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CENTERLINE ELSEVIER SKILLS MODULE ELSEVIER SKILLS INTEGRATION ADMIN, INSTRUCTOR (PROCTOR) & USER GUIDES JULY 09, 2019 V. 07092019-1

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Page 1: CENTERLINE ELSEVIER SKILLS MODULE

CENTERLINE – ELSEVIER SKILLS

MODULE

ELSEVIER SKILLS INTEGRATION –

ADMIN, INSTRUCTOR (PROCTOR) & USER GUIDES

JULY 09, 2019

V. 07092019-1

Page 2: CENTERLINE ELSEVIER SKILLS MODULE

Centerline / Elsevier Skills Module – Admin Guide: Overview: As of Q1 2019, the Centerline Learning Management System offers an Elsevier Skills module.

This allows clients to add Elsevier Skills to LMS Learning Objects (Courses) and integrates with both the

LMS Management Impact Module (aka ROMS / Competencies) and Elsevier Skills Website.

When accessing ROMS Checklists, users can single click a hyperlink and the web browser will link to user

/ skills specific elements on the Elsevier website where they can access learning materials pertaining to

the particular skill (including, where applicable, videos and training documents and tests), as well as

review (read only) the specific competencies to be evaluated by a Proctor.

A Proctor (processor, validator, etc.), assigned through the LMS, can link to proctor / user / skills specific

web pages, where they can review user test results, then complete their competencies evaluation

Upon completion by the Proctor, the skill Completion will be auto-updated in the LMS ROMS details.

Proctors can enter additional info directly into the ROMS details page (e.g. Metric, comments) and users

can enter comments, as per the current system.

After completion of LMS Skills Checklists, ROMS completion info is available at multiple levels including

reports, roster and profile / enrollments. Checklist links will continue to allow access to the Elsevier user

/ skills for a more detailed review and audit / reporting purposes.

This document provides step by step instructions for both Elsevier Skills setup and operation from

Admin, Instructor / Proctor and User standpoints.

Please note, this is version 1.0 of the Elsevier Skills Integration. Further capabilities, such as greater reporting from the Elsevier

site and greater transfer of data from Elsevier to Centerline LMS are being reviewed for future updates.

Page 3: CENTERLINE ELSEVIER SKILLS MODULE

Centerline – Elsevier Skills Module - Quick Guide

1. Add Elsevier Skills to Client LMS (Learnsoft / CSA)

2. Select Allow ROMS Checkbox & Add Selected Elsevier Skills to Learning Object (CSA /

Admin / Course Admin or Instructor)

3. Select Force ROMS (optional) & Assign Instructor / Proctor to Learning Object Instance

(CSA / Admin / Course Admin or Instructor)

4. Assign / Enroll User in Learning Object Instance (CSA / Admin / Course Admin or Instructor

/ Manager / User)

5. After User takes Course, Instructor Updates Course Completions (CSA / Admin / Course

Admin or Instructor)

6. User Reviews Elsevier Skills / Takes Test (User)

7. Instructor / Proctor Updates Skill Results (Proctor)

8. Review Results

a. Review Skill Completion Info – Data on LMS (CSA / Admin)

b. Review Skill Completion Info – Data on Elsevier Website (CSA / Admin / / Course

Admin or Instructor / Manager)

Page 4: CENTERLINE ELSEVIER SKILLS MODULE

Centerline – Elsevier Skills Module Set-up - Step by Step

Add Elsevier Skills to Client LMS - Step by Step

Overview: Elsevier Skills can be loaded one at time or en masse via Excel uploader to the LMS

system. It is recommended that Learnsoft’s Development Group perform the initial bulk upload

and once tested and approved by the client, Admin can upload future / incremental updates.

Note: In the initial release of the Elsevier Skills module, when utilized, only the top level skill description itself will

populate in the LMS Skills / ROMS sections. Future versions may prepopulate additional fields and / or subskills. Your

Learnsoft Project Manager can work with you on customizations (charges may apply) required for your organization.

1. Request Project Manager to add Elsevier Skills to LMS System

a. Learnsoft Project Managers can arrange to add lists of Elsevier skills saved in a

predefined Excel format into the LMS. See image below for a screen clip of Elsevier skills saved in a predefined Excel format with

sample data. This was provided directly by Elsevier.

b. Upon successful upload, the Elsevier skills will be visible in the Skill List (Advanced

Menu > User Management > Skill)

Page 5: CENTERLINE ELSEVIER SKILLS MODULE

c. Clicking on the Name of a Skill, will show the Skill Detail Page, with the link to the

Elsevier site shown in the Objective URL field.

