Professional Development Registry STARS Manager/Designator June 1, 2015
Table of Contents 1. Document Revision History...2 2. Introduction...3 2.1 Overview... 3 2.2 Purpose... 3 2.3 Who Should Read This Document... 3 3. Understanding Hierarchy Nodes...4 3.1 What are Nodes?... 4 3.2 How Are Users Associated with Nodes?... 4 3.3 How Are Administrators Associated with Nodes?... 4 3.4 Selecting Your Node Affiliation When You Enter the System... 5 3.5 Switching Nodes After You Are In the System... 6 4. Reports...7 4.1 Transcript Report... 7 4.2 Run a Professional Development Plan Compliance Report... 10 4.3 Run a Professional Development Course Forecasting Report... 11 4.4 Select a Node at Login... 13 4.5 Changing Nodes... 14 1. DOCUMENT REVISION HISTORY Version Date Author Notes 1.0 June 1, 2015 PA Key First Release to Regional Keys pg. 2
2. INTRODUCTION 2.1 Overview The Professional Development Registry is a learning management system (LMS) that supports the professional development of Pennsylvania's early learning and school-age workforce. Using this system, each early learning and school-age professional can create and manage a personal professional development plan, access hundreds of courses offered throughout the state and online, print certificates for completed courses at any time, and view a transcript containing a personal history of professional development achievements and PQAS (Pennsylvania Quality Assurance System) credit hours. Authorized PQAS instructors and professional development organizations can post the courses they offer, manage enrollments, view and print class rosters, and keep track of attendees. Early learning and school-age facility directors can monitor the professional development of staff members, purchase and distribute course catalog credit to their staff, and ensure compliance with State regulations for professional development related to the programs they offer. State and regional administrators can run reports with valuable information about early learning and school-age programs, facilities, and the workforce in general. This information will enable administrators to gain insight into the demand for specific areas of professional development, which will help with forecasting, planning, and delivery. 2.2 Purpose This document contains the procedures and standards for configuring, deploying, and reporting on learning programs in the PA Key Professional Development Registry. 2.3 Who Should Read This Document This document is intended for users of the Pennsylvania Keys to Quality (PA Key) Professional Development Registry, who have been granted administrator-level permissions. pg. 3
3. UNDERSTANDING HIERARCHY NODES 3.1 What are Nodes? There are many nodes in the Professional Development Registry. This collection of nodes comprises a hierarchy where each node represents a point (or node) in the hierarchy. The hierarchy is four levels deep. At the top of the hierarchy is a single node called, Pennsylvania. It represents our State. At the second level of the hierarchy are six nodes, one for each of the Regional Keys (Northeast, Northwest, Southcentral, Southeast, and Southwest) and one called Pennsylvania-Other. At the third level of the hierarchy are sixty-seven (67) nodes representing the Pennsylvania's counties organized by region. At the bottom of the hierarchy are thousands of work locations representing the early learning facilities and state agency offices that comprise our early learning workforce. There are also 67 nodes labeled <County>-Other at this level of the hierarchy. 3.2 How Are Users Associated with Nodes? Each user of the Professional Development Registry is associated with at least one node on the bottom of the hierarchy. This is the node where the user's individual professional development records are stored and it is called their "Student Node." This includes the user's registry (profile) data, self-assessment, professional development plan, active enrollments, and transcript. Users who are employed are associated with their work location node. Users who work for more than one employer are associated with all their work location nodes. Users who are unemployed are associated with the <County>-Other node in the county of their residence. Users who are unemployed and whose county of residence is unknown are associated with the Pennsylvania- Other node. 3.3 How Are Administrators Associated with Nodes? In addition to being associated with a bottom level node as a student, some users are granted administrator privileges. While the user's administrator role determines what functionality s/he can use in the system, the Node at which administrator permissions are assigned determines how much of the system's data s/he can access. For example, a PQAS Instructor or PDO Administrator is associated with the top-level node, Pennsylvania, and can create courses and schedule classes anywhere in the State. However, a Facility Director is associated with a bottomlevel node (i.e., facility location) and can only run reports on employees of his/her facility. pg. 4
