ePortal User Guide
Contents
1. 49 4 3 2 HACER PAPER OUPERIANCEREI ONERE 50 User guide version 1 Page 2 of 51 w www advancedfirstline com t 08456 888 500 anced Learning 1 Introduction Welcome to the web based interface of Facility CMIS In this guide you will see examples of how ePortal operates and how this can be utilised by your institution When you start ePortal you will be presented with the login screen This screen looks the same for every user Your institution may have adjusted this page so some options may not be available or look different for you a LU a 3 tog Learning Enter your Username and Password then click on Login You will then be directed to a screen appropriate to your login User guide version 1 Page 3 of 51 w www advancedfirstline com t 08456 888 500 E Advanced Learning zUser Bisi Adewole Type Lecturer Logged In 15 35 03 Sep 2013 Dataset STUFITDONE Advanced Learning 8 Timetable More Timetables Main Menu p REL E777 Lecnirer Timetable Moite Timetable My Registers Lk More 12 00 13 00 Introduction to Accounting Starring House 5 333 Room Timetable Course Timetable 14 00 15 00 introduction to Accounting Starring House SH333 Class group Timetable Student Timetable 15 00 16 00 Introduction to Accounting Starring2. Clear all Tabs Add to Event Summary of Current Event mem event sow 4 Enter the information required 5 Click Add to event to begin the event creation process Roam Features Equipment Class Lecturer Module Details Mise selection orc gt z D jin Clear Current Tab Clear all Tabs Add to Event Summary of Current Event Start 09 00 Duration 01 00 Day Thu Wk Range 1 12 Room Rm1 Room 1 Create Event 6 Once all information has been added to the collection click Create event to then make this event User guide version 1 Page 29 of 51 w www advancedfirstline com t 08456 888 500 C Advanced Learning Start Time 109 xw 00 2 piam tee pon Duration 01 00 Site Hm Ac EM xal Rm1 Room 1 Week Range 1 12 Room MAIN Main Week range name Add Event Summary of Current Event Start 02 09 Duration 07 00 Day The Wk Range 1 12 Room Aim Reom 1 Create Event Events Template 1 Start 02 00 Duration 01 900 Day Thu Wk Range 1 12 Room Rm1 Room 1 Submit Everris 7 Itis now possible to go back to the top of the window and change some details such as changing the Day to Friday 8 Click Add to event once the changes have been made 9 Click Create event This will then show that 2 events have so far b
3. Event Id 24 02 2010 25 02 2010 26 02 2010 02 03 2010 02 03 2010 02 03 2010 03 03 2010 04 03 2010 05 03 2010 05 03 2010 05 03 2010 Start Finish Business Accounting Business Accounting Art History Art History Art History Business Accounting Business Accou si Art History Art History Art History Buicinesce ocnmiunmtimao 3 Double click on the red Event id of the event you wish to see You will see multiple columns for attendance User guide version 1 Page 39 of 51 w www advancedfirstline com t 08456 888 500 Advanced Learning J Register history of Art History ART1 for the date range 02 03 2010 09 03 2010 For Teacher A Yone ANY arrived late left late Double Click to enter selected attribute ENTER te enter selected attribute 5SPACE to clear attribute cr E copy value to row below 2 Stu Name 02 Mar 09 Mar 2010 2010 TEST TEST STU stus STUs stug TUF Et STLUS stug Export to Excel STU stus 999999 Fred Bloggs submit STUGL stul STU20 stuz gt 72 STULO stui STULL stuil SIUIZ stui2 STULS stui3 gt 714 514 4 Enter attendance as required 5 Click Submit all blank entries will gain the default register mark 3 3 6 Other Lecturer 1 Select Registers Other Lecturer to open the following view 4l Find a Lecturer Select a Lecturer from the table to proceed Lecturer Lct Name
4. Ream 1 3 Main main 2 main Room Sgil Satellits Displaying 1 8 of _ 6 Click the button next to the required room to view that room s availability User guide version 1 Page 22 of 51 w www advancedfirstline com t 08456 888 500 i Advanced Learning JJ Check room availability Reom Details Room 1 Rm1 Category tutorial Capacity Seats 20 Main MAIN EUM Flat seating Features Black out blind x 1 Zone catering ype Room Availability on 25 06 2007 00 00 03 00 06 00 09 00 12 00 15 00 18 00 21 00 24 00 None mm 40 00 03 00 06 00 09 00 12 09 15 00 18 00 21 00 24 00 Available 00 00 24 00 Select a Booking Time Cancel Try again Submit Other information about the room is displayed in the Room Details area in the top right corner of the screen Information such as Disabled access tiered seating windows and data projectors is displayed here The screen above shows that the room is available all day Unavailable times would be show in red To make a booking in this room select a start time and a duration and then click Submit to begin the booking process Note The ability to make a booking via this screen may have been disabled in which case you will not see the Start Time and Duration drop downs or the Submit button User guide version 1 Page 23 of 51 w www advancedfirstline com t 08456 888 500 Advanced e Learning 3 1 3 Locate a booking
5. There are a number of ways that previously made bookings can be displayed 1 Select Room Booking Locate booking from the main menu to display the screen shown below Jl Locate Booking View Today s Bookings View bookings occurring today 04 09 2013 View This Week s Bookings View bookings occurring this week 01 09 2015 to 07 09 2013 inclusive View My Bookings View bookings owned by Bisi Adewole Enter partial room code Search Enter partial room name E Search Refined Search Locate bookings by use of additional fillers View Bookings For a Room 2 Select the specific way you wish to find the bookings View today s bookings displays all room bookings for today e View This Week s Bookings displays all room bookings for this week View My Bookings displays the logged in user s bookings e View Bookings for a Room allows the user to search for a specific room and it s room bookings e Refined Search this allows for more specific search criteria to be entered such as the Booking ID JJ Refine Booking Search i be used in conjunction with Room category at least one other unmarked search criterion Room classification Search Booking ID Search Booking date By Event Date v Search a Once a booking has been located it can be displayed User guide version 1 Page 24 of 51 w www advancedfirstline com t 08456 888 500 3 Advanced Learning JJ Locate Booking Day
6. Welcome page User guide version 1 Page 31 of 51 w www advancedfirstline com t 08456 888 500 Advanced Learning 3 3 Registers There are 7 sub menu items from the register menu item e This Event e Todays Events e Select Week e Select Date e Select Range Select Event e Other Lecturer By Module k Registers This Event Week Structure Todays Events About ePortal Select Week Logout Select Date Select Range Select Event Other Lecturer By Module Registers can be setup and marked within Facility CMIS but via ePortal these can also be marked online User guide version 1 Page 32 of 51 w www advancedfirstline com t 08456 888 500 Advanced Learning 3 3 1 This Event 1 Select Registers This event This will select the event associated to the logged in user occurring at this time Registration For the Current Event For Teacher A N Yone ANY Your Active Registration Event Event Id Finish Subject Tue 09 03 2010 11 00 13 00 Art History 2 Click on the red number in the Event id column to then make entries for attendance Register for Art History ART1 on 08 03 2010 11 00 13 00 Far Teacher Yona ANY Det Register FAL Dota lacht 55 ori td att ENTER 15 eer 422043 pms Sty Crna See cSt PEL ee Nd TS DOD aee cm rng LP TL The top left box shows the attendance opti
7. Advanced Learning ePortal User Guide Version 1 gt a All copyright and other intellectual property rights all text images and course materials are owned by Advanced Learning or are included with permission of the relevant owner You are permitted to reproduce extracts by way of printing and by distribution to other people but in all cases for non commercial informational and personal purposes only No reproduction of any materials may be sold or distributed for commercial gain nor shall they be modified or incorporated in any other work or publication No other licence or right is granted COPYRIGHT Advanced Learning Advanced Learning owned by Advanced Business Software and Solutions Limited trading as Advanced Business Solutions part of Advanced Computer Software Group Registered in England and Wales No 03214465 Registered Office Munro House Portsmouth Road Cobham Surrey K11 1TF United Kingdom Advanced Learning Salisbury House Stephensons Way Wyvern Business Park Derby DE21 6BF w www advancedfirstline com t 08456 888 500 f 01332 660 111 www progressomis com Advanced Learning Table of Contents L I AEN NUN MENTEM RENE EE FERRUM VER MA NR SU MUN GU RC RR NR MN RR 3 2i Menu IPS esses ordcupqiae an RE RS Va UD M DPI br M MI M MERE S Ea OF D MM sacs CI MN RE NE REN 5 ed a cobro LER EEE E PE EA AE E E E PRECOR ODE REEF REI M 5 2 1
8. 17 00 18 01 12 Timetable for Yone User guide version 1 Page 16 of 51 w www advancedfirstline com t 08456 888 500 Advanced Learning 3 Room Bookings There are 3 sub menu items available e Make Booking Check Availability e Locate Booking Timetable k Room Booking Make Booking Registers Check availability Week Structure Locate Booking 3 1 1 Make booking This screen allows you to specify the criteria to search for a room and make a booking Please note that your administrator may have set visibility on this screen so that not all the shown items are available If a field is marked with an asterisk then that field is mandatory and must be entered before the booking will proceed Book a room Fields marked with an asterisk are mandatory Help Specify When the Booking Will Happen Hide Enter a Start Time hh mm 09 vi s 00 Enter a Duration hh mm 00 00 zoning m Add Date Time zc DINEEEN on Week Range Name Specify Search Criteria te Use Request Specific Room Features Request Equipment Multiple dates and times may be selected as follows 1 Enter a Start time a duration and a Booking Date 2 Click Add Date Time User guide version 1 Page 17 of 51 w www advancedfirstline com t 08456 888 500 _ Advanced Learning 3 Repeat the process to add extra dates Specify When the Booking Wil
9. 20 04 2013 27 04 2013 23 24 09 06 2013 16 06 2013 15 06 2013 22 06 2013 LJ 32 04 08 2013 11 08 2013 10 08 2013 17 08 2013 40 29 09 2013 06 10 2013 05 10 2013 12 10 2013 a7 48 24 11 2013 01 12 2013 30 11 2013 07 12 2013 Mext Month Advanced Learning J Selected Timetable Parameters Timetable for Bisi Adewole ADEVWOLEB Type Lecturer Additional Filters Event Type Achvity Type Source I Bookings Only View Timetable Graphic View Timetable Grid Back e Event type this limits events to only those of this type E g Teaching Source limits events to only those of the chosen source E g Exam e Activity type this limits events to those of this module activity type E g tutorial Bookings Only limits display to room bookings only e View timetable graphic view a graphical representation of the timetable e View timetable grid view a text list of the timetable 9 Click View Timetable Graphic to view a graphical timetable or click View Timetable Grid to see a text list of the events User guide version 1 Page 14 of 51 w www advancedfirstline com t 08456 888 500 Advanced Learning 2 2 2 Master Timetable The Master Timetable view displays information in different ways for example a group of Room timetables Lecturer timetables Module timetables etc 1 To view select Timetable Master Timetable We are going to loca
10. Enter a partial name or code to search for Find inl O e By Code C By Name Search User guide version 1 Page 40 of 51 w www advancedfirstline com t 08456 888 500 Advanced Learning 2 Enter at least one character from the Lecturer name or code in the Find Lecturer field 3 Click Search This will then give a list of lecturers that match the search 4 Double click on the Lecturer you wish to view This will then bring up a date range to view _ Select Dates to View From Date To Date Sun Mon Wed Thu Fri Sat Sun Mon Wed Thu Fri Sat 23456 23456 11 12 83 s 10 11 12113 18 19 88 14 15 16 17 18 19 20 J6 2A 27 E 93 OY 25 26 27 EL E 1 4 E 32 EL Selected Mone selected Hone Submit 5 Select a range of dates in the past not exceeding a 28 days range to then bring up a list of events for that lecturer within those dates J Registration between 09 03 2010 and 09 03 2010 For Lecturer Super 2010 Super Event Id i Finish Module Tue 09 03 2010 16 00 18 00 Art History Tue 09 03 2010 13 00 15 00 Business Accounting 6 Click on the specific red Event id to see that event s register Note that any attendance submitted via this screen will leave a student with a blank entry as a blank entry and not insert a default attendance value User guide version 1 Page 41 of 51 w www advancedfirstline com t 08456 888 500 Adv
