DLMS Admin Reference Manual

Caterpillar University
DLMS & Performance Center

DLMS Administrator Reference Manual
Caterpillar 2008 Printed in USA

CAT, CATERPILLAR, their respective logos, and Caterpillar Yellow, as well as corporate and product identity used herein, are trademarks of Caterpillar and may not be used without permission.
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Caterpillar DLMS & Performance Center Administrator Reference Manual Last Updated: (April 24, 2008 )
TABLE OF CONTENTS
OVERVIEW OF DLMS & CATERPILLAR PERFORMANCE CENTER ......................... 3 ABOUT REFERENCE MANUAL.................................................................................... 4 GETTING STARTED ...................................................................................................... 5
CAMPUS OVERVIEW .............................................................................................................6 CAMPUS HOME PAGE FEATURES ..........................................................................................7 TOOLS AND RESOURCES TAB ...............................................................................................8 MARKETING AND PROMOTIONS TAB......................................................................................9 CAMPUS TAB.....................................................................................................................10
SEARCHING ................................................................................................................ 11
USING HOME PAGE SEARCH ..............................................................................................12 USING COURSE CATALOG SEARCH .....................................................................................13 SEARCHING COURSE CATALOG WHEN REGISTERING LEARNERS (MANAGER / ADMIN) ...........14 FEATURES AVAILABLE ON SEARCH RESULTS SCREEN ..........................................................15 TO VIEW DETAILED COURSE INFORMATION .........................................................................17
LEARNER FEATURES OF MY LEARNING TAB ..................................................... 18

TO REGISTER FOR A COURSE OFFERING ............................................................................19 TO REGISTER FOR A COURSE OFFERING THAT REQUIRES MANAGER APPROVAL ...................20 TO CANCEL AN ENROLLMENT .............................................................................................22 TO VIEW MY COURSE HISTORY ..........................................................................................23
LEARNER USING MY LEARNING TAB FOR CERTIFICATION.............................. 24

VIEWING YOUR CERTIFICATION DETAILS .............................................................................25 LAUNCHING COURSE ALONG CERTIFICATION PATH ..............................................................26 VIEWING YOUR CURRICULA DETAILS ...................................................................................28 VIEWING YOUR CURRICULA DETAILS ...................................................................................29 LAUNCHING COURSE ALONG CURRICULA PATH ...................................................................30 VIEWING LEARNING PLAN...................................................................................................33
MANAGER FEATURES OF THE MY TEAM TAB .................................................... 34

TO REGISTER LEARNERS IN A COURSE OFFERING ...............................................................35 TO VIEW, APPROVE, AND CANCEL AN ENROLLMENT FOR A LEARNER ....................................38 TO VIEW TEAM HISTORY ....................................................................................................40
MANAGER USING MY TEAM TAB FOR CERTIFICATION ..................................... 41

TO ASSIGN A CERTIFICATION FOR A MEMBER OF YOUR TEAM ..............................................42 TO VIEW CERTIFICATION PATH DETAILS FOR A MEMBER OF YOUR TEAM ..............................45 TO MANAGE LEARNING PLANS FOR A MEMBER OF YOUR TEAM ............................................46
DLMS ADMINISTRATOR USING DEALER ADMIN TOOLS.................................... 50

TO REGISTER LEARNERS IN A COURSE OFFERING ...............................................................51 TO VIEW AND CANCEL AN ENROLLMENT FOR A LEARNER .....................................................54 TO SEARCH ORDER HISTORY .............................................................................................56 TO VIEW LEARNER HISTORY ..............................................................................................57 TO MODIFY LEARNER HISTORY ..........................................................................................58 TO VIEW AND PRINT REPORTS ...........................................................................................59 ASSIGNING A CERTIFICATION TO A LEARNER .......................................................................60 ASSIGNING CURRICULA TO A LEARNER ...............................................................................62
DLMS Administrator Reference Manual Last Updated: (April 24, 2008 )
EXTRA RESOURCES FOR DLMS ADMINISTRATOR

ROLES AND RESPONSIBILITIES............................................................................... 64
ROLES & RESPONSIBILITIES (DLMS ADMINISTRATOR ) ........................................................64 ROLES & RESPONSIBILITIES (DLMS CAMPUS ADMINISTRATOR) ...........................................64 ROLES & RESPONSIBILITIES (MANAGER).............................................................................64 ROLES & RESPONSIBILITIES (LEARNER)..............................................................................64 ROLES & RESPONSIBILITIES (IMAP COORDINATOR) ............................................................65 ROLES & RESPONSIBILITIES (REGISTRAR) ..........................................................................65 ROLES & RESPONSIBILITIES (ILT OFFERING CREATOR) .......................................................65 TRAINING RESPONSIBILITIES ..............................................................................................65
OVERVIEW OF RELATIONSHIP BETWEEN DLMS & IMAP ..................................... 66

CREATING NEW IDENTITIES & CWS IDS .............................................................................67
To create a New Identity................................................................................................................ 67 To Create a CWS ID...................................................................................................................... 71
IMAP ACCOUNT MANAGEMENT (FOR REVISING EXISTING ACCOUNTS) ...................................73

To Modify an Existing Identity........................................................................................................ 73
DLMS SUPPORT MODEL ........................................................................................... 80

FIRST LEVEL SUPPORT FOR DEALER EMPLOYEES: ..............................................................80 SECOND LEVEL SUPPORT FOR DEALER EMPLOYEES:...........................................................80 THIRD LEVEL SUPPORT FOR DEALER EMPLOYEES: ..............................................................81
TABLES AND FIGURES

