Elearning Storyboard.xlsx

	A	B	C	D
1	NAVIGATION OBJECTIVES	Step by Step Navigation	Note	Primary Screen
2	At the Completion of this training the user should be able to:
3	Terminal Goal: Navigation
4	Audience: End User
5	Navigate to My Account Settings	Hover over Gear Icon in upper right hand corner of screen > Select My Account		Compass Main
6	Locate Out of Office Notification	My Account > My Preferences > "Change your status to Out of Office if you'll be away on an extended leave"	*To assign delegates that will act on your behalf, go to My Team > Share Permissions	My Account Main
7	Change Password	My Account > My Preferences > Change Password
8	Upload Photo	My Account > My Preferences > Upload Photo
9	Show Training Units	My Account > Training Units		Training Units
10	Add Mobile Devices	My Account > Mobile Devices		Mobile Device Main
11	Log out of Compass	Hover over Gear Icon in upper right hand corner of screen > Select My Account > Click Log Out
12	Navigate to Compass Online Help	Hover over Gear Icon in upper right hand corner of screen > Help	*Help opens a new tab, By Default, will show last opened topic	Compass Main > Help Main "Getting Started with Online Help"
13	Locate the Printable Guides	Help > TOC > Printable Guides
14	Open/Display Help by Role Sub-Topic	Help > TOC > Click System Administrator/User/Manager
15	Open/Display Functionality Sub-Topic	Help > Click Sub-Topic (denoted with Question Mark)	*Help Functionality Topics denoted with "?"
16	Collapse Help Sub-Topic	Help > Click System Administrator/User/Manager	*Click on "open book" to collapse topic
17	Search all online Help	Help > Search (on left hand side of screen) > Enter Search item > Click Search Button	*Use Transcript as example
18	Search for a Topic within Help	Help > Quick Search Text Box (at top of screen) > Enter search term > Press Enter
19	Toggle Search Highlight On/Off	Click Remove Search Highlighting icon (at top of search screen)
20	Print a Help Topic	Click Print Topic icon (at top of search screen)
21	Locate the Help Glossary	Help > Glossary (on bottom left)
22	Add a Help Topic to Favorites	Click Folder icon (at top of search screen)
23	Navigate to Compass Home page	Home	Main Screen that appears when logging on. This screen displays "widgets" enabling you to search for new training, view assigned training, launch or continue an existing training.	Compass Home/Welcome Main
24	Navigate to home page to View Transcript	Home > View transcript (Under My Compass)	*Transcript can also be viewed from Learning Menu	Transcript Main
25	View active training from transcript	Click Active tab	*Active is default tab	Transcript Main, Active Tab
26	View completed training from transcript	Click Completed tab		Transcript Main, Completed Tab
27	View archived training from transcript	Click Archived Training Tab		Transcript Main, Archived Training Tab
28	Add external training from transcript	Click Add External Training		Add External Training Pop-up
29	View Certifications	Home > Certifications (bottom left)		Certifications Main
30	View active certifications	Click active tab		Certifications Main, Active Tab
31	View archived certifications	Click archived tab		Certifications Main, Archived Tab
32	Navigate to Home page view my training	Home > My Training	Shows active training (learning objects) Can also access Transcript from this area	Compass Home/Welcome Main
33	View training details from my training page	Home > My Training > Click Course Link		Training Detail Pop-up
34	Launch training from my training	Home > My Training > Click Course Link under actions > Launch		Training Details Main
35	Navigate to home page to browse for training	Home > Browse for Training	*Browse for Training Features will be described in detail from Compass Learning menu	Compass Home/Welcome Main
36	Browse for training by Subject	Home > Browse for Training > Select Subject from List (on left hand side of screen)		Compass Home > Browse for Training
37	Display my training events by calendar date	Home > Browse for Training > Select Month > Click on Date > Select Session
38	View your upcoming sessions	Home > Browse for Training > Your Upcoming Sessions
39	Navigate to Compass Learning Options	Learning		Compass Learning Main
40	View user transcript	Learning > View Your Transcript		Learning > Transcript Main
41	View active Training	Learning > View Your Transcript > Click Active Tab		Active Transcript Items
42	View completed training	Learning > View Your Transcript > Click Completed Tab		Completed Transcript Items
43	View archived training	Learning > View Your Transcript > Click Archived Training Tab		Archived Transcript Items
44	Browse for Training	Learning > Browse for Training		Learning > Browse for Training Main
45	View upcoming scheduled training sessions	Learning > Browse for Training > Your Upcoming Sessions
46	View suggested training events	Learning > Browse for Training > Suggested Training
47	Browse for training by category using Global Search	Learning > Browse for Training > American Heart Association	Use American Heart Association as example	Browse for Training Main > American Heart Association
48	Perform Global Search by Subject Name	Browse for Training > American Heart Association
49	Refine Global search by training item (Online Class, Events, Curriculum etc.)	Global Search > Online Class (Click Online Class Icon)	Training Items are identified by icons	Global Search > American Heart Association > Training Results = Online Class
