LMS365 User Guide

  1. 1. The LMS365 App

The LMS365 is used for creating and managing courses and training plans as well as adding content packages, learning modules, assignments, and quizzes to the course sites, assigning certificates to learners for course/training plan completion and provides a catalog of courses and training plans for users to enroll.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  1. 2. Configuring Course Catalog

NOTE:

If you had the LMS365 | Course Creator & Catalog Add-in installed, and then updated it to the latest version, you will be proposed to update the Course Catalog web part. On the web part, you will see the following message:

 

Рисунок 46

 

After you click ‘Migrate’ button, the web part will be updated, and to all of your courses a new Course Home page will be applied. If you click ‘No, don’t show anymore’ button, the old web part will remain.

To see more information on what will happen after the migration, please see our Help Center article.

After the migration has run, you will see the following message:

 

Рисунок 59

 

Please pay attention, that if you replace the old Course Catalog with the new one manually (without running the migration), it will be impossible to enroll in the courses and training plans. New Course Catalog requires New Course/Training Plan Home pages to have the ‘Enroll’ possibility.

If you install the app for the first time, new Course Catalog web part will be available.

 

By default, the Course Catalog web part displays a list of all published courses and training plans. If ‘Highest Ranked Courses’ option is enabled in the Course Catalog Settings, the most popular courses/training plans (depending on their rating) will also be shown:

Рисунок 1345054482

 

NOTE:

You can switch between two views of the Course Catalog: Card View and List View using appropriate buttons at the top of the page if ‘Selector Switch’ option is enabled in the settings:

 

Рисунок 1345054521

 

NOTE:

Please be advised that the training in the Course Catalog are displayed to users according to their roles. It means that if a user is not present in any course or training plan group (Learners; Administrators; Visitors), the training will not be shown in the Course Catalog for him. Course Catalog Administrators see all training in the Course Catalog.

 

You can see detailed information about the course/training plan by clicking on the card or item area (depending on the view):

 

Рисунок 1345054503

 

In the opened details callout, you can switch between tabs to see a list of learning modules included, course sessions (for Classroom & Blended and Webinar course types), and courses with the description (for training plans).

After that, you can click View Course/View Training Plan button to go to the Course/Training Plan Home Page (it is possible to enroll only from the home pages).

By default, filters are hidden from the Course Catalog. To enable filtering, you should select ‘Show Filters’ option in the Course Catalog Settings (to see filters you can click Filters icon Рисунок 383953905). After that, it will be possible to filter courses and training plans by Category as well as by Course Type and Course Date:

 

Рисунок 1345054532

 

Select necessary categories/course types to see the needed courses/training plans (the number of courses/training plans that correspond to the set filtering will be displayed in brackets next to the category /course type title):

 

Рисунок 1345054533

 

Using Course Session(s) Dates filter you can set Start and End date period of the course sessions (start and end dates of the course session should fall in the set period to filter the course):

 

Рисунок 1345054534

 

Classroom & Blended Training and Webinar courses will be filtered by start and end dates of the course sessions (courses without sessions will not be filtered). If there are no active course sessions for all courses, this filter is hidden. E-learning courses cannot be sorted using this filter.

If no courses/training plans are found according to the set filtering, you will see the following message:

 

Рисунок 43

 

To customize Course Catalog web part as well as filters, go to the Course Catalog Settings by clicking the appropriate icon (Рисунок 6) at the top of the page:

 

Рисунок 839122778

In the Catalog Content Editor section you can perform the following actions:

  1. 1. Edit your Catalog’s title (to do this, click Edit link):

 

Рисунок 402

 

  1. 2. Change the description of your Course Catalog using rich-text editor (to do this, click Edit link):

 

Рисунок 403

 

  1. 3. Set how to order the courses inside the categories and the course list (Newest Courses First, Oldest Courses First, Alphabetically, and Highest Ranked Courses options are available). Settings specified by the Administrator will be applied for all users.

 

NOTE:

However, learner can use Arrange by filter on the Course Catalog web part to sort courses as he needs:

 

Рисунок 383953893

 

These settings will be applied only once, next time learner visits the Course Catalog, he will see settings specified by Administrator.

 

  1. 4. Select whether to show view selector on the web part and set the default view (Card or List):

 

Рисунок 7

 

By default, Selector Switch option is enabled. When the option is enabled and one of the views is set as default (select the needed one from the drop-down list in the Card/List View field), it will be shown to learners when they open the Course Catalog (but they will still have the possibility to change it). If you disable this option, selector between two views will not be displayed on the web part and the Course Catalog will have the view set in the ‘Card/List View’ field.

  1. 5. Select whether to show detailed view of the trainings or not:

 

Рисунок 1345054535

 

If this option is selected, details callout will be opened by clicking the training card, otherwise (if the option is not selected), user will be redirected to the training’s home page by clicking the training card.

  1. 6. Specify number of courses displayed by default per category:

 

Рисунок 413

 

The default value is set to 18, and maximum number of courses per category can be set to 50 (minimum value is 1).

  1. 7. Specify whether to display highest ranked courses (based on their ratings) and set number of courses to display in this section:

 

Рисунок 412

 

The default value is set to 6, and maximum number of highest ranked courses can be set to 50 (minimum value is 1).

 

In the Filters section you are able to choose whether to show filters as a left-side menu or on demand (Filters icon Рисунок 414 will appear next to the Settings one), configure categories, select whether to show count or not, and select what course types to display in filters as well as enable/disable course date filter:

 

Рисунок 839122763

 

You can use drag-and-drop functionality to change order of the course types displayed in the filter:

 

Рисунок 839122764

 

Click Edit link next to the Categories to change the default settings:

 

Рисунок 839122766

 

In the Category Options (Left Navigation) section, you can specify whether to display Categories filter as well as to select how much and what categories to display:

 

Рисунок 839122767

 

In the Category Options (Course List) section, you can select what categories to use for displaying courses on the web part:

 

Рисунок 478

 

In the Category Options (Browse Buttons), you can specify what categories to display as buttons for filtering on the web part:

 

Рисунок 839122768

 

This view can be also configured in the Administration back-end. To change Course Catalog settings click Settings menu in the Administration back-end:

 

Рисунок 2

 

In the LMS Configuration section, you can set:

 

Рисунок 1345054491

 

  • Course rating settings (for the new version of the Course Catalog web part) – enables displaying course/training plan rating:

 

Рисунок 1345054472

 

NOTE:

Common rating is calculated as an average of all received (not hidden) ratings. Number of all ratings is displayed next to the common rating. If no rating is set for the course/training plan, rating stars will be greyed out.

If Show Rating option is disabled, sorting by Highest Ranked Courses will be hidden from the Course Catalog web part and Manage Rating option will be hidden from the Course/Training Plan Management.

 

  • Course Sessions Display – allows setting maximum number of the course sessions to show before the More sessions link on the Course Home page and in the information callout on the Course Catalog (default value is 5):

 

Рисунок 1345054517

 

Deprecated Settings:

  • Tab Configuration (for the old version of the Course Catalog web part) – allows configuring which tabs will be displayed in the course catalog (All Available, Optional, Required, Completed, Pending Approval, Enrolled):

Рисунок 1345054649

 

  • Enrollment settings (for the old version of the Course Catalog web part) – enables displaying enrollment link in the Course Catalog:

Рисунок 1345054650

 

  • Certificate settings (for the old version of the Course Catalog web part) – enables displaying certificates of completed courses and training plans:

Рисунок 839122755

 

 

NOTE:

In the old admin center there is a possibility to navigate to Add-in Administration page of any course/training plan from the Course Catalog Administration page. To do this, click navigation link “SCORM & AICC Player”, “Learning Module Builder”, “Assignment & Gradebook” or “Quiz” on the Course Catalog Administration page:

 

Picture 27

 

A modal dialog will appear with the list of all courses/training plans where the selected Add-in is installed:

 

Picture 1345054640

 

After clicking the course or training plan name, you will navigate to the Add-in Administration page of the selected course or training plan correspondingly:

 

Picture 1345054641

 

It is possible to go to other courses/training plans using these navigation links ONLY from Course Catalog Administration page. If you click these navigation links on Administration page of any other add-in, a dialog with courses/training plans list will not open, you will just be redirected to the settings of the selected add-in on the same site.

 

  1. 3. Creating a Course

The LMS365 | Course Creator & Catalog allows creating courses.

 

NOTE:

If you have problems with a Course creation, please contact your LMS Administrator (Access Denied message may signal about malconfiguration of the app).

NOTE:

You’ve got to have minimum Owner rights to create courses.

 

To open the Course List, go to the Administration Back-End, and then on the sidebar in the Course Management section click the Course List link:

 

Рисунок 10

 

To create a course, do the following:

  1. 1. On the Course List page click Create Course button;

  2. 2. Select the type of the course you want to create:

 

Рисунок 8

 

    1. a. e-Learning – use this course type to build comprehensive online training from existing documents, quizzes, Content Packages and Learning Modules;

    2. b. Classroom & Blended Training – use this course type for creating classroom and blended trainings;

    3. c. Webinar – use this course type for creating webinar trainings.

  1. 3. Depending on the course type, course creation form has some differences, but most settings are the same for all course types:

Рисунок 28

Рисунок 41

Рисунок 1

 

Fill Course information (fields marked with an asterisk (*) are required). In the Course Details section they are as follows:

  • − Course Name – type your course title;

  • − Short Description – type your short description for the course (it will be displayed on the Course Catalog);

  • − Long Description – type long description for the course (it will be displayed in the Course Description web part; if nothing is specified in this field, text from Short Description field will be displayed). Rich-text editor is available for this field (you can insert YouTube video, upload a video, an image or a file from your local computer);

  • − Course Web Address – a relative address for your course (by default, this field is filled in with the course name, but can be changed manually by the user. Please remember that once you change the field’s value manually, it will not be automatically updated until you refresh the page). When the URL is auto generated, all invalid characters (such as # % & * : < > ? \ / { | } ~) are excluded;

Course Information section:

  • − Course Category – select your course category or create a new one.

To select an existing category put a cursor in the Course Category field. A drop-down list with all categories will be displayed.

NOTE:

In this list, only Categories from one course catalog are displayed. It means set of Categories will be unique on different Course Catalogs inside of Tenant.

Find the needed category and click it to select:

 

Рисунок 839122760

 

To create a new category type its name in the Course Category field and click Enter:

 

Рисунок 3

 

  • − Course Template – select template for your course from the drop-down list:

 

Рисунок 1345054451

 

After choosing the template, you can set it as default for the future created courses:

 

Рисунок 839122765

 

LMS365 Template will provide users with the new UI of the course home page.

  • − Course Duration – specify your course duration;

  • − Course ID – enter your course ID;

  • − Enrollment Flow – from the drop-down list select the enrollment flow type:

 

Рисунок 839122771

 

  • • Automatic Approval – approval is done by the system after user enrolls in the course (enrollment requests are automatically created with the Enrolled status);

  • • Line Manager Approval – enrollment request should be approved or rejected by the Line Manager (users who are specified as Line Managers in Azure AD);

  • • LMS Administrator Approval – enrollment request should be approved or rejected by the LMS Administrator (owner of the site where course catalog is installed);

When Line Manager Approval or LMS Administrator Approval enrollment flows for the course are selected, learner who enrolls in the course will see ‘Pending Approval’ status for this course on the Course Home page:

 

Рисунок 1345054600

 

He will be able to cancel enrollment before his request is approved or rejected by clicking Cancel Request link in the Course Information callout. A cancellation message is required:

 

Рисунок 1345054607

 

On the Enrollment requests page Line Manager or LMS Administrator will see cancelled requests with the cancellation messages:

 

Picture 1345054458

 

  • − Tags – enter keyword(s) to help identify and search your course.

 

In the Select your Course Tools section you can select the tool for your course:

 

NOTE:

Content Packages, Quiz, and Learning Module Builder tools are selected by default for e-learning course type.

 

  • • Content Packages – enable this tool to add a SCORM & AICC content packages to the course:

 

Рисунок 1345054594

 

Then select content packages to be displayed in your course from the list of all content packages uploaded to the SCORM Storage:

 

Picture 30

 

Option “Set Course Completion” (to set course completed after completion of a content package) is automatically selected when you choose the item to add. If this option is edited later status of already completed courses will not be changed.

 

  • • Quiz – enable this tool to add Quizzes to the course:

 

Рисунок 1345054598

 

Then select Quizzes to be displayed in your course from the list of all Quizzes from the Quiz Storage:

 

Picture 3

 

Option “Set Course Completion” (to set course completed after quiz completion) is automatically selected when you choose the item to add. If this option is edited later status of already completed courses will not be changed.

After a user selects Quizzes and presses Save button, selected Quizzes will appear under Select Quizzes link:

 

Рисунок 1345054601

 

It is possible to delete selected Quiz by clicking delete button Picture 1345054443.

 

NOTE:

User cannot create a new Quiz while creating a Course.

 

  • • Learning Module Builder – enable this tool to be able to create learning modules within a course:

 

Рисунок 1345054604

 

  • • Assignments & Grade Book – enable this tool to add assignments to the course:

 

Рисунок 1345054633

 

Select Course options:

  • − Show in Course Catalog – enable this option to display your course in Course Catalog;

  • − Set as Required Course – enable this option to set the course as required. Please be advised that this option is now deprecated and works only for the Course Catalog version 2.0 or earlier;

  • − Continuing Education Units – enable this option to grant Learners CEUs for passing this course. Enter the number of units in the field below:

 

Рисунок 1345054637

 

Specify Publishing settings:

  • − Published – enable this option to make the course available for enrolling (by default course is published). Enable this option to set Start and End dates for the course:

 

Рисунок 1345054641

 

    • Start Date – select date and time the course begins and is published. By default Start Date is current date;

    • End Date – select date and time the course ends;

NOTE:

Only Published courses with Start Date less than or equal to the current date and End Date more than or equal to the current date (date and time are set according to the Regional Settings of the current site) are available in the Course Catalog.

NOTE:

Ended courses are not displayed on the Course Catalog.

 

Add your Users section:

  • − Course Administrators – enter user names or AD group to add users to Course Administrators (by default, user who creates the course is specified in this field and is added to the Course Administrators group). Click Manage Course Administrators link to select users who will be displayed as Trainers on the Course Catalog and Course Home Page (by default, all are selected):

 

Рисунок 1345054468

 

  • − Learners – enter user names or AD group (you cannot add ‘Everyone’ and ‘Everyone except external users’ groups) to add users to the Course Learners (by default, this field is empty);

  • − Course Targeting – enable this option to target the course to the specific audience. You can specify individual users as well as AD/Office 365 group(s) in the ‘Target Audience’ field (they will be added to the Visitors group). Only added users will be able to view the targeted course in the Course Catalog (if Course Targeting option is disabled in the Global Settings), enroll into it, and pass it. If this option is disabled and Course Targeting is disabled in the Global Admin, users from the Course Catalog Visitors group are added to the Course Visitors group (with the ‘Read Only’ permissions). When some changes are made to the Course Catalog Visitors group, they are dynamically displayed in the Course Visitors group.