FIGURE 1 MODIFY TABLE SCREEN FROM LEARNING RESULTS...................... 16 FIGURE 2 CALENDAR VIEW SCREEN FROM LEARNING RESULTS .................. 16 FIGURE 3 CURRENT LEARNING PLAN ACTIVITIES............................................. 33 FIGURE 4 VIEWING LIST OF CERTIFICATIONS .................................................... 44 FIGURE 5 VIEWING ALL LEARNING ACTIVITY FOR TEAM MEMBER ................ 49 TABLE 1 SEARCHING FOR AVAILABLE CERTIFICATIONS & CURRICULA....... 61 TABLE 2 CATERPILLAR DLMS CAMPUS ADMINISTRATORS............................. 81 TABLE 3 DLMS TECHNICAL RECOMMENDATIONS............................................. 82
OVERVIEW OF DLMS & CATERPILLAR PERFORMANCE CENTER

Caterpillars Dealer Learning Management System (DLMS) is a powerful tool that assists dealer employees, managers, and training administrators in managing personal growth and development. To access DLMS, a dealer employee will need to connect to a Caterpillar Performance Center (also referred to as a Campus). The Campuses are dealer interfaces for utilizing DLMS. The following Campuses are available to dealers: Sales Campus Service Campus On-Highway Campus Rental Campus Power Systems Campus Electric Power Campus Marine Campus Industrial Campus Global Petroleum Campus Product Support Sales Campus (https://dlms.logicbay.com/salescampus) (https://dlms.logicbay.com/servicecampus) (https://dlms.logicbay.com/onhighwaycampus) (https://dlms.logicbay.com/rentalcampus) (https://dlms.logicbay.com/powersystemscampus) (https://dlms.logicbay.com/electricpowercampus) (https://dlms.logicbay.com/marinecampus) (https://dlms.logicbay.com/industrialcampus) (https://dlms.logicbay.com/globalpetroleumcampus) (https://dlms.logicbay.com/productsupportsalescampus)
There is also a DLMS Landing Page that enables navigation from one location to all assigned Campuses at https://dlms.logicbay.com.
Note: The term Performance Center will be referred to as Campus through the remainder of the training manual.
Each campus provides access to learning, manager tools, and training administrator tools based upon the individuals job role within the dealership. The Campus is web-based and can be accessed from any personal computer with Internet access, provided you have a Caterpillar Corporate Web Security (CWS) ID and password. Once a dealer employee is connected to the Campus, they can easily register and manage their course offerings, certifications, and curriculums. They also benefit from access to tools and resources and Campus specific news from Caterpillar regarding dealer related learning.
ABOUT REFERENCE MANUAL

The DLMS Administrator Reference Manual is a step-by-step guide for DLMS Administrators to use for DLMS core functionality based upon the three primary roles (Learner, Manager, Administrator) within the system. The manual covers the following topics for each role:
Learners Using the My Learning Tab

Registering for a course Viewing course enrollments Canceling a course enrollment Viewing course history Viewing certifications Viewing curricula
Managers Using the My Team Tab

Select courses for team Manage team enrollments View course history for team Manage certifications for team Manage curricula for team
Training Administrators Using Dealer Admin Tools

Manage course enrollments for learners in organization Manage Course History for learners in organization Manage Certifications for learners in organization Manage Curricula for learners in organization Search order histories for organization View and run reports for organization
GETTING STARTED
1. 2. Click your web browser. Type https://dlms.logicbay.com in the URL address line to access the Caterpillar DLMS Landing page.
Note: You can also go directly to the campus of your choice by typing its web address. See Page 2 for a list of campus links.
3. Type your CWS Login ID and Password in the appropriate fields and click the Click Here to Login button. (If you do not have a CWS account or if your CWS account has expired due to inactivity, contact your IT Dealer Security Coordinator).
Note: -If you have already logged on with Corporate Web Security (CWS), the DLMS Landing page will display. -If your account has been disabled, Click the New Account/Help link on the CWS page. -If you forgot your password, Click the Forgot Password? link on the CWS page.
Campus Overview
The DLMS Campus Home Page presents navigation and role-based links to content and websites dependent on: Learner job role as indicated in the Caterpillar Global Directory Learners marketing organization Learners marketing region Learners marketing district
Note: Clicking the Home tab will take you to the DLMS Campus Home Page.
Campus Home Page Features
Help
Explains general functionality of the campus.
Contact Us
Provides DLMS Administrator contact information for the users dealership.
Profile
Enables customization of Locale preferences (language & timezone), and Catalog Search preferences (location, language, delivery type, search results).
Front Page News

Displays campus specific updates, announcements, and celebrations.
Log Off
Used to exit the DLMS Campus. The DLMS session will not terminate until this link is utilized.
Tools and Resources Tab

Provides links to campus documents, websites, and role specific tools.
Marketing And Promotions Tab

Within the Sales Campus you will find an additional tab titled MARKETING / PROMOTIONS, which provides links to current campaigns and activities, such as employee incentive programs.
Campus Tab
Enables navigation between multiple campuses. . Note: The CAMPUS tab will only display if the learner has access to multiple campuses.
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SEARCHING
The Search feature is intended to help the user find DLMS Campus documents and courses. The next section covers the two types of searches available to a learner (Home Page Search and Course Catalog Search images shown below) in addition to the functions available to once search results are obtained (i.e. printing, exporting, column sorting, and others). Home Page Search
Course Catalog Search
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Using Home Page Search