50	Clear Global search selections to shall all training items	Click Clear (above training icons)		Global Search > American Heart Association > Training Results = All
51	Refine Global search by Title	Enter Title in Title Box
52	Refine Global search by Description	Enter Description in Description box
53	Refine Global search by Provider	Click search icon next to provider box		Search Providers pop-up
54	Refine Global search by Keyword	Enter Keyword in Keyword Box
55	Refine Global search by Session Start Date	Session Starts timeframe dropdown > 60 days		Global Search > American Heart Association > Training Results within next 60 days (KRM TEST ILT PALS)
56	Navigate to Training Events Calendar	Learning > Events Calendar		Events Calendar Main
57	Change Events Calendar view (Day, Week, Month)	Events Calendar > Click Day, Week or Month		Events Calendar Main > Day/Week/Month
58	Toggle between All Events and My Events in Events Calendar	Events Calendar > Select My Events		Events Calendar main > My Events
59	View personal agenda	Events Calendar > Agenda		Events Calendar > Agenda Main
60	Calendar Filters and Display Options will vary between All Events and My Events The Display Filters and Options described below only relate to "All Events View"
61	Filter Calendar by Title or Session ID, Location or Session Contact	Events Calendar > Filters	Click Triangle to Show/Hide Filter Options
62	Filter Calendar by Completed Sessions	Events Calendar > Filters > Completed Sessions
63	Filter Calendar by Subject	Events Calendar > Filters > Add Subject Filters		Find Subject Pop-up
64	Choose Calendar Display Options (All Sessions, Session Contact, Session Location)	Events Calendar > Display Options	Click Triangle to Show/Hide Display Options
65	Navigate to Compass Knowledge Bank	Learning > Knowledge Bank		Knowledge Bank Main
66	Search Knowledge Bank	Enter Keyword in Search Box > Click Search
67	Open Knowledge Bank Topic	Knowledge Bank > All Topics > Click topic
68	Navigate to Compass Interests and Wait Lists	Learning > Interests and Wait Lists		Interests and Waitlists Main
69	Edit user interests	Interest Details > Click Edit icon (to right of training item)
70	Withdrawing from a waitlisted course	Waitlist Details > Withdraw
71	Navigate to Exemption Tracking	Learning > Exemption Tracking		Exemption Main
72	View active exemptions	Learning > Exemption Tracking > Active		Exemption Requests/Active Tab
73	View completed exemptions	Learning > Exemption Tracking > Completed		Exemption Requests/Completed Tab
74	Navigate to Compass Reporting	Reports > Standard Reports
75	View Compass Dashboard	Reports > Dashboard	No Dashboard Reports currently exists	Dashboards Main
76	View Dashboard List	Reports > Dashboard > View Dashboard List		Dashboard List
77	Create New Dashboard	Reports > Dashboard > Create New Dashboard		Dashboard Preferences
78	View Compass Standard Reports	Reports > Standard Reports		Reports Main
79	View Compass report categories	Reports > Standard Reports > ILT	Use ILT Summary Report as example	Reports Main > ILT Reports Main
80	Select a compass report	Reports > Standard Reports > ILT Reports > Enrollment Summary		ILT Reports Main > Enrollment Summary
81	Choose Report Selection Criteria	Reports > Standard Reports > ILT Reports > Enrollment Summary
82	Manage Events and Sessions	ILT > Manage Events and Sessions	Event records are the generic catalog information for instructor-led training. Sessions are specific scheduled instances of events.	Events and Sessions Main
83	Search for All Events	ILT > Manage Events and Sessions > Search for All Events		Events and Sessions Main > Search for all Events
84	Search for All Sessions	ILT > Manage Events and Sessions > Search for All Sessions		Events and Sessions Main > Search for all Sessions
85	View waitlisted courses	ILT > Manage Events and Sessions > Waitlists		Waitlisted users Main
86	View current waitlisted courses by session	ILT > Manage Events and Sessions > Waitlists> Current by Session		Waitlisted Users Main > Current by Session tab
87	View past requests for waitlisted sessions	ILT > Manage Events and Sessions > Waitlists> Past Requests		Waitlisted Users Main > Past Requests tab
88	View current exception requests	ILT > Manage Events and Sessions > Exception Requests		Events and Sessions Main > Exception Requests
89	View past exception requests	ILT > Manage Events and Sessions > Exception Requests		Exception Requests > Past Requests tab
90	View interests	ILT > Manage Events and Sessions > Interest Tracking		Interest Tracking Main
91	Create New Training Event	ILT > Manage Events and Sessions > Create New Event		Create New Event Main
92	Locate and View your Training Sessions	ILT > View your Sessions		View Your Sessions Main
93	Change Calendar View (Day, Week, Month)	ILT > View your Sessions > Click Day, Week or Month
94	View personal agenda	ILT > View your Sessions > Agenda		Agenda Main
95	Apply Calendar Filters (Tentative, Confirmed, Completed)	ILT > View your Sessions > Filters
96	Apply Events Calendar Display Options (All Sessions, Contact, Location)	ILT > View your Sessions > Display Options
97	Navigate to Compass My Team area	My Team		My Team Main
98	Display Active ToDo Items	My Team > Profile > ToDo
99	Display Action Items	My Team > Profile > Action Items		My Team > Action Items
100	Run a Report from My Team area	My Team > Click arrow on Profile Icon > Reports	Selecting any one of these options will open corresponding menu option/window. With exception of Assigning Delegates there is no back button to navigate back to My Team area; must use back button on browser.