 

Certificate section:

  • − Certificate – enable this option to add Certificate Template to the created course:

 

Рисунок 1345054644

 

Then select from the drop-down list certificate template that will be assigned to Learners after course completion. When Certificate option is enabled, the following one appears:

    • Certificate Expiry – enable this option to configure certificate expiration settings:

      • ▪ Relative Date – select this option to set the number of days after the course completion, after which the certificate expires:

 

Рисунок 1345054647

 

      • ▪ Fixed Date – select this option to set the exact date and time on which the certificate expires:

 

Рисунок 1345054651

 

Competency section:

  • − Competency – enable this option to allow assigning specified competency(ies) to the Learners who have completed the course:

 

Рисунок 1345054442

 

You can set already created competency(ies) with the corresponding levels as well as set competency revocation that depends on the Certificate Expiration settings. If Certificate Expiration settings are specified, competency level will be revoked when certificate expires. If Certificate Expiration settings are not specified, you can configure competency revocation:

 

      • ▪ Relative Date – select this option to set the number of days after the course completion, after which the competency level is revoked:

 

Рисунок 1345054672

 

      • ▪ Fixed Date – select this option to set the exact date and time on which the competency level is revoked:

 

Рисунок 1345054673

 

In the Course Catalog & Site Image section you can select the image which will be displayed on the Course Catalog and the Course Home page. To do this, click Choose Image button:

 

Рисунок 1345054652

 

After that, you can use one of already uploaded files or upload a new one from your computer:

 

Рисунок 1345054656

 

 

    1. a. To create a new e-Learning course, complete the open Course creation form as described above. The difference for this course type is that you can set course due date for it:

  • − Due Date – set the date on which all enrolled Learners must complete the course:

    • Relative Date – select this option to set the number of days after enrollment on which the due date comes:

 

Рисунок 1345054659

 

    • Fixed Date – select this option to set the exact date and time on which the due date comes:

 

Рисунок 1345054670

 

    1. b. To create a new Classroom & Blended Training course or Webinar course, complete the open Course creation form as described above. The difference for these course types is that you can set course completion and specify the enrollment type in the Course Information section:

 

Рисунок 1345054674

 

    • Course Completion – set minimum attendance percentage to set course completed. It can be as follows: registered 25% attendance, registered 50% attendance, registered 75% attendance or registered 100% attendance. Course is completed if Learner’s percentage of attendance is equal to or more than it was set in Course Completion and Learner has passed all necessary learning items correctly or Course Administrator has manually set completion in the Gradebook;

    • Enrollment Type – select whether enroll learner into all course sessions or into a single session. When ‘Enroll user into a single course session’ option is selected, learner will select one session when he enrolls into a course.

NOTE:

If course has several course sessions, an average percentage of attendance across all course sessions is counted for course completion (ended course sessions are not taken into account).

NOTE:

When Course Administrator has registered Learner’s attendance and course is completed by Learner, course will still be completed for Learner despite changed Course Completion settings.

NOTE:

When ‘Enroll user into a single course session’ option is selected, Learners field is not available on the Course Creation form (it is added to the Course Session Creation form).

NOTE:

Enrollment Type cannot be edited after saving the course.

 

  1. 4. When all necessary fields are filled in, click Create button to create your course. After that, you will be presented with the following screen from where you can return to Course Administration or create another course:

Рисунок 1345054448

 

NOTE:

After creation of Classroom & Blended or Webinar courses, you will be presented with the following screen:

Рисунок 15

 

See more about managing course sessions in subchapter 3.1 Creating Course Sessions.

 

Click Return to Course Administration link to see your course provisioning (click on spinner next to the course name):

 

Рисунок 29

 

 You can use Provisioning filter button to quickly find the needed courses:

 

Рисунок 1345054464

 

NOTE:

If some problems appear whilst course provisioning, you will see an unhappy face sign (you can click it to see details and Correlation ID of the error). For further details, please contact LMS365 Support.

 

 

NOTE:

By default, the following groups are created on the course site:

  • • ‘Course Administrators’ group with Full Control permission level;

  • • ‘Learners’ group is created with READ permission level;

  • • ‘Visitors’ group is created with READ permission level. Inherited from the Course Catalog level Visitors group has READ permissions as well.

 

Course Catalog’s Owners group are owners for all groups created on the course site, and have Full Control permissions to the course.

 

 

    1. 3.1 Creating Course Sessions

After the course has been created, select it, and then in the Course Management sidebar click Manage Course Sessions link:

 

Рисунок 1345054681

 

Click Create New Course Session button to create a course session:

 

Рисунок 1345054606

 

Fill in the following fields for Classroom & Blended Training course type (fields marked with an asterisk (*) are required):

 

Рисунок 660

 

    • Start – select date and time classroom event starts;

    • End – select date and time classroom event ends;

    • Time Zone – select time zone for classroom event (by default it is set according to the regional settings of the current site);

    • Max. Attendees – set the number of maximum attendees of classroom event (this value must be positive integer);

    • Room – select the room for classroom event created in LMS365 Exchange Online (see subchapter 3.2 Creating and Configuring Rooms for Classroom & Blended Trainings). It is also possible to create a new room the same way as a new category (type its name in the Room field and click Enter). Room added in such a way exists only for the current course and is not created in LMS365 Exchange Online and does not have any information (location, max. attendees).

NOTE:

Start and End dates of classroom event are not validated against course publishing dates, so please assure you select these dates within publishing dates.

NOTE:

If you try to enroll number of Learners that exceeds the number of Max. Attendees, a validation message will appear:

 

Рисунок 839122776

 

NOTE:

If you try to enroll in a course in which ‘Enroll user into all course sessions’ option is selected and the minimum number of Max. Attendees is reached, you will see a tooltip that this course is full:

 

Рисунок 1345054727

 

NOTE:

If you add AD group to Learners on Course Creation/Edit form, it will be counted as one Learner in regard to Max. Attendees.

Rooms in the Room Selector are displayed according to user permissions to a Room List:

Рисунок 661

 

 

      • ▪ Start – select date and time classroom event starts;

      • ▪ End – select date and time classroom event ends;

      • ▪ Time Zone – select time zone for classroom event (by default it is set according to the regional settings of the current site);

      • ▪ Warning sign – click this icon to see rooms to which you do not have set permissions:

NOTE:

Date and Time Zone specified in the Room Selector are automatically set to the Course Creation/Edit page.

If any of these values has been changed, a List of Rooms shown in the Room Selector is updated.

 

Picture 655

 

NOTE:

To see rooms created in LMS365 Exchange Online, you must configure rooms access account. See chapter 18. Managing Notifications for details.

If Exchange Online Settings are not set, you will see the following validation message:

 

Picture 656

 

      • ▪ Title – displays the title of the room (specified whilst its creation);

      • ▪ Location – displays room location (specified whilst its creation);

      • ▪ Is Free – if room is not occupied during the Start and End period, it is marked as “Yes”. If it is occupied during this period, it is marked as “No” and it is impossible to choose such a room.

NOTE:

When course is created and Publishing Start date comes, a new appointment with a reserved room is created in user’s Office 365 Outlook Calendar.

If a room has been changed whilst course editing, previous room reservation is cancelled and a new room is reserved (user will see an updated appointment in his Calendar).

If Course Administrators/Learners have been changed, classroom event attendees will be changed in Calendar too:

 

Picture 12

 

When attendees are changed, only those users, who are added or removed from classroom event, receive email notification. When other classroom event properties are changed, all attendees receive email notifications (only users who have already completed the course will not receive them).

 

For Webinar course type the only difference is Meeting URL which is used instead of Rooms reservation:

 

Рисунок 662

 

    • Meeting URL – specify URL address (a link) following which learner could join a webinar.

NOTE:

If you enter an invalid URL, a validation message will appear:

 

Рисунок 663

 

NOTE:

If on the Course Creation form ‘Enroll user into a single course session’ option is selected, Learners field is added on the Course Session Creation form:

 

Рисунок 658

 

If you try to enroll number of Learners that exceeds the number of Max. Attendees, a validation message will appear:

 

Рисунок 659

 

 

When all required fields are filled in, click Create button to create a course session.

After course session has been created, you can click ellipsis next to it to open a sidebar with Edit Course Session and Delete Course Session options:

 

Рисунок 33

 

    1. 3.2 Creating and Configuring Rooms for Classroom & Blended Training Courses

To be able to select rooms for classroom events while creating a Classroom & Blended Training course, you need to configure settings on two levels: Tenant level and Course Catalog level. Remember that before you could configure settings on the Course Catalog level, first you need to configure them on the Tenant level.

To configure settings on the Tenant level, do the following:

  1. 1. Make sure your Office 365 account is a Global Administrator. Connect to LMS365 Exchange Online using SharePoint Online Management Shell;

    1. a. Run Management Shell as an administrator;

    2. b. Set the execution policy:

Set-ExecutionPolicy -Scope Process -ExecutionPolicy RemoteSigned
$UserCredential = Get-Credential

    1. c. In the appeared dialog box type your Office 365 credentials and click OK button:

 

Picture 648

 

NOTE:

The account you use will need permissions to LMS365 Exchange Online. By default, only Global Administrators in Office 365 have Organization Management rights in Exchange Online.

 

  1. 2. Connect to Exchange Online and import all Exchange cmdlets into our session:

$Session = New-PSSession -ConfigurationName Microsoft.Exchange -ConnectionUri https://outlook.office365.com/powershell-liveid/ -Credential $UserCredential -Authentication Basic -AllowRedirection
Import-PSSession $Session

  1. 3. Create a Room List Office 365:

$RoomAlias = Get-Mailbox -RecipientTypeDetails RoomMailbox -Filter {Office -eq 'All Rooms'} | select -ExpandProperty Alias
New-DistributionGroup -RoomList -Name 'All Rooms' -Members $RoomAlias

NOTE:

‘All Rooms’ value is an example; you can specify any value you want to name your Room List.

  1. 4. Create rooms in Office 365 Admin center:

    1. a. On the left-side menu click Resources tab, and then Rooms & equipment link:

 

Picture 650

 

    1. b. Click Add button and fill in fields in the open form (fields marked with an asterisk (*) are required):

 

Picture 651

 

Click Add button to create a room or Close button to discard the action.

 

  1. 5. Add existing Room Mailboxes (from the email field) to Room List Distribution Groups:

Add-DistributionGroupMember -Identity "All Rooms" -Member roommailboxname

In our example, this cmdlet will have the following view: Add-DistributionGroupMember -Identity "All Rooms" -Member room101@mytestqa8.onmicrosoft.com

 

Once you have configured settings on the Tenant level, you need to configure settings on the Course Catalog level. To do this, follow the steps:

  1. 1. Enable notification settings in Course Catalog: Settings > LMS Settings > Notifications > Exchange Online Settings (see chapter 19. Managing Email Notifications for details). It is required to configure Exchange Online Settings for each Course Catalog with the same account set in the next point or run the command from the next point for a new user according to Exchange Online Settings;

  2. 2. Add Calendar Permissions with Management Shell:

$(Get-Group "All Rooms").Members | % {
$member = $_
$mailBox = Get-Mailbox -Identity $member
 
Add-MailboxFolderPermission $mailBox":\Calendar" -User
 mailname@domain.com -AccessRights Reviewer
}

NOTE:

Use email from the step 1 instead of mailname@domain.com.

Now you will be able to select rooms from the Room List on which you have set permissions while creating/editing Classroom & Blended Training course.

  1. 4. Course Home Page

By default, ‘Course Description’ and ‘Course Information’ (as well as ‘Course Sessions’ for Classroom & Blended Training and Webinar course types) web parts are added to the course site pages of newly created courses.

These Web Parts provide the learner with all the Course Information such as Course Description, Learning Modules, and Sessions etc.

 

When added to the course site, it will have the following view:

 

Рисунок 19

 

  • • Course Description – this web part displays long course description specified whilst course creation (or short description if the long one has not been specified);

  • • Course Information – this web part displays course related information such as Category, Type, Duration, ID, etc.

  • • Course Sessions – this web part displays information about course sessions (only for Classroom & Blended Training and Webinar course types).

NOTE:

For courses with ‘Enroll user into a single course session’ enrollment type, learner is able to choose the needed session to enroll (after that, information only about this session will be displayed):

 

Рисунок 20

 

If the course has several course sessions in which learner is enrolled, information about all of them will be shown on the Web Part:

Рисунок 1345054459

Click More sessions button to see the list of all course sessions.

If the course has no active course sessions, the following message will be displayed instead of information:

 

Рисунок 21

 

Clicking Trainer’s name allows learner to send him an email.

 

When Learner completes a course, he will see the following message on the course site:

 

Рисунок 18

 

If Learner has been granted a certificate for the course completion, he will be able to download it:

 

Рисунок 16

 

NOTE:

Image can change its color to yellow if certificate is expiring or to red if it has expired.

 

After course completion, Learner can unenroll from the course by clicking Unenroll from Course link in the Course Information web part:

 

Рисунок 1345054730

 

  1. 5. Editing Courses

NOTE:

Only users with Owner rights can edit courses.

 

To edit a course, do the following:

  1. 1. On the Course List page select the course you want to edit, and then click Edit Course link on the Course Management sidebar:

 

Рисунок 1345054711

 

  1. 2.  On the opened page edit settings of the course:

Рисунок 839122772

 

Learners field is used only for adding new users or AD groups to the course. To see already enrolled learners, click Manage Enrolled Users link under the Learners field. The following form will be opened:

 

Picture 17

 

In Learner Administration dialog you can view, filter and delete enrolled learners. To delete learner/group from the course, select the checkbox next to his/its name, and then click Delete Selected Learners/Groups button. A confirmation message will appear:

 

Picture 35

 

Click OK button to delete user/group from the course or Cancel button to discard the action.

NOTE:

If Learner or AD group was added through SP group, they are not visible on this form (only if ‘Enroll user into a single course session’ option is selected for the course).

NOTE:

If you add new users/groups to the course, they will be displayed in the Learner Administration only after saving the course.

NOTE:

If users/groups were deleted from the course site, they are not displayed in the Learner Administration.

 

  1. 3. To stop editing and discard all changes select “Return to Course Administration”. You will be redirected to the Course List page.

  2. 4. To save changes click Save button at the bottom of the page. After that, you will be presented with the following screen:

 

 

Рисунок 1345054654

 

  1. 5. Click Return to Course Administration link to see your course provisioning:

 

Рисунок 37

 

You can use Provisioning filter button to quickly find the needed courses:

 

Рисунок 1345054479

 

NOTE:

If some problems appear whilst course provisioning, you will see an unhappy face sign (you can click it to see details and Correlation ID of the error). For further details, please contact LMS365 Support.

NOTE:

If you edit Classroom & Blended Training and Webinar course types (course sessions) and attendees or room information is changed, a new appointment is created in user’s Calendar (an old one is deleted).

 

  1. 6. Creating Training Plan

Training Plan functionality allows creating and managing maps of training courses for the selected learners to give them a total overview of which learning map must be completed by them.

 

NOTE:

If you have problems with a Training Plan creation, please contact your LMS Administrator (Access Denied message may signal about malconfiguration of the app).

 

To create a new training plan, do the following:

  1. 1. Go to the Administration Back-End, and then on the sidebar in the Course Management section click the Training Plan List link:

 

Рисунок 13

 

  1. 2. On the Training Plan List page click Create Training Plan button:

 

Рисунок 1345054436

 

  1. 3. Fill in the open form:

 

Рисунок 1345054717

Рисунок 1345054718

 

Рисунок 9

Рисунок 391

 

Fill Training Plan information (fields marked with an asterisk (*) are required). In the Training Plan Details section:

  • − Training Plan Name – enter your training plan title;

  • − Short Description – enter your short description for the training plan (it will be displayed on the Course Catalog);

  • − Long Description – enter long description for the course (it will be displayed in the Training Plan Description web part; if nothing is specified in this field, text from Short Description field will be displayed in the Training Plan Description web part). Rich-text editor is available for this field (you can insert YouTube video, upload a video, an image or a file from your local computer);

  • − Training Plan Web Address – a relative address for your training plan (by default, this field is filled in with the training plan name, but can be changed manually by the user. Please remember that once you change the field’s value manually, it will not be automatically updated until you refresh the page). When the URL is auto generated, all invalid characters (such as # % & * : < > ? \ / { | } ~) are excluded;

 

In the Training Plan Information section:

  • − Category – select your training plan category or create a new one.

To select an existing category put a cursor in the Category field. A drop-down list with all categories will be displayed.

NOTE:

In this list, only Categories from one course catalog are displayed. It means set of Categories will be unique on different Course Catalogs inside of Tenant.

