# Presentation: 892723

## SATERN for Supervisors

- May 2006

**Notes:**
Welcome to the SATERN for Supervisors. Over the two hours, we will learn how to use the supervisor functions in the SATERN learning management system
Large group activity –   Have each participant will respond to the following:
Introduce yourself (If participants do not know each other) 
How will you be utilizing SATERN for your employees?
Transition: We hope you leave this session feeling that you have gained knowledge that will assist you managing  employee training.

## Session Objectives

- At the end of the session, participants will be able to:
- Describe the benefits of SATERN.
- Log in to SATERN and view employee records
- Enroll employees in a scheduled offering.
- Approve enrollments.
- Add a learning activity to a learning plan.
- Run reports for employees.

**Notes:**
Note that this course is a companion course to the SATERN Learning Overview WBT and the SATERN Overview for Learners instructor-led session (We will not be covering all of the learner functionality in this session.  The focus will be on functionality unique to the supervisor)
Review course objectives
Review course time and planned breaks. We are scheduled for about 2 hours of content

## Course Agenda

Introduction
Module 1: SATERN Overview 
Module 2: Working with Employee Records
Module 3: Managing Employee Plans
Module 4: Running Employee Reports 
Summary

*Introduction*
- Module 1: SATERN Overview
- Module 2: Working with Employee Records
- Module 3: Managing Employee Plans
- Module 4: Running Employee Reports
*Summary*

**Notes:**
Notes: Review Agenda 

## SATERN for Supervisors

- Module 1: *SATERN Overview*

**Notes:**
Notes:

**What is SATERN?**

**Module 1: *****SATERN Overview***

- 	SATERN  - *the System for Administration Training and Educational Resources for NASA* – is NASA’s new Learning Management System that offers web-based access to training and career development resources.

## Module 1: SATERN Overview

**Module 1: *****SATERN Overview***

**Notes:**
Give a high level explanation in laymans’ terms for the major functions of SATERN.  
Set expectations for SATERN and the class. (What SATERN does, what we will be covering in this session)
Ask the class if they have any expectations not mentioned.

## Why is NASA Implementing SATERN?

**Why is NASA Implementing SATERN?**

- Reduced costs through the consolidation of multiple learning systems** **

**Module 1: *****SATERN Overview***

## Who is Facilitating Implementation of SATERN?

**Who is Facilitating Implementation of SATERN?**

- Implementation of SATERN is a joint effort between the NASA Offices of Human Capital Management (OHCM) and Chief Information Officer (OCIO)
- The Full SATERN Implementation Team has been represented by each Center Training Office and SOLAR Discipline representatives, in addition to the OHC and OCIO representatives
- Plateau is the vendor that provided the commercial-off-the-shelf (COTS) software for SATERN and customized it for NASA’s needs—the company is a key provider of LMSs for Federal Agencies (e.g., ATF, IRS, USDA)

**Module 1: *****SATERN Overview***

## What NASA Agency-wide Systems are Affected?

**What NASA Agency-wide Systems are Affected?**

- Agency-wide legacy systems transitioned to SATERN are:
**AdminSTAR**–training administration system used by all Center training offices
**NORS**–stands for NASA Online Registration System** and **allows students to register online for courses and is integrated with AdminSTAR
**SOLAR**–stands for Site for Online Learning and Resources online custom content courseware system used throughout NASA

**Module 1: *****SATERN Overview***

## Launch online courses
Search course catalogs for training opportunities
Submit training registration requests
Generate personalized training reports
Receive e-mail reminders on scheduled training
Check the status of enrollment

- Launch online courses
- Search course catalogs for training opportunities
- Submit training registration requests
- Generate personalized training reports
- Receive e-mail reminders on scheduled training
- Check the status of enrollment

- SATERN provides employees a “one-stop” approach to managing NASA training activities. Through SATERN employees will be able to:

**What Will SATERN Do for Supervisors and Employees?**

- Supervisors can also use SATERN to:

- Approve training requests
- Assign training
- View employee training reports
- Manage employees’ training requirements

**Module 1: *****SATERN Overview***

## Learning Needs Management Model

**Learning Needs Management Model**

**Module 1: *****SATERN Overview***

**Notes:**
EXPLANATION:
 This diagram provides a pictorial view of how information is captured in   SATERN  
The person in the center of the model represents your employees.  

INSTRUCTION:
 Walk through this model with participants.
 Define each term.
 Ask for examples of items and curricula.

Item:  Referred to as Learning Item, this is an assignable unit for which completion can be tracked and recorded. Items are usually learning-related such as a required course or training activity. Items can be web-based, instructor-led, identified as required reading materials or videos. 
Learner:  Any person for whom a record has been created in the Learners section of the Learner Management area, including employees, contractors, and others for whom you wish to keep learning records and to register for courses. 
Learning Event:  A learner's completion or attempted completion of a Learning Item. For example, when learners' attendance or participation in a Learning Item is recorded, a corresponding Learning Event is added to each learner's learning history. Although most Learning Events relate to a specific Item, Learning Events can also be created for learning that does not relate to a Learning Item (External Events). 
Learning History:  A detailed list of all of the recorded Learning Events for a Learner. 
Learning Needs:  Learning Needs are the Learning Items assigned to the Learner's Learning Plan. 
Learning Plan:  The learning plan is a list of the items that a learner must complete, and target or deadline completion dates for each. To view the learning plan for any learner, bring the learner's information into view in the Learner's section, and choose the Learning Plan tab. 

##  Menus for SATERN functions can be found across the top of the screen

**Sub-menu **

** ****Menus for SATERN functions can be found across the top of the screen**

***Hint: Use the menus to navigate and not the “back” button***

**Module 1: *****SATERN Overview***

**Notes:**
Use the menus to navigate in SATERN and not the “back” button

## SATERN for Supervisors

- Module 2: *Working with Employee Records*

**Notes:**
Notes:

## Logging into SATERN

***Logging into SATERN***
- From the Internet log into this URL: _[https://satern.nasa.gov](https://satern.nasa.gov/)__  __ _
-  Enter your User Name and Password and click Login

**Module 2: *****Working with Employee Records***

##    Only supervisors will see the My Employees menu option in the top menu bar

**Module 2: *****Working with Employee Records***

## As a supervisor, you have the ability to perform the  following managerial duties in SATERN:

**Module 2: *****Working with Employee Records***

**Functionality for Supervisors**

- Enroll employees in a scheduled offering
- View employee records
- Approve enrollments
- Assign items (learning activities) to employees
- Run reports

## Enrolling Employees in a Scheduled Offering 

**Enrolling Employees in a Scheduled Offering **

- Supervisors can enroll (register) employees or remove (withdraw) employees from a scheduled offering of a learning activity
- Choose My Employees then Registrations from the menu
- To enroll an employee select the Register Learners option and then click **Next**

**Module 2: *****Working with Employee Records***

## Enrolling Employees in a Scheduled Offering 

- The search window will be displayed and allow you to search for the item(s) you want.
- You can search be entering a keyword in the Keywords text field or
- Leave the Keyword box blank to search for all available offerings

**Module 2: *****Working with Employee Records***

## Enrolling Employees in a Scheduled Offering 

- Select the employee you wish to enroll
- To sent an e-mail confirmation, just check the boxes for recipients you want to receive notifications about the enrollment

**Module 2: *****Working with Employee Records***

## Viewing Employee Records

- Supervisors can open and view records of direct reports:
- Learning Plans
- Curriculum Status
- Registrations
- Learning History
- Select My Employees from the main menu to view the screen and select a learner.

**Module 2: *****Working with Employee Records***

## Viewing Employee Records

**Viewing Employee Records**

- The menu bar will indicate that you are viewing records for an employee.  When you are in an employee record all menu items will  pertain to that learner.

**Module 2: *****Working with Employee Records***

## SATERN for Supervisors

- Module 3: *Managing Employee Plans*

**Notes:**
Notes:

## There are a number of functions that the supervisor can perform in SATERN to help manage the training and development of their direct reports 
These functions include:
Approving enrollments
Adding and removing items from the learning plan
Running reports

- These functions include:
- Approving enrollments
- Adding and removing items from the learning plan
- Running reports

**Module 3: *****Managing Employee Plans***

**Managing Employee Plans **

## Approving Enrollments 

- Not all learning activities require supervisor approval.  This will vary by course.
- Until the NF-1735 is automated in SATERN, external training approvals will be handled using the current manual approval process
- You will receive an e-mail notification when there is an approval that requires your review.
- There are 2 ways to access Approvals in SATERN
- Click on the **Alert** on the Home Page   or
- Select **Personal** then **Approvals** from the Menu

**Approving Enrollments **

**Module 3: *****Managing Employee Plans***

## Approving Enrollments 

- You will see a list of pending approvals.  Click the ► next to the employee’s name to see additional details
- Remove the checkmark from the checkbox unless you want to enter a reason and have it e-mailed to the learner
- Select **Approve**, **Deny** or **Skip** for each submitted request

**Approving Enrollments **

**Module 3: *****Managing Employee Plans***

## Adding or Removing Items 

- Employees can also add items to their plan
- As a supervisor you have the ability to add or remove a learning activity from the learning plans of your direct reports
- To access and manage employee learning plans in SATERN
- Select **My Employees** then **Learning Plans** from the Menu

**Adding or Removing Items **

**Module 3: *****Managing Employee Plans***

## Adding Items 

- On the list of your direct reports, click the **Select** checkbox next to each employee to whom you want to assign an item
- Enter a keyword on the search screen to search for items to add to the Learning Plan

**Module 3: *****Managing Employee Plans***

**Adding Items **

## Adding Items 

- Check the **Add** box for each item you want to add to the plan
- The **Assign Date** and **Required Date** both default to the current date.  Click the calendar icon to change

**Module 3: *****Managing Employee Plans***

**Adding Items **

## Adding Items 

- Then **Select** the type FEDERALLY MANDATED, OPTIONAL, HIGHLY RECOMMENDED, REQUIRED, as appropriate to your assignment

**Module 3: *****Managing Employee Plans***

**Adding Items **

## The process for removing items from the learning plan is the same as for adding items 
It may be helpful to view the employee learning plan first to determine which items you wish to remove before using this functionality 
Once you remove an Item you will receive a message confirming the removal 

- It may be helpful to view the employee learning plan first to determine which items you wish to remove before using this functionality
- Once you remove an Item you will receive a message confirming the removal

**Module 3: *****Managing Employee Plans***

**Removing Items **

## SATERN for Supervisors

- Module 4: *Running Employee Reports*

**Notes:**
Notes:

## As a supervisor, you have the option of running reports that include data about your direct reports 
SATERN allows you to generate a number of different standard reports including:
Learning Plan
Learning History 
Item request 
All reports have the same options to describe how you want to run the report. 
To run a report select Reports from the Main Menu

- SATERN allows you to generate a number of different standard reports including:
- Learning Plan
- Learning History
- Item request
- All reports have the same options to describe how you want to run the report.
- To run a report select **Reports** from the Main Menu

**Module 4: *****Running Employee Reports***

**Running Employee Reports **

## Running Employee Reports 

- You also have a number of choices regarding Report display options

**Module 4: *****Running Employee Reports***

**Running Employee Reports **

## Running a Report for One Employee 

- Then from the Reports menu select the report you want to run for that individual

**Running a Report for One Employee **

**Module 4: *****Running Employee Reports***

## SATERN for Supervisors

- Summary

**Notes:**
Notes:

## NASA’s SATERN Learning Management System provides a real-time tool to help supervisors managing employee learning and development 
The initial rollout of SATERN replaces existing legacy systems. Subsequent phases will provide functionality for competency management and individual development planning   
SATERN will be used by the NSSC to manage external training when that function transfers in July 2006 
Supervisors can contribute to the success of the SATERN implementation by using SATERN and encouraging employees to do the same  
Support for SATERN is available via the SATERN Help Desk, the “?” Help button on SATERN, and through the Center Training Office

- The initial rollout of SATERN replaces existing legacy systems. Subsequent phases will provide functionality for competency management and individual development planning
- SATERN will be used by the NSSC to manage external training when that function transfers in July 2006
- Supervisors can contribute to the success of the SATERN implementation by using SATERN and encouraging employees to do the same
- Support for SATERN is available via the SATERN Help Desk, the “?” Help button on SATERN, and through the Center Training Office

**Summary**

**Summary **