N A T I O N A L

A U T O M O B I L E

D E A L E R S

A S S O C I A T I O N

TRAINING ADMINISTRATOR GUIDE

March 2016

TABLE OF CONTENTS
Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Personalized Learning Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . 23

The Roles of the Training Administrator . . . . . . . . . . . . . 3

My Upcoming Training (Portlet). . . . . . . . . . . . . . . . . . 24

Manage the Company Roster. . . . . . . . . . . . . . . . . . . . . 3

Recent Announcements (Portlet). . . . . . . . . . . . . . . . . 24

Purchase Content in NADA University Online . . . . . . . . . 3

My Completed Training (Portlet). . . . . . . . . . . . . . . . . . 25

Run Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Search and Browse by Categories (Portlet) . . . . . . . . . . 25

Manage the Company Roster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Training Catalogs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Access the Company Roster. . . . . . . . . . . . . . . . . . . . . . 4

Training Catalog. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Add New Employee. . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Personalized Training Catalog. . . . . . . . . . . . . . . . . . . . 26

Edit Existing Employees . . . . . . . . . . . . . . . . . . . . . . . . 6

Browse by Category. . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Remove Employee Accounts . . . . . . . . . . . . . . . . . . . . . 6

Search. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Create Login Account Credentials. . . . . . . . . . . . . . . . . . . . . . . . . . 7

Tracking, Testing and Reporting. . . . . . . . . . . . . . . . . . . . . . . . . . 29

Create Login Credentials for NADA Members. . . . . . . . . . 7

Tracking. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Create Login Credentials for Non-Members. . . . . . . . . . 10

Testing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Training Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Certificate of Completion. . . . . . . . . . . . . . . . . . . . . . . 30

Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Employee Transcript. . . . . . . . . . . . . . . . . . . . . . . . . . 31

What Training Levels Are Available?. . . . . . . . . . . . . . . 15

Reporting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Change an Employees Training Level. . . . . . . . . . . . . . 15

Available Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Courses Aligned to Training Levels. . . . . . . . . . . . . . . . 15

My Reports (How Employees Run Reports). . . . . . . . . . 33

Learning Content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Complimentary Member Benefits. . . . . . . . . . . . . . . . . 16
Webinars (WEB). . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Run Reports in the Reports Console. . . . . . . . . . . . . . . 33

View Your Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Print and Export Options. . . . . . . . . . . . . . . . . . . . . . . 37

Driven Management Guides (DMG). . . . . . . . . . . . . . . . 16

Required Training Console. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Premium Content. . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Types of Required Training . . . . . . . . . . . . . . . . . . . . . 38

Convention Workshops (WKS) . . . . . . . . . . . . . . . . . . . 17

Assign Required Training. . . . . . . . . . . . . . . . . . . . . . . 38

Interactive Online Courses (IOC) . . . . . . . . . . . . . . . . . 17

Custom Training Profiles (Assigning Training With

Deadlines). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

HR Essentials. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Access and Enrollment to Learning Content . . . . . . . . . 17
NADA Members Employees. . . . . . . . . . . . . . . . . . . . . 18
Locate NADA Member Benefits . . . . . . . . . . . . . . . . . . 18
Launch Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Premium Content (Purchases). . . . . . . . . . . . . . . . . . . 19
Purchase Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Email Reminders . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Cancel Required Training. . . . . . . . . . . . . . . . . . . . . . . 43
Required Training Reports. . . . . . . . . . . . . . . . . . . . . . 43
Technology Considerations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Web Browser and Adobe Flash. . . . . . . . . . . . . . . . . . . 44
Mobile Devices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Pop-Up Blocker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Adobe Reader. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Internet Connection . . . . . . . . . . . . . . . . . . . . . . . . . . 45
This guide is updated regularly. Please check back often for updates.

TRAINING ADMINISTRATOR GUIDE

TABLE OF CONTENTS | 2

INTRODUCTION
The Training Administrator Guide assists dealerships in delivering NADA University Online learning content to their
employees. This guide provides information on:
How to become a Training Administrator
How to manage your employee roster

How to navigate and use the Personalized Learning

Dashboard

How to establish and maintain training levels

How to generate reports

How to enroll staff in courses

How to manage system functionality to meet

training needs

To become a Training Administrator, contact the NADA University Online Customer Service team:
Phone: 800.557.6232
Email: [email protected]
Hours of Operation: Monday - Friday, 8:30am-4:45pm ET
Upon receiving the request, NADAs Customer Service team will verify the users status and, upon approval, will provide the
user with the permissions previously described.

THE ROLES OF THE TRAINING ADMINISTRATOR

Training Administrators are NADA University Online users who have the necessary system permissions to access and
perform the following functions.

MANAGE THE COMPANY ROSTER

With this permission, the Training Administrator has the ability to add new Training Administrators, edit user profiles,
change user training levels and remove users who are no longer at the dealership.

PURCHASE CONTENT IN NADA UNIVERSITY ONLINE

For every piece of learning content that has not yet been purchased users will see an Add to Cart button. Only designated
Training Administrators and dealers are authorized to purchase.

RUN REPORTS
The Training Administrator has access to the Reports Console inside of NADA University Online. The report functionality
provides detailed information on content accessed, started, completed and training progress.
Historically, Training Administrators have been HR personnel, compliance officers or other administrative staff. NADA
provides members and subscribers the flexibility to assign a Training Administrator to suit dealership business needs.

TRAINING ADMINISTRATOR GUIDE

INTRODUCTION | 3

MANAGE THE COMPANY ROSTER

The Company Roster contains functionally for adding, editing and removing employee profile information from NADA
University Online. The roster contains a list of existing dealership employees within NADAs membership system, along with
relevant profile information, including the employees training level designation.
Training Administrators manage their dealerships company roster through www.nada.org.

ACCESSING THE COMPANY ROSTER

Access to the company roster is based on dealership rooftops. To access your dealerships company roster,
follow these steps:

Step

LOG IN TO NADA.ORG WEBSITE

Go to nada.org, and click the Login tab. Enter your
Universal NADA Username and Password in the respective
text fields and then click the Login button.
(You can retrieve/reset
your password using the
links provided or using
our online system.)

Step

CLICK EDIT PROFILE

After you log in to www.nada.org, edit your profile by
clicking the My NADA tab and then clicking the
Edit Profile button.

NOTE: For NADA members

with more than one location,
there will be separate logins
for each rooftop.

Step

SELECT THE MANAGE ROSTER BUTTON

Click the Manage Roster button to display a list
of employees.

TRAINING ADMINISTRATOR GUIDE

MANAGE THE COMPANY ROSTER (EMPLOYEE ACCOUNT MANAGEMENT) | 4

MANAGE THE COMPANY ROSTER

ADD NEW EMPLOYEE
From the Manage Roster tab, click the Add
Employee button. (You may need to scroll to
the bottom of the page to find this button.)

Complete the information on the form,

including the training level. This training
level controls what learning content
employees will have access to when they log
in to NADA University Online. Click the Save
button. After you add an employee to the
company roster, create the login account and
credentials for that employee.

TRAINING ADMINISTRATOR GUIDE

MANAGE THE COMPANY ROSTER (EMPLOYEE ACCOUNT MANAGEMENT) | 5

MANAGE THE COMPANY ROSTER

EDIT EXISTING EMPLOYEES
To edit contact information or training levels,
from the Manage Roster page, click the Edit
button next to the employee name. Only the
information seen below is editable, including
the ability to edit your employees training
level. Changing the training level will affect
the enrollment process for the employee
upon login. Click Update Employee.

REMOVE EMPLOYEE ACCOUNTS

Training Administrators can remove
employees no longer working for the
dealership. Removing an employee ensures
that the person no longer has access to
member benefits or other NADA University
Online learning content.
To remove an employee, from the Manage
Company Roster Screen:

1 Click the Remove button next to

the employees name.

2 Confirm the removal by clicking the

OK button.

TRAINING ADMINISTRATOR GUIDE

MANAGE THE COMPANY ROSTER (EMPLOYEE ACCOUNT MANAGEMENT) | 6

CREATE LOGIN ACCOUNT CREDENTIALS

After adding all new employees to the company roster, Training Administrators can create an online account to allow
employees to log in to the system. New employees are also added to the company roster upon creating account credentials
using the steps outlined in this section.
There are different processes for creating account credentials. One is for dealerships that are NADA members, and the
other is for dealerships that are non-members.

CREATE LOGIN CREDENTIALS FOR NADA MEMBERS

This section covers how to create employee account credentials for NADA members. If you are not an NADA member, see
creating login credentials for non-members.

Step

VISIT THE NADA UNIVERSITY ONLINE

WEBSITE
Visit nada.org/onlinelearning and select the link
under the sign-in button to create a new account.

Step

ENTER MEMBER ID
Enter your NADA/ATD Membership ID and
select the Search Account button.

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CREATE LOGIN ACCOUNT CREDENTIALS | 7

CREATE LOGIN ACCOUNT CREDENTIALS

Step

CONFIRM COMPANY
Confirm your company information and select
the Next button. If the incorrect company is
displayed you may retry your search or call
800.557.6232 for assistance.

Step

REVIEW EMPLOYEE RECORDS

Review current NADA employee records that
display and then choose option 1 or 2:

1 If your name appears, select it and

then select the Next button and
proceed to Step 6.

2 If your name is not listed, select the

Create New User button.

NOTE: Creating new users here will also add the

employees to the company roster.

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CREATE LOGIN ACCOUNT CREDENTIALS | 8

CREATE LOGIN ACCOUNT CREDENTIALS

Step

ENTER/UPDATE EMPLOYEE
INFORMATION
Complete the required contact information
fields for new individual accounts and select
the Next button.

Step

ENTER NADA UNIVERSAL LOGIN

CREDENTIALS
Enter desired NADA universal username and
password and select the Save & Next button
to complete the process.

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CREATE LOGIN ACCOUNT CREDENTIALS | 9

CREATE LOGIN ACCOUNT CREDENTIALS

CREATE LOGIN CREDENTIALS FOR NON-MEMBERS
This section covers how to create employee account credentials for dealerships that are not NADA members. If you are an
NADA member, see creating login credentials for NADA members.

Step

VISIT THE NADA UNIVERSITY

ONLINE WEBSITE
Visit nada.org/onlinelearning and select the link
under the sign-in button to create a new account.

Step

CREATE A NON-MEMBER ACCOUNT

Click Create a Non-Member Account button.

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CREATE LOGIN ACCOUNT CREDENTIALS

Step

SEARCH NEW NON-MEMBER COMPANY

Enter the company name or partial company
name, choose the state/province and then
click the Next button.

Step

SELECT OR CREATE NON-MEMBER

COMPANY
Review the company record(s) that display,
and then choose option 1 or 2:

1 If your company name appears,

select it and then select the This
is my company, Next button and
proceed to Step 5.
2 If your company name is not listed,
retry your search or select the Create
New Non-Member Company button.

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CREATE LOGIN ACCOUNT CREDENTIALS | 11

CREATE LOGIN ACCOUNT CREDENTIALS

Step

ENTER/UPDATE COMPANY INFORMATION

Complete the required Company Information
fields and select the Next button.

Step

REVIEW RECORDS/CREATE NEW

NON-MEMBER ACCOUNT
Review current records that display, and then
choose option 1 or 2:

If name appears, select it and then

select the Next button.

If name is not listed, select the Create

New Non-Member Individual button.

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CREATE LOGIN ACCOUNT CREDENTIALS | 12

CREATE LOGIN ACCOUNT CREDENTIALS

Step

ENTER/UPDATE COMPANY INFORMATION

Complete the required contact information
fields for new individual account and select
the Next button.

Step

ENTER NADA UNIVERSAL LOGIN

CREDENTIALS
Enter desired NADA universal username and
password and select the Save & Next button
to complete the process.

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CREATE LOGIN ACCOUNT CREDENTIALS | 13

TRAINING LEVELS
NADA University Online offers 12 training levels. The training levels correspond to specific job titles and learning topics.

INTRODUCTION
Training Administrators can change the training level for any given employee, at any time, by managing the company
roster. Learning content within NADA University Online will change for the end user if the training level is updated on the
company roster.
For example, a service advisor who logs into the system would typically have the training level set to Employee Fixed
Operations. Upon login, the user would automatically have access to the learning content based on this designation.
When content is purchased by the dealer or Training Administrator, active employees listed on the company roster are
automatically enrolled in the content associated with their learning path. The user would automatically see the courses
listed in the My Upcoming Training portal after logging into the system for the first time, as depicted in the image below.

TRAINING ADMINISTRATOR GUIDE

TRAINING LEVELS | 14

TRAINING LEVELS
WHAT TRAINING LEVELS ARE AVAILABLE?
NADA University Online offers the following training levels:
TRAINING LEVEL (Learning Path)

TYPICAL JOB POSITIONS

Dealer*

Owner of dealership

Dealer Administrator*

Owners designee of dealership

General Manager Executive*

General Manager
Dealer/Owner/Executive

Professional Advisor

Dealer legal staff or attorney

CPA/Financial Advisor
ATAE/Association Staff

Department Manager All Departments

Department Manager
Variable Ops

GSM
Sales Manager
F&I Director

Department Manager Fixed Ops

Body Shop Manager

Parts Manager
Service Manager

Finance & Insurance (F&I) BDC Internet Managers

Employee All Departments

Marketing Manager
OEM Employee
Office Other

Employee Variable Ops

Sales Consultant New and Used

Employee Fixed Ops

Parts
Service Advisors
Technician
Service/Body Shop

Warranty Clerk/
Accounts Rec

Employee BDC/Customer Service/Administrative

Allied Industry
Professional
Applicant
Attorney

Controller/CFO
Manager Education and Training
Manager Human Resources
Manager Business Office

Customer Service Manager

F&I Manager/Director
Internet Manager/Director
Other Manager

Customer Service
Lot Porter
Receptionist
Shuttle Driver

*Ability to purchase content for rooftop

CHANGE AN EMPLOYEES TRAINING LEVEL

See Managing the Company Roster (Employee
Account Management).

TRAINING ADMINISTRATOR GUIDE

COURSES ALIGNED TO TRAINING LEVELS

Training Administrators see learning content organized by
each training level in the Training Catalog.

TRAINING LEVELS | 15

LEARNING CONTENT
NADA University Online delivers complimentary resources for NADA/ATD members and offers subscriptions for premium
training content. The following table outlines the content types available at nada.org/onlinelearning.

CONTENT TYPE

COMPLIMENTARY RESOURCES

PREMIUM TRAINING

Driven Management Guides (DMG)

Webinars (WEB)

Workforce Study Reports (RPT)

Convention Workshops (WKS)

Interactive Online Courses (IOC)

HR Essentials

*Only available to participating dealerships. Available to purchase for nonparticipating dealerships and allied industry.

COMPLIMENTARY MEMBER BENEFITS

Member benefits include NADAs weekly webinars and highly regarded Driven Management Guides.

WEBINARS (WEB)
NADA University Online provides NADA and ATD members on-demand access to recordings of live webinar
programs. These 30-minute webinars are presented by industry-leading subject matter experts and focus on
solutions to key issues affecting your dealership. Webinar recordings are added within four to six business days of
the live presentation and may be viewed for up to two years.

DRIVEN MANAGEMENT GUIDES (DMG)

These highly praised NADA publications cover a wide variety of topicsfrom legal and regulatory compliance to
best practices in parts and service. Managers can use the routing feature to assign Driven guides to their staff
as required reading. Testing and tracking features help ensure your employees receive the information and are
accountable for comprehension.

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LEARNING CONTENT | 16

LEARNING CONTENT
PREMIUM CONTENT
Premium content is learning content that is available for purchase. The Premium Subscription includes all convention
workshops, interactive online courses and HR Essentials resources database. For dealerships that are not members of
NADA, the Premium Subscription unlocks access to Driven Management Guides and webinars. Once content is purchased,
it is immediately available.
CONVENTION WORKSHOPS (WKS)
A Premium Training Subscription brings the best of the annual NADA/ATD Convention into your dealership.
Subscriptions include two rolling years of convention workshop recordings. Many convention workshops also contain
assessments designed to check what knowledge a learner has gained as a result of watching the workshop.
INTERACTIVE ONLINE COURSES (IOC)
NADAs interactive online courses are as close as you can get to hands-on learning. Online courses incorporate
real-world simulations and interactivity to increase user engagement and overall knowledge retention. Courses are
developed by NADA Academy instructors and incorporate best practices uncovered by NADA 20 Group consultants.
HR ESSENTIALS
Includes fast answers to thousands of everyday HR questions, job descriptions, performance management templates and
customizable HR policy handbooks.

ACCESS AND ENROLLMENT TO LEARNING CONTENT

A key feature of NADA University Online is that access to content is automated. For Premium subscribers, enrollment
into content is also automated. Training Administrators need only set a training level for each employee by managing the
company roster. Upon login, employees will either gain access or be automatically enrolled into content.
The user experience for NADA members and Premium Subscribers is a little different. Once logged in,

1 NADA Member Employees are automatically provided access to training content for their appropriate training level.
By default, users are not automatically enrolled in content, but the Training Administrators can change this setting.
Find out more in the NADA Members section.
2 Premium Subscribers Employees are automatically enrolled in content based on their assigned training level.
Content relevant to their training level appears in the My Upcoming Training area of the Personalized Learning
Dashboard.
ACCESS TO CONTENT
NADA Members

Premium Subscribers

TRAINING ADMINISTRATOR GUIDE

ENROLLMENT IN CONTENT

LEARNING CONTENT | 17

LEARNING CONTENT
NADA MEMBERS EMPLOYEES
The adjacent image shows the default NADA
member Personalized Learning Dashboard.
Members who have not purchased any
Premium content are not automatically
enrolled into content, and therefore do not
have any content listed in the My Upcoming
Training portlet.
TIP: NADA members who wish for member
benefits to appear in the My Upcoming Training
portlet can attain this by going through the
purchase process. Since content is complimentary
for members, there is no cost involved. The
system enrolls each employee into content based
on the employees assigned training level.

LOCATE NADA MEMBER

BENEFITS
Employee must search and then open the
content. This requires members to browse or
search the Training Catalog.
TIP: Search the Training Catalog using a threedigit code to find member benefits.
WEB will locate all available webinars.
DMG will locate all available Driven
Management Guides.

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LEARNING CONTENT | 18

LEARNING CONTENT
LAUNCH CONTENT
The system automatically recognizes NADA
members and will display an Open Item button
for all member benefit learning content.
After an employee opens the member benefit
content for the first time, the content will
thereafter display on My Upcoming Training.
The training level dictates what a NADA
member employee can see within the system.

PREMIUM CONTENT (Purchases)

Training Administrators who purchase content, such as a Premium Subscription, will automatically enroll their employees into
all purchased content based on the assigned training level. Each time an employee logs in, the system checks for changes to
the employee training level, and will adjust enrollments accordingly.
The example below shows a first-time login for a Fixed Operations Employee for a dealership that purchased the Premium
Subscription. Note that the My Upcoming Training list contains 63 enrolled courses.

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LEARNING CONTENT | 19

PURCHASE PROCESS
Training Administrators can make purchases for a dealership. The purchase process automatically enrolls employees into
learning content relevant to their assigned training level.
NOTE: The same purchase process described here applies to physical products.

Step

LOCATE THE CONTENT ITEM IN THE

TRAINING CATALOG
Search the Training Catalog, or browse the
available categories to locate the content.
NADA University Online displays popular
results within each category, as well as
the ability to see all content in a specific
category. The Training Administrator can view
content descriptions while browsing to learn
more about each piece of content. Click the
underlined name of a piece of content to
purchase it.

Step

ADD CONTENT TO THE SHOPPING CART

After accessing a piece of content, click the
Add to Cart button.
NOTE: This button only displays for Training
Administrators.

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PURCHASE PROCESS | 20

PURCHASE PROCESS
Step

CHOOSE THE ORGANIZATION

Dealerships that have more than one store
will have the option to purchase content for
each rooftop. In the example shown, there is
only a single dealership. Click checkbox next
to the dealership for which the content will
be purchased for, then click the Confirm Add
to Cart button.

Step

CHECK OUT AND BUY

Click the shopping cart icon
to check out.
Follow the on-screen instructions to complete
the purchase.

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PURCHASE PROCESS | 21

PURCHASE PROCESS
Step

ENTER CREDIT CARD INFORMATION

Enter the credit card number and card holder
information into the areas provided. Once
complete click the Next button.

Step

COMPLETE THE PURCHASE

On the last screen, click the Buy Now
button. Upon completion of the purchase
process, all existing employees associated
with the dealership rooftop are automatically
enrolled into training content relevant to the
employees training level.
The system will also automatically enroll newly
added employees into training upon the initial
login to the system of that employee.

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PURCHASE PROCESS | 22

PERSONALIZED LEARNING DASHBOARD

The Personalized Learning Dashboard displays several portlets. The page appears upon login to NADA University Online.
The dashboard is unique for each training level. This page displays a top-level navigation menu, and information about the
employees profile. Portlets are small windows into other areas of the system, including Announcements, My Upcoming
Training, My Completed Training, Search and FAQs.
Training Administrators will also have an Administration link and a shopping cart next to their name.

TRAINING CATALOG

ADMINISTRATIVE CONSOLE

Search for specific learning

material with ease.

Set training goals, run reports and create an

individual learning roadmap for each employee.

LEARNING PATHS
Auto enrollment in role-specific
curriculum, including:
Body Shop
Business Office/F&I
Dealer/Executive
Digital and Traditional
Marketing
Human Resources
Legal and Regulatory
Parts
Sales
Service

TRANSCRIPT

TESTING AND TRACKING

View a repository of all test items

and scoring notifications.

Keep track of training progress

to ensure learning goals are met.

TRAINING ADMINISTRATOR GUIDE

PERSONALIZED LEARNING DASHBOARD | 23

PERSONALIZED LEARNING DASHBOARD

MY UPCOMING TRAINING (Portlet)
My Upcoming Training is a list of learning
content in which an employee is enrolled.
Learning content that displays here is
explained in detail in the section Learning
Content Access.
Click the title of the content to launch
the content and complete the training.
Click View All My Upcoming Learning
button to view a complete list of training
content.

RECENT ANNOUNCEMENTS
(Portlet)
The Recent Announcements portlet will
display information related to:

1 Upcoming system maintenance.

2 New course content as it becomes
available.

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PERSONALIZED LEARNING DASHBOARD | 24

PERSONALIZED LEARNING DASHBOARD

MY COMPLETED TRAINING
(Portlet)
The My Completed Training portlet allows
employees to track their progress within the
past 30, 60 or 90 days. The View Certificate
button is selected by an employee for
printing or saving as a PDF file.
See the section Certificate of Completion
for more information on how learners
successfully complete each type of content.

SEARCH AND BROWSE BY

CATEGORIES (Portlet)
Search content within this porlet or browse
the number of categories available for
learning content relevant to each employee
training level. Enter a keyword or phase
into the search box, then click the search
icon to display results. Alternatively, click
the categories available for learning content
available for the user that is logged into the
system to display additional details about
content within that category.

TRAINING ADMINISTRATOR GUIDE

PERSONALIZED LEARNING DASHBOARD | 25

TRAINING CATALOGS
NADA University Online delivers hundreds of pieces of content. Available training catalogs help users in searching and
sorting content of interest.

TRAINING CATALOG
A complete list of NADA University Online
content is available at universityonline.nada.
org/trainingcatalog. Easily filter by checking
the content of interest and clicking Search.
For each search result, a user can click
the View button next to a piece of content
to access it. The user will be prompted to
log in to view the content. After login, if an
employee does not have an assigned training
level, a message displays advising the
employee of the next steps.

PERSONALIZED TRAINING
CATALOG
Once logged into NADA University Online,
a user will have access to a personalized
training catalog that will display only the
content available to his or her specific
training level. To access the catalog simply
click the Training Catalog button in the
navigation menu.

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TRAINING CATALOGS
BROWSE BY CATEGORY
A number of categories are available for
learning content relevant to each training
level. Click any category name to see
learning content available for the user who
is logged into the system. Three options for
display are available:

1 All content in this category.

2 Additional sub-categories for
additional drill-down.

2
1
3

3 Popular content dynamically displays

at the bottom of each category, with
the top three results for each category.

SEARCH
At the top of the training catalog is a section
for searching. Click the See more search
criteria link to expand additional options for
searching. These options vary depending on
permissions.

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TRAINING CATALOGS
SEARCH (continued)
Type in your text in the Search for box,
select an option from the search menu and
then click Search. Content closest to the
search may display and can be clicked on.

The system provides options for searching

within the results. After locating content,
click the name of the content to display
more information.

After selecting the item, more information

displays, such as whether item can be
opened (if applicable) or information on
purchasing the item.

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TRACKING, TESTING AND REPORTING

Accountability is crucial to achieving peak performance. This key system functionality allows the Training Administrator to
track, measure and monitor each employees training status in real time. Transcripts are also available to individual users
for their own training progress.

TRACKING
NADA University Online tracks and displays
the employee status for each course as
follows:

1 Enrolled Once content is purchased

or accessed, the status of the course
will display as enrolled.
2 Started Once a course is opened
for the first time, the status changes
to started.
3 Completed This varies depending
upon the course. Typically, a course
is completed with successful
completion of an assessment,
knowledge check or simulation, with
an 80 percent or better.

TESTING
To empower dealerships with employee
accountability, nearly every course in NADA
University Online contains an assessment,
or test. Employees who successfully
complete the assessment, knowledge
check or simulation will be provided with a
certificate of completion.
NOTE: Interactive courses will typically require
passing a simulation activity or knowledge check
at periodic intervals within a course. In addition
to a status change, NADA University Online tracks
employee performance on tests.

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TRACKING, TESTING AND REPORTING

CERTIFICATE OF COMPLETION
Upon successful completion of a course or content review, each employee will receive a certificate of completion.
Successful completion means something slightly different depending on the type of course or content the learner is
completing. The following table depicts that variation.
CERTIFICATE ISSUED WHEN...

WEBINARS (WEB)

DRIVEN
MANAGEMENT
GUIDES (DMG)

WORKSHOPS
(WKS)

Learner finishes watching or

reviewing content. The system
automatically marks complete.

Learner successfully completes

a summary assessment at
80% or better, and the system
automatically marks complete
and records a score.
Learner successfully
completes an interactive
simulation or other type of
knowledge check.
Learner finishes reviewing
content and manually marks
the course content complete.

INTERACTIVE
ONLINE COURSES
(IOC)

WORKFORCE
STUDY REPORTS
(RPT)

*Course/content may not contain a summative assessment at the end.

Employees who want to print their certificate can click the View Certificate button on the Transcript page next to the
completed course in the Action column. The certificate downloads to the users local computer and opens in Adobe Reader,
a free software available from Adobes website and installed on most machines.

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TRACKING, TESTING AND REPORTING

EMPLOYEE TRANSCRIPT
Employees are able to run their own
individual transcript, which includes:

1 Filtering and sorting of enrolled,

started or completed transcript
record. To filter content, choose a
Type or Status, or enter from and
to dates, then click the Filter
button. To sort content, click on one
of the column headers.

2 Exporting it as a PDF file Click

the Save as PDF button to open the
transcript file in Adobe Reader.
3 Printing the transcript Click the
Print button to open a printerfriendly version of the transcript.

REPORTING
A variety of reports can be run that provide real-time tracking of employee progress. This section covers the reports
available, as well as procedures for running the reports.

AVAILABLE REPORTS
A number of reports are available within the system related to user rating of course content, training progress and more.
Some reports are available for every user logged into the system, and others are available for the Training Administrator
through the reports console. The following table summarizes each report.
REPORT TITLE

REPORT TITLE

WHO CAN SEE THE REPORT?

My Content Access

View information about content items that you accessed, including

completion information.

Every user

My Purchases

View purchases you made, and information about them.

Every user

My Required Training

For dealerships that assign training to employees, using the Required

Training Console, this report allows employees to view information about
these assignments.

Every user

My Training Progress

View your training progress information, including score (if available).

Detailed information is available through a drill-down report.

Every user

My Transaction History

View information about orders that you placed. Click an order number within
the report to view details about that order. More information is available
through drill-down reports.

Every user

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TRACKING, TESTING AND REPORTING

REPORT TITLE

REPORT TITLE

WHO CAN SEE THE REPORT?

Course and Content Ratings

See courses and content items according to their rating. Employees can rate
courses from 1-5 stars.

Training Administrator

Organization Cost Summary

See the cost that users who are members of the selected organization(s)
actually paid for content, grouped by content type.

Training Administrator

Organization Listing

See users who are members of the selected organization(s) or dealerships.

Training Administrator

Organization Report
Content Access

View information about content items that users accessed, including

completion information.

Training Administrator

Organization Report
Purchases

View a list of users and the purchases that each user made. Purchase history
is available through a drill-down report.

Training Administrator

Organization Report
Required Training

View information about required training assignments (past and current

training periods) for users. "Current" means incomplete training periods for
which the start date has passed, but the due date has not passed. Detailed
information for each user's assignments is available through a drill-down
report

Training Administrator

Organization Report
Required Training Assignments
by Content Item

Select a content item and view the current required training assignments
for that content item. "Current" means incomplete training periods for which
the start date has passed, but the due date has not passed. If a user has
multiple required training assignments for the content item, then they will
appear in the report multiple times.

Training Administrator

Organization Report
Required Training Periods by User

Select a user and view information about all of their training assignment
periods, regardless of completion status or deadline.

Training Administrator

Organization Report
Training Progress

View training progress information for users, including score (if available).
Detailed information is available through drill-down reports.

Training Administrator

View information about orders that users placed. Click an order number
Organization Report Transaction
within the report to view details about that order. More information is
History
available through drill-down reports.

Training Administrator

Purchase History by Content

See how much each user paid for a specific content item during a specified
period of time.

Training Administrator

Recent User Access

See a list of users who recently accessed the site.

Training Administrator

Repeat User Access

See users who have accessed the site the most.

Training Administrator

Summary Report Organizational

Progress

An overview of training progress listed by organization for all users who

have enrolled in, started and completed content such as courses.

Training Administrator

Summary Report
Training Progress by Organization

An overview of training progress listed by training item for all users

within the selected organization(s), showing (per content item) the number
of enrollments, starts and completions, for online courses, classroom
courses, tests and curriculums. Filtering by training type is available.

Training Administrator

Training Progress by Content

Search for and select content items, such as curriculums or online courses,
and then view user progress for the selected content item.

Training Administrator

Training Progress by User

Select a user and view their progress for curriculums, online courses, etc.

Training Administrator

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TRACKING, TESTING AND REPORTING

MY REPORTS
(How Employees Run Reports)
Many of the report names begin with the
word My, and these reports contain
information relevant to the individual logged
into the system. These reports are available
in the Reports Console for each employee.
Employees access these reports by clicking
on their name on the top right corner of
the page and then clicking the My Reports
option that appears.

RUN REPORTS IN THE REPORTS CONSOLE

Training Administrators are provided access to the Administration tab, located near their name on the top right corner
of the page, which allows them to run a variety of reports. This section provides step-by-step instructions on running a
report from the Reports Console.

Step

ACCESS THE ADMINISTRATION

Upon login to NADA University Online,
click the Administration link to access
the console.

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TRACKING, TESTING AND REPORTING

Step

CLICK THE REPORTS CONSOLE

The Reports Console is the area where the
Training Administrator can run a variety of
reports, such as learner access, training
progress and training content access. Click the
Reports Console link to access the console.

Step

LOCATE THE REPORT

Click the Search button to browse through
the list of available reports.
In the example, we are looking for training
progress and have narrowed the available
reports by:

Typing in search text.

Clicking the search button.

Step

CLICK THE SELECT BUTTON

Click the Select button.

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TRACKING, TESTING AND REPORTING

Step

CHOOSE YOUR REPORT CRITERIA

Leave all options blank to display all
training progress. If you would like to
narrow your selection, choose the criteria
options based on the descriptions provided
in the diagram below.
NOTE: Report criteria will vary depending upon
the report that is selected.

ORGANIZATION
Training Administrators who are associated with
more than one rooftop may wish to select a specific
dealership in the Organization field. Click the Select
link to choose the name of a specific dealership or leave
it blank to review all dealerships.
USER ACTIVITY
By default, the report will only look at active users.
Users who have been removed from the company roster
will not display if the user activity is not changed
to inactive. Leave this blank to see both active and
inactive employees.
PROGRESS STATUS
Choose an option if you wish for the report to display
only a specific progress status.
Enrolled All dealership employees are enrolled
into purchased content upon login to the system
for the first time. Employees who have never
logged in will not be enrolled; nor will they display
on the report.

TRAINING TYPE
NADA University Online recommends not choosing
an option.
START DATE
If only a specific timeframe is of interest, choose
the start date; otherwise, the report will display from
August 2010 to the present.
END DATE
If only a specific time frame is of interest, choose an
end date; otherwise, the report will display activity
until the current date.
NUMBER OF RECORDS (PER PAGE)
Choose how many records to display per page.
LAYOUT
You may change this selection at any time. Some
reports may be configured with multiple layouts. If so,
additional options display from this pull down.

Completed When a learner successfully

completes a quiz or marks an individual course
or content item complete, the progress status
changes to completed.
Started When a learner opens a course or
content item for the first time, the progress status
changes to started.

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TRACKING, TESTING AND REPORTING

Step

CLICK RUN-REPORT BUTTON

When finished, click the Run Report button.
NOTE: You may need to adjust pop-up blocker
settings on your browser. See Technology
Considerations at the end of this guide to learn how.

Step

WAIT FOR THE REPORT TO LOAD

The Loading icon will display until the
report is generated. Depending on the
number of employees and courses that are
associated with the dealership, the report
could take some time to finish loading.

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TRACKING, TESTING AND REPORTING

VIEW YOUR REPORT
In the example, the report Organization
Report Training Progress is shown. The top
of the report displays important information
about the criteria chosen in the report.
Additional options are available, including
the ability to sort or filter the results.
By default, this report includes: each users
name, the name of the course, the enrollment
date, start date, completion date, progress
status, score (if applicable) and additional
report options. Additional columns of
information are available and can be added to
the report by clicking the Layout button.

PRINT AND EXPORT OPTIONS

Click the Print option to send the file to
your printer.
Excel Click the Export to
Excel option if you wish to have
a spreadsheet containing the
information that displays on the
page. Once you click the Excel link,
a spreadsheet will download to your
local computer. Excel allows easy
sorting and filtering of the results, as
well as printing options.
PDF Click the Export to PDF option
if you wish to have a nicely formatted,
printable copy of the report.
Depending on the web browser in use,
the PDF file will either download to
the desktop or open within the web
browser window.
NOTE: This option requires that you have Adobe
Reader, which can be downloaded from Adobes
website for free.

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REQUIRED TRAINING CONSOLE

The Required Training Console allows dealerships to assign specific content to employees, letting them target specific
training to meet individual training needs. The course appears on the employees Personalized Learning Dashboard in the
My Upcoming Training portlet with a notation of the required training. Depending on the type of required training selected,
a due date also displays. Email triggers can be selected via a custom training profile.

TYPES OF REQUIRED TRAINING

NADA University Online offers two basic types
of required training, referred to as training
profiles. One type of profile assigns content
without a deadline, and another type assigns
content with a deadline. The My Upcoming
Training portlet displays required training
ahead of other training, and denotes whether
the training is required. Training profiles with
deadlines display those due dates.
Other profiles can be developed for NADA
members or premium subscribers. If you
need any custom profiles, please contact the
NADA Customer Service Team.

ASSIGN REQUIRED TRAINING

To assign required training to an employee(s), navigate to the Required Training console.

Step

NAVIGATE TO THE ADMINISTRATION

CONSOLE
Click the Administration link located in
the top right of the training homepage to
access the Administration Console.

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REQUIRED TRAINING CONSOLE

Step

SELECT REQUIRED TRAINING CONSOLE

Locate and click the Required Training
Console link.

Step

LOCATE AND SELECT THE REQUIRED

COURSE
First, search to locate your course, then
select the required course.

1 Click the Search button to locate

all content or narrow your results by
typing in Search Text.
2 In the Action column, click the
Go button to select the course for
Required Training.

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REQUIRED TRAINING CONSOLE

Step

SELECT THE TRAINING PROFILE

Select the training profile desired.

To assign training without a deadline,

select Assign Training Without
Deadline from the pull-down menu,
then click the Go button.

2
1

To assign training with a deadline,

choose Select Profile from the pulldown menu to choose a custom
training profile, and then click
the Go button. (See the section
Assigning Training With Deadlines
for more info.)

Step

SEARCH AND SELECT EMPLOYEE(S)

Select the training profile desired.

2
3

Click the Search button to display all

employees in the organization, or use
the Last Name and First Name fields
to search for a specific employee.
Select an employee(s) by placing a
checkmark to the left of their name.

Click the Assign Training Button.

The required training will now display on

the assigned employees My Upcoming
Training portlet.

