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Totara 2.9 Training Trainer: James Gale

AGENDA

1. Logging in & Navigation2. Create categories3. Course design

o Layouto Settingso Admin region inc Banner blocko Blocks

o Forum blocko Creating templates (backup & restore)

4. Activities & Resourceso Face-to-face (Classroom)

o Settings/room management/custom fieldso Creating wait-listso Declare session interesto Session approval (Manager/Admin)o Managing attendance

AGENDA

4. Activities & Resourceso Forums

o Typeo User subscriptiono User Profile settings

5. Completionso Activity completiono Overall course completions

6. Course Badgeso Creating Badgeso Badge Criteria

7. Enrolmento Manualo Self-enrolmento Audience

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AGENDA

8. HR Importo Totara upload processo Org.csv fileo Users.csv fileo Reviewing Totara Sync logso SFTP upload process (demo)

9. Overview of Users profileo User passwordso Management hierarchy (users manager)

10. User Roleso Default/Bespoke System roles

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AGENDA

11. Audience Managemento Set and Dynamic Audienceso Using user data to define rules (Dynamic

audiences only)o Assigning dashboardso Enrolling learning

12. Manager/Learner Dashboards o Maintenanceo Specific block attributes/settings

o Get Startedo Helpo Forums

o Typeo User subscriptiono User Profile settings

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AGENDA

13. Guest Logino Page/block configurationo Guest enrolment

14. Reportingo Viewing Reports

o Using filterso Saving filtered searcheso Adding/removing columnso Scheduling reports

o Report Buildero Embedded Reports e.g. Team Memberso User Generated Reports

o Using the report source documento Creating Reportso Report Components – Columns, Filters, Content

(User Access) and Performance

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Training User Profiles

Name User ID Password

Lewis admin1 Kineo123$Nina admin2 Kineo123$Steve admin3 Kineo123$

Paul admin4 Kineo123$

https://brightbank.kineostaging.co.uk/

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Learning in Totara

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Totara Course

Blocks

Activities

Resources

Page containing a learning object blend

with completion criteria

Including instructor-led, self paced, social elements with supporting resources for a

blended approach.

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Course/Single Activity Course

Competency

Program

Learning Plan

Certification

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Totara Program

Competency

Course/s

Define learning paths with sets of

courses/competencies and their dependences

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Totara Certification

Expiry/Renewal Date

Competencies

Courses

Sets of single or multiple courses

with an expiry/renewal date

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Learning Plan

Competencies

Programs

Courses

Displays current learning & competencies to

learners. Shows any deadlines, mandatory learning and what to

prioritize

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Competency

Competencies

Courses

Define skills, knowledge and behaviour used to

assess staff performance

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Training Portal

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On demand access to all:o Documents and resources referenced during Kineo trainingo Official Totara help and support including:

o Totara online helpo Totara YouTube channelo Totara demo siteo Moodle docs

o Evaluate the training you have just received

Kineo Training Portal

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On submission your training evaluation, you’ll receive a shiny digital badge with a downloadable certificate to certify your Kineo training

Kineo Training Portal

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https://totaratraining.kineo.com/feedback