CS Induction Guide (Standalone)

INTRODUCTION

CS Induction is an online portal to provide training in a self paced environment, including (but not limited to) inductions. For this standalone version, this is only a platform for e-learns which trainees and inductees are to create their own accounts and complete the e-learning modules. This does not link to the other CS Integral products.

This Guide provides an Administrator with essential information on how to configure and manage the Standalone version of CS Induction.

LOGGING IN

There are two options to log into CS Induction Standalone version.

New User

In the Standalone version of CS Induction, end users are to create their own account by entering the fields as illustrated below.

Administrator or Returning User

Use the top part ‘Returning User’ box to log in if returning (already have a username and password). This applies for both for Users returning to continue training and Administrators. Returning users are to ensure they remember their Username and Password. Users can return to retrieve receipts or to complete outstanding or new inductions and training.

Lost Password

Should the Returning User forgets his/her password, click the ‘Forgot your password?’ link. Follow the instructions to reset a forgotten password. Access to the email account used to register and username are required. An email with the new password will be sent to the registered email address.

MY INDUCTION

Each user, including Administrators, has a My Inductions tab, which is where they access their Courses and Modules.

The My Induction page consists of the training courses that have been completed as well as the outstanding courses:

MY DETAILS

Each user, including Administrators, can access their My Details tab. This can be used to modify registration details, emergency contract information as well as modify your password and email address.

End User tabs:

Only the Administrator has more options on the left-hand panel:

RECORDS

Administrators and Managers have access to the Records page, which is located on the Admin Tab.

A Record is created for each Course. The Records page lists all inductions and training that have been successfully completed by all users.  It can be filtered and searched and receipts can be reprinted.

An excel export can be created for offline analysis.

To create a report,

1. Ensure you had Admin or Manager permissions
2. Click onto the Admin Tab on the top page
3. Click onto Records on the left hand menu
4. You can generate a report using the filters which is at the top half of the screen
   
   1. You can search via key word by typing the key word in the Search box then click on Search OR
   2. You can generate a report by company name - at the Company Name drop down list, find the company you want to generate the report of, then click on Filter OR
   3. You can generate a report by Induction name - at the Induction drop down list, find the Induction title you want to generate the report of, then click on Filter OR
   4. You can generate a report by status if the records are current or expired - at the Status drop down list, select the status you want to generate the report of, then click on Filter
5. Once you click on Search or Filter (depending on the parameter you have selected above), the lower half of the screen will display the results. It may go on for more than 1 page (the number of pages at the bottom will indicate how many pages the report has)
6. You can click on Print to extract this report into an Excel format.

The following screenshots illustrates the steps explained above:

USERS

The User page enables an Administrator to create and edit User account information.  Although a User can be added through this page, most users create a User account as they complete the induction for the first time.  

There are 3 permission levels:

1. Users - have access to undertake inductions and training  
2. Managers - can also view Records
3. Administrators - have full access to edit, delete, add and give permissions

Add or Edit Users

The Administrator can add a New User from the User page:

1. Click Add User
2. Complete the New User details fields 
3. Provide the relevant permission access

The Administrator can also edit User details such as emergency information, username, email address and information.

The User password can also be reset.

Through the Edit User page the permission level of a user can be edited to enable Manager or Administrator access.

CONFIGURE INDUCTIONS

The Induction Page is where the Administrator adds and/or edits the Training Courses in which the Users are to complete. The Administrator is also able to delete Training Courses here.

When creating or editing an induction, the screen on the following is displayed.  This enables control over the configuration and content of each induction.

Each Induction has the following components:

• Video – Flash animated with or without voice 
• Download - Any file type
• Quiz – Multiple choice
  
  

Video and Download

The Video and the Download are optional components.  

Administrators can update or specify a new video or download.  Each video or download is first uploaded as a File (see next section) and is then selected from the Induction page.

Quiz

The Quiz can be configured by Administrators who enter questions and answers, set the number that are displayed in any induction, and specify any mandatory questions (that are always asked). The pass mark is also set.

FILES

Files are the resources that are used by each Induction and/or training course to provide presentations and downloads.  

The Files page allows an Administrator to view, delete and add files.

MANAGE NOTIFICATIONS

Administrators have access to the Manage Notifications page.

Administrators receive an email notification when any induction has been completed.  The Manage Notifications page allows the Administrator to add or delete inductions, to ensure they only receive notification of the inductions they choose.  

 COLOR THEME

Administrators have access to the Color Theme page. This allows the Administrator to select the color theme of the Induction site.  There are three colour options to choose from:

• Blue
• Red
• Green

IMAGE UPLOAD

Administrators have access to the Image Upload page. There are 2 images that can be uploaded:

1. Site Banner (visible on all pages).
2. Receipt Image (printed on the receipt along the bottom on the back)

To upload in image, select the image from your local computer by clicking ‘Browse’. Once selected, click Upload Banner to load the image.

If you are uploading a banner, the new banner will not be displayed until the page is refreshed.

File Format

Only .jpg format images can be displayed. Ensure your file is a .jpg before uploading.

Image Size (pixels wide x high)

The banner image will display at the size you have uploaded.  Suggested size for the banner image is 100 pixels high by 400 pixels wide.

The Receipt Image will resize to fit the receipt.  Landscape format images are suggested for the receipt.

Image Quality

Save the image at good or high quality in your image editing program.  

HEADING TEXT

Administrators have access to the Heading Text page.

This Heading Text page allows the Administrator to add and edit the text that appears on the Login and Welcome Pages of the site.

The Login Page is usually a short message and/or instructions to the Users on what to do

The Welcome Page is the home page (My Induction Page) which lists out the list of completed and pending training

CUSTOM FIELDS

Administrators have access to the Custom Field page.

The Custom Field page allows Administrators to edit the information required to be entered for a new user.  The page allows for up to five fields to be added.  To hide/display a field, tick or clear the ‘Hidden’ checkbox