RATE

1. RATE Managing Your Training

2. RATE Today's Objectives: • Introduce you to RATE and it's purpose • Highlight the core concepts and features • Demo RATE in action • Talk about the future of RATE Ask questions at any time! RATE - Managing Your Training rate@vanderbilt.edu

3. What is RATE? RATE is a web portal for managing training schedules, registrations, and resources. 2008: • Built in-house by GCM • Developed to manage research related training • 2-3 departments drove the initial requirements • Limited features RATE - Managing Your Training rate@vanderbilt.edu

4. What is RATE? Today: • Maintained by OCM & OSP • Completely rebuilt in 2012 • Many enhancements in the last year • Rapidly growing (2 departments added this year) • Semi-monthly update schedule Future: • Literally updating every area with new features • Adding at least 1 more department in 2013 RATE - Managing Your Training rate@vanderbilt.edu

5. Why RATE? Many of our users have chosen RATE as their primary departmental training tool for these reasons: • Open to all Vanderbilt users with a VUNETID • Built as a response to department needs, making it flexible without unnecessary features • Fast response times for questions, bugs, and updates • RATE@vanderbilt.edu • Allows admins to manage users, quickly schedule training, and monitor attendance • Provides trainers with a customized dashboard to retrieve information about recent and upcoming sessions quickly RATE - Managing Your Training rate@vanderbilt.edu

6. Dashboard RATE - Managing Your Training rate@vanderbilt.edu

7. Terminology • Unit/Department: a specific Vanderbilt department (VICTR, Office of Contracts Management, etc) • Course:Describes the material covered in a particular subject, defines the target audience, and provides resources related to the subject matter • Session: A single training event for a course RATE - Managing Your Training rate@vanderbilt.edu

8. Terminology A quick comparison example: RATE - Managing Your Training rate@vanderbilt.edu

9. Core Roles 3 Core Roles: • System Administrators • Limited to development team • Super Users • Can have one or more special privileges • Users • No special privileges unless listed as a department manager RATE - Managing Your Training rate@vanderbilt.edu

10. Other Roles Department Managers • Can manage other users’ training registrations • Can manage multiple departments • Allow managers to view and edit user history, registrations, and mailing subscriptions Note: Departments can have multiple managers. RATE - Managing Your Training rate@vanderbilt.edu

11. Other Roles Content Managers • Can create new courses and sessions within their department(s) • Can be assigned to multiple departments • Allowed to upload documents and create links Trainers • Any registered RATE user can be listed as the trainer for a session • Trainers have the ability to register users and mark attendance for their sessions. RATE - Managing Your Training rate@vanderbilt.edu

12. Registrations RATE provides multiple methods to control your registrations: • Limit the number of participants that can register • Post the course and provide contact information, but prevent users from registering online • Post the course ahead of time and set the date when registrations can begin • Require Prerequisites • New! Hide courses from public listings • Users must have the session URL to register RATE - Managing Your Training rate@vanderbilt.edu

13. Emails RATE communicates with users via email at key points in the training process: • When users create or cancel a registration, a confirmation email is sent • All participants receive an email when changes are made to a session • If the course defines a post-course survey, a user receives the link to the survey after their attendance is marked RATE - Managing Your Training rate@vanderbilt.edu

14. Emails RATE communicates with users via email at key points in the training process: • Users receive reminders one and two days before the training session • Users can contact trainers through the application, and trainers can send messages to session participants RATE - Managing Your Training rate@vanderbilt.edu

15. Emails RATE - Managing Your Training rate@vanderbilt.edu

16. What's Next? We have a lot of exciting features in development: • Mobile friendly user interface • Hosted surveys and quizzes • Online video training • Printable certificates • Self-marking attendance options • Groups and targeted courses • Customizable email sending times • Quickly create recurring sessions • Calendar invitations RATE - Managing Your Training rate@vanderbilt.edu

17. Tech Notes Languages, Frameworks, etc. • PHP • Zend Framework 1 • jQuery / jQuery UI • Twitter Bootstrap • MySQL (soon to be Oracle) • Backbone.js RATE - Managing Your Training rate@vanderbilt.edu

18. Questions? rate@vanderbilt.edu RATE - Managing Your Training rate@vanderbilt.edu