Covered in this webinar:
- Homepage and icons
- Tutor dashboard
- Setting up a sampling plan
- Sampling assessments and units
- IQA entended feedback & processes
- Centre resources
- Tutor observations and Learner interviews
- Reports
good morning ladies and gentlemen
welcome to another sets of onboarding
training webinars here from one file my
name is Jake I'll be your presenter for
today
I'm actually the onboarding project
specialist here at one file as I am with
the new onboarding team so for those who
have yet to be introduced to the new
Imboden theme the whole idea is
basically to better equip our users with
knowledge and resources that they need
to effectively use one file so we've
been visit creating lots of you new user
guides written and video we've been
running these wonderful webinars have
been caught up with lights of farm
libraries let's help you guys in terms
of the custom farms and other areas
across one file in fact to give you guys
a better idea of exactly what it is that
the onboarding theme i've been up to
let's go ahead and jump to this lovely
web page so again if you drop military
something you may not been introduced to
this page yet either and i will actually
drop the URL into the chat and just in
case he wants to visit this a little bit
later on look from here from this page
you'll find everything that the
onboarding team does and creates so from
those farm libraries where you guys can
download forms be added to your centers
and through right through to the user
specific training guides written and
video of course we have these webinars
for those who wasn't aware we also
record these sessions as well and so we
only record one version of a webinar so
to speak and but you will be able to
find those in the recorded at webinars
icon and please do just allow a few more
weeks before we got these new ones onto
that page
okay so yeah please think I'll have a
look at this page a lots of useful
resources in here but the reason I just
wanted to show you guys it's like oh
just highlight some of the new sessions
that we've got running between now and
Christmas okay so for those who have
been following we have started being
running these webinars since I've round
May of this year when the onboarding
team first started we've recently taken
bit of a break just a chance to gather
our thoughts gather the feedback that
you guys have been given and from that
with kroehner head we've created some
new sessions we've also removed some of
them as well and amended a few others so
in terms of sessions what we've got
variant seen now on Christmas
we've still got our sense manager of
specific sessions they're still splints
it's intermediate and advanced
difficulties we have a session for
reporting in one fall so we focus on the
report in suite and pick out a few
reports are based off success managers
recommendations we now have the full
range of tutor webinars right from
foundation intermediate through to
advanced in terms of features and
products new ones to highlight here it
would be the individual learning plans
progress reviews and a brand new more
updated creating a teach and learning
plan session but the users were still
focused on the lights for activate
learners employees and observers
observers rather not solvers and then
finally we've got a brand new type of
webinars and we'll see how these ones go
we've got ones for advice and guidance
so we've built up based off you know we
hear lots of them sort of methods and
stories of how our sensors have gone
about certain things inspections
planning for the new principle standards
and so we try to take a lot of this
information and we've put together
sessions such as planning York written
with intent and one file want to prepare
for audit and compliance and how to
prepare for Ofsted okay so please do
book onto as many of those as grab your
interest every would love to see as many
of you what some as possible of course
today have a look at the IQ a session
before we jump in though there's some
housekeeping to get out of the way first
so somewhere on your screen right now
usually anchored right there should be a
go to webinar panel a couple features on
this panel one that main trust you the
most however is questions so if at any
point throughout today's session you
have any questions comment or concerns
and please leave feel free to pop them
into the question box however it will be
the end of the session which we have a
look at these I started a sessional
program around 20 to 25 minutes and then
any time you have left at the end there
will be used to answer your questions
finally we have feedback surveys so at
the end of today's session whether you
guys leave or whether I end it from my
side you'll be presented with a feedback
survey in your usual internet browser
we'd greatly appreciate that it sounds
complete that survey you'd only on five
questions long so it shouldn't take you
more than 30 seconds ever like said we
really
informations a South gauge on how you
well you guys are finding these sessions
and if obviously we find what's a down
rose then of course we know we need to
change something okay
I think that's everything out of the way
apologize for the just a slight delay in
the start as well I saw that someone did
pop-up question asking how to join via
telephone and I hope those looking for
that have managed to do so I did leave
the how-to in the chat okay
nothing ladies is it so let's go ahead
and jump into today's session internal
quality assure what is it we'll be
covering today during the session we'll
look to cover at the usual tour sort of
likes on the homepage the icons and
whatever the mean so you guys know how
to navigate the system we'll have a look
at how to set up a standing plan and
probably the the main feature when it
comes to the iq8 user role account in
one file and of course like you're
carrying out a sampling IQ a extend
feedback and processes will touch up on
sense of resources I'll explain how you
guys go about your choice of
observations of learner interviews and
then depending on how much time we have
left the end I'll have a look at a few
reports okay so let's get rid of the
presentation let's go ahead and jump
into one file okay so of course will be
hosting today from and iqs perspective
let me go ahead and login to my thank
you very count okay so this is what you
guys will see when you first log in now
before we have to go ahead and jump into
any of the wonderful colors that we have
in front of us this is actually
somewhere else I'd like to bring your
attention to you first so in the top
right hand corner here and you'll find
your little account tab if you like now
you've also got mother at Cochise here
next to it such as the task list so you
can quickly jump to you task list and
messages as well you've got a simple
messaging system built into one file and
so you can access that through their own
that we have your account tab selecting
it will allow you to set your online
status or whether you're away from desk
on annual leave that kind of thing it
just as you can see all the users on
your Center when your online profile
where you can store your personal
information
none of it is necessary to have an
account in one file it may be more down
to your trained providers rather than
one file
and then appearance and this is actually
where I want to stand today so within
the appearance settings and we have some
accessibility options okay so if there's
an on with any visual impairments
dyslexia struggles to see text boxes
standout on a web page for example these
themes first of all can hopefully help
alleviate that stress these color sort
of schemes and themes have been taken
from the appropriate sort of dyslexia
associations color settings we also use
a rag system throughout the website so
your Reds Amber's greens and to help
signify progress or areas concern again
if there's any difficulties we do allow
you to change those colors and then
finally on the chance that perhaps
you're unable to change your browser
settings as we we know a lot of
organizations do disable that from an IT
level and you may find that some of the
fonts are too small or too large or not
quite as easy to understand so he liked
to change the font itself for your
account and also the font size there as
well okay so just so you guys are aware
that they are there they're O's useful
to know if not for yourself you might
find I'll come across another use for
user that would really benefit from
playing around with those settings but
okay let's jump back grasso jump back to
the home page here where we've greeted
by this coffee colorful dashboard so the
whole idea of the dashboard
each user does get presented with one
when they first log in it depends on
which user role you are depends on what
sort of information you get so in terms
of IPAs you can see we got the likes of
Tosh - so this will shows how many tasks
we have - and split over the coming
weeks we can see our future planned
visits so this width is against the
amount of learners that we have assigned
to us and so we can always see we've got
one learner that has some time that
tivities we've got six that don't have
anything planned well she was completing
next 90 days and this has been really
useful one for the IPAs it's really
handy so you can basically see what
you've got planned for those learners
and you know are you in within your own
sort of scheduling that you had climbed
as well and we'll learn as we actually
be able to finish within the 90 days now
I don't think anyone is due to complete
in this instance but what's good about
these dashboards is that you can
actually click instant to find the
information behind this let's have a
look at routes caseloads for example
here this is shown as the sort of ideal
capacity for each tutor something that
lesense managers can set and it's
letting us know if there's any juices
crawling out like capacitor or is anyone
below or above that case look now if we
select any section of this pie chart or
this chart in general it will then take
you through to the report where it's
actually pulling that information from
there's a quite useful fats that you can
click into those dashboards and you
don't just necessarily have to believe
the numbers that it's telling you you
can click into it and see what's going
on
thank you actions yeah another really
useful one because you can see how many
actions you've been self-assigned out
while sampling and when it comes to the
ankh reactions if you guys log in and
there's nothing in here then it might be
a good idea to speak with your sense of
managers the only reason is the blanks
are actually actions and processes which
of course we're going to interest a
moment as a default in one file
there is no actions or processes as a
feature to do so there's just no actual
actions itself so one considers an
example here we have the lights of poor
feedback good planning good judgment
okay so your sense manager has to create
all those so if you don't see anything
in this report here and then you have to
speak via sense managers it might be a
