This Role has complete administrative privileges and control over the system. Administrators have the highest level of access and authority within the LMS and are responsible for managing all aspects of the LMS like Content Management, Event Management, Content Delivery, User Management, Resources, Settings and Reports.
The Learning Catalog page displays all the available curriculums in the repository which haven’t been assigned to the Learner. Depending on the curriculum configuration you could either self-assign the curriculum, request for the curriculum or purchase it online. Once the required approvals are done, the curriculum will appear in your learning plan.
This is the Learner’s main menu, offering a list of assigned Curriculums and Learning Paths by the Administrators. Learners can view their ongoing and completed learning journey along with Reward Points, Badges, Profile Settings and many other available features.
Competency skills are essentially a set of skills and abilities that are specific to a particular job role. These skills include both hard and soft skills. Learners can view the assigned Competency Skills under the Skills section and can achieve the skills by going through Trainings or Curriculums assigned.
Compliance skills refer to the skills and training that are mandatory for a job role.
In Transcript the Learner can view a detailed description for all the curriculums that have been completed or are in progress (Started state). This description will include details of all the Learning Elements within each Curriculum, CPD points awarded for each Learning Content and Compliance Skills achieved on completion of that Curriculum will also be displayed here. .
The Training Calendar will help the Learner to view the upcoming Events (Classroom, Online & Hybrid) for a particular month. It is divided into two categories – Plan Events and Catalog Events. Plan events will display only those events/sessions which are part of a curriculum that is already in your learning plan and is mandatory for you to attend. Whereas catalog events are those events/sessions that are a part of the curriculum available in your catalog. You can place a request to be a part of any such sessions.
CPD stands for Continuing Professional Development (also known as CPE/Continuing Professional Education). A lot of companies make use of such modules so that there is a defined structure in place to ensure that the employees develop relevant skill sets as per need and remain competent even with changing times. The Administrator can allot CPD points for E-Learning Contents as per requirement, which the Learners can earn when they successfully complete it for the first time. The CPD points earned by a Learner on completing a curriculum would also be mentioned in the certificate. Administrators can compare CPD points earned by different Learners.
If you are an instructor that has been appointed as a trainer for a virtual classroom, simply head to the Main Menu and click on ‘Virtual Classrooms’ link under the Instructor segment. You will be able to view all the upcoming virtual classroom sessions that have been assigned to you under the Active section. To host one, click on the ‘Start’ button for the respective VC. The Expired section will show you a list of all previously conducted as well as expired virtual classroom sessions.
When you are in the process of creating or editing a batch, you will find that you are provided with an exhaustive set of notification triggers, for various events such as Assignments, Updates, Cancellations, etc., intended for the purpose of keeping the Learners and Trainers notified. Click on the Modify option available under Email Notifications to add or remove the notification triggers associated with that batch.
To answer any support queries, first go to the Profile Menu and click on ‘Support Center’. A list of all the support queries received will be displayed along with their status and priority levels, if any. Click on the issue you wish to address and you will be able to view its details. Use the reply button available in the upper right corner to respond.
In the Automated Email notifications section under Settings main menu, you will find a section to set up templates for Batch level Emails. All the available notification triggers will be enlisted here and you can create the template with the specific Email Body, To and CC settings.
This section is a repository for all video training content. After adding the title and the description for the video, there is a choice to either upload a video saved on the desktop or to play video through a URL (eg. YouTube). When uploading from the desktop, the accepted formats for the video are, MP4/FLV/AVI/MPEG. The preferred formats are MP4 and FLV as their progress can be tracked.
After using the ‘Add’ option to create and set the video settings, the ‘Upload’ button can be used under “Upload On” section to upload the content.
There might be times when you face certain errors or technical issues on the platform, which need to be raised to the administrators for their quick and efficient resolution. Support Queries are used for just that. The Support option is available on the right side of the listing in main menu navigation, click and you will be able to view all the support queries posted by you along with the response from administrators. Click on the ‘+’ button to create new Support Query.
The Knowledge Centre serves as a library of information that includes the segments -Announcements, Polls, Documents and FAQs which the Learners can refer readily.
Any Announcements made, can be accessed by clicking on the ‘Announcements’ link. The Announcements are divided into the categories of Line Manager, Administrator and System depending upon the type of announcement and the relevancy of it to the User’s Role on the platform.