Find the needed category and click it to select:

 

Рисунок 1345054585

 

To create a new category type its name in the Category field and click Enter:

 

Рисунок 14

 

  • − Training Plan Template – select template for your training plan from the drop-down list:

 

Рисунок 1345054675

 

After choosing the template, you can set it as default for the future created training plans:

 

Рисунок 1345054678

 

LMS365 Template will provide users with the new UI of the training plan home page.

  • − Training Plan Duration – specify your training plan duration;

  • − Training Plan ID – enter your training plan ID;

  • − Enrollment Flow – from the drop-down list select the enrollment flow type:

 

Рисунок 1345054679

 

  • • Automatic Approval – approval is done by the system after user enrolls in the training plan (enrollment requests are automatically created with the Enrolled status);

  • • Line Manager Approval – enrollment request should be approved or rejected by the Line Manager (users who are specified as Line Managers in Azure AD);

  • • LMS Administrator Approval – enrollment request should be approved or rejected by the LMS Administrator (owner of the site where course catalog is installed);

When Line Manager Approval or LMS Administrator Approval enrollment flows for the training plan are selected, learner who enrolls in the training plan will see ‘Pending Approval’ status for this training plan in the Course Catalog web part:

 

Рисунок 1345054497

 

He will be able to cancel enrollment before his request is approved or rejected by clicking Cancel Request link in the Training Plan Information callout. A cancellation message is required:

 

Рисунок 1345054499

 

On the Enrollment requests page Line Manager or LMS Administrator will see cancelled requests with the cancellation messages:

 

Picture 1345054653

 

NOTE:

Enrollment Flow set in the course(s) included in the training plan is ignored by the system, when user enrolls in the training plan.

 

  • − Tags – enter keyword(s) to help identify and search your training plan.

 

Specify courses to be included in the training plan in the Training Courses to be included section. To do this click Select button:

 

Рисунок 1345054682

 

Select courses to add to the training plan and set courses required for training plan completion, and then click Save button:

 

Рисунок 383953892

 

After that, selected courses will appear in Training Courses to be included section. In this section, it is possible:

  • to set courses required for training plan completion;

  • to set prerequisites, which means that learner will be required to complete all preceding course(s) before he could access the locked courses (click on the Lock column next to the course name or use Lock icon on the top of the column to set prerequisites for all courses except the first one);

  • to change the order of courses (use drag-and-drop functionality for this);

  • to delete selected courses by clicking delete button Picture 1345054465.

NOTE:

If learner tries to access the locked course using direct link or via Course Catalog, he will see the following message:

 

Picture 1345054593

 

NOTE:

If learner enrolls in a training plan in which a course that he has previously completed is locked, this course will be unlocked for learner.

 

NOTE:

User cannot create a new course while creating a training plan.

 

Training Plan Options section:

  • − Show in Course Catalog – enable this option to display your training plan in the Course Catalog;

  • − Set as Required Training Plan – enable this option to set the training plan as required;

  • − Continuing Education Units – enable this option to grant Learners CEUs for passing this training plan. Enter the number of units in the field below:

 

Рисунок 383953896

 

Specify Publishing settings:

  • − Published – enable this option to make the training plan available for enrolling (by default training plan is published). Enable this option to set Start and End dates for the training plan:

 

Рисунок 383953906

 

    • Start Date – select date and time the training plan begins and is published. By default Start Date is current date;

    • End Date – select date and time the training plan ends;

NOTE:

Only Published training plans with Start Date less than or equal to the current date and End Date more than or equal to the current date (date and time are set according to the Regional Settings of the current site) are available in Course Catalog.

NOTE:

When a training plan is set to Published (with specified Start/End dates), all included in it courses are check on availability for the training plan duration. If there is a conflict (after user saves training plan), a validation will appear:

 

Рисунок 1345054560

 

 

Add your Users section:

  • − Training Plan Administrators – enter user names or AD group to add users to Training Plan Administrators (by default user who creates the course is specified in this field and is added to the Training Plan Administrators group). Please be advised that users specified in this field are not added to the Course Administrators group of the courses included in the training plan. Click Manage Training Plan Administrators link to select users who will be displayed as Trainers on the Course Catalog and Training Plan Home Page (by default, all are selected):

 

Рисунок 1345054471

 

  • − Learners – enter user names or AD group (you cannot add ‘Everyone’ and ‘Everyone except external users’ groups) to add users to the Training Plan Learners (by default, this field is empty);

  • − Training Plan Targeting – enable this option to target the training plan to the specific audience. You can specify individual users as well as AD/Office 365 group(s) in the ‘Target Audience’ field (they will be added to the Visitors group). Only added users will be able to view the targeted training plan in the Course Catalog (if Course Targeting option is disabled in the Global Settings), enroll into it, and pass it. If this option is disabled and Course Targeting is disabled in the Global Admin, users from the Course Catalog Visitors group are added to the Training Plan Visitors group (with the ‘Read Only’ permissions). When some changes are made to the Course Catalog Visitors group, they are dynamically displayed in the Training Plan Visitors group.

 

Due Date section:

  • − Due Date – set the date on which all enrolled Learners must complete the training plan:

    • Relative Date – select this option to set the number of days after enrollment on which the due date comes:

 

Рисунок 383953912

 

    • Fixed Date – select this option to set the exact date and time on which the due date comes:

 

Рисунок 384

 

Certificate section:

 

  • • Certificate – enable this option to add Certificate Template to the created training plan:

 

Рисунок 388

 

Then select from the drop-down list certificate template that will be assigned to Learners after training plan completion. When Certificate option is enabled, the following one appears:

    • Certificate Expiry – enable this option to configure certificate expiration settings:

      • ▪ Relative Date – select this option to set the number of days after the training plan completion, after which the certificate expires:

 

Рисунок 389

 

      • ▪ Fixed Date – select this option to set the exact date and time on which the certificate expires:

 

Рисунок 390

 

Competency section:

 

  • − Competency – enable this option to allow assigning specified competency(ies) to the Learners who have completed the course:

 

Рисунок 404

 

You can set already created competency(ies) with the corresponding levels as well as set competency revocation that depends on the Certificate Expiration settings. If Certificate Expiration settings are specified, competency level will be revoked when certificate expires. If Certificate Expiration settings are not specified, you can configure competency revocation:

 

      • ▪ Relative Date – select this option to set the number of days after the training plan completion, after which the competency level is revoked:

 

Рисунок 415

 

      • ▪ Fixed Date – select this option to set the exact date and time on which the competency level is revoked:

 

Рисунок 383953901

 

In the Course Catalog & Site Image section you can select the image which will be displayed on the Course Catalog and the Training Plan Home page. To do this, click Choose Image button:

 

Рисунок 392

 

After that, you can use one of already uploaded files or upload a new one from your computer:

 

Рисунок 393

 

  1. 4. When all necessary fields are filled in, click Create button to create your training plan. After that, you will see the following screen from where you can return to Training Plan Administration or create another training plan:

 

Рисунок 383953904

 

Click Return to Training Plan Administration link to see your training plan provisioning (click on spinner next to the training plan name):

 

Рисунок 1345054437

 

You can use Provisioning filter button to quickly find the needed training plans:

 

Рисунок 1345054687

 

NOTE:

If some problems appear whilst training plan provisioning, you will see an unhappy face sign (you can click them to see details and Correlation ID of the error). For further details, please contact LMS365 Support.

 

After training plan creation, it will appear in the Course Catalog. Click Training Plan card to see its description and courses included into it:

 

Рисунок 1345054457

 

To see courses included in the training plan, click Courses tab (you will see only information about them; courses’ titles are not clickable):

 

Рисунок 1345054460

Click View Training Plan button to head over to the Training Plan Home Page, from which you can enroll in the training plan. When Learner clicks Enroll in Training Plan button, he is automatically enrolled in the training plan and courses included in this training plan (if Automatic Approval type of the enrollment flow is selected; otherwise, an enrollment request is created). Now learner will be able to unenroll from the training plan by clicking Unenroll from Training Plan link in the Training Plan Information callout:

 

Рисунок 1345054729

 

  1. 7.  Training Plan Home Page

Training Plan is created as a new site with 3 available by default web parts (they are added to the newly created sites within one ‘LMS365 Course’ web part):

 

Рисунок 1345054501

 

  • • Training Plan Description – this web part displays long training plan description (or short description if the long one has not been specified);

  • • Training Plan Information – this web part displays training plan related information such as Category, Type, Duration, Training Plan ID, CEUs, Credits, etc.;

  • • Training Plan Courses – this web part displays courses that are included in this training plan and their statuses:

    • Not Started status – means that Learner has not started none of the courses included in a training plan;

    • In Progress status – means that Learner has started at least one course included in a training plan;

    • Completed status – means that Learner has completed all courses required for training plan completion.

 

Locked courses are shown on this web part as well:

 

Рисунок 839122761

 

You cannot access the locked course (Pad Lock icon is not clickable) until the previous one has been completed.

 

NOTE:

Learner will not see Training Plan Courses for ended or unpublished training plans.

 

If you are not enrolled in the training plan, you can enroll into it from the home page by clicking ‘Enroll to Training Plan’ link under the Training Plan Information web part:

 

Рисунок 839122757

 

When Learner completes a training plan, he will see the following message on the Training Plan site:

 

Рисунок 1345054615

 

If Learner has been granted a certificate for the training plan completion, he will be able to download it:

 

Рисунок 1345054639

 

NOTE:

Image can change its color to yellow if certificate is expiring or to red if it has expired.

 

After training plan completion, Learner can unenroll from it by clicking Unenroll from Training Plan link in the Training Plan Information web part:

 

Рисунок 1345054731

 

 

 

  1. 8. Editing Training Plan

NOTE:

Only users with Owner rights can edit training plans.

 

To edit a training plan, do the following:

  1. 1. On the Training Plan List page select the training plan you want to edit, and then click Edit Training Plan link on the Training Plan Management sidebar:

 

Рисунок 1345054438

 

  1. 2.  On the opened page edit settings of the training plan:

Рисунок 383953902

 

Learners field is used only for adding new users or AD groups to the training plan. To see already enrolled learners, click Manage Enrolled Users link under the Learners field. The following form will be opened:

 

Picture 44

 

In Learner Administration dialog you can view, filter and delete enrolled learners. To delete learner/group from the training plan, select the checkbox next to his/its name, and then click Delete Selected Learners/Groups button. A confirmation message will appear:

 

Picture 50

 

Click OK button to delete user/group from the course or Cancel button to discard the action.

NOTE:

If you add new users/groups to the training plan, they will be displayed in the Learner Administration only after saving the course.

NOTE:

If users/groups were deleted from training plan site, they are not displayed in the Learner Administration.

 

  1. 3. To stop editing and discard all changes select “Return to Training Plan Administration”. You will be redirected to the Training Plan List page.

  2. 4. To save changes click Save button on the bottom of the page. After that, you will be presented with the following screen:

 

Рисунок 383953910

 

  1. 5. Click Return to Training Plan Administration link to see your training plan provisioning (click on spinner next to the training plan name):

 

Рисунок 1345054440

 You can use Provisioning filter button to find the needed training plans:

 

Рисунок 400

 

NOTE:

If some problems appear whilst training plan provisioning, you will see an unhappy face sign (you can click it to see details and Correlation ID of the error). For further details, please contact LMS365 Support.

 

 

  1. 9. Managing Course List Page

There are several Views for displaying the courses to select on the Course List page (you can filter courses by status and type simultaneously):

 

Рисунок 656

 

  • • All Courses View – the default view that displays all courses;

  • • Published Courses View – the view that displays only Published courses;

  • • Unpublished Courses View – the view that displays only Unpublished courses;

  • • Planned Courses View – the view that displays planned courses with the Start Date set in future;

  • • Views by Course Type – select the course type you want to display: e-Learning, Classroom & Blended Training, Webinar.

After you have selected the needed view, you will see the following information:

Рисунок 383953897

 

  • • Course Name column – displays courses’ names created in the Course Catalog;

  • • Course Progress – clicking this button will open the Course Progress sidebar;

  • • Enrolled column – displays number of Learners who are enrolled in the course;

  • • Completed column – displays number of Learners who have completed the course;

  • • Overdue column – displays number of Learners who have not completed the course up to the Due Date or have completed it after the Due Date came;

  • • Status column – displays course’s status. It can be as follows:

    • Published Рисунок 1345054484 – when the course is published and Start Date is reached;

    • Unpublished Рисунок 1345054492 – when the course is not published;

    • Planned Рисунок 1345054493 – when the course is published and Start Date is not reached yet;

  • • Category – displays course category;

  • • Average Rating - rating is calculated as an average of all received (not hidden) ratings.

 

Select the course to open the Course Management sidebar, actions from which permit to view course, edit or delete it, as well as to see course progress and approve enrollments. For Classroom & Blended Training and Webinar course types, it is also possible to register attendance, print attendance sign-in sheet, and manage course sessions:

 

Рисунок 383953907

 

NOTE:

‘Course Progress’, ‘Approve Enrollments’, ‘Register Attendance’ and ‘Print Attendance Sign-in Sheet’ actions are not available for Classroom & Blended Training and Webinar course types until at least one course session is created for them.

    • To view a course – click on course’s name or View Course link Рисунок 383953917;

    • To edit a course – click Edit Course link Рисунок 383953916, on the opened page edit settings of the course and click Save to save changes or Return to the Course Administration to discard changes;

    • To delete a course – click Delete Course link Рисунок 383953915 and confirm the deletion:

NOTE:

While viewing the course you can go to the Course Catalog Site clicking LMS365 link:

 

Рисунок 510

 

 

Рисунок 839122756

 

NOTE:

If ‘Course Targeting’ option is deselected for the course, there will be no Visitors group on the confirmation of the deletion.

 

    • To see Course Progress (Learner’s Details) – click Course Progress linkРисунок 383953914. The following information will appear for e-Learning course type:

 

Рисунок 671

 

In the charts you can see number of Learners that are currently enrolled in the course, number of Learners that have ever completed the course, average course rating (is calculated as an average of all received (not hidden) ratings), as well as percentage of the current Learners that have ‘Completed’, ‘In Progress’, ‘Not Started’, and ‘Overdue’ course statuses.

Below the charts you can see the following information:

  1. 1. Name column – displays Learner’s name;

NOTE:

For your convenience you can use filtering by Name (please remember that users will be filtered by username set in the Azure AD, but not by First or Last Name).

You can use Search field or Filter by letters as well:

 

Рисунок 641

 

  1. 2. Status – displays Learner’s completion status:

    1. a. Not Started status – means that Learner has not started the course;

    2. b. In Progress status – means that Learner has started the course, but has not completed it (for Classroom/Webinar course types, ‘In Progress’ status means that Learner’s attendance has been registered);

    3. c. Completed status – means that Learner has completed the course (for Classroom/Webinar course types, ‘Completed’ status means that Learner’s registered attendance matches attendance required for the course completion).

To see details on each learning item of the course (items required for the course completion are marked with an asterisk), click expand button next to the Learner’s name (learning items’ statuses can be: Not Started, In Progress, Failed, and Completed):

 

Рисунок 670

 

      1. i. To view learner’s certificate(s) – click View Certificate link Рисунок 383953918. If Learner has more than one certificate, the list of all his certificates will be displayed:

 

Рисунок 383953913

 

  • − Status column – displays certificate’s status (Valid, Expiring, Expired);

  • − Issued column – displays certificate issued date;

  • − Expiry column – displays certificate expiry date;

  • − Actions column – allows downloading the certificate to your local computer;

      1. ii. To delete learner’s last attempt – click Delete Attempt button Рисунок 471 next to the needed one:

 

Рисунок 1345054688

 

      1. iii. To delete course completion and learner’s certificate(s) – click Delete User’s Progress button Рисунок 458. After clicking the button, a sidebar with all items you can delete will appear:

 

Рисунок 508

 

Select the needed items and then click Delete button to delete the progress of the Learner.

If there are no items with the progress, but the course is completed, you will see the following message:

 

Рисунок 505

 

After you have deleted progress of all the items required for the course completion, Course status will be updated:

 

Рисунок 1345054690

 

NOTE:

Course status will be updated when:

  1. 1. Learner repasses one of the objects required for course completion;

  2. 2. Teacher updates completion option;

  3. 3. One of the objects required for course completion has been deleted.

 

      1. iv. To edit course progress – click Edit button Рисунок 1345054691. After clicking the button, a sidebar will appear:

 

Рисунок 1345054693

 

  You can change learning items completion:

 

Рисунок 1345054694

 

To change course status to Not Started, deselect Completed option and change statuses of all items required for the course completion to Not Started, and then click Save button:

 

Рисунок 1345054695

 

It is possible to set the course completion manually, specify the completion date for courses with Not Started and In Progress statuses as well as to change the number of granted CEUs:

 

Рисунок 1345054696

 

NOTE:

Please note that when you set the course completion manually, Progress and Score values will automatically be set to 0%.

 

  1. 3. CEUs column – displays number of CEUs earned for the course completion (if any are set for the course);

  2. 4. Progress column – displays Learner’s progress. Progress is calculated as follows:

 

Learner starts a course with 5 Learning items set as required for the course completion

Learning Items:

Progress in Learning Item

Set to Course Completion

Item 1 (contains only documents)

100%

Yes

Item 2 (contains 3 documents and 1 Quiz)

50%

Yes

Item 3 (is a SCORM Package)

0%

Yes

Item 4 (is a Quiz)

0%

Yes

Item 5 (contains a SCORM package, documents and a Quiz)

20%

Yes

Result: completing all the modules = 170/500 (5 items) = 34%

 

OR

 

Learner starts a course with 5 Learning items and only 3 of them are set as required for the course completion

Learning Items:

Progress in Learning Item

Set to Course Completion

Item 1 (contains only documents)

100%

Yes

Item 2 (contains 3 documents and 1 Quiz)

50%

Yes

Item 3 (is a SCORM Package)

0%

Yes

Item 4 (is a Quiz)

0%

No

Item 5 (contains a SCORM package, documents and a Quiz)

20%

No

Result: completing all the required modules = 150/300 (3 items are required) = 50%

 

For Classroom/Webinar course types, progress is displayed as relative to % selected for the course completion. If required attendance is not set for the course completion, progress is displayed as % of registered learner’s attendance for this course session if ‘Enroll user into a single course session’ enrollment type is selected or if ‘Enroll user into all course sessions’ enrollment type is selected, progress is calculated as an average % of set attendance for all course sessions. Please see example of the progress calculation when required attendance is set (for ‘Enroll user into a single course session’ enrollment type) below:

 

Minimum attendance percentage for the course completion is set

Required attendance:

Learner’s attendance

Learner’s progress

Registered 50% Attendance

50 - 100%

100%

Registered 50% Attendance

25%

50%

Registered 50% Attendance

Absent (Informed) – is counted as 1%

2%

 

Progress of the learning items is calculated as follows:

    1. a. Learning Module’s progress is calculated as a percentage of passed steps among all steps included into it (e.g. Learning Module contains 4 steps, learner has passed 2 of them, and his progress will be 50%);

    2. b. Quiz’s progress is calculated as a percentage of earned score in regard to the passing score (e.g. passing score is 80% and maximum number of points is 200, that means that learner must earn 160 points to complete the Quiz, and if he earns 120 points, his progress will be calculated as 120/160 * 100% = 75%);

    3. c. SCORM’s/AICC’s progress is calculated as a progress set in the content package or as a percentage of passed SCO in regard to all SCO;

    4. d. Assignment’s progress will be calculated as a percentage of earned Grade in regard to the percentage required for the completion (e,g. Learner’s Grade for the assignment is 79% and percentage required for the completion is 80%, Learner’s progress will be set to 99%);

    5. e. External App’s progress can be 0% when it has Not Started status or 100% when it has Completed status;

  1. 5. Score column – displays Learner’s average score of the learning items required for the course completion. Score for the learning items is calculated as follows:

    1. a. Quiz’s score is calculated as a percentage of earned score for the last learner’s attempt (e.g. maximum number of points is 200, learner has earned 100 points, the score will be calculated as 100/200 * 100% = 50%);

    2. b. SCORM’s/AICC’s score is calculated in accordance with the scale set in the content package (if scale is absent, score will be 0%) for the last learner’s attempt;

    3. c. Assignment’s score is calculated as a percentage of the received Grade to the maximum Grade;

    4. d. Learning Module, Attendance, and External App do not have score (this field is empty and if these items are set as required for the course completion they are not calculated in the average score);

  2. 6. Completed column – displays on what date Learner has completed the course;

  3. 7. Certificate column – displays Learner’s certificate (if he has any).

NOTE:

When pointing at the score value, a tooltip appears displaying the learner’s score and maximum score:

 

Рисунок 383953900

 

 

To export Learner Details information to Excel, click “Download Report” button. An excel document will automatically be downloaded to your local computer. The information will be presented in the following form:

 

Рисунок 484

 

For Classroom & Blended Training and Webinar course types the following information is shown in the Course Progress sidebar:

 

Рисунок 1345054699

 

NOTE:

Use the drop-down filtering (under the charts) to see Learners’ details for different course sessions.

  1. 1. Name column – displays Learner’s name;

  2. 2. Status column – displays Learner’s completion status:

    1. a. Not Started status – means that attendance isn’t registered or is registered as Absent/Absent (informed) and there is no progress in the learning items (if there are any);

    2. b. In Progress status – means that attendance is registered (excluding Absent/Absent (informed) or there is a progress in any learning item (if there are any);

    3. c. Completed status – means that Course Completion status is set manually in the Gradebook or attendance percentage and learning items progress correspond to course completion settings;

  3. 3. CEUs column – displays number of CEUs earned for the course completion (if any are set for the course);

  4. 4. Progress column – displays Learner’s progress. Progress is calculated as follows:

Classroom/Webinar Course without Learning Items

Enrollment Type

Single session type

All sessions type

Learner’s attendance is not set

No progress

No progress

Learner’s attendance is less than passing attendance (passing attendance = 50%; Learner’s attendance = 25%)

Course progress = (100 * learner’s attendance) / passing attendance = (100*25)/50 = 50%

Note: learner’s attendance is calculated as an average for all sessions.

 

Course progress = (100 * learner’s attendance) / passing attendance = (100*25)/50 = 50%

Learner’s attendance is equal to or more than passing attendance (passing attendance = 50%; Learner’s attendance = 50%/75%/100%)

Course progress = 100%

Note: learner’s attendance is calculated as an average for all sessions.

 

Course progress = 100%

 

NOTE:

If the tools (e.g. SCORM or Quiz) are provided for Classroom/Webinar courses, learning items that are set as required for the course completion are calculated in the course progress as well. For instance, learner’s attendance is not set (passing attendance is 50%) and learner’s attempt for learning item is 100%, then course progress is 50%.

 

  1. 5. Completed column – displays on what date Learner has completed the course;

  2. 6. Certificate column – displays Learner’s certificate (if he has any).

      1. i. To view learner’s certificate(s) – click View Certificate link Рисунок 448. If Learner has more than one certificate, the list of all his certificates will be displayed:

 

Рисунок 486

 

  • − Status column – displays certificate’s status (Valid, Expiring, Expired);

  • − Issued column – displays certificate issued date;

  • − Expiry column – displays certificate expiry date;

  • − Actions column – allows downloading the certificate to your local computer;

      1. ii. To delete course completion and learner’s certificate(s) – click Delete User’s Progress button Рисунок 487. After clicking the button, a confirmation message will appear:

 

Рисунок 511

 

Click Delete button to delete the progress of the Learner.

After you have deleted the progress of the Learner, Course status will be updated:

 

Рисунок 1345054700

 

 

      1. iii. To edit course progress – click Edit button Рисунок 1345054701. After clicking the button, a sidebar will appear:

 

Рисунок 1345054706

 

  You can change Learner’s attendance:

 

Рисунок 1345054708

 

To change course status to Not Started, deselect Completed option, change Learner’s attendance to not corresponding to the required one, and then click Save button:

 

Рисунок 1345054707

 

It is possible to complete the course manually and set completion date for courses with Not Started and In Progress statuses as well as to change the number of granted CEUs:

 

Рисунок 1345054709

 

To export Course Progress information to Excel, click “Download Report” button. An excel document will automatically be downloaded to your local computer. The information will be presented in the following form:

 

Рисунок 490

    • To Approve Enrollments – click Approve Enrollments link Рисунок 452. When there are pending approval requests for the course, a warning sign will appear next to its name:

 

Рисунок 839122769

 

When you click Approve Enrollments link, the following information will appear:

 

Picture 1345054552

 

NOTE:

For Classroom & Blended Training and Webinar course types, the same information is shown on this page, but there is a possibility to switch between course session’s information using the drop-down filtering:

 

Рисунок 1345054531

 

 

  1. 1. Learner’s name column – displays Learner’s name;

  2. 2. Email column – displays Learner’s email;

  3. 3. Department column – displays the department where Learner works (information is taken from User List);

  4. 4. Line Manager column – displays users who are specified as Line Managers in Azure AD;

  5. 5. Enrollment Status column – displays the status of the enrollment request:

    1. a. Pending Approval – means that Learner has enrolled in the course with the Line Manager Approval or LMS Administrator Approval enrollment flows and his enrollment request is pending approval;

    2. b. Cancelled – means that Learner has cancelled his enrollment request before it was approved or rejected or Learner has unenrolled from the course. Point at the cancellation message icon to see the reason of the cancellation:

 

Picture 1345054553

 

    1. c. Rejected – means that Line Manager or LMS Administrator has rejected Learner’s enrollment request. Point at reject message icon to see the reason of the rejection:

 

Picture 1345054554

 

    1. d. Enrolled – means that Learner has been enrolled in the course.

  1. 6. Modified by column – displays the user who has modified the enrollment request last;

  2. 7. Modified At column – displays date and time when the enrollment request has been modified last (according to the regional settings of the current site).

 

Enrollment requests with Pending Approval statuses can be approved or rejected:

  • • To approve the enrollment request, select the checkbox(es) next to the needed request(s) and click Approve all Selected Learners button:

 

Picture 1345054555

 

The enrollment status will be changed to Enrolled and Learner(s) will be enrolled in the course.

NOTE:

If you try to approve enrollment request in the full Classroom & Blended Training and Webinar course, you will see the following tooltip:

 

Picture 1345054556

 

  • • To reject the enrollment request, select the checkbox(es) next to the needed request(s) and click Reject all Selected Learners button:

 

Picture 1345054557

 

The Reject Message box will appear. Enter the rejection reason and click Reject button to reject the enrollment request or Close button to discard the action:

 

Picture 1345054558

 

The enrollment status will be changed to Rejected.

 

To export Enrollment Requests information to Excel, click “Export to Excel” button. An excel document will automatically be downloaded to your local computer. The information will be presented in the following form:

 

Picture 1345054559

 

If there are courses with pending approval requests, on Course List page will appear filter button:

 

Рисунок 1345054465

 

Click this button to see courses with requests pending approval:

 

Рисунок 491

 

    • To Manage Course Sessions – click Manage Course Sessions button Рисунок 455 (only for Classroom & Blended Training and Webinar course types). You will be presented with the page where you will be able to create a new course session, as well as edit and delete existing ones. For detailed information see subchapter 5.1 Creating Course Sessions.

    • To Manage Rating – click Manage Rating button Рисунок 1345054537. In this section, administrator can see what rating and on what date and time has been set by specific learner as well as hide this rating (however, learner will still see his rating on the Course Home page) and export rating information to excel:

 

Рисунок 1345054543

 

    • To Register Attendance – click Register Attendance button Picture 399 (only for Classroom & Blended Training and Webinar course types). You will be presented with the following screen:

 

Рисунок 839122781

NOTE:

Use the drop-down filtering (next to the Export to Excel button) to see Learners’ attendance for different course sessions.

 

  1. 1. Learner’s name column – displays Learner’s name;

  2. 2. Email column – displays Learner’s email;

  3. 3. Department column – displays the department where Learner works (information is taken from User List);

  4. 4. Line Manager column – displays users who are specified as Line Managers in Azure AD;

  5. 5. Attendance column – if it is registered, displays Learner’s attendance. It can be as follows, 100% attendance, 75% attendance, 50% attendance, 25% attendance, Absent (informed), and Absent. If attendance is not registered, this field remains empty;

  6. 6. Modified by column – displays the user who has modified the attendance last;

  7. 7. Modified At column – displays date and time when the attendance has been modified last (according to the regional settings of the current site).

NOTE:

Only Course Administrator can register Learner’s attendance.

 

To register the attendance, select the needed Learner(s), click Register Attendance button, and then select corresponding value:

 

Рисунок 1345054546

 

Registered attendance will now be saved.

    • To Print Attendance Sign-in Sheet (only for Classroom & Blended Training and Webinar course types) – click Print Attendance Sign-in Sheet button Рисунок 456. Attendance Sign-in Sheet will be saved to your local computer as a Word file and will look like the following:

 

Рисунок 1345054568

 

NOTE:

If the course has only one course session, a file will be saved to your local computer, otherwise, you will be first asked to choose a course session:

 

Рисунок 1345054470

 

If you click Print All button, a file with Attendance Sign-In Sheets for all course sessions will be downloaded. You can select one course session and click Print button to download the Attendance Sing-In Sheet only for the needed course session.

 

  1. 1. Course – displays Course name;

  2. 2. Delivered by – displays the name of user, who has generated Attendance Sign-in Sheet;

  3. 3. Date – displays the date of Attendance Sign-in Sheet generation;

  4. 4. Start/End Date – displays start/end date of the course;

  5. 5. Time Zone – displays course’s time zone;

  6. 6. Location – displays the title of the room and its location (for Classroom & Blended Training course type);

  7. 7. Meeting URL – displays meeting URL (for Webinar course type);

  8. 8. Name column – displays names of Learners enrolled in the course (in the same order they appear on the “Register Attendance” page);

  9. 9. Signature column – remains empty for Learners’ signatures.

 

If there are tools selected for the course, on the Course Management sidebar you can manage learning items as well:

 

Рисунок 383953911

 

Clicking links of learning items will redirect you to the Administration back-end of the corresponding tool.

    1. 9.1 Adding External Apps to Courses

LMS365 is the Learning Tools Interoperability (LTI) v.1.0/1.1 compliant. This allows integrating external apps and content into our learning management system.

To add an external app, go to the Course Management sidebar menu, and then select Manage External Apps action:

 

Рисунок 1345054513

 

After that, click Add External App button at the top of the page:

 

Рисунок 466

 

In the opened sidebar fill in required fields:

 

Рисунок 470

 

  1. 1. Name – specify the name of the external app that will be displayed on the Learning Modules web part;

  2. 2. Description – specify the description of the external app that will be displayed on the Learning Modules web part;

  3. 3. Consumer Key and Secret – specify credentials for accessing the external app inside the LMS (provided by the external app);

  4. 4. Privacy – select what type of information about Learner will be sent to the external app when Learner starts the attempt:

    1. a. Anonymous – no information will be sent;

    2. b. Email Only – Learner’s email will be sent;

    3. c. Name Only – Learner’s name will be sent;

    4. d. Public – Learner’s name and email will be sent;

  5. 5. Configuration Type – select how you would like to configure the external app:

    1. a. Manual Entry – configure the external app manually:

      1. i. Launch URL – specify an entry point URL. We strongly recommend you to use HTTPS based URLs.

      2. ii. Custom Fields – specify custom fields if any are required by the external app;

    2. b. Paste XML – enter XML code in this field; required parameters will automatically be parsed by the system;

  6. 6. Open this Tool in a new Tab – select this option to open the external app in a new browser tab;

  7. 7. Course Completion – select this option to set course completed after passing the external app.

 

After clicking the Save button, external app will be added to the course. Select the external app if you want to edit or delete it as well as to view learner’s details:

 

Рисунок 474

 

To edit an external app:

  1. 1. Select the needed one from the list;

  2. 2. In the left-side menu select Edit External App action, and then make the necessary changes to the item;

  3. 3. Click Save button to save the changes.

To delete an external app:

  1. 1. Select the needed one from the list;

  2. 2. In the left-side menu select Delete External App action;

  3. 3. Confirm the deletion:

 

Рисунок 475

 

To view learner’s details:

  1. 1. Select the needed external app from the list;

  2. 2. In the left-side menu select View Learner’s Details action. The following page will be opened:

 

Рисунок 477

 

    1. a. Name – displays Learner’s name;

    2. b. Status – displays status of the external app passing (can be Not Started or Completed);

    3. c. Completion Date – displays the date and time when the external app has been passed;

    4. d. Delete action – allows deleting Learner’s attempts (last one or all):

 

Рисунок 665

 

 Confirm the deletion to reset Learner’s progress.

 

Information from the Learner’s details page can be exported to the .xlsx file by clicking the Export button:

 

Рисунок 669

 

The information will be presented in the following form:

 

Рисунок 1345054720

 

  1. 10. Managing Training Plan List

There are several Views for displaying the training plans to select on the Training Plan List page (you can filter training plans by status and type simultaneously):

 

Рисунок 655

 

  • • All Training Plans View – the default view that displays all training plans;

  • • Published Training Plans View – the view that displays only Published training plans;

  • • Unpublished Training Plans View – the view that displays only Unpublished training plans;

  • • Planned Training Plans View – the view that displays planned training plans with the Start Date set in future.

After you have selected the needed view, you will see the following information:

 

Рисунок 405

 

  1. 1. Training Plan Name – displays titles of training plans created in Course Catalog;

  2. 2. Training Plan Progress – clicking this button will open the Training Plan Progress sidebar;

  3. 3. Enrolled column – displays number of Learners who are enrolled in the training plan;

  4. 4. Completed column – displays number of Learners who have completed the training plan;

  5. 5. Overdue column – displays number of Learners who have not completed the training plan up to the Due Date or have completed it after the Due Date came;

  6. 6. Status column – displays course’s status. It can be as follows:

    1. a. Published Рисунок 1345054504 – when the training plan is published and Start Date is reached;

    2. b. Unpublished Рисунок 1345054508 – when the training plan is not published;

    3. c. Planned Рисунок 1345054511 – when the training plan is published and Start Date is not reached yet;

  7. 7. Category – displays training plan category;

  8. 8. Average Rating – rating is calculated as an average of all received (not hidden) ratings.

Select the training plan to open the Training Plan Management sidebar, actions from which permit to view training plan, edit or delete it, as well as to see course progress and approve enrollments:

 

Рисунок 1345054522

 

    • To view a training plan – click training plan’s name or View Training Plan link Рисунок 467;

    • To edit a training plan – click Edit Training Plan link Рисунок 468, on the opened page edit settings of the training plan and click Save to save changes or Return to Training Plan Administration to discard changes;

    • To delete a training plan – click Delete Training Plan link Рисунок 469 and confirm the deletion:

 

Рисунок 1345054526

 

NOTE:

If ‘Training Plan Targeting’ option is deselected for the training plan, there will be no Visitors group on the confirmation of the deletion.

 

    • To see Training Plan Progress (Learner’s Details) – click Training Plan Progress link Рисунок 472. The following information will appear:

 

Рисунок 1345054710

 

In the charts you can see number of Learners that are currently enrolled in the training plan, number of Learners that have ever completed the training plan, average training plan rating (is calculated as an average of all received (not hidden) ratings), as well as percentage of the current Learners that have ‘Completed’, ‘In Progress’, ‘Not Started’, and ‘Overdue’ training plan statuses.

Below the charts you can see the following information:

  1. 1. Name column – displays Learner’s name;

NOTE:

For your convenience you can use filtering by Name (please remember that users will be filtered by username set in the Azure AD, but not by First or Last Name).

You can use Search field or Filter by letters as well:

 

Рисунок 644

 

  1. 2. Status column – displays Learner’s completion status:

    1. a. Not Started status – means that Learner has not started the training plan (i.e. has not started any course included in the training plan);

    2. b. In Progress status – means that Learner has started at least one course included in the training plan, but has not completed it;

    3. c. Completed status – means that Learner has completed the training plan (i.e. all courses included in this training plan and set as required for training plan completion).

  2. 3. CEUs column – displays number of CEUs earned for the completion of the training plan (if any are set for the training plan);

  3. 4. Progress column – displays average progress of all courses required for the training plan completion. When expanding the learner, progress on each course will be displayed;

  4. 5. Score column – displays average score of the courses required for the training plan completion (if there are two courses required for the training plan completion, and only one of them has score, training plan’s score will be calculated by one required course);

NOTE:

Training Plan’s progress and score are not changed dynamically, i.e. their values will be changed only after the courses included into the training plan are completed or their progress has been reset.

 

  1. 6. Completed column – displays on what date Learner has completed the training plan (i.e. date when the last required course or learning item is completed);

  2. 7. Certificate column – displays Learner’s training plan certificate:

      1. i. To view learner’s certificate(s) – click View Certificate button Рисунок 473. If Learner has more than one certificate, the list of all his certificates will be displayed:

 

Рисунок 500

 

  • − Status column – displays certificate’s status (Valid, Expiring, Expired);

  • − Issued column – displays certificate issued date;

  • − Expiry column – displays certificate expiry date;

  • − Actions column – allows downloading the certificate to your local computer;

      1. ii. To delete training plan completion and learner’s certificate(s) – click Delete Training Plan Progress button Рисунок 502. After clicking the button, a sidebar with all items you can delete will appear:

 

Рисунок 667
 

Select the needed courses and then click Delete button to delete the progress of the Learner.

If you delete the progress of all Learner’s courses or courses required for the training plan completion, training plan status will be updated:

 

Рисунок 1345054713

 

You can see details on progress of courses included in the training plan by clicking Expand button Рисунок 506 next to the learner’s name:

 

Рисунок 1345054714

 

NOTE:

Training plan status will be updated when:

  1. 1. Learner repasses one of the objects required for training plan completion;

  2. 2. Teacher updates completion option;

  3. 3. One of the objects required for training plan completion has been deleted.

 

You can delete course progress or edit it after expanding the training plan item. For more details please see Managing Course List Page section.

To export Training Plan Progress to Excel, click “Download Report” button. An excel document will automatically be downloaded to your local computer.

    • To Approve Enrollments – click Approve Enrollments button Рисунок 480. When there are pending approval requests for the training plan, a warning sign will appear next to its name:

 

Рисунок 1345054548

 

When you click Approve Enrollments button, the following information will appear:

 

Picture 1345054665

 

  1. 1. Learner’s name column – displays Learner’s name;

  2. 2. Email column – displays Learner’s email;

  3. 3. Department column – displays the department where Learner works (information is taken from User List);

  4. 4. Line Manager column – displays users who are specified as Line Managers in Azure AD;

  5. 5. Enrollment Status column – displays the status of the enrollment request:

    1. a. Pending Approval – means that Learner has enrolled in the training plan with the Line Manager Approval or LMS Administrator Approval enrollment flows and his enrollment request is pending approval;

    2. b. Cancelled – means that Learner has cancelled his enrollment request before it was approved or rejected or Learner has unenrolled from the training plan. Point at the cancellation message icon to see the reason of the cancellation:

 

Picture 1345054595

 

    1. c. Rejected – means that Line Manager or LMS Administrator has rejected Learner’s enrollment request. Point at reject message icon to see the reason of the rejection:

 

Picture 1345054596

 

    1. d. Enrolled – means that Learner has been enrolled in the training plan.

  1. 6. Modified by column – displays the user who has modified the enrollment request last;

  2. 7. Modified At column – displays date and time when the enrollment request has been modified last (according to the regional settings of the current site).

 

Enrollment requests with Pending Approval statuses can be approved or rejected:

  • • To approve the enrollment request, select the checkbox(es) next to the needed request(s) and click Approve all Selected Learners button:

 

Picture 1345054666

 

The enrollment status will be changed to Enrolled and Learner(s) will be enrolled in the course.

  • • To reject the enrollment request, select the checkbox(es) next to the needed request(s) and click Reject all Selected Learners button:

 

Picture 1345054667

 

The Reject Message box will appear. Enter the rejection reason and click Reject button to reject the enrollment request or Close button to discard the action:

 

Picture 1345054597

 

The enrollment status will be changed to Rejected.

 

To export Enrollment Requests information to Excel, click “Export to Excel” button. An excel document will automatically be downloaded to your local computer. The information will be presented in the following form:

 

Picture 1345054671

 

If there are training plans with pending approval requests, on Training Plan List page will appear filter button:

 

Рисунок 1345054577

 

Click this button to see courses with requests pending approval:

 

Рисунок 1345054593

    • To manage rating – click Manage Rating button Рисунок 1345054550. In this section, administrator can see what rating and on what date and time has been set by specific learner as well as hide this rating (however, learner will still see his rating on the Training Plan Home page) and export rating information to excel:

 

Рисунок 1345054561

 

  1. 11. Enrolling into Courses

Depending on the needs of your organization, there are several options of how users can be enrolled into courses:

 

  • • By self-enrollment from Course Home Page:

 

To enroll in a course, user should do the following actions:

  1. 1. Select course in the Course Catalog;

  2. 2. Click “View Course” link on the card or in the course details callout:

 

Рисунок 839122753

 

  1. 3. Now user will be redirected to the Course Home Page from where he can enroll in the course:

 

Рисунок 1345054735

 

For Classroom & Blended and Webinar course types with ‘Enroll user into a single session’ option selected, user will have to select one course session first:

Рисунок 1345054734

 

If learner selects the course session that is already full, he will see a message notifying him about that:

 

Рисунок 1345054736

 

If learner wants to enroll in a course that has no active course sessions, he will see the following message:

 

Рисунок 1345054733

 

  1. 4. The user will automatically be enrolled in the e-learning course (if automatic enrollment flow is set for this course, otherwise, a registration with pending approval status will be created). User can withdraw from the course by clicking Unenroll from Course link in the Course Information callout:

 

Рисунок 1345054728

 

NOTE:

When learner unenrolls from the course with Pending Approval status, he is initially required to enter Cancellation Message. Administrator can see this message in the Approve Enrollments section (see more information in chapter 12).

 

  • • By enrolling individual AD accounts or Azure AD groups

Individual AD accounts or Azure AD groups can be added by administrator either during the creation of a course or after it was created.

  1. 1. To enroll learners during creating a course you've got to be in the “Owners” group of the site where course catalog is added. During creation a course, select Users or User groups in the “Learners” field. Users that you're enrolling will be added to course site's “Learners” group:

Picture 1345054468

 

  1. 2. To enroll learners after the course is created, you will need to be in course site's administrators group to add members to group “Learners”. Open Course for Edit as described in section “Editing Courses” and select Users or User groups in the “Learners” field. Users that you're enrolling will be added to course site's “Learners” group:

 

Picture 1345054469

 

NOTE:

This field is present on the Course Edit form only if ‘Enroll user into all course sessions’ option is selected for the course.

NOTE:

If user was enrolled in the course via AD Group, the “Unenroll from Course” link will not be displayed and he will not be able to withdraw from the course.

 

To configure User Groups in Office 365 user should have Administrator rights. Login to O365 and go to Admin, select GROUPS in the left menu and create or manage existing user groups:

 

Picture 492

 

  • • Using the native “Share” functionality

  1. 1. Share access to the site where course catalog is added. Users you want to share the site with should have at least “Visitors” rights.

 

Click Share in the upper right corner:

 

Рисунок 40

 

Select Users and/or Groups to share the site with and set “Can edit” permissions level:

 

Picture 494

 

Click Share button. After this, the user can proceed by self-enrolment as described above.

 

  1. 2. Share access to course site to give access to a specific course.

 

Click Share in the upper right corner:

 

Рисунок 53

 

Select Users and/or Groups to share the course site with and set “Can edit” permissions level:

 

Picture 496

 

Click Share button. User(s) will be added to course site’s Learners group.

NOTE:

In both cases, an external user gets an email notification inviting him to a site that has been shared with him.

When Learner is added to the Learners group on a Classroom & Blended or Webinar course where ‘Enroll user into a single session’ option is selected, he will receive an email notifying him that he should select course session to enroll:

 

Рисунок 1345054516

 

Use drop-down filtering to choose the needed course session and click Join button to enroll into it:

 

Рисунок 1345054524

 

After that Learner can go to the course site:

 

Рисунок 1345054541

 

NOTE:

If Learner selects course session that is already full, he will see the following warning:

 

Рисунок 1345054544

 

NOTE:

If Learner is added to the Learners group on the course without active course sessions, he will see the following message:

 

Рисунок 1345054547

 

Learner added to the SP group can also enroll into a course session selecting the needed one in the Course Sessions Web Part:

 

Рисунок 1345054737

 

 

  1. 12. Enrolling into Training Plans

Depending on the needs of your organization, there are several options of how users can be enrolled into training plans:

 

  • • By self-enrolment from Course Catalog

 

To enroll in a training plan, user should do the following actions:

  1. 1. Select training plan in the Course Catalog;

  2. 2. Click “View Training Plan” link on the card or in the training plan details callout:

Рисунок 1345054551

 

  1. 3. Now user will be redirected to the Training Plan Home Page from where he can enroll in the training plan:

 

Рисунок 1345054738

 

  1. 4. The user will automatically be enrolled in the training plan and all unlocked courses of the training plan (if automatic enrollment flow is set for this training plan, otherwise, a registration with pending approval status will be created). User can withdraw from the training plan by clicking Unenroll from Training Plan link in the Training Plan Information callout:

 

Рисунок 1345054732

 

NOTE:

When learner unenrolls from the training plan with Pending Approval status, he is initially required to enter Cancellation Message. Administrator can see this message in the Approve Enrollments section (see more information in chapter 13).

NOTE:

If user enrolls in a training plan that includes Classroom & Blended or Webinar courses with the Enrollment Type set to ‘Enroll user into a single session’, he will receive a notification about the necessity of course session selection for this course:

 

Рисунок 1345054563

 

After clicking Course Session Selection link, user can choose necessary course session from the drop-down list, and click Join button to enroll. After that he can go to the course site.

User can also enroll into a course session selecting the needed one on the Course Home Page in the Course Sessions Web Part.

 

  • • By enrolling individual AD accounts or Azure AD groups

Individual AD accounts or Azure AD groups can be added by administrator either during training plan creation or after it was created.

  1. 1. To enroll learners during creating a training plan, you've got to be in the “Owners” group of the site where course catalog is added. During training plan creation, select Users or User groups in the “Learners” field. Users that you're enrolling will be added to the training plan site's “Learners” group:

Picture 1345054491

 

  1. 2. To enroll learners after the training plan has been created, you will need to be in training plan site's administrators group to add members to group “Learners”. Open training plan for Edit as described in section “Editing Training Plan” and select Users or User groups in the “Learners” field. Users that you're enrolling will be added to the training plan site's “Learners” group:

 

Picture 1345054532

 

NOTE:

If user was enrolled in a training plan that includes Classroom & Blended or Webinar courses with the Enrollment Type set to ‘Enroll user into a single session’, he will receive a notification about the necessity of course session selection for this course:

 

Рисунок 1345054572

 

After clicking Course Session Selection link, user can choose necessary course session from the drop-down list, and click Join button to enroll. After that he can go to the course site.