case that they just need to complete and
great and basically oh but you put
follow the completion gates again really
useful you can see exactly when learners
are going to finish a q8 resubmissions
you can stay on top of other
resubmissions that you've sent back all
the old unit summaries that you sent
back to tutors and then units to be
sampled is acts a bit like a calendar it
will show you exactly what you have
planned over the coming weeks okay
Speights out while so doing I guess it
saw the system on the left-hand side is
the main menu so to speak so you must
find all the main functionality at least
watch the IQs will need and through this
left-hand menu so lights of units anthem
which which have been tuned in just a
moment tasks and messages which were
actually seen highlighted reports which
hopefully will end with resources we'll
touch upon as well have also got a quick
but ensued these support pages okay so
before we scroll down these dashboards
can also be customized
not by yourselves though it is your
sense managers once again the center
managers acts as the main admin for your
Center as you'll find it so it's more
often not the sentiment that needs to
set something up in one file before you
can then go ahead and use it as yeah
they can customize your dashboards here
and so again if there's some that you
don't find particularly useful maybe
speed to those guys and ask them to
remove it scrolling down we can see the
tutor dashboard so these are the tutors
that you have visibility over now the
way this works is that any learners that
have been assigned to you
you will then get visibility over their
Assessor as well okay so this is
displaying all the tutors that are
relevant to my learners so we use all
information from this table though we
can see the data last logged in so you
know that would be inactive perhaps not
so the case in this instance we've got
some here that hasn't logged in in well
over seven months you see their caseload
so how many learners they currently have
tasks outstanding units resubmitted back
to them units signed off last 30 days
and if there's been any set of policies
and compliance to set up you can then
link them and label tutors and to saw
those policies that you may have within
your Center do you have some quick
action buttons on the right-hand side
such as we can quickly jump to this
tutors plans assessments we can complete
out to two observations have a look at
journal entries I have a look at the
cheaters calendar
the bottom page we have a search bar for
learners and some more IQ options here
as well we'll touch upon some of these
as weak self work our way through okay
so the main function within the the IQ a
user role is the unit-sample him okay
all that planning around the unit
sampling and carrying out the sampling
and everything in between
so what we have and this is available
two V's as well and if you know forever
isn't you do have an Eevee within your
sensor no it's more of a traditional
sort of user role within the process but
they do also have access to this
something table okay so if we head over
to the unit sample which can be found in
the left hand menu it will bring up yes
so the way the unit something works in
one file is that you plan by a learning
game I'm sure that's very similar to how
a lot you guys would plan anyway so what
we want to do is go ahead and select our
units in our learning in rather I think
I'm just wants to leave it as that now I
know that is a probably terrible example
to use so therefore endpoint assessment
but if you didn't know that we'll have a
look at that's it it's an operation
Department and soft standard here we can
also filter through any tutor so again
if you try to drill down by a class
tutors and archived learners really
important to remember as well you can
still report and plan and have a look at
what you had completed with lands that
may have been now signed off so to speak
no completes their program they have
been archived okay really useful to
remember you'll often find this with
reports as well that'll be an archived
include archived learners a little tick
box okay if you go ahead and submit that
though after we've chose our learning
game it then comes up with the unit
sampling table now it's a lot going on
here
so what is it they're actually looking
at so once you're selected and submitted
that learning game is then come back
with all the learners that we have got
access to but I'm working towards that
learning game presented with their name
along that one Jen working towards this
at the moment you then have their start
date and then we have an each unit
that's in that learning game okay and
these days is currently showing the
anticipated anticipated
please and eights if you don't see any
days in these boxes it may mean that
that unit has not been assigned to the
learner okay so if they're working
towards a more traditional framework
these Armstrong units for example and
that'll be why they'll be gaps in these
days here I can we got some keys at the
bottom as well but well I'll touch upon
these in just a moment now there's a
couple ways of looking at the sampling
table itself okay wait it's these tick
boxes here at the top is very much down
to personal preference and how you guys
filter through some of this may be in
line with how you guys currently plan in
an existing system or an Excel
spreadsheet however maybe just wherever
you guys prefer really so we're
currently looking at these simple view
okay which go ahead and select advanced
