the Customer Supervisor role,
nor is there any access or responsibility you are giving to these individuals. This is exclusively used
for filtering your reports.
If you add a user on the home screen with a role of “Customer Supervisor,” but they don’t show up in
the manager list, this is because the administrator role of Customer Supervisor is a role to provide
access to and visibility of access key administration. The Manager List is strictly for reporting and
filtering and does not provide any access or permissions to those listed.
View Access Keys
This area allows Multi-user administrators to view all entitled access keys. This option is not
available for Flex subscriptions as the user management is done from a different menu option only
visible to Flex subscription administrators. See the Flex User Subscription Administration section
for more information on Flex administrator features.
The access key list displays:
o
o
o
o
o
o
o
Alpha-Numeric Access Key - View access keys for which you are the administrator
Subscription Type Catalog Number
Target Quantity – Total number of access keys entitled
Remaining Quantity – Number of unused users on the access key
Access Key Start Date
Access Key End Date – when your subscription will expire, and content will be locked for
your users
Status – Active/ Inactive designation for the access key
Administrative Reporting
Learning+ features customer administrative dashboarding to show usage and time spent on the
platform.
The following is common across reports:
o
o
o
o
o
Filters are available for each report
Many of the filters can have multiple selections
A downloadable Excel report is available to see the raw data behind the charts shown on
the screen. You will download the filtered data, so if you wish to see all data, do not apply
any filters before doing this download
Click Apply to apply the filters you select.
o Ensure you select Apply, even when no filters are applied to populate data.
Filters can be cleared and reset by clicking the Reset Filter(s) button
Course Completion Report
Displays what courses have been completed and course progress. The Course Completion Report
will allow you to quickly view learners' progress for a course, lesson, and module level at any time.
Filters for this report are:
o
o
o
o
o
o
o
o
o
Start and End Date for the data you want to show – if you enter a start date you MUST enter
an end date
Category – specific category you wish to see data for
Sub-Category – specific subcategory you wish to see data for
Course – specific course you want to see data for
Location - from your Location List
Manager - from your Manager List
Learner/ User- the learner(s) you want to see data for
Company – not as applicable in this report, but available if you’re the administrator of
multiple access keys
Status (Completed, In Progress, Overdue, Yet to Start).
After applying filters, if you choose to enter any, you can view the data in both graphical and list
form depending on the way the data is represented. If you would like to see the raw data, you can
download the report and do your own manipulation.
Summary
Displays a summary of the total course(s) completed.
Course Completion Details
Shows course completion information by Course. The following are shown for each record:
o
o
o
User
Status
Progress - the percent of modules completed out of the total modules available in
the course
o
o
o
o
o
o
Assigned Start Date - the date the user first redeemed their access key
Actual Start Date – the date the user opened the course
Completion Date – the date the user finished all course contents
Time Spent (HH:MM) – how long the user spent making progress in the course
Access Key – the key used to access this course
Access Key End Date – the expiration date of the access key mentioned above
Lesson Completion Details
Shows the lessons completed by a user. The following are shown for each record:
o
o
o
o
o
o
Lesson Name
Associated Course Name – the course the specified lesson belongs to
Start Date – date that the user started this specific lesson
Completion Date – the date the user finished this specific lesson
Status – where the user is in their completion of this lesson
Progress – the percentage of the modules completed compared to the number of
modules in the lesson
Module Completion Details
Shows the modules completed by a user. The following details are associated with each
record:
o
o
o
o
o
o
Course Name – which course the specified module belongs to
Lesson Name – which lesson the specified module belongs to
Module Name – the name of the module
Completion Date – the date the user completed this specific module
Status - where the user is in their completion of this module
Progress - the percentage of the topics in the module completed compared to the
number of topics in the module
Course Completion Report Insight
With the power of this report, you can see when learners fully complete a course and how
long it took them to complete the course; based on this information you might choose to
adjust dedicated training time or recommend other courses that they should take.
