Friday, 16 March 2012

KS Help Notes_Accounts 01_Linked Accounts


KS ACCOUNTS 


If you are the administrator on two or more KS accounts, it is possible to view your account hierarchy and navigate between accounts. You can also view and manage information across linked accounts.

Account Hierarchy

On the Accounts > Your Accounts page, select the View Account Structure button.


This displays your account hierarchy, where you can view the organisational structure of accounts, for which you have administrator permissions.


Switching Accounts

Use the Switch account link to move between KS accounts. The name of the account you are currently logged into will be displayed top right of your dashboard page.





Viewing Linked Accounts

Use the dropdown menu to view linked accounts on the following dashboard pages:  Library (all content pages), Invites (History), Results (Data) and Users.


You can drill down to view individual ‘child’ accounts or view all linked accounts. Please note that this is a viewing window only (i.e. you can view information in related accounts, but you remain logged into the original account).  You need to use the Switch accounts tool to physically move from one account to another.

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KS Help Notes_Admin 06_Support Ticket System


SUPPORT TICKET SYSTEM


If you have any technical support issues, the fastest way to receive a response is to raise a support ticket, using the integrated KS Support Ticket System.

Log into your KS dashboard and select the Support link, which is located at the foot of each page.


If you haven’t registered on the support system, click the Register link and create your user profile.  Please note that your login information for the support system can be the same as your KS admin dashboard user login information, or, if you prefer, you can create a different user profile.


To log in to the support system, click on the Log In link and enter your username and password.


To create a support ticket, select the New Ticket link and provide a summary of your query in the space provided.  You can add accompanying files or screenshots, by browsing for the file and adding as an attachment.

Hit the Submit button to send your ticket to the KS technical support team.


Your ticket will be assigned an ID number, which you can use to track your support query, until it is resolved.  Click on the Open Tickets link to monitor progress of any outstanding issues and communicate with the KS technical support team.


Use the Search Tickets tool to locate support tickets relating to specific keywords.


You can re-open old tickets at any time, by selecting the Closed Tickets link and clicking on Reopen Ticket.


When you have finished adding or amending your support ticket information, select the Logout link, to exit the KS Support Ticket System.

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KS Help Notes_Admin 05_Passwords


CHANGING A KS PASSWORD


When you are assigned your initial password by the KS system, it is generated by a software program. Consequently, it is a random series of characters and numbers. When you first log in to your dashboard, we suggest you change your system generated password, to one of your own choosing, as follows:

Hit the Change password link, top right of your dashboard page. Copy & paste your system password in the first box. Enter your own password in box 2 and repeat in box 3. Then hit the Change password button – and you're done!


RE-SETTING A KS PASSWORD

If you forget or lose your KS password, you have the option to re-set the password at any time. Go to the login page (https://online.knowledgesmart.net), hit the Admin Dashboard button and click the Reset password link underneath the Log in box.



This takes you to the password re-set page. Type in your KS username and hit Submit.  You will be sent a new password to your registered email address.


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KS Help Notes_Admin 04_Logging in to the Dashboard


LOGGING IN TO THE KS DASHBOARD


How do KS administrators access and log in to the KS system?

Go to the KS website homepage (www.knowledgesmart.net) and click on the CUSTOMER LOGIN link, top right.


This takes you to the KS admin dashboard landing page.  Here is the direct link:  https://online.knowledgesmart.net.


To access your KS admin dashboard, click on the Admin Dashboard link.  Enter your administrator User name and Password and hit the Log in button.  (NB KS usernames are usually FirstnameLastname).


And that's it.  You are now logged in to your KS dashboard. The first page you will see is the Library > Published Content > KS Tests page, which lists all of the 'off the shelf' tests available on your account.


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KS Help Notes_Admin 03_User FAQ


CANDIDATE INTRODUCTION AND FAQs


WHAT IS KNOWLEDGESMART?

KnowledgeSmart is a web-based skills assessment tool, which enables architectural and engineering practices to measure the software skills of their teams. Since 2003, by carrying out in excess of 25,000 individual assessments globally, a helpful independent benchmark has been established for basic proficiency, across a range of subjects.

The KnowledgeSmart tools help to identify skills associated with design and engineering software applications, such as AutoCAD, Civil 3D, Plant 3D, Revit, Inventor, MicroStation, 3ds Max, ArchiCAD, Adobe Photoshop, Adobe InDesign, SketchUp and Rhino. The process aims to assess current performance in order to identify areas where individuals can benefit from additional training.

