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Frequently Asked Questions

A list of questions and answers on a particular topic.

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FAQ | People | Overview

I changed a persons data but it hasn't saved the changes. What do I need to do?

If you change data from a person, you have to save the changes with the button on the right side of the page.

What does validate settings mean?

Click on validate settings if you have any problems with this account. If you still have problems, contact [email protected].

What happens if I click on "Send login link"?

The system will send you an email with a link which will automatically log you in as the user. If you see the dialogue to accept the Terms and Conditions, refresh the page by clicking F5 (don’t click on Accept).

FAQ | People | Membership

What do I need to do if a member dies?

Go to membership and then click on "Mark as deceased".

FAQ | People | Roles & Fuctions

What if I would like to see the past functions of a member?

Go to Roles & Functions, uncheck the box with "Show current functions only" and you will see the past functions. 

FAQ | People | Professional Profiles

Where in a members settings can I activate the speaker status?

Go to Profiles and then choose in the second navigation Speaker Profile. There you can check the box with "Speaker status activated".

FAQ | Study Clubs | Dashboard (Search)

How can I see if a study club is active or inactive?

You can see this information at the colour of the line on the study club tiles. Red means inactive, green means active.

FAQ | Membership | Promotions

Where can I register participants for a promotion?

Click on the promotion, in which you want to add participants. Then click on the second navigation on "Register participants" and upload a list with the desired participants.

FAQ | Leadership

Where can I find the documents of a leadership group?

Click on the leadership group from which you would like to see the documents. Then click on the second tab on "Documents".

FAQ | Events

What does the status "Report open" means?

It means that the event report is not yet made. Click on the event and fill out the event report.

Where can I find past events?

Under the filter "Event Type" you can find a box with "Show past events". Click on that box and you will see all past events in the category which you have chosen above.

Is it possible to see an event invitation status?

There are three possible event invitation status corresponding to your settings in the event communication:

  1. Disabled: Invitation type Send nothing was selected
  2. Date displayed in green: Invitation was sent at this date
  3. Date displayed in red: Invitation date is set in the future

How can I edit draft events?

Compared to the option to edit a published event, draft events cannot be "cancelled" and you cannot send reminders for events that are not published yet either. Instead, you can publish the event and delete the draft event completely.

How can I cancel an event without informing the participants?

Search for the event you want to cancel and click on the event tile.

You can cancel a published event by clicking on Cancel event. No notifications will be send out.

If you want to inform the participants about the cancellation, please check the Send notifications box before.

How can I edit published events?

Search for the event you want to edit and click on the event tile:

  • change the general information
  • change the description
  • change the communication
  • change participants

and click on Save.

Click on Send update notifications if you want to inform the participants about the changes.  

Where can I see an overview of the status of all events?

There are three different workflow status of events:

  1. Published: List of all upcoming events
  2. Draft: List of created events that have not been published yet
  3. Cancelled: List of events that were published but have been cancelled

If you want to see past events in a category, click on Show past events.

How can I create an event?

Click on + Create event. Enter the event name and select the event type. Click on Create event.

To publish your event take the steps listed:

  1. Set a date
  2. Enter your venue
  3. Select scopes
  4. Update communication settings

FAQ | Section/Region | Events

What does the status "Report open" means?

It means that the event report is not yet made. Click on the event and fill out the event report.

Where can I find past events?

Under the filter "Event Type" you can find a box with "Show past events". Click on that box and you will see all past events in the category which you have chosen above.

Is it possible to see an event invitation status?

There are three possible event invitation status corresponding to your settings in the event communication:

  1. Disabled: Invitation type Send nothing was selected
  2. Date displayed in green: Invitation was sent at this date
  3. Date displayed in red: Invitation date is set in the future

How can I cancel an event without informing the participants?

Search for the event you want to cancel and click on the event tile.

You can cancel a published event by clicking on Cancel event. No notifications will be send out.

If you want to inform the participants about the cancellation, please check the Send notifications box before.

How can I edit published events?

Search for the event you want to edit and click on the event tile:

  • change the general information
  • change the description
  • change the communication
  • change participants

and click on Save.

Click on Send update notifications if you want to inform the participants about the changes.  

Where can I see an overview of the status of all events?

There are three different workflow status of events:

  1. Published: List of all upcoming events
  2. Draft: List of created events that have not been published yet
  3. Cancelled: List of events that were published but have been cancelled

If you want to see past events in a category, click on Show past events.

How can I create an event?

Click on + Create event. Enter the event name and select the event type. Click on Create event.

To publish your event take the steps listed:

  1. Set a date
  2. Enter your venue
  3. Select scopes
  4. Update communication settings

FAQ | Section/Region | Members

Where can I find the certificates of a member?

