Browse By Role

Guides & Documents

Browse by Role: 
This list contains various guides and documents in different formats to help get you started with online training. Click on a specific document to view its details.
TypeNameLengthType
Administrator: Administrator Process Map
This document covers high-level Administration responsibilities, as well as the recommended day-to-day tasks to follow for effective Tooling U training.
n/a Recommended
Administrator: Advanced Features
This video covers all the advanced features of the Administration Center. Topics Covered In Video: Setting Up Groups, Setting the Class Order, Setting Goals, and Organizing Custom Class Programs.
18 Minutes Recommended
Administrator: Assessment Testing
This video covers how to administer assessment tests, register students for tests, and view all assessment reports. Topics Covered In Video: Overview of Administration Center, Tester Registration, Individual and Group Reports, and Setting Up Assessment Groups
7 Minutes Optional
Administrator: Competencies
This video covers the competencies feature for tracking online and offline training. Topics Covered In Video: Creating a Competency, Assigning Competencies to Students, Student Views of Competencies, Approval Process, and Reporting Features.
7 Minutes Optional
Administrator: Custom Report Writer
This video covers the features of the custom report writer. Topics Covered: Selecting a base template, selecting report fields, applying filters, sorting and saving the report.
4 Minutes Optional
Administrator: Essentials
This video covers core Administration Center features. Topics Covered In Video: Overview of Tabs and Navigation, Adding and Removing Classes, Generating Reports, Adding Additional Administrators, Setting Up Groups, Setting Permissions, and Sending/Receiving Messages.
35 Minutes Required
Administrator: Getting Started
This video covers all the essentials steps used to register students on Tooling U. Topics Covered In Video: Subscriptions, Student Permissions, Assigning Groups, Assigning Classes, and Registration.
12 Minutes Required
Administrator: Getting Started Checklist
This document is a step-by-step checklist for first time rolling out Tooling U.
n/a Recommended
Administrator: Installation Guide
This document outlines the roles, tasks, and timeline for Tooling U training initiatives.
n/a Recommended
Administrator: Portal Administration
This video addresses how to administer the reference portal feature. Topics Covered In Video: Overview of Portal Features, Portal Registration, and Portal Reports.
4 Minutes Optional
Administrator: Student Process Map
This document covers high-level Student responsibilities, as well as the day-to-day activities expected for effective Tooling U training.
n/a Recommended
Content Editor: Essentials
This video covers how to add additional content to Tooling U classes. Topics Covered In Video: Feature Overview, Uploading or Hosting Content, Content Documents, File Formats and Sizes, Uploading Content, Using the Editor, Version Control, and Student Views of Edited Content.
7 Minutes Optional
Content Editor: Essentials
This video covers how to add additional content to Tooling U classes. Topics Covered In Video: Feature Overview, Uploading or Hosting Content, Content Documents, File Formats and Sizes, Uploading Content, Using the Editor, Version Control, and Student Views of Edited Content.
7 Minutes Required
Content Editor: Tooling U Content Formatting Guide
This document is designed to help you gather the source content that you will use to supplement online classes via the Tooling U class editing feature.
n/a Optional
Custom Certificates and Credential Templates
Tooling U customers can now create their own custom Certificates of Completion for Tooling U classes and company-specific Credentials. The template file is an Adobe Photoshop file.

To create your own customized documents, you must have Adobe Photoshop in order to modify the file. It is critical that the lines indicating the name, class name, and date are not moved. Any other information can be added to or removed from the file.
n/a Optional
Portal Users: Essentials
This video addresses how to use the reference portal. Topics Covered In Video: Registration, Searching the Portal, and Structure of Portal Use.
4 Minutes Required
Preregistered Student: Essentials
This video covers all the core student features used when taking classes, including tests and key Student Center features. Topics Covered In Video: First-Time Registration, Overview of Tabs and Navigation, Class Registration, Launching a Class, Class Features, Taking a Test and Checking Results, Lesson Features, Audio and Video Features, Note-Taking Features, Resources, Certificates, and Transcripts.
11 Minutes Optional
Preregistered Student: Essentials
This video covers all the core student features used when taking classes, including tests and key Student Center features. Topics Covered In Video: First-Time Registration, Overview of Tabs and Navigation, Class Registration, Launching a Class, Class Features, Taking a Test and Checking Results, Lesson Features, Audio and Video Features, Note-Taking Features, Resources, Certificates, and Transcripts.
11 Minutes Required
Student: Essentials
This video covers all the core student features used when taking classes, including tests and key Student Center features. Topics Covered In Video: First-Time Registration, Overview of Tabs and Navigation, Class Registration, Launching a Class, Class Features, Taking a Test and Checking Results, Lesson Features, Audio and Video Features, Note-Taking Features, Resources, Certificates, and Transcripts.
13 Minutes Optional
Student: Essentials
This video covers all the core student features used when taking classes, including tests and key Student Center features. Topics Covered In Video: First-Time Registration, Overview of Tabs and Navigation, Class Registration, Launching a Class, Class Features, Taking a Test and Checking Results, Lesson Features, Audio and Video Features, Note-Taking Features, Resources, Certificates, and Transcripts.
13 Minutes Required
Tooling U Technical Requirements
This document contains all of the minimum system requirements for properly viewing Tooling U classes and all important URLs.
n/a Required