eAssessor Pro Admin Guide
Admin Help Guide
This help guide will explain how to use an admin account in eAssessor Pro.
Visit your Client URL to log in using your account's email address and password.
1. To find learners, 'click' Learner Search.
This can be found on the left side of your screen, in the sidebar.
2. This will open the Learner Search screen. To help find a learner, you can use the Filter Options on the right side of the page.
The Filter Options cover a wide range of fields, from the learner's name to their address and course status. These fields allow for partial searches by using asterisks (see image for example)
If you are searching for a Learner and no results are showing, Double check that the 'Course Status' filter option is set to 'Any' as this will allow the search to pull Learner's from all statuses.3. To use the Filter Options, enter information into any of the fields and 'click' Search. This will filter the list of learners according to the information entered. To clear all fields, 'click' Reset.
4. This view also allows you to download the current learner list as an Excel spreadsheet. To do this, 'click' Export.
This sheet contains the learners' names, user IDs, and email addresses.
5. To view the system as a learner, 'click' the View As button to the right of their details in the Learner Search. This will allow you to log in as the learner and see the platform as if you were logged in as them.
6. You can use the Learner Search to perform bulk actions. To do this, 'select' a learner (or multiple learners) using the select buttons to the left side of each learner's name.
7. This will open the Actions menu on the right side of the screen, providing a list of all selected learners. Using the Action dropdown, you can select which action you would like to perform on all selected learners.
This allows you to change learners' status and add them to groups in bulk.
8. After selecting the desired action, 'click' Apply to carry out that action on all selected learners.
9. To access a learner's information, 'click' on their name in the Learner Search.
10. This will open the Learner Overview. This contains the learner's contact information and status at the top, and a list of their courses below.
11. The drop-down list labelled Actions to the right side of the Overview will allow you to access more information related to the learner. 'Click' on any of these options to navigate to its corresponding screen.
12. The Learner Details screen allows you to view and edit the learner's account information. This includes the email address and name associated with their account, as well as their account status and contact information.
13. This view also allows you to either Red Flag or Blue Flag the learner. A Red Flag indicates an outstanding complaint, and a Blue Flag indicates an additional support need. To do this ‘click’ on either the Red Flag or Blue Flag buttons.
14. To navigate to any of the other tabs, 'click' on them at the top of the page.
15. The System Emails tab provides a list of all emails automatically sent to the learner by the system. This can include login emails, enrolment confirmation, and assessment outcome notifications.
Note that the content of these system emails may vary depending on how your Email Templates have been set up by your system admin.
16. To view the text sent in any system email, ‘click’ on its name. This will open the email text in a pop-up window.
17. The Documents tab shows any documents that have been uploaded and attached to the learner’s record. To download a document, ‘click’ on its name. On the right side of this view, you have the option to upload and attach any new documents.
18. The Logins tab provides a breakdown of when the learner has logged in and for how long. It also specifies whether or not it was an impersonation by an admin.
19. The Notes tab provides a list of notes attached to the learner's record. You can filter the list to show either Learner Notes (those attached to the learner's record), Course Notes (those attached to the learner's course enrolment), or all notes.
20. To add a new note, 'type' in the text box at the top of the page and 'click' Add. This will create a new note.
21. The Change Log tab shows all actions performed on the learner's record. This includes account creation, any details that have been edited, and the addition of notes. The name of the user who performed each action is also included here.
22. The Overview page also show details of the learner's course enrolments. This shows the course name, the learner's start and end dates, their tutor, and their course progress. To view/edit an enrolment, 'click' the Edit button beside the course name.
23. When viewing a learner's enrolment, you have the option to change their tutor, their start/end dates, and assign them to a different group.
24. To View As, Withdraw or Transfer the learner, use the buttons on the right side of the page.
25. When adding a note to a learner's course enrolment using the Notes tab, you have the option to tag a new note as being for that learner's ILP. To do this, 'check' the box next to Is Feedback for ILP. Notes created for the learner's ILP will be visible to them on their course details page.
26. The Activities tab allows you to view the learner's assessments. This shows the date they started work, the date they completed (if applicable), and the status of each activity.
27. To view the learner's answers, 'click' the cogwheel button to he right of the assessment, and 'click' View. This will open the learner's answers and allow you to view them.
28. An "Unmark" button may also show depending on the status of the unit, If the Assessor has Just marked this but need this reversing due to an error, the unmarked feature will allow you to do this. However, if the unit has already been picked up by moderation, this Unmark button will not show.
29. To edit due dates and grant extensions, "Click" on the Cog wheel next to the unit name, and this will allow you to "Grant Extensions" and "Edit Due Date"
30. The Learner Courses page provides a list of learner course enrolments. It can be accessed beneath the Learner Search on the left side of your screen and provides an overview for each learner of their course status, start/end dates and their tutor.
31. Similarly to the Learner Search, the Learner Courses list can be filtered using he filter options on the right-hand side of the page. To do this, enter any information into the desired filters and then either 'click' Search or use your Enter key.
32. Exporting the Learner Courses list will provide a spreadsheet of all learners' course enrolments. This includes their target dates, course status, and contact information.
33. 'Clicking' a learner's name in Learner Courses will allow you to view their course details (same as the process covered in steps 21-25).
34. The Unit Search will provide a list of all individual activities assigned to learners. This includes both assessments and learning content. This list contains the activity name, the course name, the learner's tutor as well as their submission and marking dates.
35. As with Learner Search and Learner Courses, the Unit Search can be filtered using the filter options on the right-hand side of the page. You can, for example, filter for specific courses, activity types, and activities done by specific learners.
36. You are able to view, edit and create any non-learner accounts through the Users tab (found under the Admin dropdown on the left side of your screen).
37. This list can also be filtered using the options on the right-hand side of the page. This allows you to search for specific names, or only display accounts of specific roles. After selecting the desired filter options, 'click' Search.