WHAT IS THE POINT OF KNOWLEDGESMART AND WHY SHOULD I DO IT?

This process is not about a big-brother style test to check up on unsuspecting users. Nor is it a matter of pointing out who is the more knowledgeable software user. Rather, the point of the exercise is to highlight how much each individual currently knows – in order to identify those areas where focused training can improve basic knowledge.

Everyone uses software in a different way. Some people use these tools full time in their role; others may only use the tools from time to time. The objective is not to teach a veteran user how to perform basic tasks. But the fact remains, a more detailed knowledge of basic commands and operations can alleviate apprehension in using technical software applications and assist in speeding up routine tasks.

IS IT THE SAME ASSESSMENT FOR EVERYONE?

There are a number of assessment modules to choose from, created by a team of expert authors.  Firms can also create their own material in-house. For Revit skills, as an example, there is a choice of material, ranging from introductory level, all the way up to more advanced concepts.

Summary reports take into consideration whether an individual is a full time user, or someone who only uses the software occasionally as part of a wider role. Follow-up comparisons and training recommendations should be reflected accordingly.

WHAT KIND OF TOPICS DOES EACH ASSESSMENT COVER?

KnowledgeSmart assessments typically break down complex technical software applications into a series of stages or modules.

For example, the fundamentals assessments (for AutoCAD & MicroStation) cover a range of basic commands, including; basic object/element creation, layers/levels, blocks/cells, annotation, referencing & printing, UCS/ACS and preferences.

Assessments typically comprise 20-30 questions and present scores as a percentage, based on the accuracy of the answers presented.  There are 2 question types and 9 question styles.  Question types are either task-based (i.e. you need to perform a task using the software in order to work out the answer) or knowledge-based (i.e. you are being evaluated on your understanding of certain software functions, without having to actually use the tools).  Question styles include; Free text, Multiple choice, Pick list, Order list, True or false, Complete the blank, Matrix, Matching list and Essay.

WHAT IF I DO NOT SCORE VERY WELL?

This exercise is not about who is the best. You will identify areas where you can improve your own performance with the help of more targeted training workshops.

Following the assessment everyone receives an overall result and summary report with feedback on dropped marks, training recommendations and coaching notes.

WHEN AND WHERE WILL THE ASSESSMENT TAKE PLACE?

Your administrator will have details of your assessment program. If you are unavailable to make the date or time arranged please contact your administrator to reschedule.

HOW LONG DOES IT TAKE?

There is no limit to how long the exercise will take. The average time is approximately an hour, but this is not a strict rule.

Try to work at your usual speed. Don’t rush, as many simple mistakes are made by people not reading the instructions carefully. Conversely, don’t take too long to complete each task, as your score plus time taken will be looked at in the overall results analysis.

WHEN DO I GET MY RESULT?

You will receive your score straight away when you finish the assessment. You may also be emailed with a link to your assessment report, including feedback on any marks which have been dropped.

ADDITIONAL INFORMATION

The amount of time you take will not affect the accuracy of your score.

Before you start, you may be presented with a zip folder containing files which you’ll need to refer to during your test. Save the zip folder locally on your machine and extract the sample data sets from the zip.  And remember where you save it – as you will need to navigate back to this folder during your assessment.

Please read the written instructions carefully for each question. This is also an assessment of your ability to follow instructions. Often, marks are dropped through candidates simply not doing what they have been asked to do.

During your assessment session, you can answer the questions in any order, using the KnowledgeSmart question navigator.  You can also edit your answers during the session and review your work once more at the end, before you select Finish.

The time taken to complete an assessment varies depending on the individual, but an average is about an hour.  You don’t have to complete the assessment in one sitting; you can log out and return later if you prefer.  When you resume, your previous answers will have been saved.

Here’s a short movie which will tell you more: KS user movie.

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KS Help Notes_Admin 02_Planning your Assessments


ADMINISTRATOR NOTES FOR PLANNING AN ASSESSMENT PROGRAM


COMMUNICATING YOUR PLANS

It is important to explain to candidates precisely why you are asking them to undertake a skills assessment. You might do this by including the assessment in a wider discussion about training needs and more efficient use of technology within your company, including training needs, recruitment, induction and annual appraisals processes.

