Session One: Account Setup and Managing Students

Greenius For Educators 1: A Guide

 

This article will provide you with a comprehensive guide for instructors using Greenius in education.  Although Greenius is designed for use by companies in the Green industry, it is an invaluable resource for educators as well.  

 

This Article explains a step by step instruction followed by Academy Video 1: "Account Set up & Managing students"

 

This article will show you how to:

  • Edit account settings and use administrative features to manage students.
  • Create and modify divisions and mandates to manage and assign courses.
  • Use the group training feature to lead group training sessions in class.

 

This article will focus on the features of Greenius which are relevant to educators. To clarify these points, or to learn more about Greenius, be sure to check out the Help and Resources tab at the bottom left corner of your Greenius interface.

 

Greenius Overview

It is up to you how to employ Greenius in your classroom, but to do so effectively it is worth knowing how Greenius is designed for employers in the Green industry.  For use in education, think of employees as students.

 

 

The Greenius system is designed so that administrators have a detailed interface to assign and track employee training while employees have a basic interface through the Greenius app or website where they simply enter a 7 digit training ID number and are presented with the courses assigned to them. 

 

Courses may be assigned in a number of ways, but most commonly, admin will create divisions with mandated courses.  Divisions are comparable to courses/classes, and mandates are like the curriculum.  For example, a division may be “Basic Training” and the courses mandated to that may include Truck and Trailer, Backpack Blower Safety and so on.  So after entering a new hire into Greenius, an admin would assign them to the Basic Training division and assign a deadline.  The employees would complete these mandated courses through the website or app by entering their training ID.

 

Once they complete a course and pass the exam, they are assessed individually on the competencies of that course in a practical setting.  This is done by completing an in-field checklist. This is a chance for a crew lead/supervisor to cover teaching points in person before they both sign off that training is complete.  

 

Tailgate talks are guided discussions on a variety of topics that can be conducted with crews throughout the season.  Employee attendance of tailgate talks is also tracked within Greenius.



Greenius Dashboard

To get started with Greenius, you’ll want to click on “Manager Login” from the Greenius homepage https://gogreenius.com/

 

 

From there, you’ll be prompted to enter your username and password. 

 

 

Then, you’ll arrive at the Greenius Dashboard. You can return to the dashboard at any time by selecting Dashboard from the top of the menu on the left hand side, or by clicking the Greenius logo in the top left corner.

 

At the top, you’ll notice the “Your Available Seats” section, which you will not need to worry about with your free school account.

 

The Dashboard gives you an overview of company stats at a glance.  You’ll see:

  • Total Active Students
  • Course Exams Completed
  • Checklists Completed
  • Total Tailgates Completed

 

Clicking on any of these lets you explore them in greater detail. For example, clicking on Total Tailgates completed will open the Tailgate Attendance Report, where you can see a list of your students, along with all of the tailgate talks they attended by date along with the topic covered and host.

 

 

At the bottom of the Dashboard, you will also see two more sections:

  • Recent Training Completed
  • Past Due Employees

 

 

These sections can give you a sense of who is completing training and when. It also allows you to prompt students who are past due to complete their training from this menu. This can be done in the "Past Due Employees” menu by selecting the employees and resending the training instructions by either email or text.  

The training instructions include the link to Greenius, as well as their 7-digit training ID which they will enter to see their training.



Account Settings

When you first log into Greenius, there are a number of important things to set up within your Account Settings.

 

To do this click on “Settings” in the bottom left corner, and then “Details” under “Company Settings” in that menu.

 

 

Here, you’ll see a menu of Account Setting topics.  These are all relevant to setting up your account as an educator except for “Set Branch Regions” which pertains to companies with multiple branches.

 

 

Edit Company Details

You’ll want to start by filling in your school’s details from the company settings.

From there, fill out the required fields with your school’s information and click save changes at the bottom.

 



Next, within Account Settings, you’ll want to set your System Titles.

 

Set System Titles

System titles include “Training Checklist Titles” and “System Manager Titles”. Each is explained below.

 

 

Remember to scroll to the bottom and click save changes any time you make changes.

 

Edit Training Checklist Titles

Training Checklist Titles are the titles of supervisors or departments that will appear on the training checklist instructions.  The name specified here will be on the checklist- so if it's a specific name, the checklist should be administered by that person.  For that reason, it is best to keep these titles generic, such as “Supervisor”, “Teaching Assistant” or “Instructor” (unless you know there will only be one person administering checklists).

 

Remember to click save changes at the bottom before proceeding.

 

Edit System Manager Titles

There are 4 levels of system manager access in Greenius that can be assigned, so that various managers can have different responsibilities within the same account.  Top Admin can change courses, mandates, add and delete students for instance, whereas Fourth Level managers can just lead checklists and tailgate talks.  