You can utilize the Home Page Search to quickly find documents or courses by clicking on the appropriate radio button. You can search for a course by typing in a part of a word, a word within the title, a keyword, course number, or offering ID.
1. 2. 3.
Type text in Search field (i.e. sales) Select Documents radio button Click button next to Search field Search Results display below.
Home Page Search for courses is demonstrated in steps 4 & 5 below using the same keyword of sales.
4. 5.
Select the Courses radio button Click button next to Search field A separate window opens and performs a search of the DLMS course catalog using sales in the course title field.
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Using Course Catalog Search

The Catalog Search allows you to narrow your search by supplying more specific information such as Location, Facility, Course Number, etc
1.
Highlight the MY LEARNING tab. Click on Search Course Catalog.
2.
Once the Course Catalog screen is displayed you will need to enter search criteria.
Note: The value entered in the title field defaults to a starts with query. If you add a % sign preceding the value, it builds a contains query.
3. 4.
Type in a keyword or value (i.e. %business in Title field). Click Search Course Catalog. The Learning Offerings and Packages section of the screen will appear with your search results.
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Searching Course Catalog When Registering Learners (Manager / Admin)

1. During the process for a manager or administrator registering learners for a course the system defaults to a full text Simple Search of the Course Catalog.
Note: You can click on the Advanced Search link to switch to the default course catalog search.
2.
You can type either the course title, part of the title, or course number in the Search field; or leave the Search field blank. Click the Search Course Catalog button. The system will return all available offerings, sorted by Course Title, where your search text was found in one of the following: Course Title Course Number Course Description Learning Objectives
3.
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Features Available on Search Results Screen

You can perform a variety of tasks once Learning Offerings and Packages are returned from your search.
You can: 1. 2. 3. 4. Click Modify Table link to change columns for Learning Offerings (See Figure 1). Click Export to export your results to a .CSV file that you can open in Microsoft Excel. Click Print to send your results to a printer. Click Calendar View link to view offerings in a calendar format (See Figure 2).
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Figure 1 Modify Table Screen from Learning Results
Figure 2 Calendar View Screen from Learning Results
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To View Detailed Course Information
1.
You can view more detailed information about a course once its displayed under Learning Offerings and Packages by clicking on the specific course title. The Learning Details screen is displayed.
From the Learning Details screen you can do the following: Note: Information provided on the Learning Details screen may change based upon the delivery type of the offering you have selected (i.e. Web Based, Instructor Led, etc). 2. 3. 4. 5. 6. 7. 8. 9. 10. View Title for this course. View Delivery Type for this course. View the Language for this course. View the Offering ID for this course. View Description for this course. View Learning Objectives for this course. View Manager Approval Required status for this course. View Instructor for this course. Register for this course or View More Details for this course.
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LEARNER FEATURES OF MY LEARNING TAB

The MY LEARNING tab is where you can perform the following: Search and register for courses Manage your course enrollments View your course history View your learning plan View your certifications View your curricula
18
To Register for a Course Offering

Note: If you are unfamiliar with how to search for Learning Offerings and Packages, review the Search section of the manual.
1.
Click the Register link next to a course listed under the Learning Offerings and Packages display. The Registration Confirmation screen is displayed.
Note: Since this course didnt require manager approval the Status field shows a value of Confirmed.
You can now click on any of the following features from the Registration Confirmation screen. 2. 3. Click the Print link to print a copy of Registration Confirmation. Click the Launch Content link to launch the course. Note: Only if Delivery Type is Web Based Training
4.
Click on Go to My Courses to view this offering in your list of course enrollments.
19
To Register for a Course Offering that Requires Manager Approval

Note: If you are unfamiliar with how to search for Learning Offerings and Packages, review the Search section of the manual..
1.
Click the Register link for a course listed under the Learning Offerings and Packages display.
The Registration Notices screen is displayed.
2.
Click the Continue with Registration button. The Create Order screen is displayed.
Note: Since this course requires Manager Approval the Status field shows a value of Pending Approval. 3. Click the Place Order button.
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The Registration Confirmation screen is displayed.
4. 5.
Click the Print link to print a copy of Registration Confirmation. Click on Go to My Courses to view this course in your listing of your course enrollments.
6.
Check your e-mail for a system-generated message notifying you that the course offering is pending your managers approval.
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To Cancel an Enrollment
1.
Highlight the MY LEARNING tab. Click on View My Courses. The My Courses screen is displayed.
2. 3.
Locate the course you want to cancel. Click the Drop link next to the title of the course you want to cancel. The Drop Offering screen is displayed.
4.
Click the Drop button to confirm your cancellation. The My Courses screen is displayed with the learners current enrollments.
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To View My Course History
1.
Highlight the MY LEARNING tab. Click on View My Course History. The My Course History screen is displayed. Note: The Course History defaults to one year.
2.
Select a date range for viewing your course history; you can use the icons to launch a calendar applet for choosing a date. Click the Search button once you have selected a date range. All completed courses display under Course History for the chosen date range.
3.
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LEARNER USING MY LEARNING TAB FOR CERTIFICATION

