Training Manual - EthosCE Learning Management System for
Contents
1. Upload 3 Thumbnails 3 Delete Resize of Insert file K Navigat File name Size Width Height Date E j lt toot gt sig png 17 2 KB 346 151 10 13 2010 11 23 E C3 ctools E C3 Hash 7 a Eximagecacie Click to upload E images j E pictures 1 files using 17 2 KB of unimied quota Version 3 1 July 2011 Page 26 of 86 File When the pop up appears click Choose File Choose Fie No file chosen Create thumbnails Select a file to upload and click upload When the upload is complete close the small popup shown immediately above Z Medium 120x120 Small 90x90 Large 180x180 Select the file you uploaded and click Insert image unioad File Browser Google Chrome papercut dicdev com imce app ckeditor sendt JUpload 3 Thumbnails 3 Delete Resize of Insert file o Navigation File name 4 i Width Height E 3 lt root gt sig png 346 151 10 13 2010 11 23 E C3 ctools a C3 hash E E imagecache E C3 images E pictures cme_info add png 451 100 10 17 2010 11 23 3 files using 28 26 KB of unlimited quota l A x papercut dicdev com imce app ckeditor sendto 40imceCkeditSendTo params 40 amp CKEditor edit bo Click OK sites default files my signature gif Alternative Text Width 300 ipsum dolor sit amet consectetuer adipiscing consequat diam Maecenas metus Vivamus commodo non facilisis vitae nulla Aenean di Nunc iaculis nibh non iaculis aliqu2. Save and Display button Step 3 Click Questions Advanced settings Questions Preview Step 4 Select your question type and click the Add selected question type button We will use radio buttons for a multiple choice question in this example Advanced settings Questions Preview Questions D Add selected question type Page Break Check Boxes Date Dropdown Box Essay Box Label Numeric i Moodle Docs for this page Radio Buttons Rate scale 1 5 You are logged in as Admin User Logout Text Box Yes No Return to Course Start Page uestiontypes RequireQuestion Name Version 3 1 July 2011 Page 63 of 86 Step 5 Enter the Question Name and Question Text The Question Text is the actual question Editing Radio Buttons question Question Name DEMO Response Required Y Yes No Radio buttons Alignment vertical OHorizonta Question Text KI a Trebuchet B 1 8 pt B B Lang B7US be bopo HOG Se L s DEMO QUESTION Step 6 Enter your possible answers Each answer has to be on its own line Then click Save Changes Possible answers Yes No Maybe Save changes Save as New Question Cancel Step 7 Your question will show up under the Questions section You can edit your question and choices by clicking on the small hand and pencil icon S You can delete your question by clicking on the X icon x Questions D Radio Buttons 4
3. Step 10 You can always edit your template by going through the unpublished course and changing the questions and answers in the evaluation Version 3 1 July 2011 Page 66 of 86 Setting Certificate Requirements Overview This section contains instructions on how to set certificate requirements for your course Step 1 When viewing your course click the Certificate requirements tab Certificate requirements Step 2 A list of your course objects will appear You may check which course object would be required in order for the user to receive a certificate You will also set a passing grade here for your quizzes Type in the grade percentage that users will have to get in order to pass the quiz for example 70 for 70 You may also adjust the weights of your course objects so that they appear in the correct order to the user Generally the order is usually CME Info weight 0 Pre Test weight 1 HTML Course weight 2 Post Test weight 3 Evaluation weight 4 title enabled passing grade CME Info v HTML Course v Post Test vi Post test Version 3 1 July 2011 Page 67 of 86 Application for Credit Overview This section contains instructions on how to set an application for credit to your course Step 1 When viewing your course click the Edit App for Credit tab Edit App for Credit Step 2 Enter a Title and Body of text Step 3 Enter a Commitment to Change Statement if de
4. EthosCE Content Learning Management System Training Manual DL SOLUTIONS DLC Solutions LLC 109 South 13th Street Unit 2 South Philadelphia PA 19107 http www dlc solutions com Version 3 1 July 2011 Page 1 of 86 Introductionto EthoscE Adminis R vse 5 TEIN IN OVO Vit rests TBG A SAA E 6 LISO TENSA Rida Sai 6 Manasina MENUS 4 A A AE HENA E EA A a 8 Baa the Men Order A sa 8 2 Le ati a New Menu Mi A NS aateonse haa 9 Creatina SIGE Contentesianis imita aa 10 Manasine Sites eR 1 iS O A AS E EE 12 Mahasging Your HoOMepade ocio a a cus TE T 14 Creating a Learmihs Gr UD A ateewsneneege beoenee case cteweetenseneeens 15 Ma as US SS raras dada darias 18 1 AGING a NeW US iaa 18 2 Finding a User Method One Search cccecccesccecceeccenccenscesccesceeeceesceesceesceesceeseeesseesceess 19 3 Finding a User Method TWO ista sd 19 An DEVEtING SSi A Ai 21 de Changing a User S ROG idas a a ER 21 6 Viewing a Users Purchase History and Transcript cccceeccecccecceeccceeceeeceeeceeeeeeseeeeceseeeees 21 EVAN UMSS AAA a 22 1 Enone a User Ise ecl 22 Z Unenrolling a User from a COUSTEL wis A A wale Sain N A N wale Ga Dees 23 Manasing Learnins Certificates atsccsacendatiowatsncestievecdndan idad 24 Ts Overview OF COTAS ias 24 A Cerca gt napsnO Scirocco colacao aia 24 3 Cleanmne Certificate SNaDSNOES sad 24 4 Creating a New Certificate Template ccc cece cece scene cceccnsccesceesceeste
5. click the checkbox next to the user s name and then button marked Clear User Data To delete all snapshots for the course click the Clear All button You will be presented with a message asking you to confirm the deletion Click Yes to confirm or No to cancel the operation The following users have certificate snapshots associated with this course Clear All Return to Menu Clear User Data Step 1 In the admin menu click Site configuration Certificates If you don t see this click Site configuration EthosCE Settings EthosCE certificates Administer Site configuration ctions Addrole settings Administration tools CCK Email Contact Form Settings Certificates On the page that loads in the top tabs click New Template Templates Version 3 1 July 2011 Page 25 of 86 Step 2 Select a title orientation and design your certificate Use the editor to enter text and image Step 3 Upload an image You only need this step if you would like to have an image in your certificate Click the image icon in your text editor CERTIFICATE BODY Note Your text editor may have a different appearance If so skip to the alternate Image method shown below When the popup appears click Browse server Browse Server When the new pop up window appears click Upload to server File Browser Google Chrome papercut dicdev com
6. i J Summary Y Trebuchet 1 8 pt D 3 Lang 4 B U N R e y w FEJE ik ji bh Love DIO o A Step 3 Using the Package file field select the desired SCORM AICC object Configure Other Settings as desired Package file Choose or upload a file Step 4 Click Save and return to course The item SCORM AICC should appear in the Existing Activities column in the course settings page Step 5 To edit this item go under Existing Activities where your SCORM AICC is listed and click the small paper and pencil icon E To delete click the small trash can icon G Version 3 1 July 2011 Page 55 of 86 Step 1 Click Add Evaluation to add it to your course Add Evaluation Add Step 2 Enter the Name and Summary into their respective fields Select a survey type either default to present during course or follow up for afterwards If follow up is selected choose the number of days after the completion of the course that the evaluation will be presented by selecting from the Notify Days field Note that the follow up quiz is a custom feature that may not be available in your site Response options Step 3 Configure settings as desired Type D respond many Respondent Type fullname repiaced Dy role O Never No b 100 Content options 2 Copy existing mpiate questionnaires create new No te No p Use public
7. s name then click the button marked Clear User Data The following users have records associated with this course Clear All Return to Menu L John Doe Clear User Data To delete course records for all users enrolled in the course click the Clear All button You will be presented with a message asking you to confirm the deletion Click Yes to confirm or No to cancel the operation Version 3 1 July 2011 Page 79 of 86 Only users with a role that permits them to view unpublished courses will be able to review unpublished courses Step 1 To unpublish a course navigate to the course and click Edit in the top tabs Step 2 On the right side of the page open the Publishing options section and unclick the Published checkbox Click Save when finished I Published T Promoted to front page FF Sticky at top of lists Expired courses will not be automatically unpublished However users will no longer be able to complete them For this reason you should unpublish expired courses if you don t want them to be publicly visible Version 3 1 July 2011 Page 80 of 86 Reports To view reports for a particular course browse to the course node and click the Course Report tab Course report If not already active click the Overview or Course report button This shows a list of users enrolled in the site the start and completed date and their status Cour
