NLMS Pre-Requisite checklist by wuyunyi


									                      OLM eLearning Tool Kit
      Implementing the National Learning Management System


1.0    PC Checker

2.0    NLMS Implementation options

3.0    Define the project and expected benefits

4.0    Project Governance and Resources

5.0    Project Management

6.0    IT Checklist

7.0    ESR System Admin setup and Smartcard

8.0    Remote Access

9.0    Local content hosting and authoring

10.0 Communications

11.0 Local content hosting and development

12.0 Data migration from existing Learning Management Systems

13.0 Investigating reported issues around NLMS

OLM eLearning Toolkit v2 January 2011   
                                    OLM eLearning Tool Kit

The following information acts as an initial guide to the key activities Trusts will need to undertake during the
initiation of an NLMS pilot or implementation. This is not a substitute to the detailed documentation found on KBASE but does provide a useful overview. Log into KBASE and navigate to: Functionality >
OLM/Talent Management/NLMS > NLMS. The current course catalogue is updated monthly, an online version can
be found on the ESR Support website.

1.0    Before you start: IT set up

       1.1     Before you start using eLearning please run the PC Checker to check connectivity and PC Setup:
      As a minimum ensure Flash, Java and
               connectivity settings are not highlighted in Red

       1.2     You should also give the IT checklist to your IT department for action as soon as possible, see section
               6 for more details, without checking network settings you risk player status not updating.

       1.3     If the above is successful, please also search, enrol and play the following course (000 - Using
               eLearning in ESR/OLM’” which contains a tutorial on using enrolling and playing elearning. The
               statutory & mandatory National eLearning courses in OLM also have an introductory learning object
               placed at the beginning. These courses will provide a further check that all connectivity is running
               correctly and you are show clear error messages if the network setup is not correct. User Notice
               1273 explains how this works and shows example screen shots.

2.0    NLMS Implementation options
               There are many ways in which to implement the NLMS. For example:

       2.1     Full implementation with a number of courses across the whole organisation with some or all of the
               resources and support detailed below

       2.2     A ‘Lite’ implementation focusing on specific eLearning content or a focused user group. For example
               Safeguarding Children, End of Life Care or implementing NLMS in a particular staff group who are
               not compliant on an area of mandatory training. Note: an organisation can commence with a “lite”
               implementation and move to a full rollout as appropriate later.

3.0    Define the project and expected benefits

       3.1     Define the aims and objectives of the project and what you want to achieve in the short and long
               term, this can be part of the PID (see the example below). The example NLMS Business case below
               will help you define the benefits and justify resource input, additional examples of time and cost
               savings are shown in the Communications Toolkit

OLM eLearning Toolkit v2 January 2011                  
               Business Case.doc

       3.2    Align the use of eLearning with your existing training policies and strategies. How does eLearning fit
              with your mandatory, I.T., induction and clinical training? The eLearning Readiness Toolkit is a good
              resource when developing an eLearning strategy -

       3.3    eLearning functionality introduced into OLM as part of the NLMS project continues to expand the
              benefits of ESR and should be seen as part of an organisations’ long term ESR strategy not a separate

4.0    Project Governance and Resources

       4.1    An executive sponsor who supports the project and understands the benefits of using eLearning is
              essential regardless of how formally you approach the management of the project. Case studies of
              Trusts that have been successful in their implementation of the NLMS back this up (copies are
              available on the NLMS Communications Toolkit).

       4.2    There should be a project board in place that includes at least one eLearning / NLMS Project
              Manager, an active senior level executive sponsor, an I.T. Lead, representation from the training and
              development department (i.e. training manager), your Trust ESR lead and representation from the
              NLMS Account Manager. You should also have a clear definition of how much time each member of
              this project team needs to put aside for the project and which tasks they own. Tie this into existing
              ESR or e-workforce boards where they are established.

       4.3    There should be regular project meetings scheduled to ensure on going communications and smooth
              running of the project.

       4.4    Department managers should report back to the project meetings to discuss progress during the

       4.5    There should be a clear understanding of the potential impact of any other ESR projects running at
              the same time of the NLMS implementation. For example time and cost savings could be found if
              the rollout and management of the project is combined with Manager Self-Service and/or Employee
              Self-Service rollouts.

       4.6    Trust designated Remedy users should be aware of the project and have additional time set aside for
              logging Service Requests (SRs) for the NLMS implementation. User Notice 1286 New ESR Remedy
              User Guide details how L&D departments can get their own Remedy account.

       4.7    System Administration resources and processes should be reviewed to allow set up of User
              Accounts, URPs and password resets, for example around new starters and leavers. Consider your
              plans for post pilot support and promotion of eLearning early on in the project and define your
              resource requirements to ensure you realise the project aims and objectives.