2. Admin Bulk Entry of Elsevier Skills to LMS System

Note: This will show how an CSA (or Admin with access to Skills) can add Elsevier skills in bulk. This assumes the skills

have been provided in the above preformatted version. If client is looking to add skills one by one, please see the Skill

section of the LMS Help Wiki.

a. Access the Skill List (Advanced Menu > User Management > Skill)

b. Click on the Actions button to bring up the Actions Menu

c. Click on the XLS Upload Hyperlink to access the Bulk Excel Uploader Template.

Open the file, add the preformatted data and Save locally. Note: During initial development of this document Description, Objective URL and Vendor

Skill ID Fields are available. Future version may open other fields.

Note: If file is already formatted, skip to step d.

Page 6: CENTERLINE ELSEVIER SKILLS MODULE

d. In the Actions Menu, click the Browse button to open the Windows Explorer

system, navigate to the saved file, select and click Open.

e. The screen will close and the path for the selected file will fill the upload text box.

Click Upload.

f. The Excel Import / Upload process may take a few minutes. When completed, the

Actions Menu will close and the processed files will be added to the Skill List. Note: Make sure to review to ensure all skills / Objective URL Links were added correctly.

Page 7: CENTERLINE ELSEVIER SKILLS MODULE

Select Allow ROMS Checkbox & Add Selected Elsevier Skills to

Learning Object - Step by Step

Overview: Elsevier Skills become available for use by users / proctors by adding them to the

Available Objectives section of a Learning Object’s Details (This is part of the Management

Impact Module, aka ROMS. See the ROMS User Guide in the LMS Help Wiki for additional detailed

step by step instructions for adding objectives to a Learning Object). Below are instructions to

add Elsevier Skills to the Available Objectives section.

Note: In the initial release of the Elsevier Skills module and creation of this documentation, version 4.5 of the ROMS

module is being showcased. This is currently in process of an enhancement and screenshots below may differ from the

updated version.

1. Create / Update / Save the Learning Object to which you wish to add Elsevier skills. Make

sure to select the Allow ROMS check box.

2. Access the Learning Object Details & scroll down to the Available Objectives Section

a. After a Learning Object has been created and saved, the Available Objective

Section will become available for use. During the initial creation process, prior to

saving, this section is not yet enabled.

Note: Make sure you are NOT in EDIT MODE.

Page 8: CENTERLINE ELSEVIER SKILLS MODULE

3. There are two methods to Add Objectives. Step by step details for each appears below:

a. Add Objectives One at a Time Note: This method allows greater detailed entry of Objective parameters.

b. Add Objectives in Bulk Note: This method allows easier lookup and quick addition of multiple objectives. Even if this

method is used, you may need to edit each objective to add additional parameters.

Add Objectives One at Time

1. In the Available Objectives Section, click the New Objectives button to bring up the Add

Learning Object ROMS / Learning Object Objectives detail screen

2. Use the Competency / Skill dropdown selector, scroll to find, then select the Elsevier Skill

you wish to add to this Learning Object.

a. Once selected the skill will show in the Competency / Skill* field and the

corresponding link to the Elsevier website will show in the Objective URL field. Note: Currently, The Competency / Skill dropdown displays skills in the order in which they were

entered into the system. If wishing for a more refined search use the Bulk Upload button / method

outlined in the next subsection.

Page 9: CENTERLINE ELSEVIER SKILLS MODULE

3. Fill in the additional fields.

a. Display Order – (Required) This is the order in which multiple skills will be displayed

in the competencies / skills checklist when viewed by the user / proctor. 1 will

appear at the top and, 2 will appear second, just below, etc.

b. Require Approval Checkbox – Originally designed to allow Proctor to select if this

skill should apply to a specific user. The general current practice is to check if

require completion is checked.

c. Require Completion – Check if this skill requires a Proctor / Validator or similar to

approve completion of a skill. If the user can self-monitor, then leave unchecked.

d. Objective – (optional) Allows you to list specific Objectives that will be reviewed

when determining if the competency / skill is complete. For Elsevier skills, since

these individual items will be reflected when accessing the Elsevier skill details

through a graphic link, it is recommended to put a message letting the user know to

access the graphical link, such as “Click the link to the right to access the list of

individual objectives”

e. WBT Type: - When using Elsevier skills, select the AICC option. (For other skills, this

may be optional, but should match the CBT type when accessing external data).

f. Duration – (Required) The length of time, in days a user has to complete the skill

successfully. Example, if thirty days, enter 30.

