Administrator/Librarian

User

Please find all our release notes below:

Looking for Transition to Practice updates? You can now find them on their own page.


	2023 February 21 (Version V8.165.0)

	
	NEW!

	For our Canadian clients,...

What are the latest product improvements and features?

Follow these steps to view your earned credits:


	Click the 'Home' link.
	The Personal Page screen displays.
	Click 'Credits Earned' in the Click to View section of the Personal Page. The CE Reports screen...

How do I view and print my Credits Earned (CE certificate)?


	Access Discussions in one of the following ways:
	
		Select 'My Discussions' from the Discussion menu choices.
		Click the 'Discussion' link in the Current Assignments section of the Home page. Then...

How do I reply to a discussion?

Please Note: Licensed training items are eLearning Lessons, Skills, Policies, Linked Content, Discussions, or Knowledge Manager Checklist.  

Follow these steps to self-enroll or unenroll from a training...

How do I self-enroll or unenroll from a training item?

Files demonstrating the performance of the skill may be uploaded, edited, or archived for future use. When creating a Demo, the maximum file size is 25 MB and may be in the following formats:


	avi, .mpg,...

How do I upload, edit or archive a skills demo?

The module assignment functionality allows you to assign a module to one or more assignment entities simultaneously.  For example, you may assign a module to a single facility, two departments, one group...

How do I assign a module?

Please Note: Licensed training items are eLearning Lessons, Skills, Policies, Linked Content, Discussions, or Knowledge Manager Checklist.

Follow these steps to add assignable items to a module:


	Access...

How do I add assignable items to a module?

Administrators can add notes to a Skill without changing the Skill’s content or version. The Notes tab is a separate function that allows administrators to customize a Skill and control who views the additional...

How do I add, edit or (de)activate a Skills Note?

Administrators with the appropriate permissions can download Skills for offline use. Detailed directions and screenshots of how to do so can be found via our helpful guide.

How do I download Skills for offline use?

Please Note: Licensed training items are eLearning Lessons, Skills, Policies, Linked Content, Discussions, or Knowledge Manager Checklist.

Follow these steps to set individual lesson properties:


	Access...

How do I set individual lesson properties?

The Checklist details specific proficiencies related to the skill. Checklist items may be added. Also the items may be modified, reordered or deleted.

How

Follow these steps to add, edit or delete checklist...

How do I add, edit or delete a test question?

The Administrator homepage displays information such as current and overdue assignments, announcements, favorites, as well as recently viewed items. The drop-down menus across the top allow access to all...

What information can I find on the Administrator homepage?

Similar to demonstration files, image files depicting the performance of the skill may be uploaded, edited, or archived for future use. The maximum file size is 30 MB/per skill and no single may be larger...

How do I upload, edit or archive a skills illustration?

Follow these steps to view transcripts:


	Click the 'Home' link. The Personal Page screen displays.  
	Click the 'Transcript' link in the Click to View section of the Personal Page. The Learner Transcript...

How do I view transcripts?


	Select 'Lookup Learners' or 'Lookup Administrators' from the Learners menu choices.
	The Manage Learners or Manage Administrators screen displays.  
	Use one or more of the following search criteria...

How do I grant or revoke administrator rights?

Unpublishing a module will prevent learners from self enrolling in the module. This action will not affect learners that have already enrolled in the training.

How

Follow these steps to unpublish a module...

How do I unpublish a module?

Our applications are web-based and support all major modern browsers that are currently supported by their manufacturers. This is applicable to the following products:


	Clinical eLearning
	Clinical Skills
	Performance...

What are the minimum system requirements?

Follow these steps to change learner permissions:


	Select 'Lookup Learners' or  'Lookup Administrators' from the Learners menu choices.
	The Manage Learners or Manage Administrators screen displays.
	Use...

How do I modify learner permissions?

Follow these steps to add a new learner or administrator:


	Select one of the following from the Learners menu choices:
	
		'Add a New Learner' 
		'Create a New Administrator'
	
	



	The Add Learner screen...

How do I add a new learner/administrator?

Follow these steps to modify module testing properties:


	Access the module editing functionality in one of the following ways:
	
		Select 'Edit Existing Module' from the eLearning menu selections.
		Click...

How do I modify module testing properties?


	Select 'Lookup Learners' or  'Lookup Administrators' from the Learners menu choices. The Manage Learners or Manage Administrators screen displays.  
	Use one or more of the following search criteria...

How do I edit the due date or priority of items assigned to a learner?