it gives us some extra data and this
extra date is displayed on the
right-hand side here so we can now have
a look at specific planned activity such
as the planned completion dates if we
select that you can see there's plenty
completion dates all pop up in each unit
we control the plan formative sample
days okay selects either one but we've
not planned anything yet so that's why
nothing to show you and semi processes
as well so you can sort of filter
through those activities if you wish
their actual activity I'm sure of course
as we kind of click through these little
show and the actual sampling that we've
done in relation to each these points
okay but we don't really put any plans
in place for this one and so we'll come
back to that and Vance view in just a
few minutes we'll have a look at a more
a more complete learning game I try to
choose this one to begin with so I can
show you guys some planning before then
we look at I've looked at a learning
game there were a lot of the samplings
already been completed okay so we do
have some more filter options even if
we're looking at the simple view so
we're currently looking at the plan that
sample with anticipate completion dates
so it's good completion dates there's no
plan as far as you can tell okay so
that's what we can be doing in just a
moment and we have a look at an actual
sample dates as well and which again
should with nothing it can also show
like secession processes and unit
rejections but again I'll probably
highlight those in just a moment and
when we've got a more complete plan so
when it comes to actually planning
underneath we have all the assessment
methods
Center again it's something that your
sense of manageable control and
customize and they'll be able to create
all the assessment methods for your
sensor and give each a color underneath
we have the planning and sampling so
lesson know where there were currently
pending any objections if it's done as a
formative planning formative sampling or
summative sampling and then underneath
it's the I trade processes okay so those
are other things that you'd be looking
for aside from having a look at the
likes of okay so I'm gonna look at
project I want to have a look at some
independent learning and have a look at
some work products maybe some case
studies
there's also can be other things that
are unique to your Center maybe your
delivery that you'll also be looking for
ok so again as I mentioned earlier any
actions or processes must be created by
the center manager first we already have
some built in here as examples such as
learner interviews progress of off the
job and monitoring a froth job planning
for off the job I'm sure that's what a
lot of you guys will be looking for if
you work into our standards quality
observations reviews of progress at
Target settings milestones things like
that ok so I said I've created all these
on my Center and shall sense managers
that have to as well okay so these are
all the sort of things that we can apply
now within our plan so how do actually
go about planning ok so if we're looking
at individual units listen we can have a
look at unit one for example select unit
one itself and it takes us routes the
planning page here we can now select
these assessment of methods that we'll
be looking out for okay so maybe we'll
have like workbooks where products
definitely reflects of accountants in
case that is it was those planned
processes I'm gonna be looking at the
planning far off the job and I want to
focus on those milestones as well and
what's great about the plans to fill
your own calendars in within one file
itself is that you can set yourself
reminders case of no man this jump was
finishing
yeah at the day a moment ago was it like
the seventh of the third we can then go
ahead and say okay well I'm gonna plant
a sample this a bit more closer to that
end date so I'm sure they'll be a bit
more work there so if we have a look at
seven to the third so I'll have a look
say mid-february okay you don't have to
say
tasks but doing so it means only 12th of
February next year I'll receive a task
reminding myself that I was planning to
sample this particular unit quite handy
Rayland okay in any additional comments
as well there may be additional things
pointers that you might want to leave
for yourself if when you do come home to
do the actual sample so this box there
and this will carry through when you
come through to ducts to do the sampling
so again any additional information that
you may need there for your plants go
ahead and save that and we can see
something's changed within this table
then you have little clumps of colors
and we also have some got some
abbreviations really okay so you may put
tunity together but these blocks of
colors signify an assessment plan and
the assessment method apologies
implanting far too often here so yeah
each color will represent a an
assessment method you can see underneath
and then those planned abbreviations it
would seem like it and those processes
okay so poj is planning for off the job
you can see there at the bottom and TRS
is the target set see again at the
bottom okay so this is how the planning
goes ahead with your IQ AIDS now you may
not and I'm sure the chances will be you
thought we're going into each and every
unit and say okay this one I'm planning
for this unit this is one plan for this
unit and this is one planning for this
unit and this learner it just doesn't
happen that way does it it'll be some
that you will focus on and there'll be
others that you'll probably plan quite