Page 10: CENTERLINE ELSEVIER SKILLS MODULE

4. Once all the info has been entered click the Save button. The screen will close and the

Elsevier skill will now be added to the Available Objectives Section.

Note: If wishing to edit, click the edit pencil icon ( ) to the right.

5. Repeat as needed until all skills for this Learning Object have been entered. Note: Skills will list from top to bottom in ascending order dependent upon the Display Order

entered when creating the skill. Only 5 skills will display. To show more, click the Show More

Objectives Link.

Page 11: CENTERLINE ELSEVIER SKILLS MODULE

Add Objectives in Bulk

1. In the Available Objectives Section, click the Bulk Upload button to bring up the Skill

Lookup / Skill List screen

2. Use column sort capabilities & the Filter tool (magnifying glass icon ( to help find the

skills you wish to add.

Note: Current filter options allow search by Skill Name, Vendor and Skill

Code.

3. Select the checkbox to the far left of the line of each skill you wish to bulk add to this

Learning Object.

Page 12: CENTERLINE ELSEVIER SKILLS MODULE

4. Click the Add Skill button.

5. The Skill Lookup / Skill List window will close and the skills will be added to the Available

Competencies section. Note: You may need to scroll down to see the section.

6. Click the edit / pencil icon( ) to view details of any specific competency line item.

a. The following sections will be prepopulated:

Duration – (Required) Blank. You must enter.

Display Order – (Required) Will be auto-assigned. You can change.

Require Approval Checkbox – Auto-selected.

Require Completion – Auto-selected.

Objective URL – Auto-Entered with link to Elsevier Site.

b. Edit / Update to add additional parameters as required. When finished, click the

SAVE button

7. Repeat as needed until all your parameters and objectives have been successfully added

to the Learning Object.

Page 13: CENTERLINE ELSEVIER SKILLS MODULE

Select Force ROMS (optional) & Assign Instructor / Proctor to

Learning Object Instance

Overview: Once a Learning Object has been set-up, Allow ROMS checkbox selected and Skills

added to the Available Objectives Section, each associated Learning Object Instance (aka Class

scheduling) needs to have an Instructor / Proctor added who will ultimately approve the skills

on the Elsevier site (linked through the LMS Checklist). Additionally, if making the completion of

Objectives mandatory each LOI needs to have the Force ROMS checkbox selected.

Note: In the initial release of the Elsevier Skills module and creation of this documentation,

Proctors must have Instructor Rights assigned and must be assigned to an LOI. Future versions

may separate Proctors / Instructors.

1. Create / Update / Save the Learning Object Instance(s) to which you wish to require

Elsevier skills.

Note: If updating, make sure to enter Edit Mode.

2. Make sure to select the Force ROMS check box for each LOI.

3. Select the Instructor / Proctor who is responsible for completing the Elsevier Skills

Checklists 1. Note: In initial version, select an Instructor. From an LMS standpoint, any LMS authorized

Instructor or Admin can update, so limiting to specific Proctors will require operational

operating procedures at client level. An future update to the ROMS module may separate

instructors and proctors.

4. After all updates are entered, click Save or Save and Exit to save changes.

Page 14: CENTERLINE ELSEVIER SKILLS MODULE

Assign / Enroll in Learning Object Instance

Overview: Elsevier Skills become available for use by users / proctors through a Checklist object

that is a link in the My Courses (similar to links to tests, evaluations, etc). Access becomes

available as soon as a user is successfully enrolled into a Learning Object Instance (of a Learning

Object containing Skills).

Use your normal processes to Assign Users, Enroll Users or allow Users to Enroll in the desired

Learning Object instance.

Note: See the LMS Wiki for details on Assignments, Search and Enroll options if needed.

1. Upon successful enrollment (assignment) into a Learning Object Instance of a Learning

Object, the Checklist Icon link ( ) will appear in the My Task (Displaying Courses) section

of the Overview Tab / User Dashboard.

Note: Clicking this icon will bring up the ROMS checklist with links to the Elsevier Skills. See

next section for details.

Page 15: CENTERLINE ELSEVIER SKILLS MODULE

After User Completes Course, Instructor Updates Class Completion

(Per Normal Methods)

Overview: As per normal classes, for Instructor Led Training, the Instructor is required to mark

the user Complete in the Class Roster. If there are competencies associated with such a course,

then after the User is marked Complete by the instructor, the User’s status will change to Class

Session Complete. Once the associated Competencies are marked Complete by the Proctor, the

User’s class session automatically will be marked as Complete and move to the User’s

Transcript.