OLM eLearning Toolkit v2 January 2011                 
5.0    Project Management

       5.1    The project scope or Project Initiation Document should be clearly defined to show the aim of the
              project, courses to be tested during the pilot and expected number of users. Timescales for both
              pilot and full implementation should also be clearly stated and signed off by the Executive Sponsor

               PID Example 2.doc      Example PID

       5.2    There should be project plans or task lists in place to ensure smooth running and monitoring of the
              project, with a clear start and end to the project pilot, an example is below.


       5.3    There should be user documentation that can be distributed as appropriate. Examples are on the
              ESR Support website under Documentation

       5.4    As part of the project you should amend your existing training strategies to include eLearning (as
              mentioned in 2.3)

       5.5    Project documentation should include a document which clearly captures system issues with the
              eLearning functionality and any Service Requests (known as SRs) raised along with a project ‘risks
              and issues’ document or AIR log. This will help you manage and resolve issues.

                NLMS Trust Issues
                   Log v1.xls

       5.6    Processes should be reviewed around supporting eLearning users, providing access to new starters
              and resetting passwords. End users should have a copy of the e-learning FAQs document to reduce
              support calls as should anyone supporting end users.

       5.7    There should be a clear method of capturing direct user feedback during the pilot and rollout. An
              example form is below or you can use a web based survey.

                     Course         Example Feedback
                 Evaluation.doc        Form 1.doc

OLM eLearning Toolkit v2 January 2011                 
       5.8    At a later date you may want to evaluate the success of e-learning compared to face to face training
              in your organisation, the example evaluation forms below give you a template to work from.

                 Questionnaire    Questionnaire face
                 e-learning.doc      to face.doc

       5.9    Discoverer reports should be run during the pilot. Consider the timing of replication on reporting
              (See 5.2). Reports to run include NHS Education and Learning Monitoring Analysis and NHS
              Education and Learning Analysis which contains data fields relating to eLearning activities.

       5.10   Identify other Trusts in the local area that have implemented the NLMS and regional resources in the
              SHA, ETD community and any networks which will encourage the uptake of eLearning such as Blood
              transfusion practitioners, End of Life Care or Safeguarding Networks. Your regional NLMS Account
              Manager can provide details.

6.0    IT Checklist

       6.1    There must be a designated I.T. representative on the project whether you have a formal project
              board in place or not. This is essential for success.

       6.2    Please ensure your I.T. department receives a copy of M-0100 ESR technical document. The M-0100
              has useful information on Java testing.

       6.3    The I.T. department and anyone supporting eLearning users should review K-9450 OLM eLearning
              Common Issues

       6.4    NLMS Project managers must ensure the I.T. representative on the project formally signs off the
              I.T. checklist. A copy of the checklist can be found in the documentation section on the ESR Support
              website in the documentation section. Once completed this will give confidence that the I.T.
              configuration is correct at the start of the project.


       6.5    Review existing SLAs with I.T. departments or shared services for on-going support and the setup of
              PCs post pilot (if required). If your I.T. helpdesk is providing first line support to end users or likely
              to be asked about eLearning, provide training and access to ESR during the pilot

7.0    ESR System Admin setup and Smartcard

       7.1    An ESR user account needs to be created for all users who need to play and /or administer eLearning
              content. Enrolment and playing of eLearning is done via the eLearning User URP. Users can also
              enrol via the Learning User and Employee Self Service URPs but will need to return to the eLearning

OLM eLearning Toolkit v2 January 2011                   
              User URP to play content. Learning Administration is required to administer local content, subscribe
              people to learning paths or mass enrol staff onto an eLearning course. All user accounts will need to
              be assigned to active employees in the Trust.

       7.2    Since April 2010 smartcards are no longer required when a user only accesses the eLearning User
              URP in ESR. Self Service and Learning User URPs still require a smartcard from March 2011, User
              Notice 1176 gives further information. Users who are currently accessing any other parts of ESR
              using a Smartcard will access the eLearning User URP via their Smartcard also.

       7.3     ‘Replication’ is the name given to the process between ESR and the environment where eLearning is
              played (e-Prod) which runs at 12.00 and 7pm. This can take a variable amount of time depending on
              the data being transferred. Replication must happen before a user can access their URP, therefore
              you should wait at least 24 hours before distributing user accounts and/or promoting new content
              set up locally.

       7.4    The Trust can setup ESR user accounts with the eLearning User URP locally or take advantage of ESR
              central team support to help with the process. Please raise an SR if you wish to make use of the
              process, detailed instructions can be found on User Notice 1119 on KBASE. Any users requiring
              access for a pilot project will need setting up by your local ESR User Administration.

8.0    Remote Access
       8.1    If you plan to use the Remote access functionality you will need to ensure that those that are
              approving remote access requests are allocated the role of 'Internet Access Approval' by the ESR
              Administrator prior to anyone requesting remote access. This will enable requests to be approved
              or rejected via notifications. More than one individual should be able to approve/reject remote
              access requests.

