ERN Category

Trainer Guide

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General Information

Executive Summary
This document is a program to help trainers train Quality users to
implement the ERN Category in Content Server.

Target Audience
The target audience for this comprehensive design document for
Content Server trainers in implementing the ERN Category within
Content Server.

Delivery Method
ILT or VILT

Why is this task performed?

Implementation of the ERN Category is crucial for the Quality
Department of XYZ Company as it is a business requirement

What are the results of performing this task?

When requested by the Quality department in XYZ company to update
existing quality documents in Content Server, quality users will fulfill
the business requirement of successfully applying the ERN metadata
category onto quality documents on their computer stations using
tools such as the “Add ERN Instructions” document within the allotted
times and achieve 100% success rate.

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Learning Objective When requested by the Quality department in XYZ
company to update existing quality documents in Content Server,
quality users will fulfill the business requirement by successfully
applying the ERN metadata category onto quality documents on their
computer stations using tools such as the Add ERN Instructions within
the allotted times and 100% success rate

1. Instructional Strategy

CLUSTER OBJECTIVES TIME

1. Sign Into Given the Google Chrome bookmarked 2 min

Content URL to Content Server, Quality users will
Server log onto Content Server through single-
sign-on (SSO) by clicking on the link 100%
2. Locate the of the time.
Quality
Area within Given the main landing page on Content
Content Server, after successfully logging in using
Server SSO, quality users will locate the large
blue quality area icon folder on the main
landing page in Content Server and click
into the folder within 10 seconds without
the need of a colleague or supervisor
intervention.

3. Locate and Given a valid workspace number Quality 5 min

existing users will successfully locate the search
PDF under bar on the main landing page of Content
the Quality Server in the top right corner, copy/type
Folder the workspace number and search Content

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 Server, sort the results to find the correct
folder, click on the quality workspace
number folder, click on the Quality folder
under it, and select an existing pdf within
2 minutes of searching via the search bar
and without the need of a colleague or
supervisor intervention.

4. Click on After locating a PDF under the Quality 2 min

Function folder, Quality users will successfully
Menu locate and click on the drop-down arrow
Button button (Function Menu) next to the PDF file
5. Hover over name within 5 seconds of identifying the
Properties PDF file.
and Click
on Given the Function Menu next the PDF file,
Categories Quality users will successfully locate the
Properties selection, hover over it, and
click on “Categories” to open up the
Categories Window within 8 seconds.

6. Click on Given the “Categories” window, quality 3 min

Add users will locate the “Add Category”
Category Button in the top right of the screen to
Button open up a list of selectable Content Server
7. Choose categories within 5 seconds
ERN
Category Given a list of Content Server categories
8. Click Apply after clicking on the “Add Category”
button, quality users will visually locate
the ERN Category from a list of Content
Server categories within 8 seconds and
hover mouse over the “Apply” Button

“Upon locating the ERN category and

hovering over the “Apply” Button, quality
users will click on the “Apply” button and
apply the ERN category onto the PDF
document within 3 seconds

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2. Pre-instructional, Assessment, and Follow-Through
Activities

PRE-INSTRUCTIONAL ACTIVITIES

Motivation:
Attention – Grab their attention by highlighting how Quality Auditing
is a serious matter. When the auditors find that documents cannot be
searched, the whole plant is placed under an (A) Initial warning (B)
Probational Warning (C) Final Warning (D) Notice to Managers and
Compliance team for Lack of Compliance.
Relevance - Show relevance with positive encouragement – by
talking about how frustrating it is must be to search for a document

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among 4 million documents only because someone didn’t apply the
ERN category.
Confidence – Encourage users that since they have been using
content server and have all applied other categories, to learn this
category will be very easy.
Satisfaction – This satisfies the business requirement. Point out that
this will make searching for documents much easier in the future.

Objectives: Inform the users that the class objectives are the
aforementioned four. By following these strategies, not only will they
be able to successfully apply the category but also need to fulfill
these tasks during the test/assessments within the correct time in
order to pass.

Entry Skills: Remind users that they should have a workspace

number ready and remind them they should already be a content
server user and familiar with the general layout and know how to use
a stopwatch.