1. Use your normal process to access the Roster.

2. Update the User’s status to Complete (or the appropriate result). 1. User will be placed into status of Class Session Complete until Elsevier Competencies are marked

as completed by proctor. After both class and competencies are marked completed status will

change to Complete.

Note: If user moves to completed status without Proctor Updating Competencies, this

may mean that the Learning Object Instance did not select the Force ROMS checkbox.

Page 16: CENTERLINE ELSEVIER SKILLS MODULE

User Reviews Elsevier Skills / Takes Test

Overview: Once a User enrolls (is enrolled or assigned) in a Course with associated Elsevier

Competencies, a listing of skills is available via a simple click of the Checklist icon ( ) available

when viewing the course listed in the My Task (Displaying Courses) section of the Overview Tab

/ User Dashboard.

Once the Skill Checklist is displayed, the User, simply clicks the Launch icon / hyperlink ( )

to the right of the Elsevier Competency / Skill they wish to review.

Using the Learnsoft Elsevier Skills Module API, clicking the link will bring the User to a Skill / User

specific section hosted on API servers. Here the User can review info pertaining to the specific

competency, play related videos, preview (but not update) the Objectives / Tasks associated

with the competency they will be required to perform with a proctor and take a skill specific

test.

Depending on the specific Client requirements, User access (and possibly test completion) may

be required prior to a Proctor testing the User’s demonstrated performance of the specific

competency (/ individual objectives).

The User is able to also access the LMS details for each competency, review, but not update, any

info entered by the Proctor and enter their comments.

Finally, once the course and Competencies are both marked completed, the User will be able to

access and review this information by accessing the Checklist in their Overview / User

Dashboard Transcripts or in the Enrollments Section of their Profile.

Note: In the initial release of the Elsevier Skills module and creation of this documentation,

version 4.5 of the ROMS module is being showcased. This is currently in process of an

enhancement and screenshots below may differ from the updated version

Page 17: CENTERLINE ELSEVIER SKILLS MODULE

1. To review Elsevier Skills associated with a course in which the User is enrolled, navigate to

the specific course in the My Task (Displaying Courses) section of the Overview Tab / User

Dashboard. The Checklist Icon link ( ) will appear to the right of the Course name.

2. Click the Checklist Icon link ( ) to bring up the ROMS Checklist. This will display a list of

all the Available Objective / Elsevier (and other if added) Competencies / Skilled required.

Note: Skills will list from top to bottom in ascending order dependent upon the

Display Order entered when creating the skill. Only 5 skills will display. To show

more, click the Show More Objectives Link.

3. Click the Launch Icon / text link ( ) to the right of the Competency you wish to

review.

Page 18: CENTERLINE ELSEVIER SKILLS MODULE

4. The Learnsoft Elsevier Skill Module API will launch and bring up the specific skill on

Elsevier servers in a new window. Select the Subtabs (Quick Sheet, Extended Text,

Supplies, Demos, Illustrations, Test, Checklist) to access training materials pertaining to

this skill

a. Checklist subtab.

Initial view. For a User, the Checklist is in READ ONLY form.

b. Quick Sheet subtab.

Page 19: CENTERLINE ELSEVIER SKILLS MODULE

c. Extended Text subtab.

d. Supplies subtab.

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e. Demos subtab.

f. Illustrations subtab.

Page 21: CENTERLINE ELSEVIER SKILLS MODULE

g. Test subtab.

5. When ready to take the test, click the Test subtab. Take the test and click the Save

button.

Note: Some clients require completion of this test before a proctor will review your

actual performance and completion of the checklist.

6. When finished with the Elsevier Competency, click the X in the upper right hand corner to

close the window. You will return to the checklist window. If wishing to view ROMS

details where you can enter comments:

a. click the Edit pencil icon ( ) in the Edit Column to the right of the competency.

b. This will launch the ROMS details for this competency in a popup window.

Note: Some clients require completion of this test before a proctor will review your

actual performance and completion of the checklist.

Page 22: CENTERLINE ELSEVIER SKILLS MODULE

c. The User can review (read only) all sections, but they may also add their

comments (read / write) in the Student comments section.

Note: Some clients require completion of this test before a proctor will review your

actual performance and completion of the checklist.

