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Career Management System Tutorial for Administrators

Tutorial

Welcome to EBSCO’s Career Management System (CMS) tutorial. In this tutorial, you will learn about the wide variety of administrative reports and management tools available for tracking program usage,

running student data reports, uploading information to the system, and customizing the site.

The CMS hierarchy consists of District and Site Mgrs., and Adult Users. District Mgrs. can run reports for all sites, evaluate usage, transfer students among sites and coordinate trainings. Site Mgrs. can run

reports, create adult user accounts/building groups, and import student and course lists. Adult Users can create student accounts, set up groups, review/edit student reports an administer assessments.

Being by logging in to CMS (http://cms.coin3.com) to view the homepage, which includes a description of the various management options, each represented by a color-coded tab along the top

of the screen.

ACCOUNT MANAGEMENT – MANAGING STUDENTS: Site Managers can set up building students lists by sending an Excel spreadsheet to EBSCO for uploading on each site. If you would like

assistance, contact EBSCO’s Technical Support at (800) 758-5995.

Users can search for individual students by clicking on the Students link, entering the name of the student they wish to search for in the fields provided and then clicking Search. To enter students into the

system individually or with generic numbered accounts, click the Add Students button.

To enter a student into the system manually, fill out the required fields and then click Add Student. If you would like to create a block of generic student accounts you can assign to students, enter the number of student accounts you would like to create in the How many

accounts field and click Create Accounts. Students can customize their IDs and passwords upon logging in.

To view Educators that have been entered into the system, click on the Educators link. All existing Educator accounts will appear with the option to Edit or Delete the accounts from drop-down

menus to the right. To edit an educator account, select Edit from the drop-down menu and click Submit. To add a new educator, click the Add New Educator button.

Select the Title from the available drop-down menu, enter the First and Last names of the educator and if desired, an expiration date for the account. If no expiration date is desired, leave

the field with the default entry. You can also choose to hide this educator from students. Click Add Educator when done. A user ID and password will be generated for the educator which can

then be customized by editing the educator account.

ACCOUNT MANAGEMENT – MANAGING GROUPS: Site Managers establish building groups and user access to each group. Click on the Manage Groups link, and then on the Add Groups button, to enter

names of new groups or classes, and then click Submit.

Add Educators to groups by opening the Action drop-down list next to the appropriate Group, selecting Add Educators and clicking Submit. Check the box in front of any educator’s name in the resulting list

to complete the transaction.

REPORTING: District Administrators access all system sites for usage reports and district student transfers. Site Administrators access all user and student accounts for total and specific reports. Users access all individual student and group accounts, to which they have been granted access by the site

administrator.

Report Types: Quick Snapshot provides statistical usage in the building. Occupation Reports show a site’s total viewed/saved occupations. Career Cluster Reports show results by cluster, for all Career Guidance assessments taken. Career Cluster Report – Skills Report shows results by cluster for all

skills assessments taken. College and Cool Jobs show saved/viewed totals. Student Overview provides a real-time view of student portfolios/assessments.

COMMUNICATIONS CENTER features include the ability to read, send, write and save messages within the Career Guidance system. Use the Center as your counseling communication tool. Note:

Students may only email adult users in the Communication Center.

CUSTOMIZATION AND SUPPORT allows for control of certain Community elements at each site, contains teacher/counselor curriculum, and all support documents and usage manuals. This concludes

EBSCO’s Career Management System Tutorial.