3.4 Selecting Your Node Affiliation When You Enter the System Each time you enter the Professional Development Registry, you may be prompted to select your node affiliation. If you are entering the site to perform student functions (e.g., complete a self-assessment, work on your professional development plan, or take a course), then select the node that reflects your work location. If you are entering the site to perform administrator functions (e.g., run a report, create a course, schedule a class, print a roster, mark students complete), then select the node that provides you access to your course and students. pg. 5
Remember, you can always change nodes after you have entered the system by selecting an Administrator tab (i.e., Manage Content, Manage Learning, Reporting) and clicking Change Hierarchy Node in the upper right corner of the page, just below the tabs. 3.5 Switching Nodes After You Are In the System An administrator can switch nodes at any time by selecting an Administrator tab (i.e., Manage Content, Manage Learning, Reporting) and clicking Change Hierarchy Node in the upper right corner of the page, just below the tabs. For example, a Regional Key Administrator is associated with the top-level node, Pennsylvania, and can therefore run a report for the entire State. However, at times s/he may want to limit the reports to the users within the region. In this case, the Regional Key Administrator can change hierarchy nodes to his/her region. Running the same report will now only show the users in the region. An administrator can access any node below the highest level node to which s/he is assigned administrator permissions. pg. 6
4. REPORTS 4.1 Transcript Report A transcript report will show you a list of the students within a facility and a list of courses they have completed and the number of hours they received. The report will also indicate whether any of the courses were a part of their Professional Development Plan. Step Page Action 1 Home tab. 2 Reporting Change your Hierarchy Node to the Facility for which you are running the report. Bar. shown on the right side of the Page Identification 3 Change Hierarchy Node Begin typing the name of the Facility (or Legal Entity) in the Dropdown Box and select the appropriate facility from the list, then click the button. 4 Home 5 Reporting Click tab. and then select 6 Request Transcript Report Section 1: Report Name: Enter the [Facility Name] Transcript [MM-DD-YY] Email Address (Optional): Enter the email address(es) of anyone you want to whom you want to email the report. Separate multiple emails with a semi-colon (;) Section 2 (Optional): This section can be used to schedule this report so it runs automatically on a specific schedule. pg. 7
Section 3: Leave at Default Section 4: Check checkbox. Check Section 5: button. Completion Date is after or equal to: Enter the beginning date of the period you are monitoring. Completion Date is before or equal to: Enter the end date of the period you are monitoring. Result type(s) to report on (pass, fail or pass & fail): Pass means that a student successfully completed the course. Fail means they did not attend or did not fully complete the requirements of the course. Include Students With No Completions/Failures: Checking this box will show students who have not taken any courses within the For Each User and Course: Include the Most Recent Completion/Failure Date Online: Checking this will show only the most recent completion of a course if they have taken it multiple times. Hide Detailed Completion/Failure Information: Unchecked Hide Score Information: Unchecked Section 6: Leave at Default If you want to Save this Report click 7 Reporting If you do not want to Save the Report click In the Completed Reports column, wait for the report to finish processing and indicate. Then click pg. 8
Example: Student_Name RegistryID# (Active) Hierarchy Node: Pennsylvania > Region > County > Facility name Hire Date: N/A Total Completions: 2 Total Hours: 2.00 Notes: Completion Date: The completion date indicates the date the student completed the evaluation of the course. It does not reflect the actual date of the event. Overall Score/Credit(s) Earned: The overall score is irrelevant for our purposes. Under the score, the PQAS hours will be listed. Course Information: The course name and number are listed. If the course was a part of the student s Professional Development Plan, it will have a green notice to the right of the course name indicating **This enrollment is applicable to Professional Development This is shown next to the second entry in the example above. pg. 9
4.2 Run a Professional Development Plan Compliance Report The compliance report will show you the status of staff s professional development plans and selfassessment completion. Step # Page You re On Action 1 Home tab. 2 Reporting Change your Hierarchy Node to the Facility for which you are running the report. shown on the right side of the Page Identification Bar. 3 Change Hierarchy Node Begin typing the name of the Facility (or Legal Entity) in the Dropdown Box and select the appropriate facility from the list, then click the button. 4 Home 5 Reporting Click tab. and select and then 6 Professional Development Plan Compliance Report Scroll to the bottom of the page and click the button. 7 Professional Development Plan Compliance Report next to your node name. pg. 10
Example: The top row indicates the total numbers of users within the facility with active accounts in the PD Registry. Then it shows the number of users with an active plan, the number of users with a pending plan (partially completed), the number of users with expired plans and the number of users with unpopulated plans (have not even started the self-assessment). The list below shows each of the staff within the facility, their plan status and a link to view their Self-Assessment or Professional Development Plan. At this time, there is not a way to remove people who are no longer working at the facility from this list. It is up to the individual to update their own profile. 4.3 Run a Professional Development Course Forecasting Report This report replaces the former Facility Professional Development Plan (FPDP). The top section of this report: Data for My Self-Assessment Priorities section of PDP shows courses that students are enrolled in that are related to their priorities as indicated on their selfassessments. The second section of this report: Data for Courses Added to My Plan from the Course Catalog section of PDP shows courses that students are enrolled in that they added to their plan, but do not correspond directly to their priorities as indicated on their self-assessment. The final section: Knowledge Area Data shows which questions and courses the students in your facility have prioritized and enrolled in related to each Knowledge Area, Big Idea and Essential Question. Step # Page You re On Action 1 Home tab. pg. 11
2 Reporting Change your Hierarchy Node to the Facility for which you are running the report. shown on the right side of the Page Identification Bar. 3 Change Hierarchy Node Begin typing the name of the Facility (or Legal Entity) in the Dropdown Box and select the appropriate facility from the list, then click the button. 4 Home 5 Reporting Click tab. and select and then 6 Request PA Key Professional Development Course Forecasting Report Section 1: Report Name: Enter the [Facility Name] Forecasting [MM-DD- YY] Email Address (Optional): Enter the email address(es) of anyone you want to whom you want to email the report. Separate multiple emails with a semi-colon (;) Section 2: Leave at Default Section 3: Leave at Default Section 4: Leave at Default If you want to Save this Report click If you do not want to Save the Report click pg. 12
7 Reporting In the Completed Reports column, wait for the report to finish processing and indicate and click 4.4 Select a Node at Login If you are also a PQAS Instructor, you will see a different screen upon logging into the. To ensure you are able to complete your tasks successfully, please follow these instructions: Step # Page You re On Action 1 Select Your Node Affiliation From the Admin Node dropdown menu select the following: If you want to perform PQAS Instructor tasks (Managing Courses or Scheduled Events) always select Pennsylvania. If you want to perform STARS Manager/Designator tasks select the facility for which you want to run reports. You can begin typing the name of the facility slowly to locate it more quickly on the dropdown menu. After you have selected the appropriate node, click the button. pg. 13
4.5 Changing Nodes If you are already logged in and need to run reports for a different facility or complete PQAS instructor tasks, follow these instructions to change your node: Step # Page You re On Action 1 Manage Content, Manage Learning, or Reporting If you want to switch tasks after you are already logged into the system, follow these instructions. The Working In node is listed on the right side of the Page Identification Bar on Admin Pages only. If you want to complete PQAS Instructor tasks, ensure that it says. If you want to complete STARS Manager/Designator tasks, ensure that it lists the name of your facility. Example: If the node is not correct for the tasks you want to complete, then click Change Hierarchy Node, by clicking on the, select the appropriate node (Pennsylvania for PQAS tasks, the Facility Name for STARS Manager/Designator tasks) from the dropdown list and click the button labeled. pg. 14