Metrics That Matter® Quick Start Guide

For Cisco Learning Partner Metrics That Matter® Administrators

This Quick Start Guide will walk you through the steps to set up and get started with MTM. We have included best practices

and notes throughout this guide to get you up and running quickly. There are five main tasks you will need to do before you

can start collecting survey data.

These tasks are:

1. Add Cisco Certified Courses

2. Add Locations

3. Add Cisco Certified Instructors (CCSIs)

4. Schedule Classes

5. Distribute Evaluations

6. Distribute Certificate

Getting Started: If you have not already done so, you will want to login to MTM and personalize your login ID and password. To login to MTM

use this URL: www.metricsthatmatter.com/mtm

Note: You should have already received an email with your

token and login ID. If it has been past 5 days, please click

the “Forgot your Password?” link to obtain a new security

token.

In the login box at the top right side of the homepage, type

in your login ID and password, and then click login.

NOTE: You can check the ‘Remember Login’ box for future

uses. You can also click the “Forgot Password?” hyperlink to

reset your password by entering your MTM login name and

email address.

To Reset your Login ID and Password do the following:

1. Click on the My Settings tab,

2. Click on My Profile in the left hand menu

3. Edit the appropriate fields

4. Click the Update Setting button at the bottom of the page

For Further Help Online Tutorials are available for each of these tasks at:

Getting Started Help – Administration Training Videos

Task 1: Add Courses The Standard Cisco Course Titles are stored in a master list and maintained by KnowledgeAdvisors within MTM. As a Cisco

Learning Partner, you will need to add the specific Courses that your organization teaches to your MTM account. These course

names will then be available to choose from each time you schedule a class.

DO NOT CREATE YOUR OWN CISCO COURSE TITLES.

To add a Cisco Course to your account:

1. On the Administration tab, click Schedule Training on Admin Tasks side bar, and in the Courses tool window on the

right, click Add Certified Course.

2. Enter the full, or part of the course name and select

Contains.

3. Select Cisco as the Content Provider and click Search

BEST PRACTICE: Due to the View Results limitation in MTM

(displays the first 200 results), narrow your search

parameters (as needed) by including as much of the Course

Name as possible and click the Contains radio button.

4. Check the Add Box for the course(s) you wish to add to your account and then click the Add To My Courses

button.

If the Cisco course you need is not in the list, email Sanhita Bandyopadhyay (sabandyo@cisco.com). Please allow 24 to 48

hours for the course name to show in the Master Cisco list.

BEST PRACTICE: Verify that the courses have been added to your account by searching your account course list (Administration

> Scheduled Training > Courses – Search).

NOTE: If you hold a class on an older version of the Standard Cisco Course and the Name no longer appears within MTM, select

the Standard Course Name. Then rename the class with the product version in the Class Name field when scheduling that class.

NOTE: If you would like to schedule a Derivative Course, select Cisco Derivative from the Content Provider drop down. See

below:

Task 2: Add Locations

Locations are needed so you can assign the appropriate location for each class you schedule. Once you have created your

account’s training locations, you will be able to choose them from the dropdown list each time you add a class.

BEST PRACTICE: Before you create a new location, do a search to make sure it doesn’t already exist under a different name

(Administration > Scheduled Training > Location – Search).

To add a location to your account:

1. Click Administration > Schedule Training > Locations – Add

2. Select your Cisco Organization name from the dropdown list; unless you are a multi-channel partner, you will only have

one name in the list.

3. Enter the name of the location using the following convention:

For Your “Company” Locations: Examples

Your Company Name – City ACME Training – San Jose

OR

Your Company Name – City, State/Province ACME Training – San Jose, CA

For Your “Customer On Site” Locations: Examples

Your Company Name – On Site ACME Training – On Site

OR

Your Company Name – Customer One Site ACME Training – Customer On Site

4. Enter the location alias. This text will appear at the

end of a hyperlink that provides evaluation access

for classes assigned to that specific location.

BEST PRACTICE: Use the city name or abbreviation

for the alias (i.e. Sydney or sdy).

5. Enter the time zone of the location. The time zone

is used to determine the Open and Close date and

time when accessing evaluations through the

Location Alias.

BEST PRACTICE: When creating an “On Site”

location, choose a centralized time zone for your

region, or consider creating multiple “On Site”

locations with different time zones.

Also, don’t get carried away with too many unique

locations; just enough to indicate the major

locations you train at.

6. Enter the name of the city.

7. Click Add.

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Task 3: Add Instructors

You may need to add Authorized Instructors to your MTM account so they will be available to assign to specific classes.

IMPORTANT: MTM requires that Cisco courseware must be associated to a Cisco Certified Systems Instructor (CCSI) when

scheduling classes. Failing to add a CCSI to your MTM account will prevent you from scheduling Cisco classes.

BEST PRACTICE: Before you add a new Instructor, do a search to make sure he or she doesn’t already exist (Administration >

Scheduled Training > Users/Instructors – Search)

To add a Cisco CCSI (Cisco Certified Systems Instructor) to your account:

1. Click Administration > Schedule Training > Instructors – Add Certified Instructors

2. Select the Cisco Certification Program

3. Enter the Last Name and CCSI ID

4. Click Search

5. Select the checkbox and click the Associate button

Note: If you do not know the CCSI ID, email Sanhita Bandyopadhyay (sabandyo@cisco.com).

Task 4: Schedule Classes Once you have completed the previous three Tasks, you can now schedule classes through the Add Class tool.

To add a Cisco Class to your Schedule:

1. Click Administration > Schedule Training > Classes – Add

2. Fill the class information including the Course/Methodology/Location/Instructor(s).

a. Course: Select the appropriate course.

NOTE: To quickly find your course start typing the name in the course field.

b. Learning Methodology: Select the appropriate Learning Methodology. You may choose any methodology, but

the most common are:

Instructor Led-Private: Choose this for Onsite (customer location) classroom training.

Instructor Led-Public: Choose this for standard public classroom training

Online Facilitated: Choose this for virtual/online public and private courses.

c. Location: Select the appropriate Location.

NOTE: The location is used to segment reports geographically.

d. Instructor: Select the Cisco CCSI’s name from the list of Instructors. You can select more than one instructor (if

needed).

NOTE: Only instructors that have the “[CCSI]” accreditation can be assigned to Cisco courses.

3. Select the Start and End Dates of the class using the dropdown lists or use the pop-up calendars.

4. Edit the Class Name as desired by changing, adding or deleting any part of the Class name. The class name is auto filled

with the Course name and End date.

BEST PRACTICE: Change the class name so it better represents this specific class. We do recommend that you keep the

End date so students will recognize the date with the class name when using your alias to access the evaluation.

You can fill in the Optional Class Information such as # enrolled, cancelled, and completed.

5. Add each Student’s email address in the Students section. The end of class evaluation will automatically be sent to

students the last day of class. Email addresses are used by MTM as the Respondent ID on the surveys.

NOTE: Enter email addresses only. The format “Recipient Name” recipient@emaildomain.com is invalid. Copying and

pasting a column of students from Excel works well.

6. Click the Add button.

NOTE: If the course, location, or Instructor is not in the respective list, you can click on the Add link to the right of the

field name. This will allow you to complete tasks 1, 2, and 3 as you are adding the class.

Task 5: Distribute Evaluations There are several ways to distribute evaluations; the following explains the three most preferred methods.

Automated Email

When the email addresses of students are added to the Students section of the class Add tool, each student receives

an email the last day of class with a link to the student’s survey. You can enter emails after the class was added, but

it must be at least one day before the class ends for the students to receive the email on the last day of class.

CAUTION: Do not share the unique URL emailed to students: This URL actually identifies that specific student and

validates that they have taken he survey so they do not get a reminder email.

BEST PRACTICE: give time the last day of class for students to open their evaluation email and fill out the survey while

in class. You will have a much higher response rate then if they open the email back at their home or office.

NOTE: Company Spam Filters and firewalls may prevent students from receiving the evaluation email.

Company Alias URL

A Company Alias URL was assigned to your MTM account when it was initially set up; this URL will never change. It

was included in the Cisco MTM Welcome Letter sent via email by KnowledgeAdvisors. The URL follows this format:

www.metricsthatmatter.com/YourAssignedCompanyAlias

Provide your Company Alias URL to the students on the

last day of class. This URL can be written on the board

or added to the end of your slide deck.

The Company Alias method requires students to select

the class from a drop down list. If more than one class

appears, students will need to select the proper class

from the drop down.

CAUTION: There is potential for error with this method when there are multiple classes being held around the same

time frame.

Class-Specific Survey URL

You may choose to manually send out the unique class URL to your students. To get the class-specific URL, do the

following:

1. Click Administration > Schedule Training > Classes – Class Links

2. Search for a specific class or multiple classes

3. Check desired classes and click Send Email Links. Class URLs will be sent ONLY to you.

4. Forward the class-specific link to your students.

CAUTION: Changes to the class criteria may change the class-specific URL for that class. So, if you edit the class after

sending out the link, validate that the link has not changed, or send it out again. Also, the class survey will not display

for students if the survey has not opened yet and/or if the survey has closed.

Task 6: Distribute Certificates

Managed Through Metrics that Matter

After a student completes the evaluation, they are asked to provide their Name and Email address. The Learning

Partner is then responsible for verifying the student’s name matches the actual participant that completed the class

and for sending the certificate to the student through Metrics that Matter Manage Student Certificates tool.

Below are the steps to distribute student certificates:

1. Click Administration > Manage Evaluations > Manage Student Certificates

2. Search for a students by course, instructor, date range, and/or Certificate Name (i.e. Cisco)

3. Verify Student Name is correct and select the corresponding checkbox

4. Click Send Certificate

NOTE: A PDF of the certificate will be sent to the student’s email address. The student is responsible for printing the

certificate.

BEST PRACTICE: Before clicking the Send Certificate button, click the Student Name hyperlink as this will generate a PDF of the

certificate. The learning partner can store the certificate for their records or print and mail the certificate to the student if

requested.

Below is an example of the Cisco Certificate of Completion: