Help

There's nothing worse than getting stuck, on this page you can find helpful guides to keep you on track.

Scroll down the page to see how to:

• As an Administrator: Add Users
• As an Administrator: Share a Group with multiple users
• Add a Group
• Edit a Group
• Add a Favourite Resource
• Update Progress
• Download your data
• Make the most of your data

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Quick steps:

1. Go to 'Manage Users' in the top right menu
2. Click 'New User'
3. Enter the User's details
4. The user will receive an invitation email

Bulk adding users:

1. Download the template CSV file
2. Add your users' details
   1. 'is_active' should always be a 1
   2. Marking 'is_manager' as 1 assigns the user as an Administrator on your account
      (Please note this is currently the only method for adding another Administrator)
3. Save your file as Comma Delimited UTF-8
4. Go to 'Manage Users' in the top right menu
5. Click 'Import Users'
6. Select your updated UTF-8 file
7. Make sure 'Send Welcome Email' is ticked (sends an email to your users asking them to set a password)
8. Select 'Import Users'
9. The users will receive an invitation email

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Quick steps:

1. Go to 'Manage Users' in the top right menu
2. Click the User's Name
3. Tick the boxes next to the Groups you want the User to see
4. Click the 'Update User' button

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Quick steps:

1. Go to your 'Dashboard' in the top menu
2. Click the '+ Add' tab near the top of the page
3. Enter your Group Details
4. Click the 'Add Group' button

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Quick steps:

1. Go to 'Manage Groups' in the top right menu
2. Click the Group's name
3. Edit the Group details
4. Click the 'Update Group' button

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Watch this 8-minute video on our YouTube Channel - if short on time, skip to the chapter you're looking for.

Quick steps:

1. Find a resource you want to add to your favourites
2. On the resource page click the 'Add to favourites' button
3. Select the Group you want to save the resource to
4. Click the 'Update favourites' button

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Through the Dashboard:

1. Go to your 'Dashboard' in the top menu
2. Make sure the correct Group tab is selected
3. Make sure the 'Overview' sub-tab is selected
4. Click Skill-Step you want to update
5. Update the scale to the right of the screen

After completing a resource:

1. After completing a resource (or part of a resource) you will be prompted to track your progress
   1. Alternatively, on a resource page, click the 'Track Progress' button
2. Make sure the correct group is selected from the dropdown at the top of the window
3. Update the scales next to relevant steps
4. Click the 'Go to Overview' button to return to the 'Overview' tab for the group

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Your groups' skill progress data is accessible through a data Snapshot. Snapshots are a record of where a group is at on the Skills Builder Framework at a specific date.

Quick steps:

1. Click 'Snapshots' in the account menu
2. Click the Snapshot button
3. Select a date to download data from
   1. The data downloaded will be the latest skill step data at the date selected
4. Download your data as a CSV spreadsheet

To help you get the most out of your group's skills data you can use our simple template to generate a print friendly summary.

Download Individual Group Template

Once downloaded, you may need to unblock the spreadsheet first:

• Windows: right-click the template > Properties > Unblock > OK.
• MacOS: ⌘+I > Unblock > OK.

Then paste the data from your downloaded snapshot into the template to view a print friendly summary.

Check back soon for more ways to make the most of your data!

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