To save the comments, click Save. To cancel or simply return, click Cancel

d. Repeat for each Available Objective. When Completed, click the Cancel button in

the top corner.

Page 23: CENTERLINE ELSEVIER SKILLS MODULE

e. This will close the ROMS Checklist window and return the User to the original User

Dashboard / My Task / Course Listing screen.

Page 24: CENTERLINE ELSEVIER SKILLS MODULE

Proctor Completes Elsevier Competency Checklist

Overview: Once a User enrolls (is enrolled or assigned) in a Course with associated Elsevier

Competencies, a listing of skills is available via two processes:

1. (Original) A simple click of the Checklist icon ( ) available when viewing the LOI

Session List / Class Roster.

2. (NEW) A simple click of a new Competencies need signoff link which has recently been

added to the Instructor Dashboard.

Using either method, the Proctor, simply clicks the Launch icon / hyperlink ( ) to the right

of the Elsevier Competency / Skill they wish to review to determine if the User is competent.

Using the Learnsoft Elsevier Skills Module API, clicking the link will bring the Proctor to a

Competency subtab of the Skill / User specific section hosted on Elsevier servers.

The Proctor can mark the performance (and, optionally, add comments) for each separate

objective and for the Competency overall. Upon Saving, the Proctor’s Approval (or not) will be

updated by Learnsoft Elsevier Skills Module API on the ROMS competency Checklist

If desired, the Proctor can add additional comments, metrics, etc. in the ROMS competency

checklist. (The New method allows for marking items / adding comments in bulk).

Finally, once the course and Competencies are both marked completed, the Proctor will be able

to access and review this information (in read only format) afterwards by either accessing the

Checklist in the roster or accessing the Competency / Skill List in the Instructor Dashboard.

Note: In the initial release of the Elsevier Skills module and creation of this documentation,

version 4.5 of the ROMS module is being showcased. This is currently in process of an

enhancement and screenshots below may differ from the updated version

Page 25: CENTERLINE ELSEVIER SKILLS MODULE

METHOD 1 - (Original) A simple click of the Checklist icon ( ) available when

viewing the class roster.

1. To access the Elsevier Skill checklist using the original Checklist in the Roster method, click

on the Checklist hyperlink to the right of the name of the user in the Session List / Roster

of the specific Learning Object Instance.

2. This will display a list of all the Available Objectives / Elsevier (and others if added)

Competencies / Skilled required.

Note: Skills will list from top to bottom in ascending order dependent upon the

Display Order entered when creating the skill. Only 5 skills will display. To show

more, click the Show More Objectives Link.

3. Click the Launch Icon / text link ( ) to the right of the Competency whose Elsevier

checklist you wish to access.

Page 26: CENTERLINE ELSEVIER SKILLS MODULE

4. The Learnsoft Elsevier Skill Module API will launch and bring up the specific Checklist on

Elsevier servers in a new window. Because the Proctor is accessing, this page will be

updateable (Read / Write) by the Proctor. It is the Proctor’s responsibility to complete

and save this checklist for the user to receive credit for the competency. To do so:

Note: The below uses a Sample checklist provided by Elsevier. Your actual

checklist and functionality may differ. Please refer to Elsevier for any

specific information as to how to complete the checklist.

a. If wishing to Print the checklist, click the Print Checklist icon / link

b. To Assign a Universal Grade to all the Steps, click the appropriate Satisfactory,

Unsatisfactory, Not Performed.

Note: This will prepopulate all the steps with the selected grade. You can

override manually as required.

Page 27: CENTERLINE ELSEVIER SKILLS MODULE

Screenshot with Assign Universal Grade set to Satisfactory and each Step auto prepopulated with Satisfactory.

c. Review each Step of the checklist and assign the appropriate grade and enter any

comments.

d. Repeat above for each step. Scroll down form as necessary. Once completed

enter Overall Comments and a Final Grade.

Note: If still in progress / not yet completed, click the Grade selection “In-

Progress” to save your updates and allow you to pick up where you left off

upon returning to the skill.

Page 28: CENTERLINE ELSEVIER SKILLS MODULE

e. Click the Save button to Save the results (Click Clear to clear the page and start

again). You may be asked to confirm.

f. A confirmation will appear upon successful Save.

g. Click the X in the Upper Right hand Corner of the Browser Window to Close the

Elsevier Competency Window and Return to the Checklist.

h. The Checklist’s Approved / Complete Checkoff for this competency will be auto

updated once you Pass the User and save the form.

