Administrator guide

Version 1.9

Review 3

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Index

1. Introduction ........................................................................................................................... 3

2. Start using learningMaker ...................................................................................................... 4

2.1 Signing in and logging out ........................................................................................................................................... 4

2.2 Editing my profile ........................................................................................................................................................ 5

2.3 Changing the password ............................................................................................................................................... 5

3. Management of users ............................................................................................................. 6

3.1 Creating a user ............................................................................................................................................................ 6

3.2 Editing a user .............................................................................................................................................................. 6

3.3 Deleting a user ............................................................................................................................................................ 7

4. Management of groups .......................................................................................................... 8

4.1. Creating a group ........................................................................................................................................................ 8

4.2. Editing a group ........................................................................................................................................................... 8

4.3. Adding users in a group ............................................................................................................................................. 9

4.4. Deleting users in a group ........................................................................................................................................... 9

4.5. Deleting a group....................................................................................................................................................... 10

5. Permissions administration ...................................................................................................11

5.1. User permissions ...................................................................................................................................................... 11

5.2. Group permission .................................................................................................................................................... 12

6. My templates ........................................................................................................................13

7. My subscription .....................................................................................................................14

8. Publications queue ................................................................................................................15

9. Synchronising learningMaker with other platforms ..............................................................16

9.1. Associate a compatible with PENS systems ............................................................................................................. 16

9.2. Editing a platform .................................................................................................................................................... 16

9.3. Deleting a platform .................................................................................................................................................. 17

10. Customizing the tool ...........................................................................................................18

11. Recycle bin ..........................................................................................................................19

12. Importing/exporting project ................................................................................................20

13. Glossary ...............................................................................................................................21

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1. Introduction Netex learningMaker is an authoring tool which allows enterprises to easy create and edit their own e-learning contents and to publish them in different formats in order to use them in any CMS, LMS or website.

Contents created with learningMaker are compatible with multiple devices and it can be published in different formats (Web, SCORM, AICC, APK, etc.). The use of HTML5 technology and “Responsive Design” techniques allows the full adaptation to the device where the content is being viewed.

With Netex LearningMaker you will be able to create your own “Projects” in a collaborative and de-localised manner, so that, several users can participate in its creation.

Each project will use a template, which will establish the behaviour of the content. The tool includes the following templates:

Express

Multi-page

Video

Basic

In addition, a custom templates creation service is available for our clients.

There are two types of learningMaker users:

Administrators will be in charge of the administration of the tool (users, permissions, etc.).

Authors are the ones in charge of the creation and the authorship of the contents.

Reviewers, who can be as many as you want (they are not taken into account in your subscription),

will be in charge of reviewing all the projects you assign them. They will only have the “Preview”

permission (see section 5).

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2. Start using learningMaker

2.1 Signing in and logging out

1. Enter your username and your password and click “Sign in”.

2. If you check “Keep me signed” the system will remember your access data. In this way, you will not

have to enter it each time that you sign in, unless you do it from a different computer or browser.

3. If you do not remember your password, you can retrieve it by clicking the link “Can’t access your

account?”. You will have to enter your e-mail and you will receive an e-mail with the instructions to

configure a new password.

Remember

Do not use the option of remember password in a computer which is usually used by other users to avoid improper access with your codes.

To access the administration zone click “Administration” on the upper-right corner

To sign out the platform, click the button “Sign out” on the dropdown menu of your profile.

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2.2 Editing my profile

1. Choose the option “My profile” on the upper right corner dropdown menu, below your username.

2. Click “Edit” to change your profile data.

3. You can change your username, name and last name, and the e-mail which is associated to your user

account, where you will receive the notifications of the tool.

4. Click “Change image” to change your profile picture. This image will appear associated to your

username on the tool. For example when you write comments in a project.

5. Click “Save changes”.

2.3 Changing the password

1. Choose the option “My profile” on the upper right corner dropdown menu, located below your

username.

2. Click “Change password”.

3. Enter your current password and the new password, and click “Save changes”.

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3. Management of users The users are the participants who access the tool. Each user has a username and an access password.

3.1 Creating a user

1. Go to the “Users” section on the administration zone.

2. Click “New user”.

3. Fill the fields of the form.

4. If you check “Administrator” on the “Type” section, the user will also have administration

permissions in the tool.

5. If you want a user to be an “Administrator” but that he or she cannot manage users (neither create

them nor edit them), check “Deny user management”.

6. Click “Save”.

3.2 Editing a user

You can modify the data you included on the form when you created the user.

1. Go to the “Users” section on the administration zone.

2. Click “Edit” on the “Actions” column.

3. Change the data and click “Save”.

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3.3 Deleting a user

The user will stop having access to the platform when you delete him or her.

1. Go to the “Users” section on the administration zone.

2. Select the users who you want to delete and click “Delete selected”.

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4. Management of groups

4.1. Creating a group

The function of the groups is to make it easier to put together the users who have a common quality. You

can, for example, create groups to represent the company structure.

Groups allow you to speed up the definition of the permissions process in projects, so that you can give

permissions to a complete group, instead of doing it person by person (see section 5.2.).

1. Go to the “Groups” section on the administration zone.

2. Click “New group”.

3. You can only indicate the name of the new group and click “Save”.

4.2. Editing a group

1. Go to the “Groups” section on the administration zone.

2. Click “Edit”.

3. This option allows you to change the name of the group.

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4.3. Adding users in a group

1. Go to the “Groups” section on the administration zone.

2. Click the name of the group.

3. Click “Add user”.

4. The list of LearningMaker users who are not included in that group will be shown. Select the users

who you want to add and click “Add user”.

Remember

When a user is added to a group, he or she automatically acquires the defined permissions for the entire group (see section 5.2.).

4.4. Deleting users in a group

1. Go to the “Groups” section on the administration zone.

2. Click the name of the group.

3. Select the users who you want to delete from that group and click “Delete selected”.

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4.5. Deleting a group

1. Go to the “Groups” section on the administration zone.

2. Click the name of the group.

3. Select the group or groups which you want to delete and click “Delete selected”.

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5. Permissions administration You can determine the permissions that certain users or groups of users will have in each project. These

permissions will allow them to perform the next actions in the project:

View: the users who have this permission can see the design of the project and to preview its

content.

Edit: the users with these permissions can modify the project. A user who has this permission

automatically acquires the view permission of the project.

Publish: users are allowed to publish the project. This permission shall be independent from the

previous, this is that there can be users who have the publish permission and who do not have the

other permissions and vice versa.

Preview: all users may have this permission. This is the only permission that users with reviewer

profile can have assigned.

5.1. User permissions

1. Go to the “User permissions” section on the administration zone.

2. Choose a user and indicate the permissions that you want to give to that user.

3. You can define his or her permissions in a particular project or you can select a folder to give him or

her permissions in all the projects of that folder. You will distinguish the folders because they make a

hierarchy tree where the projects that folder are included. You can see the folders “Calidad” and

“Gestión” and an independent project called “Atención al usuario” on the previous image.

4. Click “Save”.

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5.2. Group permission

1. Go to the “Group permissions” section on the administration zone.

2. Choose a group and indicate the permissions which you want to give to that group.

3. You can define the permissions of that group in a particular project or you can select a folder to give

that group permissions in all the projects of that folder. You will distinguish the folders because they

make a hierarchy tree where the projects that folder are included. You can see the folders “Calidad”

and “Gestión” and an independent project called “Atención al usuario” on the previous image.

4. Click “Save”.

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6. My templates Projects will be created with a default template. You will have three types of templates by default (Multi-

page, Express, Video and Basic).

Derivate templates are created by adding or deleting a component from the called base templates. A

derivate template can be, in turn, the base template of other templates.

On the “My templates” section of the administration zone, the list of available templates on the tool is

shown.

Template sample: its version, base template (in case that it is a derivate template), the supported browsers,

the supported resolutions and the publish formats.

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7. My subscription This tool is bought in subscription mode. The subscription is valid for a particular number of users, a

particular storage space and a particular number of projects, previously defined on the hiring of the service.

You can consult the status of the information at every moment on the “My subscription” section from the

administration menu.

The number of users shows the percentage of users that has been created in relation to the number

of users included in the subscription.

The occupied storage space in relation to the total hired space.

The number of projects of the subscription.

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8. Publications queue A publication includes the information and data of a project in a particular format and in one or more

languages.

When a user publishes a project, a publication is generated on this list. The list works as a publication queue,

in which the publications load in the order in which users send them to publish.

The administrator will be able to manage this queue by deleting or cancelling some publications.

1. Go to the “Publications” section on the administrator zone.

2. You will see the data of each published project: name, user who published it and the publication

date, status (it indicates the completed percentage on the publication zone), languages of the

project and type of file.

3. The option “Download” allows you downloading the publication on your computer.

4. Select a publication on the list and click “Delete selected” to delete it.

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9. Synchronising learningMaker with other

platforms learningMaker allows to synchronise the publications of the tool whith platforms that are compatible with

PENS. In this way, when publishing a project you can select one of the platforms to upload the project

directly on it.

9.1. Associate a compatible with PENS systems

1. Access the “PENS Systems” on the “Administration” menu.

2. Click “New PENS”.

3. Fill the creation form data and click “Save”.

9.2. Editing a platform

1. Access the “PENS Systems” on the “Administration” menu.

2. Click “Edit” on the right of the platform which you want to modify.

3. Change the data of the form and click “Save”.

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9.3. Deleting a platform

1. Access the “PENS Systems” on the “Administration” menu.

2. Select the platforms that you want to delete on the list of platforms and click “Delete selected”.

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10. Customizing the tool The “Settings” section, on the “Administration” section, allows you to customize the tool.

You will be able to include the name and logo of your company which is shown on the platform.

Once the settings have been modified, if you want to reseat the name that the tool had by default (Netex

LearningMaker) click “Default value” on the edition page, and if you want to restore the image by default

click “Change image” and “Restore default image”.

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11. Recycle bin When a project is deleted, it will be stored on the recycle bin. Projects are deleted from the project creation

panel, to which the users who have an author profile have access.

You can restore one of the projects to retrieve it on the list of projects of the author panel. This version of

the project will be saved with the same name and content which it had at the time of deleting it. The

restored project will be locked by you so that nobody else can edit it.

You can also delete the contents of the recycle bin by selecting them and clicking “Delete selected”.

Remember that once this operation has been performed you will not be able to retrieve them.

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12. Importing/exporting project The export action allows extracting the editing material of the project as it is in the tool to be able to keep it

on your computer.

You must not confuse the exportation file with the final product, which is what you download from the

“Publications” section.

1. Go to the details of the project by clicking its name on the list.

2. Click “Export”.

You can upload again the generated file to the tool, to continue editing it or, for example, use it in an

external platform.

To import it again:

1. Go to the list of projects.

2. Click “Import project (zip)”.

3. Localise the file on your computer and click “Open”.

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13. Glossary Lock: prevent other users from editing a project.

Folder: content repository. Allows the organization of the list of projects.

CMS: it is a content management system which allows creating and managing the design and the

contents of a web site.

Status: condition or situation of a process which is made of several phases. Success and unsuccess

status can be selected on the tool and will be shown on the platform in which the content is used

when the student performs it.

Group: ensemble of users with a common quality. It can be used, for example, to represent the

company hierarchy tree.

HTML5: is the 5th version of the basic World Wide Web language, HTML.

LMS (Learning Content Management System): a tool which allows managing the training of an

institution or organization.

Permissions: consent given to a user so that he or she is able to perform an operation or action. In

this case, permissions of each project are defined so that the users have permission to see it, edit it

and publish it.

Project: e-learning content which can be created immediately from this tool in different formats.

Publish: make a content public. Published contents are those which finished and ready to be used.

Resource: multimedia element used for the composition of a project. There are different types:

audio, video, activities, etc.

Responsive design: is a design and development technique which allows the adaptation of web

content to a device from which the user access (televisions, smartphones, tablets, mobile, etc).

Subscription: regarding the contracting of a service, the characteristics and duration of that

contract.

User: each participant who access the tool.