Last revised: 27th July 2015 ©Finpa Australia Page 1 of 16

LMS overview

Overview

This document gives an overview of the LMS and the various features that can be used by admin, assessors and trainers.

Requirements

You need to have a user account with site admin privileges on your FinPa LMS site.

Note

The terminology for different components of the learning management system may differ in your site, as each is a customisable term able to be changed

through System settings Terminology. For example Participants may be Students in your system.

In this guide, the terms used are the default terms, for example Courses, Classes, Participants, Participant groups, Assessor, Trainer.

Last revised: 27th July 2015 ©Finpa Australia Page 2 of 16

Login screen

1. Open a web browser and enter the URL address for your LMS site, e.g. http://yoursite.thelearningstreet.com

2. Before you log in, click on System requirements and check that your computer meets the technical requirements for using the system.

3. Using an account that has admin privileges, enter your username and password and click Login.

Last revised: 27th July 2015 ©Finpa Australia Page 3 of 16

Management screen

When you log in using a user account that has admin role privileges, you will reach the Management screen, also known as the dashboard.

1. Click the icons in the centre panel, or the tabs above them to navigate to the screen you want to access.

From the Management screen, you can manage all aspects of your delivery – your courses, classes, and the participants and assessors who need to

access them.

The At a glance panel on the left of the screen shows a snapshot of activity within the LMS.

2. Click a link to view the details of any of the reports.

Last revised: 27th July 2015 ©Finpa Australia Page 4 of 16

3. Click on the System settings button at the top right of the screen to access a menu of settings you can customise in your system. For example, you

can change the logo and terminology from this screen. The Overview in System settings provides a brief description of each item in the menu.

Last revised: 27th July 2015 ©Finpa Australia Page 5 of 16

Changes made in System settings will occur system wide. For example, (as you can see in the image below) the term ‘participants’ can be changed

to ‘students’ and this change will occur across the whole system.

Last revised: 27th July 2015 ©Finpa Australia Page 6 of 16

Courses screen

From the Management screen, you can manage all aspects of your courses.

To navigate to the screens for adding new courses or adding or removing assessors, follow these steps.

1. Click on the Courses icon or tab to access the Courses screen.

Last revised: 27th July 2015 ©Finpa Australia Page 7 of 16

Last revised: 27th July 2015 ©Finpa Australia Page 8 of 16

On the Courses screen, the left panel displays a list of all courses in your LMS.

2. In the Course: field, enter a search term and click Search to find a particular course.

The right panel displays the details of the particular course you select. The details include information such as classes currently undertaking that

course and assessors assigned to the course.

You can add new courses and add or remove assessors from the Courses screen.

Last revised: 27th July 2015 ©Finpa Australia Page 9 of 16

Classes screen

From the Management screen, you can manage all aspects of your classes.

To navigate to the screens for adding a new class, adding or removing a course or subject, or adding or removing participants, follow these steps.

1. Click on the Classes icon or tab to access the Classes screen.

Last revised: 27th July 2015 ©Finpa Australia Page 10 of 16

The left panel displays a list of all the classes in your LMS.

2. In the Class: field, enter a search term and click Search to find a particular class.

The right panel displays the details of the particular class you select. The details include the courses or subjects the class is undertaking and the

participants in the class.

You can also add a new class, add or remove a course or subject, and add or remove participants from the Classes screen.

Last revised: 27th July 2015 ©Finpa Australia Page 11 of 16

Participants

From the Management screen, you can manage all aspects of your participants.

To navigate to the screens for viewing and editing participant details, follow these steps.

1. Click on the Participants icon or tab to access the Participants screen.

Last revised: 27th July 2015 ©Finpa Australia Page 12 of 16

All existing participants can be viewed and edited from this screen. The left panel displays a number of fields you can use to search for participants

by date range, course, class, participant group or name/email/mobile. The right panel displays the selected participant’s details, all of which can be

edited from this page.

2. To search for a participant, complete one of the search fields and click Search. You can also add a new participants from this screen. The image

below shows how to search for a participant by name.

The panel on the right displays the details of the participant you select. You can also edit participant details in this section.

Last revised: 27th July 2015 ©Finpa Australia Page 13 of 16

Participant groups screen

From the Management screen, you can manage all aspects of your participant groups.

To navigate to the screens for viewing and editing participant groups, follow these steps.

1. Click on the Participant groups icon or tab to access the Participant groups screen.

Last revised: 27th July 2015 ©Finpa Australia Page 14 of 16

All existing participant groups can be viewed and edited from this screen. For example you can edit the details, trainers, participants and classes on

the Participant groups screen.

Last revised: 27th July 2015 ©Finpa Australia Page 15 of 16

Assessments

From the Management screen, you can manage all aspects of your assessments.

To navigate to the screens for viewing and marking assessments, follow these steps.

1. Click on the Assessments tab to access the Assessments screen.

Last revised: 27th July 2015 ©Finpa Australia Page 16 of 16

The Assessments screen is where assessors will go to mark assessments. From this screen all the current marked and unmarked assessments can be

viewed and assessed. Assessors can use the Search function to access assessments by course, date submitted, participant name, participant groups.