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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As an Administrator: Adding Users
Quick steps:
- Go to 'Manage Users' in the top right menu
- Click 'New User'
- Enter the User's details
- The user will receive an invitation email
Bulk adding users:
- Download the template CSV file
- Add your users' details
- 'is_active' should always be a 1
- 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)
- Save your file as Comma Delimited UTF-8
- Go to 'Manage Users' in the top right menu
- Click 'Import Users'
- Select your updated UTF-8 file
- Make sure 'Send Welcome Email' is ticked (sends an email to your users asking them to set a password)
- Select 'Import Users'
- The users will receive an invitation email
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As an Administrator: Sharing a Group with multiple users
Quick steps:
- Go to 'Manage Users' in the top right menu
- Click the User's Name
- Tick the boxes next to the Groups you want the User to see
- Click the 'Update User' button
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Adding a Group
Quick steps:
- Go to your 'Dashboard' in the top menu
- Click the '+ Add' tab near the top of the page
- Enter your Group Details
- Click the 'Add Group' button
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Editing a Group
Quick steps:
- Go to 'Manage Groups' in the top right menu
- Click the Group's name
- Edit the Group details
- Click the 'Update Group' button
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Adding a Favourite Resource
Quick steps:
- Find a resource you want to add to your favourites
- On the resource page click the 'Add to favourites' button
- Select the Group you want to save the resource to
- Click the 'Update favourites' button
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Updating Progress
Through the Dashboard:
- Go to your 'Dashboard' in the top menu
- Make sure the correct Group tab is selected
- Make sure the 'Overview' sub-tab is selected
- Click Skill-Step you want to update
- Update the scale to the right of the screen
After completing a resource:
- After completing a resource (or part of a resource) you will be prompted to track your progress
- Alternatively, on a resource page, click the 'Track Progress' button
- Make sure the correct group is selected from the dropdown at the top of the window
- Update the scales next to relevant steps
- Click the 'Go to Overview' button to return to the 'Overview' tab for the group
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Downloading your data
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:
- Click 'Snapshots' in the account menu
- Click the Snapshot button
- Select a date to download data from
- The data downloaded will be the latest skill step data at the date selected
- Download your data as a CSV spreadsheet
Making the most of your data
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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