8. v 0 2 Variable LJ i J Credit Version 3 1 July 2011 Page 45 of 86 You may set requirements for pre requisite courses You must have courses created already in order to CERTIFICATE TEMPLATE a SETTINGS Course Requirements make them pre requisites re E PROGRAM INFORMATION L 11 L 3 a Click on Course Requirements when creating your PRODUCT INFORMATION course Type in your Course pre requisites Click on fm ADDITIONAL PRODUCTS Add another item to add more pre requisites ACCME COURSE REQUIREMENTS Add another item Y SUPPORT Once you have entered all details relating to your course you are ready to Save or create your course If you attempt to Save without completing all the required information the application will display an error messages at the very top This will list all the information that must be completed It will highlight the tab s that contain the missing information You must open each tab that is highlighted to address the fields that contain errors or missing information PROGRAM INFORMATION PRODUCT INFORMATION ADDITIONAL PRODUCTS COURSE IMAGE HIDDEN FIELDS CERTIFICATE TEMPLATE SETTINGS Choose File No file chosen PRIVACY COURSE SHORT NAME After you have finished entering all the information your course will be ready to have course objects added to it Version 3 1 July 2011 Page 46 of 86 Creating Course Objects Overview This se
9. 3 Make a folder Select all Deselect all Step 6 A list of files will appear and you can click OK to continue Click on Choose that is on the same row as the html file listed The html file is the file that needs to be linked the course Step 7 The Location will pre fill with the html file s name Click on Save and display to save Adding Talkpoint Session to a course requires third party account with Talkpoint Step 1 Click Add Talkpoint Session under Actions to add it to your course Add TalkPoint Session Add Step 2 Enter the Name Summary and ID number of the Talkpoint Session into their respective fields Adding a new Resource Y General 8 un B7 US B 00 FEJE nt IZ E DA eo ve DDI o Step 3 Click Save and return to course The item Talkpoint Session should appear in the Existing Activities column in the course settings page Step 4 To edit this item go under Existing Activities where your Talkpoint Session is listed and click the O small paper and pencil icon zi To delete click the small trash can icon Version 3 1 July 2011 Page 54 of 86 EXISTING ACTIVITIES TalkPoint Session Adding a SCORM AICC to a course Step 1 Click Add SCORM AICC to add it to your course Add SCORM AICC Add Step 2 Enter the Name and Summary into their respective fields WAdding a new SCORM AICC O General Name
10. Add selected question type QuestionAction Question types Require uestion Name Oe 1 T 4 dt e Radio Buttons No DEMO x DEMO QUESTION Version 3 1 July 20T Page 640f 86 Step 8 You can click Preview to preview your evaluation question Click Questions to add edit or delete questions View Advanced settings Questions Preview DEMO QUESTION O Yes O No O Maybe Step 9 Repeat steps 3 8 to add more evaluation questions An evaluation template is useful because you may want to use the same evaluation questions when you have multiple courses To create a template an unpublished or place holder course should be built first Follow How to Create a Live or Enduring Course section to build a course Step 1 Once you have created your evaluation object and have added your questions to your unpublished course go under Existing Activities where your Evaluation is listed and click the small paper and pencil icon S EXISTING ACTIVITIES Evaluation Step 2 Scroll down to the bottom of the page and click the Save and Display button Step 3 Click on Advanced Settings and change the Questionnaire Type to Template The Template option can be copied and edited This type of questionnaire cannot be used directly but its content can be copied into a new questionnaire and edited Adding a Title would be useful Advanced settings Content options Questionnaire Type D
11. Course Moodle Step 2 Click Clear certificate snapshots by course Clear users from course s Clear certificate snapshots by course Step 3 Click the course name to clear certificate snapshots CE Course User maintenance The following courses have users with certificate snapshots nid 2 Sample Course Step 4 To delete snapshots for individual users click the checkbox next to the user s name then click the button marked Clear User Data To delete all snapshots for the course click the Clear All button You will be presented with a message asking you to confirm the deletion Click Yes to confirm or No to cancel the operation Clear All Return to Menu Version 3 1 July 2011 Page 78 of 86 Step 1 In the admin menu click Site configuration Course Moodle If you don t see that entry navigate directly to moodle ethosce_plugins Administer gt Site configuration Actions Addrole settings Administration tools CCK Email Contact Form Settings Certificates Clean URLs Course Course Moodle Step 2 Click Clear users from course s Clear users from course s Clear certificate snapshots by course Step 3 Click the course title to view the users by username CE Course User maintenance The following courses have users enrolled in them id 2 Sample Course To delete course records for individual users click the checkbox next to the user
12. Template Tite Y DEMO TEMPLATE Subtitle O Additional Info Version 3 1 July 2011 Page 65 of 86 Step 4 Click Save Settings towards the bottom of the page Step 5 Now it s time to add an evaluation to your public published course Follow the steps to add an evaluation object see section 5 under the Course Objects section but when you get to the Content Options section next to Copy Existing you can choose the template that you created in your unpublished course Content options 3 Create new Copy existing DEMO TEMPLATE Use public No public questionnaires Step 6 Click Save and Display Step 7 Click on Advanced Settings and make sure the Questionnaire Type is set to Private The Private option belongs to the course it is defined in only You create a questionnaire and its questionnaire content for the course it is defined in Editing teachers of that course can change the questionnaire and all teachers can review the results Content options E Questionnaire Type Privas 19 Advanced setti Questions Tite Demo Subtitle E Additional Info D Trebuchet 4 Lepr 8 4 Lang B 7 US Step 8 Click Save Settings towards the bottom of the page Step 9 Preview your evaluation by clicking Preview Your evaluation should contain the same questions that you created with your unpublished course Advanced settings Questions Preview
13. Y ome page displays content from this m Save for Demo Group Save to Public group Reset to defaults For each feature you would like to include click the dropdown and set it to Enabled Select a default home page If this is not set your group will not be visible The Group Home option is appropriate for most groups Version 3 1 July 2011 Page 16 of 86 Click Save for ____ Group This may also say Save settings Then click Group home in the left navigation menu Your new group home page should appear To create content in your group use the Create Content menu in the left navigation menu Create content Course Y Discussion topic News item Step 4 Assign a group admin If you plan to be the group admin then you can skip this step But if you would like others to manage the group you will need to make them a group manager Group admins can change features and add users which is necessary to add users to private groups For custom implementations group admins may have additional powers Click Members in the group admin menu Admin If the user is not in the list click the Add members link in the Settings tab Es Features Archive Members Members of Demo Group Type in the username of the user to add them to the group When you are finished click Add users Click Admin Create for the user you want to promote to a group admin Nam
14. another item Version 3 1 July 2011 Page 73 of 86 Variable Pricing Overview This section contains instructions for how to add and manage variable pricing to a product Variable pricing is used for setting prices and fees for products Step 2 Scroll down to Product information and set the Sell Price is 0 00 SELL PRICE 5 Step 3 Scroll up and click on Attributes Attributes Options Adjustments Step 4 If no Attributes are set you must add them by clicking on add attributes to this product Remove You must first add a Step 5 Click on here to add Attributes You may add more attributes here ATTRIBUTES No attributes left to adc Add attributes Cancel Version 3 1 July 2011 Page 74 of 86 Step 6 Give your Attribute a name Click Submit when finished HELP TEXT edit options delete Step 8 Click on the Add an option tab if no option is listed Step 9 Give the option a name this name will appear to customers on product add to cart forms Set the Cost and Price of the Attribute Click Submit when finished ial LIST POSITION Weraull adjustment Step 10 Click on Overview to see your Attribute with price and cost listed Version 3 1 July 2011 Page 75 of 86 Step 1 As course admin edit the course by clicking the Edit tab on the course s main page Step 2 Click on Attributes Attributes Op
15. click User management Users Administer User management Access rules Permissions Profiles RealName Roles User settings Users Version 3 1 July 2011 Page 19 of 86 This will return a list of user with the newest users on top This list is shown below Click the username link to view the user or the edit link to edit the user Show only users where Q role iS courseadmin G permission use admin toolbar Q status active Update options Unblock the selected users Y Update Username John Doe Ezra Wolfe Last access 13 min 45 sec ago 3 days 11 hours ago 3 min 32 sec ago You may also filter and perform bulk operations just as blocking or deleting a user or changing a user role To filter Select the item to filter by and click Filter This will limit the list to the criteria selected To perform a bulk update Check the box next to the usernames select the option and click Update This will update the user with the option selected Version 3 1 July 2011 Show only users where iS courseadmin Filter use admin toolbar active Update options Unblock the selected users Y Unblock the selected users Block the selected users Delete the selected users Add a role to the selected users courseadmin student Remove a role from the selected users courseadmin student Page 20 of 86 Method one Search for the user using the method described above
16. created You will use it to map criteria to the certificate You will also need to know the criteria you want to use In the example below we are using a learning course type as the criteria Administer Site configuration Actions Addrole settings Step 1 In the admin menu click Site configuration Administration tools Certificates CCK Email Contact Form Settings Certificates Version 3 1 July 2011 Page 36 of 86 On the page that loads in the top tabs click Criteria Then click New set Criteria New set NAME My Group Certificate Step 2 Give the criteria set a name and select a certificate template In this example have select the Sample Certificate Click Save kanden Sample certificate Y Step 3 Click the middle icon to edit criteria Sample Criteria Match Generic cert My Group Certificate Sample certificate 2010 EthosCE Click to edit criteria 4 Step 4 Set the criteria type criteria and value In the example below the criteria type is Node and have mapped the Course node type field Course Type to the value Fall 2010 Conference So any course type of Fall 2010 Conference will get this certificate VALUE Fall 2010 Conference Version 3 1 July 2011 Page 37 of 86 Credit Types Overview This section contains instructions on how to manage and map credit types for your courses Step 1 In the admin me
17. iG K H t EEE Ee Levee BOSGr o YA Step 7 You can leave a general response for a correct or incorrect answer Overall Feedback d 1 8pt H99 Wltn 4 BZ US N x m H ta fH ee Ee Leoere Oo o Step 8 Click Save Changes Step 9 Your question name should appear under the Create New Question section You can edit your question and choices by clicking on the small hand and pencil icon S You can delete your question by x clicking on the X icon Action Question name EST O 2 DEMO QUESTION Version 3 1 July 2011 Page 59 of 86 Step 10 To add the question to your quiz click the left arrows K lt or click the Add to quiz button If you have multiple questions make sure you click the check box to select that certain question Action Question name KaK DEMO QUESTION Select all Deselect all With selected 4 Addto quiz Delete Move to gt gt Action Question name Add 1 random questions Add a 7 21 0 Kax 4 DEMO QUESTION Step 11 Once you click K or the Add to quiz button your question will appear under Questions in this quiz Questions in this quiz Order Question name Type Grade Action 1 DEMO QUESTION s 1 A amp gt Total 1 Maximum grade 10 2 Save changes J Show page breaks C Show the reordering tool Go Step 12 To preview your quiz click the Preview tab You can click the Edit tab or the S icon to edit your qu
18. iblic questionnaires Common module settings Group mode KI No groups 5 Visible Show B ID number D 5rade category Uncategorised 24 Step 4 Click Save and return to course The item Evaluation or Follow up Evaluation should appear in the Existing Activities column in the course settings page depending on which option was selected Step 5 To edit this item go under Existing Activities where your Evaluation is listed and click the small G paper and pencil icon E To delete click the small trash can icon EXISTING ACTIVITIES Evaluation Version 3 1 July 2011 Page 56 of 86 Question Management Overview This section contains instructions on how to manage to manage and import questions your questions once you have created a quiz or evaluation object There are two methods to add questions to your quiz Save and Display and Take Course Method 1 Save and Display Step 1 Once you have created your quiz object see section 3 under the Course Objects section go under G Existing Activities where your Quiz is listed and click the small paper and pencil icon Post Test Step 2 Scroll down to the bottom of the page and click the Save and Display button Step 3 To the right side under the Question Bank section go to Create a Question You can select your question type We will be showing you how to add a Multiple Choice
19. products regardless of any product attributes Discounts will apply to each matching product Select e Apply coupon to products listed below OR e Apply coupon to all products except those listed below Applicable SKUs Enter one or more SKUs in the fields to restrict this coupon to a set of SKUs allowing coupons to apply to specific products or attribute options Discounts will apply to matching SKU Applicable Taxonomy Terms Enter one or more taxonomy terms categories in the fields to restrict this coupon to a set of products Discounts will apply to all matching products with these terms Select e Apply coupon to products with terms listed below OR e Apply coupon to all products except those with terms listed below User Restrictions Enter one or more user names and or anonymous users in the fields to make this coupon valid only for those users Role Restrictions Enter one or more role names in the fields to make this coupon valid only for users with those roles WHOLESALE PERMISSIONS Step 8 For Wholesale Permissions select the groups who are able to use this coupon This option is deprecated it is recommended that you leave this option as Both wholesale and retail use the role selection above instead Click Submit when finished Submit Valid until 03 07 2011 Version 3 1 July 2011 Page 43 of 86 Creating a Live or Enduring Course Overview This section contains instructions for ho
20. usually called Primary links My activities Education catalo k tures Top nav menu is A y called Primary links Home gt Groups gt demo Features Group home B Courses Click to T Edit Menus Create content Course Discussion topic Step 3 Drag and drop the menu item to reorder You must click Save configuration when finished Y Y Y Y TO Save configuration y Drag and drop items E Edit delete Version 3 1 July 2011 Page 8 of 86 Step 1 Click Add item as shown in the above image Step 2 Add the path and title Select the menu the new item is going to appear in If you have been editing the Primary links top nav menu it should already be selected Click Save when finished You may now drag and drop the new item to re order it Menu settings Save PATH Q Enter the page to the page MENU LINK TITLE Q Enter the menu label DESCRIPTION Jf Enabled Expanded PARENT ITEM lt Primary links gt E Select the menu WEIGHT 0 Y Persistant URL behavior h Version 3 1 July 2011 Page 9 of 86 Creating Site Content Overview This section contains instructions for how to add basic content to your site Important things to know This section only covers static content and does not include courses Step 1 In the admin menu select Create content then Page Image Learning group E Page Profile Story S
21. will not have the option to purchase the parent Learner may purchase parent or individual children Learns will have the option to purchase either the parent or the children If the parent is purchased all the children will be included Step 5 You may add an external course ID to your course which is used to relate to an outside system Step 6 Click Save at the bottom of the page Children may be existing courses or you may create new courses Step 1 Create courses that will be your children courses Step 2 Navigate to your parent course and click on the Edit tab Version 3 1 July 2011 Page 71 of 86 Step 3 Click on Course Relationships Select your children Enter the first few letters or words of the child course title and then select it from the dropdown list Click add another to add more than 2 children Course relationships se relationships You may optionally set prerequisites for linked activities You may set a requirement that a user must complete one activity before the linked activity becomes available Step 1 When creating your parent activity set go to Course Settings tab make sure the Course Requirement is set to Sequential Enrollment options Version 3 1 July 2011 Page 72 of 86 Step 2 Type in your Course Pre requisites under Course Requirements Click Add another item to add more pre requisite courses Course relationships se relationships Add
22. 5 Click Save and return to course The item Link to a file or web site should appear in the Existing Activities column in the course settings page Version 3 1 July 2011 Page 52 of 86 Step 6 To edit this item go under Existing Activities where your Link to a file or web site is listed and G click the small paper and pencil icon cf To delete click the small trash can icon EXISTING ACTIVITIES Link to a file or web site Adding a Camtasia Package to a course Step 1 Click Add Link to a file or web site under Actions to add it to your course Add Link to a file or web site Add Step 2 Scroll down to the Link to a file or website section and click on the Choose or upload a file button Link to a file or web site Location http Choose or upload a file Search for web page Step 3 Click on Upload a file Upload a file Step 4 Click on Browse or Choose File and choose your camtasia package in zip format Then click on Upload this file Upload a file Max size 128MB gt Choose File No file chosen Step 5 Once your camtasia package uploads click Unzip to unzip the files Version 3 1 July 2011 Page 53 of 86 File uploaded successfully Name Size Modified Action Y ge ACS Webcast Camtasia2 zip 71 3MB 6 June 2011 11 35 AM Choose Unzip List Restore Rename With chosen files
23. Click the user name to view the user and then click Edit Login in the tab to edit the user Scroll down to the bottom of the page and click Delete Home gt John Doe gt Method two Find the user using the list users method View Profile Edit Login described above Check the box next to the user name select Delete the selected users and click Update Method one Search for the user using the method described above Click the user name to view the user and then click Edit Login in the tab to edit the user Home gt John Doe gt Scroll down to the bottom of the page and select the desired role View Profile Edit Login Scroll down to the bottom of the page and click Save l l authenticated Method two Find the user using the list users method described above Check the box next to the user name select Add a role to the selected users and click courseadmin Update user student Search for the user using the method described above Click the user name to view the user and then click Orders or My Activities in the tabs to view the order history or transcript Version 3 1 July 2011 Page 21 of 86 Enrollments Overview This section contains instructions for how to manually enroll unenroll users into a course Step 1 To enroll the user into a course go to the course and click on the Enrollments tab Enrollments Ste
24. EIGHT 0 Y Click save when you are finished Your page s URL will automatically be created from the page title This will help search engines find your content Version 3 1 July 2011 Page 11 of 86 Managing Site Content Overview This section contains instructions for how to find edit and delete content Step 1 In the admin menu select Administer then Content Management Administer Content management Site building Organic groups Site configuration Store administration User management Reports Help Step 2 Click Content and find the content you want to edit J Content V 1 W e gi i 3 4 This will load a page listing the most recent content added to the site You can manage your site s content through this interface reatment of T cell Lymphomas Focus on P cel ourse admin published edit valoia in the Primary Care Setting admi not edit gt published If you see the content you are looking for you can take the following steps e Click the title to view the content e Click the author to view the author s profile e Click the edit link to edit Version 3 1 July 2011 Page 12 of 86 If you don t see the content you are looking for you may need to filter the list by status type or category Show only items where is published Filter Course General discussion Select a filter option and click Filter Step 3 Select content to p
25. a ads 67 APpuecacion or ens nds ds iS a r a a 68 MIMO ACTIVILICS ati 69 TuGreate an AcCUVIY Set Parent Ada 69 Z Create an Activity Set COIE is 71 Be COUTE REG UMPC SINUS nido nido 72 Version 3 1 July 2011 Page 3 of 86 vanable PTICO TTT 74 t Creating Attributes ANG OPTIONS cise A A AS eat aGee 74 Ze MAAS NOs and Usina ACUI A AS AA AAA AAA AS 76 Course ACMINISTALION a cisssaemcanterisqumean NETE A E N A iqgueeeterenaneseneie andes 78 1 Clearing Certificate SmapsnOts a A A suede 78 2 Veal ine Users FLOM COULSeS racial latino 79 S UN PUDUSHING COUTO ies 80 JEXPO COUSO Sorini A AAA Gad Salas ewe cn O 80 REPO Sita tata a ao 81 Tis COUTSS ROEDORES sane 81 LAMA ROEDORES 82 3e SUPVEY REDONIS NA AS ion 83 4 SCORM REDON US a A A 84 N TTT 85 REPORTING DUOS ia A E ao 86 Version 3 1 July 2011 Page 4 of 86 Introduction to EthosCE Administration EthosCE is both a content management system as well as a learning management system It is built upon two open source platforms Drupal CMS and Moodle LMS Both of these platforms have very active development communities that are actively working to fix bugs close security holes and add functionality to the Core platforms Because EthosCE uses these core platforms it benefits from this development community Most of the administrative actions of the system happen within Drupal which provides the look and feel of the site as well as the CMS functionality Moodle is an industry leadin
26. am orci fel ornare massa mauris sed velit Nulla pretium pede tempor id cursus ac ullamcorper nec Curabitur molestie Duis velit augue condime y 4 l Version 3 1 July 2011 Page 27 of 86 Step 3 Alternate Method Click the little photo icon shown below On the screen that opens click Upload Browse Images My Images 0 or a new image On the next screen add a title and click choose file Scroll down and click save Choose File my signature gif On the next window remove the title and set the size to original ar Title optional Test op Test Image properties A Description optional Size max 640x640 Alignment Original v left Link Not a link Insert mode Filter Tag Y Click insert Version 3 1 July 2011 Page 28 of 86 Step 4 Enter token placeholders for course and user data A token is a placeholder that will be replaced with actual course and user data when the certificate is generated Here is a list of tokens available for use in the certificate template were fo a wa rere Version 3 1 July 2011 Page 29 of 86 field_course_start_date mon Date month abbreviated Date month two digit zero padded Date datetime YYYY MM DDTHH MM SS Date day two digit zero padded Date month two digit zero padded Version 3 1 July 2011 Page 30 of 86 Date datetime YYYY MM DDTHH MM SS field_course_expiration_date ddd Date day abbreviatio
27. are here admin store help tokens Click Save when you are finished designing the certificate This section contains instructions on how to map your certificate template to a user profile field You can override global settings in any course or group Step 1 In the admin menu click Site configuration Certificates Administer Site configuration Actions Addrole settings Administration tools CCK Email Contact Form Settings Certificates On the page that loads in the top tabs click Field Mapping Field mapping Version 3 1 July 2011 Page 32 of 86 Step 2 Map the certificate template to the desired field and click Submit PHYSICIAN Global NONPHYSICIAN Global Submit Mapping a multi select field is necessary if you are mapping a field that allows the user to select multiple values for example degrees to a single certificate type Before beginning this guide ensure you have selected a profile field in Section 5 Step 2 Administer ite configuration Step 1 In the admin menu click Site configuration Actions Certificates Addrole settings Administration tools CCK Email Contact Form Settings Certificates On the page that loads in the top tabs click Field Mapping Field mapping Step 2 Click on Groups Field mappina Mapping Version 3 1 July 2011 Page 33 of 86 Step 3 Select the check box next to Group Fields a
28. ave E PROGRAM INFORMATION PRODUCT INFORMATION ADDITIONAL PRODUCTS PHYSICIAN HIDDEN FIELDS Global PRIVACY CERTIFICATE TEMPLATE SETTINGS NONPHYSICIAN Sample certificate Y In this case a user classified as Physician will receive the certificate specified in the global mapping set in items 6 or 7 The Non physician will receive Sample certificate Depending on your version of EthosCE you may not see a link in the left nav bar for certificate template settings In that case they will be on the initial page you see when editing the course Version 3 1 July 2011 Page 35 of 86 Administer Site configuration Step 1 In the admin menu click Site configuration Actions Certificates Addrole settings Administration tools CCK Email Contact Form Settings Certificates On the page that loads in the top tabs click Templates Templates Step 2 You can edit delete or preview certificates by clicking on the link illustrated below Sample certificate This section contains instructions on how you can map a special set of rules to a certificate For example you could give a course type its own certificate This functionality is under active development at the time of this writing Fall 2010 and the interface shown below may have changed If your site was release prior to then it may not be present Prerequisites You will also need to have a certificate template already
29. base Software that stores site settings in memory or storage such as user data pages menus Usually MySQL Web Server Software that delivers the HTML web page to your browser Usually Apache Weight Weight controls the order of multiple items Each item has a number that represents where in the set of it appears Bigger numbers sink to the bottom Lower or negative number float to the top Eth osCE My account Log out Search Features i Group home Courses News There are no courses in this group yet Highlighted Courses Create content There are no courses in this aro up yet Course lt Left nav in blocks M Discussion topic Courses News item e no courses in this q Admin Settings Recent News Recent Discussions Features re is no news in this group There are no discussions in this group yet jJ Archive Members Y CE Info Pre Activity Assessment Complete Begin Course Objects Version 3 1 July 2011 Page 7 of 86 Managing Menus Overview This section contains instructions for how to add menu items to your site Important things to know If you add a page to a menu from the edit menu interface you will need to know the path to the page You can find the path by loading the page and looking in the address bar Step 1 In the admin menu select Administer then Site building then Menus Step 2 Select the menu to edit The top nav menu is
30. ction contains instructions for how to create course objects to your site You will be working mostly on the Course Settings page From this page you will add different elements to your course which the learner will complete to earn the CE credit The typical workflow for a course is CME Info Pre quiz Course Post quiz Evaluation Important things to know Note that navigating to your site s learning groups may be different than that is shown below Step 1 On the homepage click Learning Groups EthosCE My activities Education catalog Learning groups Step 2 Find the group that is listed and click on the title Groups Group Wednesday learning group Step 3 Navigate to the course you would like to add your course objects to and click the View Course button next to the course title or the course title itself Highlighted Courses demo course Credits Version 3 1 July 2011 Page 47 of 86 Step 4 Click the Course settings tab demo course Step 1 Click Add CME Info under Actions to add it to your course The CME Info can be a description or an introductory to your course ACTIONS Add CME Info Step 2 Add a Name to your CME Info A Name is required BilAdding a new Resource General Q Trebuchet 54 en 8 dum BUS EXE uh LSE EH eo ve Haag o E Step 3 Add a body of text to your CME Info The CME Info s full text wi