Reference documents and the FAQ section to solve any doubts can also be accessed in the Knowledge Centre. The Polls section will display the result of all polls conducted on the platform.
SAQ refers to Short Answer Questions. In this, a question of subjective nature will be asked wherein the Learner is expected to type in a short answer. Unlike MCQ, MRQ and MTQ, this cannot be automatically evaluated. Only minimum and maximum marks that can be obtained on answering the question based on its accuracy can be set beforehand.
MRQ refers to Multiple Response Question wherein a question along with few answer options is presented. Two or more options out of these is correct. The Learner is expected to read the question and choose the correct options. The marks received would be based on each correct and incorrect choice chosen.
Private Access Curriculums are not directly available to all Learners. These can only be assigned by Administrators. If a Learner is interested in enrolling for the curriculum, they have to first send in a Curriculum request, which can be accepted or rejected by the Administrator. Line Managers can also nominate their Team Members whom they think the curriculum should be assigned to, but even then, they are only enrolled in it, if the Administrator accepts the request.
If a curriculum is set to Private Access, it will still be visible to Learners as it doesn’t affect its visibility status.
The option to Maintain Content Sequence when building a curriculum lets the creator ensure the course is completed in the same sequence that it is being built and that a Learner cannot skip an element to do another before it. It is recommended to enable it if the curriculum would make better sense being completed in a certain pattern. (Eg. Assignments, Assessments and Feedback post having gone through the Course, Video and Reference Materials).
Public Access Curriculums are available to all Learners and can be self-assigned by anyone without first requiring to send in a curriculum request for approval to the Administrator. The accessibility status of a curriculum can be set whilst creating it.
MCQ refers to Multiple Choice Question wherein a question along with a few answer options is presented. One of these options is correct. The Learner is expected to read the question and choose the correct option.
Include Training Evaluation option is available when building a curriculum. It adds a standard Learner Reaction Survey form to the end of the curriculum to get feedback from the Learner about the curriculum and their experience with it.
This option can be used to manage the visibility of the Curriculums on the platform. Certain sensitive curriculums can be made visible only to specific Learners using this section.
On the LMS platform, there are several key roles: Learner, Instructor, Sub Admin, and Administrator. Users may possess a combination of these roles, depending on the level of privileges required and their expected role on the platform. Learners have the fewest privileges, while Administrators have the most. Additionally, there is a Line Manager role, which becomes available if the user has team members reporting to them on the LMS. Line Managers can undertake various activities on the platform, such as nominating team members for curriculums or learning paths, managing events, providing feedback, accessing reports, and approving assessment requests etc.
The platform offers a variety of reports designed to monitor, track, analyze, and compare learner activity and progress effectively. Standard reports include the Curriculum Progress Report, Detailed Progress Report, Assessment Analysis Report, Competency Skill Gap Report, Event Details Report, among others. These reports play a vital role in transforming activity data into actionable insights, tailored to the specific needs of users depending on the selected report type.
Seat Time refers to the amount of time a Learner would have to dedicate to complete a given E-Learning Element or the entire curriculum. It is mentioned so that the Learner can plan accordingly beforehand and manage their time efficiently. It is recommended to always add it when uploading any E-Learning element. In the case of videos, the seat time would be the duration of the video.
If Seat Time is not added for any element, it will roughly estimate a certain amount of time for it, but it isn’t always accurate and that is why it is better practice to assign a tentative seat time to all elements. When building a curriculum, it’s better to let it auto calculate the seat time by adding the seat time associated with all the added E-Learning elements.
Changing your profile details is easy! All you have to do is go to the Main Menu Options and click on the Settings Icon on the right side, third from the top. This will take you to a page where you can view and edit all profile related aspects such as your password, your personal details, the language you prefer, your profile picture, time zone and notification preferences. Additionally, you can also check out the organizational details, diagnostics and disclaimer sections.
A Learning Path comprises various curriculums integrated with diverse content types such as Courses, Media, Assessments, ILT/VILT Sessions, and more. It represents a structured and sequenced learning journey crafted to guide learners in mastering specific skill sets.
1.They provide learners with a structured pathway to monitor their progress towards defined learning objectives and guide them towards achieving a goal.
2.A Learning Path centers on the learner's present career aspirations and the skills required by the company, aligning with their current needs.
3.They offer a comprehensive and integrated approach, allowing learners to save time by completing a path rather than individual modules.
Communities can be established for each curriculum, enabling enrolled learners to engage in discussions and collaborate on curriculum-related topics. This feature is a component of the Social Learning aspect of the UpsideLMS Platform, fostering informal learning through knowledge sharing among peers. This enriches the learning experience, making it more dynamic and engaging for learners.
A Curriculum refers to a training program that is to be delivered to the Learners so that relevant knowledge can be imparted to them and/or to help Learners develop certain skill sets.
It is built as a collection of various E-Learning elements available on the LMS platform that have their dedicated repositories such as Courses, Media, Reference Materials, Assessment, Assignments, Surveys/Feedback, and Classroom , Virtual and Hybrid Sessions, to create a comprehensive training program. Settings for all the elements are customizable on an individual level and can be edited to make any required changes later on as well, which would reflect in the curriculum too.
When creating a Curriculum, a host of options are available to the user through which they get to set factors such as –
• ‘Curriculum Start Date’
• ‘Curriculum End Date’
• ‘Duration in which the Course has to be completed’
• ‘Certificate – Available / Not Available’
• ‘Rating’
• ‘Access Type – Public / Private Access’
• ‘Skills Tagged if any’
• ‘Seat Time’
• ‘CPD points achievable’
• ‘Access Rights to Administrators’
After the creation of the Curriculum, ‘Build’ option can be used to add relevant elements to it wherein the sequence of those elements and whether or not they are mandatory for the completion of the course can also be set.
If one or more content(s) appear locked in your curriculum, it is due to the visibility settings set for that content by the Administrators, and the contents will be revealed as you proceed in the Curriculum. Please get in touch with your Administrators by posting a query if you think this is a mistake so that it can be resolved at the earliest.
The E-Learning Section is used for the purpose of managing all content on the platform. Under the section, the following element repositories are available –
• Courses
• Media
• Assignments
• Surveys/Feedbacks
• Reference Materials
Content on the platform can be made available by uploading it under the respective element repositories, according to the nature and type of the content being added. Any further edits or settings for the uploaded content can also be tweaked in the repository itself.
The E-Learning section helps in maintaining a log of all the existing content available on the platform, editing the info and settings associated with it and for adjusting its availability status.
In this content type , Assignments can be made by the Administrators which can be then built in to curriculum. This includes assignments that are to be administered online as well as the ones to be conducted in real time, face-to-face.
There are options available to set the duration (Days) within which the assignment has to be completed and submitted and also scores can be added (Maximum and Passing). A document can be uploaded, to explain the task to be completed by the Learner.
This section can be used to manage all Assessments on the platform. It is used to conduct tests and assessments as a part of the curriculum for Learners to understand their grasp on a particular topic they learned or to evaluate their knowledge.
In the sub section called “Question Bank”, multiple sets of questions related to various topics can be added. When adding a question bank, there are four types of questions that can be added which are, MCQ (Multiple Choice Question), MRQ (Multiple Response Question), MTQ (Match The Question), SAQ (Short Answer Question), which can be further differentiated individually by its difficulty level – Easy, Medium, Difficult.
After adding question sets in the question bank, an assessment can be created. There are options that allow introduction to multiple sections in the test, with each using one or more question sets. Even when adding a question set, there are options to tweak the number of questions added to the assessment of a particular type (MCQ, MRQ, MTQ, SAQ) and based on its difficulty level (Easy, Medium, Difficult) which gives a lot of freedom whilst designing an Assessment.
All questions, except SAQ can be evaluated automatically based on the scoring system and passing score set.
A Course is a type of training content that is specifically designed by training content providers or by in-house experts that usually adheres to SCORM 1.2 or AICC compliance standards, among other options such as SCORM 2004, Tin Can (xAPI) and Proprietary (HTML). The compliance standard reflects the way the content has been designed and how it interacts with the LMS.
There are a lot of course authoring tools available in the market that enables course creation in the desired format. Apart from that, even PPT files can be converted into HTML format (Proprietary).
After using the ‘Add’ option to create and set the course settings, the ‘Upload’ button can be used under “Upload Status” section to upload the content.
