CPR Sites Blog

For Training Centers and Training Sites:

• First time you login
• Adding Users (Instructors and TC Admins)
• Recording Course Rosters
• Approving Rosters

First Time You Login:

When you first login to your management area you’ll want to check your account settings and profile information to validate correctness and make any changes needed.  There is an “Account Settings” link at the top of all management pages which only shows up for Training Centers or Training Sites; The link does not appear for accounts assigned as “Instructor Only”.

Adding Users:

Users consist of Instructors and TC administrative people.  You’ll want to create an account for each instructor aligned with your TC; At least those who will be using the CPR Sites system (hopefully that includes all instructors).  You’ll also want to create an account for all TC staff who may need to handle course roster submissions, print cards, search for students, etc.

There are three types of users: Instructor, Admin Only and Admin+Instructor.  NOTE: You can change the account type for any user at any time by editing that specific user.

Instructor: This is an instructor aligned with your TC or Training Site. This person will not have access to modify your TC settings or view other instructors’ information.

Admin Only: This is a TC staff member who should have access to manage the TC settings, process course rosters, etc. But this user is not an instructor so will not need to file their own rosters.

Admin+Instructor: This is a TC staff member who also teaches classes and needs to file rosters in his/her own name.  This account type can file his own rosters, process rosters of other instructors, print cards, etc.

Recording Course Rosters:

You’ll find a link to record a new course roster on the Dashboard when you first login or after clicking on the “Courses” link near the top of any page. Some of the form fields are optional and some are required. The “required” fields are noted by a small star or asterisk to the right of the form field.

First you’ll indicate the course details such as class type, date and time of the class, who decontaminated the equipment, etc.  There is a “notes” field where you can indicate anything that needs to be recorded about that specific class such as noting an unruly student, indicating a co-instructor or explaining why a class took less or more time than usual.

Next you’ll begin adding your student information.  When all of the students have been entered you can proceed to printing cards.  Instructors who cannot print their own cards will submit their roster for the TC to review.  Once cards are printed you should mark the roster as “completed”.  This will send the instructor an email letting him/her know that cards are on the way.  If you are an Admin+Instructor, marking as completed let’s you know that everything is done and you no longer need to worry about that roster.

You can always go back and edit roster information and you can print and reprint cards as often as you need, at any time.

Approving Course Rosters:

As noted above a TC admin user should review and approve all course rosters that have been submitted for review.  When you’ve reviewed a roster and printed the cards, mark as “processed”.  This will remove it from your queue and notify the instructor that it has been approved and processed properly.  You can also make changes to the roster on behalf of the instructor such as indicating a different issue date, adding a student, removing a student, etc.