Note: You may need to refresh the checklist (close checklist, then reopen

to see the updates)

5. Repeat above for each competency to which you are assigned.

6. You may also use the ROMS competency details page to select additional metrics, review

User comments and / or make additional comments.

Page 29: CENTERLINE ELSEVIER SKILLS MODULE

METHOD 2 - (NEW) A simple click of a new Competencies need signoff link

which has recently been added to the Instructor Dashboard.

1. To access the Elsevier Skill checklist using the NEW Competencies need signoff link

method, navigate to the Overview tab, click on the Group dropdown and select

Instructor.

2. The Screen will refresh and the Instructor Dashboard will be shown. A new link showing

the number of competencies that are active and awaiting your update appear in the upper

left corner, just above the Instructor Rating

Note: Below, the link shows “49 Competencies needs signoff”

3. Click on this link.

Note: Below, the link shows “49 Competencies needs signoff”

4. The screen will refresh and the bottom half of the screen will update to show Competency

/ Skill List.

Page 30: CENTERLINE ELSEVIER SKILLS MODULE

Note: By default, this will display all ACTIVE Competencies assigned for you to

update.

5. Use the Column Headers to sort in ascending / descending order and the filter tool

(magnifying glass icon – ) to limit to specific courses, competencies, users, dates, etc.

Note: Example below shows filter by Course and sort by Competency

6. Click the Launch Icon / text link ( ) to the right of the Competency whose Elsevier

checklist you wish to access.

Page 31: CENTERLINE ELSEVIER SKILLS MODULE

7. The Learnsoft Elsevier Skill Module API will launch and bring up the specific Checklist on

Elsevier servers in a new window. Because the Proctor is accessing, this page will be

updateable (Read / Write) by the Proctor. It is the Proctor’s responsibility to complete

and save this checklist for the user to receive credit for the competency. To do so:

Note: The below uses a Sample checklist provided by Elsevier. Your actual

checklist and functionality may differ. Please refer to Elsevier for any specific

information as to how to complete the checklist.

a. If wishing to Print the checklist, click the Print Checklist icon / link

b. To Assign a Universal Grade to all the Steps, click the appropriate Satisfactory,

Unsatisfactory, Not Performed.

Note: This will prepopulate all the steps with the selected grade. You can

override manually as required.

Page 32: CENTERLINE ELSEVIER SKILLS MODULE

Screenshot with Assign Universal Grade set to Satisfactory and each Step auto prepopulated with Satisfactory.

c. Review each Step of the checklist and assign the appropriate grade and enter any

comments.

d. Repeat above for each step. Scroll down form as necessary. Once completed

enter Overall Comments and a Final Grade.

Note: If still in progress / not yet completed, click the Grade selection “In-

Progress” to save your updates and allow you to pick up where you left off

upon returning to the skill.

Page 33: CENTERLINE ELSEVIER SKILLS MODULE

e. Click the Save button to Save the results (Click Clear to clear the page and start

again). You may be asked to confirm.

f. A confirmation will appear upon successful Save.

g. Click the X in the Upper Right hand Corner of the Browser Window to Close the

Elsevier Competency Window and Return to the Competency / Skill List.

h. The Approved / Complete Checkoff for this competency will be auto updated once

you Pass the User and save the form.

Note: You may need to refresh the page to see the updates

5. Repeat above for each competency to which you are an instructor.

6. You may also use the ROMS competency details page to select additional metrics, review

User comments and / or make additional comments. Using the NEW Competencies need

signoff link method, you may make these updates for multiple competencies or multiple

users at the same time. There are three main methods to do so:

(Original) FULL UPDATE ONE COMPETENCY ITEM AT A TIME

(NEW) QUICK UPDATE – MARK ITEM BY ITEM / UPDATE ITEM(S)

(NEW)QUICK UPDATE – SINGLE MARK UP FOR MULTIPLE ITEMS

Page 34: CENTERLINE ELSEVIER SKILLS MODULE

1. (Original) FULL UPDATE ONE COMPETENCY ITEM AT A TIME

Note: See ROMS How-to-Guide, available in the LMS Admin WIKI System,

for more complete instructions as to how to update ROMS.

