LMS365 Learning Module Builder Add-in User Guide Version 2.5
CONTENTS1. The LMS365 Learning Module Builder Add-in 3 2. Permission Levels 4 3. Adding My Learning Modules Web part 6 4. Learning Module Builder Web Part Settings 8 5. Create New Learning Module 10 5.1 Managing Documents 27 5.2 Managing Content Packages 29 5.3 Managing Quizzes 29 6. Editing a Learning Module 30 7. Managing Learning Modules 32 8. Passing a Learning Module 34 9. Viewing Details of a Learning Module 44 10. Reports 46 10.1 Learner Reports 46 10.2 Training Reports 48 11. Language 51
1. THE LMS365 LEARNING MODULE BUILDER ADD-IN The LMS365 Learning Module Builder Add-in is designed for organizing Documents, Videos, SCORM/AICC packages etc. into sequenced learning steps. Learners move to the next step only after they have completed previous one, ensuring progress and making it possible to see where they are in the learning process. There is no better way to expose learners to new concepts in the most efficient order and to ensure learners are not confused or lost along the way. 3
2. PERMISSION LEVELS The LMS365 Learning Module Builder Add-in uses the following minimum permission levels required to install and run the add-in: 1. Site Collection Administrator to install the add-in; 2. Manage for add-in permission request (indicates the activities that an add-in is permitted to do within the requested scope). This add-in permission level corresponds to Designer user permission level. If a user attempts to install an add-in that requests more permissions than the user has, an error message displays to the user informing him that he does not have sufficient permissions to grant the add-in its request; 3. Full Control for people who can administer the add-in (Team Site Owners Group by default); 4. Read for User to run the learning modules within the add-in. Please see the table below for more detailed information on different roles permissions. Site Collection Administrator Owner Course Administrator Learner Visitor Team Site Installation V X X X License X V X X Administration Back-end Add-in/Web Parts X V V Manages his courses/training plans (must have Visitor permissions on Course Catalog site) X V V X V (Course Catalog, Course Description and Information & My Training Dashboard) X (My Learning Modules, Assignments) Course/Training Plan Site Installation V X X (сan install add-ins only X X 4
via Course Catalog, but cannot trust them) License X X V X X Administration Back-end X X V X X Add-in/Web Parts V (Course Description and Information) X (Course Catalog, My Learning Modules, Assignments) V (Course Description and Information) X (Course Catalog, My Learning Modules, Assignments) V V V (Course Description and Information) X (Course Catalog, My Learning Modules, Assignments) 5
3. ADDING MY LEARNING MODULES WEB PART The LMS365 Learning Module Builder Add-in comes with a Web Part. The Web Part will provide the UI for users to view and complete Learning Modules. To add the Web Part you must edit the page: Once in Edit Mode you click the Insert Tab followed by Web Part, select My Learning Modules in LMS365 category and click Add : The Web Part has now been inserted in the page. Click Save icon in the Menu to save the page: 6
The page will now be saved. You can insert and use the Add-in Part as well. In the Edit Mode, insert your cursor in the location you wish to insert the Add-in Part, select My Learning Modules and click Add: To create a new Learning Module, click the Add / Edit / Manage link and select Learning Modules: Alternatively, you can click the add-in name under Site Contents. 7
4. LEARNING MODULE BUILDER WEB PART SETTINGS To access the Learning Module Builder Web Part settings, click the Add-in Part Settings link on the Web Part: On the Add-in Part settings page you can configure which Add-ins and in what order will be displayed in the LMS365 Learning Module Builder Add-in (by default all are enabled). If you only have the LMS365 Learning Module Builder Add-in installed you will only see one Add-in: If you have other add-ins installed such as the LMS365 SCORM & AICC Player or the LMS365 Quiz Builder Add-ins you will see all of them. When all Add-ins are installed (and the Learning Module Builder Add-in is enabled) you will have an option to hide Content Packages and/or Quizzes if they are part of a learning module: 8
Select Add-ins to be displayed on the Web Part, use drag-and-drop to change their order, and then click Save button to save the changes or Cancel button to discard them. Items from the enabled add-ins (SCORM/AICC packages, Learning Modules, and Quizzes) will be displayed in the Web Part: You can use additional options for My Learning Modules Web Part: filtering and redirecting URL: To filter items shown in the Web Part, enter learning modules titles separated by semicolon in the Filter field: To direct users to a custom page after they have finished the attempt, enter necessary URL in the Redirect URL field: Redirect works for Exit and Pause buttons in Learning Modules. NOTE: In order to see these options in web parts you need to have Custom Script options enabled in the tenant settings. Read more about it at https://support.office.com/en-us/article/turn- scripting-capabilities-on-or-off-1f2c515f-5d7e-448a-9fd7-835da935584f?ui=en-us&rs=en- US&ad=US 9
5. CREATE NEW LEARNING MODULE To create a new Learning Module: 1. Click the My Learning Modules link or Add/Edit/Manage > Learning Modules to go to the Add-in Administration back-end: 2. Click Create New Learning Module button : 3. Fill in the opened form: 10
Title specify name of the Learning Module; Description specify description of the Learning Module. It will be displayed on the Start Page; Published enable this option to make Learning Module available for Learners (by default, it is disabled). When this option is enabled, two additional fields appear: NOTE: o Start Date select date and time when Learning Module becomes published and available for Learners; o End Date select date and time when Learning Module becomes unpublished and unavailable for Learners; Published/Unpublished icon is displayed next to the published or unpublished Learning Modules in the add-in Administration back-end: Select files to be added to the Learning Module and drag them to the Learning Module editor on the right: Embed select type of embedded item to be included in the Learning Module. Drag the type of item you want to add to the Learning Module to the Learning Module Editor box on the right side of the page. In the Multimedia section: o Microsoft Stream is an Enterprise Video service where people in one organization can upload, view, and share videos securely. To add this item, drag it to the Learning Module Editor box and fill in the opened form: 11
Title specify title for the item; Embed code field paste embed code of the video. A preview will be displayed below. Click Insert to add the item to the Learning Module. NOTE: All settings of Microsoft Stream videos are supported and applied in our system (e.g. Responsive view): 12
o Microsoft Sway is an app for creating interactive reports, presentations, personal stories, etc. To add this item, drag it to the Learning Module Editor box and fill in the opened form: Title specify title for the item; Embed code field paste embed code of the item you want to add. A preview will be displayed below. Click Insert to add the item to the Learning Module. 13
o Video items can be added from sources like Office Video, YouTube, Vimeo etc. To add video item drag it to the Learning Module Editor box and fill in the opened form: Title specify title for the video; Embed code field paste embed code of the video. A preview will be displayed below. Click Insert to add video to the Learning Module. NOTE: For correct display of Office Video and other documents in the Learning Module in IE 11 user should add learningpath.365.systems to the list of trusted sites on his/her browser. To add it, do the following actions: 1. Open IE settings > Internet options; 2. Go to Security tab, select Trusted sites and click Sites; 3. Type https://learningpath.365.systems in the Add this website to the zone field and click Add. NOTE: Office 365 Video portal does not currently allow external sharing. In the Content section: o Content Editor allows create content using rich-text editor: 14
Title specify title for your content; Enter content insert necessary content. It is possible to add media content to the content learning item while creating or editing it. To do this, use corresponding buttons in rich-text editor to add the necessary media content: - Insert YouTube video click Insert YouTube button, insert YouTube url, and then click Insert button to insert YouTube video in the learning item: 15
- Upload Video click Upload Video button, and then complete the open form: Choose a file choose a file from your local computer to be uploaded; Width (px) specify the width of a video player, in pixels; Height (px) specify the height of a video player, in pixels. Click Upload button to upload a video. - Upload Audio click Upload Audio button, and then complete the open form: Choose a file choose a file from your local computer to be uploaded; Width (px) specify the width of an audio player, in pixels. - Upload Image click Upload Image button, and then complete the open form: 16
Choose a file choose a file from your local computer to be uploaded; Width (px) specify the width of an image, in pixels; Height (px) specify the height of an image, in pixels. Click Upload button to upload an image. - Upload File click Upload File button, choose a file from your local computer, and then click Upload button to add a file to the question: You can also insert script to the Content item using View HTML button : 17
o Quizzes (if the LMS365 Quiz Builder Add-in is installed) select Quizzes created within the LMS365 Quiz Builder Add-in on this web, and then click Insert button to add them to the Learning Module: o Content Packages (if the LMS365 SCORM & AICC Player Add-in is installed) select content packages uploaded to the LMS365 SCORM & AICC Player Add-in on this web, and then click Insert button to add them to the Learning Module: 18