AI-powered LMS, mobile-ready, SaaS Learning Management System for eLearning, Classroom Training, Virtual Training, Gamification, Social Learning and Mobile Learning.
UpsideLMS provides multi-lingual support and offers a range of languages for you to choose from, so that you can switch between languages as and when required. You can update your language preference by heading to the Profile Settings segment under the Settings Menu. The languages currently supported by the platform are –
- English (Default Language)
- Arabic
- Chinese
- French
- Hindi
- Spanish
- Vietnamese
- Thai
- Dutch
- Turkish
- Indonesian
Yes! You can customize your portal to suit your needs. Head to the Branding section under the Settings menu and get the desired look and feel for your LMS by uploading your company logo, setting the colour schemes and deciding on the header images for the platform. These options will help you tweak the appearance of the platform so that it is more in line with the company’s vision or identity.
Due to the subjective nature of SAQs and Assignments they cannot be automatically evaluated and assigned marks to, so for this purpose the Administrator or the Instructor has to manually go over the answers handed in by the Learner and evaluate it. The marks can be given according to the quality and accuracy of the answer in between the pre-decided range of minimum and maximum achievable marks.
The option to evaluate SAQ and Assignments is available ‘Under Tasks’ menu. When either ‘Assignment’ or ‘Short Answers’ option is clicked, it will display a list of curriculums that are using the respective element.
For Assignment, click ‘View Learners’ under the Actions menu. It will display a list of all Learners the course was assigned, which will display whether or not they have completed the assignment, some other details and the option to evaluate the assignment. For Short Answer Questions, click ‘View Learners’, and then click on the one you want to evaluate.
Communities can be created by Learners, Instructors & Administrators if given privileges.
Yes, Administrators can provide a grace period to the learners to complete the curriculum before restricting learner’s access to that curriculum.
What are the ‘Total Samples’ and ‘Total Attempts’ fields used for when creating an Assessment?
When creating an assessment there is an option to choose the number of Samples that can be created, which is to give an indicative idea of the type and sort of questions that can be expected in the final assessment. Whereas, the number of Attempts refers to the number of times a Learner can attempt an assessment to obtain the passing score. If the Learner exhausts all attempts and doesn’t manage to obtain the passing score, it would be considered that they failed the test. Administrator always has the option to reset the attempt/s of the Learners to provide for more chances is needed.
Appointed Administrators play the role of Community Moderators to manually inspect content/ comments posted by users and remove the same if found inappropriate.
Go to the Content Menu and click on Assign link available under the Certifications section. You will be presented with a list of all External Certifications that have been created. Locate the one you would like to assign and with the help of the action drop down menu, click on the Assign link. With the help of the +Add button, select the learners you wish to assign the certification to from the list of users and click on the Assign button.
In this Content Type the Administrator can create Surveys or Feedback that can be added to the curriculums. This can be used to gather opinions, ideas and reviews from the Learners to possibly better optimize the curriculums in the future or for any other purposes (example: decision making). When adding one to the repository, the first thing to do is choose whether it is a Survey or Feedback, then add related details. Once it has been created, 'Manage Questions' under actions can be selected to Add, Edit and Delete questions in the Survey/Feedback.
Sequential Learning is a structured method defined by an admin for learners to complete the Learning path in the pre-defined sequence.
Learning Groups are used to group users on the platform that have some of the same components in their learning plan. You can create a learning group from User Management option. Once you have created a learning group, you can easily assign curriculums and certifications to members of the group as well as add any more users to the group.
A Curriculum is a component of your learning experience, comprising diverse learning elements such as Courses, Media, Reference Materials, Assessments, ILT & VILT Training, and more. A learning path, on the other hand, is a curated sequence of Curriculums interconnected in a structured manner.
The Leaderboard is an integral component of the LMS's gamification feature, designed to inspire learners through friendly competition. Administrators establish gamification points for various activities, which learners can earn upon completing those tasks. Learners can easily view their accumulated points in the upper right corner of their screen. Additionally, they can check the Leaderboard to gauge their performance relative to other learners, both within their team and across the entire platform.
When you are creating a user account, you will find the option to set an expiry date for the account. The account will automatically get deactivated on the expiry date.
