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Learnsoft - AHA MODULE AHA ROSTER & ECARD INTEGRATION – ADMIN, INSTRUCTOR & USER GUIDES JUNE 7, 2019 REVISED JULY 24, 2019 V. 06072019-1 REV 07242019-3 *This guide is for reference purposes only. Learnsoft is not responsible for any errors, omissions or changes to this guide or differences between this guide and the referenced code or website. All References to Learnsoft Health Systems, Learnsoft Technology Group, Learning Management System (“LMS”) and associated modules 2019 Learnsoft Technology Group. All rights reserved. All References to American Heart Association, AHA - 2019 American Heart Association, Inc. All rights reserved. 1

Contents Assigning AHA eCards through the LMS – Admin Guide: . 3 Learnsoft - AHA eCard System Set-up - Quick Guide . 3 Learnsoft - AHA eCard System Set-up - Step by Step . 4 Add AHA Roster / Report to Client System - Step by Step. 4 Create Vendor Account - Step by Step . 6 Associate Vendor with Learning Object - Step by Step . 8 Update Instructor Accounts – Step by Step. 9 Assigning AHA eCards through the LMS – Instructor Guide . 11 Instructor AHA eCard Assignment - Quick Guide . 11 Instructor AHA eCard Assignment - Step by Step . 12 Claiming AHA eCards through the LMS – User Guide . 17 Claiming AHA eCards– Step by Step . 17 2

Assigning AHA eCards through the LMS – Admin Guide: Overview: As of February 2019, the Learnsoft Learning Management System offers an AHA module. This provides for population and completion of AHA Rosters and integrates with American Heart Association back-end API processes to allow for assignment of AHA eCards through the LMS. Please note, while AHA eCards can be generated in real time utilizing the API, a series of set-up actions must be taken by instructors / LMS Admins prior to eCard generation. This document details the steps required. Learnsoft - AHA eCard System Set-up - Quick Guide 1. Add AHA Roster / Report to Client System (optional) 2. Create a Vendor Account for each AHA Course / Training Center / Card Generation Type combination 3. Associate Appropriate Vendor with each Specific Learning Object in which eCards will be assigned 4. Update AHA Instructor Accounts with AHA ID in Custom User Field 3

Learnsoft- AHA eCard System Set-up - Step by Step Add AHA Roster / Report to Client System - Step by Step Overview: Learnsoft can make replace normal class rosters with AHA Course Roster templates. Some organizations may be using these similar forms in a manual format currently for AHA completion course completion and internal / compliance purposes. Integrating this into the AHA Module, can automate many of the steps involved in completing and saving these forms. Note: In the initial release of the AHA module, when utilized, certain fields (e.g. Instructor AHA ID #, Student Information, etc.) in the AHA Course Roster Template will be auto-populated based upon LMS data. Other fields, if required, can be manually entered into the printed roster report (or in the roster pdf file if internal tools allow). Future versions may prepopulate additional fields and your Learnsoft Project Manager can work with you on customizations (charges may apply) required for your organization. 1. Request Project Manager to add AHA Roster to LMS System a. Learnsoft Project Managers can arrange to add predefined AHA Course Roster Report Templates to the client available Report Listing. These can then be added to vendor files which are then added to Learning Objects so that the printed course roster resembles those used by many organizations when currently manually utilizing AHA related paperwork. Additionally, many fields will prepopulate with data derived from the LMS (e.g. Instructor AHA ID #). i. See image below for a sample of an AHA Roster prepopulated with sample data. ii. See following sections for adding AHA Rosters to vendor accounts which are then added to Learning Objects, allowing this AHA Roster to replace the standard LMS Roster. 4

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Create Vendor Account - Step by Step Overview: The AHA eCard API requires the LMS to send parameters in predefined formats to identify important variable information that helps the AHA servers identify specific steps it should take to generate eCards. For example, Learnsoft must send specific AHA Course ID, Client AHA Training Center ID, Client Facility Location ID(Optional) and AHA eCard Inventory Type. Learnsoft utilizes the LMS Vendor feature to allow Admins to add and store this information. This vendor information is then later associated to Learning Objects and allows Instructors to assign the eCards. Note: In the initial release of the AHA module, each Learning Object can only work with one (1) vendor association. Thus, if the client offers the same training, but with a different parameter (e.g. BLS, but associated with AHA Training Center 1 vs. BLS associated with AHA Training Center 2), then there must be two separate vendors and at least two separate Learning Objects. Future versions may allow for customization at lower level (e.g. LOI) and your Learnsoft Project Manager can work with you on customizations (charges may apply) required for your organization. 1. Create a new vendor for each parameter combination by accessing Advanced View / User Management / Vendors. When the Vendor List loads, click the New button to create a new Vendor. a. Clients must create a separate vendor for each unique parameter combination. i. PMs and the Learnsoft technical team will work with the client to set up the initial vendors. 2. In the Vendor* text box, enter a name for the vendor that describes the parameters and will allow Admins to easily associate to Learning Objects. a. Example, if the is for a BLS Provider Course and your organization has multiple AHA Training Center IDs, you might enter “AHA – BLS Provider – Training Center 1”. 3. In the Parameters text box, enter the parameters using the below formatting: 6