Access Key Report
Displays access key identification, how many users are provisioned on the key, how many users
remain on the key, does not include Flex subscription access keys. The Access Key Report will
allow you to quickly view your access key allotment and status at any time.
Filters for this report are:
o
o
o
o
o
Company – not as applicable in this report, but available if you’re the administrator of
multiple access keys
Order ID – not as applicable in this report and is representative of your Rockwell
Automation contract number and as such, we suggest you disregard this filter
Manager – the primary administrator that was entered as the contact at the time of order
Access Key – if you have multiple access keys you can filter to a specific key you wish to
see data for
Access Key Status – if the access key is Active or Inactive
The applied filters do not apply to the first banner of data as that is summarized data. Data below
this banner will change based on selected filters.
Access Keys
The access keys that you have visibility into and the status of the key itself, the number of
users who have used the access key compared to how many user seats were purchased.
Details
This section shows more details about each access key that you have visibility into. Unique
to this section of the report, you can see when the access key expires and by clicking the
hyperlink in the Used Quantity column, you can see who has used the key.
Access Key Report Insight
You are better able to manage your entitlement and access key distribution. If your access
key isn’t being fully utilized, be sure to follow up with people you shared the key with or
share the key with other individuals.
Survey Report
Displays responses to e-learning course surveys. End-of-course survey response is mandatory to
receive a course completion certificate. The Survey Report will allow you to quickly view your
learner’s sentiment and feedback towards the course curriculum at any time.
Filters for this report are:
o
o
o
Start and End Date for the data you want to show – if you enter a start date you MUST enter
an end date
Course – specific course you want to see data for
Learner/ User- the learner(s) you want to see data for
Top 5 Courses with Survey Responses
Since a survey response is required to receive a certificate of completion for a course, so
this information also articulates the top 5 courses your users are completing.
Survey Feedback Responses
A color-coded pie chart representation of the responses to each question asked on the
survey.
Survey Comments
Comments are a required field in the survey, so don’t be surprised if you see nonsensical
responses so users can complete the survey. The comments section can be searched for
specific learners.
Survey Report Insight
With this data you will be able to better understand which courses are most applicable for
your competency objectives. You may wish to dig deeper into the survey responses from
users who selected “Disagree” or “Strongly Disagree” to confirm that they are getting the
most out of their subscription.
Virtual Instructor-Led Training Survey Report
Displays responses to Virtual Instructor-Led Training (VILT) Session surveys. The VILT Survey
Report will allow you to quickly view your learner’s sentiments and feedback towards the course
curriculum at any time.
Filters for this report are:
o
o
o
o
Start and End Date for the data you want to show – if you enter a start date you MUST enter
an end date
Course – specific course you want to see data for
Learner/ User- the learner(s) you want to see data for
Session - specific session of the course
Please note that, unlike course surveys, VILT surveys are optional.
Top 5 VILT Courses with Survey Responses
This information articulates the top 5 courses that your users are completing.
VILT Survey Feedback Responses
A color-coded pie chart representation of the responses to each question asked on the
VILT survey summarizes the feedback.
VILT Survey Comments
Comments are a required field in the VILT survey, so don’t be surprised if you see
nonsensical responses so users can complete the survey. The comments section can be
searched for specific learners.
Virtual Survey Report Insight
You will be able to better understand which of the available courses apply to your learners.
If you’re seeing positive responses, you may wish to recommend these sessions to other
learners to increase the value they are getting from their access to Learning+. With this
insight you will be able to better understand which instructor-led courses are applicable for
your learners. This information can assist you in making recommendations to align with
competency objectives and meet your training and production goals.
Virtual Instructor-Led Training Enrollment Report
Displays what VILT Sessions users have been enrolled in. The VILT Enrollment Report will allow you
to quickly view your learner’s enrollment status and usage at any time.