Yes, you get the Certificate of Completion once you complete the Learning Path successfully, as per the defined criterions.
A Milestone is a mark of the learner’s progress in a learning journey added by an admin, achieved by learners when they complete respective sections of the Learning Path.
The Skills Level sets module is used to create and manage sets of multiple skill levels clubbed together to be used as a uniform-scale rating for any given competency. When you are creating a skill, you are required to pick out a skill level set, which will be used to define the proficiency levels on which the skill will be measured.
You need to complete the relevant Curriculums to attain Skills required for your role. The My Learning screen displays the Skill-based Recommendation where you can find all Curriculums that you can undertake to attain the required and desired skills.
Under the main menu, you can also check out the ‘Skills’ section, more specifically the ‘Compliance’ and ‘Competency’ sub sections to get a better understanding of the skills you are expected to develop and the level of mastery you need to achieve in them.
For each skill mentioned in these sections, there will be relevant curriculums that would be visible either from the ones already in your Learning Plan or the Catalog. If no curriculum is available in either, place a training request so that you can develop the skill.
Once a curriculum is assigned to you, you do not have the option to remove it from your learning plan. If required, please connect with your Administrator offline to request them to unassign the curriculum.
Will the number of attempts I take to pass an assessment be visible to the administrator?
Yes. The administrator will be able to view the number of attempts it took for you to pass any given assessment.
For any given assessment, the total attempts allowed is pre-defined. If you have exhausted the number of attempts allowed but haven’t managed to earn the passing score, you would have essentially failed the assessment. Administrators can reset the number of attempts at their discretion.
Also, you can request for additional attempts if the admin has allowed the learners to request for attempts for the assessment.
Yes. You can unassign one or more curriculums after they have been assigned to learners. They will be notified about the same. Once you have unassigned curriculum to the learner/s, it will not be displayed anywhere to the learner on their portal.
If you have training sessions to the curriculums and then try to unassign the learners, it will not be allowed.
Yes. You can unassign one or more curriculums after they have been completed by the learners. They will be notified about the same. Once you have unassigned curriculum to the learner/s, it will not be displayed anywhere to the learner on their portal. Details about the completed curriculum will no longer reflect in their Transcript report either. Any CPD points that were earned by the learners on completion of the curriculum, will be retained.
Go to Content menu and click on the Assign Single link available under the Curriculum section. Scroll until you find the curriculum you wish to unassign for learner(s) and click on Assign Learners link. You will find a list of all the Learners that have been assigned the curriculum. Tick the checkbox for the learner(s) and click on the Unassign button available in the upper right corner.
You can also Bulk Unassign Curriculums to the learner by uploading an excel sheet with Curriculum and learner details. This option is available under Contents main menu.
This section is a repository for E-Learning documents, PDFs and files. Any article or reading material that has to be added in a Curriculum has to be first added in this section.
After adding the name and the description to the Reference Material, there is an option to upload a document, or type in a URL from where the document is to be displayed. Although not mandatory, it is recommended to add seat time details so that the Learner can allocate time accordingly.
The external certifications segment helps you track your training and development activities outside of the LMS. Administrators might assign certain certifications for you to achieve that might involve an external training event. Once you have earned the certification, you can upload it in this section. On approval, you will receive the CPD points allocated and achieve the skills that are mapped to the certification, if any. Additionally, you also have the option to upload any further certifications which you have achieved that are not part of your current Learning Plan.
Once approved by your Admin or Line Manager it will be added as a valid certificate against your profile.
The discussion board is an area where you can collaborate with other fellow LMS users to discuss and share your knowledge, ideas, views, etc. with. You can check out existing Discussion Board topics that have been added by other learners and contribute to them by adding new relevant sub topics for discussion and responding to any previously posted sub topics. You can create a new discussion board topic as well if you would like to.
If you have any queries related to a content or curriculum in your learning plan, you can get them cleared easily! Using the Main Menu head to the My Queries section under the Learning segment. A list of any previously raised queries will be displayed along with the option to View the response you have received and reply to it.
To raise a new query, click on the ‘+’ symbol. Fill out the required details starting with an appropriate title. Write about your query in detail, select the curriculum and content it is related to and click on the Add button.
