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6. How to: Add Participants to Your CourseTo add a list of participants to your course, you have two options. You can add a singleparticipant via a web-based form or you can bulk add up to 10 participants at a time via a webbased form.NOTE: The minimum number of participants in a course is 5 and the maximum number is 30.We recommend 15-25 participants as an ideal class size.Step-by-Step: How to Add a Single ParticipantStep 1: From the blue Instructor Portal navigation bar, select Instructor Hub Manage Courses My Upcoming Courses tab. Your course listing should appear here.NOTE: Make note of the Course ID number. You will need to provide this to your classparticipants when they register for your course.Step 2: Click the blue button with the white arrow that appears in the far right of your courselisting. This triggers a dropdown list of actions you can take when managing your course.Mental Health First Aid Instructor Portal GuideRevision Date: 02/06/2018 - v.115

Here are the actions you can take:Step 3: Select the Add Participants option.Mental Health First Aid Instructor Portal GuideRevision Date: 02/06/2018 - v.116

Step 4: Enter the following information in the form fields on the left side of the screen:Participant’sFirst Name:Enter the participant’sfirst name.Participant’sLast Name:Enter theparticipant’s last name.Participant’sEmail Address:Enter the participant’semail address.Participant’sPhone: Enterthe participant’s phonenumber.Mental Health First Aid Instructor Portal GuideRevision Date: 02/06/2018 - v.117

Step 5: In the right column of the screen, press the search icon to look up and select theparticipant’s organization. Note that this field is not required.Step 6: If the participant’s organization does not exist in the lookup list, press the black circlewith the white plus sign so you can add the participant’s organization information.Step 7: To save the participant’s info, press the yellow Save button.Mental Health First Aid Instructor Portal GuideRevision Date: 02/06/2018 - v.118

To save the participant’s info, then add an additional participant, press the yellow Save andNew button.Step-by-Step: How to “Bulk Add” Participants to Your CourseStep 1: From the blue Instructor Portal navigation bar, select Instructor Hub Manage Courses My Upcoming Courses tab. Your course listing should be listed here.Step 2: Click the blue button with the white arrow that appears in the right corner of yourcourse listing. Select the option Bulk Add Participants from the dropdown list.Mental Health First Aid Instructor Portal GuideRevision Date: 02/06/2018 - v.119

Step 2: The Bulk Add Participants form allows you to add up to ten (10) participants at a time:NOTE: If you are entering a new organization (one not already listed in the database), you willneed to use the Add Single Participant process (page 15).Step 3: When you have entered the participants’ information, press the yellow Save button toassociate these participants with your course.Mental Health First Aid Instructor Portal GuideRevision Date: 02/06/2018 - v.120

7. How to: Edit Course InformationStep 1: From the blue Instructor Portal navigation bar, select Instructor Hub Manage Courses My Upcoming Courses tab. Your course listing should appear here.Step 2: Click the blue button with the white arrow that appears in the far right of your courselisting. Select the option Edit Course Information from the dropdown list.Step 3: Make your changes to the course information and press the yellow Save Course buttonto save the course information. If you make edits, then decide you don’t want to implementthem, press the yellow Cancel Changes button.Mental Health First Aid Instructor Portal GuideRevision Date: 02/06/2018 - v.121

8. How to: Upload Course Resources for ParticipantsStep 1: From the blue Instructor Portal navigation bar, select Instructor Hub Manage Courses My Upcoming Courses tab. Your course listing should appear here.Step 2: Click the blue button with the white arrow that appears in the far right of your courselisting. Select the option Edit Course Information from the dropdown list.Step 3: To upload resources for the participants to download for class, click the yellow AddResource button at the bottom right side of the screen.NOTE: All files must be in PDF format with a file size no larger than 500 KB.Step 3: To upload resources for the participants to download for class, click the Browse buttonat the bottom right side of the screen, find the PDF file on your computer, press the Openbutton. Click the yellow Upload button.Mental Health First Aid Instructor Portal GuideRevision Date: 02/06/2018 - v.122

Step 4: After the PDF file is uploaded, you will be redirected to the Course Overview page. Scrollto the bottom of the screen. Your PDF should be listed under Course Resources.9. How to: Cancel a CourseStep 1: From the blue Instructor Portal navigation bar, select Instructor Hub Manage Courses My Upcoming Courses tab. Your course listing should appear here.Step 2: Click the blue button with the white arrow that appears in the far right of your courselisting. Select the option Cancel a Class from the dropdown list.Mental Health First Aid Instructor Portal GuideRevision Date: 02/06/2018 - v.123

Step 3: Click the My Cancelled Courses tab.Your cancelled course should appear in the list.NOTE: Should you change your mind and need to re-activate the course, click the blue buttonwith the white arrow that appears in the far right of your course listing. Select the option CopyCourse from the dropdown list.Your course information will be copied to the My Upcoming Courses section for your reviewand edits. Note that you will need to re-add participant information to your copied course.Mental Health First Aid Instructor Portal GuideRevision Date: 02/06/2018 - v.124

10. How to: Instruct Participants to Register for a Course Viathe New First Aider Portal – ELECTRONIC EVALUATIONSONLYIf you are using the electronic evaluation, your course participants must register using the FirstAider Portal in order to access the evaluation after your course.Step 1: From the blue Instructor Portal navigation bar, select Instructor Hub Manage Courses My Upcoming Courses tab. Your course listing should appear here.Step 2: Click the blue button with the white arrow that appears in the far right of your courselisting. Select the option Send Registration Link to Participants from the dropdown list.Note: Please ensure your popup blocker is turned off.Step 2: The registration invitation will populate in the body of the email message. It will alsoinclude the First Aider Portal registration link.Here is a sample ----------------------------------Dear Course Participant,We are thrilled to have you join our Mental Health First Aid course on 02/09/2018! To registerfor the course, please visitMental Health First Aid Instructor Portal GuideRevision Date: 02/06/2018 - v.125

s/signin?returnUrl firstaiders and enter yourCourse ID 00083991. Once your registration is complete, you will receive a confirmationnotification on the portal.If you have any questions, don’t hesitate to reach out to me directly orMHFAinfo@MentalHealthFirstAid.org.We look forward to seeing you soon!Instructor ------------------------------Step 3: Copy this email text and send it to your participants using the email address you used toadd them to your course. This email WILL NOT automatically be sent to participants.Mental Health First Aid Instructor Portal GuideRevision Date: 02/06/2018 - v.126

11. How to: Administer and Manage Electronic CourseEvaluations and CertificatesAfter you have taught your course, you need to update participants with their course results.Courses that have already occurred prior to today's date are visible in the My IncompleteCourses tab.Step 1: From the blue Instructor Portal navigation bar, select Instructor Hub Manage Courses My Upcoming Courses tab. Your course listing should appear here.Step 2: Click the blue button with the white arrow that appears in the far right of your courselisting. Select the option Manage Participants from the dropdown list.Mental Health First Aid Instructor Portal GuideRevision Date: 02/06/2018 - v.127

Step 3: Choose one of the three options available for each participant:a) mark as absentb) mark as failedc) mark as passedStep 4 - PASSED: Once you mark a participant as “passed,” an email message with a link toregister on the new First Aider Portal will be sent to the participant. Once they register andcomplete the evaluation on the First Aider Portal, they will be able to access their certificate.Link to First Aider Portal EvalMental Health First Aid Instructor Portal GuideRevision Date: 02/06/2018 - v.128

STEP 4 – FAILED: Once you mark a participant as “failed,” they will receive an email alertingthem that they did not pass with a link to register on the new First Aider Portal. Once theyregister and complete their evaluation on the First Aider Portal, they will be able to access theircertificate of participation (different from the completion certificate).Link to First Aider Portal Eval12. How to Enter Paper Evaluation InformationIf you have administered paper evaluations, follow the steps below to enter the evaluations onbehalf of your participants.Step 1: From the blue Instructor Portal navigation bar, select Instructor Hub Manage Courses My Incomplete Courses tab. Your course listing should appear here.Step 2: Click the white button with the blue arrow that appears in the far right of your courselisting. Select Manage Participants.Step 3: Scroll down to view your participant list. Click the white button with the blue arrow tothe far right of each participant and marked them Passed, Failed or Absent.Step 4: Once you have marked each participant Passed, Failed or Absent, click the white buttonwith the blue arrow to the far right of each participant, and select “Complete Evaluation.”Step 5: Once you have entered all evaluation information, your participants will receive anemail with their certificate attached.NOTE: You can also complete evaluations for participants listed in My Complete Courses usingthe same process.Mental Health First Aid Instructor Portal GuideRevision Date: 02/06/2018 - v.129

13. The First Aider Portal – A Brief OverviewIf you are using electronic evaluations, your course participants will need to use the new FirstAider Portal. Here is what your participants will experience on the First Aider PortalStep 1: The participant will need to create an account so he/she/they can complete theregistration process and access their electronic evaluation and certificate after the course. Thisstep can either be done prior to the class by sending your participants registration informationvia email (page 25-26), or after the class when they receive their pass/fail email (page 28-29).Step 3: Participant should click the blue Register tab. The student should fill in the emailaddress and create a password. Click the yellow Register button to create the account.Mental Health First Aid Instructor Portal GuideRevision Date: 02/06/2018 - v.130

Step 4: On the next screen, the participant should click the yellow Click here to continue to theFirst Aider Portal button.Step 5: The student should complete his/her/their profile:In the left column there are button links to the seven profile sections that need to becompleted.Mental Health First Aid Instructor Portal GuideRevision Date: 02/06/2018 - v.131

NOTE: As the participant clicks on each of the buttons in the left column, the information thatneeds to be completed will appear in the main column to the right.EXAMPLE: When the Your Basic Information button is pressed, this information will appear.Form fields that are required are marked with a red asterisk.Step 6: Complete all information required in the Profile tab.Mental Health First Aid Instructor Portal GuideRevision Date: 02/06/2018 - v.132

Step-by-Step: How the Participant Can Complete the Electronic EvaluationOnce the instructor (through the Instructor Portal) has updated the participant’s status asPassed, Failed or Absent, the participant will receive an email with instructions on how tocomplete the electronic evaluation.Sample --------------------------------Dear First Aider,Congratulations on successfully completing your Mental Health First Aid course and passing your quizon 2/1/2018. You join a network of more than 1 million Mental Health First Aiders making an impact incommunities across the country.Former First Lady Michelle Obama stated that Mental Health First Aid “really gives you the skills youneed to identify and ultimately help – someone in need.” You are now a part of this movement.As a Mental Health First Aider, you are now prepared to recognize the signs of distress and how tosupport someone living with a mental health or substance use challenge. Mental Health First Aiddoesn’t teach you to be a therapist, but it does teach you how you can provide initial help untilappropriate professional resources are available.Every person trained is an advocate who can step in and make a difference in someone’s life. Thankyou for making a difference.Welcome to the Mental Health First Aid family!Please take a few minutes to fill out the Course Evaluation to help us improve future courses. To takethe evaluation, click the link below, register for a First Aider account using this email address and clickto “My .org/firstaiders/my-evaluations/Once the course evaluation is completed, you will be able to download your certificate.Kind Wishes,Betsy SchwartzVice President of Public Education & Strategic -----------------The participant can also access the electronic evaluation directly through their account on theFirst Aider Portal.Mental Health First Aid Instructor Portal GuideRevision Date: 02/06/2018 - v.133

Step 1: The participant will log into the First Aider Portal using the credentials they registeredwith and select the My Courses tab in the Navigation Bar.Step 2: On the next screen, they will select Take Evaluation from the Actions dropdown on thefar right of your Course listing:Step 3: The participant will complete the evaluation and press the yellow Finish button.Mental Health First Aid Instructor Portal GuideRevision Date: 02/06/2018 - v.134

Electronic Evaluation Form participants will completeNOTE: Both the electronic and paper evaluation forms have been updated to include genderinclusive language and more consistent evaluation questions across the Youth and Adultversions.(continued next page)Mental Health First Aid Instructor Portal GuideRevision Date: 02/06/2018 - v.135

(continued next page)Mental Health First Aid Instructor Portal GuideRevision Date: 02/06/2018 - v.136

Mental Health First Aid Instructor Portal GuideRevision Date: 02/06/2018 - v.137

Step-by-Step: How the Participant Can Access the Certificate of CompletionOnce the participant has completed the electronic evaluation, he/she/they will be re-directedto a screen with a link to his/her/their certificate of completion.Mental Health First Aid Instructor Portal GuideRevision Date: 02/06/2018 - v.138

The participant can also re-download his/her/their certificate at any time by logging back intothe First Aider Portal.Step 1: Select the My Certificates tab from the blue Navigation Bar in the First Aider PortalStep 2: Select the yellow View Certificate button on the right side of the course listing.Step 3: When the dialog box pops up, save the certificate to your computer.NOTE: Participants who filled out paper evaluations will receive their certificate attached totheir pass/fail email (page 29).Mental Health First Aid Instructor Portal GuideRevision Date: 02/06/2018 - v.139

Mental Health First Aid Instructor Portal Guide Revision Date: 02/06/2018 - v.1 1 . Welcome! Thank you for making your community a happier, healthier, safer place for all by being a Mental Health First Aid Instructor. This docum