NOTE: For correct display of SCORM/AICC packages in the Learning Module in IE user should add two domains learningpath.365.systems and scorm.365.systems and SharePoint site on which the add-in is installed to the list of trusted sites on his/her browser. To add it, do the following actions: 1. Open IE settings > Internet options; 2. Go to Security tab, select Trusted sites and click Sites; 3. Type https://learningpath.365.systems in the Add this website to the zone field and click Add. 4. Type https://scorm.365.systems in the Add this website to the zone field and click Add. 5. Type address of the SharePoint site on which the add-in is installed in the Add this website to the zone field and click Add. o Microsoft Forms is an app for creating surveys, quizzes, and polls, and easily see results as they come in. To add this item, drag it to the Learning Module Editor box and fill in the opened form: 19
Title specify title for the item; Embed code field paste embed code of the item you want to add. A preview will be displayed below. Click Insert to add the item to the Learning Module. o Read and Understood Confirmation ensures that Learner has read and understood all the information presented in the Learning Module: 20
It can be added after all items at the end of the list or after particular item (e.g. you put this option after the third item > Learner confirms that he has read and understood these three items): 21
There are two types of Confirmation: Simple check box and Authorization. In the second case, user will need to enter his credentials to proceed or finish Learning Module. o Link to documents and files item provides internal documents from SharePointOnline. To add internal documents drag this item to the Learning Module Editor box and fill in the opened form: Title specify title for the document / file; Enter Link paste link of the document / file. Click Insert to add document / file to the Learning Module. System auto detects document type (.doc,.docx,.ppt,.jpg,.jpeg, etc.) and shows icon for it. While passing the Learning Module a link to document / file will open in a new tab. In the current step of the Learning Module the following form will appear: NOTE: If you want the system to open your document inside Learning Module using Word Online, use the restricted link for it (in classic SharePoint): 22
If you use modern library experience, select link for People with existing access : o External Website Link / URL item allows adding external website links / URL. To add necessary link drag this item to the Learning Module Editor box and fill in the opened form: 23
Title specify title for the website link; Enter Link paste link of the website link. Click Insert to add website link to the Learning Module. While passing the Learning Module an external website link will open in a new tab. In the current step of the Learning Module the following form will appear: To edit an embedded item: 1. Press Edit button on the right of the item: 2. Make the necessary changes to the item: 24
3. Press Insert button to save the changes. Documents select documents to be included in the Learning Module. You can create new documents, upload new documents or select already uploaded files by clicking on the file name and dragging it to the Learning Module editor: 25
The system supports the following file types (depending on codes and browsers, there will be some differences):.doc.docx.xls automatically downloaded due to limitations of Excel Viewer;.xlsx.ppt.pptx.pdf.png.jpg.jpeg.bmp.tiff automatically downloaded as default file;.svg.gif.mp4.avi,.mpg (mpeg-1 and mpeg-2) - can be downloaded by clicking on appropriate link;.flv played with a help of mediaelement.js using flash;.wmv is not played in IE9 and Chrome, silverlight activation is required for playing in Firefox;.mp3.wav played in Chrome, Firefox (if it is a PCM file https://en.wikipedia.org/wiki/wav), but is not played in IE; A link to the original file is provided for all media files available to end user. When you drag an item to the Learning Module Editor, it is removed from the list of documents. You can drag it back or click Delete button to return it. This will not delete the document from the library, but only remove it from the editor field. If you delete embed video from the Learning Module editor, it is removed and is not stored. You can reorder the list of added items by clicking on the dots symbol ( ) and dragging files to the right position: 26
4. Click Save button to save the Learning Module or Cancel button to discard the creation. 5.1 Managing Documents Documents used for Learning Module creation are stored in a separate Document Library on the web that can be accessed from the Learning Module creation form or using a direct link. Click Go to the Learning Module Documents Library button on the Documents field: 27
There you can create new documents using Office Online, upload existing files, edit and manage uploaded files: 28