31. der Attempts unless you want your learners to be able to attempt questions more than once in a single quiz Display Unlimited 4 Shuffle questions 2 No i Shuffle within questions D Yes B Attempts Attempts allowed 2 Unlimited D Each attempt builds on the No FA last Adaptive mode 3 Grades Grading method 2 Highest grade ES Apply penalties 3 Yes 5 Decimal digits in grades 2 b Step 4 Click Save and return to course towards the bottom of the page The item Pre Test or Post Test should appear in the Existing Activities column in the course settings page depending on which option was selected Step 5 To edit this item go under Existing Activities where your Quiz is listed and click the small paper C and pencil icon zi To delete click the small trash can icon EXISTING ACTIVITIES Pre Test Version 3 1 July 2011 Page 50 of 86 There are multiple course objects that we will discuss in sub sections below Adding HTML Course to a course Step 1 Click Add HTML Course under Actions to add it to your course Add HTML Course Add Step 2 Enter the Name Summary and Full text into their respective fields Name and Full text is required FiAdding a new Resource Name General Trebuchet 1 8 pt Lang Brus x Bf w 398 ne FE DA eve ogo o A Step 3 Click Save and return to course towards the bo
32. e Learning group Step 2 Enter basic information e Enter a title description and path for your group e Select the radio button next to the privacy option for your group e Use the menu settings if you would like to have the group appear in a menu If you want the new page to appear in a navigation menu add a menu link title and select which menu you would like it to appear in MENU SETTINGS WEIGHT You can set the order that it appears in by using the weight settings Higher numbers sink to the bottom Lower or negative numbers float to the top T Version 3 1 July 2011 Page 15 of 86 Click save when you are finished You will receive a page not found error That is normal and only because you haven t set a group homepage yet That will happen in the next step Step 3 Configure group features Click the Features link in the left nav Admin Settings Features E3 Archive Members Select which group features you would like to have in the group Demo Group Certificate 7 Disabled Certificate module for EthosCE EthosCE Courses Adds programmatic CCK course node creation with interfaces to take and manage Moodle courses as Drupal nodes EthosCE Discussions Disabled A discussion topic content type as a group feature EthosCE Groups Dashboard Group dashboard EthosCE News Disabled Y Group news feature Default front page Group home
33. e Menage Admin Devin Zuczek Manager admin John Doe Remove membership Admin Create Version 3 1 July 2011 Page 17 of 86 Managing Users Overview This section contains instructions for how to manage users Important things to know User profiles are separate entities from User accounts User profiles are associated with user accounts but profiles are nodes user accounts are not Administer User management Profiles RealName Roles User settings Users Step 2 In the tab at the upper right click Add user Hello admin Logout Add user Step 3 Fill in all the fields necessary to create a user If you would like to notify the user of the new account you must check the box Notify user of new account When you are finished click Create new account Version 3 1 July 2011 Page 18 of 86 To search for a user you will use the standard site search You must be logged in as an admin to search users Step 1 Enter part of the user s name into the search box My account Log out John Doel Search When the search results are returned click the Users tab You may have to re enter the search term depending on how your site is configured The results are displayed below Click the username to view the user account Home gt Search Users Search Enter your keywords John Doe Search results John Doe johndoe example com Step 1 In the admin menu
34. e to make EthosCE the highest quality application possible bugs happen In this section we describe how to report bugs to us so we can fix them as quickly as possible We use a web application known as Mantis to manage all work for EthosCE We encourage all clients to utilize the Mantis system for reporting any issues and for checking the status of any in issue in progress The system sends emails to us each time the issue is updated so we are always aware of any changes made to the ticket You should already have an account in Mantis created during the development process If you are new to the project and don t have an account yet let us know and we will create one for you The URL to log on is http mantis dlc solutions com If you forget your password there is a link on this page to help you set a new one If you cannot remember your username try your first name initial and full last name If that does not work contact EthosCE support at support dlc solutions com When you log in you should be taken to the My View page which provides you with a quick summary of tickets grouped by status Step 1 On the right hand upper side is a drop down menu that allows you to select the current project If you have more than one project in development you need to be sure the correct project is selected when performing any actions within Mantis Step 2 In the top navigation is a link to the Report Issue page which is used for all n
35. erform operations on Check the checkbox next to the content you would like to perform operations on Upuste epliens Publish _ Title Type Author Status Operations wf Issues amp Updates in the Diagnosis Treatment of T cell Lymphomas Focus on Peripheral T cell Course admin published edit enan Use the dropdown to select the operation and click update Upuzte aptit Unpublish Promote to front page Demote from front page Make sticky Remove stickiness 5 of Fibromyalgia Delete Bookmark this ake a baby And Unbookmark this Spotlight activity Remove spotlight Rebuild image thumbnails Update URL alias Update automatic nodetitles Version 3 1 July 2011 Page 13 of 86 Managing Your Homepage The home page of each site is unique Because of this the documentation for editing your home page is included in separate documentation with your site s customizations Version 3 1 July 2011 Page 14 of 86 Creating a Learning Group Overview This section contains instructions for how to create a learning group Learning groups group together users with related content such as courses discussions and news items Important things to know Learning groups are public content by default Content published inside a learning group will take the privacy settings of the parent group Step 1 In the admin menu select Create Content then Learning Group Certificate Course Discussion topic Imag
36. esceesseesceeseseseeesceess 25 5 Certificate Field Mappine GlODAUlY scr dai a is 32 6 Mapping a MultiSelect Field aa 33 7 Overriding Certificate Field Mappings for Single Course cece cece cece cee ceeeceeeceecceeeceeeceeeceees 35 8 Malas me Cercas Jcauvan wesc Ven cute tales 36 9 Creating Certificate ya a id 36 ed VOCS TTT 38 Version 3 1 July 2011 Page 2 of 86 te Managing Credit K eT 38 ZMO OPO aT atra E E E EE EE AEREA 39 3s SKIPPING Credit 1 TTT 39 COUPONS arera Ai 41 te creat No COUPONS arrn rA EEE feces E TTT 41 ZeManasi9 COUPONS ss A ia 43 Creating a Live or EnGuring Co Oui a A AAA A A R REKA 44 1 Create Course and Enter Basic Information sss sees sees sss sa s e c e g e g s cs a aR aR aaea RRR RRR RRR 44 7 Complete Additional INtOrMalOMi its das 45 3 COUrsSe SOLOS LAD iaa ads 45 A COUTO Credit SENOS A AAA A AA A A A A 45 Ds COURSE Requitement nati oia 46 G IDLE R E AHE A EA 46 Creating Course ODJET tesis a AR 47 lo Course SOCIOS aliada 47 Z Creating CME TO estancada isla ass 48 Creatina a QUIZA IS AS 49 A Creatme a aeaea EA A A AA A ale AA AS 51 De Creatine anevada ON errores 56 Cuestion Mana semental A A Aia 97 SAGAS Quiz QUESTIONS usara ld 57 2 Importing multiple choice quiz questions to a quiz pre or post test o ooocoooconocmormmmmmmmss m o 62 3 AUGING Evaluation QUESTIONS iia A 63 How to create an evaluation template cc c x x x e x ee eee 65 Setting Certificate RequITe Mentir
37. estion Info Results Preview Preview Post test Step 13 Repeat steps 3 12 to add more questions Version 3 1 July 2011 Page 60 of 86 Method 2 Using Take Course Step 1 Once you have created your quiz object see section 3 under the Course Objects section go under Existing Activities where your Quiz is listed and click the small paper and pencil icon zi Post Test E Step 2 Click the Take Course tab towards the top of the page Take course Course settings Step 3 Click the CE Info Complete and act as if you are taking the course CE Info Post Activity Assessment Complete Complete Step 4 Click the Go to Next Step button to continue through the course until you get to your quiz Go to Next Step Return to Course Start Page Step 5 You can click the Edit tab or the S icon to edit your question and choices Info Results Preview Preview Post test 14 DEMO QUESTION a Choice 1 b Choice 2 1 C Choice 3 Submit Step 6 Follow steps 3 13 from the Using Save and Display section Version 3 1 July 2011 Page 61 of 86 2 Importing multiple choice quiz questions to a quiz pre or post test Step 1 You will need to create a txt file txts can be created in a program like Text Edit Notepad or Wordpad but the format has to be plain text You will need to save the file as Unicode UTF 8 Step 2 In the txt file type in the
38. ew reports going to DLC Please add as much detail as you can for the summary and the description fields If you can describe what you were doing when you saw the error it will help us replicate it Operating systems and browser versions can be helpful if you are reporting a visual problem or a functional one Some projects will require that you provide URL s for all tickets When you submit a new ticket it s not necessary to assign it to anyone our support staff will take care of that Step 3 To view the notes on a ticket you need to scroll down to the bottom of the ticket page You can edit any note you created and if you have something to add to the issue you can add a new note Below the notes is the complete Issue History which shows all actions taken on the ticket You can see who has worked on a ticket who tested the ticket and who added notes Version 3 1 July 2011 Page 86 of 86