Student Groupings and Media Selection:

Individualized Learning.
Students will be alone and follow instructions from a written eguide
and have a stop watch.

ASSESSMENT

Pretest:
Test them with a short pretest on what content server is, and what
categories are. See below in Instructional Materials

Practice Tests:

Practice Tests will be in 3 phases – find at end of the document

Following instructions at their own pace and familiarizing themselves
with the steps and show hands for affirmative to instructor when
they have completed each step successfully
Using a timer being able to finish applying the category within the
given time frame.
Students will be shown the post test observation and practice on it
using a stop watch.

Posttest: Students will have to be manually observed by the

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instructor and apply the steps correctly within the given time for
pass/fail. The assessment is at the end of the document.

Student Groupings and Media Selection: Students will be alone and

be live observed via the post assessment and with stopwatch

FOLLOW-THROUGH ACTIVITIES

Memory Aids: There is no specific need for a user to retrieve from

memory. However, the Eguide will be a JOB AID that can help users
in the future.

Transfer: The performance context will be the same. Users will use
Content Server and follow the eguide if need be.

Student Groupings and Media Selection: Although students are

working individually, students can use the work chat Skype to
communicate with other students and the instructor as well for
questions.

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C. Content Presentation and Learner Participation

Objective 1: Log into Content Server using SSO

CONTENT PRESENTATION

Content: Opening up Content Server and logging in using Single Sign

on. At this point, students should already be able to get into Content
Server without any issues and with no need for outside help

Examples: Have Content Server Hyperlink included for users to type

into search bar if need be

Student Groupings and Media Selections: Individually; Students

follow the Eguide

STUDENT PARTICIPATION

Practice Items and Activities: Logging into Content Server

Feedback: Students will show hands or ping instructor via work Chat
to confirm that they have completed the step shown in the Eguide

Student Groupings and Media Selections: To be done individually

looking at Eguide

Objective 2: Locate the Quality Area within Content Server.

CONTENT PRESENTATION

Content: Visually locating the Quality area and clicking onto the
Quality folder

Examples: Show a picture of the Quality Folder

Student Groupings and Media Selections: Individually; Students

follow the EGuide

STUDENT PARTICIPATION

Practice Items and Activities: Click onto the Quality folder within 10

8
seconds

Feedback: Students will show hands or ping instructor via work chat
to confirm that they have complete the step shown in the Eguide

Student Groupings and Media Selections: To be done individually

looking at Eguide

Objective 3: Locate an existing Pdf under the Quality Folder

CONTENT PRESENTATION

Content: Search for a quality pdf located under a quality folder by

searching for the workspace number and sorting results in Content
Server search and distinguishing the correct document from the rest
of the documents.

Examples: Show a picture of the search bar and show a sample

image of the search results.

Student Groupings and Media Selections: Individually; Students

follow the Eguide

STUDENT PARTICIPATION

Practice Items and Activities: Trying out various quality workspaces

numbers with different results that require sorting and finding the
correct document within 2 minutes

Feedback: Students will show hands or ping instructor via work chat
to confirm that they have complete the step shown in the Eguide

Student Groupings and Media Selections: To be done individually

looking at Eguide

Objective 4: Click on Function menu Button

CONTENT PRESENTATION

Content: Visually locating the down arrow button and identify it as

the function menu button

Examples: Show a picture of the down arrow button

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Student Groupings and Media Selections: Individually; Students
follow the Eguide

STUDENT PARTICIPATION

Practice Items and Activities: Click on the function menu button

within 5 seconds

Feedback: Students will show hands or ping instructor via work chat
to confirm that they have complete the step shown in the Eguide

Student Groupings and Media Selections: To be done individually

looking at Eguide

Objective 5: Hover over "Properties" and click on "Categories"

CONTENT PRESENTATION

Content: Locate the phrase in the list “properties” and hover over it
and find “categories” and click on it.