5.2 Managing Content Packages NOTE: Content packages can be used in Learning Modules only when the LMS365 SCORM & AICC Player Add-in is installed on your site. Content packages used for Learning Module creation are uploaded and managed via the LMS365 SCORM & AICC Player Add-in. For more information see The LMS365 SCORM & AICC Player Add-in User Guide. You can also get access to it by clicking Add/Edit/Manage > Content packages: 5.3 Managing Quizzes NOTE: Quizzes can be used in Learning Modules only when the LMS365 Quiz Builder Add-in is installed on your site. Quizzes used for Learning Module creation are created and managed via the LMS365 Quiz Builder Add-in. For more information see The LMS365 Quiz Builder Add-in User Guide. You can also get access to it by clicking Add/Edit/Manage > Quizzes: 29
6. EDITING A LEARNING MODULE To edit a Learning Module, do the following: 1. Click the My Learning Modules link or Add/Edit/Manage > Learning Modules to go to the Add-in Administration back-end: 2. Select the needed Learning Module from the list and click Edit Learning Module button in the callout menu next to its name: 3. Change settings of the Learning Module: 30
4. Click Save to save the changes or Cancel to discard them. 31
7. MANAGING LEARNING MODULES It is possible to set fixed order of passing Learning Modules for Learners. To do this, user should manage Learning Modules. To edit a Learning Module, do the following: 1. Click the My Learning Modules link or Add/Edit/Manage > Learning Modules to go to the Add-in Administration back-end: 2. In the list of Learning Modules reorder the list by clicking on the dots symbol ( ) and dragging items to the right position: 3. Enable Course Completion option to make one or several Learning Modules obligatory for course completion: 4. Click on the Lock column next to the Learning Modules to set prerequisites: 32
5. A lock icon will appear next to the Learning Module. It means that the Learning Module cannot be started until all previous Learning Modules have been passed. 6. To set prerequisites for all list use Lock icon on top of the column: 7. Click Save Changes above the list of Learning Modules: 33
8. PASSING A LEARNING MODULE A list of all Learning Modules of the site is displayed on My Learning Module Builder Web Part: Items in the list have different icons depending on their status: Icon Action Description Start The Learning Module has not been started yet, Learner can start a new attempt. Continue The Learning Module has been paused, Learner can continue attempt. Attempt New Attempt Learner has failed an item in the Learning Module, he can view his attempt. Successfully Completed Learner has successfully completed the Learning Module, he can open it for review. Locked The Learning Module has prerequisites and cannot be started until all previous Learning Modules have been passed. NOTE: An attempt can be failed only if a SCORM/AICC package or Quiz included in Learning Module has Out of attempt status. To start a new Learning Module attempt, click Start will open: icon. The first item of the Learning Module 34
SCORM/AICC packages are opened using the LMS365 SCORM & AICC Player Add-in according to package settings. Documents are opened (depending on the file type) using OWA (if configured on the server), MediaElement.js or can be downloaded to the user s computer. To view the list of all items added to the Learning Module click the Table of Content drop-down: NOTE: Table of Content is displayed on the web part as well. To view it, click Learning Module s title: To navigate to the next item in the Learning Module click Next icon in the upper-right corner of the page. The next Learning Module item will open: 35
User can navigate to any item in the Learning Module using Table of Content: After Learner clicks Next, the status of current item is changed to Passed. To leave the page saving current progress, click on Exit/Pause icon in the upper right corner of the page: 36
Confirmation Option in the Learning Module requires confirmation of reading and understanding of material presented in all items before it: Without above-mentioned confirmation Learner would not be able to proceed to the Learning Module ( Next button will be disabled), if a Confirmation is in the middle of the Learning Module. However, it would be possible to return to the previous item: 37
Confirmation at the end of the Learning Module would not allow Learner to finish the Learning Module without assurance that he has read and understood every item of the Learning Module: If Authorization Confirmation type is selected, user will be required to enter his credentials when selecting the check box to proceed: If the user tries to login with another account, he will see the following message: 38
If Learner fails a SCORM/AICC attempt, failed status is displayed: When a Learner passes a Quiz inside the Learning Module, the following message will appear: A Learner can move on to the next step in the Learning Module, review his attempt (if Allow Review option is enabled for the Quiz), attempt the Quiz again (if there are attempts left) or can exit the 39