Filters for this report are:
o
Start and End Date for the data you want to show – if you enter a start date you MUST enter
an end date
o
o
o
o
Category – specific category you wish to see data for
Sub-Category – specific sub-category you wish to see data for
Course – specific course you want to see data for
Session – specific session of the course
VILT Enrollment Summary
The total number of enrollments in VILT sessions for the specified filters, if any, selected.
User Details
Displays which users enrolled in VILT sessions, what VILT course the session belongs to,
the start and end date of the session, and the instructor's name.
Session Wise Enrollment
Displays the user enrollments in sessions for a VILT course.
Course Wise Enrollment
Displays the user enrollments in a VILT course.
Regional Enrollment
VILT sessions are scheduled and hosted at a regional (North America, Europe/Middle
East/Africa, Latin America, Asia Pacific) level, so this section displays which regional
sessions users are attending.
VILT Enrollment Report Insight
The enrollment data will tell you how many times and which sessions learners are signed up
for, but attendance information is not available. If you’re not seeing many enrollments into
the VILT sessions, you may want to remind your users that they have these sessions
available as part of their access and these sessions are a great complement to the selfpaced courses.
User Activity Report
Displays user activity on the Number of Users, Active and Inactive Users, Login Counts, Time Spent
in the Learning+ Platform and Last Login Date. The User Activity Report will allow you to view your
user's activity usage at any time.
Filters for this report are:
o
o
o
Start and End Date for the data you want to show – if you enter a start date you MUST enter
an end date
Learner/ User- the learner(s) you want to see data for
Company – not as applicable in this report, but available if you’re the administrator of
multiple access keys
Company versus Learners Count
The number of learners that are active or inactive for a given company. If you only have
visibility to one access key, then you will only see one company here.
Learners versus Login Count
This section of the report details how many times learners have logged in, how long they
have spent in Learning+ and the date of their last log in. It is important to note that this
data is dependent on the date range entered. Time spent does not equate to time actively
navigating Learning+, but there is a 30-minute auto log out feature.
User Activity Report Insight
With visibility into the time users spend in Learning+ and their last login, you can gauge a
learner's adoption of the platform. Pair this with the Course Completion Report and you’ll be
able to see if users are being productive on the platform by completing courses or enrolling
in VILT sessions. If you see a lot of time spent in Learning+, but not many courses
completed or enrollments, you may wish to understand if learners are only accessing
videos (views are not tracked) and not taking full advantage of all that is available.
Usage Summary Report
Displays overall Learning+ user usage including Access Key Utilization, e-learning Courses Usage,
Course Survey Responses and Virtual Instructor-Led Training Session Enrollment. The Usage
Summary Report will allow you to comprehensively view your organization's usage at any time.
Filters for this report are:
o
o
o
Start and End Date for the data you want to show – if you enter a start date you MUST enter
an end date
o As a multi-user or flex user administrator, this will be your primary filter for this
report
Company – not as applicable in this report, but available if you’re the administrator of
multiple access keys
Orders – not as applicable in this report and is representative of your Rockwell Automation
contract number and as such, we suggest you disregard this filter
o
Access Key – if you have multiple access keys you can filter to a specific key you wish to
see data for
Access Keys
The access keys you have visibility into and the status of the key itself, the number of users
who have used the access key compared to how many users were purchased.
Course Completion Summary
Displays a summary of the total course(s) completed.
VILT Enrollment Summary
Summary of Total User Enrollments in VILT courses.
Top 5 Courses with Survey Responses
Since a survey response is required to receive a certificate of completion for a course, so
this information also articulates the top 5 courses your users are completing.
Usage Summary Report Insight
With a summarized view, this is a great place to get a big-picture view of how much
learners are taking advantage of their Learning+ subscription.
Assessment Report
Displays what Assessments have been attempted and completed. The Assessment Report will
allow you to view the user’s knowledge assessment usage at any time.