Examples: Show a picture of the menu

Student Groupings and Media Selections: Individually; Students

follow the Eguide

STUDENT PARTICIPATION

Practice Items and Activities: Hover over properties and look for
categories and click on it within 8 seconds

Feedback: Students will show hands or ping instructor via work chat
to confirm that they have complete the step shown in the Eguide

Student Groupings and Media Selections: To be done individually

looking at Eguide

Objective 6: Click on “Add Category” Button

CONTENT PRESENTATION

Content: Visually locating the “Add Category” Button and clicking on

it

Examples: Show a picture of the “add category” button

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Student Groupings and Media Selections: Individually; Students
follow the Eguide

STUDENT PARTICIPATION

Practice Items and Activities: Clicking on the “Add Category” Button

Feedback: Students will show hands or ping instructor via work chat
to confirm that they have complete the step shown in the Eguide

Student Groupings and Media Selections: To be done individually

looking at Eguide

Objective 7: Choose “ERN Category”

CONTENT PRESENTATION

Content: Visually distinguish from the categories and find ERN

category

Examples: Show a picture of the ERN Category

Student Groupings and Media Selections: Individually; Students

follow the Eguide

STUDENT PARTICIPATION

Practice Items and Activities: Scrolling to look for the ERN Category
within 8 seconds

Feedback: Students will show hands or ping instructor via work chat
to confirm that they have complete the step shown in the Eguide

Student Groupings and Media Selections: To be done individually

looking at Eguide

Objective 8: Click Apply

CONTENT PRESENTATION

Content: Clicking on Apply button

Examples: Show the apply button as an image

Student Groupings and Media Selections: Individually; Students

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follow the Eguide

STUDENT PARTICIPATION

Practice Items and Activities: click on the Apply button within 3

seconds

Feedback: Students will show hands or ping instructor via work chat
to confirm that they have complete the step shown in the Eguide

Student Groupings and Media Selections: To be done individually

looking at Eguide

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D. Assignment of Objectives and Activities to Session(s) with
Time Estimates

SESSION OBJECTIVES AND ACTIVITIES TIME

Apply ERN Given the Google Chrome bookmarked URL 2 min

Category is to Content Server, Quality users will log
just one onto Content Server through single-sign-on
session (SSO) by clicking on the link 100% of the
because the time.
estimate
time it takes Given the main landing page on Content
to train Server, after successfully logging in using
people is at SSO, quality users will locate the large blue
tops 30 min. quality area icon folder on the main landing
page in Content Server and click into the
folder within 10 seconds without the need
of a colleague or supervisor intervention.

Given a valid workspace number Quality 5 min

users will successfully locate the search
bar on the main landing page of Content
Server in the top right corner, copy/type the
workspace number and search Content
Server, sort the results to find the correct
folder, click on the quality workspace
number folder, click on the Quality folder
under it, and select an existing pdf within 2
minutes of searching via the search bar and
without the need of a colleague or
supervisor intervention.

After locating a PDF under the Quality 2 min

folder, Quality users will successfully
locate and click on the drop-down arrow
button (Function Menu) next to the PDF file
name within 5 seconds of identifying the
PDF file.

Given the Function Menu next the PDF file,

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Quality users will successfully locate the
Properties selection, hover over it, and
click on “Categories” to open up the
Categories Window within 8 seconds.

Given the “Categories” window, quality 3 min

users will locate the “Add Category” Button
in the top right of the screen to open up a
list of selectable Content Server categories
within 5 seconds

Given a list of Content Server categories

after clicking on the “Add Category” button,
quality users will visually locate the ERN
Category from a list of Content Server
categories within 8 seconds and hover
mouse over the “Apply” Button

“Upon locating the ERN category and

hovering over the “Apply” Button, quality
users will click on the “Apply” button and
apply the ERN category onto the PDF
document within 3 seconds

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E. Consolidation of Media Selections and Choice of Delivery System(s)

STUDENT GROUPINGS
SESSIO OBJECTI
AND MEDIA DELIVERY SYSTEM(S)
N VES
SELECTIONS

1 1

4 Individualized with In person learning at

eguide but in a large their own computer in
5 training room a training room

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Instructional Materials

Student Name: Date

Pretest:

What is content server? Content Server is the main document

repository where quality users can store their documents.