Learning Module saving the progress by clicking Exit/Pause button (he will be redirected to the site home page or to the page that is specified in the Add-in Part Settings). If a Learner pauses a Quiz while passing it, the following message will appear: A Learner can move to the next step in the Learning Module by clicking Next button in the upper right corner of the page, attempt this Quiz again, continue the last incomplete attempt or exit Learning Module by clicking Exit/Pause button (the Learning Module attempt will be finished). When a Learner decides to continue the attempt, the same page will be shown to him. If a Quiz that has been included in the Learning Module has been deleted or is unpublished, a Quiz item in the Table of Content will be marked as not available and the following message will appear: If a Learner fails a Quiz attempt, failed status is displayed in the Table of Content and Next button is not available. A Learner is able to review his attempt (if Allow Review option is enabled for the Quiz), attempt the Quiz again (if there are attempts left), return to the beginning of the Learning Module or exit the Learning Module saving the progress by clicking Exit/Pause button: 40
If a Learner fails a Quiz attempt and there are no attempts left, the following message will appear: When the Quiz inside the Learning Module is failed (and there are no attempts left), Learning Module will be failed (its status on Details page will be changed to Failed). When Learning Module attempt is failed the following message is shown: 41
When all items have been passed, the attempt is completed and you can click Exit button to leave the page: Successfully completed Learning Modules are marked with a green progress line in My Learning Modules Web Part: 42
NOTE: Progress bar is filling in only after Learner has correctly completed learning item(s). Filling percentage depends on the number of learning items included in the Learning Module. 43
9. VIEWING DETAILS OF A LEARNING MODULE To view details of all Learner s attempts of the Learning Module, do the following actions: 1. Click the My Learning Modules link or Add/Edit/Manage > Learning Modules to go to the Add-in Administration back-end: 2. Select the needed Learning Module from the list and click View Learner s Details button in the callout menu next to its name: 3. Information about the selected Learning Module will be displayed: - Name shows name of Learner; - Action menu allows to open Learning Module attempt in preview mode and delete attempts: 44
- Status shows Learner s attempt status; - Percentage Completed shows Learner s attempt completion percent; - Date & Time Completed shows date and time of attempt completion. To export details of the Learning Module, click Export to Excel link: The information will be saved in the.xlsx format on your local computer. 45
10. REPORTS Reporting functionality is available in the LMS365 Learning Module Builder Add-in for owners and contains information related to Learning Modules. The system allows creating two types of reports: by Learner and by Training. Reports are scoped to site level. To view Reports, do the following actions: 1. Click the My Learning Modules link or Add/Edit/Manage > Learning Modules to go to the Add-in Administration back-end: 2. Select Reports tile in the Administration back-end: There you can select from two types of reports: - Learner Reports show information about Learners training; - Training Reports show information about Learning Module. 10.1 Learner Reports To create a Learner Report, do the following actions: 1. On the opened Reports page select group by Learner from the drop-down list: 46
2. Use filters to customize information that will be included in your Report: Select select a learner from the dropdown list to include information only about this learner; Include select type of learners to include in the report: Active, Deleted (disabled users are also shown in Deleted Learners type) or All; Start Date set start date for the Report; End Date set end date for the Report; NOTE: Start and End Date filtration is based on the status of attempts made in the selected period of time. 3. Click Create Report. An.xlsx report will be created and downloaded to your computer. It contains the following information: 47
Information about all learner s attempts: Learner s name shows name of Learner; Email shows Learner s email address; Account shows user s account; Department shows user s department (information is taken from User List); Number of Learning Modules shows number of Learner s Learning Modules; Completion status shows percent of completed Learning Modules; Date Completed shows date of Learning Module completion; Passed shows percent of passed Learner s Learning Modules; Score shows Learner s average score for Learning Modules; Average time shows average time spent by Learner on the Learning Modules; Attempts shows number of attempts that Learner made to complete all his Learning Modules; Information about each Learning Module on which learner made attempts: Learning Module Title shows Learning Module s title; Status shows Learner s completion status; o Not Started the Learning Module has not been started yet; o In Progress Learner has started the attempt, but has not completed it; o New Attempt Learner has failed an item (SCORM/AICC packages or Quiz) in the Learning Module; o Locked the Learning Module has prerequisites and cannot be started by Learner; o Completed Learner has successfully completed the Learning Module. Passed shows passed status of Learner s Learning Module; Score shows Learner s score for Learning Module; Average time shows time spent by Learner on the Learning Module; Attempts shows number of attempts that Learner made to complete this Learning Module. 10.2 Training Reports To create a Training Report, do the following actions: 1. On the opened Reports page select group by Training from the drop-down list: 48
2. Use filters to customize information that will be included in your Report: Select select a Learning Module from the dropdown list to include information only about this Learning Module; Include select type of learners to include in the report: Active, Deleted (disabled users are also shown in Deleted Learners type) or All; Start Date set start date for the Report; End Date set end date for the Report. NOTE: Start and End Date filtration is based on the status of attempts made in the selected period of time. 3. Click Create Report. An.xlsx report will be created and downloaded to your computer. It contains the following information: 49
Information about the Learning Module: Learning Module Title shows name of the Learning Module; Created Date shows date of Learning Module creation; Number of Learners shows number of learners for this Learning Module; Number of Attempts shows total number of attempts of this Learning Module by all learners; Average Time shows average time that all Learners spent on this Learning Module; Score shows average score on this Learning Module; Date Completed shows date of Learning Module completion; Information about attempts made: Learner s name shows name of Learner Email shows Learner s email address; Account shows user s account; Department shows user s department (information is taken from User List); Status shows Learner s completion status; o Not Started the Learning Module has not been started yet; o In Progress Learner has started the attempt, but has not completed it; o New Attempt Learner has failed an item (SCORM/AICC packages or Quiz) in the Learning Module; o Locked the Learning Module has prerequisites and cannot be started by Learner; o Completed Learner has successfully completed the Learning Module. Passed shows passed status of Learner s attempt; Number of Attempts shows number of Learner s attempts; Average Time shows average time that this Learner spent on this Learning Module; Score shows average score on this Learning Module and each Learner s score; Date Completed shows date of Learning Module completion. 50
11. LANGUAGE Out of the box LMS365 Learning Module Builder Add-in is translated to English language only. NOTE: Out of the box LMS365 Learning Module Builder Add-in English translation can be modified the same way as it is translated to other languages. NOTE: The LMS365 Learning Module Builder Add-in translation is applied for the whole tenant. To add translation to alternate language(s) for the LMS365 Learning Module Builder Add-in, use Language Files section in Add-in settings: 1. Click the My Learning Modules link or Add/Edit/Manage > Learning Modules to go to the Add-in Administration back-end: 2. On the opened Administration page click Language Files: 3. Language Settings page will open: 51
4. Select an alternative language in the Select Language drop-down (a list of all possible alternative languages is displayed): 5. On the opened Language Settings page type your translation for each phrase in Your choice column and click Save: 52
OR 1. Click Export to save the language file to your local computer; 2. Edit the downloaded.xlsx file locally filling in the Custom Values column: 3. Click Import and select the edited language file from your local computer. 4. Translation from Custom Values column will be displayed in Your choice. Click Save to save the translation. NOTE: The new translation is applied after page reload. NOTE: Prerequisite for presenting LMS365 sites (and also the LMS365 Learning Module Builder Add-in) in more than one language: alternate language(s) should be chosen in site collection s Site Settings -> Language settings. NOTE: Rules of presenting LMS365 sites (and also the LMS365 Learning Module Builder Add-in) in different languages (specified by priority from high to lower): 1. The language preferences stored in the user profile. (It takes some time before user language preferences are applied after you change them). See link where to find these preferences. 2. If no language preference is defined in the user profile, the language preferences stored in the user's web browser are used. (You should reopen browser session if you change browser language preference). See link where to find these preferences. 3. If no language preferences are defined in the user's profile and web browser, the default site language is used. If you need the LMS365 Learning Module Builder Add-in be presented only in one specific language, you have to create Site collection (where the LMS365 Learning Module Builder Add-in will be added) in that language and not choose any alternative languages. 53
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