a. You should be able to get the specific parameter information from your internal AHA Administrator or your AHA eCard Vendor. i. The following Information is needed AHAproductNumber - (AHA Product Number of the specific course for which you will be assigning eCards) AHAtcId – (AHA Training Center ID of the specific training center from which eCards are assigned for this user / course) AHAlocationId – (Optional: AHA Specific Location ID – if utilized) AHAinventoryFrom – (Process by which eCard inventory is utilized – options will be TC if from training center inventory (may require instructor to be an AHA Admin at Training Center), Instructor if from instructor inventory (most utilized) or Site if from specific location (would require AHAlocationId above) Sample Formatted Entry: AHAproductNumber 15-3000&AHAtcId LS1234&AHAlocationId LS22&AHAinventoryFrom Tc 4. (optional) If using the AHA Roster, use the Report drop down to select the appropriate AHA Class Roster template. 5. Enter any additional info desired to help identify this vendor. Sample Completed Form 7

Associate Vendor with Learning Object - Step by Step Overview: Learnsoft makes the AHA eCard Capability to any Learning Object that associates an AHA eCard vendor (and the required parameters). This is a simple process and simply requires selecting the Vendor from the Learning Object Details Vendor dropdown list. Note: In the initial release of the AHA module, each Learning Object can only work with one (1) vendor association. Thus, if the client offers the same training, but with a different parameter (e.g. BLS, but associated with AHA Training Center 1 vs. BLS associated with AHA Training Center 2), then there must be two separate vendors and at least two separate Learning Objects. Future versions may allow for customization at lower level (e.g. LOI) and your Learnsoft Project Manager can work with you on customizations (charges may apply) required for your organization. 1. When creating New Learning Object (or if in edit mode for existing Learning Object), navigate to the Vendor Code parameter in the Learning Object Details Page. 2. Use the Vendor Code dropdown to select the appropriate AHA vendor 3. After all necessary details have been added / updated, click the Save button. 8

Update Instructor Accounts – Step by Step Overview: Before AHA eCards can be assigned through the LMS, both instructor LMS accounts and Learning Object / LMS Courses must be set up with AHA specific information to ensure the proper parameters are transmitted to the AHA eCard API Service from the LMS. Note: For initial version of AHA eCard Module, the AHA eCard will be assigned from the inventory and with the account info (AHA ID#) of the (primary) instructor selected on the LOI. To align with client processes, the system has also been updated so that any instructor or Admin with AHA ID# (or equivalents, pls discuss with PM) in their profile can assign eCards on behalf of the instructor listed as the primary instructor on the LOI. Again, even in this case, the AHA eCard will be assigned from the inventory and with the account info (AHA ID#) of the (primary) instructor selected on the LOI (not the requesting Instructor or Admin). Specifically, instructors can only assign AHA eCards if 1) Instructor AHA ID# has been added to their User Profile in the LMS (a 1-time process); AND 2) AHA Vendor Information has been added to the associated Learning Object / LMS Course (1-time per each Learning Object). For most organizations, this is done by LMS Administrators, but they may need your help in accessing and entering this information. One-Time Instructor Specific Requirements Overview: AHA requires AHA Instructor ID authentication to allow instructors to access the AHA eCard Assignment API through the LMS. This information is stored within the User’s Profile, Custom User Field Section of the LMS. Generally, this information is provided by Instructors or Instructor Department Managers and entered into the LMS by LMS Admins. If you have rights to use this function, you may insert this information directly. 9

1. Add AHA ID to Instructor Profile a. In the Team tab (or Advanced View / Users / Users menu), search for the User whose record you wish to update. Click to view User Profile (User Details), select the Details submenu and scroll to the Current Custom User Field Section. Click the New Custom User Field button to launch the User Field Entry screen. b. Select AHA Instructor ID from the Field Type dropdown and enter the 11 digit AHA Instructor ID in the Comments Section, then Select Save. c. The User Field Entry screen will close and the information should now show in the Current Custom User Field section. 10

Assigning AHA eCards through the LMS – Instructor Guide Overview: AHA certified instructors are now able to assign AHA eCards through the LMS system using the steps outlined below. Please note, instructors can only generate eCards if 1) Instructor AHA ID# has been added to their User Profile in the LMS (a 1-time process); AND 2) AHA Vendor Information has been added to the associated Learning Object / LMS Course (1-time per each Learning Object). Please consult with your LMS System Administrators to determine who in your organization is responsible for these steps – details for adding this information appears in proceeding sections. Instructor AHA eCard Assignment - Quick Guide 1. Mark the appropriate User(s) record(s) as “Complete” in the LMS Class Roster 2. Work with your AHA Administrator to Assign the Appropriate # of eCards to your Instructor Specific Inventory 3. Return to the Roster (if you have exited previously) 4. Select the checkbox(es) for the Users for whom ecards will be Assigned 5. Click the Actions button 6. Select “Assign eCard” from the Status Dropdown 7. Click the “Update Roster” Button 8. If successful, the “Claim eCard” Link will appear on the Roster 11