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REQUIRED TRAINING CONSOLE

CUSTOM TRAINING PROFILES
(Assigning Training With Deadlines)
Customized dynamic training profiles allow
dealerships to assign required training with
due dates and have the system send email
reminders to employees. When selecting a
training profile (with a due date), click the
Search button to display a list of all available
custom profiles.

Before using the profile, click the small

blue information icon next to the desired
custom profile to learn more about how it has
been set up. Information will display about
the reminder email triggers, training period
type, initial due dates and recurrences.
If your dealership wishes to have a custom
training profile created for use in NADA
University Online, please reach out to
NADA Customer Service to discuss your
requirements. Customer Service will be
happy to create a profile to meet the needs
of your dealership.

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REQUIRED TRAINING CONSOLE

EMAIL REMINDERS
Training profiles that contain email reminders will send customized text to learners reminding them of upcoming training
assignments. The email reminder is sent to employees automatically and comes directly from the Training Administrator
who assigned the required training. A copy of each email sent to employees is also sent to the Training Administrator.
See the email template below for your reference.
From: LoggedInUserEmail
To: RequiredTrainingAssignedUserEmail
CC: RequiredTrainingAssignedUserAssigneeEmail
Subject: Required Training Assignment Deadline Approaching: {%ContentTitle%}
Importance: High
Message: Dear {%RequiredTrainingAssignedUserFirstName%} {%RequiredTrainingAssignedUserLastName%},
The deadline for a required training assignment is approaching. The following training has been assigned to you:
Content Title: {%ContentTitle%}
Content Type: {%ContentType%}
Content Activity: {%ContentActivity%}
Training Period: {%RequiredTrainingPeriodStartDateTime%} - {%RequiredTrainingPeriodEndDateTime%}
Please note the deadline for completion is {%RequiredTrainingPeriodEndDateTime%}. Please log into NADA University
Online at http://universityonline.nada.org/ to complete this assignment.
If you have any questions regarding this training assignment, please let me know.
Thank you!

{%RequiredTrainingAssignedUserAssigneeFirstName%} {%RequiredTrainingAssignedUserAssigneeLastName%}

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REQUIRED TRAINING CONSOLE

CANCEL REQUIRED TRAINING
In the event a course was set up as a
required training in error, the required
training can be canceled. To do so, access
the required training console, locate the
course and then locate the employees name.
Select the employee name and then click
the Cancel Assignment button.

REQUIRED TRAINING REPORTS

There are five reports available for Training
Administrators that provide the information
about all employees required NADA
University Online training activity. To learn
more about how to run the reports, see
reporting. When searching for reports, type in
the phrase Required Training to see the full
list of available reports.

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TECHNOLOGY CONSIDERATIONS
NADA University Online course content is designed to support the widest possible technology infrastructures. The courses
are published in multiple formats, so when users launch courses, several checks are in place to allow them optimal viewing
based on the device and web browser in use.
Learners will see the Flash version of a course, if their browser supports it.
If learners are using iPads or Android tablets with an HTML5-compatible web browser, the course will launch in their
mobile browser; otherwise, the course will launch in the Articulate mobile player.
If learners are using a browser without Flash, theyll see the HTML5 output.

WEB BROWSER AND ADOBE FLASH

It is important to use the right web browser when accessing NADA University Online. NADA recommends using the latest
version of Chrome, Firefox or Safari with the latest version of the Adobe Flash plug-in installed. However, if the Flash plugin is not installed, NADA recommends using the following web browsers that conform to HTML5 standards.

Windows
(10, 8/8.1, 7, Vista)

Mac
(OS X-10.6 and later)

iOS
(iPhone/iPad)

Android

Chrome

Firefox

Safari

Internet Explorer with Adobe Flash installed works in nearly every area of NADA University Online. However, at the present
time, Internet Explorer is not supported. There are a few reasons behind this decision:
It has a less-than-optimal HTML5 compatibility score compared with other browsers.
Some pieces of content have less-than-desirable behaviors when used with Internet Explorer.
Some courses do not pass our internal quality-assurance checks when using Internet Explorer.
Microsoft recently released Windows 10, and announced the phaseout of Internet Explorer. It will be replaced with
the new Microsoft Edge web browser in future versions of Windows.

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TECHNOLOGY CONSIDERATIONS
MOBILE DEVICES
HTML5-compatible web browsers are also recommended for mobile devices and tablets. The latest versions of Chrome,
Firefox or Safari greatly vary depending on what is available for download on your individual device. The latest versions tend
to be more HTML5-friendly.

POP-UP BLOCKER
Courses and reports will display in pop-up windows, which requires disabling the pop-up blocker available in modern
browsers. Use the links below for the latest procedures on disabling the pop-up blocker in your browser of choice.
Firefox https://support.mozilla.org/en-US/kb/pop-blocker-settings-exceptions-troubleshooting
Explorer https://support.microsoft.com/en-us/kb/909604
Chrome https://support.google.com/chrome/answer/95472?hl=en
Safari https://discussions.apple.com/thread/4998135?tstart=0

ADOBE READER
Certificates of Completion, Employee Transcripts and Exporting Reports require you to have Adobe Reader installed
on your computer. Go to https://get.adobe.com/reader/ to download the free software.

INTERNET CONNECTION
NADA University Online courses are designed with mobile in mind. Course content loads very quickly at 3G and 4G speeds.
It is important to have a consistent and reliable Internet connection for the duration of each course.

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