sporadically you know in quite a random
fashion so you can do a plan across
multiple units at once we're currently
in single mode and for anyone who's new
to this software and then this IQ a
tables pose would always recommend start
with single mode and then once you kind
of get the gist of it we can then jump
into multi mode okay
so to turn multi mode on if you like if
we have a look up here we got this
little blue button that's a single mode
selecting this you'll find it's exactly
the same page that we were just on
however
it's now shared on the same page okay so
the only thing you say try using the
single mode to begin with it's just so
then you used to how the system is
actually you know planning this things
planning these other pages with you and
but once you're familiar with that you
can use multi mode and you've got it all
on the left-hand side
okay so now we can actually go okay
we're looking at CPD tasks professional
discussions milestone settings again and
playing for off the job I want to have a
look at this on this date okay any
additional comments and you can apply
these individually if you wish there but
what you can do is go ahead and select
random units now as well you can select
multiple units and have put this plan to
multiple units all at once so flirt and
play on and close multimode you can see
now that we have multiple plans across
multiple units and we only have to do
the ones okay to show you guys a bit of
a better example I'm gonna jump into a
different learning cane here that means
go and submit this okay so just jump
into another learning game one that's
right I know a bit more something has
been completed and got a few more
learners on and plans here as well
okay so we're currently looking still at
the simple view having a look at the
planned sampled plant samples with
anticipate completion dates now if I go
ahead and choose actual sample because
like I said a lot of something's already
been done with these learners as regards
these actual sample with unit dates
sign-off okay we've got some different
information so first off if there's any
dates in here it means those units have
been signed off if there's anything
missing
which means that they haven't been
signed off yup in terms of our planning
though in the plans remained those
colors and little abbreviated air have
sort of remained but we now have I guess
another key to follow here now we do
have this out loud we do have it on the
page rather underneath so axis means it
was plan three sampled but it wasn't
actually sampled P implant assembled and
it was well pleased good as planned and
then n means it was sampled it wasn't
necessary planting this you can see the
peas here we've got X's we've got ends
as well
now the other abbreviations underneath
okay he's lesson though basically was a
formative or summative and sample was it
done before or after the sign up so to
speak
okay click an insert unit once written
actual mode proposed to the planned mode
it then takes us to the units around
okay so the tents that you'll be sent
and a lot of unit summaries you don't
necessarily have to do too much with
them so you've signed a few minutes
before anyway so you don't necessarily
need and every one off but the maybe
ones that you want to come in and and
have a look at and sample further and
feedback to our tutors here so what the
unit summary page actually shows us a
little bit learn information and learn
again information at the top we then
have outcomes so all the outcomes in
progress towards those for each learner
we then have the related assessments or
all the activities that we completed by
this learner and then you know signed
off buying be a cheater in the brackets
here it's important to use of highlight
the whole plan that we set up this
implanted or summative and the plan
gross over looking for is the off the
jobs are planning for off the job
because of course we can now jump into
any one of these assessments to carry
out some sampling any attachments so if
the tutor I learned how to attach
anything to the unit Sumner it might be
the collection of work itself it may be
links to the wider portfolio okay and as
you scroll down we can see the full
feedback from the sort of tutors and
learners and in this case the anchors
already came along is actually this has
been a unit that's been resubmitted okay
so you only see our comments to the
cheater there okay we could leave more
comments you can also leave comments for
the employers the observers and the
learners to from the units on your page
okay once we're happy or this in this
instance like so this has been a
resubmitted unit but we're willing to
have an action and that action would be
to either resubmit our so enough or sign
off without sampling so now it comes to
something like I said we've jumped in to
a particular unit somewhere here so
we're looking for planning off the job
here's all right activities we can now
stand for so we can click into any one
of these it takes us through to the
activity itself okay so this is the
instructions to learn or to receive
resources here's a criteria that got
signed off and here's the evidence that
they provided followed by the feedback
and comments
from the cheetah okay now we can review
all of this we can review the criteria
that I've selected have a look at the
evidence supplied these highlighted
areas means it's been annotations left
ok annotations left by the tutor and
often to give quality and pinpoint
feedback so you guys can hover and
select over them to see what's been said
okay so again we can leave any feedback
to any of those start users important to
the learner and then it comes the actual
sample itself no yeah and this one's
already been completed by the iq8 but
basically you'll choose whether you
accept so you reject you then say
whether the assessment judgments were
fair safe valid or reliable you then
they come across your anchorite actions
i guess the ones that i've mentioned
only one that you sent some rangers has
to set up and so in this case they left
them said it was good planning but it
was poor feedback these little numbers
in the brackets by the way is keeping
tally of how many of these actions
you've I've selected in the past against
this tutor okay so this will be a good
area say okay so this is the second time
that know that we've witnessed good
planning for this tutor maybe I want to
include that in my feedback to the tutor
themselves and let know but perhaps this
poor feedback which data to build up and
you say okay this is no the fifth
occasion where we've noticed the
feedback wasn't constructive enough okay
so really helps you guys
and so I've give your feedback so that
learners tutors and everyone in between
you then also have an option to leave
feedback on the choose planning
judgments feedback and actions before
you then actually sign it off okay like
so this one Xavi Epstein sampled and by
the iqa jump back to all units for this
learner
go back through the unit sampling table
rather be a little bit quicker this us
getting this
back up there okay so that's how we use
the the sampling table that's how we
plan that salvia and how we then sort of
carry out sampling but it isn't the only
way to the home screen okay of course we
could do any sort of random out of seven
by jumping into the assessments and
teaching learning plans that we can jump
to in here as well but there's some
really useful reports in the system
which is quite quite effective really
your day-to-day runnings of things so
just turn to the report of sweets on the
left-hand menu here it's just one report
I want to highlight to you guys before I
sort of quickly closed off I mention a
few other things and that is IQ a ready
assessment case you come down to the
iq reports they were split into sections
as fines a little bit easier there's one
here called IQ ready assessments also
one for unit sometimes well if you
wanted to have a look in there and more
report view okay that's why didn't these
day parameters you can choose different
report groups and have looking different
tutors and statuses as well so we just
look at things that have been accepted
things that are pendant rejected we got
lots and lots of ideas that use this
report in this system as it really just
helped some state itself on top of
things and there's so with IQ reading
assessment okay if you see the links are
pending that doesn't mean it's pending
waiting for something from you guys okay
that means at least something pending at
the moment between the learners and the
tutors for this particular assessment
and if you want to know any of these
things were we shall follow the
reference on the left hand side he'll
tell you through so that activity itself
okay where if we wanted to we could
complete some new sampling this really
looks like by the way the IQ eight
hasn't finished there something we've
got a button for except to resubmit and
you see those text boxes now for
comments on the planning judgment
feedback and actions itself okay guys I
notice we've hit that fair two minute
mark so the last thing I'd like to
mention and I guess would be the
interviews and observations okay so we
can access this through the very bottom
of the page your home page like Chiefs
observations on left and right down the
way these actually work within the one
file is once again there's no default
version of this your sensor managers
have to create an interview form and an
observation form before you can then go
ahead and then complete any observations
or interviews okay by selecting into the
observations are interviews it'll say
it's in this page where you can actually
have a look at all the completed ones
you can export its information out which
can be quite useful actually it's create
a new one would use that button at the
top there okay so this is an example and
that I've built on my sensor and like I
said your sense measures will have to
create one of these okay so basically if
you come from a paper process or an
existing system if you already have a
method which you follow to complete
interviews or observations give that to
your sensor managers and allow them to
recreate it in our
okay guys thanks very much everything we
want to touch upon today's moreover I
very much at any introduction ciq as we
wanted to focus on that sampling table
and there is very much a lot to sort of
get your head around when it comes to
areas but once you've done one table and
done one plan it kinda also begins to
fall in place from there um so hopefully
that has been you told some you guys
either as an introduction if you've
never seen the the system before as an
anyway yeah perhaps we'll just drones in
each sensor that uses one file and
you're just trying to get to grips with
it hopefully that has been a good
introduction
okay so we'll have a look at some
questions in just a moment but for
everyone else Amy isn't sticking around
thank you very much for attending today
I do hope you enjoyed the rescue week
and I'll see you on the webinar in the
future everyone else I'll be back in
just two ticks answer your questions