 

For the purpose of using Greenius within the classroom, you will likely only need two levels: Top Admin for the instructor and Fourth Level (Crew Manager) access for a teaching assistant, or senior student who will help assess learners.

 

 

Remember to click save changes at the bottom before proceeding.

 

Set Recert and Exam Score

After setting your System Titles, you should take a look at the “Set Recert and Exam Scores”.

Remember that students must pass a multiple choice exam to pass a course before they can be assessed with the checklist.  Here, you can determine the passing score for their exams.  

 

 

Exam Pass Score

Exams are typically  15 questions long, so we recommend an 80% pass score, which allows them to get 3 wrong and still pass. This score will apply to all exams.

 

Remember that this is adjustable, so if a student struggles with multiple choice tests but excels in the field,  you could consider lowering the pass score for a few minutes while they take the test, allowing them to pass.

 

Remember to click save changes at the bottom before proceeding.

 

Edit Recert Settings

Recertification settings allow you to determine how often you want employees/students to update their training, and what is required for them to do that.  You will likely not need to do this over the course of a semester.  If you wish for students to recertify, you can determine here:

  • Recertification Options (whether you want them to rewatch the video, retake the exam, checklist, or all 3)
  • Recertification Date (how long after completing the course until they should recertify)
  • Recertification Reminder (whether or not they should receive a message with training instructions to recertify)

 

Remember to click save changes at the bottom before proceeding.



Manage Courses

The “Manage Courses” tab acts as the master library of Greenius courses for your account. 

 

 

By default, all Greenius courses are available to you, but from this menu, you can deactivate any that clearly do not pertain to your learners.  For example, you may want to take out the Spanish courses if you know your students only speak English. As admin, you are the one assigning courses, so deactivating it here just makes it a little easier for you to browse as you create divisions and mandates, etc. 

 

For each course, you have the option to:

  • Activate or deactivate it
  • Activate or deactivate the checklist for that course
  • Change the number of exam questions
  • Preview the course
  • See the exam questions

 

You’ll notice some options are missing for certain courses.  Along with video courses, there are some slide based courses, which present the exams differently and are not customizable.

 

There are also some courses categorized as “Miniseries” at the bottom which do not have checklists, and have smaller exams- with only a maximum of 5 questions. 

 

Remember to click save changes at the bottom before proceeding.

 

Manage Tailgates

Similar to the “Manage Courses” tab, the “Manage Tailgates” tab acts as the master library of Tailgate Talks for your account. 

 

 

By default, all tailgate topics are available, but from this tab you can deactivate any that you see as irrelevant to your course.

 

Remember to click save changes at the bottom before proceeding.

 

Set Training Divisions

Training divisions are comparable to classes, or courses that you teach.  You will assign students to a division, which will have the relevant training courses mandated to it.  

 

 

You can edit existing division titles here, or delete them.  

 

To create a new division, scroll down to the bottom, under “Add New Division”, fill out your new division name, and click save.  To assign training courses to that division, go to the bottom tab of the account settings menu: “Set Training Mandates”.



Set Training Mandates

Training mandates are the required training courses assigned to the students in a particular division.  If a division is comparable to a course you teach, mandates are comparable to the curriculum/content of that course.  

 

 

Once you have created your divisions in the “Set Training Divisions” tab, go to the “Set Training Mandates” tab, select “Add new mandates” to assign training content to the division.

 

Clicking on “Add New Mandate” will prompt you to follow 3 steps:

 

Step 1: “Select Training Division” (Choose the division you wish to assign new training to). 

 

 

Step 2: “Select Required Training” courses you wish to assign from the Greenius Library by checking the boxes.



 

Step 3 is to assign the due date. 

 



Click on “Finish and Create Mandate” to save.

 

Now that you have your Account Settings complete, and your Divisions set up with Mandated Courses, it’s time to add your students.

 

Managing and Adding Students

To add and manage students, click on the “Employee Training” section of the left hand menu, and select ‘My Employees”

 

 

From there, you will see the employee homepage.  

 

 

This will display a list of your students and details including their division.  You likely won't have students at this point; to add new students, click on the plus button in the bottom right corner and you will be prompted with the two ways to add students:

  • Adding individual students (“Add Individual Employees”)
  • Adding multiple students using a .xls or .csv file (“Import Employees”)

 

Click on the option you prefer.



Adding Individual Students

 

Selecting “Add New Employee” will lead you through the 9 steps to creating a new student.  Complete each step and click “Next” to proceed.

 

 

Step 1: Choose Language (English or Spanish)

 

Step 2: Employee Details (name, email, cell phone number, hire date)

  • The cell phone number is not mandatory, but it allows you to send training reminders via text.
  • “Hire Date” will likely be the first day of the semester
  • You can add more students manually at this point if you wish.

 

Step 3: Confirm 

 

Step 4: Assign a Division

 

Step 5: Assign a Branch (this is not relevant to Education)

 

Step 6: Assign a Manager

 

Step 7: Select Courses (you can assign additional courses outside of the division if you wish)

 

Step 8: Set Training Due Date

 

Step 9: Training Instructions (Select method of delivery for training instructions: Print, Email or Text)



Adding Multiple Students

 

Selecting “Import Employee” from the plus button in the bottom corner of the employee page will allow you to add multiple students into Greenius at once using either a .xls or a .csv file.  

 

It will first prompt you to select the file.

 

 

Select the file from your computer and click “Upload”

Here is an example of a file with the necessary information to upload:

 

 

Once you upload your file, Greenius will ask you to select which columns in the file it will get the relevant information from.  For each of the required fields, select the column title from your spreadsheet that matches.

 

After matching all of the required fields, click continue, and it will bring up all of the student information you just entered to review:

 

 

Here, you can confirm that the information entered is correct.  Once you are done, scroll to the bottom, click “Save Employee Details”.  If it prompts you with a note about training seats, this does not pertain to your Education account, and you can proceed.

 

It may take a few minutes to process (depending on the size of your list).

 

Once it has uploaded, you can go back to your Employee Training tab where you should now see your newly added students listed.

 

 

To review or change any employee details, you can select any employee from this list.



Employee Details

Selecting an employee from the employee list will toggle the “Employee Details” tab to appear.

 

 

Within this tab, you can see the list of training assigned to that employee, as well as the status and due date for each.  Clicking on the three dots next to any training gives you the option to unassign it.

 

 

The “Tasks” button in the bottom left corner of this tab gives you several options. 

 

The tasks button prompts you with these options:

  • Training instructions (print, text or email training instructions for that student)
  • Employee Progress (view training history, completed assessments, and print training diploma)
  • Training Checklists (print checklists, or skip a checklist)
  • Recertify (promoting the student to redo training)
  • Deactivate

 

To review and edit employee details, click on the “Employee Details” panel at the top of this tab.  

 

 

This tab is available for each student and lets you make adjustments specific to that student, but if you wish to make adjustments for an entire class, such as changing a due date, you can perform mass actions from the employee list.

 

Mass Actions

Mass actions are done from the employee menu.  This can be done easily by selecting  each student you want to apply a change to.  As you select multiple students, a box will appear with your mass action options.

 

 

Mass action options include:

  • “Add Training”
  • “Change Division”
  • “Change Branch”
  • “Change Manager”
  • “More” (this includes change due date, sending training instructions, removing training and deactivating employee)

 

Group Training

What is group training?

 

Although training courses are usually assigned to students to complete individually, group training is a useful feature which allows students to complete a course together and all receive credit for it.  This can be especially helpful in a school setting.

 

Imagine having a training course on a big screen at the front of the room, facilitated by the instructor.  It's best practice to have someone host this in order to encourage meaningful engagement with the material, especially since the students will have a shared exam score.    

 

Group training can be set up by clicking on settings in the bottom left corner, then “Group Training” under “Employee Settings”

 

 

From the Group Training page, select the Plus button in the bottom right corner to create a new Group Training.

 

 

Follow the steps, clicking next as you complete each one:

 

Step 1: Choose Language (English or Spanish)

 

Step 2: Create Group by Course or by Employee

  • “By Course” means that everyone you have already assigned a course too will now do it together
  • “By Employee” means you will then be prompted to choose students

 

Step 3:  Either select the course or students (depends on Step 2)

 

Step 4: Select Employees (Of the students you have assigned that too- select those who will be participating)

 

Step 5: Add Additional Training? (Allows you to select more training based on what the selected students have in common)

 

Step 6: Enter Group Name (Create name for this specific training)

 

Step 7: Generate Group Training ID (we will use this 7-digit ID to log into the training through https://gogreenius.com/)

 

Step 8: Set Due Date

 

Step 9: Training Instructions

 

The training instructions look like this:

 

 

To complete the training, follow the link to the training website, and login using the 7 digit training ID.

 

To conduct the training, do just that- follow the link and select the language:

 

 

Enter the training ID:

 

Then select the training, put it on the big screen and lead the group discussion:

 



Support

We have covered a lot here.  The purpose of this article was to highlight the features of Greenius which are relevant to educators.  To learn more about Greenius, or to troubleshoot any challenges you face in working with it, know that there are various help options available from the Help & Resources button, just above settings at the bottom of the left hand menu.









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