  1. Search the member and click on the member tile.
  2. Go to Certificates.
  3. Download the membership certificate or the Study Club certificate.

How can I add a Speaker?

Find the person your are looking for and click on the tile to go to the details of the person.

You can activate/deactivate the Speaker status on the Speaker Profile page.

FAQ | Study Club | Events

How can I create an event?

Click on + Create event. Enter the event name and select the event type. Click on Create event.

To publish your event take the steps listed:

  1. Set a date
  2. Enter your venue
  3. Select scopes
  4. Update communication settings

Where can I see an overview of the status of all events?

There are three different workflow status of events:

  1. Published: List of all upcoming events
  2. Draft: List of created events that have not been published yet
  3. Cancelled: List of events that were published but have been cancelled

If you want to see past events in a category, click on Show past events.

How can I edit published events?

Search for the event you want to edit and click on the event tile:

  • change the general information
  • change the description
  • change the communication
  • change participants

and click on Save.

Click on Send update notifications if you want to inform the participants about the changes.  

How can I cancel an event without informing the participants?

Search for the event you want to cancel and click on the event tile.

You can cancel a published event by clicking on Cancel event. No notifications will be send out.

If you want to inform the participants about the cancellation, please check the Send notifications box before.

Is it possible to see an event invitation status?

There are three possible event invitation status corresponding to your settings in the event communication:

  1. Disabled: Invitation type Send nothing was selected
  2. Date displayed in green: Invitation was sent at this date
  3. Date displayed in red: Invitation date is set in the future

Where can I edit the Study Club name, description and default venue?

Go to the Settings page of the Study Club. There you can change the <<name>>, <<description>> and <<default venue>>. The default venue is the default location for the Study Club events. Do not forget to Save your changes.

Where can I find past events?

Under the filter "Event Type" you can find a box with "Show past events". Click on that box and you will see all past events in the category which you have chosen above.

What does the status "Report open" means?

It means that the event report is not yet made. Click on the event and fill out the event report.

How do I submit a Study Club event report?

Go to Event Reports, then click on the box with "Show events with open reports". You will find all open reports. Click on the report you want to edit. Fill out the report and click on the button "Submit report".

FAQ | Study Club | Members

How do I add an ITI Member to my Study Club?

Go to "Add Members" and click on the button to add a person.

FAQ | Study Club | Settings

Where can I edit the Study Club name, description and default venue?

Go to the Settings page of the Study Club. There you can change the <<name>>, <<description>> and <<default venue>>. The default venue is the default location for the Study Club events. Do not forget to Save your changes.

FAQ | Campus | Classrooms

How do I become a Campus- or Classroom Administrator?

Campus Administrator: This role can only be assigned by ITI Headquarters. Campus Admins have full administrative access to the Campus and all its Classrooms. Main tasks: Adding/managing Classrooms, assigning Classroom Admins, provide support to Classroom Admins and Faculty. 
Classroom Administrator: This role is assigned by the Campus Admin or an already existing Classroom Admin in the relevant classroom. 

Where can I get technical support for my Campus/Classroom?

Please check these FAQs  first. If you cannot find the relevant information, send an email to [email protected]. Please include all relevant information in your support request, like: Detailed description of the problem (when and in which context did it occur?), information about the internet browser type and version you are using, screenshots or error reports, the file(s) you tried to upload, etc.
Most issues occur with systems not compliant with our system requirements. We recommend to use the latest versions of Chrome, Firefox or Safari.

FAQ | Campus | Configurations

How do I become a Campus- or Classroom Administrator?

Campus Administrator: This role can only be assigned by ITI Headquarters. Campus Admins have full administrative access to the Campus and all its Classrooms. Main tasks: Adding/managing Classrooms, assigning Classroom Admins, provide support to Classroom Admins and Faculty. 
Classroom Administrator: This role is assigned by the Campus Admin or an already existing Classroom Admin in the relevant classroom. 

Where can I get technical support for my Campus/Classroom?

Please check these FAQs  first. If you cannot find the relevant information, send an email to [email protected]. Please include all relevant information in your support request, like: Detailed description of the problem (when and in which context did it occur?), information about the internet browser type and version you are using, screenshots or error reports, the file(s) you tried to upload, etc.
Most issues occur with systems not compliant with our system requirements. We recommend to use the latest versions of Chrome, Firefox or Safari.

FAQ | Classroom | Course

What kind of resources can I add to the Classroom?

There are three types of resources that you can add:

  • Academy resources: E-Learning material from the ITI Academy
  • Custom resources: Your own files that you want to share with the Classroom participants
  • Weblink resources: Links to external sources, websites, file servers, etc. Recommended to be used e.g. for large video files.

Case Cloud Cases cannot be assigned through the Classroom administration. They have to be shared with the Classroom by the author of the Case through the Case Cloud. Only members of a Classroom can share their Cases with it.

Can I copy/past text to my corse block descriptions?

When pasting text from another application such as MS Word or from PDF files to the block description, you need to ensure that the text is stripped from all formatting information as this may cause the text to be displayed incorrectly in the block. Formatting information can be removed by pasting the text into a plain text editor such as Windows Notepad or TextEdit on Mac. Select the whole text and chose ‘remove/clear all formatting’ before copying it into the block description. You can also use a free online tool for the same purpose (e.g. http://www.striphtml.com/). 

How do I manage my course blocks?

Click on 'Course' in the navigation. After adding a block using the  'Add block' button, enter the title (mandatory) and a description for it, e.g. its date, time and duration. Save your entries by clicking the 'Save' button in the top right corner of the page. In the 'blocks' list underneath the save button, you can change the sort order of your blocks using drag & drop or jump directly to a specific block in the administration to edit it. 
You can change the title, description or sort order of your course blocks anytime. If you want to delete a block, click the '-' icon on the right side of the title. Don't forget to save your changes by by clicking the 'Save' button in the top right corner of the page.

How do I set up my course structure?

Click on 'Course' in the navigation. 'Blocks' will represent the events, modules, days, etc. that your course curriculum consists of. You can add as many blocks as you want by clicking the 'Add block' button. You can then assign Academy or Custom resources to your blocks, and give each of them a name and description. 

Where can I get technical support for my Campus/Classroom?

Please check these FAQs  first. If you cannot find the relevant information, send an email to [email protected]. Please include all relevant information in your support request, like: Detailed description of the problem (when and in which context did it occur?), information about the internet browser type and version you are using, screenshots or error reports, the file(s) you tried to upload, etc.
Most issues occur with systems not compliant with our system requirements. We recommend to use the latest versions of Chrome, Firefox or Safari.

FAQ | Classroom | Resources

What kind of resources can I add to the Classroom?

There are three types of resources that you can add:

  • Academy resources: E-Learning material from the ITI Academy
  • Custom resources: Your own files that you want to share with the Classroom participants
  • Weblink resources: Links to external sources, websites, file servers, etc. Recommended to be used e.g. for large video files.

Case Cloud Cases cannot be assigned through the Classroom administration. They have to be shared with the Classroom by the author of the Case through the Case Cloud. Only members of a Classroom can share their Cases with it.

Where can I get technical support for my Campus/Classroom?

Please check these FAQs  first. If you cannot find the relevant information, send an email to [email protected]. Please include all relevant information in your support request, like: Detailed description of the problem (when and in which context did it occur?), information about the internet browser type and version you are using, screenshots or error reports, the file(s) you tried to upload, etc.
Most issues occur with systems not compliant with our system requirements. We recommend to use the latest versions of Chrome, Firefox or Safari.

FAQ | Classroom | People

How can I manage classroom participants and assign Administrator/Faculty roles?

Click on 'Participants' in the navigation to display the list of current participants in your classroom. You can switch between the lists of 'Active' and 'Deactivated' participants on top of the page. You can assign/un-assign specific roles to/from individual users by checking/unchecking the following options: 
Faculty: User will be listed under 'Faculty & Admin.' and has permission to manage the Classroom using the functions described in these FAQs.
Administration: User will be listed under 'Faculty & Admin.'  and has permissionto manage the Classroom using the functions described in these FAQs. 
Deactivated: User is removed from the Classroom but is still displayed under “Deactivated” 
No option chosen: User is an active Participant/Student and is listed in the corresponding section.  
The color code indicates the status of your users at a glance: 
Green indicates that the user has validated the account by clicking the corresponding link in the confirmation email or that the user already had a valid account prior to being assigned to the classroom. He is therefore able to log into the Classroom. 
Red indicates that the user account has been created by the system but the user has not yet clicked on the confirmation link in the email he or she received. The user cannot log into the Classroom. 

How can I add additional people to my Classroom?

When importing additional people to the classroom, you can add them to the existing Excel list and upload it again. The system will not import the same users twice. If you change a user’s email address in the list and upload it again, the system will create an additional account for this user - or, if the new email address is already known to the system, it will add the user to the classroom again with the existing account. Please make sure to deactivate the redundant account. If Participants have overlooked or accidentally deleted the email verification message, you can resend the message to all unverified users by clicking on the "Resend Verification Emails" button. 

What email notification do newly added participants receive?