A Dealer Learner can use the My Learning Tab for Viewing Learning Plans and Viewing Certifications.
24
Viewing your Certification Details
1.
Highlight the MY LEARNING tab. Click on View Certifications The My Certifications Screen is displayed.
2.
Click name of Certification (i.e. Machine Sales Manager Foundational Level Certification) Certification Details screen is displayed.
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Launching Course along Certification Path
1.
Click the Switch to Detailed Status View link from the Certification Detail screen. The Detailed Status View screen is displayed.
2.
Click the Register link next to course you wish to take.
26
The Course Catalog screen searches for offerings of the selected course (i.e.Opportunity Management) in the Learning Offerings and Packages section.
3.
Click the Register link once again. The Registration Confirmation screen appears.
4.
Click the Launch Content link.
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28
Viewing your Curricula Details
1.
Highlight the MY LEARNING tab. Click on View My Curricula The My Curricula screen is displayed.
2.
Click name of Curricula (i.e. Service Campus Electrical) Curricula Details screen is displayed.
29
Launching Course along Curricula Path
1.
Click Switch to Detailed Status View from Curricula Detail screen. The Detailed Status View screen is displayed.
2.
Click the Register link next to course you wish to take.
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The Course Catalog screen searches for offerings of the selected course (i.e. 7-Step Diagnostic Process Course) in the Learning Offerings and Packages section.
3.
Click the Register link once again. The Registration Confirmation screen appears.
4.
Click the Launch Content link to launch course.
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32
Viewing Learning Plan
1.
Highlight the MY LEARNING tab. Click on View My Learning Plan. The Learning Plan view is displayed.
2.
Click View Activities button to view all of your current Learning Plan Activities (See Figure 3).
Figure 3 Current Learning Plan Activities
33
MANAGER FEATURES OF THE MY TEAM TAB

In addition to the Learner functionality, a Manager also has a My Team tab where she/he can: View Team Courses View Team History Register learners in a class View, approve, and cancel an enrollment for a learner View Manager Reports
34
To Register Learners in a Course Offering
1.
Highlight the MY TEAM tab. Click on Select Courses for Team. The Course Catalog screen is displayed.
Note: If you are unfamiliar with how to search for Learning Offerings and Packages, review the Search section of the training manual.
2. 3.
Search course catalog in order to find a course(s). Click the Register link for the desired course offering. The Create Order screen is displayed.
4.
Click the Add Learners link to register a learner.
35
The Search for People screen is displayed.
5.
Type the Last Name and/or First Name of the person you want to register, or you can leave all the fields blank and look at all of the people who report to you. Click the Search button. Based on your search criteria, the People display at the bottom of the screen.
6.
7. 8.
Check the box next to the learner you want to register. Click the Select button.
36
The Create Order screen will display.
9. 10.
Click the Remove From Cart link to remove the No Learner Assigned. Click the Place Order button to confirm the order. After clicking the Place Order button, the Registration Confirmation Screen Is displayed.
11. 12.
Click the Print link to print a copy of Registration Confirmation. Click on Go to Team Courses if you would like to view your teams enrollment
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To View, Approve, and Cancel an Enrollment for a Learner
1.
Highlight the MY TEAM tab. Click on View Team Courses. The Team Courses screen is displayed.
2.
Click the name of the learner you want to view and approve enrollments for, or to cancel from a course. The learners Courses screen is displayed.
Note: The View Courses By dropdown menu defaults to courses that are Pending Approval.
3.
Click the Approve link under the Actions column for the course you wish to approve.
38
4.
Select All from the View Courses by dropdown menu if you would like to view all course enrollments for a learner. To drop a learner from a course, Click the Drop link next to the title of the course you want to cancel. The Drop Offering screen is displayed.
5.
6.
Click the Drop button to confirm the cancellation. The learners Courses screen is displayed with the learners current enrollments.
39
To View Team History
1.
Highlight the MY TEAM tab. Click on View Team History. The Team History screen is displayed.
2.
Click the name of the learner to view their learning history. The learners Course History screen is displayed.
3. 4.
Select a date range. The system defaults to one year from the current date. Click the Search button All completed courses display under Course History.
40
MANAGER USING MY TEAM TAB FOR CERTIFICATION

A Dealer Manager can use the My Team Tab for Viewing Learning Plans for learners and Viewing Certifications for learners.
41
To Assign a Certification for a Member of Your Team
1.
Highlight the MY TEAM tab. Click on View Team Certifications The Team Certifications Screen is displayed.
2.
Select the Team Members in which you would like to assign a certification (single or multiple selection).
Note: Prior to Step 3, you can also click on the name of a team member in order to view the current certifications for the selected learner.
3.
Click the Add Certification link. The Add Certification Screen is displayed.
4.
Click the Search button.
42
The Certifications are displayed at the bottom of Add Certification screen.
5.
Click the box in the Select column corresponding to the Certification you wish to assign. The selected certification will be assigned to all team members you have selected.
Note: The selected learner now has an additional certification added in the Assigned column of the Team Certifications screen.
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Figure 4 Viewing List of Certifications
Here are explanations of each column (from left to right) for the Certifications table listing. Select: Check box for selecting a certification from the list. Name: Displays the name of the certification Available From: Indicates the date in which the certifications were made available. Discontinued From: Indicate the date in which a certification was discontinued Target Days: Indicates the number of days the learner has to complete this certification. Expire in: This indicates how many days this certification is available for use. Notify before (days): Specifies the point in which a Target Days notification should be sent.
44
To View Certification Path Details for a Member of Your Team
1.
Click a name listed under Team Member column. My Certifications screen is displayed.
2.
Click on certification assigned to learner Certification Details Screen is displayed.
3.
Scroll down to see details of the learners progress within this certification path.
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To Manage Learning Plans for a Member of Your Team
1.
Highlight the MY TEAM tab. Click on View Team Learning Plans The My Team Plans Screen is displayed.
Note: You can View all Learning Activities for a member of your team by clicking View All Activities link (See Figure 5 for example). 2. Click the View All Plans under the Actions column for the learner whose plan you wish to manage. The Plans Screen is displayed.
3.
Click the Learning Plan link.
46
The Learning Plan is displayed.
4.
Click the Add Activity link for the learner.
5.
Pick the Activity Type (i.e. Course)
47
6. 7. 8. 9. 10.
Click the button next to the Course field to select a course. Type in search criteria (i.e. Cat Engine in the Title field). Click Search button. Select a course. Specify Due Date by clicking calendar icon and selecting due date.
The Activity has been added to the learners plan.
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Figure 5 Viewing All Learning Activity for Team Member
49
DLMS ADMINISTRATOR USING DEALER ADMIN TOOLS