Caution: Publishing an announcement will disable most of the announcement editing options. After publishing the announcement you only will be able to change the Expiration Date and Assign additional learners....

How do I publish my announcements?

Follow these steps to manage your announcement types:


	Select 'Manage Announcements' from the System menu selections. The Announcements screen displays. 
	Click 'Add New' in the upper right-hand corner...

How do I manage my Announcement Types?

Skills Monthly content feature provides the ability to compare updated skill to current skill versions prior to accepting or rejecting the update. Information on previously accepted updates is also available...

How do I manage skills updates?

Follow these steps to grade all learners with a skills checklist:


	Access the View Checklist screen in one of the following ways:
	
		Select 'Grade Checklists' from the Skills menu choices.
		Click the...

How do I grade all learners with a skills checklist?

Grading all checklists assigned to a learner provides the opportunity to assign a single grade to each individual checklist assigned to the learner or give all checklists assigned to the learner the same...

How do I grade all checklists assigned to a learner?

To create a custom skill, the following proficiencies may be necessary:


	Assignment of categories, specialties, and keywords
	Creation of a Quick Sheet
	Entry of necessary Extended Text
	Establishment...

How do I create a new Skill?

The publish a module for self-enrollment functionality allows you to publish a module to one or more assignment entities and learners simultaneously.  For example, you may publish a module to a single...

How do I publish a module for self-enrollment?

Follow these steps to create a module:


	Access module creation in one of the following ways:
	
		Select 'Create an Assignable Module' from the eLearning menu choices.
		Click the 'Create a Module' link...

How do I create a module?

Follow these steps to change the name of a group:


	Select 'Manage Groups' from the System menu choices. The Manage Groups screen displays.
	Locate the name of the group to be edited in the grid on Manage...

How do I change a group name?

Please Note: Only expired announcements can be archived. When an announcement is archived it will be removed from the learner’s list of announcements. This will occur for Persistent announcements as well. 

Follow...

How do I archive an unpublished announcement?

As an Administrator you can assign announcements to all active learners within your administrative scope. Similarly, you can assign publish policies to the announcement. You will have the ability to require...

How do I add a new announcement?

Follow these steps to (de)activate a skill:


	Select 'Add/Edit Skills' from the Skills menu selections.
	The Skills Content Management screen displays.
	Locate the skill as detailed in the "Locating a...

How do I (de)activate a skill?

How do I add, edit or delete checklist items?

Follow these steps to manage your announcement acknowledgement texts:


	Select 'Manage Announcements' from the System menu selections. The Announcements screen displays. 
	Click 'Add New' in the upper...

How do I manage my Announcement Acknowledgement Texts?


	Select 'Manage Announcements' from the System menu selections. The Announcements screen displays.
	Locate the announcement to be deleted.
	Locate the corresponding numeric entry for the announcement...

How do I delete an unpublished announcement?

When opening a website or clicking a link, the website may not display or show as designed. This could be due to pop-up blockers preventing the pop-ups to show or to display correctly.

How

Click the...

How do I enable pop-ups on my web browser?

Follow these steps to add or remove members from a group:


	Select 'Manage Groups' from the System menu choices. The Manage Groups screen displays.
	Locate the name of the group to be edited in the grid...

How do I add or remove group members?

An announcement needs to be assigned to an individual learner or a group of learners to be visible to them.

Below steps are only for announcements that haven't been published yet. Once the announcement...

How do I (un)assign announcements to groups or individual learners?

How do I remove incomplete items from a learner?

Follow these steps to (de)activate a learner/administrator:


	Select 'Lookup Learners' or 'Lookup Administrators' from the Learners menu choices.
	The Manage Learners or Manage Administrators screen displays....

How do I (de)activate a learner/administrator?

Follow these steps to make a module global or local:


	Access the module editing functionality in one of the following ways:
	
		Select 'Edit Existing Module' from the eLearning menu selections
		Click...

How do I make a module global or local?

The Categories tab is used to assign system-defined categories to the skill. Similarly, categories can also be created and assigned.

How

Follow these steps to assign a skill to a new or existing category:


	Select...

How do I assign a skill to a new or existing category?

No. Elsevier does not create customized versions of learner certificates. Learners can still earn the standard certificates provided through Clinical Skills, Clinical eLearning and the Elsevier Performance...

Does Elsevier provide custom certificates for lessons or events?

Skills and patient education items can be added to the favorites listing.  