39. g LMS and we have worked to provide a lot of the administrative screens through Drupal for a more integrated experience For this user manual it is important to have a user account with administrative permissions As the administrator you will be able to create and manage various aspects of your site To access the admin menu click on the icon towards the top left of your site It will resemble a wrench When you click the icon the admin menu will drop down Reorder menu Context editor Context inspector Create content Switch theme My Account Devel Learning Networks Administer Content management Site building Organic groups Site configuration Store administration User management Reports Help Version 3 1 July 2011 Page 5 of 86 Terminology Overview This section contains definitions for terms that will be used in the training session Important things to know In this section we will show you how to clear your cache and the site cache which can be important when web development is underway Block Chunks of content that sit inside a page can contain nodes views menus or static content Browser Desktop or mobile software that renders the HTML into a viewable page For example Internet Explorer Firefox Google Chrome or Safari Cache a way of saving commonly used elements into memory so that they don t have to be reprocessed by the server and database This delivers the page much faster b
40. ght corner select the Credit tab Version 3 1 July 2011 Page 39 of 86 Step 2 Check or Uncheck this option to skip the credit claiming screen Unchecking this option will result in the credit claiming screen displaying before the certificate is awarded for all users at all times even if they are not eligible to claim variable credit Checking the option will only show the credit claiming screen to those users who are eligible for a credit type with variable credit claiming enabled Application for credit Step 3 Click on Save Configuration when finished configuring settings as desired Version 3 1 July 2011 Page 40 of 86 Coupons Overview This section contains instructions for how to add and manage coupons Step 1 In the admin menu select Administer then Store Administration Administer Content management Site building Organic groups Site configuration Messaging amp Notifications Slide Library Store administration Step 2 Select Customers then Coupons Administer gt Store administration Administer gt Store administration gt View customers Orders gt Search customers Reek i Step 3 Click on the Add new coupon tab Active coupons Version 3 1 July 2011 Page 41 of 86 Step 4 Enter a Coupon Name and Coupon Code COUPON NAME The Coupon Code is what users will use to receive their discount Keep in mind that Coupon Codes cann
41. ings section change the LMS to Relationship parent Moodle Relationship parent T Attendance re saving Step 4 Once the Parent Relationship is selected new options should appear Course relationships settings Enrollment options Catalog Display e Display parent only This will display only parent courses in the catalog e Display children only This will display only children courses in the catalog e Display parent and children as separate items This will display parent and children courses as separate items in the catalog e Do not display parent or children This will not display parent or children courses in the catalog Version 3 1 July 2011 Page 70 of 86 Enrollment options e Auto enroll all child courses This will enroll a user into all the child activities when the user purchases the parent You must select this field if allowing user to purchase the parent and the children Course requirements Requirements for a certificate and combined credit to be awarded e Arbitrary This allows the learner to take the child courses in any order Courses marked as Required must be completed to receive credit if the parent is credited Sequential User must complete all courses in order Ubercart settings e Learner may only purchase parent Learners will not have an option to purchase the children They will be included with the parent when the purchase is made Learning may only purchase children Learners
42. ith selected Y This is the list of users that have entered the SCORM object To find out if a user has completed the SCORM object click the number in the attempt column next to their name If the user is complete you will see a green check mark and a status of passed or complete K A Checkmark and passed status atemt1 means user has complete SCORM object Status Y FPS_M1 ssed 5 minutes 56 99 seconds Track details Version 3 1 July 2011 Page 84 of 86 PARS If PARS is enabled on your site you will be able to input ACCME content and download PARS reports ACCME information can be entered when creating a course Course credit settings Certificate template settings Course settings ACCME Activity duration Program Information Support Product information Additional Products ASA Calendar Course Requirements Administrator may download PARS Report in XML format PARS Export View PARS Ex port XML i Download PARS Export Note that when you view the PARS XML the report will appear to be a string of numbers and characters Your browser may also complain about the page That is normal To view the actual XML right click on the page and select View Source When the report is downloaded you will receive a zip file Inside the file is a report for each reporting year the course was accredited for Version 3 1 July 2011 Page 85 of 86 Reporting Bugs Although we striv
43. ld to map MD to the doctor s certificate and BSN to the nurse s certificate However if for one particular course you wanted all users to get the same certificate you would map both fields to the desired certificate If you wanted one group or course to have a different certificate complete you can set certificate criteria This applies a special set of rules which would only be met for the course or group in question Once a user s certificate has been generated it is saved in the database and locked so that changes to the templates will not change the generated certificate This ensures that the learners will always have same certificate saved even if it is inadvertently changes If you need to change users certificates after they have been generated you may clear the certificate snapshots Step 1 In the admin menu click Site configuration Course and then Moodle If you don t see that entry navigate to moodle ethosce_plugins Administer gt Site configuration gt Course access Moodle Reports Step 2 Click Clear certificate snapshots by course Clear users from course s Clear certificate snapshots by course Version 3 1 July 2011 Page 24 of 86 CE Course User maintenance Step 3 Click the course name to The following courses have users with certificate snapshots clear certificate snapshots nid 2 Sample Course Step 4 To delete snapshots for individual users
44. ll be shown to the user before they see any course content so its good to include information such as Educational Objectives Accreditation statement Faculty Information Fees Commercial Support Unlabeled Use Disclosure CME Info Full text Trebuchet W 1 8p 199 Hlut B7 US FEE it EE Ee o eo ogs Step 4 Click Save and return to course towards the bottom of the page to go back to adding editing or deleting other course objects Click Save and display to view your CME Info section Version 3 1 July 2011 Page 48 of 86 Step 5 You may also display the CME Info that you have created by going to the bottom of your Course Settings page and clicking the CME Info Begin button A preview will display CE Info Begin Step 6 To edit the CME Info object that you have created go under Existing Activities where your CME Info is listed and click the small paper and pencil icon 9 To delete the CME Info click the small trash can G icon EXISTING ACTIVITIES CME Info Step 1 Click Add Quiz under Actions to add it to your course Add Quiz Add Step 2 Select Pre Post Test to assign quiz type MAdding a new Quiz Q General Pre Post Test Pre test ntroduction D Version 3 1 July 2011 Page 49 of 86 Step 3 Configure settings as desired and click on the icons for more help It is important to have the Adaptive Mode set to No un
45. n Date day two digit zero padded Date month two digit zero padded Date datetime YYYY MM DDTHH MM SS Date day two digit zero padded location name_N Location Name If there are multiple locations per node N is the iteration starting with 0 location street_N Street If there are multiple locations per node N is the iteration starting with 0 location additional_N Additiona If there are multiple locations per node N is the iteration starting with 0 location city_N City If there are multiple locations per node N is the iteration starting with 0 location province_N State Province If there are multiple locations per node N is the iteration starting with 0 location province_name_N State Province Name If there are multiple locations per node N is theiteration starting with 0 location postal_code_N Postal Code If there are multiple locations per node N is theiteration starting with 0 location latitude_N Latitude If there are multiple locations per node N is the iteration starting with 0 location longitude_N Longitude If there are multiple locations per node N is the Version 3 1 July 2011 Page 31 of 86 iteration starting with 0 location country_N Country If there are multiple locations per node N is the iteration starting with 0 Country Name If there are multiple locations per node N is location country_name_N the iteration starting with 0 Store order related tokens