11. History 7 Click on the red Event id to open that event s relevant register User guide version 1 Page 43 of 51 w www advancedfirstline com t 08456 888 500 Advanced Learning J Register history of Art History ART1 for the date range 09 03 2010 09 03 2010 arrived late left late Double Click to enter selected attribute Stu Code ENTER to enter Selected attribute SPACE to clear attribute copy value to row below TEST TEST STUS stu9 STUG stug STU stu STU6 stu STUS stus 999999 Fred Bloggs STUO1 stul STUu20 stu20 51410 stuig STU11 stull STU12 5112 STU13 stui3 5114 stul4 5717115 stuls5 STUS stu3 Stu Name Export to Excel 8 Enter attendance as required 9 Click Submit Note any attendance submitted via this screen will leave a student with a blank entry as a blank entry and not insert a default attendance value User guide version 1 Page 44 of 51 w www advancedfirstline com t 08456 888 500 Advanced Learning 3 4 Week Structure This shows the week in CMIS and the week beginning date for reference purposes 4l Week Structure This week is week number 23 Start Date Week Number Start Date Week Number Start Date Week Number Start Date Weeks start on Monday day Structure 04 01 2010 01 02 2010 01 03 2010 29 03 2010 26 04 2010 24 05 2010 21 06 2010 19 07 2010 18 08 2010 13 08
12. This gives 2 sub menu options e My Timetable e Change password Home k Personal My Timetable Timetable Change Password 2 1 1 My Timetable This option calls up your timetable Home JJ Timetable for Bisi Adewole Personal Timetable Legend Quick Filter Print View Grid Current Location Site Starring BL ae oon Registers Filters Timetable type Teacher Week Structure About ePortal Logout Operations N Introduction Introduction Introduction Lecture Operations Seminar SH SHGO Bisi Adewolg 13 00 14 0 21 30 33 34 Buttons e Legend will show information as to what is being displayed in the timetable events User guide version 1 Page 5 of 51 w www advancedfirstline com t 08456 888 500 Advanced Learning Timetable Lege module actviyt pe sieroomcode lecturer time weeknames Quick Filter this allows you to quickly filter the timetable view to specific weeks or dates 4l Quick Filter This Week Next Week This Month Next Month This Calendar Year Remaining Dataset Dates Week Range e PDF allows you to create a pdf file of the timetable which will allow you to then Save or print this timetable e Print opens a screen containing just the timetable and allows you to print direct from the screen e View Grid takes you to a list view of your events User guide version 1 Page 6 of 51 w www advancedfirstline co
13. 09 2013 45 10 11 2013 16 11 2013 This Month lg 10 02 2013 16 02 2013 1 14 07 04 2013 13 04 2013 22 02 06 2013 08 06 2013 28 07 2013 03 08 2013 1 38 22 09 2013 28 03 2013 46 17 11 2013 23 11 2013 Cancel A list of all the weeks within the pre set week ranges are displayed and the current week range is pre selected There are buttons at the bottom of the screen to make selection faster for example selecting the Next Month button will highlight all of the week ranges in Next month w www advancedfirstline com t 08456 888 500 User guide version 1 Page 12 of 51 Learning 7 ls 17 02 2013 24 02 2013 23 02 2013 02 03 2013 C 15 16 14 04 2013 21 04 2013 20 04 2013 27 04 2013 O 23 24 09 06 2013 16 06 2013 15 06 2013 22 06 2013 LJ 32 04 08 2013 11 08 2013 10 08 2013 17 08 2013 39 40 29 09 2013 06 10 2013 05 10 2013 12 10 2013 1 a7 48 24 11 2013 01 12 2013 30 11 2013 07 12 2013 Mext Month Choose Your Weeks L 4 06 01 2013 12 01 2013 la 03 03 2013 09 03 2013 C 17 28 04 2013 04 05 2013 C 25 23 06 2013 29 06 2013 1 18 08 2013 24 08 2013 41 13 10 2013 19 10 2013 49 08 12 2013 14 12 2013 This Week 2 13 01 2013 19 01 2013 10 10 03 2013 16 03 2013 18 05 05 2013 11 05 2013 26 30 06
14. 1 tod 5 Bae o 7 cece iaa aren ae ica en ee ee NC RU 9 2 2 1 TITO DIG asasezebzbea skantata ain qa ERENERIA ER RARE GA EX RU EX A ARR ARA LER AG 4 EPA dA quA 9 Lobe Master Te domed mire whee agii Boda aca had tks 15 gt ROOM DOOlIMUSu acaso a cin C OL A ACA A Fa RA 17 3 1 1 P MC 17 2 1 2 p Fia EE OEC E 22 C B OOO Losresereeiridqiseteduteciaedieci d biide edP ed RVWPADFTEKPINTeUPE 24 S o EI LERNTE 26 dod D a sois estas seven sg Mod asain eal anne ER 27 3 3 Pell TT M 32 om iuf 33 35 36 3 3 4 LIBER E cance phages aia enna deta P dupl daa ela os dA as ee a7 3 3 5 Select Range X Select Event sssssssssssnsssnenrunsnsnnnsnssesnsnsnenrsnsnnnenenennne 38 3 3 6 40 42 cr NETTE TUI 45 4 Pages uicisesunauusuaRu SE ERR ERE RM HERE EAR 46 4 1 vasi PRETI EET 46 cut 48 4 3 me d 49 4 3 1 cT
15. 2010 11 10 2010 08 11 2010 06 12 2010 03 01 2011 Named range se 11 01 2010 08 02 2010 08 03 2010 5 04 2010 03 05 2010 31 05 2010 28 06 2010 26 07 2010 23 08 2010 20 09 2010 18 10 2010 15 11 2010 13 12 2010 10 01 2011 Range value 3 7 11 15 18 23 27 31 35 39 43 AT 51 18 01 2010 15 02 2010 15 03 2010 12 04 2010 10 05 2010 07 06 2010 05 07 2010 02 08 2010 30 08 2010 27 09 2010 25 10 2010 22 11 2010 20 12 2010 25 01 2010 22 02 2010 22 03 2010 19 04 7010 17 05 2010 14 06 2010 12 07 2010 08 08 2010 06 09 2010 04 10 2010 01 11 2010 29 11 2010 21 12 2010 If the Week range name is selected in the drop down at the bottom of the window it will show the appropriate week range associated with the name w www advancedfirstline com t 08456 888 500 User guide version 1 Page 45 of 51 Advanced Learning 4 Home Pages The final area to look at returns to the beginning and the Home page The home page gives staff and students immediate access to the tools they need and at a glance information on their commitments for the day This way useful information is kept available and at their fingertips whilst allowing more sophisticated functions through the menu 4 1 Lecturer Login If a lecturer logs into ePortal the home page will display similar to below Note this screen can be completely altered so some items may not shown on your set up UserBisi Adewole Type
