How to manage your Group or School

Welcome

What do we mean by group? What is a group leader? What you need to do.

A group is simply a number of users of the system, who all have access to the same courses. The types of courses that the group has access to depends on the Group Subscription Package which has been bought on their behalf.

The Group Leader (you) are essentially in charge of adding (and removing) members from your group.
You also can create Sub-groups, and assign other group leaders to manage them if you are in charge of a lot of members.
You will also be able to see which group members have completed which courses.
You also can Invite – or Re-Invite members to your group, either directly, via uploading a .csv file, or creating a password which only people that know it can access.

The group leader who does the day to day running may, or may not be the person paying for access. For example, a school Principal may assign another teacher, or the School Secretary as Group Leader to manage on their behalf.

When setting up a group through our Group Subscription service on this site, the person who pays for the course is automatically the Group Leader. It is up to you do decide if you want to add additional leaders or not.

What does the site not do

Although there are ways that this system can help you ensure everyone in your group CAN access their courses… as the old saying goes… ‘You can lead a horse to water…’

The site won’t police compliance for you. It is up to the members of the group to ensure that they take responsibility and ownership for completing any courses they are subscribed to.

Where you are in charge of a parent group, or if you are a group of colleagues who wish to take a subscription together, and have each ‘paid in’, compliance is usually not an issue as everyone is motivated to get the most out of their investment.

Where it is paid by an organization, unfortunately that is where good old fashioned ‘being a good leader comes into it’. 🙂 If your team don’t use it to the fullest, its down to you. (We can suggest taking the leadership course ‘How to Manage People Smarter Than You Are‘ on the site to help with motivating and discussing the importance of continued professional development. 🙂 )

Suffice to say – the person who always gets the most out of learning more is NOT their employer, nor the pupils or clients they see, but themselves.


Getting Started

First Things First

You will access your Group through the Groups Dashboard – which you can find HERE.
The direct link URL is here in case you wish to copy it or bookmark it: https://cattscourses.com/groups-dashboard/

When you are a Group Leader, when you LOG IN to the site, you will automatically be taken to this Group Dashboard page. All your members of your group, once they have been added, will automatically be taken to their ‘My Courses‘ page. The direct URL of this page is here in case you wish to copy or bookmark it: https://cattscourses.com/dashboard/

You can also access any courses you are able to take from this page as well.

The First Link you will see on your page is called ‘Edit Group Details’. This will allow you add or amend the group name, as well as add your group or school’s logo if you wish.

Below that you will see a list of all the courses that are included with your subscription. (If you wish to run ‘sprints’ in your group or focus on a course a week or a month etc, this will let you know what you have access to).
As new content is added to your subscription it will appear here also.


Adding Members to your group

You can add members to your group in 3 ways.

Directly Adding

If you have less than 5 people, the easiest way is to just add them directly. Click on the Button called ‘Enroll New User’.

You will then see this window, where you can add the users as you need to. (Each person will get an email with their username and password).

You will also see the option in the picture called ‘Upload via CSV’ – this is the next way to load users.

Uploading via CSV

A CSV file is a ‘Comma Separated Values’ file that usually looks like a spreadsheet.
When you click on it in the picture above, you will be asked to upload it. (There is a SAMPLE file which you should download first, to see what format is required).

You can also get a copy of the sample csv format here.

The information needed is simply First name, Surname, and email. This is what the demo file looks like.
(Remove the Demo names of course!) 🙂

Again, once you upload the names and emails, everyone will get an email with their username and password.

Adding via Group Code

Adding via Group Code is very handy if you:
– Have a LOT of people to invite,
– Have bought a set number of seats, and want a ‘first come first served’ approach to accessing the content,
– Have users who may want to add themselves, when they have time.

To create a Group Code, click on the link called ‘Group Code’, and you will see the screen in the picture with this button

Click on it, and then either ‘Generate a code’ – which is unlikely to be guessable in case you are concerned about security, OR, just type in what you want your users to add. If you have users who may not be comfortable with technology, just keep it simple. (Once all your seats are used up, the code won’t be of use anyway)


Viewing Course Reports

The last section which you will need to know how to do, is to view Course reports. To access this, click ‘Reports’

From there, you will see the screen in the picture. Just select the course you are interested in checking and it will give you a status of how your individual group members are doing. It will show as:
Not Started
In Progress
Completed


Managing Users

The two main things you will need to do with your group are to:
‘Re-invite’ members (usually when someone has not used the system for a while and needs a polite reminder), and
Remove members. (This can be due to someone no longer being employed in your school, or if you are a parent group, the person is no longer a member).

That’s it!

That is pretty much all you need to do. If you have any questions or want to do something that is not covered here, please submit a request in our FORUMS section, so that any other group leaders in future can also benefit from the answer. Thanks for reading this so far!