46. nd click Submit If there are no existing groups click Add a new group Submit NAME OF FIELD GROUP Example Step 4 Type in a Name of Field Group and click Create In our example we named our field group Example Create EXAMPLE KA Step 5 Your group should show up with a list of what you could map to your certificate type In our example we are mapping the degrees we want in our Example group Delete Example EXAMPLE M S Step 6 To select multiple fields hold down the CTRL or Control key on BS your keyboard and select the fields you would like to map Then click B A Submit To delete the group permanently click the Delete link below L the group R N Delete Example Field mapping Groups Step 7 Go to the Field Mapping tab and click on Mapping Version 3 1 July 2011 Page 34 of 86 EXAMPLE Step 8 Map the group to a certificate template and click Submit This will allow multiple degrees to be mapped to a single certificate type GIODa Submit 7 Overriding Certificate Field Mappings for Single Course This section contains instructions on how to map your certificate template to a user profile field in a course This overrides the global setting described above Step 1 Navigate to the course you would like to give the custom mapping Click Edit Step 2 Map the certificate template to the desired field and click S
47. nu click Site Configuration and then Course Administer gt Site configuration ASA SSO Accreditation statements Actions Addrole settings Administration tools CCK Email Contact Form Settings Certificates Clean URLs Course Step 2 Click on the Credit tab towards the top right of the page LMS Step 3 Click on the Types tab Version 3 1 July 2011 Page 38 of 86 Step 4 The default credit type will display You may change the Min and Max credits and the increments of credit variable credit Click Save Changes when finished Setting the option to claim credit allows the user to claim a variable amount of credit v Save changes By default the credit type will have the same mapping as the certificate mapping Refer to the Managing Learning Certificate section parts 5 and 6 for additional information Step 1 On the credit type page where it lists your credit type click on Edit under Map Y Save changes Step 2 Make your selections and click on Set Mapping Users meeting all selected criteria will be able to receive credit for this type You will be able to select Certificate Group for example Physician and non Physician Profile Data State License Degrees Special Interest etc You have the option to set the credit claiming so that the credit claiming page will skip completely if user is not eligible to claim credits Step 1 In the top ri
48. ot be changed once they have been used in an order COUPON CODE Select an Expiration Date for the coupon and check Active to enable the coupon Uncheck to disable the coupon Step 5 Set your discount type to Percentage or Price EXPIRY DATE Enter a Discount Value without symbols For example a discount of 15 should be entered in as 15 and choose Percentage as the discount type DISCOUNT TYPE itage Y DISCOUNT VALUE TER so MINIMUM ORDER LIMIT Step 6 For Minimum Order Limit enter a minimum order total that applies to the coupon or 0 for no minimum order limit For the Maximum Number of Redemptions Per Code enter the A E A EAEE IES EERE Maximum number of times each code for this coupon can be used or 0 for unlimited MAXIMUM NUMBER OF REDEMPTIONS PER USER For the Maximum Number of Redemptions Per User enter the Maximum number of times this coupon can be used by a single user or O for unlimited PRODUCT CLASSES none For Product Classes selecting one or more product classes will roduct restrict this coupon to matching products only Discounts will ded then apply to each matching product Applicable products Step 7 Configure settings as desired by clicking on the collapsible tabs pal Sha Applicable taxonomy terms user restrictions Version 3 1 July 2011 Applicable Products Enter one or more products in the fields to restrict this coupon to a set of
49. p 2 Click on the Enrollments button Add enrollment Enrollments Step 3 To narrow down your search type in the user s E mail Address and or Name and click Apply E mail Step 4 Check the checkbox next to the user s name and click on the button Enroll user in current course Then click Confirm Name Admin User Enroll user in current course Version 3 1 July 2011 Page 22 of 86 Step 1 To unenroll the user into a course go to the course and click on the Enrollments tab Enrollments Step 2 Click on the Enrollments button Add enrollment Enrollments Step 3 To narrow down your search type in the user s E mail Address and or Name and click Apply Step 4 Check the checkbox next to the user s name and click on the button Remove a user from current course Then click Confirm Name Admin User Version 3 1 July 2011 Page 23 of 86 Managing Learning Certificates Overview This section contains instructions for adding edit certificates and assign them to courses and users Important things to know Certificate settings are global but can be overridden at the group or course level If you need it you can have a different certificate for each type of user on your site The types of users are defined using a field in the user profile For example if doctors receive different certificates than nurses you might use the degree fie
50. question with choices Create new question 3 Choose Calculated Description 2 Essay Actia Matching Embedded answers Cloze KaK Short Answer Select all Def Numerical With selecte Random Short Answer Matching True F alse l Default for wednesday course 1 Add 1 Fo random questions Add 2 Version 3 1 July 2011 Page 57 of 86 Step 4 Selecting your question type should automatically direct you to where you will add your question and answers Enter the Name of your Question In the text field under Question text input your question General Question name DEMO QUESTION GIOT lex Trebuchet be 1 8pt E9 2 tang 5 B 7 US mw 8 wr SEB 91 HE ba Looe GOOSR o A DEMO QUESTION Step 5 Configure settings as desired Click the O icons for more help Format Y nage to display Default question grade Penalty factor O feedback Trebuchet lap 199 Difu B7 08 x v g o FEE nt EEE Ee Lore OO o Y Path Ga One answer ondy EZ for 9 Sr pe answe es Q ow er Me choices Version 3 1 July 2011 Page 58 of 86 Step 6 Enter the answer choices Choice 1 will be the first multiple choice answer If you have the grade as 100 that is the correct answer Choices with grades of None are the incorrect answers You may input general feedback that will show up once that choice is chosen Choice 1 Trebuchet 1 8pt tang 6 BZUS 2
51. questions choices and answers like so What is the correct answer to this question A Is it this one B Maybe this answer C Possibly this one D Must be this one ANSWER D Which LMS has the most quiz import formats A Moodle B ATutor C Claroline ANSWER A Be sure to follow that exact format capitalized letters when need be questions on one line etc Step 3 Once you have your txt file ready with all of your quiz questions and answers you can move on and create your quiz through the course settings Follow steps in 3 Creating a Quiz Click Save and Display when finished with creating the initial quiz Step 4 Click on the Import link located under the tabs Ec Quiz Questions Categories import Step 5 Select Aiken as your file format File format Aiken format Step 6 Under the Import from file upload section browse and upload your txt file that you created in steps 1 and 2 Step 7 Click on the Upload this File button Your questions should show in the question bank where you then can add them to your quiz Version 3 1 July 2011 Page 62 of 86 Step 1 Once you have created your evaluation object see section 5 under the Course Objects section go G under Existing Activities where your Evaluation is listed and click the small paper and pencil icon EXISTING ACTIVITIES Evaluation Step 2 Scroll down to the bottom of the page and click the
52. se Report Date Started 07 18 2011 12 25pm 07 13 2011 9 19pm 07 13 2011 4 23pm 07 12 2011 9 16am 07 09 2011 4 03pm 07 08 2011 9 19pm 07 07 2011 11 41pm 07 06 2011 5 34pm 07 06 2011 2 36pm 07 06 2011 8 51am 07 05 2011 3 51pm 07 04 2011 1 49pm 07 02 2011 11 29am 07 01 2011 1 22pm 06 30 2011 8 10am 06 20 2011 7 01pm 06 16 2011 9 56am 06 15 2011 10 19am Date Completed 07 19 2011 10 39am 07 15 2011 3 07pm 07 13 2011 3 50pm 07 08 2011 3 29pm 07 12 2011 11 03am 07 08 2011 1 45pm 06 20 2011 7 25pm 07 07 2011 11 41am 06 17 2011 3 09pm Status Complete Enrolled Complete Enrolled Enrolled Complete SCORM AICC Pre Test Enrolled Complete SCORM AICC Complete SCORM AICC Enrolled Complete Complete Complete Complete Version 3 1 July 2011 Page 81 of 86 To view the Quiz reports click the Post test or Pre test button Info Results Preview Edit Overview Regrade Manual grading Item analysis Click to see an aggregate AA report of all users See all course grades Attempts 12 Only one attempt per user allowed on this quiz First name Time d I 1 1 2 3 4 5 6 7 8 9 10 11 12 1 4 15 16 1 ES r lt Completed jen Grade 2 2 3 5 6 8 9 10 11 12 13 1 5 16 17 20 June 2011 07 11 PM Click to see this attempt s responses ne 14 1 1 an an on an on an on on 100 0 1 Click the grade to view the respon
53. ses for that attempts Click the Item analysis link to view an aggregate report You can delete an attempt by checking the box next to the user name and using the dropdown to select delete Overall average Click the checkbox next to an attempt and click here to delete Select all Deselect all Delete selected attempts the se lected atte m pt a Download in ODS format Download in Excel format Download in text format Preferences just for this page Show download Your preferences for this report Page size Click to download Show download marks for each this report question Save preferences The data can be downloaded by clicking one of the download options ODS Excel and text formats are available Version 3 1 July 2011 Page 82 of 86 The item analysis report is an aggregate report showing how all your learners responded to each question Item Analysis Tableg g artial R Correct Question text Answer s text 5 S Q uestion tex Answer s text credit E Counts E Facility Question 01 Influenza A H4N1 One of the predominant influenza strains 0 00 11 0 423 0 90 circulating in the world since the 1970s is Influenza A H3N2 Influenza B H1N2 Influenza A H5N1 1 00 251 327 0 00 26 327 0 00 19 327 To view the Survey Evaluation report click the Evaluation button View Your responses view 2 All responses 326 Advanced settings Que