You can connect and socialize with your fellow UpsideLMS users on the platform by exchanging messages with them. When you click on the Messages link, it will show you all the messages you have received so far, if any. To respond to them, simply click on the name of the person that has sent you the message and click on Messages to reply or to post a direct message on their profile.
If you think that the training you need is not available in the system, you can raise a request query to the Admin who will evaluate the need of the training and accordingly bring it in LMS or assign an external certification for the same. A conversation thread will be generated here, where you can chat to help the Admin understand your need.
Can I add or remove members from Learning Groups after assigning curriculums and/or certifications?
You can add or remove users from learning groups even after assigning curriculums and/or certifications to the group. However, the Curriculums and Certifications will still be assigned to those learners.
If you are looking change or cancel your allotted batch, head to the curriculum of which the batch is a part of. Under the Contents section, locate the classroom session and with the help of the corresponding three vertical dots, access the options available. Click on the change batch option. A pop-up box will open that will display the batch that you have already enrolled in and a list of alternate batches available. If you only wish to cancel the allotted batch, click on the Cancel button available. If you are looking to change your batch, click on the enroll now button instead for the alternate batch you want to be allotted to.
As a learner, if there is any event that you would like to be a part of, you can go ahead and place a request for it. Look for the curriculum in your catalog or learning plan, that has the desired batch and click on it. Under the Contents section, locate the training session you wish to attend and click on the Enroll Now button which will display a list of Batches available for that session and you can join one of them with the help of the Enroll button.
Some curriculums need to be completed in a stipulated period of time, failing which the curriculum will expire. Once a curriculum has expired you can no longer access the learning contents that are a part of it, but you can contact your Administrator offline be to get an extension, if needed.
Quick overview of your activity and progress on the platform along with the details of upcoming events, announcements and polls. Overall progress with respect to the Curriculums that are a part of your learning plan is displayed. Clicking on it will take you to the “My Learning” Page so that you can resume your learning journey.
Graph for CPD displays the CPD points earned by completing certain learning components as compared to the maximum achievable upon completing all the curriculums added in your learning plan. You can click here to get a breakdown of the points you have earned so far.
Compliance Graph displays the compliances that you have achieved, have not achieved and the ones that have expired. Head to the compliance section by clicking here.
Apart from the above-given charts, there will be separate sections that list all your Recent Activities, Upcoming Events, Announcements, Poll Questions.
Go to the Main Menu Option and click on the Settings Icon. Head to the Notifications section, and check out the activities for which the Line Manager can receive notifications. You have the option to select one or more triggers based on the activities performed by your team members such as placing a –
• Curriculum Request
• Certification Request
• Training Request
• Batch Nomination Request
• Help Desk Issue
You can also regulate the frequency – weekly, fortnightly or monthly, for the summarized team progress and activity emails. Choose the ‘never’ option if you would like not to be bothered by these.
If you wish to change your password, simply go to the Main Menu Options and click on the Settings Icon on the right side, third from the top. It will take you to the page where you can view and edit your profile details, including your password. Type in your old password and the new password you would like to replace it with and click on the ‘Update Password’ button.
Use the CPD (Continuous Professional Development) points section under the My Learning segment to keep track of the points that you have earned through curriculums and certifications. It will display the number of curriculums that are a part of your learning plan as well as the certifications you have achieved. A list of curriculums with only the elements that you have completed will be reflected, along with their individual CPD Points.
Nominate your team members to any curriculum you would like for them to do, with the help of the Team Catalog segment. Under the main menu options, head to the Team Catalog segment under the My Team section. You can choose the team you would like to nominate for the curriculums (Direct Team or Extended Team). Look for the curriculum that you wish to assign in the catalog or directly search using the keywords if there is a specific one that are trying to find.
When you click on the curriculum, a pop up box will open wherein you can nominate one or more team members to the curriculum and also check out the list of team members that you have already nominated to the curriculum, if any.
Communities are similar to discussion boards in a way, but they are more related to shared common interests and are membership-based. You can create and manage your own communities as well as join existing communities of your interests. Communities are also Curriculum based, where all the learners undertaking a Curriculum are automatically added in that Community.
The Skills levels module is used for the purpose of defining the levels of competencies so that they can be graded. Skill levels depict how proficient a learner is with a certain skill and they are mapped with user’s role as well as curriculums and certifications. Curriculum recommendations are provided to the learners based on these Skill levels associated with their role for them to stay competent and also to upscale themselves.
