Group Administration Help Articles

Assignments

You can assign individual courses from our course libraries or your own in-house courses to your providers. This is done through the “Assignments Tab.” To access assignments, click on the “Assignments” button on the left-hand panel. From the assignment page you can view your existing assignments, or create a new one. Creating A New Assignment…

Certificate and Evaluation Templates

Certificate Templates To access templates, click on “Certificate Templates” in the left-hand navigation. Certificate templates can be used with courses or exams that you build inside of the platform. Existing templates can be managed here, or new ones created. To create a new template, click “New Certificate Template” on the top. When building a certificate,…

External Training Records

You can manage and import external training records. Both options can be found in the left-hand navigation. Importing External Training Records Clicking the “External Record Import” button takes you to this page. From here, you can upload records from classes attended outside of our platform. Training you did in-person with your staff can also be…

Group Administration Dashboard

Group administrators will have all of the tabs that an individual learner would see. In addition to those tabs, administrative feature tabs are also added. Note that all features listed may not be included in your account. Features are unlocked depending on what your group has purchased. On the Administrative Dashboard, there is an area…

In-House Courses

In-house courses are a way to push content out to your employees that they can consume through the platform. If you are teaching in a classroom setting but want to do the exams online, use the in-house exam feature. To build an in-house course, click the “In-House Courses” tab. To build a new course, click…

In-House Exams

In-house exams are for situations where you are teaching in a classroom setting, but want to do exams online. The setup of the exam works very similarly to creating in-house courses except no course content is uploaded. Click the “In-House Exams” button on the left-hand navigation. Any in-house exams you’ve already built will be listed…

Notifications

To send notifications to your employees, you can use the notifications tab. Click “Notifications” in the left-hand column. Notifications are listed below. To create a new notification, click the “New Notification” button at the top. You can add documents to the message. Add a subject, as well as the message you want to send. After…

Personnel Records

You can manage your employees and their progress using Personnel Records. Click on the “Personnel Records” tab from the left-hand column of the dashboard.   Use the filters at the top to find the employee or group of employees you’d like information on. Hitting the “Completion Report” button will display information based on the information…

Reports

To access reports, click the “Reports” button in the left-hand column. The report shows enrollment records for each employee in your organization. You can use the filters to narrow the employees and courses you want to look at. Once you have narrowed things to what you want to see, click the “Run Report” button. This…

Schedule a Live Course

Before scheduling a live course, make sure you have created and in-house exam or course already. At the end of any course you teach in-person, there should be an exam an assessment. The platform’s role is manage the employees attending a live course and to assign those employees and exam that you don’t have to…