User Guide (Training Management Application - LMS)

Training Management
Application – LMS
User Guide

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 User Guide (Training Management Application - LMS)

Contents

1. Introduction and Objectives ............................................................................................................ 3

2. How the Application Works? ........................................................................................................... 3
3. Login.................................................................................................................................................. 3
4. Landing Dashboard ........................................................................................................................... 9
5. How to Add/Edit/Disable Training? ............................................................................................... 10
6. Batch Management ........................................................................................................................ 12
7. User Management .......................................................................................................................... 13
8. How to Enroll Bulk Trainee? ........................................................................................................... 17
9. How to Enroll bulk Trainer?............................................................................................................ 18
10. How to create Training Schedule? ............................................................................................. 19
11. How to Create Multiple Trainings Schedule using Upload Schedule? ...................................... 21
12. How to View Attendance?.......................................................................................................... 22
13. How to Mark Attendance ? ........................................................................................................ 25
14. How to view Profile, and Update Mobile number? .................................................................. 27
15. How to Change Password? ......................................................................................................... 28
16. How to see the Notifications? .................................................................................................... 29
17. How to see the Messages? ......................................................................................................... 29
18. How to View Daily/Weekly/Monthly Schedule?....................................................................... 30

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 User Guide (Training Management Application - LMS)

1. Introduction and Objectives

Training Management – MLS application is a web-based application that can be accessed by
users like BPM (Block Program Manager), Trainer, and Trainees. Trainers will be able to create and
manage training, track participants' progress, and generate assessments. It is useful to manage and track
the training programs for users like trainers and trainees (i.e. Master Trainer, CRP, and Lakhpati Didi). The
LMS application can add trainer, and trainee, apart from this the application can fetch Trainer, Trainee,
and Batch data from LokOS server as well and capture the relevant data i.e. attendance of trainees, and
assessment etc.

Benefits:

• Improved efficiency and effectiveness of training programs

• Better tracking of training progress and outcomes such as attendance.

• More informed decision-making about training programs

2. How the Application Works?

• Training Management – LMS application is an application which helps users to manage, and track
training. Using the application BPM can create the training, add trainer, trainee and schedule the
trainings.

• The trainer can mark the attendance of the trainees for the scheduled training.

• The LMS application is integrated with LokOS, to login with its user as the BPM user.

3. Login
3.1 Login with LokOS Users (as BPM):
Method 1:
LokOS users can login in the LMS application as the BPM users with their credentials.

1. Enter the URL of LokOS > Login to the LokOS Application with the Valid credentials, select the
role then follow the mentioned steps.

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Click Here to Login

Enter Valid Credentials

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Select Your Role

Click Here

2. Open another tab in same browser > Enter the URL to open the LMS Application.
3. Click on the button “Login with LokOS”.

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Click Here to Login

4. The application will directly login to the LMS Application.

Click Here

Method 2:
1. Enter the URL to open the LMS Application.
2. Click on the button “Login with LokOS”. The application will redirect to the below login screen.
3. Enter the LokOS User Credentials, click on the button “Sign In”.

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Click Here to Sign In

User will login into the application as a “Block Program Manager” Role.

3.2 Login without LokOS users, i.e. Created Users (BPM):

Logging in as a ‘Block Program Manager’ Role. Change the Screen added a new button to log in
as LokOS for the BPM.

Click Here to Login

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4. Landing Dashboard
The LMS is a web-based application, and it can also be accessed from the mobile web browser as
well to schedule, manage, mark attendance, and track training programs.

Program Listing Page:

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5. How to Add/Edit/Disable Training?

Add Training:
Steps:
1. Click on the button “Add Training”.

Training Management > Training:

Add Training

2. Fill all the details in the below popup and click on the “Save” button.

Click Here to Save

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Modify Training:
Steps:
1. Click on the button “Edit Training Details”.

Click here to Edit

Training Details

2. User can change the Training name from the below popup and click on the “Update” button.

Enter the Training Name

Click Here to Update

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6. Batch Management
Here in this section BPM can add new batches, in which the trainer/trainees can be added while
creation in the system.

Click here to Add Batch

Add Batch:
Steps:
1. Click on Batch option in the left panel.
2. Click on the “Add Batch” button.
3. Fill in all the details as below popup > click on the “Save” button.

Click here to Save

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7. User Management
Here in this section BPM can add new trainees/ trainer, and all added trainer and trainees will
appear here.

Add Trainee:
Steps:
4. Click on Member option under User Management.
5. Click on the “Add Trainee” button.
6. Fill in all the details as below popup > click on the Save button.

Click Here to Add Trainee

Fill up the form and click here to Save

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Update Trainee Details:

Steps:
1. Click on the hyperlink ‘Trainee name’.
2. A popup ‘Edit Trainee’ will appear.
3. Enter the Trainee’s details (First Name, Last Name and Mobile number) to change and click on
the ‘Update’ button.

Click on the Trainee Name

Click Here to Update

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Add Trainer:
Steps:
1. Click on the “Trainer” option under the User Management > Trainer page will open.
2. Click on the “Add Trainer” button at the top right corner of the screen >> The “Add Trainer”
popup will open.
3. Fill in all the details in the opened popup and click on save.