UpsideLMS gives you the option to setup SMS messages, so that you can keep the Learner’s informed about various events via SMS. Go to the Settings Menu and click on the Mobile Messages link under the Notifications menu. You will find a list of events for which notifications can be sent to learners categorized as account, batch and curriculum related events. You have the option to create SMS templates in multiple languages so that Learners are kept updated about specific events in their selected language. To set up the messages, click on the event you would like it for, write up messages in one or more languages and click on ‘Save Message’.
You can check out the time spent by any learner on any given curriculum and more with the help of the Detailed Progress Report. Go to the Reports Menu and click on the All Reports link. A host of report templates will be available for you to choose from. Click on the “Detailed Progress Report”. Use filters like Curriculum, Users, etc. to narrow down the list of results displayed. For each entry, there will be a segment that mentions the seat time as well as one that mentions the time spent by the learner.
There are multiple ways in which you can assign a Curriculum to a learner. Mentioned below are the same:
- Assign Single: Go to Content menu and click on the Assign Single link available under the Curriculum section. Scroll until you find the curriculum you wish to unassign for learner(s) and click on Assign Learners link. With the help of the +Add button, select the learners you wish to assign the curriculum to from the list of users and click on the Assign button.
- Assign Multiple: Go to the Content Menu, Select the Multiple option and multi select curriculums to assign to the learners.
- Bulk Upload: You can upload an excel file with the Curriculum and Learner details to assign the Curriculum to them.
- Auto-Assignment Rule: You can create an auto-assignment rule based on the master data fields and associate default curriculums to it. When any learner matches the requirements of the rule the specific set of Curriculums will be assigned to them. This can be used in cases where there are role specific curriculums to be completed.
- Learning Groups: You can build a learning group with specific users and associate multiple default curriculums to it. When any learner will be added to this group, then entire set of curriculums will be assigned to them.
The Quick Links is a very versatile feature that provides you with a host of options at your fingertips. You will be able to access majority of the functions on the platform with the help of this facility. This feature is located at the upper right side of and looks like an arrow. Under the Manage segment, find the options to Add Content, Classroom Training Sessions, Virtual Classroom Session, Users. You can use the Reports segment to access the frequently used report templates easily.
The bell notification will let you quickly take a glance at all the various types of requests you have received from learners and users. To address any of them, click on the View Details link given for each type of request. The requests covered by this feature are -
• Learner's Curriculum Nomination Requests
• Curriculum Nomination Requests by LM
• Learner's Batch Nomination Requests
• Learner's Training Requests
• Learner's Certification Requests
To unlock a locked account, head to the Locked Accounts segment in the Team Menu. Click on the Unlock option available under the Action drop-down menu for the account that you wish to unlock.
You will find the option to reset password for any user. Head to the Teams menu and click on the Users link. Use the Action drop-down menu to access the reset password option. This will send an email to the user with a link that they can use to change their password. Their account will get locked until the time they change their password.
Alternatively, you can also change the password for a user yourself by clicking on the Edit option under the Action drop-down menu. In the password segment, use the change option to type in a new password and click on the Update button once done. Please let the user know of the new password.
A sub administrator doesn’t always require access to all the modules that are available on the platform. When you are creating a sub-admin user account, when you chose the sub-admin role from the drop-down menu, a list of modules will be displayed.
• Content Management
• Content Delivery
• Batch Management
• Resources
• Reports
These options will be checked by default. Simply uncheck the module options that you do not want the sub-admin to have access to.
If you wish to make any given curriculum unavailable to users, go to the Content Menu and head to the Curriculum segment. Locate the curriculum you are looking for and use the curriculum settings menu click to access the Edit option. You have two options in the status field – Available and Unavailable. Click on Unavailable and then on the Save and Exit button.
Any curriculum once marked as unavailable will not be visible or accessible to anyone including the learners the curriculum was assigned to.
Access rights refer to the level of authority other Administrators can be given over a curriculum, and are set by the Admin creating the curriculum. The rights include being able to use functions related to managing a curriculum such as - Read, Edit, Delete, Build, Auto Assignment Rules, Learning Groups and Delivery Access. These rights can be enabled as per the requirements. The Administrator that creates the curriculum gets all these rights by default.
MTQ refers to Match The Question wherein multiple pairs of related aspects would be displayed in two columns. The Learner is expected to match the correct pairs by choosing an option from one column and its related option from the second column. The marking system would be based on each correct and incorrect pair selected.
Categories and sub categories can be created on the platform which can be mapped to curriculums and certifications to categorize them efficiently. Curriculums that are mapped to a category will be displayed in the learner’s catalog under a separate section with the name of the category.
How can I ensure that a curriculum is only visible and accessible to Learner(s) during a specific time period?
When you are creating a curriculum, there are two fields available – ‘Curriculum Start Date’ and ‘Curriculum End Date’, in the ‘Step 1’ of the process wherein you can define a specific time period until which the curriculum will remain visible and accessible to learners. If the learner hasn’t managed to complete the curriculum before the specified time period is over, then the curriculum expires. They no longer have the option to view or access the learning contents that were a part of the curriculum.
Keep in mind that once the curriculum start and end dates have been defined and the curriculum is assigned to a learner, they can no longer be modified anymore.
The duration option that is available when creating or editing a curriculum can be used to define the number of days within which a given curriculum has to be completed by the learner. The duration will either be calculated according to the curriculum assigned date or curriculum start date, whichever one is greater. If the curriculum is not completed within the fixed duration after starting it, then the curriculum will expire.
Yes! You can use create and manage polls for learners very easily by using the Polls Module available in the Content Menu. The Poll will be visible to all the learners on their dashboard, they can answer the same if they would like to before the defined end date for the poll. The Poll results will be displayed in respective report.
In cases where a course is a part of two or more curriculums which are assigned to the learners and they need to re-do the course that they have already completed in one curriculum, to complete another curriculum. To avoid unnecessary repetition, you can choose to enable this option, which will sync the course completion status across all curriculums that have this particular course in the learner’s Plan and Archive. Once you have enabled this option it can be disabled accept for in assessments.
ILT stands for Instructor-Led Training. It is a conventional training method where an instructor conducts the lesson in a classroom-like environment. ILT sessions can be held either at a physical location i.e. a classroom session or online i.e. Virtual classroom sessions. You can add sessions as part of a curriculum to make ILT a part of it.
SCORM is one of the course formats accepted by the platform. It stands for Shareable Content Object Reference Model and is a collection of standards and specification for web-based e-learning.
Any specific reports that you would like to receive or send regular updates to someone, you can do so by filtering and scheduling them. In the schedule section, you can define the subject and the body of the email, type in the email IDs in the To, CC and BCC section, set up the frequency of the email, the start date and end date (Optional). For example, if your intention is for a Senior Manager to receive weekly updates on their team member's progress as a collective unit or on an individual level, you can filter their progress details separately and schedule the mail to be sent every week.
To answer any learner queries, go to the Tasks Menu. Click on the ‘Queries For Me’ segment under the Requests section. A list of all training queries received will be displayed, if any. Using the action drop down menu click on the View Conversation option. You can use the Reply button in the pop-up box to respond to the query.
Set up your email notification preferences by heading to the Profile Settings segment under the Settings Menu. Under the Email Notifications section, you will be presented with a list of various triggers for which you might like to receive notifications for, in which case just check the corresponding boxes. You can choose to receive notification every time you receive a –
• Curriculum Request
• Assignment for Evaluation
• Batch Nomination Request
• Training Query
• External Certification
You can change the set start date and end date of a curriculum, if you haven’t yet assigned the curriculum to any learner. Once it has been assigned to even one learner, the curriculum start date and end date can no longer be modified. If you would like to stipulate a certain time period for which a given curriculum should be available to learners depending on when they access it for the first time, then please make use of the Duration field instead of the start and end date fields.
Test Score refers to the marks obtained by a Learner after taking an assessment. It depends on the Scoring Metrics used by the creator of the Assessment. There are options to set marks obtained for correct answers and marks that are deducted for each incorrect answer and unattempted question. It is also mandatory to set a passing score, so that it can be determined whether a Learner has passed or failed a certain assessment. These details will be visible to the Learner along with the number of times they can attempt the test again when they click on it in the content section of their curriculum.