Filters for this report are:
o
o
o
o
Start and End Date for the data you want to show – if you enter a start date you MUST enter
an end date
Learner/ User- the learner(s) you want to see data for
Assessment Name – the specific assessment you wish to see data for
Assessment Status – whether the assessment was completed or yet to be started
This information displays a summary of the total assessment attempts as well as a breakdown of
assessment results by User, Assessment Name, Date Assessment was completed and the total
number of assessment attempts.
Assessment Report Insight
Knowledge assessments are not required, but they are a great benefit of the Learning+
subscription in that they allow learners to baseline their existing knowledge and help
decipher what courses they may want to take. You can determine if learners are taking
advantage of this feature and whether they are using this as a starting point or if they are
returning to reassess after they have taken courses.
Flex User Subscription Administration
As an administrator of a Flex User Subscription, you have additional privileges tied to managing the
users on your access key.
The Flex Subscription Report
This report is visible for this subscription type and displays the information just like the Access Key
report but for Flex subscription access keys only. The Flex Subscription Report will allow you to
view details on your access key at any time.
Filters for this report are:
o
o
o
o
o
Company – not as applicable in this report, but available if you’re the administrator of
multiple access keys
Order ID – not as applicable in this report and is representative of your Rockwell
Automation contract number and as such, we suggest you disregard this filter
Admin – the primary administrator that was entered as the contact at the time of order
Access Key – if you have multiple access keys you can filter to a specific key you wish to
see data for
Access Key Status – if the access key is Active or Inactive
The Flex Subscription displays the total number of access keys purchased.
The Access Key graphic displays the status of the key itself, and the number of users who have
used the access key compared to how many users were purchased.
The Details section outlines your company’s purchased access keys, which include the Order ID,
Access Key Number, Total Quantity, Used Quantity, Status and Expiration Date.
Flex Subscription Report Insight
Since this report is very similar to the Access Key report, but for Flex subscription access
keys only, the same insights would apply related to ensuring you are getting full use by
having the full quantity of purchased users active and no remaining users available.
Flex User Administrative Tools
The Flex User Management option is unique to Flex Subscription Administrators; you can view your
access key information including your total purchased quantities, remaining quantity of unused
access keys, start/end dates. Most importantly, you will be able to take action from this view and
unassign users that are currently using your access key using the pencil icon under the Action
column.
User Unassignment
As an administrator with a Flex subscription, you will have the ability to reallocate your
access key and maximize your usage of Learning+. Once you have reached the target
quantity of user seats purchased, any other users trying to use the access key will receive a
message that their access key is not able to be used. You will be able to unassign a user
from this screen, and you will see your Rem Qty increase the same number of users you
unassigned. You can now share the access key with other users.
Example: If you purchased a Flex subscription with a quantity of 25, you will be able to
share the single access key with up to 25 concurrent users in your organization at one time.
If five (5) of those users have completed their required training after three (3) months, you
will have the ability to unassign them within the Flex Subscription Access Key List and
reallocate access those five (5) people had to new users to begin or continue their training
journey. When a user is unassigned, they will receive an email notification with their
updated Learning+ status. If at any time you wish to reassign a former user that was
unassigned, you will simply tell that user to enter the access key again to unlock content.
All prior training records and status for that user will remain and they can pick up from
where they left off before unassignment.
If you are a Flex Subscription administrator and do not see the Deactivate button on your
home screen, this is because Flex Subscription administrators can’t deactivate a user
because this functionality on the home screen could be confused with user unassignment,
which is only available with the Flex Subscriptions.
Support
All customer support for Learning+ is provided by clicking the link for HELP that is available on the
lower left corner of each page. This will provide self-service support through a constantly
monitored email used to address customer support needs. You can also
contact [email protected] for Learning+ or any training assistance.
Useful Links
Find Your Allen-Bradley® Authorized Distributor or Sales Office
Contact Customer Care
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