1. Filter / sort to find the desired competency line item to update,

2. Navigate to the far right Actions column and click the Pencil icon /

View Link to bring up the ROMS Details page for this specific

competency line item.

a. (Optional) Review any Read Only info including

Competency / Skill, Objective and Student comments as

needed.

b. (Required) Check the Approved and Complete checkboxes

Page 35: CENTERLINE ELSEVIER SKILLS MODULE

c. (Optional) Add a Metric, select a Metric Type, Add a Score,

Add Manager Comments in their respective sections.

d. Click the Save button to update and save this record (Click

Cancel if wishing to undo and not save updates).

e. The Screen will refresh and updates will be saved. Note, if

marking Complete the specific line item will no longer be

visible as the default view is to only show Actively

Assigned items (You can still review by using the

magnifying glass and changing the filter to view Completed

or All)

f. Repeat as necessary for each item

Page 36: CENTERLINE ELSEVIER SKILLS MODULE

2. (NEW) QUICK UPDATE – MARK ITEM BY ITEM / UPDATE ITEM(S)

Note: This method is designed to let you quickly update

one or multiple competency line items in a single page

view (No need to click the pencil icon to go to a separate

details page). You can make mark-ups to each line item,

then update individually or all at once.

1. Filter / sort to find the desired competency line item to update,

2. Navigate to the far right Actions column

a. (Required) Check the Complete checkbox

b. (Optional) Click the Select Options Dropdown and Select

the Metric from the prepopulated list

Page 37: CENTERLINE ELSEVIER SKILLS MODULE

c. (Optional) Click in the Comments text box and Type in any

comments.

d. Repeat as necessary for each competency item on the

page

e. Click the Actions button to bring up the Actions Screen

f. Click the Update Check List button

g. The Screen will refresh and updates will be saved. Note, if

marking Complete the specific line item will no longer be

visible as the default view is to only show Actively

Assigned items (You can still review by using the

magnifying glass and changing the filter to view Completed

or All)

Page 38: CENTERLINE ELSEVIER SKILLS MODULE

3. (NEW)QUICK UPDATE - SINGLE MARK UP FOR MULTIPLE ITEMS

Note: This method is designed to let you quickly update

multiple competency line items at once. The metrics

selected and comments added will apply universally to the

selected items.

1. Filter / sort to find the desired competencies you wish to update

2. Click on the Checkbox to the far right of each competency line

item you wish to update as part of the multiple items update

3. Click the Actions button to bring up the Actions Screen

a. (Required) Use the Checklist Options dropdown box and

select Complete

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b. (Optional) Click the relevant Metrics below Select Options

Text

c. (Optional) Click in the Comments text box (to the left of

the Update Check List button) and Type in any comments.

d. Review entries and when ready, click the Update Check

List button

e. The Screen will refresh and updates will be saved. Note,

the selected line items will no longer be visible as the

default view is to only show Actively Assigned items (You

can still review by using the magnifying glass and changing

the filter to view Completed or All)

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Reviewing Elsevier Sill Completion Results

Overview: Elsevier skill completion information is accessible in viewable, printable and

exportable formats in the LMS system and on the Elsevier site, linked through the LMS system.

There are two main methods to access this information.

1. Review Elsevier Skill Completion Results stored in LMS

Top level completion information passed from Elsevier to LMS ROMS system

and information manually entered by proctor / user in ROMS system is

available through ROMS reports, checklists and proctor competencies.

2. Review Elsevier Skill Completion Results stored in Elsevier Servers

Detailed Step by Step proctor marked up results of Elsevier competencies

are available through LMS links to the Elsevier servers found in the

checklists and proctor competencies

Below, this document will detail how to access this information.

Note: In the initial release of the Elsevier Skills module, specific details of the step-by-step processes and proctor

determination of competency are stored on the Elsevier site. The data for each skill can be individually access through

a link from the LMS and both viewed and printed, but at this time Elsevier only passes Completion status to the LMS,

so the LMS data (unless marked separately as part of the ROMS module) shows the final completion info. This may

adjust in future versions if Elsevier exposes more information to the LMS.

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Review Elsevier Skill Completion Results stored in LMS

Overview: Elsevier / ROMS Skill information is available in Report format in the LMS in multiple

locations. The ROMS reports will list the Course, relevant dates, each skill, completion status,

assignment / completion date information, and, if entered, metrics, scores, user and proctor comments.

Reports can be accessed (depending on user groups and permissions) via the User Profile (both at the

top level and through the checklists associated with each learning object containing Elsevier / ROMS

competencies), in the checklist link through the Roster and in the Reports section. Below, we detail

accessing via each method.