16. 2013 06 07 2013 1 25 08 2013 31 08 2013 42 20 10 2013 26 10 2013 LJ 50 15 12 2013 21 12 2013 1 14 20 01 2013 27 01 2013 26 01 2013 02 02 2013 O 41 LJ 12 17 03 2013 24 03 2013 23 03 2013 30 03 2013 19 20 12 05 2013 19 05 2013 18 05 2013 25 05 2013 LI 27 28 07 07 2013 14 07 2013 13 07 2013 20 07 2013 I 35 01 09 2013 08 09 2013 07 09 2013 14 09 2013 L 44 27 10 2013 03 11 2013 02 11 2013 09 11 2013 51 52 22 12 2013 29 12 2013 28 12 2013 04 01 2014 Next Week OK Click OK to apply the range of weeks C Advanced 15 Lle 03 02 2013 7 10 0220137 09 02 2013 16 02 2013 13 LJ 14 31 03 2013 7 07 04 2013 06 04 2013 13 04 2013 22 26 05 2013 02 06 2013 01 06 2013 08 06 2013 29 21 07 2013 28 07 2013 27 07 2043 03 08 2013 38 15 09 2013 22 09 2013 21 09 2013 28 09 2013 LJ 45 46 10 11 2013 17 11 2013 16 11 2013 23 11 2013 This Month Cancel Once you have decided how to limit the weeks dates or leave all of them blank if you wish to see the entire year click Next The following screen will then appear and you may then apply additional filters as required w www advancedfirstline com t 08456 888 500 User guide version 1 Page 13 of 51 Learning ls 17 02 2013 24 02 2043 23 02 2013 02 03 2013 15 16 14 04 2043 21 04 2043
17. 4 3 Quicklinks The Quicklinks bitlet allows links to external webpages or other menu items to be selected and saved for the specific login Ej Quick Links There Quick Links to display To Add Quicklinks i 2 Click on More Select whether to add a menu shortcut or an external link 4 3 1 Menu shortcut 1 2 3 Select the Menu shortcut radio button Jl Add Remove and Modify Quick links Choose the type of link 2 Menu Shortcut External Shortcut Menu Links Menu Shortcuts There are no Menu Shortcuts to display Add New Quick Link click Add New Quick Link to open the following view Add New Quick Link Links Top Level Menu Link Name Submit Select the Top level menu item from the drop down 4 Select the 2nd level menu item from the next drop down that appears sf Enter a Link Name to be assigned to the link User guide version 1 Page 49 of 51 w www advancedfirstline com t 08456 888 500 Advanced Learning Add New Quick Link lenu Links Top Level 2 Level Menu Make Booking Link Name Room bookings Submit 6 Click Submit to add this link to your homepage Menu Links Menu Shortcuts Room bookings EJ Add New Quick Link 7 This link can then be deleted by clicking on the red cross to the right or modified by selecting the magnifying glass icon 4 3 2 Exte
18. Lecturer Logged In 16 42 04 Sep 2013 Dataset STUFITDONE Advanced Learning Home MainMenu Ej Timetable More Timetables Main Menu i T SESENDUT CO Cu Lecturer Timetabie Module Timetsbie 2 My Registers gt More 11 00 12 00 Starring House SH109 Room Timetable Course Timetable Class group Timetabie Student Timetable Quick Links Timetable nt Id Event Id There are Quick Links Io display 8 Modules gt More Code Name p Subgroups SEIT BM101 0 Operations UDS 1A UDS 1B 04 09 2013 Management UDS 1C UDS 1D AC101 0 Introduction to Accounting BABA 1A BABA 1B 8 Room Bookings More Time Site Room Room Part 11 00 12 00 Starring House SH109 SH109 For example On the left is a list of registers for events occurring today which the lecturer is associated to The lecturer s own Timetable for today is displayed in the upper central position enabling clear visual location On the lower right part of the screen My Modules can be seen This is a list of modules and subgroups that are assigned to the lecturer as in the lecturer is associated to at least one event which contains this module and or sub group All these items are held in what are called bitlets these open into larger areas with more detailed information by clicking on the More arrow button User guide version 1 Page 46 of 51 w www advancedfirstline com t 08456 88
19. This will then confirm the booking and present a Booking Id which can be used in correspondence to help identify your booking w www advancedfirstline com t 08456 888 500 User guide version 1 Page 20 of 51 _ Advanced Learning Booking result Requesied parameters ACT i User guide version 1 Page 21 of 51 w www advancedfirstline com t 08456 888 500 Learning 3 1 2 Check Availability Rather than going straight to making a booking there is the ability to search for a room and check its usage for a date 1 Selecting Room booking Check availability will display the screen below J Check room availability Specify the Room to Use Whole Rooms Only Specify the Date to Check Booking Date Submit This screen can be ordered by either room name or room code which makes for simple and effective lookup and room location 2 Click on the small calendar icon to pick the specific date Clicking on the Submit button displays the availability of the selected room 4 The View button beside the Room Code section allows the user to list all rooms If a Site has already been selected then the View All button will limit the display to just rooms from that Site 5 Click on the Search by Code Search Name or View button to be presented with a list of appropriate rooms UJ Ream 1 main Room 1 main Ream 1 2 main
20. show all events for this week 3 Registration For Week 08 03 2010 15 03 2010 10 For Teacher Yone ANY Subject Art History Art History Business Accounting Ewent Id Finish 09 03 2010 09 03 2010 09 03 2010 10 03 2010 11 03 2010 11 03 2010 12 03 2010 Business Accounting Art History Business Accounting Art History 4 Click on the specific red Event id entry to bring up it s register and enter attendance data as 3 3 1 This Event above User guide version 1 Page 36 of 51 w www advancedfirstline com t 08456 888 500 ED Advanced Learning 1 Select Registers Select date to open this view Jl Select Date to View 12 4 5 5 E 10 11 12 16 17 18 19 20 5 26 27 2 Double click on the specific date you wish to see this will then list all events on that date that the user is associated with J Registration for 09 03 2010 For Teacher Yone ANY Event Id Finish Subject Tue 09 03 2010 13 00 Art History Tue 09 03 2010 T 18 00 History Tue 09 03 2010 3 15 00 Business Accounting Prev Day Es 3 Click on the specific red Event id entry to bring up it s register and enter attendance data as 3 3 1 This Event above User guide version 1 Page 37 of 51 w www advancedfirstline com t 08456 888 500 Advanced Learning 3 3 5 Select Range Select Event 1 Select Registers Select Range Select Event to open this
21. your institution has enabled e Lecturer e Module e Room e Course Class group e Student e Department 3 Searching can be by Name or by Code 4 A value must be entered into the search box leaving it blank will see no returns User guide version 1 Page 9 of 51 w www advancedfirstline com t 08456 888 500 Advanced Learning 5 The Starts With check box can be selected so that only resources that start with the entry in the search box will be returned This enables quick searches and avoids lists of cross referenced names with searchable codes or data 6 Once a search term has been entered and Search clicked any matching results will be displayed as follows Timetable for Lecturer Search Criteria Search by Code Search By Name rer a Starts With Search Lecturer Lect Name ADAMS Julie Adams ADAMSL LAUREL ADAMS ADATIAT Trushar Adatia ADEWOLEB Bisi Adewole ADIBPOUM MEHRYAR ADIBPOUR AHLUWALK Kathy Ahluwalia AKASSK KIM 55 AKINWANB BODE AKINWANDE 7 Click on the required item and then scroll down to see further options for limiting the events displayed User guide version 1 Page 10 of 51 w www advancedfirstline com t 08456 888 500 Lecturer Lect Name ADAMS ADAMSL ADATIAT Julie Adams LAUREL ADAMS Trushar Adatia ADIBPOUM AHLUWALK AKASSK AKINWANB MEHRYAR ADIBPOUR Kathy Ahluwalia KIM AKASS BODE AKINWANDE Week Range Name Week Range
22. 04 09 2013 0 4 Day Refresh PDF List Timetable we 5 Room RoompPart Contact Notes Delete 59352 11 00 12 00 Wed 04 09 2013 Starring House SH109 SH109 Bisi Adewole B 3 Click the Ref button which shows the event id to display further information about the booking including contact details of the person who made the booking JJ Locate Booking 4 Day 04 09 2013 0 4 Day Refresh PDF List Timetable 5 Room RoompPart Contact Notes Delete 59382 vj 11 00 12 00 Wed 04 09 2013 Starring House SH109 SH109 Bisi Adewole Booking details for booking Ref 59382 Eventid 59382 Start time 11 00 Finish time 12 00 DT 0100 35 Wednesday Dates 04 09 2013 CO Room Bookings C se SH Starring House Rom PEL ADEWOLEB Bisi Adewole Provisional Booking status Booking organisation Booking created 04 09 2013 Booking notified Booking Reference 59382 Booking notes Requested Capacity TIAE Admin Booked In CMIS Cancel Refine Search Room part 4 Clicking the Timetable button top right displays all the bookings currently linked to the selected room Timetable for SH109 Legend Quick Filter PDF Print View Grid Current Location Site Starring House Room SH109 Filters Timetable type Room J Date 04 09 2013 04 09 2013 04 09 2013 59382 User guide version 1 Page 25 of 51 w www advance
23. 1 2010 24 01 2010 44 15 03 2010 21 03 2010 49 10 05 2010 16 05 2010 227 05 07 2010 11 07 2010 f 35 30 08 2010 05 08 2010 43 25 10 2010 31 10 2010 84 20 12 2010 26 12 2010 4 25 01 2010 31 01 2010 22 03 2010 28 03 2010 17 05 2010 23 05 2010 28 12 07 2010 18 07 2010 f 36 06 09 2010 12 08 2010 44 01 11 2010 07 11 2010 52 27 12 2010 02 01 2011 55 01 02 2010 07 02 2010 43 29 03 2010 04 04 2010 2 24 24 05 2010 30 05 2010 29 19 07 2010 25 07 2010 37 13 08 2010 19 09 2010 45 08 11 2010 14 11 2010 53 03 01 2011 08 01 2011 08 02 2010 14 02 2010 f 14 05 04 2010 11 04 2010 f 22 31 05 2010 06 06 2010 f 30 26 07 2010 01 08 2010 38 20 09 2010 26 09 2010 46 5 11 2010 21 11 2010 54 10 01 2011 16 01 2011 Select one radio button or click This week to automatically select the current week iF 15 02 2010 21 02 2010 15 12 04 2010 18 04 2010 23 07 06 2010 13 06 2010 031 02 08 2010 08 08 2010 39 27 09 2010 03 10 2010 22 11 2010 28 11 2010 fg 22 02 2010 28 02 2010 f 48 19 04 2010 25 04 2010 C 24 14 08 2010 20 06 2010 132 09 08 2010 15 08 2010 f 40 04 10 2010 10 10 2010 f 48 28 11 2010 05 12 2010 This Week Cancel 3 Click OK to
24. 8 500 Advanced Learning For example clicking on the More button within the My Modules bitlet will display the following AI 01 0 Operations Management EO110 0 Business Environment MT102 0 Principles of Marketing 9E110 0 Work Psychology J My Modules Instance Subgroups Semester B 105 LIDS 1B UDS 16 UDS 1D LECT 1 semester B Semester B EC TED Semester B w www advancedfirstline com t 08456 888 500 User guide version 1 Page 47 of 51 Advanced Learning 4 2 Student Login Students can access ePortal but will be limited as to what they see Below is a typical student home page allowing access to current module enrolments their personal timetable and the ability to search for certain resource timetables User Patel ivan lt Type Student Logged 1 16 56 04 Sep 2013 Dataset STUHFITDONE Advanced Timetable Main Menu Slick here for OMIS Fortal Main Menu Bitlet Control Pane There are no Timetable events to display Quick Links Current Enrolment eS eT AC101 0 Introduction to Accounting pre 2 np Quick Links tp Asp 102 0 Introduction to Finance EO101 0 Introduction to Economics QM105 0 Quantitative Methods BX1010 Business Skills Instance Subgroups Timetables eee Student Tmetsble Class group Timetable Module Timetable Course Timetable User guide version 1 Page 48 of 51 w www advancedfirstline com t 08456 888 500 Advanced Learning
25. Day Picker 1 28 From Date To Date Adva nced Learning Ed For example you may wish to see this week s timetable or this month s timetable By selecting the Week Range icon you can view this screen w www advancedfirstline com t 08456 888 500 User guide version 1 Page 11 of 51 Choose Your Weeks 2 06 01 2013 13 01 2013 12 01 2013 19 01 2013 ls 10 03 03 2013 7 10 03 2013 09 03 2043 16 03 2013 LJ 17 1 48 28 04 2013 05 05 2013 04 05 2013 11 05 2013 Ll 26 23 06 2013 30 06 2013 29 06 2013 06 07 2013 33 18 08 2013 25 08 2013 24 08 2013 31 08 2013 41 LI 42 13 10 2013 20 10 2013 19 10 2013 26 10 2013 49 50 08 12 2013 15 12 2013 14 12 2013 21 12 2013 This Week la 14 20 01 2013 7 27 01 2013 26 01 2013 02 02 2013 U 11 12 17 03 2013 24 03 2013 23 03 2013 30 03 2013 19 20 12 05 2013 19 05 2013 18 05 2013 25 05 2013 LJ 28 07 07 2013 14 07 2013 13 07 2013 20 07 2013 IM 35 01 09 2013 08 09 2013 07 09 2013 14 09 2013 1 43 44 27 10 2043 03 11 2013 02 11 2013 09 11 2013 51 52 22 12 2043 29 12 2013 28 12 2013 04 01 2014 Next Week OK C Advanced 15 03 02 2013 09 02 2013 LJ 13 31 03 2013 06 04 2013 21 26 05 2013 01 06 2013 29 21 07 2013 27 07 2013 la 15 09 2013 21