User can also enroll into a course session selecting the needed one on the Course Home Page in the Course Sessions Web Part.

 

NOTE:

If user was enrolled in the training plan via AD Group, the “Unenroll from Training Plan” link will not be displayed and he will not be able to withdraw from the training plan.

 

To configure User Groups in Office 365 user should have Administrator rights. Login to O365 and go to Admin, select GROUPS in the left-side menu and create or manage existing user groups:

 

Picture 1345054534

 

  • • Using the native “Share” functionality

  1. 1. Share access to site where course catalog is added. Users you want to share site with should have at least “Visitors” rights.

 

Click Share in the upper right corner:

 

Рисунок 63

 

Select Users and/or Groups to share the site with and set “Can edit” permissions level:

 

Picture 1345054536

 

Click Share button. After this, the user can proceed by self-enrolment as described above.

 

  1. 2. Share access to training plan site to give access to a specific training plan.

 

Click Share in the upper right corner:

 

Рисунок 1345054434

 

Select Users and/or Groups to share the training plan site with and set “Can edit” permissions level:

 

Picture 1345054571

 

Click Share button. User(s) will be added to training plan site’s Learners group.

 

NOTE:

In both cases, an external user gets an email notification inviting him to a site that has been shared with him.

NOTE:

If users or AD groups are deleted from training plan site’s Learners group, they will be deleted from all courses included in this training plan.

NOTE:

If user was added to the Learners group of the training plan that includes Classroom & Blended or Webinar courses with the Enrollment Type set to ‘Enroll user into a single session’, he will receive a notification about the necessity of course session selection for this course:

 

Рисунок 1345054613

 

After clicking Course Session Selection link, user can choose necessary course session from the drop-down list, and click Join button to enroll. After that he can go to the course site.

User can also enroll into a course session selecting the needed one on the Course Home Page in the Course Sessions Web Part.

 

  1. 13. Course/Training Plan Management

On the course/training plan site it is possible to manage course or training plan correspondingly. To do this, click Course/Training Plan Management link in the upper-right corner next to the course/training plan name:

 

Рисунок 1345054712

 

Рисунок 1345054722

 

NOTE:

These links are available only for Course/Training Plan Administrators.

 

The sidebar will be opened by clicking the corresponding link. In the Course Management you can manage selected whilst course creation tools, approve enrollments, view course progress, manage rating, as well as edit the course and change the Course Page settings:

 

Рисунок 1345054726

 

Open the Course Page settings to specify the Learning Modules Web Part settings. You can configure which tools and in what order will be displayed in the web part (by default all are enabled). When all the tools are enabled, you will have an option to hide Content Packages and/or Quizzes and/or External Apps if they are part of a learning module:

 

 

Рисунок 1345054725

 

In the Training Plan Management you can approve enrollments, view training plan progress, manage rating, as well as edit the training plan:

 

Рисунок 1345054723

  1. 14. Learners’ Management

In the Learner Administration section it is possible to manage users that are present in the Visitors group of the Site Collection with the created Course Catalog and Learners group of the course/training plan site:

 

Рисунок 1345054525

 

NOTE:

The information about users is taken from the Azure AD.

 

To customize Learner List view, select More Action menu at the top of the page, and then Edit view columns link:

 

Рисунок 1345054617

 

In the opened Settings sidebar, select columns to be displayed on the list as well as set their order:

 

Рисунок 1345054634

 

After the changes have been made, click Save button to apply them on the Learner List.

By default, users are ordered by A-Z of the Name column. However, sorting is available on the other columns (by A-Z, Z-A): Title, User Name, Job Title, Manager, Department, Office, City, and Country.

You can sort users using filter buttons Рисунок 483 next to each column. You can use the Search field or select the needed checkboxes:

 

Рисунок 449

 

You can filter users by Course(s) and Training Plan(s) as well. To do this, click Filter by Training button at the upper-right corner:

 

Рисунок 1345054447

 

In the opened sidebar, select course(s)/training plan(s) for displaying their Learners (all courses and training plans available on the Course Catalog are displayed):

 

Рисунок 495

 

You can filter trainings by specifying Date Period (Start and End dates period), using filter by training type (e-Learning, Classroom & Blended Training, Webinar, or Training Plan), competencies set for the training, and publishing (published, unpublished or planned trainings), or using the Search field:

 

Рисунок 664

 

Search runs on title:

 

Рисунок 657

 

Learners can be filtered by granted/revoked competencies as well:

 

Рисунок 1345054490

 

In the opened sidebar, select competency(ies) for filtering:

 

Рисунок 1345054512

 

You can search for the needed competency using the Search field (search is run on the name, categories, and tags).

 

When you select Learner(s), Learner Administration sidebar is opened:

 

Рисунок 492

 

Using actions from the Learner Administration sidebar, you can:

  1. 1. Send an email message to the Learner(s);

  2. 2. View Learner’s transcript (action is available only when one Learner is selected);

  3. 3. View Learner’s progress (action is available only when one Learner is selected);

  4. 4. Enroll Learner(s) into the courses/training plans;

  5. 5. Unenroll Learner(s) from the courses/training plans;

  6. 6. Unenroll Learner(s) from all courses/training plans of the current Course Catalog;

  7. 7. Download Learner(s) certificates;

  8. 8. Import an external training record for a Learner;

  9. 9. Grant a competency for the Learner(s);

  10. 10. Revoke a competency from the Learner(s).

 

  • • To send an email message, select this action in the sidebar, fill in both required fields, and then click Send button to send the message to the selected learner(s):

 

Рисунок 1345054662

 

NOTE:

In order to be able to send email messages, you need first specify Exchange Online Settings.

 

  • • To view Learner’s transcript, select the needed Learner, and then select the View Learner’s Transcript action in the sidebar. The following information will be displayed:

 

Рисунок 494

 

In this section you can view Learner’s courses, certificates, and competencies with the possibility to export this information to the PDF format. Learner’s transcript displays the same information as on the Dashboard.

  • • To view Learner’s progress in the courses and training plans, select the needed Learner, and then select the View Learner’s Progress action in the sidebar. The following information will be displayed:

 

Рисунок 668

 

In the charts you can see number of the trainings (courses and training plans) where Learner is currently enrolled, number of the trainings that Learner has ever completed, total number of CEUs for the completed trainings, and average score for the trainings (which have score), as well as percentage of the trainings with ‘Completed’, ‘In Progress’, ‘Not Started’, and ‘Overdue’ statuses.

Below the charts you can see Learner’s trainings with the possibility to expand them and see more details on items/courses included into them (required items are marked with an asterisk), see if Learner is enrolled in the training (Is Enrolled = No is displayed when Learner has been unenrolled from the training or has an enrollment request for the training), as well as status, progress, score, CEUs, completion date, and certificate.

For more detailed information please see Course and Training Plan Progress description.

 

To export Learner’s Progress information to Excel, click “Download Report” button. An excel document will automatically be downloaded to your local computer. The information will be presented in the following form:

 

Рисунок 465

 

  • • To enroll Learner(s) in the courses or training plans of the current Course Catalog, select the needed Learner(s), and then select Enroll in Course(s) & Training Plan(s) action in the sidebar. After that, a list of all available trainings and selected Learner(s) with the possibility to deselect them will appear (by default, selected Learners list is collapsed):

 

Рисунок 496

 

You can filter trainings for the enrollment by specifying Date Period (Start and End dates period), using filter by training type (e-Learning, Classroom & Blended Training, Webinar, or Training Plan), publishing (published, unpublished or planned trainings), and competencies or using the Search field.

 

After selecting trainings for the enrollment and clicking the Enroll button, Learner(s) will be added to the Learners group of the corresponding courses and training plans (Learner will be enrolled in all unlocked courses of the training plan), and will receive Course/Training Plan Enrollment Confirmation and appointments for Classroom/Webinar courses with ‘Enroll user into all course sessions’ enrollment type. If ‘Enroll user into a single course session’ enrollment type is selected, Learner will receive Course Session Selection Request notification.

 

  • • To unenroll Learner(s) from the courses or training plans of the current Course Catalog, select the needed Learner(s), and then select Unenroll from Course(s) & Training Plan(s) action in the sidebar. After that, a list of trainings where Learner(s) is enrolled (if several Learners are selected, only trainings where all of them are enrolled are displayed in the list) and selected Learner(s) with the possibility to deselect them will appear (by default, selected Learners list is collapsed):

 

Рисунок 497

 

You can filter trainings for the unenrollment by specifying Date Period (Start and End dates period), using filter by training type (e-Learning, Classroom & Blended Training, Webinar, or Training Plan), publishing (published, unpublished or planned trainings), and competencies or using the Search field.

 

After selecting trainings for the unenrollment and clicking the Unenroll button, Learner(s) will be removed from the Learners group of the corresponding courses and training plans, enrollment requests will be cancelled, and Learner(s) will receive Cancelled Confirmation notifications, and appointments for Classroom/Webinar courses will be deleted. If Learners were enrolled in the training via AD group, it is impossible to unenroll them (a warning message will appear).

 

  • • To unenroll Learner(s) from all courses and training plans of the current Course Catalog, select the needed Learner(s), and then select Unenroll from all Courses/Training Plans action in the sidebar. After that, a confirmation message will appear:

 

Рисунок 383953894

 

After clicking the OK button, the selected Learner(s) will be removed from the Learners group of all the trainings he was enrolled in, his enrollment requests will be cancelled, and Learner(s) will receive Cancelled Confirmation notifications (appointments for Classroom/Webinar courses will be deleted). If Learners were enrolled in the training via AD group, it is impossible to unenroll them (a warning message will appear).

  • • To download Learner(s) certificates, select the needed Learner(s), and then select Download Certificate(s) action in the sidebar. In the Notifications center you will see the progress of preparing an archive with the Learner(s) certificates. Click the link to download it to your local computer:

 

Рисунок 1345054668

 

NOTE:

If there are no certificates to download for the selected learner(s), you will see the following notification:

 

Рисунок 1345054669

 

 

Certificates in the archive file are grouped by learners (folders with learners’ names). Each folder contains learner’s certificates with Valid, Expiring or Expired statuses (all certificates are downloaded in .pdf format).

 

    • • To import an external training record for a learner, select the needed user, and then select Import action in the sidebar. After that, fill in necessary fields (Course and Completion Date are required) and click Next button:

 

Рисунок 1345054536

 

In the Course filed you can select an existing course for importing the training or enter the title of a non-existing course:

 

Рисунок 1345054570

 

If you enter a non-existing course, you will be required to set the course type (e-Learning, Classroom & Blended Training or Webinar) and categories for it (enter a new one or select already existing):

 

Рисунок 1345054571

 

After that, you can set training’s completion date and specify the number of the granted CEUs.

After clicking the Next button, you will be presented with the following form:

 

Рисунок 1345054609

 

Using this form you can upload a certificate image from your local computer (.tiff, .jpeg, .bmp, .gif, .png, and .pdf formats are supported) or select the certificate template for generating the certificate as well as set the certificate’s Expiry Date. This step is an optional one.

NOTE:

Imported trainings will be displayed on the Dashboard (Completed, Certificates, All, and Transcript tabs) and in the Reports built by Deleted Courses. You will not see the imported trainings on the Course Catalog, Course and Learner Management lists.

NOTE:

Please be advised that in case a certificate Is imported for an existing course on which Learner has existing registration (with Enrolled or Cancelled statuses) and enrolment date is less than Certificate Issued Date, Learner will not see this certificate on the Dashboard.

 

    • • To grant competency(ies) to the Learner(s), select the needed user(s), and then select Grant Competency action in the sidebar. After that, specify competency(ies) with the appropriate levels to be granted and optionally the revocation date:

 

Рисунок 1345054583

 

    • • To revoke competency(ies) from the Learner(s), select the needed Learner(s), and then select Revoke Competency action in the sidebar. After that, select competency(ies) to be revoked:

 

Рисунок 1345054628

 

After revocation, competency will be displayed on the Dashboard in the Revoked Competencies tab.

 

You can download an excel file with all users from the Learner List. To do this, click Export button at the top of the page. An excel file will be downloaded to the local computer (regarding applied filtering).

 

    1. 14.1 Adding users to the Learner List

It is possible to add new users to the Learner List either as individuals or as AD/O365 Groups.

To add new user/group, click Add User(s) button at the top of the page, and then enter user name/group name or email to search for the users/groups to be added. A single user or multiple users can be added as well as a single AD/O365 group or several groups (O365 group means Office 365 group, Mail-enabled security group, or Security group):

 

Рисунок 1345054716

 

After you click Add button, user(s)/resolved user(s) from group(s) will be added to the Learner List and Visitor group of the site collection with the Course Catalog.

 

    1. 14.2 Deleting Learner’s Records from the Course Catalog

There is an option to purge Learner’s records from the current Course Catalog.

To do this, select the needed learner(s), and then in the More actions menu select ‘Purge Learner’s Records’ action:

 

Рисунок 1345054715

 

After that, a confirmation message will appear. Click OK button to proceed or Cancel button to discard the action:

 

Рисунок 385

 

When you agree to continue the purge process, an authentication form will appear. You need to enter the password to proceed:

 

Рисунок 401

 

After that, another confirmation will appear. Click OK button to proceed or Cancel button to discard the action:

 

Рисунок 383953891

 

After deletion of Learner’s records is completed:

  1. 1. Learner will be unenrolled from all courses and training plans of the current Course Catalog;

  2. 2. Learner’s certificates will be deleted;

  3. 3. SCORMs’/AICCs’, quizzes’, and learning modules’ attempts will be deleted;

  4. 4. Learner will not be displayed in the Gradebook;

  5. 5. Learner is not displayed in the Reports;

  6. 6. Learner’s competencies are deleted and he is removed from ‘Granted by’ column on the DB’s Competencies tab;

  7. 7. Learner’s rating is not counted in the course/training plan rating;

  8. 8. Learner is removed from the Learner List;

  9. 9. Learner can see records from other Course Catalogs on the Dashboard.

 

NOTE:

If Learner has been enrolled in a course/training plan via AD group, he will be added to the Learner List again when synchronization has run.

NOTE:

If Learner has another roles (e.g. is site’s Owner), he will also be deleted from all site collection’s groups.

 

  1. 15. Managing Categories

Categories are managed from the Settings section in the Administration back-end:

 

Рисунок 54

 

NOTE:

Only Course Catalog administrators can see such page and create, edit or delete categories.

 

Categories are displayed for the current course catalog:

 

Рисунок 12

 

In this section you can see a list of already created categories and subcategories (click Expand button next to the Parent category to see a list of subcategories), view list of courses that use categories, edit and delete them as well as create new ones.

 

To create a new category:

  1. 1. Click Add Category button on the bottom of the page;

  2. 2. In the left-side menu, enter the name of the category, select its parent category (it will be created as a subcategory) or select ‘Top Level’ if you want to create a parent category:

 

Рисунок 1345054608

 

  1. 3. Click Save button to create a category.

 

To edit a category:

  1. 3. Select the needed one from the list;

  2. 4. In the left-side menu make the necessary changes to the category. You can rename it or change its level (e.g. make it a subcategory);

  3. 5. Click Save button to save the changes.

 

To see courses/training plans that use the category, click View button Рисунок 31 next to its name. The following form will appear:

 

Рисунок 47

 

You can delete only categories that are not in use and do not have subcategories. Do the following steps:

  1. 1. Select the category that you want to delete;

  2. 2. In the left-side menu click Delete Category button:

 

Рисунок 1345054610

 

  1. 3. Confirm the deletion:

 

Рисунок 839122758

 

Any changes in categories will automatically be updated in the course catalog.

 

 

  1. 16. Managing Tags

Tags are managed from the Settings section in the Administration back-end:

 

Рисунок 51

 

NOTE:

Only Course Catalog administrators can see such page and edit or delete tags.

