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Gototraining User Guide

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Gototraining User Guide GoToTraining User Guide 7414 Hollister Avenue • Goleta CA 93117 http://support.citrixonline.com GoToTraining® User Guide What equipment do I need to use GoToTraining? All you need to start using GoToTraining are the following: • Windows, Mac computer, laptop, smartphone, ipad • Internet connection (broadband is best) • Microphone and speakers (built-in or USB headset) • Most computers have built-in microphones and speakers, but you will get much better audio quality if you use a headset or handset.You can also make calls on your landline or mobile device. GoToTraining Terms Review a list of useful GoToTraining terms • Attendee: An attendee is any person who joins a training session with no pre-specified role. Attendees have very limited privileges. • Attentiveness: Attentiveness of the audience can be seen in the Dashboard pane of the Organizer Control Panel and in the Attendee List. GoToTraining monitors audience attentiveness by checking if the Attendee Viewer and Control Panel are active and on top of other applications. For example, if an attendee clicks on another application (bringing it to the forefront) that attendee would show as inattentive. • Control Panel: The Control Panel gives organizers, panelists and attendees access to various insession training functions. • Course Catalog: The Course Catalog is an online listing of all posted upcoming scheduled training sessions. People can read about training sessions from this list and register for them, or see that they are full. • GoToMeeting/GoToTraining Suite Icon: Organizers on Mac can use the GoToMeeting daisy icon to access both GoToMeeting and GoToTraining features. Double-click the daisy icon on your desktop to access organizer shortcuts. • GoToMeeting/GoToTraining System Tray Icon: Organizers on Windows can use the daisy icon in your system tray to access both GoToMeeting and GoToTraining features. Right-click the daisy icon to access organizer shortcuts. Icon Description GoToMeeting/GoToTraining is ready: A connection has been made, and the application is ready to be used. The user has all menu options available. GoToMeeting/GoToTraining is connecting: The application is attempting to establish a connection with the server. This icon is animated to look like it is “filling up.” GoToMeeting is in session: A meeting is in progress. GoToTraining is in session: A training is in progress. GoToMeeting/GoToTraining is offline: A connection has been made, but there is some temporary network difficulty. The user still has all menu options available. GoToMeeting/GoToTraining is not connected: A connection could not be established. The user has a very limited set of menu options (Help, About, Exit). • Hallway: The hallway is a dialog box displayed to attendees who have joined a live training session before an organizer has actually started it. Once an organizer has started the live training session, the hallway dialog box disappears and attendees see the Waiting Room. © 2013 Citrix Online, LLC. All rights reserved. 1 GoToTraining® User Guide • In-Session: The time frame from when the training session is started by the organizer to when the training session ends. • No-Show: A No-Show is someone who registered but did not attend the live training session. • Organizer: An organizer is the person who schedules and starts a training session. There can be more than one organizer in a training session. • Post-training: The time frame after the training session ends, when tasks are done on the GoToTraining website, such as reporting, archiving a recording or sending out a follow-up email. Only scheduling organizers and co-organizers scheduled in advance of the training session can perform post-training tasks. Attendeespromoted in-session to an organizer cannot log in to GoToTraining and perform post-training tasks. • Presenter: A presenter is the person showing his or her desktop. The current presenter can then pass this role back to the organizer or to another attendee. • Pre-training: The time frame before the training session begins when tasks are done on the GoToTraining website, such as scheduling a training session, monitoring the registration count or creating in-session polls and evaluations. Only organizers can perform pre-training tasks. • Registrant: A registrant is any person who has registered for a training session. • Registration Confirmation: The Registration Confirmation email provides training session information, links to materials and pre-tests, audio information and a unique link to join the training session. If you are using Manual Approval, a registrant does not receive a Registration Confirmation until you have approved that person. • Viewer: The GoToTraining Viewer is the window that appears on the attendee's computer displaying the presenter's desktop or shared application. • VoIP (Mic & Speakers): Voice over Internet Protocol. • Waiting Room: The Waiting Room screen displays in the Viewer any time attendees wait for a presenter to begin showing his or her screen or when Screen Sharing is stopped. © 2013 Citrix Online, LLC. All rights reserved. 