In addition to the Learner functionality, a Dealer Training Administrator also has a Dealer Admin Tools link, which is located under the TOOLS & RESOURCES Tab. The Training Administrator can use Dealer Admin Tools to: View Learner Courses View Learner History View Learner Curricula View Learner Certifications Create Orders (Registering Learners) Search Order History View Reports
50
To Register Learners in a Course Offering
1.
Highlight the TOOLS & RESOURCES tab. Click on Dealer Admin Tools and Create Order. The Create Order Screen is displayed.
2.
Uncheck the Include Contact as Learner box, unless you want to register the Order Contact for the course. Note: The Order Contact is the person who is responsible for ordering the selected courses for the selected learners, and that is generally the Dealer Training Administrator.
3. 4.
Type the First Name and/or Last Name of the Order Contact person. Click the Search button. Based on your search criteria, the Order Contact information is displayed at the bottom of the Create Order screen.
5.
Click the box next to the appropriate Order Contact.
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6.
Search course catalog and click the Register link next to Course Offering in search results.
Note: If you are unfamiliar with how to search for Learning Offerings and Packages, review the Search section of the training manual.
The Create Order Screen is displayed.
7.
Click the Add Learners link to register. The Search for People Screen Is displayed.
8. 9.
Type the Last Name and/or First Name of the learner you want to register. Click the Search button. Results appear under the People section of the screen.
11
10. 11.
Check the box next to the learner(s) you want to register. Click the Select button.
52
You are directed back to the Create Order Screen, which displays No Leaner Assigned and the learners you selected to register.
12. 13.
Click the Remove from Cart link next to the No Learner Assigned. Click the Place Order button. The Registration Confirmation screen is displayed, confirming the learners are enrolled.
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To View and Cancel an Enrollment for a Learner
1.
Highlight the TOOLS & RESOURCES tab. Click on Dealer Admin Tools and View Learner Courses.
The Courses screen is displayed.
2.
Type the Last Name or the Full Name (First Name space Last Name) of the learner(s). Separate multiple names with semi-colons (;). Click the Search button.
3.
Using the Search criteria, learner information is displayed under Search Results.
4.
Click the View Courses link next to the appropriate learner.
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The learners Courses screen is displayed.
5.
Select All from the View Courses by dropdown menu. Note: The dropdown menu defaults to courses that are Pending Approval.
6.
Click the Drop link under the Actions column of the course you want to cancel. The Drop Offering screen is displayed.
7.
Click the Drop button to confirm the cancellation. The learners Course screen is displayed
8.
Select All from the View Courses by drop down menu to verify this course no longer appears under this learners list of courses. 55
To Search Order History
1.
Highlight the TOOLS & RESOURCES tab. Click on Dealer Admin Tools and Search Order History. The Search Orders screen is displayed.
2. 3.
Type in the search criteria for the order(s) you would like to view. Click the Search button. The order information is displayed at the bottom of the Search Orders screen.
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To View Learner History
1.
Highlight the TOOLS & RESOURCES tab. Click on Dealer Admin Tools and View Learner History. The Course History screen is displayed.
2.
Type the Last Name or the Full Name (First Name space Last Name) of the learner(s). Separate multiple names with semi-colons (;). Click the Search button. Learner information is displayed under the Search Results section of the Course History screen.
3.
4.
Click the View Course History link next to the appropriate Learner. The learners Course History screen displays all completed courses for the selected learner within the past year.
57
To Modify Learner History
1.
Click the Edit link for the course you wish to edit. The Transcript Details screen is displayed.
You can: 2. Change Overall Completion Status. 3. Edit Score field. 4. Click the Print link to print results. 5. Click the Export link to export results to .CSV file. 6. Click course name to launch course. 7. Click the View link to view results. 8. Save transcript changes.
Note: Be sure to click Save button after making any changes.
(Learner Course Results) DLMS Administrator Reference Manual Last Updated: (April 24, 2008 ) 58
To View and Print Reports
1.
Highlight the TOOLS & RESOURCES tab. Click on Dealer Admin Tools and View Reports. The Run Reports screen is displayed.
2. 3.
Click the plus/minus sign next to the category of the report you would like to view. Click the title of a report if you want to run that report and view it immediately. OR
4.
Click the Email link to receive the report in an email. OR
5.
Click the Subscribe link to set up a subscription for a report.
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Assigning a Certification to a Learner
1.
Highlight the TOOLS & RESOURCES tab. Click on Dealer Admin Tools and View Learner Certifications. The Certifications people search screen is displayed.
2.
Type the Last Name or the Full Name (First Name space Last Name) of the learner(s). Separate multiple names with semi-colons(;). Click the Search button. Learner information is displayed under the Search Results section of the Certifications screen.
3.
4.
Click the View Certifications link next to the appropriate learner. The learners Certifications screen displays all assigned certifications for the selected learner.
5.
Click the Add Certification link.
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The Add Certification screen is displayed.
6.
Type in the Name of the certification you are looking for (i.e. Machine Sales) then click Search button.
Table 1 Searching for Available Certifications & Curricula Search Criteria Machine Sales PSSR Electric Power Marine Global Petroleum Industrial Rental Product Support Service Campus Association Sales Campus (Certifications Only) Sales Campus (Certifications Only) Electric Power Campus Marine Power Campus Global Petroleum Campus Industrial Campus Rental Campus Product Support Sales Campus Service Campus
7.
Select the certification you wish to assign from search results (i.e. Machine Sales Professional Foundational Level). The certification is assigned to the learner.
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Assigning Curricula to a Learner
1.
Highlight the TOOLS & RESOURCES tab. Click on Dealer Admin Tools and View Learner Curricula. The Curricula people search screen is displayed.
2.
Type the Last Name or the Full Name (First Name space Last Name) of the learner(s). Separate multiple names with semi-colons (;). Click the Search button. Learner information is displayed under the Search Results section of the Curricula screen.
3.
4.
Click the View Curricula link next to the appropriate Learner. The learners Curricula screen displays all assigned curricula for the selected learner.
5.
Click the Add Curriculum link.
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The Add Curriculum screen is displayed.
6.
Type in the Name of the curricula you are looking for (i.e. Service) then click Search button.
7.
Select the Curricula you wish to assign from search results (i.e. Service Campus Electrical). The Curricula is assigned to the learner.
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ROLES AND RESPONSIBILITIES Roles & Responsibilities (DLMS Administrator )