Click Here

Click Here to Save

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Update the Trainer details:

Steps:
1. Click on the Trainer option under User Management
2. Click on the hyperlink ‘Training name’, it will open the popup ‘Edit Trainer’.

Click on the Training Name

3. Enter the Trainer’s details (First name, last name, mobile phone, batches and training) to change
and click on the ‘Update’ button.

Click here to Update

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8. How to Enroll Bulk Trainee?

Steps:

1. Click on the “Enroll Bulk Trainee” under Training.

2. Download the Uploading Format, after adding the trainees details in the CSV file, upload the
same file from the below option.

Download the Format

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9. How to Enroll bulk Trainer?

Steps:

1. Click on the “Enroll Bulk Trainers” under Training.

2. Download the Uploading Format, after adding the trainers details in the CSV file, upload the
same file from the below option.

Download the Format

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10. How to create Training Schedule?

This section is responsible for creating and uploading the training schedules, here user can create
the training individually, as well as bulk training using the upload training schedules using the CSV
file.

Scheduler:
User can schedule a training using the option “Create Schedule” by filling the scheduler form and
can schedule multiple training using CSV file.

Create Schedule:
User can create a training schedule by entering details in below scheduler form, and save the
form. User will be allowed to schedule training only for future trainings.

Fill up the
Scheduler Form

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Click Here to save the

Schedule

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11. How to Create Multiple Trainings Schedule using Upload Schedule?

Upload Schedule:
User can add multiple training schedule importing the updated CSV file.

• CSV template format can be downloaded by clicking the button ‘’Download” from the same
screen.
• After adding the training details in the CSV file, upload the same file from the below option.

Download the Format

Upload the CSV file and Submit

After entering data in the above csv file, user can upload it as shown above.

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12. How to View Attendance?

Attendance:
This section is responsible for marking and viewing the attendance details. BPM, trainer and
trainee can view the attendance of the trainees for the scheduled training. Users can click on the option
“Attendance” in the left side panel, click on the option “Mark”.

View Attendance:
Steps:
1. Click on the option “Attendance” on the left panel of the screen.
2. Click on the option “View” under ‘Attendance’.
3. It will display an overview of the Attendance.

Select the options and click Apply

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Report of Attendance:
User can download the attendance report by selecting the date range, below are the steps.

Steps:
1. Click on the option ‘View’ option under “Attendance” at the left panel of the screen.
2. Select the Program, Training name, Batch and Date Range (for which report need to be
generated.), then click “Apply”.

Select the options and click Apply

3. Click on the download button on the right side of the screen to download the attendance report.

Click here to download the Attendance Report

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4. Clicking the download button will ask to save the report in pdf format.

5. Attendance report will be downloaded at the selected location, and report will appear as below:

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13. How to Mark Attendance ?

This section is responsible for marking the attendance details. BPM and trainer can mark the
attendance of the trainees for the scheduled training. User can click on the option “Attendance” in
the left side panel, click on the option “Mark”.

Mark Attendance:
Steps:
1. Click on the option ‘Attendance’ on the left panel of the screen.
2. Click on the option ‘Mark’ under ‘Attendance’.
3. Select the course for which the trainer wants to mark the attendance.

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4. Select the check box for the present trainees, unchecked trainees will appear in the list of
absentees.

5. Click on the ‘Mark Present’ button at the bottom right corner of the screen.

Click here to Mark

Present

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14. How to view Profile, and Update Mobile number?

This section is responsible for viewing the user profile, and to update the mobile number from the
profile section.

Steps:
1. Click on the user option at the top right corner of the screen.
2. click on the option profile from the drop-down menu.

Click Here to View Profile

Profile:

Click Here to Edit/Update Profile

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15. How to Change Password?

This section is responsible for changing the password, here user can change the password from the
profile section, below are the steps:

Steps:
1. Click on the user option at the top right corner of the screen.
2. Click on the option “Change Password” to change the password.

Click Here to Change Password

3. Enter the Current Password, and the New Password to change the Password.

Enter the current password, and the new password to change the password

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16. How to see the Notifications?

Users can see all the notifications from the bell icon at the top right corner of the screen new the
user icon.

Click Here to View Notifications

17. How to see the Messages?

User can see all the messages from the messages icon available at the top right corner of the screen
near user and bell icon.

Click Here to View Messages

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18. How to View Daily/Weekly/Monthly Schedule?

User can see the scheduled trainings from the calendar by clicking on the calendar icon at the top
right corner of the screen near user/notification/message icons. This section is responsible to view
the scheduled training in different modes of the calendar, as below:

a. Daily calendar mode, user can see the scheduled training at the time of the day.
b. Weekly calendar mode, user can see the scheduled training for the whole week time-wise in a
day.
c. Monthly calendar mode, user can see all the scheduled training in a month.

Calendar:
Calendar will show all todays and upcoming training schedules.

Click Here to View Schedule

Different Modes to view Calendar (Weekly)

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Different Modes to view Calendar (Monthly)

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