Improving technical software skills is a continuously improving process – the KnowledgeSmart tools simply highlight a likely starting point. As with most things, good communication goes a long way. An effective strategy is to hold a team meeting and explain your overall plans for improving performance within the business. This can include a Q&A session, where people have an opportunity to clarify any aspects of the assessment process – and understand how it fits into the bigger learning picture.

It is important that people don’t feel that the results of their skills evaluation may be used in a negative context, particularly if they don’t perform well first time around. Ensure they understand this is a designed to be a learning process – and everyone has to start somewhere! By taking a snapshot of each individual’s current skills at a basic level, you can feed this data into your training plans moving forwards.

This is not all about who is the smartest, fastest, or best Revit user.  Or the most experienced MicroStation guru; although these are useful things to know.  The real value in the KS tools is trying to help users, at an individual level, identify what they know and also what they need to brush up on next, in order to improve their skills, with a particular piece of software.

Since 2003, KS has facilitated over 25,000 individual test sessions, across hundreds of AEC firms.  Experience has shown that, in general, people don't like the idea of taking a test - at least that's usually how they feel at first.  However, experience has also shown that, for most people, when they complete their assessment, they realise that it wasn't half as bad as they thought it would be! Further, they often learn new skills as they go through the process of answering the questions.  And lastly, they find the feedback and coaching notes extremely helpful, in giving them an unbiased appraisal of their skills using a particular software application - relative to their peers in industry.  It's important that users have the opportunity to review their test scores and feedback with their technology leaders or learning & development leaders.  And it's also important to explain to your users that all scores are confidential.  Best practice would recommend that only senior administrators should have access to firm-wide results data.

Provided you explain to your teams that the main point of rolling out an assessment program is to gather valuable training needs analysis data, rather than a big-brother style exercise in peeking over shoulders, then most users feel OK about the idea. And when you follow through with more focused, modular training workshops, which target recognised skills gaps, then it's a win-win for users and management alike.

Evidence shows that better overall understanding of basic commands can also benefit the implementation of in-house standards. Once you have presented to your teams the case for measuring and improving skills, you need to set a timeframe for rolling out your assessments.

PREPARE A TIMESCALE

You need to decide over what period of time you want to complete your assessments. This will depend largely on 3 variables; 1) the number of people to be assessed 2) the number of offices in your organisation and 3) general day-to-day work pressures.
You also need to decide what your preferred assessment environment will be. Some companies prefer their teams to use their own work stations, whilst others favour a more formal setting. In truth, there is no right or wrong answer to this question; you want people to feel comfortable and remove any potential for apprehension or pre-assessment nerves.

A formal assessment environment can be helpful, where people simply take an hour or so, away from their desk, at a specified time, to sit their assessment. This way, they aren’t distracted by project work, email, ringing phones or interruptions from colleagues.

For multi-office firms, it is best to start with one location and, when this office is done, gradually ramp up the level of activity until the assessment program is complete. You will need the support of your regional technology co-ordinators if this is to be a success.

PREPARE YOUR TEAMS

We recommend you brief your teams prior to their assessments. You might like to share with them the KS FAQ document and/or KS user video, or perhaps present your plans at a team meeting.  It is best to circulate the information at least day or two before people are due to take their assessments.

SEND YOUR ASSESSMENT INVITES

Use the inviting tools in the KS admin dashboard to manage your assessment program.  You can send invites individually, or create a longer list of users and invite them in groups.

Next, you may customise your welcome message in the invite mail and on the assessment start page.  You might wish to present users with specific instructions on where to locate their sample files (if you have chosen to store them on your own network, for example).

COMPLETE YOUR ASSESSMENTS

Monitor your teams as they complete their assessments. Administrators receive an email with a link to test results, as and when they are completed.

You can use the invite history page of your admin dashboard to track invites and completed assessments.  You can also re-send invites from here.

AFTER THE ASSESSMENTS

KS administrators can decide how much feedback to present to their users.  At the end of their assessment, candidates may receive an instant result and full summary report with a breakdown of their score, training keywords and coaching notes. In addition, they may be sent an email containing a link to their report.

Account administrators can access all assessment results, feedback, training data and coaching notes – for each candidate – in the KS admin dashboard.

Via the admin dashboard, it is possible to search results, view performance charts and export data into Excel for in-house reports. It is important to provide the opportunity for individuals to access a structured training program, after their skills have been evaluated. The results will highlight areas where future training workshops can be focused for maximum improvement.

It can be helpful to schedule a follow up meeting with KnowledgeSmart, to analyze your results data.  If you work with an external training partner, it is a good idea to ask for their recommendations on post-assessment training activity.

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KS Help Notes_Admin 01_Checklist


KS ADMIN CHECKLIST


Here is a checklist for KS admins to use, when planning their skills assessment program.

  • Sign KS subscription agreement/renewal
  • Identify Technology, HR, L&D and Management sponsors
  • Agree on your goals; how will you measure your success?
  • Identify KS admins; who will coordinate your assessments?
  • Decide on account hierarchy; one account or several?
  • Schedule KS admin web trainings
  • Decide on your library content; ‘off the shelf’ or customize?
  • Agree on your message to users; clear communication is important
  • Feedback and coaching options
  • Include assessments for new hires at interview?
  • Send out your invites
  • Monitor your assessment activity
  • One-month review
  • Post-assessment review; analyzing your results, charting and reporting
  • Follow up activity and training
  • Post-training assessments; measure improvements 
  • New features?
  • New assessment titles?

Sponsors

The first task is to identify who your main contacts will be across your organisation, who will help support your skills assessment activity. Experience shows that it is helpful to gain support from the following key business areas:

Technology & BIM
HR and Learning & Development
Management

Goals – Measuring your Success

Think about your goals.  What do you want to achieve from your assessment program?  Is it better visibility of training needs? Is it a benchmark for minimum performance? Is it a team by team breakdown? Do you want to compare different offices? Or different countries? What are the most important assessment topics for your organisation? Do you want to make the assessments optional or mandatory? (Historical evidence suggests that it will help your % completion rates if there is a clear message from management, that this is a mandatory exercise).

How will you measure your success?  What training resources do you have access to (in-house or 3rd party)?  Do you have a formal training partner? Do you have access to E-Learning material?  Do you have a LMS or HR database?  Do you have a company Intranet?

Your Account Structure

Think about your KS account hierarchy and any additional administrators who will be responsible for coordinating assessments for their teams or offices.

For example, you can administer your assessments from a single account, or you can set up multiple accounts, representing different offices or business groups, within your organisation.


You can decide which admins will have ‘global’ access to your assessment data and which will have more restricted admin permissions.

Admin Training & Support

Schedule some web trainings for your KS admins. There are a range of help guides available for using the KS tools, which will help you and your team quickly get up to speed.  

It is helpful to schedule a getting started webinar, to walk through the system, answer any questions and share some ideas on good practice for successfully managing your assessment program.  The KS team will be available to help you, as you get up and running.

Library Content

Think about your assessment library.  Do you want to include any custom content, or simply use the KS library unchanged?  Most firms tend to use the material ‘off the shelf’, at least to begin.  Over time, as you become more familiar with the library questions, you’ll likely make some changes and add your own material.

Communicating Your Plans

Think about how you wish to communicate your plans to your teams. Good communication is essential in explaining to your users what you want to achieve. Review the KS guides on managing your assessment program, together with the user Q&A information and video.

How much feedback do you want your users to see at the end of their assessment? Do you want to include coaching notes or links to learning?  Do you want to assess new hires at interview?

Review Your Progress

One month review; schedule an interim update call with KS, to make sure everything is on track. It’s still early days, so it sometimes helps to share any technical issues or queries you may have at this stage.

Sending Your Invites

Send out your invites and commence your assessment program.  Monitor progress and chase up any missed appointments.  The KS team will be on hand to assist with anysupport issues you encounter.

Analyzing Your Results

Post-assessment review; schedule an update call with KS, to discuss progress and analyze your results in detail. Look at options for charting and reporting your data. Discuss skills gaps and training needs. Will you involve a training partner at this stage?

Training

Feed the skills gaps data from your assessments into a continuous improvement program of training, lunch & learns, seminars, E-Learning, mentoring.

Post-Training

Post training assessment. Use the KS tools to measure the effectiveness of your training and how much information people have retained.

Feedback

New features & feedback; please share your thoughts with us on what you would like us to develop or improve in the KS dashboard.  

New library material; do you want us to add any new titles to the KS library?

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