Setting Up a Read and Sign

From the Administrator's Home, open the Navigation Bar on the left of the screen. Click Resources, then select Maintain Learning Resources.

Click New in the top Tool Bar.

The following screen will appear with the Overview tab displayed. Select Learning Resource from the Type of Resource drop-down.

Assign a Title to the course by populating the Title field. The Short Description field is optional, but can be helpful in ensuring that users understand the purpose of the training.

Populate the Time Required field. The duration of time required to complete the course should be entered here.

Use the Resource Status drop-down to indicate the status of the course (e.g., Active, Inactive, or Retired). Users will only be able to access the course if the Resource Status is set to Active.

Select Read & Sign from the Media drop-down.

Select the Provider of the content from the Provider drop-down.

Optional: Check the Allow Multiple Enrollment box to allow users to enroll in the course more than once. For best practice, it is only recommended to check this box if users will be required to retake the course on a regular basis.

Under the Description tab, enter the Long Description of the course. You may copy the text from the Short Description field on the Overview tab if necessary.

Optional: Under the Objectives tab, enter the Learning Objective(s) for the course if applicable.

Click the Details tab. Assign a Primary Category or Categories to the course. You can also use this tab to designate Achievements Upon Completion, Ratings and Evaluations, as well as CEU Credit(s).

Use the Owners sub-tab to populate the Course Owner field under the Person column. You must also populate the Instructional Designer and/or Content Owner fields under the Person column. Both fields are not required, but one must be present.

Optional: Enter prerequisites for the course under the Prerequisite sub-tab, if applicable.

Click on the On-Line tab. Select the AICC-HACCP Compliant Resources Compatibility / Compliance Model. Click on the Score Model drop-down and select The resource will score itself as complete.

Use the E-Signature Type drop-down to select System Default (Click to Confirm).

Optional: Click the Options button to change the default text for the Confirmation and Submission buttons. Use the E-Signature Content box to change the text for each button and message. Click Save when you are satisfied with your text options.

To upload the course's document to the system, click File Manager in the Tool Bar.

The File Manager pop-out box will appear. Click the Upload button.

The Upload a File pop-out box will appear. Click the Select button. Locate the Read-and-Sign document on your computer and click Open.

Note

Only PDF file types can be uploaded for Read-and-Sign courses.

Note

Please ensure that the name of the uploaded file does not contain the following special characters: \ / : * ? " < > | & #

If the uploaded file name contains these characters, users may experience a blank black screen when they launch the course.

Locate the file you uploaded in the File Manager. Then, click the Set Starting Link button. Then click OK to confirm your selections.

You will see the file location of the document that you just uploaded in the Resource Links section. You can click the Test button to ensure that the document launches properly.

Click the Audience tab. To set up the course's audience, follow the instructions provided in About Audience Mapping and the topics that follow. Best practice is to leave the selections under the Primary tab unmodified.

Click the Notifications tab. Check the Enable box to enable notifications. Then, enter the course title in the subject field.

Note

Some organizations have notifications for required resources enabled by default. If this describes your organization, please disregard this step.

If the course is going to be required, follow the instructions in this Step. If the course is NOT going to be required, skip to Step 26.
a. Click the Req'd Course Notification tab. Check the Enable Notification box.
b. Enter the subject in the Notification Subject field (e.g., "ACTION ITEM: ").
c. Enter the message that will be sent to the audience in the Notification Text field.

d. Optional: If desired, click the Past Due sub-tab and check the Enable Notification box to send a notification to the audience when the course is past due. Select the number of days after the due date when a user will receive a Past Due Notification from the Days drop-down menu. Use the Subsequent Reminders field drop-down menu to select the number of days that must pass before a user will receive an additional notification. Check the Carbon Copy Manager box if you wish to copy the user's manager on these notifications. Lastly, populate the Notification Subject and Notification Text fields.

Under the Metadata tab, click the Time Description sub-tab. In the field provided, enter approximately how long it will take a user to complete the course in quarter-hour increments (e.g., 15 minutes = 0.25 hours).

Click the Save button in the top Tool Bar to save your selections.

Return to the Overview tab and confirm that the course is set to Active. Then, add the course to the Course Catalog. See Adding a Course to the Course Catalog for instructions.

For a brief video on this topic, please see Setting Up a Read and Sign.

Setting Up a Read and Sign

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