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 Trainingrate@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 Trainingrate@vanderbilt.edu

4. 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 What is RATE? RATE - Managing Your Trainingrate@vanderbilt.edu

5. 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 o 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 Why RATE? RATE - Managing Your Trainingrate@vanderbilt.edu

6. Dashboard RATE - Managing Your Trainingrate@vanderbilt.edu

7. 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 Trainingrate@vanderbilt.edu Terminology

8. A quick comparison example: University ExampleRATE Example Unit/DepartmentPhysics DepartmentOAWA CoursePHYSICS 101Ethics and Regulation in Animal Research SessionsMWF 1-3PM MF 1-5PM TTH 1-5PM July 9, 2013 @ 10AM August 16, 2013 @ 2PM September 23, 2013 @ 11AM October 30, 2013 @ 2PM RATE - Managing Your Trainingrate@vanderbilt.edu Terminology

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

10. 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. Other Roles RATE - Managing Your Trainingrate@vanderbilt.edu

11. 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. Other Roles RATE - Managing Your Trainingrate@vanderbilt.edu

12. 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 o Users must have the session URL to register Registrations RATE - Managing Your Trainingrate@vanderbilt.edu

13. 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 Emails RATE - Managing Your Trainingrate@vanderbilt.edu

14. 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 Emails RATE - Managing Your Trainingrate@vanderbilt.edu

15. Emails RATE - Managing Your Trainingrate@vanderbilt.edu

16. 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 What's Next? RATE - Managing Your Trainingrate@vanderbilt.edu

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

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