The emqail notification looks as follows:

Dear [name of participants]

Welcome to the [name of Campus or ITI Section].

The Classroom administrator of the [name of Classroom] Classroom has added your email address to the list of participants.

Follow the steps below to access your Classroom in the ITI Academy:

1. Click on this link [link to confirmation/password setup] to confirm your email address and set your password (you can skip this step if you already have a valid ITI login)

2. Bookmark the Classroom [link to Classroom]

Alternatively, you can find your Classroom by choosing "My Academy" in your personal navigation (profile icon in the top right corner) on www.iti.org.

You now have full access to all resources and features of the [name of Classroom] Classroom.

If you have any questions about your access, please contact the Classroom Administrator [opens Email to Classroom Administrator].

How can I add people to my Classroom?

To add people to your Classroom, click on 'Participants' in the navigation and then on the “Import People” button. If you are importing people into this Classroom for the first time, download the Excel-template by clicking the “Download template” button. Open the template, read the instructions and enter all information accordingly. You can import additional people later. All fields are mandatory. If a row contains an empty field, the user will not be imported. The information in the column "Country*" must exactly match one of the countries indicated in the template. Email addresses must be valid.
When adding users who are ITI Members, make sure to use the email address associated with their ITI Membership to avoid duplicate accounts. The same goes for users who already have a free ITI Affiliate account. 
It is not possible to delete users. If you have erroneously added a user, please click the “-Deactivate” button for this user. 
Imported Participants have to confirm their email address before getting access to the system. If a Participant is already registered with the ITI, their registered email address must be used to avoid the creation of duplicate accounts. Save the Excel-file on your computer. In your "Add Participants" dialogue, click the “Select list of participants...” button, choose the Excel-file you have saved to your computer before and click the “OK” button. If you want to prevent the system from sending out email notifications informing people that they have been added to the classroom, then untick the corresponding check box. Important: Do not deactivate the notification unless all participants to be added are already active in other Classrooms of this Campus.

What user roles exist in a Classroom and what are their permissions?

There are three user roles in a Classroom that are characterized by different objectives and permissions: Classroom Administrator, Classroom Faculty and Classroom Participant.

  • Classroom Administrators have full access to all administrative features of their Classroom and provide general technical support. They are assigned to the Classroom by the Campus Administrator or an already existing Classroom Admin in the relevant classroom. They have full access to all ITI Academy e-learning content. Their main tasks are: Managing the Classroom Participants and their roles, managing the course structure and resources, managing the forum, tracking Classroom usage statistics and assessment performance. The Classroom Administrator role is optional if Faculty can cover its tasks.
  • Faculty is mainly an educational role. They have full access to all ITI Academy e-learning content to prepare the course and to all administrative features of their Classroom. Faculty is assigned to the Classroom by the Classroom Administrator and defines the course structure and the learning material to be used. They can also manage the forum and track Classroom access, usage statistics and assessment performance.
  • Classroom Participants have no administrative privileges in the Classrooms. They are assigned to the Classroom by the Classroom Administrator, have view access to all Classroom resources, can download custom resources, can start threads and post in the Classroom forum. They can also share their Case Cloud Cases with the Classroom.

How do I become a Campus- or Classroom Administrator?

Campus Administrator: This role can only be assigned by ITI Headquarters. Campus Admins have full administrative access to the Campus and all its Classrooms. Main tasks: Adding/managing Classrooms, assigning Classroom Admins, provide support to Classroom Admins and Faculty. 
Classroom Administrator: This role is assigned by the Campus Admin or an already existing Classroom Admin in the relevant classroom. 

Where can I get technical support for my Campus/Classroom?

Please check these FAQs  first. If you cannot find the relevant information, send an email to [email protected]. Please include all relevant information in your support request, like: Detailed description of the problem (when and in which context did it occur?), information about the internet browser type and version you are using, screenshots or error reports, the file(s) you tried to upload, etc.
Most issues occur with systems not compliant with our system requirements. We recommend to use the latest versions of Chrome, Firefox or Safari.

FAQ | Classroom | Configuration

Where can I get technical support for my Campus/Classroom?

Please check these FAQs  first. If you cannot find the relevant information, send an email to [email protected]. Please include all relevant information in your support request, like: Detailed description of the problem (when and in which context did it occur?), information about the internet browser type and version you are using, screenshots or error reports, the file(s) you tried to upload, etc.
Most issues occur with systems not compliant with our system requirements. We recommend to use the latest versions of Chrome, Firefox or Safari.

FAQ | Partner | Promotions

Where can I register participants for a promotion?

Click on the promotion, in which you want to add participants. Then click on the second navigation on "Register participants" and upload a list with the desired participants.