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Warning

This content is deprecated; it has been replaced by the orientation presentation and other newer modules based on Pathways and NGLP.


Info
titleSummary

This module introduces the Member Profile pages and demonstrates how to use them as both a Practitioner and as an Administrator.Practitioners are the people (or doggies!) that are using LearningBuilder to obtain a license or credential. 

In the TRAINING database, good examples of Practitioners are:


Sample Scenario

http://training.learningbuilder.com

Info

This training module makes use of two members in the training database:uses Chewy Jones

is

, a friendly, frenetic, and somewhat orally-fixated Jack Russell Terrier

that just recently earned his Certified Office Dog credential

, to introduce the Practitioner interface. You'll

use Chewy's account to explore the Member Profile features from the "front end".
  • Arlene Admin is one of the administrative users at the American Society of Office Dogs. She sometimes handles customer support calls, and you'll use her account to explore the Member Profile features from the admin area.
    • Step 1: Explore the front end as Chewy

    get a brief introduction to the main areas of the site and how to use them to manage your account details, view existing credentials, and start new applications.


    Step 1: The Application List page

    The primary reasons that Practitioners use LearningBuilder are to manage their existing credentials and to apply for new credentials. Both of these processes are performed using "Applications", so the Application List page is the primary entry point into the system for Practitioners.

    Steps

    1. Log in as TheNominator@example.com, with password "Passw0rd". (The data security team tells us this is the worst password in the world, but we thought making our trainees type in a random, 32-character alpha-numeric string was a bit much, so we insisted. You're welcome.) 
      By default you'll probably land on the Application List page first, so click
      If you're already logged in, click on My Cycle → Applications.

    2. The Application List is the default landing page for a Practitioner. It displays applications that you've completed, that you have in-progress, and that you are eligible to begin.
      Image Added




    Info
    titleTerminology

    The concept of an Application is core to LearningBuilder, but the terminology used to refer to that concept is configurable.

    Behind the scenes we call these things Learning Plans, and that's the terminology that some of the more technical training will use. 

    Some clients have special name for their applications (such as a "Continuing Competence Record"), others just call them "applications". We generally configure LearningBuilder to reflect the desired terminology of each client.


    Step 2: The "My Account" page

    The "My Account" page is the hub for all profile-related stuff in LearningBuilder. 

    Steps

    1. Click "My Account" in the upper-right hand section of the page.

    2. The "My Account" link takes you to the Account Details page, which is the hub of all account-related stuff in LearningBuilder. From this page you can view and edit your account details, view the Roles that have been assigned to your account (often representing credentials you've earned), and begin new application paths.



    3. Go ahead and click around to explore the page. You can change the password, edit the name and demographic details, view the payment and communication history, etc. (Yes, that's a cop out on our part, but do you really need us to hold your hand for those things?)



    Info
    titleRelated Content

    If you haven't already seen it, the training module on Reviewing an Application provides some background information on how doggos come to be certified in the first place.


    Step

    2: Explore the admin area as Arlene

    3: The "Communications History" page

    Steps

    Log in as admin@example.com using that same super-secret Passw0rd to log in as Arlene.
    Navigate to Admin → Members and run a search for "Chewy"
    Image Removed
  • Click the "edit" icon to view Chewy's account details. Note that as an administrator, you have access to way more functionality than Chewy did himself. Membership has its perks, eh?
    Image Removed
    • Info
    titleRole-specific functionality

    This is a common pattern in LearningBuilder, where different users have access to the same user interface, but where different features are enabled based on user permissions.

    Technically speaking, each Role is associated with a set of permissions in the system, and the Roles assigned to a user govern the things that user can do in different parts of the site.

    We'll cover this in more detail in a later module.

    What's Next?
    1. Within the My Account area, click on Communications in the blue navigation bar.

    2. The Communications History page shows a list of all notifications that have been sent to your account. This can be really useful if you need information that has been sent to you and you can't find the email or can no longer access an old email account.
      Image Added


    Info
    titleEmail usage on the Training site

    To prevent the training system from being used to spam people, LearningBuilder's "email override" feature is enabled. This feature redirects all outgoing email to a specific email address.

    Unless you're one of the people that set up the Training system in the first place, this means that any emails you generate while using this system won't actually get delivered to you.

    Fear not, brave trainee! The Communications History page will let you view the details of those emails directly within LearningBuilder. Sadly, you'll just have to imagine the "You've Got Mail!" sound effect.


    What's Next?

    Now that you know your way around as a Practitioner, move ahead to the Operator orientation.

    (It's OK if you're feeling a bit disoriented at this point. Our psychiatric team is fairly certain that any personality disorders brought on by all the persona switching will be temporary.)