Note: LMS Report and Checklist information shows top level skill

and completion info from each Elsevier Competency and additional

Metric, Score, User and Proctor Comments info if added to the skill

using the LMS ROMS system. It does not list or show the results for

the individual Elsevier STEPS. Those are accessible via links through

the LMS checklist to the Elsevier Site. See next section for details.

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View / Print ROMS Report from the User Profile or Roster

1. Access User list from Team tab or Advanced View / Users. Select specific User to

bring up Profile / User Details.

2. Click on (new) Print Checklist button on top right of page. A ROMS report, listing all

ROMS will launch in new pop-up window.

3. Viewer can view on screen (navigate as needed to correct LO / ROMS), print

(exports to PDF which can print) or export to different format (pdf, excel, etc).

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View / Print ROMS Report or view Checklist details from the Checklist accessed via User Profile or

Roster

1. Depending on group permissions and preference, access the Checklist for the

specific user / course.

a. If in User Profile, access enrollments tab, scroll to specific Course and click

the Checklist Link for line item details

b. If in the Session List / Roster, click the Checklist link next to the user name.

2. The Checklist (ROMS – Course Details) will launch in a new window.

a. To View Checklist Details - Click the edit link (Pencil icon ( ) of any line item

to see specific information.

i. Click Cancel to close the window.

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b. To Print the Checklist Report, click on (new) Print Checklist button.

i. A ROMS report, listing just the ROMS for this LO will launch.

ii. Viewer can view on screen (navigate as needed to correct LO /

ROMS), print (exports to PDF which can print) or export to different

format (pdf, excel, etc).

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View / Print ROMS Report from the Reports Tab

1. From Reports tab, access desired ROMS Report (there may be more than one).

2. Enter User and / or Course info and any other filters.

3. Click View Report.

4. A ROMS report, listing ROMS for selected parameters will become available. Navigate

to correct info as necessary.

5. Viewer can view on screen, print (exports to PDF which can print) or export to different

format (pdf, excel, etc).

4. Viewer can view on screen (navigate as needed to correct LO / ROMS), print

(exports to PDF which can print) or export to different format (pdf, excel, etc).

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View / Print ROMS details from the Proctor Competencies accessed from Instructor Dashboard

1. Access Instructor Dashboard by navigating to Overview Tab and use the Group

dropdown to select Instructor.

2. Click the (##) Competencies needs signoff link.

3. The page will refresh and the Competency / Skill List will show in the bottom

section.

4. Use the Filter tool (magnifying glass icon ( ).

a. By Default Assigned (not completed) Competencies are shown. To review

completed items, choose the far left Displaying dropdown and change to All

or Completed

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5. The screen will refresh. Sort and filter as necessary to find desired competency(ies)

to review.

6. Click the Edit link (pencil icon ( ) if wishing to review additional details.

a. Click Cancel to close the window.

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Review Elsevier Skill Completion Results Stored in Elsevier Servers

View / Print Elsevier Skill Completion Results – Accessed from Checklist in Roster or User Profile

1. Depending on group permissions and preference, access the Checklist for the

specific user / course.

If in User Profile, access enrollments tab, scroll to specific Course and click

the Checklist Link for line item details

If in the Session List / Roster, click the Checklist link next to the user name.

2. The Checklist (ROMS – Course Details) will launch in a new window.

3. To View Elsevier Step by Step Checklist Details - Click the Launch icon / link ( ) of

any line item to see specific information. A new window will open linking to the step

by step checklist details on the Elsevier Server

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4. Click the Print Checklist button to print.

5. When done, close window by clicking X in upper right hand corner.

6. Repeat as required for each Elsevier Line Item for which you wish to view / print

details.

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View / Print Elsevier Skill Completion Results – Accessed from Instructor Dashboard

1. Access Instructor Dashboard by navigating to Overview Tab and use the Group

dropdown to select Instructor.

2. Click the (##) Competencies needs signoff link.

3. The page will refresh and the Competency / Skill List will show in the bottom

section.

4. Use the Filter tool (magnifying glass icon ( ).

a. By Default Assigned (not completed) Competencies are shown. To review

completed items, choose the far left Displaying dropdown and change to All

or Completed

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5. The screen will refresh. Sort and filter as necessary to find desired competency(ies)

to review.

6. Click the View hyperlink if wishing to see specific information. A new window will

open linking to the step by step checklist details on the Elsevier Server

7. Click the Print Checklist button to print.

8. When done, close window by clicking X in upper right hand corner.

9. Repeat steps 3-8 as required for each Elsevier Line Item for which you wish to view /

print details.