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Organization Management For CSTs, CSCs, and REPs

January 2014

     

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Table of Contents   Purpose ............................................................................................. 3 Terms/Facts to Know .................................................................... 3-5 Basic System Functions as an Owner ......................................... 6-7 Basic System Functions as a Trainer ............................................. 8 Basic System Functions as a Team Member ................................. 8 Appendix A: Functions Summary Chart ......................................... 9 Appendix B: Helpful Screenshots ............................................ 10-15    

     

     

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  Purpose: Based on feedback from the Training community and the requirements of the new SEU process, we have made significant architectural changes to the website. We have created an Organization level. The organizations have teams. Teams allow for different permission levels and thus the flexibility needed to run an organization. You will now be able to give your team members their own login and rights to the system! The changes will also allow you to market courses under the proper Organization if you train for more than one. We are also laying the groundwork for the tracking and administration of new SEU approved courses. Terms/Facts to know: Organization There are three types. An organization can be either a CST, CSC, or REP organization. All trainers must belong to an organization. All courses created must be associated to an organization. Use the Organization that you want to MARKET the course under on the site.

1. CST Organization Only includes CST trainers. Can deliver CSM, CSPO, and EE (Extended Education) courses. 2. CSC Organization Only includes the CSC. Can certify CSMs via coaching sessions and will use a Private-only course type.

3. REP Organization Can have CST and non-CST trainers. Can have CSTs that deliver CSM, CSPO, CSD, or EE courses and non-CST trainers that deliver approved CSD and EE courses.

     

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Teams Teams are groups of people who have certain permission levels. Team Permission levels (hierarchal):

• Create course – ability to create courses, update courses, load students, re-send welcome emails, and make course payments.

• Update course – ability to update courses, load students, re-send

welcome emails, and make course payments.

• Load students – ability to load students, re-send welcome emails, and make course payments.

• Resend emails – ability to re-send welcome emails, and make course payments.

• Course payment – ability to make course payments.

Default teams for a CST Organization Two (2) teams are automatically created (Owner and Trainer).

1. Owner team for a CST Organization

Anyone on this team has ALL permission rights for that organization and can create new teams and add any new team members. They can add any CST trainer to the Trainers team. 2. Trainer team for a CST Organization

CST trainers who want to create and publicize a course for that organization. The Owner and anyone they authorize will be able to

     

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manage these courses. Trainers will only be able to manage their own courses.

Default teams for a CSC Organization Two (2) teams are automatically created (Owner and Trainer).

1. Owner team for a CSC Organization Anyone on this team has ALL permission rights for that organization and can create new teams and add any new team members. They can add any CSC to the Trainers team. 2. Trainer team for a CSC Organization CSCs who want to create a private course for that organization. The Owner and anyone they authorize will be able to manage these courses. CSCs will only be able to manage their own courses.

Default teams for a REP Organization Three (3) teams are automatically created (Owner, Trainer, and REP Shadow Profile).

1. Owner team for a REP Organization Anyone on this team has ALL permission rights for that organization and can create new teams and add any new team members. They CANNOT add new trainers to the Trainers team and must submit for approval via the REP application process. 2. Trainer team for a REP Organization CST and non-CST trainers who want to create and publicize a course for that organization. The Owner and anyone they authorize will be able to manage these courses. Trainers will only be able to manage their own courses. 3. REP Shadow Profile This is needed in order for the REP Profile to display properly in the system. This is the old REP account that will no longer have a login as members of the REP Organization will have their own logins. Welcome emails will be sent with login credentials for any newly created honorary members that did not have an account.

     

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Courses CSTs will be tagged to teach courses for which they are approved (CSM, CSPO or CSD). They can also create generic EE (Extended Education) courses with a custom title. Non-CST trainers can teach courses for which they are approved for CSD and EE (Extended Education). CSCs can certify CSM students via coaching using a CSM Private – only course type. Basic System functions are as follows: As an Owner of an Organization, you are allowed to do the following:

1. Edit Organization data. Change contact information, logo, etc. 2. Download a student list for any student trained under your

organization. 3. Access CSM test stats at an Organization level (in the Backlog).

4. Add another Owner to the Owners team. Search to add an existing

member. If this team member is not a Scrum Alliance member, you can add an honorary member up to a limit of 10.

5. Add another Trainer to the Trainer team:

a. For a CST Organization, the owner can add any CST to their

Training team. In the future, this will send an invitation for the other trainer to accept. For now, please ensure the CST knows they have been added to your Organization to train. This will allow that CST to create a course under your Organization name. You can only add other CSTs. You must sign a REP agreement to add non-CST trainers and have those trainers and courses approved by Scrum Alliance. Visit the Scrum Alliance website for the REP application.