 

Tags are displayed for the current course catalog:

 

Рисунок 1345054704

 

To edit a tag do the following steps:

  1. 1. Click Edit buttonPicture 1345054496;

  2. 2. Make the necessary changes to the tag;

  3. 3. Click “Save Changes” button to save the changes:

Рисунок 1345054705

 

After editing tags, you should save changes or cancel them. If you try to leave the tab or page without carrying out these actions, confirmation will appear:

 

Рисунок 1345054677

 

To see courses/training plans that use this tag, click View buttonPicture 1345054505. The following form will appear:

 

Picture 1345054507

 

To delete a tag perform the following steps:

  1. 1. Click Delete buttonPicture 1345054509;

  2. 2. Confirm the deletion:

 

Picture 1345054510

 

Any changes in tags will automatically be updated in the course catalog.

  1. 17. Managing Competencies

NOTE:

Competency Framework is available when Trial License is activated or ‘Competency Framework’ option is selected in the license (additionally purchased). If you see the following message, please contact your EFI Business Manager or LMS365 Support Team:

 

Рисунок 1345054660

 

The same will happen on the Dashboard in the Competencies tab:

 

Рисунок 1345054663

 

 

Competencies are managed from the Settings section in the Administration back-end:

 

Рисунок 49

 

NOTE:

Only Course Catalog administrators can see such page and add, edit or delete competencies.

NOTE:

Competencies are Course Catalog based items.

 

To add a new competency, in the Competency Framework section select Manage Competencies tab, and then click Add Competency button:

 

Рисунок 55

 

In the Add Competency sidebar specify the Name of the created competency, select Scale Set (you can select either Default one or create a new one first), and optionally specify categories and tags:

 

Рисунок 57

 

Click Save button to add a new competency to the Competencies list.

 

To add a new Scale Set, in the Competency Framework section select Manage Scale Sets tab, and then click Add Scale Set button:

Рисунок 1345054664

 

In the Add Scale Set sidebar, specify the Name of the created scale set, select whether it will be the default one, and then add competency levels with the corresponding values (you can add new, edit existing ones as well as delete them):

 

Рисунок 60

 

Click Save button to add a new scale set to the Scale Sets list. After scale set is created, you can delete it (the default scale set can be deleted only after another one is set to default).

 

To see course(s) and training plan(s) that use the competency, click View icon next to its name. ‘Training(s) using this Competency’ sidebar will open:

 

Рисунок 394

 

To remove competency from the training, click the Delete button next to its name, and then confirm the deletion:

 

Рисунок 395

 

 

  1. 18. Managing Enrollment Flows

Enrollment flows are managed from the Settings section in the Administration back-end:

 

Рисунок 48

 

NOTE:

Only Course Catalog administrators can see such page and manage Enrollment Flows.

 

In the Enrollment Flows section you can enable or disable Enrollment Flows that will be available in the Course/Training Plan creation (by default all are enabled except the External Approval one).

Select the needed Enrollment Flows and click Save Changes button to save the changes or Cancel Changes button to discard them:

 

Рисунок 1345054703

 

The changes will now be applied for the Course/Training Plan creation.

External Approval (Webhook) enrollment flow allows creating a custom approval flow (e.g. in Microsoft Flow) using ‘EnrollmentApprovalRequest’ Webhook Event. For more detailed information please read our Help Center article.

  1. 19. Managing Email Notifications

Email notifications are managed from the Settings section in the Administration back-end. Click Settings tile followed by Email Notification Templates:

 

Рисунок 25

 

NOTE:

Only Course Catalog administrators can see such page and manage Email Notifications & Exchange Online Settings.

 

User’s email account is used for email delivery and booking Office 365 rooms. To enable correct delivery of email notifications, administrator must configure an email account, which will be used to send email notifications and booking Office 365 rooms. To do this, complete the following steps:

  1. 1. In the Email Notification Templates section click Exchange Online Settings button Picture 1345054478:

 

Рисунок 1345054683

 

  1. 2. On the open page Enable Email Notifications (they are disabled by default), enter your Office 365 Email Address, and then Email Account Password:

 

Picture 642

 

NOTE:

Account used for LMS365 Exchange Online Settings configuration must be an “In Cloud” account only, i.e. created directly in Office 365 to avoid ADFS authentication issues.

 

  1. 3. Click Save button to save the changes or Close button to discard them.

 

NOTE:

The system will not send out email notifications if the email account is not configured or invalid or email is from another tenant.

NOTE:

If email account is not configured, user will not see created in LMS365 Exchange Online rooms while creating new Classroom & Blended Training course (in Select Room dialog box). The following warning will appear:

 

Picture 643

 

NOTE:

We use Office 365 mail delivery approach for handling email notifications. In case you meet delivery issues, please have your administrator consult the following page for tips on how to fix the problem.

 

In the Email Notification Templates section you can enable or disable notifications that will be sent to the users (by default all are enabled).

Select the needed notification templates and click Save changes button to save the changes or Cancel Changes button to discard them:

 

Рисунок 1345054685

 

  • • Course Enrollment Approval Request – enables sending to the approver an email notifying him about course registration pending approval;

  • • Approval Reminder – enables sending to the approver an email notifying him about pending enrollment request. Edit the Approval Reminder template to set number of days after the enrollment request has been made and has not been approved or rejected by the approver to send the reminder. To send several reminders, enter several number of days (default are 7, 14, 21) separated by comma (their values must be positive and integer):

 

Picture 1345054454

 

NOTE:

‘Approver’ recipient in the email template means either Line Manager or LMS Administrator depending on which enrollment flow is handled by the system.

 

  • • Course Completed Confirmation – enables sending to the enrolled learner that the course is completed;

  • • Course Enrollment Confirmation – enables sending to the learner an email notifying him that he has been enrolled in the course;

  • • Cancelled Notification – enables sending to the learner an email notifying that his enrollment to the course has been cancelled;

  • • Pending Approval Confirmation – enables sending to the learner an email notifying that his enrollment request is pending approval;

  • • Reject Confirmation – enables sending to the learner an email notifying that his enrollment request has been rejected;

  • • Course Due Date Reminder – enables sending to the enrolled learner an email notifying him about the course due date. Edit the Course Due Date Reminder template to set number of days prior to the course due date on which the reminder will be sent to the enrolled learners. To send several reminders, enter several number of days (default are 14, 7, 3, 1) separated by comma (their values must be positive and integer):

 

Picture 460

 

  • • Course Due Date Passed – enables sending to the specified users an email notifying them that the course has passed its due date;

  • • Certificate Expiry Reminder – enables sending to the specified users an email notifying them that the course certificate is about to expire. Edit the Certificate Expiry Reminder template to set number of days prior to the certificate expiration on which the reminder will be sent to the users. To send several reminders, enter several number of days (default are 60, 30, 14, 7) separated by comma (their values must be positive and integer):

 

Picture 463

 

  • • Certificate Expired – enables sending to the specified users an email notifying them that the course certificate has expired;

  • • Course Published – enables sending to the LMS Admin and Course Administrator an email notifying them that the course has been published;

  • • Course Unpublished – enables sending to the LMS Admin and Course Administrator an email notifying them that the course has reached its end date;

NOTE:

Course Published and Course Unpublished notifications are not sent if course Start/End dates are less than course creation date.

 

  • • Course Ended – enables sending to the learner an email notifying him that the course has reached its end date;

  • • Classroom Scheduled – enables sending to the learner and Course Administrator an email notifying them that the classroom training has been scheduled;

  • • Classroom Start Reminder – enables sending to the enrolled learner an email notifying him about the classroom training start date. Edit the Classroom Start Reminder template to set number of days prior to the start date on which the reminder will be sent to the users. To send several reminders, enter several number of days (default are 7, 3, 1) separated by comma (their values must be positive and integer):

NOTE:

If AD group has been added to the classroom training attendees, each member of this group will receive a Classroom Scheduled notification.

 

Picture 26

 

  • • Training Plan Enrollment Approval Request – enables sending to the approver an email notifying him about training plan registration pending approval;

  • • Training Plan Approval Reminder – enables sending to the approver an email notifying him about pending enrollment request. Edit the Training Plan Approval Reminder template to set number of days after the enrollment request has been made and has not been approved or rejected by the approver to send the reminder. To send several reminders, enter several number of days (default are 7, 14, 21) separated by comma (their values must be positive and integer):

 

Picture 38

 

NOTE:

‘Approver’ recipient in the email template means either Line Manager or LMS Administrator depending on which enrollment flow is handled by the system.

 

  • • Training Plan Completed Confirmation – enables sending to the enrolled learner that the training plan is completed;

  • • Training Plan Enrollment Confirmation – enables sending to the learner an email notifying him that he has been enrolled in the training plan;

  • • Training Plan Cancelled Notification – enables sending to the learner an email notifying that his enrollment to the training plan has been cancelled;

  • • Training Plan Pending Approval Confirmation – enables sending to the learner an email notifying that his enrollment request is pending approval;

  • • Training Plan Reject Confirmation – enables sending to the learner an email notifying that his enrollment request has been rejected;

  • • Training Plan Due Date Reminder – enables sending to the enrolled learner an email notifying him about the training plan due date. Edit the Training Plan Due Date Reminder template to set number of days prior to the training plan due date on which the reminder will be sent to the enrolled learners. To send several reminders, enter several number of days (default are 14, 7, 3, 1) separated by comma (their values must be positive and integer):

NOTE:

If courses included into the training plan do not have prerequisites, learner will receive only Training Plan Enrollment Confirmation when enrolls into it, no Course Enrollment Notifications will be sent. If courses have prerequisites inside the training plan, learner will receive Training Plan Enrollment Confirmation when he enrolls into it along with the Course Enrollment Notifications each time learner enrolls into the unlocked course of the training plan.

The same logic is applied when learner retakes training plan or unenrolls from it.

 

Picture 45

 

  • • Training Plan Due Date Passed – enables sending to the specified users an email notifying them that the training plan has passed its due date;

  • • Training Plan Certificate Expiry Reminder – enables sending to the specified users an email notifying them that the training plan certificate is about to expire. Edit the Training Plan Certificate Expiry Reminder template to set number of days prior to the certificate expiration on which the reminder will be sent to the users. To send several reminders, enter several number of days (default are 60, 30, 14, 7) separated by a comma (their values must be positive and integer):

 

Picture 1345054477

 

  • • Training Plan Certificate Expired – enables sending to the specified users an email notifying them that the training plan certificate has expired;

  • • Training Plan Published – enables sending to the LMS Admin and Course Administrator an email notifying them that the training plan has been published;

  • • Training Plan Unpublished – enables sending to the LMS Admin and Course Administrator an email notifying them that the training plan has reached its end date;

NOTE:

Training Plan Published and Training Plan Unpublished notifications are not sent if training plan Start/End dates are less than training plan creation date.

 

  • • Training Plan Ended – enables sending to the learner an email notifying him that the training plan has reached its end date;

  • • Webinar Start Reminder – enables sending to the enrolled learner an email notifying him about the webinar training start date. Edit the Webinar Start Reminder template to set a number of days prior to the start date on which the reminder will be sent to the users. To send several reminders, enter several number of days (default are 7, 3, 1) separated by a comma (their values must be positive and integer):

 

Picture 26

 

  • • Course Session Selection Request – enables sending to the learner and Line Manager an email notifying that course session selection request for a course is pending (if learner was added to the course through SP group or was enrolled in a training plan which includes courses with ‘Enroll user into a single session’ option selected);

  • • Webinar Scheduled - enables sending to the learner and Course Administrator an email notifying them that the webinar training has been scheduled;

  • • Classroom Session Updated (only for Mobile App) – enables sending to the learner a notification about classroom session update (Start/End dates, Time Zone or Room have been changed). This notification will only be sent to the Mobile App (learner will see it in the Notifications tab and as a push notification);

  • • Classroom Session Cancelled (only for Mobile App) – enables sending to the learner a notification that the classroom session has been cancelled. This notification will only be sent to the Mobile App (learner will see it in the Notifications tab and as a push notification);

  • • Webinar Session Updated (only for Mobile App) – enables sending to the learner a notification about webinar session update (Start/End dates, Time Zone or Meeting URL have been changed). This notification will only be sent to the Mobile App (learner will see it in the Notifications tab and as a push notification);

  • • Webinar Session Cancelled (only for Mobile App) – enables sending to the learner a notification that the webinar session has been cancelled. This notification will only be sent to the Mobile App (learner will see it in the Notifications tab and as a push notification);

  • • Course Progress Reset – enables sending to the learner a notification that progress of one or more modules in the course he has taken has been reset;

  • • Training Plan Progress Reset – enables sending to the learner a notification that progress of one or more courses in the training plan he has taken has been reset;

  • • Competency Awarded – enables sending to the learner a notification that a competency was granted by completing a course/training plan;

  • • Competency Updated – enables sending to the learner a notification that a competency level has been changed;

  • • Competency Revoked – enables sending to the learner and the line manager a notification that competency level has expired;

  • • Competency Revocation Reminder - enables sending to the learner a notification that competency level is about to expire. To send several reminders, enter several number of days (default are 30, 14, 7) separated by a comma (their values must be positive and integer):

NOTE:

If AD group has been added to the webinar training attendees, each member of this group will receive a Webinar Scheduled notification.

 

Рисунок 56

 

It is also possible to edit notification templates. To do this, click Edit button Picture 1345054449 next to the name of the notification template you want to edit:

 

Рисунок 479

 

In the open form make necessary changes and click Save button to save them or Cancel button to discard the changes:

 

Рисунок 39

 

Field ‘To’ by default is filled according to the notification templates:

 

Template Name

Default Recipient(s)

Course Enrollment Approval Request

Controlled by Enrollment Flow

Approval Reminder

Controlled by Enrollment Flow

Course Completed Confirmation

Learner

Course Enrollment Confirmation

Learner

Cancelled Notification

Learner

Pending Approval Confirmation

Learner

Reject Confirmation

Learner

Course Due Date Reminder

Learner

Course Due Date Passed

Learner & Line Manager

Certificate Expiry Reminder

Learner & Line Manager

Certificate Expired

Learner & Line Manager

Course Published

LMS Admin & Course Administrator

Course Unpublished

LMS Admin & Course Administrator

Course Ended

Learner

Classroom Scheduled

Learner & Course Administrator

Classroom Start Reminder

Learner

Training Plan Enrollment Approval Request

Controlled by Enrollment Flow

Training Plan Approval Reminder

Controlled by Enrollment Flow

Training Plan Completed Confirmation

Learner

Training Plan Enrollment Confirmation

Learner

Training Plan Cancelled Notification

Learner

Training Plan Pending Approval Confirmation

Learner

Training Plan Reject Confirmation

Learner

Training Plan Due Date Reminder

Learner

Training Plan Due Date Passed

Learner & Line Manager

Training Plan Certificate Expiry Reminder

Learner & Line Manager

Training Plan Certificate Expired

Learner & Line Manager

Training Plan Published

LMS Admin & Course Administrator

Training Plan Unpublished

LMS Admin & Course Administrator

Training Plan Ended

Learner

Webinar Start Reminder

Learner

Course Session Selection Request

Learner & Line Manager

Webinar Scheduled

Learner & Course Administrator

Classroom Session Updated (only for Mobile App)

Learner

Classroom Session Cancelled (only for Mobile App)

Learner

Webinar Session Updated (only for Mobile App)

Learner

Webinar Session Cancelled (only for Mobile App)

Learner

Course Progress Reset

Learner

Training Plan Progress Reset

Learner

Competency Awarded

Learner

Competency Updated

Learner

Competency Revoked

Learner & Line Manager

Competency Revocation Reminder

Learner

 

In ‘To’ and ‘Cc’ fields it is possible to select users who will receive the notification from the drop-down list or specify users from the Tenant (it is impossible to select AD Groups):

 

Picture 1345054514

 

For each notification template, variable fields are specific and can be viewed in the Edit mode of the notification template:

 

Рисунок 1345054435

 

The approver will receive the following email notification when a Learner enrolls in a course/training plan with Line Manager or LMS Administrator Approval enrollment type:

 

Picture 1345054452

 

When the approver clicks Approve link he will be redirected to the following page where he can approve the enrollment request:

 

Picture 1345054473

 

When the approver clicks Reject link, he will be redirected to the following page, where he can reject the enrollment request:

 

Picture 1345054474

 

NOTE:

Line Managers are able to approve or reject a request using only the links from an email notification. They must be members of ‘Visitors’ group on the site where course catalog is added in order to be able to do that.