To add/remove a favorite:


	Search or browse for a Skill or Patient Education handout.
	Click 'GO'.
	Select the appropriate...

How do I add/delete items on my Favorites List?

Please download one of the two forms listed below:

Permission to Share DirectCourse Transcript
Permission to Transfer DirectCourse Records

Once the form is completed, please submit the ticket to your...

How may I authorize permission to share my transcript or transfer my records for DirectCourse?

Grading an individual checklist provides the opportunity to grade each item of a checklist and provide the learner with in depth feedback.

How

Follow these steps to grade a learner's skills checklist:


	Access...

How do I grade a learner's skills checklist?

In order to securely download any licensed content, customers must download and utilize a SFTP client. Primary examples of SFTP clients available include Filezilla and Cyberduck. These SFTP clients are...

How do I download content as a Connect Client?

Follow these steps to create a new group:


	Select 'Manage Groups' from the System menu choices. The Manage Groups screen displays.
	Click 'Add New Group'. The Manage Groups screen refreshes. The add...

How do I create a new group?

Follow these steps to change a module owner:


	Access module editing functionality one of the following ways:
	
		Select 'Edit Existing Module' from the eLearning menu selections
		Click the 'Edit a Module'...

How do I change a module owner?

Please Note: Licensed training items are eLearning Lessons, Skills, Policies, Linked Content, Discussions, or Knowledge Manager Checklist.

Follow these steps to remove assignable items from a module:


	Access...

How do I remove assignable items from a module?

Please Note: If your announcement is published, you will only be able to change the Expiration Date and Assign additional learners. An unpublished announcement has all settings available for modification. 

Follow...

How do I update my (un)published announcement?

Follow these steps to copy an announcement:


	Select 'Manage Announcements' from the System menu selections. The Announcements screen displays.
	Locate the announcement to be copied.
	Click on the 'Copy'...

How do I copy an announcement?

This is a system admin function only

Follow these steps to complete individual items assigned to a learner:


	Select 'Lookup Learners' or  'Lookup Administrators' from the Learners menu choices. The...

How do I complete individual items assigned to a learner?

Please Note: Groups with learners assigned cannot be deleted. To delete a group that has learners assigned you must first remove all the assigned learners.

Follow these steps to delete a group:


	Select...

How do I delete a group?


	Select 'Lookup Learners' or 'Lookup Administrators' from the Learners menu choices.
	The Manage Learners or Manage Administrators screen displays.
	Use one or more of the following search criteria to...

How do I modify a Learner's Group Membership

Follow these steps to insert a skill's extended text:


	Select 'Add/Edit Skills' from the Skills menu selections. The Skills Content Management screen displays.
	Click 'Create a new skill' or choose to...

How do I insert a skill's extended text?

Keywords can be created and assigned to customized skills.

How

Follow these steps to assign a new or existing keyword to a skill:


	Select 'Add/Edit Skills' from the Skills menu selections. The Skills...

How do I add or delete a Skill keyword?

Follow these steps to insert a skill's Supplies List:


	Select 'Add/Edit Skills' from the Skills menu selections. The Skills Content Management screen displays.
	Click 'Create a new skill' or choose to...

How do I insert a skill's supplies list?

Follow these steps to view your announcements:


	Select My 'Personal Page' from the Home menu choices.
	Click the 'View' button that corresponds with My Announcements. The Announcements screen displays.
	Click...

How do I view my announcements?

How

Follow these steps to insert a skill's quick sheet text:


	Select 'Add/Edit Skills' from the Skills menu selections. The Skills Content Management screen displays.
	Click 'Create a new skill' or...

How do I insert a skill's quick sheet text?

Please Note: Licensed training items are eLearning Lessons, Skills, Policies, Linked Content, Discussions, or Knowledge Manager Checklist.

Follow these steps to set overall module item properties:


	Access...

How do I set overall module item properties?

The Learner homepage displays information such as current and overdue assignments, announcements, favorites, as well as recently viewed items. The drop-down menus across the top allow access to access...

What can I see on the Learner's Personal Page?

Please Note: It is strongly recommended that you copy a skill and edit the copy instead of editing an original Clinical Skill.

Follow these steps to copy a skill: 


	Select 'Add/Edit Skills' from the...

How do I copy or edit a skill?

It is possible to view previous versions of a skill as well as all version of the notes associated with the skill.

How

Follow these steps to view previous versions of the skill and notes:


	Select 'Add/Edit...

Using the product

For further assistance: