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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

As an Administrator: Adding Users

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
  3. Go to 'Manage Users' in the top right menu
  4. Click 'Import Users'
  5. Select your updated CSV file
  6. Make sure 'Send Welcome Email' is ticked (sends an email to your users asking them to set a password)
  7. Select 'Import Users'
  8. The users will receive an invitation email

As an Administrator: Sharing a Group with multiple users

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

Adding a Group

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

Editing a Group

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

Adding a Favourite Resource

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

Updating Progress

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

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:

  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

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

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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