26. House SH333 Department Timetable E UIT Bj Quick Links A More g zl My M odules gt There are no Links to dispisy instance Code Name Subgroups 03 09 20 UTE TS Management UDS 1D 03 09 20 AC101 0 Introduction to _ BABA 1 03 09 20 Accounting BABA 1B 8 Room Bookings You have no bookings for today The screen above shows a typical lecturers home page Details here include The ability to view your timetable as well as timetables linked to rooms courses modules etc You can see any room bookings that you have as well as viewing your modules commitments and today s registers Click on the Main menu button to open the main page where you will see a menu of additional areas The screenshot here is with all options enabled your particular screen may not allow you access to these options if your institution has decided not to use them allow you access Home Personal BJ Welcome to CMIS ePortal Timetable Booking Event Creation Registers Learning Week Structure Settings About ePortal Logout This frame is user definable and can contain any content required Please see the documentation for more information User guide version 1 Page 4 of 51 w www advancedfirstline com t 08456 888 500 _ Advanced Learning 2 Menu Items Please note that not all menu items are available to every login so your screen may not show all these options 2 1 Personal
27. anced Learning 3 3 7 By Module 1 Select Registers By module to open this view Module Mod Name ep Dept Name Select a Module from the table to proceed Enter a partial name or code to search for Find Module Code By Name 2 Enter at least one character of the name code in the Find module field 3 Click Search A list a appropriate modules will be shown Mod Name Dept Name Art History Expressionsists Modern Art Enter a partial name or code to Search for Find Module ar By Code By Name User guide version 1 Page 42 of 51 w www advancedfirstline com t 08456 888 500 Advanced Learning 4 Double click on the required module in the list to bring up a date range window 5 Select a date range not in the future and not greater than 28 days Jl Select Dates to View From Date To Date Sun Mon Tue Wed Thu Fri Sat Mon Tue Wed Thu Fri Sat 1 2 3 4 5 1 2 3 4 5m 6 RH 10 11 12 MB 9 10 12 B3 5 16 17 18 19 20 7 15 16 17 18 19 2U EM 73 7 2A 97 7 y A T Fas 24 2 0 BN ex 24 d Z0 21 30 31 J 20 30 34 Selected 09 03 2010 Selected 09 03 2010 Submit 6 Click Submit to then see all events which are for that module within that date range J3 Registration between 09 03 2010 and 09 03 2010 Event Id Start Finish Module 09 03 2010 13 00 Art History Tue 09 03 2010 18 00 Art
28. d Booking notes Event owner POOL Centrally Pooled lt lt lt Back JJ Change Resource Password Please enter your user name current password and new password Re enter the new password then click on the Submit button adewoleb Password Strength Indicator None entered w www advancedfirstline com t 08456 888 500 Password Policy 1 The password must be at least 3 characters long The password must not contain the user s id 3 unigue passwords must be issued before an old password can be reused Humber of failed attempts allowed 1 Automatically reactivate locked account Yes Reset period in minutes 1 User guide version 1 Page 7 of 51 Advanced Learning If a password policy has been set up then you will be informed of any conditions that must be met for you to change your password User guide version 1 Page 8 of 51 w www advancedfirstline com t 08456 888 500 Advanced Learning 2 2 Timetable This gives 2 sub menu items e Timetable e Master Timetable Personal k Timetable Timetable Room Booking Master Timetable 2 2 1 Timetable 1 Select Timetable Timetable to show the screen below 4l Timetables Timetable for Lecturer Search Criteria 8 Search by Code 2 Search By Name LJ Starts with Search 2 The Timetable for drop down can be used to change the resource being searched for from the following list depending on what
29. dfirstline com t 08456 888 500 Advanced Learning 3 2 Event Creation This has 1 sub menu option e Create Event s Booking k Event Creation Create Event s Registers It should be noted that there is a functional difference between Room Bookings and Events Room bookings allow the user to easily set up meetings and one off events which may include names of non teaching staff or speaker notes and tend to be single or disparate sets of dates e Events For staff setting up academic events which may occur over multiple weeks with the same day and time tailored screens are available to handle these quickly and efficiently These typically include academic information such as module or class group information type of teaching and lecturer details User guide version 1 Page 26 of 51 w www advancedfirstline com t 08456 888 500 Advanced Learning 3 2 1 Create Event s This displays the event creation screen as shown below Please note that your administrator may have set up event creation so that some of the buttons such as Room features etc are no longer visible also some of the individual fields may be hidden and some fields marked with an asterisk will have been made mandatory and an event will not be created until all the mandatory fields are entered 1 Select Event creation Create event s to access the Create multiple events screen as shown below Create multiple events Room Re
30. e list and a pop up will appear with more information about that room such as its category type and zone J Room Details m Capacity pP Es Category is Seats fm ETE Main main MAIN eee Flat seating Features Catering Type 6 From the list of available rooms click the radio button of the one you wish to book User guide version 1 Page 19 of 51 w www advancedfirstline com t 08456 888 500 nem 1 Ages 2 npn z 2 dne 4 Awailnie tris Asam Iud Mar nod Han Han TET Sacer 5T Sates 541 Sete Details Advanced Learning 7 Atthis stage by default the user will be entered as the contact if they exist in CMIS as a contact if not ePortal will request a contact be selected at this stage Enter at least one character into the Contact box and click Look Up This will open a pop up window where you can select a contact 8 If you wish to add more than one contact click Add to add a contact or organisation and repeat the process 9 Click Next to proceed with the booking Bohemis Eodem er ree Book a room REGU parameters ee Leek EI Ma iby 1 jeki B AB A requir alice can tp rase on gems beging yee 10 Booking notes can then be added to this room booking if required 11 added click Make Booking
31. e taken to a screen where the file can then be saved to your computer J Registers Click on the link or right click and Save As to save the file locally Register xis ccc Back 3 3 2 Today s Events 1 Select Registers Todays Events This will list all the events that the user is associated with that are timetable today J Registration For Today For Teacher N Yone ANY Your Registration Events Occurring today Event Id Finish Subject Subject Code 09 03 2010 3 Art History 09 03 2010 8 Art History 09 03 2010 3 5 Business Accounting Prev Day xs 2 Click on the specific red Event id to enter a screen for attendance input 3 Proceed the same as for 3 3 1 This Event above User guide version 1 Page 35 of 51 w www advancedfirstline com t 08456 888 500 3 3 3 Select Week 3 Advanced Learning 1 Select Registers Select Week This opens a screen showing a grid of weeks 2 Choose Your Week 04 01 2010 10 01 2010 01 03 2010 07 03 2010 47 26 04 2010 02 05 2010 25 21 06 2010 27 06 2010 33 18 08 2010 22 08 2010 41 11 10 2010 17 10 2010 49 08 12 2010 12 12 2010 11 01 2010 17 01 2010 49 08 03 2010 14 03 2010 18 03 05 2010 09 05 2010 28 28 06 2010 04 0 7 2010 54 23 08 2010 79 08 2010 42 18 10 2010 24 10 2010 59 13 12 2010 19 12 2010 3 18 0
32. een created Template 1 Start 09 00 Duration 01 00 Day Thu Wk Range 1 12 Room Rm 1 Room 1 E ECT B Template 2 Start 09 00 Duration 01 00 Day Wk Range 1 12 Room Rm Room 1 E EU 3 Submit Events 10 These events will not yet be in the CMIS database click Submit events to have them posted to the database Note There are 3 icons next to each event ready for Submission EJ They are Delete Edit and Copy e Delete will remove the event so that it will not be posted to the database clicking Submit e Edit will reload the event information into the top screen so that resources may be added removed and then updated e Copy will place all the information in the top of the window so that Add to Event and then Create event can be clicked to create a duplicate of this event User guide version 1 Page 30 of 51 w www advancedfirstline com t 08456 888 500 Advanced Learning On submitting the events a screen will show the event id s assigned to these events and info can be gained from clicking on this event id Result New Event Id Success 62 Start 03 00 Duration 01 00 Day Thu Wk Range 1 12 Room Rm1 Room 1 Success 63 Start 09 00 Duration 01 00 Day Fri Wk Range 1 12 Room Rm1 Room 1 Create Mew Events Finish 11 If further events are required click Create New Events 12 all events are created click Finish to return to the
33. l Happen Hide Enter a Start Time 00 Enter a Duration 00 Booking Date Eg EJ Add Date Time 16 06 2010 08 00 01 00 El 22 06 2010 13 00 01 00 The list of available rooms will be of rooms which are available for all these dates and when the booking is made this room will be booked out for all these dates 4 If you wish to narrow the search down then the 3 options at the bottom of the screen can be used Click on Show to show the specific area e Search criteria Specify Search Criteria ta Use Whole Rooms Only w Campus Site am oo om m rr Specific room features Request Specific Room Features Black out blind Wheel chair Access hearing Aid ring Specific room equipment User guide version 1 Page 18 of 51 w www advancedfirstline com t 08456 888 500 Advanced 6 Learning Request Equipment Search for Moving Equipment Select Equipment Requested Equipment Number Required Data projector Projector screen c 5 Once the parameters have been entered clicking on the Next button starts the search for rooms that meet the specified criteria and are available at this time Book a room Ree parameters Aeneas roca m MA Vin VARI Uam Uer DALAI men MEAR If you wish to see more information about the rooms move your cursor over the respective room code in th
34. m t 08456 888 500 nced Learning gt Adva q _ Each event on the timetable is displayed with an event id button at the bottom Art History Main Rmz Yone 15 20 18 20 1 52 If this button is clicked further information on event will displayed Event Id 4430 Day Monday SH Starring House Cost Activity type Sem Seminar Year ADEWOLEE Bisi Requested classif Requested Features Booked by Booking notified Other contacts Event Spec one hour 1 Details for event 4430 12 00 Week name 5 03 SHG03 Cost type BUS MAR Marketing amp Department Purchasing Class group Teacher Pool Requested Requested Equipment Booking status Booking confirmed TT Timetabled Events Event Status 2 1 2 Change Password Finish time 13 00 Week numbers 21 30 33 34 Room Part BM101 0 Operations Subject Management instance Class Subgroup SH Starring House Requested type E Assigned Equipment Booking organisation Booking Reference Event Type This screen allows you to alter your password Username Enter old password New Password Re type New Password 01 00 27 05 2013 to 29 07 2013 19 08 Dates 2013 to 26 08 2013 Details SubSubgroup UDS 1C UNDERGRADS Course Teaching group Requested Room Requested zone Event specification name 1 one hour Booking create
35. ons available and on some screens just underneath notes the Default Register Mark Click on the specific register mark you wish to use such as L for Late and then click in the box beside the appropriate student That mark will then be recorded against that student on Submission 4 Click Submit to enter attendance 5 A prompt will appear User guide version 1 Page 33 of 51 w www advancedfirstline com t 08456 888 500 C Advanced Learning Message from yebp ops Any registers that are currently empty WO will be assigned the default register mark to continue Cancel to abort 7 Click OK to finish In these screens which note a default value Entries which have been left blank will auto submit as the default value P in the above case The following options will auto populate an empty student as the default entry This event e Todays events e Select Week Select Date e Select Range Select event All of the above will have a Default Register Mark X on the screen just below the list of Attendance values If there is no note of the Default register mark on the screen then it does not fill blank entries with the default value The screens where it does not populate a default are e Other lecturer By module User guide version 1 Page 34 of 51 w www advancedfirstline com t 08456 888 500 Advanced Learning 8 Select Export to Excel if required to b
36. osen then the View button will filter down to only the relevant items associated to that higher level item Clicking on the Module button changes the screen once again see below C Room Reg Room Features Equipment Class Lecturer Details Misc Clear Current Tab Module selection Sart Time E WeekRange 14 Code cT Clear all Tabs Add to Event Summary of Current Event Events Within this screen items such as module sub groups can be selected to ensure that the event that is being created is as complete as possible 2 To create an event data such as start time duration room Module etc must be selected 3 Once an event has been created it can be copied and assigned to different days For example create an event for Room1 starting at 9am lasting for 1 hour on Tuesday in the week range 1 12 This can then be copied and assigned to Thursday as well by simply changing the day of the event This can save a lot of time and cut down on errors User guide version 1 Page 28 of 51 w www advancedfirstline com t 08456 888 500 Advanced Learning Create multiple events Room Room Features Equipment Class Lecturer Modules Details Clear Current Tah o sow sm ERES do CLE 5 ENTE vamal m
37. q Room Features Equipment Class Teacher Subject Details Misc Order drop down boxes by f Name Code Clear Current Tab mm Po oc Week Range E l Code View All 3 vame cose ew Please fill in all mandatory fields marked with a Clear ali Tabs TTA Summary of Current Event Show At the top of the screen there are a number of additional option buttons that display information differently for example clicking on the Req Room button displays the screen below _ Order drop down boxes by f Code a Room z election L BH ET al PE n T Week range 1 wv B Room Classification p wi E fill in ali mandatory felda marked withs Clear all Tabs Add ta Event Summary of Current Event Events Using this screen shows information about the room specifications such as site type and classification can be selected User guide version 1 Page 27 of 51 w www advancedfirstline com t 08456 888 500 Advanced Learning Note the View button this allows the user to call up a list of that resource and select one from the list without having to type anything into the search box If the resource is a sub set of another e g room is a sub set of site and sub group is a sub set of module is a sub set of department if the higher level item is already ch
38. rnal shortcut 1 Select the External shortcut radio button 2 Click Add New Quick Link Add New Quick Link External Linke External Links Link Web Address Include full form web address e g http www serco com Submit 3 Enter a Link Name to be displayed for the external link 4 Type in the full Web address for the website User guide version 1 Page 50 of 51 w www advancedfirstline com t 08456 888 500 Advanced Learning Add New Quick Link External Links External Links Link Name BBC Website Web Address http www bbc co uk Include full form web address e g http ww w serco com Submit 5 Click Submit External Links External Shortcuts BBC Website E Add New Quick Link 6 To now view these on the Home bitlet page click Back The Quicklinks box will now look like this B Quick Links Room bookings BBC Website User guide version 1 Page 51 of 51 w www advancedfirstline com t 08456 888 500
39. te a time when two lecturers are free to enable them to have a meeting 2 Select the desired master overview e g lecturer or room in this example master lecturer 3 Enter part of the code or the name in the Search box 4 Click Search to open a window with a list of lecturers who fulfil that search 5 Select the check box to the right of each resource you wish to show then click Add 6 Repeat the search if more lecturers are required and Add these additional lecturers 4l Master Search Lecturer Select All Lect Code Lect Name A A N Other A N Yone 7 Select All will include everyone shown on your list 8 Click Close Search Criteria My Timetable T Corde Search By Name Starts With Change Password Lecturer a Search Selected Lecturers Lecturer Select All Lect Code Lect Name Remove User guide version 1 Page 15 of 51 w www advancedfirstline com t 08456 888 500 Advanced Learning 9 Click Next to select any event filter or to apply a week date range J Master Timetables Date Range Events Date Filters Week Ran ges Date Ra nge Week Range Name Week Range Event Filters Event Type ccc Back View Timetable gt gt gt 10 Click View timetable to see the lecturers timetables 05 00 10 00 11 00 12 00 13 00 14 00 15 00 16 00 17 00 Timetable for Timetable for Other story MAJIN Rm AN Other
40. view 4 Select Dates to View From Date San Tue Wea Thu Fri Sat San Tue Wea Thu Fri Sat 12 3 45 2 3 45 11 12 43 10 11 12 4 15 16 17 18 19 20 6 17 18 19 20 29 31 ai oon tmn Selected None selected None Submit 2 Double click on the From Date you wish to see and then the To Date Note The Selected None at the bottom of the calendar will change to the selected dates From Date To Date 1 1234656 4 5 7 s Bg 11121 1011 12 13 14 15 16 14 15 16 17 18 19 20 7 18 19 20 21 22 23 21 22 23 24 25 26 27 24 25 26 27 28 29 30 29 31 30 Selected 01 01 2010 Selected 09 03 2010 amp ubmit Note The To Date must not be in the future if it is you will see the following message If you pick a date which is not contained within this academic year you will see this message User guide version 1 Page 38 of 51 w www advancedfirstline com t 08456 888 500 Advanced Learning Windows Internet Explorer Ed AN Stark date Falls outside dataset bounds If the range of dates entered exceeds 28 days you will see this message Windows Internet Explorer Ed The specified interval exceeds the 28 day limit For this operation Please revise your selection You will then see a list of events which exist across those dates J Registration between 24 02 2010 and 09 03 2010 For Teacher Yone ANY
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