     

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b. For a REP Organization, you must go through Scrum Alliance

to add a trainer to the Trainers team (CST or non-CST). We are requiring Scrum Alliance review the addition of a CST so we can tag them to the courses they agree to teach for your organization including CSM and CSPO.

c. For a CSC Organization, the owner can add another CSC to

the Trainers team.

6. Create a new Team. If you would like to have a team with fewer privileges, you are allowed to create that team. The levels of permissions are as follows and are hierarchical:

a. Create Course b. Update Course c. Load Students d. Resend email e. Course payment

7. Create/copy a Course. On your dashboard you will find a list of your

organizations. You will be able to create a course for any of the trainers on your team but only the course types for which they can train.

8. Update a Course. You will be able to make edits and updates to

courses.

9. Load Students. You will be able to upload student lists to courses.

10. Resend welcome email. You will be able to re-send welcome emails to those students who are having an issue receiving email.

11. Pay for a course. You will be able to make a course payment

on behalf of your organization.

     

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As a Trainer for a CST, CSC or REP Organization, you are allowed to do the following:

1. Download a list of students you trained for all your organizations.

2. Access CSM test stats for your students (same as today).

3. Create/copy a Course. On your dashboard you will find a list of your organizations. You will be able to create a course for yourself or copy any course where you are listed as a trainer on that organization.

4. Update a Course. You will be able to make edits and updates to

your courses.

5. Load Students. You will be able to upload student lists to your courses.

6. Resend welcome email. You will be able to re-send welcome emails

to those students who are having an issue receiving email.

7. Pay for a course. You will be able to make a course payment on your courses.

As a Member of a team for a CST, CSC or REP Organization, you are allowed to do the following:

1. Perform below functions based on your permission level: Team Permission levels:

• Create course – ability to create courses, update courses, load students, re-send welcome emails, and make course payments.

• Update course – ability to update courses, load students, re-send welcome emails, and make course payments.

• Load students – ability to load students, re-send welcome emails, and make course payments.

• Resend emails – ability to re-send welcome emails, and make course payments.

• Course payment – ability to make course payments.

     

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Appendix A: Functions Summary Chart

Functions Owner Trainer Team

Member

Edit Organization Data ✔        

Download a Student List ✔ ✔    

CSM Test Stats (backlog*) ✔ ✔    

Add another Owner ✔        

Add another Trainer ✔        Add another Team Member ✔        

Create a New Team ✔        

Create/Copy a Course ✔ ✔ ✔

Update a Course ✔ ✔ ✔

Load Students ✔ ✔ ✔

Resend Welcome Email ✔ ✔ ✔

Pay for a Course ✔ ✔ ✔

     

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Appendix B: Helpful Screenshots Organization Management: Owners Only Owners can edit Organization data such as change contact information, logo, etc. You can access your organization from your dashboard.    

       

     

     

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Team Management: Owners Only Owners can manage teams from the team listing inside the organizations show page. Owners can also download student lists using the icon just below the Team listing.  

  Owners can add another Owner to the Owners team. Owners can search to add an existing member. If this team member is not a Scrum Alliance member, you can add an honorary member up to a limit of 10.

 

     

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  Only an Owner of a CST Organization can add another CST to the Trainers team. In the future, this action will send an invitation for the other trainer to accept. For now, ensure that the CST knows they have been added to your Organization to train. This will allow that CST to create a course under your Organization name. You can only add other CSTs. You must sign a REP agreement to add non-CST trainers and have those trainers and courses approved by Scrum Alliance. Visit the Scrum Alliance website for the REP application.

For a REP Organization, you must go through Scrum Alliance to add a trainer to the Trainers team (CST or non-CST). We are requiring that Scrum Alliance review the addition of a CST so we can tag them to the courses you want them to teach for any EE or CSD courses. For a CSC Organization, the owner can add another CSC to the Trainers team. Create a new Team (using the green + button next to Teams). If you would like to have a team with fewer privileges, you are allowed to create that team. The levels of permissions are as follows – these are hierarchal so the first one listed in the dropdown gives you all permissions below:

a. Create Course b. Update Course c. Load Students d. Resend email e. Course payment

 

     

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Add a Team Member to a team.

    Course Management: Applied to all teams Course management function availability depends on the permission level you are assigned. Create a Course. On your dashboard you will find a list of your organizations. You will be able to create a course for any of the trainers on your team but only for the course types for which they can train. (Use the green + button next to Courses)

 

   

     

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   Copy a Course. Use the double paper icon next to the course listing on the Organization show page.  

   

Update a Course. Use the pencil edit button next to the course listing on the Organization show page.

   

     

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Load Students. Use the people icon to load students onto a course. There is an option to upload a CSV file.

     Resend Emails. If a student did not receive their welcome email, you can send it again via the course Student tab. You can also edit the name and email address until such point the student logs in. After they have logged in, you will not be able to edit those fields.

   

Course payment. If you did not proceed through payment when you loaded the students, you can pay later via your dashboard using the $ icon.