RATE
Managing Your Training
RATE
Today's Objectives:
• Introduce you to RATE and it's purpose
• Highlight the core concepts and features
• Demo RATE in action
• Talk about the future of RATE
Ask questions at any time!
RATE - Managing Your Training
rate@vanderbilt.edu
What is RATE?
RATE is a web portal for managing training schedules,
registrations, and resources.
2008:
Built in-house by GCM
Developed to manage
research related training
2-3 departments drove
the initial requirements
Limited features
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RATE - Managing Your Training
rate@vanderbilt.edu
What is RATE?
Today:
Maintained by OCM & OSP
Completely rebuilt in 2012
Many enhancements in the last year
Rapidly growing (2 departments added this year)
Semi-monthly update schedule
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Future:
• Literally updating every area with new features
• Adding at least 1 more department in 2013
RATE - Managing Your Training
rate@vanderbilt.edu
Why RATE?
Many of our users have chosen RATE as their primary
departmental training tool for these reasons:
• Open to all Vanderbilt users with a VUNETID
• Built as a response to department needs, making it
flexible without unnecessary features
• Fast response times for questions, bugs, and updates
o RATE@vanderbilt.edu
• Allows admins to manage users, quickly schedule
training, and monitor attendance
• Provides trainers with a customized dashboard to retrieve
information about recent and upcoming sessions quickly
RATE - Managing Your Training
rate@vanderbilt.edu
Dashboard
RATE - Managing Your Training
rate@vanderbilt.edu
Terminology
• Unit/Department: a specific Vanderbilt department
(VICTR, Office of Contracts Management, etc)
• Course: Describes the material covered in a particular
subject, defines the target audience, and provides
resources related to the subject matter
• Session: A single training event for a course
RATE - Managing Your Training
rate@vanderbilt.edu
Terminology
A quick comparison example:
University Example
RATE Example
Unit/Department
Physics Department
OAWA
Course
PHYSICS 101
Ethics and Regulation in Animal
Research
Sessions
MWF 1-3PM
MF 1-5PM
TTH 1-5PM
July 9, 2013 @ 10AM
August 16, 2013 @ 2PM
September 23, 2013 @ 11AM
October 30, 2013 @ 2PM
RATE - Managing Your Training
rate@vanderbilt.edu
Core Roles
3 Core Roles:
• System Administrators
o Limited to development team
• Super Users
o Can have one or more special privileges
• Users
o No special privileges unless listed as a department
manager
RATE - Managing Your Training
rate@vanderbilt.edu
Other Roles
Department Managers
• Can manage other users’ training registrations
• Can manage multiple departments
• Allow managers to view and edit user history,
registrations, and mailing subscriptions
Note: Departments can have multiple managers.
RATE - Managing Your Training
rate@vanderbilt.edu
Other Roles
Content Managers
• Can create new courses and sessions within their
department(s)
• Can be assigned to multiple departments
• Allowed to upload documents and create links
Trainers
• Any registered RATE user can be listed as the trainer for
a session
• Trainers have the ability to register users and mark
attendance for their sessions.
RATE - Managing Your Training
rate@vanderbilt.edu
Registrations
RATE provides multiple methods to control your
registrations:
• Limit the number of participants that can register
• Post the course and provide contact information, but
prevent users from registering online
• Post the course ahead of time and set the date when
registrations can begin
• Require Prerequisites
• New! Hide courses from public listings
o Users must have the session URL to register
RATE - Managing Your Training
rate@vanderbilt.edu
Emails
RATE communicates with users via email at key points
in the training process:
• When users create or cancel a registration, a confirmation
email is sent
• All participants receive an email when changes are made
to a session
• If the course defines a post-course survey, a user
receives the link to the survey after their attendance is
marked
RATE - Managing Your Training
rate@vanderbilt.edu
Emails
RATE communicates with users via email at key points
in the training process:
• Users receive reminders one and two days before the
training session
• Users can contact trainers through the application, and
trainers can send messages to session participants
RATE - Managing Your Training
rate@vanderbilt.edu
Emails
RATE - Managing Your Training
rate@vanderbilt.edu
What's Next?
We have a lot of exciting features in development:
• Mobile friendly user interface
• Hosted surveys and quizzes
• Online video training
• Printable certificates
• Self-marking attendance options
• Groups and targeted courses
• Customizable email sending times
• Quickly create recurring sessions
• Calendar invitations
RATE - Managing Your Training
rate@vanderbilt.edu
Tech Notes
Languages, Frameworks, etc.
• PHP
• Zend Framework 1
• jQuery / jQuery UI
• Twitter Bootstrap
• MySQL (soon to be Oracle)
• Backbone.js
RATE - Managing Your Training
rate@vanderbilt.edu
Questions?
rate@vanderbilt.edu
RATE - Managing Your Training
rate@vanderbilt.edu