Site Admin Dashboard

This is where courses are developed and built to allow users to access them. Think of it as your "training vault".

This is where you link all the courses together to target specific users to specific learning plans. (ie required training).

Adjust how the curriculum page looks by adjusting various filters to customize your look.

Create a custom certificate for any course or curriculum.

View all documents/certificates that an employee has in their portfolio.

Upload a document / cert for you or on behalf of another employee.

These are the categories that track expiration's and documents for all employees to upload or automated completion of skills.

This dashboard represents your transcript and the ability to view any employee's transcript, as well as download an excel report of courses, documents, certificates, policies and forms.

View all forms, Create a new form, edit email templates and import a form.

View the various language and edit email templates for all forms.

Edit the submission settings for Form Builder.

This page provides enable/disable features of the form builder.

Manage, Upload and Create policies to be sent out to any user or a userset. Issue expiry dates and revoke policies

Create and organize sections for your policy uploads by categorizing them (e.g., Health & Safety, HR). This makes it easier for employees to find and view the policies.

Create questions for employees in policies to validate their understanding. This is optional.

This page provides links to different settings in the policy tracker.

Configure and download an excel report of courses, documents, certificates, policies and forms.

Create a report for all users, usersets, curriculums and courses.

Create a custom report of all training courses for any user or group of users using the step by step wizard to create your fields of data in columns and graphs.

Custom Reports let you build your own reports (like who finished what course and when) so you can track learning progress the way you want, without needing coding.

A client admin can use this tool to "purge" the server based on changes a client admin performs on the system to update the data.