What is a content server category? A content server category is type

of metadata that can be associated with document for easy
searching and indexing.

Practice Test

Follow steps below:

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Practice Test 1:
Step 1: Follow the ERN Steps & Instructions using the Eguide.

1. Log onto Content Server and Find the Quality Folder Landing
Page
2. Locate a workspace and the pdf document via the Search
3. Click on the function menu button and locate the ERN Category
4. Apply a string of characters for the ERN category

Practice Test 2:
1. Content Server Logging and locating Quality Area Icon within 10
seconds
Your time: ____________ (seconds)
2. Locating a quality document from search results with 2 min
Your time: _______________ (minutes)
3. Locate ERN Category and Apply it within 30 seconds
Your Time: _____________(seconds)

Post-Test/Assessment
Name: Date:
Observer: Tools Needs: Timer/Stop
Watch
Instructions for the Observer:
Give the students the steps at the last of this document. Inform them
that you will be observing and timing them as they go through
completing the steps in the specified time for specific steps
# Steps Observation: Checklis
t
1 User logs into Content Without manually Yes/No

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 Server successfully using signing into Content
SSO Server, they logged
into using SSO?
2 User find the Quality Area Was it within 10 Yes/No
Icon and clicks on it. seconds?
Their Time: _________ Yes/No
Did they need help
of a colleague or
supervisor?
3.1 User places cursor into the Did the user locate Yes/No
search bar and types or the search bar?
copies into it the Did the user Yes/No
workspace number to copy/paste the
search Content Server workspace number
and commence the
search?
3.2 User sorts the results and Did the user sort the Yes/No
finds the quality workspace results?
folder and clicks on the Did the user click on Yes/No
quality folder and selects the workspace
the correct pdf with the number? Yes/No
allotted time without Did the user click
colleague or supervisor help into the quality Yes/No
folder?
Did the user find the Yes/No
correct quality pdf?
Did they need Yes/No
Supervisor or
Colleague
assistance?
Was it within 2
minutes?
Their Time:
__________
4 User locates the Function Did user click on the Yes/No

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 menu button next the Pdf Function menu
document and clicks on it button? Yes/No
within 5 seconds Was it within 5
seconds?
Their Time:
__________
5.1 User locates the Properties Did the user locate Yes/No
Menu and hover over it the properties menu
and hover over it?
5.2 User clicks on the Did the user click on Yes/No
Categories submenu the Categories
selection under Properties selection?
all within 8 seconds Steps 5.1 & 5.2 Yes/No
completed within 8
seconds?
Their Time: _________
6 User finds the Add Category Did user click on the Yes/No
Button and clicks it within 5 Add Category
seconds button? Yes/No
Was it within 5
seconds?
Their Time: _________
7 User locates the ERN Did user locate the Yes/No
Category and hovers over ERN Category and
the Apply Button within 8 hovers over the
seconds Apply button? Yes/No
Was it within 8
seconds?
Their Time: _________
8 User clicks on the Apply Did the user click on Yes/No
Button within 3 seconds the Apply button?
Was it within 3 Yes/No
seconds?
Their Time: _________
Final Tally of Total Yes ________/22

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Pass Grade Requirement: 22/22 Student Pass________ No
Pass__________
Observer Signature:

Instructions for User

Turn on your computer

Find your Google Chrome and Open it
Locate the saved link for Content Server
Log onto Content Server using SSO and not manually logging on
Locate the Quality Folder area blue icon in the landing page and
click into it within 10 seconds without need for help from supervisor
or colleague
Have a workspace number ready
Type/Copy the number into the Content Server search bar
Wait for results to load
Sort the results and determine the correct quality workspace folder
and click into it
Click on the Quality folder under it
Find the correct PDF under the quality folder that you want to apply
the ERN category to within 2 minutes and without Supervisor &
Colleague help
Locate the drop down arrow button Function menu and click on it
within 5 seconds

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Within the drop down menu, hover over properties and locate the
Categories button within 8 seconds
Add category button – Click on it all within 5 second
Go through the categories and find the ERN category within 8
seconds
Apply the ERN category within 3 seconds

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