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Administrator & ATP Training 27 November 2006

Administrator & ATP Training 27 November 2006. Deanna Sorrell & Sheila Apicella. Welcome – overview & objectives. Welcome everyone! Introductions Agenda overview Objectives. Agenda. 3.30 pm Welcome & Introductions 3.40 pm Building block training material

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Administrator & ATP Training 27 November 2006

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  1. Administrator & ATP Training27 November 2006 Deanna Sorrell & Sheila Apicella

  2. Welcome – overview & objectives • Welcome everyone! • Introductions • Agenda overview • Objectives

  3. Agenda • 3.30 pm Welcome & Introductions • 3.40 pm Building block training material • 3.45 pm Main Administrator activities • 3.50 pm System user security settings • 4.20 pm Main Admin functions – part I • 4.50 pm Main Admin functions – part II • 5.10 pm ATP Framework • 5.25 pm Review • 5.30 pm Close

  4. Course objectives Equip Main Administrators and Officers with an understanding of: • Training material available • User security options and purpose • Main Administrator - only functionality • ATP Framework and applications process

  5. Building blocktraining material • Training materials page www.esd-toolkit.org/training/ • 106 Building Blocks • Split into 15 categories • Foundation pack • Implementers pack – user & trainer • Administrators pack – user & trainer • Other help • Light bulb text • Online forums

  6. Main Administrator activities • Main contact for organisation • Disseminate information across LA • Email alert – newly registered users • Email alert – NeSDS self-assessment registrations • LA User maintenance • Support & assistance to LA colleagues • Back-up copies of data • Aware of time-out (60 minutes!) • PEO 76

  7. Main Admin What? • One and only – YOU! • Allocate security settings to other users Why? • Key LA contact – role includes remaining on mailing list • Flagged on ‘People finder’ • Possible to transfer to someone else How? • Traditionally first user to register from LA • Evolved into LA esd-toolkit Champion • PEO 76

  8. Main Admin Admin Upload spreadsheets Add new trees Manage projects Manage risk Web portal officer Lists submissions Update partnerships Update promotions System usersecurity settings • Upload documents • View AES statements • Update • Submit • Update home page metrics • User groups • Form component administrator (not live) • User left details

  9. Admin What? • Many Admin ‘super users’ Why? • Allocate security settings to other users within Directorate/Department How? • Operates the same as Main Admin, with some exceptions (email alerts)

  10. Upload spreadsheets What? • Enables users to upload csv files Why? • Essential for uploads of Channel & Interaction data, Officer & Partner data, Portal channel data and Volumetrics How? • Various Building Blocks

  11. Add new trees What? • Add new trees to LA view Why? • Create custom tree for special project • Create local ‘efficiency’ tree • Maps directly to local tree data (single source) How? • TRE 113, TRE 125

  12. Manage projects What? • Add/remove projects in the projects database Why? • Enable sharing of project best practice locally, within partnership, nationally • Better understanding of how projects impact on local authority services • Simple and consistent way of recording project data for ease of comparison/reference • Easy access to contact details of those who are delivering in areas of interest How? • TOO 116

  13. Exercise 1 Manage projects • Beta site… http://www2.esd.org.uk/betaesdtoolkit/ • Login as testuser@pkc.gov.uk • Attempt to add a project • Login as testadmin@pkc.gov.uk • Allocate permissions to testuser • Retry adding a project

  14. Manage risk What? • Risk assessment tool for t-scheme 0-3 authentication Why? • Assess risk by service - interaction – channel How? • TOO 97

  15. Web portal officer What? • Designated user responsible for Local Directgov URLs Why? • Manage/maintain up-to-date URLs in esd-toolkit for upload to LDG • Flagged on ‘People finder’ How? • PEO 111 • SER 13

  16. Lists submissions What? • 12 Controlled lists – Editorial panel – submissions for changes, new items • Functionality being revamped (not live) Why? • Ensure relevant LA officers submit new terms How? • Access via online tool • New Building Block due once released

  17. Update partnerships What? • Create/update/delete local partnerships Why? • Setup partnerships with other authorities when jointly delivering services • Enable users to indicate services delivered by partnerships • Enable users to record partnership projects How? • PAR 103, PAR 104, PAR 105

  18. Update promotions What? • Record promotions • Default 6 month period • Captured against service/interaction/channel • Take Up analysis report – displays promotion Why? • Assess impact of marketing/publicity on take up volumes by service How? • Building Block to be developed

  19. Upload documents What? • Allows users to add documents or links and specify services they are associated with Why? • Enable sharing of knowledge, information and data How? • 5MB total file space - local documents • Unlimited – shared documents • MIS 117

  20. Exercise 2 Upload documents • Beta site… http://www2.esd.org.uk/betaesdtoolkit/ • Login as testuser@pkc.gov.uk • Attempt document upload (tip – not visible) • Login as testadmin@pkc.gov.uk • Allocate permissions to testuser • Retry document upload (tip - menu item visible)

  21. View AES statements What? • View statements – many users • Update statement content – many users • Submit AES statements to DCLG – one user Why? • Mandated by DCLG for LA AES statements • AES submitter flagged on ‘People finder’ How? • GOV 95, GOV 118

  22. Update home page metrics What? • Enable user to record metrics (unique visits and unique visitors) for their local authority’s home page Why? • Required as part of DCLG Take Up Study How? • VOL 127

  23. User groups What? • LA user base – segment by department/section • Default flat structure Why? • Contain/control access permissions to full functionality within department/section • Prevent inadvertent changes/deletions • Useful if devolving esd-toolkit access • Helpful to setup department/section ‘Admin’ user(s) How? • PEO 78, PEO 79, PEO 80, PEO 81

  24. Form component administrator (not live) What? • New form functionality - Project Scotland Why? • Enable users to create e-forms • Help define standard content/fields How? • SER 132, SER 133, SER 134 (pending)

  25. User left details What? • Maintain active users – mark as ‘left’ if not Why? • Prevents access to LA data • Accurate user list – People finder How? • PEO 76

  26. Main Admin functions – part I • Local esd-toolkit setup • Customise your local tree • Add service interactions & e-enabled dates • Add channels to services

  27. Local esd-toolkit setup • Option to use full LGIL (interactions) • 10 original interactions • 18 sub-interactions • Allow choice of interactions in reports • Share Volumetrics data • Capture 3 services over 3 months

  28. Customise your local tree • esd-toolkit is based on core list of council services (SSL) – ‘lingua franca’ • Held in hierarchical structure or in simple terms - tree structure • Subscribed LAs access own local tree • Not all services applicable to each LA • Customising helps gain buy-in from service managers and users

  29. Exercise 3 Customising your tree • Login as yourself… http://www2.esd.org.uk/betaesdtoolkit/ • Select one branch from Core Tree - change to show how these services are organised in your LA • Use drag and drop features of interactive tree - move a couple of leaves to other branches and enter information in “Details” screen • Use spreadsheet download/upload capabilities • Add some local names to branch and one/two of the services • Mark some services as non-applicable

  30. service interactions & e-enabled dates • Local Govt Interactions List (LGIL) • Relevant interactions recorded by service • All should have ‘provide information’ • Most have one/two others • Interactions should be e-enabled • Dates captured (planned/e-enabled) • Primary interaction – optional local feature used to focus effort • Use web interface or download local tree

  31. Add channels to services • Local Govt Channel List (LGChL): • Face to face • Non-electronic • Other electronic media • Telephone • Web site and more… • Interaction must be added before channel • Planned and e-enabled channel dates possible • Channel must be added (and e-enabled) before volumes

  32. Main Admin functions – part II • Check URLs • LA websites • Projects database • Quality measures

  33. Check URLs What? • Ability to check LA data for broken hyperlinks • Report results emailed to you Why? • Assist with local data maintenance • Ensure users have access to correct URLs • Assist Local Directgov URL maintenance How? • Building Block to be developed

  34. LA websites What? • Record main LA website URL • Record additional LA website URLs • Record homepage metrics Why? • Manage data export to LDG • Capture metrics for DCLG Take Up Study How? • Online guidance www.ldghowto.org.uk • VOL 127

  35. Projects database What? • Tabulated content • Supplier involvement options • Visibility options Why? • Easier to segment content • Potential to increase number/quality of projects • Control who sees what How? • TOO 96 • TOO 116

  36. Quality measures What? • Enables you to add, update and remove quality measures and apply these to projects via the Projects database Why? • Provides more detailed breakdown of efficiency savings by project • Allows local flexibility for quality measures to suit individual organisation’s needs, as well as taking advantage of national quality measures from central government How? • TOO 115

  37. ATP Framework Overview • Categories/roles • ATP Benefits • Additional benefits of ‘Training’ ATP • Requirements of ATP • Additional requirements of ‘Training’ ATP • Application procedure

  38. ATP Categories/roles Any two or more… • 1 esd-toolkit support • 2 Beta testing • 3 Governance • Feedback • Training • 6 Assistant Trainer • 7 Peer support • 8 Controlled List critic • News feed • Regional Liaison Officer

  39. ATP Benefits • ATP Certificate • Website recognition • Added value on CV • Information updates • Email & limited telephone support from core team • ATP forum

  40. Additional benefits of ‘Training’ ATP • Mediation of training & consultancy work • Free further update training • Own training tree

  41. Requirements of ATP • Affiliate with TLC • Provide real support to TLC • First line support in specialist roles

  42. Additional Reqs of ‘Training’ ATP • Provide 1 training course p.a. for TLC • Attend update training course

  43. ATP Application procedure • ATP application form completed by ATP – supporting evidence - approved by LA manager • TLC Chair & Co-Chair approves accreditation • ‘Training’ ATP – also attend ‘train the trainer’ course • Deliver course – assessed – recommend to TLC Chairs

  44. ATP status - England • 2 – North West • 3 – East of England • 3 – West Midlands • 2 – East Midlands • 1 – South East

  45. Way forward for Scottish ATPs MORE ATPs needed and welcomed!!

  46. Review & close • Objectives met? • Any other questions/queries?? • Feedback forms!

  47. Thank you! • Have a safe journey home…

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