Must be proficient in using and supporting all roles in DLMS. Responsible for handling Level I support issues at the dealership. Responsible for providing DLMS Campus access for Dealer Users & Customers. (Primary DLMS Administrator Only). Responsible for coordinating IMAP modifications with dealer IMAP coordinator and service managers. Responsible for coordinating training for DLMS Users at the dealership. Communicate timing and scope of deployment to managers and Learners. Register learners in DLMS courses (as necessary). Assign and Track DLMS Certifications, Curricula, and Learning Plan for learners in dealership (as necessary). Run and distribute DLMS reports as necessary.
Roles & Responsibilities (DLMS Campus Administrator)

Level II DLMS Support 1st level of support for Dealer Admin Assist DLMS Administrator with course debugging and ensure courses run properly
Roles & Responsibilities (Manager)

Become proficient in using DLMS My Team functionality Work with Dealer DLMS Administrator and IMAP Coordinator to complete DLMS enrollment Identify participants in team for (SEP or TCDP) Certification program Manage Certification or Curriculum progress with team.
Roles & Responsibilities (Learner)

Be able to perform the functions in My Learning Tab Be able to register and launch courses in certification and/or curriculum path. Complete Service Campus Curriculum or Complete Foundational Certification as assigned.
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Roles & Responsibilities (IMAP Coordinator)

Works with Dealer DLMS Administrator in order to maintain reporting relationship and job role information for dealer employees who will be using DLMS. Works with DLMS Administrator to create new Dealer Customer organization codes and identities.
Roles & Responsibilities (Registrar)

Registers dealer employees and customers in course offerings.
Roles & Responsibilities (ILT Offering Creator)

Has capability to create ILT Offerings for any course
Training Responsibilities
Caterpillar University provides the initial deployment training of DLMS Administrator focusing on core DLMS functionality (Final Session: May 6-9, 2008). The DLMS Administrator is responsible for DLMS training for Sales/Service Managers, Sales Professionals, and Technicians. Contact Campus Administrator for Campus Specific training needs (i.e. Skill Gap Assessments training would be handled by Service Campus). DLMS Training is a required before obtaining the DLMS Administrator and DLMS ILT Offering Creator role.
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OVERVIEW OF RELATIONSHIP BETWEEN DLMS & IMAP

In order for a person to receive access to the DLMS, the following data is necessary information to supply the IMAP Administrator or Security Coordinator within your dealership. Certain DLMS privileges and information will not be provided, nor be accurate until this information is updated for each person who will be accessing the DLMS. Once the IMAP data is changed through the IMAP function, it will update the Caterpillar Global Directory Service (GDS). The Caterpillar Global Directory will sync with DLMS within three business days after you make the change in IMAP.
To update the following information, go to https://imap.cat.com. The data fields that need to be up-to-date for each person are:
First, middle, and last name of person o Preferred name, if different from official legal name. Email address o Email address will be used for notifications from the Performance Center regarding learning activities. Who the person reports to o A persons reports to is necessary if a manager or supervisor wants to approve learning for their team and receive email notifications. It is also necessary to list the persons reports to information for a manager to receive accurate details on their teams learning, especially through system-generated reports. Job Role o There can be no more than three job roles associated with a person within the DLMS. The most accurate job role(s) should be selected through IMAP. A job role will be beneficial to have when: Using competencies Using certifications Using reports Managers and Training Administrators push learning out to learners
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Creating New Identities & CWS IDs

Note: These Instructions are for a Dealer IMAP Administrator or Security Coordinator.
The following steps detail how to create a brand new identity and CWS ID through the Caterpillar Identity Management & Account Provisioning (IMAP) website. IMAP can be accessed via the web at https://imap.cat.com.
To create a New Identity