NOTE:

When the approver tries to approve enrollment request in the full Classroom & Blended Training course using links from an email notification, he will see the following tooltip:

 

Picture 647

 

  1. 20. Managing Certificates

Certificates are managed from the Certificate Templates section in the Administration back-end:

 

Рисунок 22

 

To create a new certificate template, click New Certificate button:

Рисунок 386

 

You will be able to choose whether to create a new certificate for the Course or for the Training Plan:

 

Рисунок 387

 

After that, fill in the open form:

 

Picture 1345054518

 

  • − Name – specify title for the certificate template;

  • − Description – enter description for the certificate template;

  • − Background Image – upload a custom background image or use default one. Select area on the background image to place the certificate text by drawing a box on it:

Picture 1345054455

  • − Content – the certificate text that will be placed in the defined area on the certificate template. You may use variables that are described in the form.

  • − Text Alignment – select either Left, Center or Right to set the text alignment;

  • − Vertical Alignment – select either Top, Middle or Bottom to set the vertical alignment;

  • − Drop Shadow – enable this option if you want the text to drop shadow;

  • − Font – select from the drop-down list the font type for the text of the certificate;

  • − Font Size – enter the font size of the text;

  • − Font Style – enable options to apply corresponding style to the text.

NOTE:

The only difference between two types of certificates is two more variables in the Training Plan certificate template: {training plan} and {courses}:

 

Picture 1345054519

 

NOTE:

Date and time format of the certificate is not changed according to the settings of Course/Course Catalog site. Therefore, you can set the format using the provided tokens. Expand All Formats under the needed token to see the full list and use necessary one:

 

Picture 1345054520

 

 

Certificate is assigned to a course/training plan during course/training plan creation or editing.

 

  1. 21. Course Ratings

Star rating system is now available on the Course and Training Plan Home pages (it is displayed under the course/training plan title). Learner can set and change his own rating for courses/training plans with the In Progress and Completed statuses:

 

Рисунок 1345054579

 

Visitors and Learners with the Not Started status as well as Course Administrators that are not enrolled in the course/training plan cannot set rating.

Training Plans are rated separately from courses included into them.

When Learner completes the training, he will see the message asking him to rate the course or training plan:

 

Рисунок 1345054724

LMS Administrator as well as Course Administrator can manage rating of courses and training plans. To do this, go to the Admin Center > Course Management > Course/Training Plan List > select the needed item > Manage Rating in the sidebar:

 

Рисунок 397

 

In this section, administrator can see what rating and on what date and time has been set by specific learner as well as hide this rating (however, learner will still see his rating on the Course Home page) and export rating information to excel:

 

Рисунок 1345054481

 

Please pay attention that number of ratings is not recounted even after you hide all of them, so we recommend you to leave at least one rating for displaying.

  1. 22. My Training Dashboard

My Training Dashboard is a configurable web part that enables Managers to see a high-level overview of their employees’ trainings and Learners to get an overview of all their trainings. This web part has two views: Team View Picture 23 and Personal View Picture 24.

NOTE:

Two modes (Team View and Personal View) are available for user if he is a Manager (user who is specified as a Manager in Azure AD).

If user is a Learner, only Personal View is available for him.

NOTE:

See more information on how to set up Manager->subordinate relationship at https://helpcenter.elearningforce.com/hc/en-us/articles/214108849.

    1. 22.1 Managing My Training Dashboard Tabs

To manage My Training Dashboard Web Part tabs:

 

    1. 1. Enter page Edit mode (click the Edit button in the ribbon);

    2. 2. Click the Settings icon in upper-right corner:

 

Рисунок 1345054433

 

    1. 3. In the open menu choose the tabs to be displayed in My Training Dashboard web part by checking or unchecking corresponding checkboxes:

 

Рисунок 409

 

    1. 4. Apply the changes or close the settings menu. The made changes will be displayed on a page with My Training Dashboard web part.

 

    1. 22.2 Managing My Training Dashboard Columns

You can add My Training Dashboard Web Part with the ability to configure columns in all tabs of this Web Part to your site. For the sites created via installation of the LMS365 App, My Training Dashboard web part and link to it are added automatically.

 

When editing the Web Part, click Settings button to select which tabs to show:

 

Рисунок 1345054648

 

In each tab of My Training Dashboard there is Settings icon using which you can choose columns to display in current tab:

 

Picture 1345054462

 

NOTE:

In tabs that also include tabs (e.g. CEUs tab is divided into Earned, Planned, and All tabs), each of them has its own settings.

 

After clicking Settings icon, you will be presented with the following screen:

 

Рисунок 1345054689

 

Here you can select the columns to display in the list view. To change ordering, use drag-and-drop or the "up" and "down" buttons next to each column. Click Apply button to save and apply the changes.

 

NOTE:

Start Date column in the Enrollment section displays date when course changed its status from ‘Not Started’ to ‘In Progress’. It is not displayed for course with ‘Not Started’ status.

NOTE:

Whilst editing Web Part you can switch to the Team View Mode of the Dashboard as well and choose columns to display:

 

Picture 1345054485

 

 

    1. 22.3 Team View Mode

In the Team View mode, manager can see his subordinates’ training activity overview and details, approve or reject enrollment requests, as well as see subordinates’ transcripts:

Рисунок 1345054692

 

In the Team View mode, My Training Dashboard Header is divided into the following sections: Manager’s name, Completed, In Progress, Not Started, Expired Certificates, Overdue, and Enrollment Requests sections:

 

Рисунок 1345054697

 

  • − Completed section – displays the percentage of courses that user’s subordinates have already completed;

  • − In Progress section – displays the percentage of courses that user’s subordinates have already started, but have not completed yet;

  • − Not Started section – displays the percentage of courses that user’s subordinates have not started;

  • − Expired Certificates – displays total number of user’s subordinates certificates that have expired (if a subordinate has several expired certificates for one course, only the latest one is counted). User can use this section as filter to search users with expired certificates;

  • − Overdue section – displays total number of user’s subordinates who have not completed the course up to the Due Date or have completed it after the Due Date came. User can use this section as filter to search users enrolled in courses with Overdue status;

  • − Enrollment Requests section – show total number of requests pending approval. User can use this section as filter to search users with enrollment requests.

 

On this page, information can be grouped using different filters: User(s), Date Type or Period:

 

Picture 1345054538

 

  • − User(s) – select one or several subordinates on which you want to get information;

  • − Date Type – select date type to filter information: Completion Date, Due Date or Enrollment Date;

  • − Period – select dates by which information about subordinates will be filtered.

NOTE:

All dates are shown according to the regional settings of the current site.

The following information is presented in the Team View mode:

  • − Learner column – displays learner’s name. In this column, only user’s subordinates are displayed. Clicking on the name of the subordinate, user can see further hierarchy:

 

Рисунок 1345054698

 

NOTE:

Users with disabled AD accounts are not shown as subordinates on the Dashboard.

NOTE:

On each level of hierarchy, you will see information about training activities of the subordinates of your subordinate.

 

  • − Callout menu – callout menu actions allow viewing course details and subordinate’s transcript, as well as approving/rejecting enrollment requests and importing an external training:

 

Рисунок 1345054614

 

    • To view course details – click View Course Details button Picture 1345054528 or Expand button C:\Users\AGEUCH~1\AppData\Local\Temp\SNAGHTML37d936da.PNGnext to the name of the needed subordinate. Detailed information on subordinate’s training activities will appear:

 

Picture 1345054542

 

      • ▪ Course Name column – displays course/training plan title. You can click Expand button C:\Users\AGEUCH~1\AppData\Local\Temp\SNAGHTML37d936da.PNG next to the name of the training plan to see details about courses included in it;

      • ▪ Status column – displays completion status of a course/training plan (Not Started, In Progress, Completed);

      • ▪ Overdue Status column – displays course/training plan overdue status. It can be as follows:

  1. a. Empty – if the course/training plan is not completed and the Due Date has not come yet;

  2. b. On Time – if the course/training plan has been completed before the Due Date;

  3. c. Overdue – if the course/training plan has not been completed up to the Due Date or has been completed after the Due Date;

      • ▪ Due Date column – displays the course/training plan due date;

      • ▪ Date & Time Completed column – displays on what date and time Learner has completed the course/training plan;

      • ▪ Certificate column – to view Learner’s certificates, click View button Picture 1345054498 (the certificate will be downloaded). Depending on the certificate status, this button can be green (valid certificate) or red (expired certificate);

      • ▪ Certificate Expiry Date column – displays certificate expiry date;

      • ▪ CEUs column – displays the number of CEUs earned for the course/training plan completion.

    • To approve/reject enrollment requests – click Approve Enrollments button Picture 1345054643. The following dialog box will appear:

 

Picture 1345054684

 

Click Approve and then Approve button one more time to approve enrollment request:

 

Picture 1345054686

 

OR click Reject button, enter Reject message and then Reject button one more time to reject enrollment request:

 

Picture 1345054646

 

    • To view subordinate’s Transcript – click Transcript button Picture 1345054545. The information will be presented in the following form:

 

Picture 1345054592

 

You can export this information to .pdf format by clicking Export to PDF button in the upper right corner.

    • To import an external training – click Import External Training button Рисунок 1345054680. After that, you will be required to select the Course Catalog for importing:

 

Рисунок 1345054702

 

After that, you will need to fill in the form, specifying the course title, course type and categories (for a non-existing one), set the completion date and additionally specify the number of granted CEUs. Then select the certificates image from your local computer or select the certificate template for generating the certificate, and specify certificate’s expiry date (this step is optional). For more information please read this section.

Imported training will be displayed in Completed, Certificates, All, and Transcript tabs (in the Personal View mode).

 

  • − In Progress column – displays total number of courses that user’s subordinate has already started, but has not completed yet;

  • − Not started column – displays total number of courses that user’s subordinate has not started;

  • − Overdue column – displays total number of courses that have reached their Due Dates;

  • − Completed column – displays total number of courses that user’s subordinate has already completed;

  • − Expired Certificates column – displays total number of certificates that have expired (if user has several expired certificates for one course, only the latest one is counted);

  • − Certificates column – displays total number of user’s subordinate certificates (Valid and Expired). If a subordinate has several certificates for one course, only the latest one is counted. Click the certificate icon to download the certificate to your local computer;

  • − CEUs column – displays total number of CEU points that user’s subordinate has earned.

 

You can save the information presented on this page to your local computer. To do this, click Export to Excel button and save the .xlsx file. The information will be presented in the following form:

 

Picture 1345054661

 

    1. 22.4 Personal View Mode

In the Personal View mode (is selected by default), user can see his own training progress, divided into 9 tabs: Current Training, In Progress, All, Completed, Ended, Pending, CEUs, Leaderboard, and Transcript. Each of these items can be enabled / disabled by editing the Web Part:

Рисунок 398

 

 

NOTE:

If learner is enrolled in a training plan with a number of courses included in it, on the Dashboard he will see only training plan. To see courses included in a training plan, click Expand button C:\Users\AGEUCH~1\AppData\Local\Temp\SNAGHTML37d936da.PNG next to the needed training plan.

 

      1. 22.4.1 My Training Dashboard Header (Personal View)

 

In the Personal View mode, My Training Dashboard Header is divided into the following sections: Learner’s name section, Course Completed section, number in company ranking section and CEUs section:

Рисунок 1345054721

 

  • − Learner’s name section – displays Learner’s name;

  • − Course Completed section – displays the number of Learner’s completed courses (completed unpublished and completed deleted courses are also counted)/the number of all Learner’s courses (completed unpublished and completed deleted courses are also counted), considering courses from the whole tenant;

  • − in company ranking section – displays number of Learner’s ranking in his/her company;

  • − CEUs section – displays the number of Learner’s earned CEUs (by course/training plan completion).

NOTE:

If user is enrolled in a training plan, courses included in it are counted in a total number of courses, i.e. if user is enrolled in one course and one training plan that includes two courses, a total number of courses will be three.

 

NOTE:

If some Learners have the same number of CEUs Learner, who has first completed the course/training plan will be on top.

NOTE:

In case Learners have no CEUs, Number in company ranking section is hidden and CEUs section will show 0 earned CEUs.

 

      1. 22.4.2 Current Training Tab

Current Training tab displays courses/training plans with Not Started or In Progress statuses:

Picture 1345054625

 

  • − Course Name – displays the title of the course/training plan;

  • − Due Date – displays the due date of the course/training plan;

  • − Progress – displays Learner’s completion status:

    • Not Started status – Learner has enrolled, but has not started the course/training plan;

    • In Progress status – Learner has started, but has not completed the course/training plan;

  • − Actions – displays action buttons: Go to Course button Picture 454, Unenroll button Picture 459 , and Information button Рисунок 1345054620 (for Classroom & Blended and Webinar course types).

If you click Go to Course button, you will be redirected to the course or training plan site page. If you click Unenroll button, you will be required to enter a cancellation message:

 

Picture 666

 

Click OK button to confirm unenrollment or Cancel button to discard this action.

NOTE:

Learners that were enrolled in a course via AD group cannot unenroll from it. They will see the following message:

 

Picture 476

 

 

Click Information button to see course session in which you are enrolled:

 

Рисунок 653

 

      1. 22.4.3 In Progress Tab

In Progress tab displays courses/training plans that Learner has started, but has not completed yet:

 

Picture 1345054611

 

  • − Course Name – displays the title of the course/training plan;

  • − Due Date – displays the due date of the course/training plan;

  • − Actions – displays action buttons: Go to Course button Picture 1345054602, Unenroll button Picture 1345054603 , and Information button Рисунок 1345054632 (for Classroom & Blended and Webinar course types). If you click Go to Course button, you will be redirected to the course or training plan site page. If you click Unenroll button, you will be required to enter a cancellation message:

 

Picture 1345054612

 

Click OK button to confirm unenrollment or Cancel button to discard this action.

NOTE:

Learners that were enrolled in a course via AD group cannot unenroll from it. They will see the following message:

 

Picture 1345054582

 

 

Click Information button to see course session in which you are enrolled:

 

Рисунок 652

      1. 22.4.4 All Tab

By default, this tab is hidden. To make it available on My Training Dashboard, edit My Training Dashboard Web Part.

All tab displays all courses/training plans from the whole tenant in which user is a Learner regardless their statuses:

 

Picture 1345054530

 

  • − Course Name – displays the title of the course/training plan;

  • − Due Date – displays the due date of the course/training plan;

  • − Progress – displays Learner’s completion status:

    • Not Started status – Learner has enrolled, but has not started the course/training plan;

    • In Progress status – Learner has started, but has not completed the course/training plan;

    • Completed status – Learner has completed the course/training plan.

  • − Completion Date – displays the date of the course/training plan completion;

  • − Actions – displays action buttons: Go to Course button Picture 1345054539 and Unenroll button Picture 1345054540 for courses with Not Started and In Progress statuses, Information button Рисунок 1345054635 (for Classroom & Blended and Webinar course types), and Retake Course button Picture 1345054581 for courses with Completed status and expiring or expired certificates.

If you click Go to Course button, you will be redirected to the course or training plan site page. If you click Unenroll button, you will be required to enter a cancellation message:

 

Picture 1345054567

 

Click OK button to confirm unenrollment or Cancel button to discard this action.