Workbooks

Workbooks are a versatile observational tool that can be used to direct learning activities that occur outside of the e-learning platform but are related to an overall training program. Workbooks perfectly embody the concept of blended learning by requiring the learner to check off, and optionally comment on, training activities you specify and observe.

For longer training programs, like MIT, workbooks let you lay out the entire plan in one document with competencies that can be signed off on individually by managers as the MIT moves through the program. Workbooks essentially let you combine multiple checklists into one, saving you time while creating a more cohesive program for learners.

Workbooks can be created, added to learning programs, and assigned to learners by users who have Manage Content permissions. Progress and completions for workbooks can be proctored by anyone with Proctor Checklists permissions.

Just like any other content item, workbooks are tracked and reported on in the dashboard history, the Individual Training Status Report, and all content and learning program reports.

Learners' View of a Workbook

 

1. Navigation bar: takes you to the individual competencies in the workbook; the status of each is shown below the line

2. The opening instructions

3. The first competency, you can have one or more instructions and action items in a competency

4. An instruction, can be for one or more action items

5. An action item, note the checkbox to show completion

6. Optional learner comments for the first action item

7. A second action item for the first competency

8. Optional learner comments for this second action item

9. Optional supervisor comments for this competency

10. Optional supervisor sign-off for this competency, the supervisor sign-off tool displays when the box is checked

11. The second competency

Final supervisor sign-off is not shown here.

How It Works

Path: Manage Content> +Content> Workbook.

To create a workbook:

1. Enter a title

2. Optionally enter a Knowledge Score

3. Create the opening instructions

4. Check Competency sign-off required if you want supervisory sign off after each competency is completed (this applies to all competencies in the workbook)

5. Check Syllabus if you want this workbook to remain open (float) until a learning program is completed

6. Click Manage Competencies to create or edit competencies (competencies are for the whole campus, not just this workbook)

7. Select either an Action Item or Instruction to add

8. Instructions have one entry field, Action Items have two, one for a title and one for text

9. On Action Items, check the box if you want to make employee comments available

10. Enter the text for your Instructions or Action Item

11. Select a competency for each item

12. Click +Add Item to save this item and display a clean screen for your next entry

13. Add more items if needed

14. To delete an item, find it under Workbook Items and click the delete symbol

15. To rearrange Instructions and Action Items in the Workbook Items section, just drag and drop

16. Change the workbook Status to Available if it is ready for assignment

17. Optionally attach a certificate to the workbook

18. Optionally make the workbook part of a content group

19. When you’re finished click Add to save your input and add the workbook to your campus or click Save & Preview to see how the workbook will look to your learners

Add your workbook to a learning program and then assign the learning program to your learners.

Workbook Competencies and Categories

Workbook competencies and categories are shared by all workbooks on a campus. Any unused competencies will not show up in the workbook.

Special Characters

When creating or completing workbooks, the following special characters are allowed:

!  exclamation point "  double quote #  number sign $  dollar sign %  percent sign &  ampersand '  apostrophe (  left parenthesis )  right parenthesis *  asterisk +  plus sign ,  comma -  hyphen .  period/decimal point /  forward slash :  colon

;  semicolon <  less than sign =  equal sign >  greater than sign ?  question mark @  at sign [  left bracket \  backward slash ]  right bracket ^  caret _  underscore `  accent grave {  left curly bracket }  right curly bracket ~  tilde

Making Changes to a Workbook

You can make edits to a workbook any time it is necessary, even after the workbook has been assigned out to learners. If a leaner has not yet started the workbook when edits are made, the learner will see the new version of the workbook. A workbook is marked as  started when it is opened by the learner.

What happens to workbook that have already been started depends on the change made to the workbook:

Change	Result
Add item	Workbook is not updated with change, user sees old version of workbook, with their progress intact
Edit item text	Workbook is updated with change, user sees new version of workbook and retains any progress made to old version
Remove item comment	Workbook is updated with change, user sees new version of workbook and retains any progress made to old version
Move item	Workbook is updated with change, user sees new version of workbook and retains any progress made to old version
Delete item	Workbook is not updated with change, user sees old version of workbook with their progress intact