1. Access the IMAP website at https://imap.cat.com. 2. Sign on using your Caterpillar CWS ID and Password. 3. Click Create located under Identity Management on the left-hand side.
4. Type the persons First Name and Last Name, as well as their Preferred First Name, if applicable. 5. Click Submit.
6. Type their Middle Name, or click the None checkbox.
7. Choose the correct Affiliation Description for the person.
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8. Type your Dealer Code in Organization Code.
9. Important: Type a valid Email Address.
10. Enter a valid Telephone Number.
11. Click Search for names to choose the persons Manager or Supervisor.
Enter appropriate search information by Name. Click Search.
Or by Organization Code. Click Select next to the correct manager.
OR enter a First and Last Name if you do not find who youre looking for.
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12. Choose a Job Role and click Submit.
13. Click Create Identity.
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14. The confirmation screen is displayed. Your new IMAP account has been created.
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To Create a CWS ID
15. Uncheck everything except CWS. Click Click Here to Provision These Accounts.
16. Important: Create a CWS Login ID. The format is: Dealer code (L010) / First letter of first name (B) / First letter of middle name or (X) / First letter of last name (S). 17. Click Submit.
You have completed the process!
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If you have any questions regarding this process, please contact your Caterpillar IMAP Administrator.
You, as well as the person you are creating the account for, will receive a confirmation email.
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IMAP Account Management (for revising existing accounts)

The following steps detail how to modify an existing identity through the Caterpillar Identity Management & Account Provisioning (IMAP) website. IMAP can be accessed via the web at https://imap.cat.com. People who currently have an identity in IMAP may need two fields updated in order to access DLMS: 1) Job Role 2) Manager. Certain DLMS privileges and information will not be provided, nor be accurate until this information is updated for each person who will be accessing the DLMS. Note: Whenever changes need to be made to a learners identity (Name, Organization Code, supervisor, etc..) the identity should be modified instead of creating a new identity. Creating a new identity will cause the dealership to have multiple user accounts in DLMS and fragmented training records.
To Modify an Existing Identity

1. Access the IMAP website at https://imap.cat.com. 2. Sign on using your Caterpillar CWS ID and Password. 3. Click Modify located under Identity Management on the left-hand side.
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4. From the center dropdown menu choose the method in which you would like to search for a person to modify. (Searches can be done using a CWS Login ID, First and Last Name, etc.)
5. Using the Name option, enter the Last Name, then the First Name of the person. 6. Click Search.
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7. Once the names appear at the bottom of the screen, find the name of the person for whom you searched. 8. Click Modify to the right of their name.
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The persons IMAP identity information appears.
9. Highlight the appropriate job role(s) for the person. (There can be no more than three job roles
associated with a person within the DLMS. The most accurate job role(s) should be selected.)
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10. Select the persons manager by clicking the Search for names link under Manager/Supervisor/Company Contact.
11. Type the Managers Last Name, then the First Name in the field. 12. Click Search.
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Manager identities matching the search criteria above appear at the bottom of the screen. 13. Click Select next to the correct Manager.
14. Once the Managers name appears in the appropriate field, click Submit at the bottom of the page.
You have completed the process! The persons IMAP identity has been successfully modified.
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DLMS SUPPORT MODEL First Level Support for Dealer Employees:

The Dealer DLMS Administrator is expected to address the following initial support issues from dealer employees: Training Needs DLMS Functionality Questions DLMS Errors and Troubleshooting DLMS e-learning course issues DLMS Instructor Led enrollments
Second Level Support for Dealer Employees:

If the DLMS Administrator is unable to resolve the issue they should contact a Caterpillar DLMS Campus Administrator. Before contacting a campus administrator (See Table 2 Caterpillar DLMS Campus Administrators) it is important that the DLMS Administrator performs troubleshooting in order to diagnose the technical issue. Here is a list of preliminary questions and troubleshooting techniques for a Dealership Administrator to review and apply prior to calling the appropriate Campus Administrator with any issue. Does the learner who is reporting the issue experience the same problem on a different computer? Can you reproduce the problem? What happens when you try the exact steps that gave the learner an error? Confirm the technical requirements for the learners PC. (See Table 3 DLMS Technical Requirements). Has this error occurred in the past or did the learner just start experiencing issues with DLMS courses or functions? Does the learner have the correct campus assignments? (Critical evaluation when experiencing errors registering a learner for courses). If a course will not launch, o Validate that all pop-up blockers are disabled o Have the learner close ALL browser windows and try again. Document results. When a course isnt scoring, validate if the learner exited the course appropriately. What URL is the learner going to? Is this correct?
When reporting any issue the Dealer DLMS Admins should at a minimum give the following pertinent information for the most efficient response: Learner name & CWS Id Course name & number Exact step by step details that result in the issue (if possible) Any screenshots that may be of use (if possible) Date and Time issue occurred (be specific as possible) Location where the learner accessed the system (i.e. from the dealership, from home, etc).
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Table 2 Caterpillar DLMS Campus Administrators
Sales Campus Administrator Rebecca Kinder +1 309 494 0428 Kinder_Rebecca_A@cat.com
Service Campus Administrator Lynn Scachette +1 309 494 5985 Scachette_Lynn@cat.com Power Systems Campus Administrator Adreienne Leith +1 902 539 7633 adrienne.leith@logicbay.com On Highway Campus Administrator Lori Moore +1 309 578 2515 Moore_Lori_A@cat.com
Product Support Sales Campus Administrator Michael McGarvey +1 309 636 5347 McGarvey_Michael_O@cat.com On Highway Campus Administrator Kent Kurima +1 309 578 4511 Kurima_Kent_K@cat.com John Redding +1 309 675 8578 Rental College Campus Administrator Redding_John@cat.com
Note: DLMS Administrators are the only individuals who can contact Caterpillar Campus Administrators. If anyone within the dealership other than a DLMS Administrator contacts a campus administrator they will be redirected back to a DLMS Administrator within the dealership.
Third Level Support for Dealer Employees:

If the Campus Administrator is unable to resolve the issue they will contact Level 3 support and keep the Dealer DLMS Administrator updated on the progress of the technical issue.
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Table 3 DLMS Technical Recommendations DLMS client PC minimum requirements check list DLMS Recommendations Hardware Requirements Screen Resolution RAM Processor Speed Bandwidth Software Requirements Operating System Microsoft Windows XP SP 2, or Microsoft Windows 2000 SP4 Minimal screen resolution may not be greater than 1024 x 768 512 MB recommended, 256 MB minimum Windows 2000 or Windows XP Above > 378 Kbps, for recommended response times 256 Kbps as minimum
Internet Browser Settings We support Microsoft Internet Explorer 5.5 or higher cat.com & logicbay.com needs to be listed as a trusted site for learner's security options Disable Microsoft Internet Explorer toolbar popup blocker If using a toolbar popup blocker like google or yahoo, authorize DLMS web addresses (cat.com & logicbay.com). If you are using the Discussion bar in Internet Explorer you will need to disable it when using DLMS. Instructions on disabling discussion bar: http://www.stcu.org/discussion_bar.html PDF File Viewer Adobe Acrobat Reader 6.0 or higher Media Player Macro Media Shockwave Microsoft Windows Media Player Version 9 with v. 8 codec Version 8 or higher should be installed, it is required for the Sales Skills WBT content Macro Media Flash version 9,0,47,0 which is required for NPI, Machine Pro, Parts Pro, and other WBT content should be installed. Use one of the two links below to find out what version you have installed and get latest version. ActiveX http://www.adobe.com/products/flash/about/ http://www.adobe.com/cfusion/knowledgebase/index.cfm?id=tn_15507 ActiveX controls enabled
Java Run Time Environment Caterpillar Supported Java Plug In: http://jplugin.cat.com/ To find out what version of Java you have installed -> http://www.javatester.org/version.html
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LEARNER FEATURES OF MY LEARNING TAB ..................................................... 18

LEARNER USING MY LEARNING TAB FOR CERTIFICATION.............................. 24

MANAGER FEATURES OF THE MY TEAM TAB .................................................... 34

MANAGER USING MY TEAM TAB FOR CERTIFICATION ..................................... 41

DLMS ADMINISTRATOR USING DEALER ADMIN TOOLS.................................... 50

DLMS Administrator Reference Manual Last Updated: (April 24, 2008 )

EXTRA RESOURCES FOR DLMS ADMINISTRATOR

OVERVIEW OF RELATIONSHIP BETWEEN DLMS & IMAP ..................................... 66

IMAP ACCOUNT MANAGEMENT (FOR REVISING EXISTING ACCOUNTS) ...................................73

DLMS SUPPORT MODEL ........................................................................................... 80

TABLES AND FIGURES

DLMS Administrator Reference Manual Last Updated: (April 24, 2008 )

OVERVIEW OF DLMS & CATERPILLAR PERFORMANCE CENTER

DLMS Administrator Reference Manual Last Updated: (April 24, 2008 )

ABOUT REFERENCE MANUAL

Learners Using the My Learning Tab

Managers Using the My Team Tab

Training Administrators Using Dealer Admin Tools

DLMS Administrator Reference Manual Last Updated: (April 24, 2008 )

DLMS Administrator Reference Manual Last Updated: (April 24, 2008 )

DLMS Administrator Reference Manual Last Updated: (April 24, 2008 )

Campus Home Page Features

Front Page News

DLMS Administrator Reference Manual Last Updated: (April 24, 2008 )

Tools and Resources Tab

DLMS Administrator Reference Manual Last Updated: (April 24, 2008 )

Marketing And Promotions Tab

DLMS Administrator Reference Manual Last Updated: (April 24, 2008 )

DLMS Administrator Reference Manual Last Updated: (April 24, 2008 )

Course Catalog Search

DLMS Administrator Reference Manual Last Updated: (April 24, 2008 )

Using Home Page Search

DLMS Administrator Reference Manual Last Updated: (April 24, 2008 )

Using Course Catalog Search

Highlight the MY LEARNING tab. Click on Search Course Catalog.

DLMS Administrator Reference Manual Last Updated: (April 24, 2008 )

Searching Course Catalog When Registering Learners (Manager / Admin)

DLMS Administrator Reference Manual Last Updated: (April 24, 2008 )

Features Available on Search Results Screen

DLMS Administrator Reference Manual Last Updated: (April 24, 2008 )

Figure 1 Modify Table Screen from Learning Results

Figure 2 Calendar View Screen from Learning Results

DLMS Administrator Reference Manual Last Updated: (April 24, 2008 )

To View Detailed Course Information

DLMS Administrator Reference Manual Last Updated: (April 24, 2008 )

LEARNER FEATURES OF MY LEARNING TAB

DLMS Administrator Reference Manual Last Updated: (April 24, 2008 )

To Register for a Course Offering

Click on Go to My Courses to view this offering in your list of course enrollments.

DLMS Administrator Reference Manual Last Updated: (April 24, 2008 )

To Register for a Course Offering that Requires Manager Approval

The Registration Notices screen is displayed.

DLMS Administrator Reference Manual Last Updated: (April 24, 2008 )

The Registration Confirmation screen is displayed.

DLMS Administrator Reference Manual Last Updated: (April 24, 2008 )

DLMS Administrator Reference Manual Last Updated: (April 24, 2008 )

To View My Course History