2 GoToTraining® User Guide Log In Find out how to log in to your GoToTraining account from a Mac or Windows. Log in to your account After you've created your GoToTraining account, use the email and password you signed up with to log in to access all of GoToTraining's easy-to-use features! Once the GoToTraining application downloads to your computer; the daisy icon appears in your system tray ready for use. Forgot your password? 1. Go to the Forgot Your Password? page. 2. Enter the email address you use to log in to your account. 3. Click Submit to reset your password. 4. Once you receive the Forgot Your Password email, click the link to create a new password. Then log in using your newly created password. Don't have an account? Try GoToTraining free for 30 days! Included in your 30-day free trial: • Unlimited online training sessions • Up to 25 attendees per training session • Audio via telephone and/or mic and speakers • Free product training and 24/7 support Forgot Your Password If you can't remember your password, you can reset it with a few easy steps! 1. Go to www.gototraining.com and click the Forgot your password? link above the Log In button. © 2013 Citrix Online, LLC. All rights reserved. 3 GoToTraining® User Guide Note: If you do not see the Secure Login screen, click the Log In link on the top left of the screen . 2. Enter your email address that was used to create your account and click Continue. 3. Once you receive the Forgot Your Password email, click the link to create a new password. 4. Click Save. • If you haven’t received an email to create a new account password: Check your spam or junk mail folder. The password reset email may have been flagged as spam. If you still don't have the email, contact Global Customer Support for assistance. • If you don't have access to your account email address: Please contact Global Customer Support for assistance. The GoToTraining Application Schedule and review existing trainings from your desktop. Open the GoToTraining application (Windows) The GoToMeeting/GoToTraining system tray icon provides convenient access to all GoToMeeting/GoToTraining functions. To access functions from your PC, right-click the system tray icon and select the desired function. © 2013 Citrix Online, LLC. All rights reserved. 4 GoToTraining® User Guide The GoToTraining application The GoToTraining application allows quick access to scheduling and managing a training session and setting preferences, as well as access to GoToMeeting. You can install the application once you create your organizer account. If the GoToTraining application has been removed, you can re-install it at any time. • Schedule a Training: Links to the GoToTraining website where you can schedule training sessions. • My Trainings: Links to the GoToTraining website where you can view and manage scheduled training sessions. • Join: Joins you to a meeting or training session after entering the meeting/training ID. • Help: Launches online help for GoToMeeting/GoToTraining. • Preferences: Provides access to user preferences. • Preferences: Provides access to user preferences. • About: Provides GoToMeeting/GoToTraining software version information. • Exit: Closes the GoToMeeting/GoToTraining application. Open the GoToTraining application (Mac) 1. Log in to your account. 2. On the My Meetings page, click the Host a Meeting button. The GoToMeeting Suite, which includes GoToTraining, downloads. 3. At the Schedule a Meeting prompt, click Cancel. The GoToMeeting Suite icon appears on your desktop. Once downloaded, the GoToMeeting Suite can be moved from your desktop to a location of your choice, including your dock. Mac users can access many GoToTraining functions by double-clicking the GoToMeeting icon on their desktop or clicking the icon in their dock. Other functions, including Help and Preferences, can be accessed from the GoToMeeting menu bar. © 2013 Citrix Online, LLC. All rights reserved. 5 GoToTraining® User Guide Set GoToTraining Application Preferences You can set preferences for running GoToTraining, such as how GoToTraining starts when logging into the computer, in-session usage tips and recording preferences. Set Preferences (Windows) Set GoToTraining preferences from the system tray icon 1. Right-click the daisy icon in your system tray and select Preferences. 2. Click the category you want to customize. 3. Select your preferences. 4. Click OK. Start Up The Start Up category enables you to select how the GoToMeeting/GoToTraining application starts when logging into the computer. • Automatically after I log in to Windows: This option starts the application automatically after you log in to your PC. • Manually: This option sets the application to start only when you launch the application. • Log in: Selecting the "Remember me on this computer" check box enables automatic login to the system. • Remind me of upcoming Meetings : This check box applies to the GoToMeeting application and becomes available if you select the "Automatically after I log in to Windows" check box.
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