              If you have the Supervisor field populated as part of a Self Service project the Supervisor will receive
              the remote access notification regardless of whether the Internet Approval role has been allocated
              to someone. If the notification is not actioned the notification will move through the Self Service
              hierarchy until it reaches someone without a supervisor at which point the notification will be sent
              to the person with the Internet Approver role.

       8.2    You will need to provide users with the Remote Access User guide which is hosted on the ESR
              Support website and KBASE

9.0    Local content hosting and authoring

       9.1    OLM is used to administer local course content in ESR; instructions on setting up content are on
              KBASE and the ESR Support website in K-9850 10 Steps to Adding Local eLearning Content

       9.2    Local content should be compliant with the standards set out in the A-10000 Content Standards
              guide, be in place on the server and ready for use along with an Oracle SCORM Adaptor which can be
              downloaded from KBASE.

       9.3    Test local content setup in TPLY not the live ESR Production environment. There will be no delay in
              playing the content as replication does not take place in TPLY. Log on details can be provided by

OLM eLearning Toolkit v2 January 2011                  
              your ESR lead or McKesson. Please remember that other Trusts may be accessing the same TPLY

       9.4    All local content should be SCORM 1.2 compliant if tracking of scores to ESR is required.

       9.5    Prior to creating new content review the National Content Catalogue and eLearning Repository to
              see if another Trust has created what you need. Local content can also be hosted on the e-
              Repository at no cost. Further details can be found at, an Athens
              logon is required to upload content but not to perform a basic search.

       9.6    Replication must take place after the setup of local content before users can access the content.
              Replication occurs twice a day at 12.00 and 7pm; the length of time replication takes varies
              depending on the amount of data being transferred. If a user still cannot enrol on a new local course
              following replication please double check the course is correctly setup for self-enrolment.

       9.7    The server(s) hosting local content should be accessible via the internet if you wish to use remote
              access. Content setup to allow access via N3 only is not accessible from home.

       9.8    The location of all local SCORM adaptors should be registered with the NHS Central team via a SR.
              Any SCORM adaptors setup in ESR will also be setup in TPLY.

10.0 Communications
       10.1   For Communications plans, FAQ guides, example Intranet screens and more please see the NLMS
              Communications Toolkit

       10.2   Using the example communications plan as a template create your own to clearly define who is to
              be communicated to and when, both during the pilot phase and on going through out the Trust wide

       10.3   Your intranet should be updated to include user guides, local eLearning FAQs, the support process
              for end users and links to the NLMS captivate course for Enrolling and Playing eLearning.

11.0 Local eLearning content development support
       11.1   Sign up for the eLearning Developers forum and share information with other NHS eLearning

12.0 Data Migration from Existing Learning Management Systems
       12.1   The Trust may have a requirement to migrate data from an existing LMS being used (third party or
              an internal system). If data migration is required please raise an SR (entitled “eLearning training
              history migration”) and a template will be provided by McKesson.

OLM eLearning Toolkit v2 January 2011                 
13.0 Investigating reported Issues around NLMS
       13.1   Prior to raising service requests please follow the steps outlined in the document below,
              “Investigating reported problems in NLMS”.

              reported problems in NLMS v1.1.doc

       13.2   It is also recommended that you import your standard e-learning report into the attached spread
              sheet, refresh the pivot tables and review the data to look for patterns which may indicate issues for
              users or parts of the organisation. You can also remind yourself that there are probably a large
              number of successful completions! If you know how to use Excel you can create your own pivots
              and filters to analyse the data in different ways.


       13.3   Suggestions on information/statements you could provide when raising an SR to save time and
              questions from McKesson.

              13.3.1 List User Name(s)

              13.3.2 Confirm if the PC Checker has been run, connectivity is successful and no items are
                     highlighted in Red as a problem (or list anything highlighted in Red)

              13.3.3 Whether the “Using eLearning in OLM” course has run and did not show any problems with
                     connectivity (or did show something and list and any messages/issues)

              13.3.4 List the attachments on the SR (include screen shots and Java console output, see K-9450 on
                     how to do this) or see User Notice 1273 on how to get the Java console from a users’ PC

              13.3.5 Whether the user has successfully completed (or not) other courses on their PC

              13.3.6 Confirm that the PC and Network settings are as per the M-0100 and M-4500 documents

              13.3.7 When the user exited the course they definitely clicked the “Home” button to finish (or if
                     you are unsure if they clicked the “Home” button). This is required for the status to update
                     if a pop-up blocker is enabled.

OLM eLearning Toolkit v2 January 2011                 
       13.4   The SR process needs to be managed and a process in place where they can be updated and
              responded to.

       13.5   If the NLMS Lead for the project is not a Trust nominated Remedy User, ask when raising the SR that
              all future correspondence is sent to the named NLMS Lead and provide both email and telephone
              details. This way the updates from McKesson Support will not have to go via the Remedy User first.

       13.6   The Trust’s nominated Remedy Users will be able to access Information Point which has a section
              detailing an update around completion of replication.

OLM eLearning Toolkit v2 January 2011               

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