Protocols for Operations Training

February 13, 2019

Protocol 1 – Captivate WBTs

1. General testing
a. Check that all Back and Next buttons function correctly
b. Check that activities clear when Back button is used (as needed)
c. Check all correct and incorrect answers for quiz questions
d. Check title font size
e. Check text font size
f. Check font size in other elements
g. Check spacing size
h. Check margins
i. Check bullet size
j. Check pagination
k. Check all interactive elements (click boxes, roll overs, etc.)
l. Do Spell Check since not automatic
2. Publish settings (no quiz)
3. Publish settings (with quiz)

Protocol 2 – LMS General Standards

1. Identify best structure (parent/child, standalone child, initial/recert?)

2. Identify activity codes – samples, should be consistent, vendor courses
3. Identify course title – naming convention
4. Identify registration audience
5. Identify notifications – consistent, specific to QA
6. Identify needed reporting

Protocol 3 – LMS WBT Set Up

1. WBT upload and activity creation (no quiz)

i. LMS settings
ii. Reference sample
iii. Best practices…..
2. WBT upload and activity creation (quiz)
iv. LMS settings
v. Reference sample
vi. Best practices
3. Testing
Protocol 4 – LMS ILT Set Up

1. Reference sample
2. Best practices……
3. Testing

Protocol 5 – LMS Parent Set Up

1. Topic creation
i. Reference sample
ii. Best practices….
1. Notifications (will not work without audience assignment) – specific to
QA
2. Registration audience
3. Description – minimum
4. Category
5. Status
2. Frequency creation
3. Testing

Protocol 6 – LMS Set Up Other Activity Types

1. OJT checklist, sign offs, Generic documents, video

2. Reference sample
3. Best practices
4. Testing

Protocol 7 – LMS Activity Inactivation

1. Activity Inactivation – list steps

2. Reference sample
3. Best practices
4. Testing
Protocol 8 – LMS Initial/Recert Set Up

1. Initial/recert creation – see sample

2. Reference sample
3. Best practices
4. Testing

Protocol 9 – LMS Audience Assignments

1. Samples
2. Naming convention
3. Best practices
4. Inform affected employees
5. Testing

Protocol 10 – LMS Reporting

1. Samples
2. Best Practices
3. Testing

Protocol 11 – LMS Changing Course Frequency

1. Sample spreadsheets
2. Best Practices
3. Testing

Protocol 12 – Project Communication

1. Project closure with SMEs

2. Announce availability of tools to affected trainers and/or employees
3. Update Training Self-Assessment and send to T. Allen
4. Post source files in T drive
5. Safety-specific steps
i. Update Master Course List if needed
ii. Update Roster Code Sheet if needed
iii. Update Course Documents
iv. Update Sharewaves roster if needed
v. Update Prerequisite/Fulfillment Link spreadsheet
vi. Post ILT material in SH&E Trainer’s database
vii. Update Mimeo packages if needed
Protocol 13 – Material Layout and Standards

1. Use of standard corporate presentation

2. Reference standard layout examples for ILT materials. I have some that could be on the T
drive.
i. Minimum should include issue date, revision date and version number in the footer
ii. Use of “Praxair” Business Confidential (?)
iii. Use of logo (?)
3. Minimum layout standards for WBTs
i. Parent code
ii. WBT code
iii. Issue date
iv. Revision date and version number
v. Use of “Praxair” Business Confidential
vi. Use of logo (?)
vii. Navigation instructions (?)
viii. List objectives or allow participant to access them (?)
ix. Should pagination be required (?)
x. Closing screen instructions (?)
xi. Should quiz questions include correct or incorrect response information?
xii. For safety courses,
1. Link to Safety Expert email for questions at beginning of course and on last
screen
2. Operational Disciplines are listed with training objectives

Protocol 14 – Use of Instructional Design Process – reference our development flow chart, sample
Training Plans, etc.