54. sired Click on the Add another item button to add another statement Commitment to Change Statement Step 4 Select Yes or No for a Commitment to Change Commitment to Change Version 3 1 July 2011 Page 68 of 86 Linking Activities Overview Linked activities provides a way to group activities Each group of linked activities consists of a parent and one or more child activities Once grouped additional features for those activities become available You can Allow for a single certificate to be awarded after completing the required child activities or allow each child activity to have its own certificate O If using a single certificate on the parent enforce that the learner must complete the child activities in order or allow the learners to complete them in arbitrary order Allow users to purchase all the child activities together or individually or provide an option for either purchasing together or individually Allow users to receive a discount for purchasing the entire group Allow for users to purchase a parent and receive access to all existing and future child courses Step 1 In the admin menu select Create Content then Activity set Create content Accreditation statement Certificate Course Event Cal Feed Step 2 Enter a Name for your Activity Set Create Activity set DESCRIPTION Version 3 1 July 2011 Page 69 of 86 Step 3 Under the Course Sett
55. stions Preview View All Responses View By Response Summary Delete ALL Responses Download in text format D View All Responses All participants Responses 326 li 1 Was the selected article relevant to your practice Response Average Strongly Disagree _ KA Disagree D 2 Neutral D 12 Agree ad 46 Strongly Agree D 30 AS 100 3261326 The survey report shows an aggregate of all users responses You may download this in text format and import it into Excel Version 3 1 July 2011 Page 83 of 86 If you need to see the completion status of a SCORM object see he SCORM completion report To view the SCORM report click the SCORM AICC button attempt Started on Last accessed on 4 Sunday 19 June 2011 10 45 PM Monday 18 July 2011 03 04 PM Monday 20 June 2011 07 12 PM Monday 20 June 2011 09 03 PM Friday B July 2011 10 37 AM Friday B July 2011 01 41 PM Saturday 2 July 2011 11 52 AM Tuesday 5 July 2011 03 14 PM Monday 4 July 2011 01 58 PM Tuesday 12 July 2011 10 53 AM Wednesday 6 July 2011 10 22 AM Wednesday 6 July 2011 10 58 AM Wednesday 13 July 2011 04 47 PM Wednesday 13 July 2011 11 23 PM Friday 8 July 2011 01 05 PM Friday 8 July 2011 03 25 PM Tuesday 12 July 2011 06 56 PM Wednesday 13 July 2011 03 39 PM Wednesday 13 July 2011 05 09 PM Friday 15 July 2011 03 00 PM Monday 18 July 2011 01 22 PM Tuesday 19 July 2011 10 34 AM Select all Deselect all W
56. tep 2 Enter Basic Information Enter a title and description for your page Depending on your site s configuration you may be able to format your text using the text editor If you would like to add the page to a navigation menu you can do this now This is the page title This is the body or main content of the page Drag the handle to enlarge the editing area Version 3 1 July 2011 Page 10 of 86 Step 3 Optional Add Page to a Navigation Menu If you want the new page to appear in a navigation menu add a menu link title and select which menu you would like it to appear in MENU SETTINGS MY NAVIGATION LINK TITLE REVISION INFORMATION NO REVISION MENU LINK TITLE AUTHORING INFORMATION eer pran BY ADMIN ON 2010 10 14 15 08 05 My Navigation Link Title 0400 PUBLISHING OPTIONS PUBLISHED PARENT ITEM COMMENT SETTINGS lt Primary links gt My activities URL PATH SETTINGS Search disabled DISABLED NO ALIAS User list disabled FILE ATTACHMENTS Create content NO ATTACHMENTS Certificate Image Learning group Page Product Profile Story Log out 2010 EthosCE lt Primary links gt My activities LH N C DT PRINTER E MAIL AND PDF VERSIONS Save Preview View changes 7 You can set the order that it appears in by using the weight settings Higher numbers sink to the bottom Lower or negative numbers float to the top W
57. tions Adjustments Step 3 If Attributes are already listed select an Attribute and click on the Add attributes button To add more Attributes than the ones listed click on here You may add more attributes here ATTRIBUTES Add attributes Cancel Step 4 The Attribute you have chosen Educational Fees in this example will appear in a list You may remove the Attribute set it as required by clicking on the checkbox and choose how you would like it to display To have the variable pricing show up for users ready to purchase the course click on the checkbox under Required Click on the Save changes button to save Educational Fees Save changes Step 5 To edit the fees themselves click the Options tab Product Options Adjustments Version 3 1 July 2011 Page 76 of 86 You can then select deselect the options you would like to display set the default and set the cost and price of each option Educational Fees Step 6 Click on View in the navigation to view your course You should see the Attribute info Version 3 1 July 2011 Page 77 of 86 Course Administration Step 1 In the admin menu click Site configuration Course Moodle If you don t see that entry navigate directly to moodle ethosce_plugins Administer Site configuration Actions Addrole settings Administration tools CCK Email Contact Form Settings Certificates Clean URLs Course
58. ttom of the page The item HTML Course should appear in the Existing Activities column in the course settings page Step 4 To edit this item go under Existing Activities where your HTML Course is listed and click the S small paper and pencil icon S To delete click the small trash can icon EXISTING ACTIVITIES HTML Course Version 3 1 July 20T Page 51 of BR Adding Link to file or website to a course Step 1 Click Add Link to a file or web site under Actions to add it to your course Add Link to a file or web site Add Step 2 Enter the Name Summary and Location Web Address URL into their respective fields BAdding a new Resource General Trebuchet 2 1 8 pt Hl un BQ B JI US x v EXE t IIZ E DA e ve OS o A Link to a file or web site Location _ Choose or upload a file Step 3 To pass data to an external website using the query string if not already visible in the Parameters section click Show Advanced Name and select the parameters to pass Note to pass the student s UID from Drupal select the User ID number field value Parameters x Show Advanced s Step 4 In the Window section choose either New Window or Same Window to preference Window gt Show Advanced Force download 2 Window Same window L Ninte A Ma ry Nin filoc ma Note SL me med a MOS m J Step
59. ut can cause changes not to appear immediately Caching can happen at the database and browser How to clear your cache In Internet Explorer select from the top drop down Tools gt Internet Options gt Delete Check Temporary Internet Files and click delete How to clear the website cache As the admin user navigate to admin settings performance Scroll to the bottom of the page and click Clear cached data Course Objects A part of a course such as a pre test webcast evaluation or certificate Represented with icons in the course layout Learning Group Learning groups group together users with related educational content such as courses discussions and news items around a common theme Navigation Menus A list of links usually in the top or left of the page Referred to as a left nav or a top nav Node An item of content like a page blog entry course description etc Panels A custom page layout made up of nodes blocks views and other content Path The part of the URL after the base address eg http www cnn com video Tabs A smaller secondary horizontal menu usually formatted to look like folder tabs Token A placeholder for data that is replaced with actual data Version 3 1 July 2011 Page 6 of 86 firstname Vertical Tabs A smaller secondary menu that is stacked vertically Views A view or list of content pulled from the database filtered and formatted Web Data
60. w to create a course Important things to know Courses should be created inside a learning group Navigating to your site s learning groups may be different than that is shown below Step 1 On the homepage click Learning Groups EthosCE My activities Education catalog Learning groups Step 2 Find the group that is listed and click on the title Groups Group Description Wednesday learning group Description of the learning group Step 3 Click the Create Course link in the left nav configure Create content Course k This will take you to the Course Creation page Version 3 1 July 2011 Page 44 of 86 Most implementations of EthosCE will have additional fields These are shown in vertical tabs as illustrated below When creating or editing a course you can check uncheck the desired information under the Course Settings tab Hover over each field with your mouse for a description Custom outline titles are for if you would like to have custom titles for your course objects creating course objects happens in the next section of this manual When creating or editing a course you should see the credit type under Course Credit Settings If you edit the Increments Min and Max in the Course Edit mode you will override the default credit settings Course credit settings Set the credit settings for this course AMA PRA Category 1TM Award AMA credit INCREMENTS MIN MAX
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