# Presentation: 231027

## DOI LEARNGetting The Most Out of Your New Learning Management System

- A Presentation for All USGS Employees, Volunteers, Partners and Contractors

**Notes:**
THE DOI LEARN SUPPORT TEAM
Melanie Hood is the representative for the USGS on the DOI LEARN Core Team to work out issues with DOI LEARN regarding all bureaus.
Mica Haesecke is the USGS Data Steward handling all creation of accounts, data integrity, collecting credit card payments, etc
Gloria Armstrong is the Lead Course Coordinator working with all Instructors for CR and WR and managing rosters.
Mark Palcsak helps Gloria with CC duties and provides this Cyber.  

## DOI LEARN

- Objectives:
- What’s in DOI LEARN for me?
- Quick Log-in tips
- Helpful tools and links
- Transcripts and Learning Plans
- How to request training
- What happens once you request training?

**Notes:**
What’s in it for you.... 
DOI LEARN is the President’s Management Agenda imposed on us by OMB and OPM.  I will be showing you links to click on and give you information you can use.

## DOI LEARNWhat’s In It For Me?

- Accessible from any computer with Internet Explorer
- Help desk (24/7) to solve technical problems
- Take mandatory on-line classes with no approval necessary
- Review and request scheduled training classes across DOI
- View and print your own training transcripts

**Notes:**
The Learning Management System is available to the public from the internet so field employees can get to it too.
The help desk is 24/7 with a real person who answers the phone, not just a recording.
The one stop access to information on scheduled classes will have hundreds of classes to choose from.
There are pre-created reports available for your supervisors to print under the Course Analysis.  They can run them by Org Code, Bureau, Region, etc.
Students can print their transcript anytime and see their learning plan by logging in from anywhere there is internet access.

## DOI LEARN Roles  

**Student Access**
**Supervisor/Alternate Approver Access**
**Instructor Level/Course Coordinator Access**
**Data Steward**
**Department Head**
**http://training.usgs.gov/doilearn/roles_responsibilities.html**

**Notes:**
Everyone is a student when they log in, unless they are given special access/ authority like an Instructor/Course Coordinator.
** Note:  The instructor level access can only be obtained by taking a 4 hr. cyber seminar we offer bi-monthly.  If you wish to attend a session please contact Melanie Hood.
Student Access:  Responsible for registering for their own training, updating their user profile and managing it, and tracking their transcript completions including extra transcript items.
Supervisor/Alternate Approver: Approve/deny training requests, pay for training or assign to right person, managing their employee’s records/profiles including suspending accts for external employees, assigns training (via learning plan), reporting/tracking completion status of any mandatory training of their employees, assigns backup alternate approvers, attends our Supervisory cyber once and adding extra transcript items to employee’s transcripts.
Instructor level/Course Coordinator Access:  These people have a special login they receive AFTER attending a training session.  These people create classes, manage rosters, run reports and track class attendance, maintain classes, such as: add and remove employees from their training class, charge the 3.5% for finance processing if class has a cost, etc.  If you have classes you teach or need to get your courses into DOI LEARN, please contact anyone on the above URL to send you the course template and get you started.
Data Steward Access: This person manages the data, creates external user accounts, creates courses for instructors, inputs classroom data, assigns mandatory training, maintains data integrity, run reports as needed.
Department Head Access: This person oversees the entire system, manages the data, creates and runs reports, assigns mandatory online training, educates the bureau about DOI LEARN, writes rules and policy as needed, works with all groups in the bureau and does everything an instructor level/course coordinator and data steward can do.
DOI LEARN is a role based system so everyone has a role.  It is also a hierarchial system so if the person above you does not have their profile set up correctly, you cannot choose them and get your profile set up correctly.

## DOI LEARN

- Initial Login Tips for Federal Employees
- _[http://doilearn.doi.gov](http://doilearn.doi.gov/)__/_

**Notes:**
Is there anyone online today who has never logged in yet? 
As a first step in this process, all offices should instruct their employees to log on to DOI LEARN and set up their user profiles and select their supervisor’s name.
Please remind your employees to select the supervisor’s name who gives them their performance appraisal.  
I’ll take you through those steps now.
These login tips are for all employees, this includes you as supervisors and alternate approvers, you have a supervisor too.
Do you know who an alternate approver should be?   Administrative personnel !
If you have contractors, volunteers, emeritus, partners, etc. I will mention on the next screen where they log in.  They log in differently than Federal Employees.

## DOI LEARN

**DOI LEARN**

- All federal employees are asked to log onto DOI LEARN to create a new password and set up user profiles. The website is:
- https://doilearn.doi.gov
- On this _initial_ log-in screen employees must:
- _1. Enter User Name:_
- First initial of first name, first 4 letters of your last name, your birth date, ex. **mhoodMMDDYYYY**
- _2. Enter System Password _Note, this password is
- case sensitive:
**!ChangeIT!**
- Now click on “Log On”

****All federal employees **_**MUST have**_** received a paycheck prior to having access to the DOI LEARN system****

**Notes:**
This is the initial login screen everyone sees.

For the 1st ever log in, put in your 1st initial of your 1st name along with the 1st 4 letters of your last name along with your birth date in the MMDDYYYY format.  You do not use slashes in the birthday and it is OK if your last name is less than 4 characters.  The password has been preset for everyone for the 1st initial login.  NOTE the exclamations at the beginning and end, you need to type these too.

Notice the Help desk box on the left of the log in.  Please use this help desk for login problems, password problems, or needing help getting through the course.  Recently the phone number and email changed to be become more dedicated to the DOI.

Note the blue link on the right hand side of the log in box.  This is a link to screen shots to make sure your PC is set up for Java if needed.  Please make sure everyone checks their browser settings using this link to configure their browser.

## DOI LEARN

**DOI LEARN**

**Contractors, Volunteers, Partners**, etc. request _**initia**_l access to DOI LEARN using the “**Public Catalog Login**” link.
- Please allow up to 3 business days. Once you receive access you will always log in using the gray box just as Federal employees do.  See:
**http://training.usgs.gov/DOILearn/nonfedemployee.ppt**
- Federal Employees:  **DO NOT USE THE Public Catalog Login**.
- Click on “Log On”

**Notes:**
Notice the “PUBLIC CATALOG LOGIN” link at the top above the log in box.  This is for CONTRACTORS, VOLUNTEERS, EMERITUS, PARTNERS, etc. NOT Government employees.  If an employees is being paid through FPPS, they do not use this link.

NOTE:  One main question we hear a lot is:  I’m a contractor, I clicked on the Public Catalog Login Link, how long does it take to receive my access ID and password?   IT TAKES UP TO 3 WORKING DAYS  - be patient please.

Note:  There are mandatory fields to fill out when requesting access and one optional field that should be mandatory (Employee Type).    Be sure to fill out the “Employee Type” on the External process form when requesting access to DOI LEARN otherwise the Data Steward will not process your request.  Try to put USGS in the Region field when applying so the correct Bureau Data Steward receives your request.

## Timed out/Unsuccessful Login Attempts/Forgotten Password

- Inactivity Lockout
- Unsuccessful Login Attempts
- Forgotten Password
- You need to ensure your email address is correct on your profile page.

**Notes:**
These security features were added recently by OPM.  
If you are in the middle of on-line training – don’t worry, the system will allow you to complete your training when you log back in after 20 minutes.

Inactivity Lock Out:  After 20 minutes of inactivity, your account will be logged out.  *Log out after each session OR when you are leaving your computer. *If you are in the middle of a course the system will retain your spot and allow you to finish the course even if you have to log back in for inactivity.
Unsuccessful Login Attempts: Your account will be locked out after 3 consecutive invalid attempts within 15 minutes. You will be locked out of the system for 30 minutes. The user will see an error message stating: “You have exceeded the maximum number of login attempts.”  If the user tries to log back in during the 30 minutes, the error message will display “Your account is still locked, please try again later.”
Forgotten Password:  User must click on the “I forgot my password” button. The UserID and email address will be validated in the database. If the UserID and email are valid: The system will display the message: “Your password has been emailed to...(your email address).”  If the UserID and email are invalid: you will see the display message “we are unable to send your password.  Please click on the LIVE ASSISTANCE button for help.”  If you’ve never logged into DOI LEARN please contact oeddoilearn@usgs.gov

## Under “New User name”, type in your Lotus Notes email address “short” name Example: mdaniel

- Under **“New User name”**, type in your Lotus Notes email address “short” name Example: mdaniel
- Add your email address.
- Type in your supervisor’s last name and click ***“Go”***

**Notes:**
Once you’ve logged in, you’ll see this screen.  It gives you a chance to reset your user name after the initial login.
I suggest for your username you put in your lotus notes short name from your email address.  You can put in your middle initial.  Once this is created, it can NOT be changed.
At this point, it is very important that you enter the name of your formal supervisor since this has wide implications in the system.  When entering the supervisor’s last name, you MUST click the GO.

## 1. Click the down arrow.

- 2. Click your supervisor’s name.
- Note: Selection of supervisors in this process allows those selected as supervisors to view and approve all training requests for their direct reports.

**Notes:**
Once you entered the supervisor’s last name and clicked “GO”, click on the down arrow in the box below that displays and a list of names will come up.
Click on the correct name to highlight it.

- Input a new password using:
- -At least 8 characters
- -At least 1 number
- -At least 1 special character
- Note: there is no special order to the password criteria above.
- Confirm your password and click **“Log On”**

**Notes:**
Lastly, you’ll need to change your password from the system password.  Please read the instructions carefully.   

The next screen is the “Rules of Behavior” which you will need to “Accept”
Remember, by accepting the Rules, you agree not to share your password, take the required mandatory online training when offered, etc.

## *Note*

- Click YES to the Rules of Behavior.

**Notes:**
Every three months, at any given time, when an employees logs into DOI LEARN, they will be asked to read the Rules of Behavior again and  click “YES” that they agree. We are trying to hold employees accountable for the use of DOI LEARN.

Remember, by accepting the Rules, you agree not to share your password, take the required mandatory online training when offered, etc.

## Employee Responsibilities 

- Completing your profile
- Fill in the blanks
- Supervisory information
- Apply for Training
- View/Print Transcript

**Notes:**
Next up is all of the profile information.
This information is important for registration purposes, please make sure what is filled in from FPPS is accurate.
Please fill in the areas that are blank.

## Once logged on, all employees will see this “Welcome” screen.  

- Once logged on, all employees will see this **“Welcome”** screen.
- Click the **“Administration”** Tab to modify your user profile.
- *Note other link options here too..  If you click “Library” and then “Online Resources” you’ll see many helpful resources.  If you click “Help Desk” you’ll find System Requirements and Plug-ins to use.

**Notes:**
Here you are at the “Welcome” screen.  Please take a look at all the different tabs and see what is there.
Just remember, the system is LIVE so do not test on the classes.  
*NOTE*  Anything you request in the catalog will automatically generate an email to your supervisor
NOTE:  In the upper right corner where the Welcome is with your name, it will say “student” even if you’re logged in as a supervisor.

- Click on **“My Information”** to get to your Profile.
- NOTE: Two ways to get to it.

**Notes:**
After clicking “Administration”, you will see “My Information” and “My preferences.”
We are going to talk about “My information” because that is where your profile is located.
NOTE:  In the upper right corner where the Welcome is with your name, it will say “student” even if you’re logged in as a supervisor.

## Editing Your  Profile

**Editing Your  Profile**
- Complete the blank fields in your profile, **Especially the Org Code.** Make changes as necessary.

**Notes:**
This is your profile (i.e. A Student’s profile).  Some of this information will fill in automatically from FPPS bi-monthly updates.  Other fields you can fill in here.  I recommend you fill in all fields you can – even the optional ones.  If you are a contractor, volunteer, partner, etc. please obtain the Org Code to fill in, this makes reporting easier for the supervisor.

For Non-Federal employees please make sure you have a supervisor (federal) in your “Other Training Approver’s” box and the “Primary Supervisor box” along with the ORG CODE

## DOI LEARNAdding your Supervisor

**DOI LEARN****Adding your Supervisor**

- The **“Primary Supervisor”** Box is new and every employee needs to populate this new field with the supervisor who does your performance appraisal.  For contractors/volunteers/ partners, please add the name of your Federal Liaison.
- Make sure the “Other Training Approvers (incl Primary Supervisor)”  is **populated FIRST**.  This is where you can add alternate approvers too.
- You must first populate the “Other Training Approvers” box before the “Primary Supervisor” box will provide a list of names to choose from.
- Click Save when done.

**Notes:**
Other Training Approvers box. At the bottom of your profile you should see under “Other Training Approvers (incl. Primary Supervisor)” the name you selected on your initial log in.      If your supervisor has instructed you to add names other than his or hers, you can click on the blue plus + sign and add more names here in THIS box.  You will add people to your Other training approver box, simply by clicking on the blue plus sign, typing in the person’s last name, selecting the bureau, click search; once you have found the correct person, you can then click on them to highlight and click add user.  If there are other names in this box, it is because a supervisor or alternate have selected you, it is an either / or scenario.  You can have more than one name in the Other Training Approver’s box.

Then notice the “Primary Supervisor” box above.  Click the drop down arrow and choose the name of the person who will be doing your performance appraisal.  For contractors, volunteers, etc. please choose the name of your Federal Liaison.  If that name is not listed in the  menu, go back to the Other Training Approvers box and click the blue plus to add them.  If they are not there to Add, it is because they are not set up correctly so their profile needs to be fixed FIRST to make them an approver.  
Once you’re sure your profile is correct, click on “Save.”   You must populate the Other Training Approver’s box before the Primary Supervisor box.
NOTE:  Remember there is only one level of approval in DOI LEARN.  
NOTE:  SPECIAL NEEDS field – fill this in if you are hearing impaired or need special assistance when it comes to training.  Maybe you need an interpreter or a training floor with an elevator because you are in a wheelchair, etc.

TEST Question:    WHY WOULD YOU WANT TO KEEP YOUR SUPERVISOR NAME CURRENT HERE? 

## Applying for training; What’s next?

- Step 1: Finding the course you want
- Step 2: Applying
- Step 3: Receipt of email confirmation of application
- Step 4: Receipt of email of approval

**Notes:**
We will cover how to request a class and see an email confirmation.

## DOI LEARNRequesting Via the CatalogSTEP 1

**DOI LEARN****Requesting**** ****Via the**** ****Catalog**_**STEP 1**_

**Requesting Training :**
- Click on “**Course Catalog**” and Click on “**Catalog**”
- Enter a keyword to search on.

**Notes:**
To request training, Make sure your profile is updated first with the correct supervisor.  Then go to Course Catalog, and search on a class name you’re interested in finding.
When the classes come up at the bottom of the screen, scroll through to find the one you want or research.
Click the title of the class to apply.

If you’re ever looking for Safety courses, type   Safety:    (the word safety with a colon) in the search box and you’ll see all safety courses at the bottom of the screen.

## DOI LEARN What Happens When You Apply For Training? 

- For classes with a cost in DOI LEARN, the system sends an automatic email to their supervisor asking them to log into DOI LEARN and go to the approval queue.
- No supervisory approval is necessary for  mandatory, on-line, no cost training.

**Notes:**
At the approval queue, the supervisor can either approve or deny the training.  The supervisor has been instructed to add a responder comment if they deny training  because once they click Submit, you as the employee will get an automatic email so you know if your request was approved or not.
The email comes from “geolearning.”  It is not SPAM.  Some supervisors may have to check their filters to be sure it is not preventing the email from arriving.

## DOI LEARNChoosing your ClassStep 2

- Click on the GREEN Title to open all classes, and to get more information about the class.

**Notes:**
Select a course you want (click the green title link)
The bottom area is the course you selected opened up.  To apply, click the title and fill in the fields.  NOTE:  There could be more than one instance of a class with a different location and date, so you may need to scroll through the choices before applying.

## DOI LEARN How Do I Submit A Training Request? 

**DOI LEARN**** **How Do I Submit A Training Request?** **

- Enter Zeros for the three mandatory fields IF there is not any estimated cost and choose the “By Agency” for “Who’s Funding”

**Notes:**
If there is a cost to travel to the training, you can enter estimates here for budgetary reasons later.  Always choose “by agency” for funding.

## DOI LEARNWhen an Employee Requests TrainingStep 3

- When an employee applies for a class in DOI LEARN the system sends an automatic email from “doilearn@geolearning.com” to the supervisor asking them to log into DOI LEARN and approve the training, provided the profile was set up correctly.
**Note**: These emails are not Spam!
- Have your local IT Support check their server filters if supervisors are not receiving emails from doilearn or check your own profile to make sure the correct supervisor was selected.

**Notes:**
When an employee requests training, Supervisors or alternate approvers will receive an email from “geolearning.” 
Mandatory NO-cost training does not require approval.  I will be assigning most mandatory online training and it will just go to employee’s learning plans without ever going through the approval queue process.
NOTE:  If supervisors are not receiving emails, have the employee check their profile, 9 times out of 10, they have the wrong supervisor listed.
Some instructor led training with NO-cost may require supervisor approval. 

**This is an example of the automatic email – Note Status**

**DOI LEARN****Choosing your Class****Step 4**

**Notes:**
This is what the email will look like and it will be from “doilearn@geolearning.com”
Emails are sent when students REQUEST training, when supervisors approve or deny training, when instructors may have a closed roster and move students from requested to registered or waitlisted.  And emails are sent when instructors cancel classes and at the end of the class “complete” the roster.  
This system is very email friendly.

**NOTE** you will get TWO emails from DOI LEARN.  The first is stating you have applied for a class.  The second is the approval or denial of the class.  These emails are sent for your information. 

## DOI LEARN SF-182 External Training Form

- To receive credit for training taken outside of DOI LEARN – Federal employees now must complete the SF-182-External Request.
- Do not have supervisors enter training taken outside of DOI LEARN in the Extra Training Items anymore for Federal employees

**Notes:**
To receive credit for training taken outside of DOI LEARN – Federal employees now must complete the SF-182-External Request.  
Do not use have supervisors enter training taken outside of DOI LEARN in the Extra Training Items anymore for Federal employees
Contractors, Partners, and Volunteers still have their federal liaison supervisor enter their training taken outside DOI LEARN in to the Extra Training Items area of their transcript.

## SF-182 for External Trng

- SF-182 for External Training Requests for Federal Employees only. Click Course Catalog, then Catalog, then Request External Trainig

- See this URL for SF-182 help slides:
**http://training.usgs.gov/DOILearn/Index.html**

## SF-182 Continued

- Populate all fields and click Save at the bottom when finished.

**Notes:**
This is an example of the SF-182 – it will pre-populate some fields from your profile so it is very important to have your profile updated before filling out this form.

When it is all populated, click SAVE.   Or Back if you want to Quit.

Once you click SAVE, an email goes to the Supervisor asking them to review and approve it.  Again, your profile needs to be updated for this to happen otherwise the email goes no-where or the wrong supervisor.

No changes can be made except by the next level person – supervisor since you sent it on by clicking Save.

## SF-182 Continued

- Employees:
- You can see your SF-182 External Training Request status by clicking on My Courses, then My External Requests.
- Once training has been approved and completed, it will show in your Student Transcript.

**Notes:**
If you took training outside of DOI LEARN before the SF-182 came into place (1/12/09), AND you want to receive credit now, you must create an SF-182 now INSTEAD of having your supervisor add it to your EXTRA TRANSCRIPT ITEMS.    

Only contractors, volunteers, and partners will be using the EXTRA TRANSCRIPT ITEMS from now on.

## View/Print Your Transcript

- Click on My Courses.
- Notice tabs to view training.
- Click on Student Transcript.

**View/Print Your Transcript**

**Notes:**
Next I’m showing you were you can print your own transcript.

Click on My Courses then click on Student Transcript – Note:  there is more than one place to do this on the screen.

## DOI LEARNView/Print Your Transcript Cont.

**DOI LEARN****View/Print Your Transcript Cont.**

- Viewing/Printing your Transcript:
- If you choose PDF format, it looks like the next screen shot.
- Click “View Report”

**Notes:**
You can print it out.  Choose a format on this view...  It looks best with PDF and you can view the report or save it to your computer.

## DOI LEARNTranscript (in PDF format)

**Notes:**
This is an example of a transcript.  Depending on what format you want your report, this is what the transcript may look like. 

## Information Read Only

- FYI only
- - Payment options
- DOI University information
- Learning Plan and Misc.

**Notes:**
We are going to cover these next 4 items to show you what your supervisor does to approve training.  They are for your information only.  Your supervisor or alternate approver is the person who would make sure these tasks are completed.  

We offer a supervisor cyber similar to this one for anyone who needs to know all the supervisory duties involved with DOI LEARN because there are more than just approving training.

## Training Approval

- It is imperative that your training request be approved PRIOR to you attending training, because:
- Attendance
- Course Coordinators/Instructors know how many supplies/books to order.
- Recordkeeping/tracking training.
- Helps the instructor if the roster is closed.
- Helps the instructor know who is attending for open rosters.
- Helps the DOI LEARN team know if you attended or not to avoid future emails.

**Notes:**
Attendance: How will you know to attend the training if you don’t receive your email notification saying you are in the class? How will the student know to attend class if you don’t approve their request?  How will the instructor know to expect them if they are not on the roster?

Helps the instructor if the roster is closed. (This means the instructor selects who attends a class but it must have been pre-approved by supervisor before Instructor sees it)

Helps the instructor know who is attending for open rosters. (How many students and should the class be opened to other agencies to fill slots.)

All of these questions are answered when you (the supervisor) approves the training request.

## DOI LEARNApproval Screen Shot

- The next slides are an example of what the approval screen will look like if a supervisor/alternate approver/AO chooses to pay by Credit Card:
- This is information only, if you are an approver, we have a separate training session for supervisors and alternates.

**Notes:**
**NOTE** we will go over the Credit Card first then the IPAC. We will briefly touch on some of the DOI U information.

We are going to spend time talking about this area.  It is causing confusion.  If you all will help your supervisors understand or encourage them to participate in the Supervisor/Alternate Approver seminar, we would appreciate it.

## DOI Learn

**DOI Learn**

- Choose the Action Type.
- * Please click GO after your payment type is selected.

**Notes:**
This approval queue screen is very confusing I know.  We are working with the vendor to change it and make it more user friendly.  But even with taking the fields out at the bottom that the vendor shows are required, the process will still be a manual process where the person must pick up the phone to pay for USGS sponsored classes.  
Supervisor chooses the Action and if they deny a request, they should be entering a responder comment.

## Scroll down

- USGS SPONSORED CLASSES, CALL 888-390-4447 Then Choose Option #9

**Notes:**
If you choose Credit Card, the screen refreshes to these 3 paragraphs above.  We are working with the vendor to fix this screen to shorten the wording and make it more user friendly and take out the required fields at the bottom, lower right corner.
NOTE:  The phone number here for Non-DOIU classes which is what USGS classes are.

USGS will be option 9 on this phone message and when the option number is pressed, it will ring at 303-445-4697 to answer and take your credit card number or account number to process your request.

## Credit Card Payment

**Credit Card Payment**

- THIS IS A CONTINUATION FROM ABOVE FOR CREDIT CARD PAYMENTS

- Fill in 3 mandatory fields and click submit for USGS.

**Notes:**
The number 303-445-4697 is USGS sponsored classes payment line.  These three mandatory fields on the lower right of the screen do not go anywhere but other bureaus use them to contact you if they have questions when it is one of their classes you are paying for, so please put just your name, phone, and email in and click “submit.”
Again, this screen is being worked on by the vendor to change and make it more user friendly but without an Ecommerce, the payment is handled manually for USGS.

## ORG CODE

- *PLEASE NOTE: This is for IPAC payment type.  Please click GO after your payment type is selected.

- P.O Number/DCN
- Account Number

**Notes:**
Under Payment , if you select IPAC:  an Inter-Agency Transfer of Funds (the information requested on this screen is similar to what the lower block of an SF-182 asks for) and these 5 fields are required.  This is why we ask you to choose credit card instead, less fields to fill out.
At this time, we are encouraging credit card use OVER IPAC because IPAC forces our finance person to run a report manually and process the payment.
These 5 fields are all mandatory. This is a good reason to have an AO type person be your alternate approver.
In case someone asks:  8-digit station symbol = all govt. agencies have a station symbol also known as an agency location code (ALC)  We at USGS are using this for the 6 digit Org Code for now. It is an account identifier and lets our collecting agency know where to begin an internal transfer of funds.   DOC/OP/Req. #= This is the accounting reference number like a purchase order number.  Different agencies call it something different thus DOC or OP or Requisition number.  You can use it for your purchase order number or document control number. Appropriation number/Fun (should be FUND)/ Project Code = All money spent/received is assigned to a particular appropriate code, fund code, or project code. We are using this field as the Account Number for now.  This represents the actual account that money would be taken from when performing an internal transfer of funds.  Billing contact name and phone is you, the person paying.
NOTE:  I’ll say this again, this system does NOT obligate in FFS.  Once a week, our AO runs a report on all IPACs and handles it manually.  Choosing Credit Card is just easier.

## Credit Card Payment for DOI U Classes

- This slide was added for information only since DOIU is separate from DOI LEARN:
- Click "Payment Option"
- Click "GO" then choose credit card. Scroll down.
- Enter your name, phone, and email.
- For DOIU/NBC classes, click the URL listed **http://www.doiu.nbc.gov/cc**
- 	This takes you to DOIU's web site to enter your credit card information electronically.
- 	**NOTE**:  You must return to the DOI LEARN window and click "Submit“ to approve the training.

**Notes:**
This slide is FYI Only. We do not handle any DOIU classes for payments or questions.  Please call DOIU Help Line if you have questions or need to pay for their classes at:  202-208-6278.

## If you have training you want to take outside of DOI LEARN and want to receive credit for it, you need to create the “External Training Request” Form (SF-182).  
If you are a contractor, partner or volunteer, you can have your supervisor enter it as “Extra Training Item.”
These next few slides are for contractors, partners and volunteers only.

- If you are a contractor, partner or volunteer, you can have your supervisor enter it as “Extra Training Item.”
- These next few slides are for contractors, partners and volunteers only.

**How to add training to your Transcript:**

**Notes:**
The  SF-182 module is ONLY for Federal Employees and for training taken that is NOT in the DOI LEARN Catalog.  We have slides on our OED DOI LEARN web site for how to use the SF-182 and if you click on Library and Online Resources, you’ll find a quick reference guide and slides too.

All TMS records have been migrated into your Extra Transcript items and TMS was decommissioned 10/31/07.

## Click the Add Extra Transcript Item button

- Adding Extra Transcript Items for contractors, partners and volunteers.

**Notes:**
These slides show you how a supervisor enters contractors, partners, volunteers training into their Extra Training Items and shows where Federal employees TMS records and training taken outside of DOI LEARN from the past, are located.  In the past you had supervisors enter your outside training into the Extra Training Items, now you want them to create an External Training request.

Your supervisor goes to your profile and click on the Transcript link.  Then scrolls down to the button that says: “Add Extra Transcript Item”  

## Enter information and click “Submit.” Click “Update Transcript” on the next screen when done.

- Enter information and click “**Submit**.” Click “**Update Transcript**” on the next screen when done.

- Adding Extra Transcript Items

**Notes:**
Enter the course and class name – most times, this is the same name.  Click the drop down box for completion status and choose “complete”, enter a completion date.  You can leave score blank if need to.. This score field is a numerical field only.  The registration date can be the completed date if you do not know it.  Click Submit when done entering data.  Then click “update transcript” to save the transcript.

## DOI LEARN Your Learning Plan 

**DOI LEARN**** ****Your Learning Plan**** **

**Learning Plan:**
- Click on “**My Courses**” at the main welcome screen, then Click on “**Learning Plan**”
- This is where you find courses to take that have been assigned to you.

**Notes:**
This is what the learning plan looks like under your name.   You can see the training assigned to you by going under My Courses and then clicking Learning Plan.
The learning plan is where your online courses are assigned by the Dept. for mandatory training. Go to “My Courses”  then click on "On-line Courses.”
This is also where you will find the on-line survey when you complete training in DOI LEARN.  The new Metrics That Matter module has been added to DOI LEARN.  When you complete training THROUGH DOI LEARN you will receive an email asking you to log in and take a 3-5 minute survey.  You will get weekly email reminders for one month until you take the survey.  Please just take it.  After 30 days from the last day of your class completion, the survey option goes away.  90 days later your supervisor is provided a survey to take on how the training has helped you or impacted your job or not.  This tool is for supervisors to better manage training so please take the survey within the first 30 days of completing the class.

## DOI LEARN Get Training and Info!

- Supervisors & Admins – Sign up for monthly scheduled training with at   _[http://training.usgs.gov/DOILearn/WhatsNew.html](http://training.usgs.gov/DOILearn/WhatsNew.html)_
- All Employees – Login Instructions on the OED website:  _[http://training.usgs.gov/DOILearn/Index.html](http://training.usgs.gov/DOILearn/Index.html)_
- Supervisors and Alt Approvers - How to Approve Training:  **http://training.usgs.gov/DOILearn/tipsforsupervisors.html**
- Contractors, Volunteers, etc – Login Instructions on the OED website:  _[http://training.usgs.gov/DOILearn/Index.html](http://training.usgs.gov/DOILearn/Index.html)_
- Desk Aids – Color Tri-fold Brochures – Contact Melanie Hood
- Instructors & Class Coordinators - Managing your classes in DOI LEARN – Contact Melanie Hood if you feel you need this training.

##   Problems When Taking an On-Line Class
In the midst of taking on-line training and the screen freezes or will not respond to keyboard commands:   Please have your employees view these web sites for Internet Browser and Java configurations:
http://doilearn.doi.gov/MaestroC/OnlineResourceDocs/2/2007_IEBrowser_Settings.pdf         and
http://doilearn.doi.gov/MaestroC/OnlineResourceDocs/2/Java_Settings.pdf 
	These are also located under Library and Online Resources in DOI LEARN.  

If you are using a Mac computer, please view this URL:	http://internal.usgs.gov/gio/security/security_training_fissa.html

- In the midst of taking on-line training and the screen freezes or will not respond to keyboard commands:   Please have your employees view these web sites for Internet Browser and Java configurations:
- _[http://doilearn.doi.gov/MaestroC/OnlineResourceDocs/2/2007_IEBrowser_Settings.pdf](http://doilearn.doi.gov/MaestroC/OnlineResourceDocs/2/2007_IEBrowser_Settings.pdf)_         and
- _[http://doilearn.doi.gov/MaestroC/OnlineResourceDocs/2/Java_Settings.pdf](http://doilearn.doi.gov/MaestroC/OnlineResourceDocs/2/Java_Settings.pdf)_
- 	These are also located under Library and Online Resources in DOI LEARN.
- If you are using a Mac computer, please view this URL:	http://internal.usgs.gov/gio/security/security_training_fissa.html

**Notes:**
We are trying to get a list of all Mac Users so we can better help them since the Dept. and Bureau do not support Macs.  

## DOI LEARN

- Metrics That Matter (MTM)
- This tool allows employees a chance to evaluate the class they took in DOI LEARN within 30 days of completion. Then 90 days later, the supervisor receives an email to take a survey about that employee’s training and retention.
- Please fill out the survey which takes less than 5 minutes when you receive the email. The emails will stop coming after you take the survey.
- The Primary Supervisor field must be populated in each person’s DOI LEARN profile so the correct person receives the email.

**Notes:**
New Module called Metrics That Matter (MTM) in DOI LEARN.  Sends an email reminder to all employees who take training through DOI LEARN.  Once the class is completed, an over night update is performed and the employee will receive an email asking them to complete the 3-5 minute survey.  It is only available up to 30 days from the last class date.  After 30 days the option goes away.  About  90 days later, the supervisor will receive a post survey email asking them to take the survey and evaluate their employee since they had training.  

## DOI LEARNTidbits

-    _[http://training.usgs.gov/](http://training.usgs.gov/)_ and the Lotus Electronic Bulletin Board
- Can’t find a **class in the DOI LEARN Course Catalog?  Email:  oeddoilearn@usgs.gov**
- Please use the DOI LEARN Helpdesk! _[doilearn@geolearning.com](mailto:doilearn@geolearning.com)_   1-866-466-1998_ _

**DOI LEARN****Tidbits**

**Notes:**
Please utilize the help desk on the doilearn web site before emailing: oeddoilearn@usgs.gov
Very Important to look for updates on the training.usgs.gov web site too.  Also you will find lots of FAQ’s at the training website under DOI LEARN
Please call your local IT support help desk too for PC problems.
NOTE:  Please note the PC configurations documents for Internet Browser and Java Settings  under “Library” and “Online Resources”

## Fire away   

**DOI LEARN****Questions?**

**Notes:**
Any questions?