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Compass

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[[Image:Index_logo_compass.png|1000px]]
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'''Are you new to Compass? Start Here: [[Getting Started with Compass]]'''
 +
Below is a list of help topics tailored for the LearnLive Compass<sup>TM</sup> product. If you do not see the topic you are looking for, or to see the full list of topics for the entire LearnLive platform, see [[Continuum]].
Below is a list of help topics tailored for the LearnLive Compass<sup>TM</sup> product. If you do not see the topic you are looking for, or to see the full list of topics for the entire LearnLive platform, see [[Continuum]].
-
=General=
+
==Getting Started==
 +
[[Getting Started with Compass]]
 +
<br><br>
 +
 
 +
==General==
 +
<br>
 +
===Using the LearnLive System===
 +
[[Understanding the LearnLive system]]
 +
 
 +
[[Version 2.0: FAQ]]
 +
 
 +
[[System Requirements]]
 +
 
 +
[[View the administrative dashboard]]
 +
 
 +
[[View a university]]
 +
 
 +
[[Use the calendar]]
 +
 
 +
[[Customize your dashboard]]
 +
 
<code><br/><br/></code>
<code><br/><br/></code>
-
==Getting started==
+
===Additional Resources===
-
===[[Understanding the LearnLive system]]===
+
[[Submit a feature request]]
-
===[[Version 2.0: FAQ]]===
+
 
-
===[[System Requirements]]===
+
[[Report a bug]]
-
===[[View the administrative dashboard]]===
+
 
-
===[[View a university]]===
+
-
===[[Use the calendar]]===
+
-
===[[Customize your dashboard]]===
+
<code><br/><br/></code>
<code><br/><br/></code>
-
==Additional Resources==
+
 
-
===[[Submit a feature request]]===
+
==Users==
-
===[[Report a bug]]===
+
<code><br/><br/></code>
<code><br/><br/></code>
 +
===Working with users===
 +
[[Understanding user profiles]]
 +
 +
[[Search for one or more users]]
 +
 +
[[View a user profile]]
 +
 +
[[View a user's completed programs]]
 +
 +
[[View a user's enrolled programs]]
 +
 +
[[View a user's required programs]]
 +
 +
[[Enroll users in a session of a program]]
 +
 +
[[Un-enroll users from a session of a program]]
 +
 +
[[Pass a user for a session]]
 +
 +
[[View user groups to which a user belongs]]
 +
 +
[[Create a user profile]]
 +
 +
[[Edit an existing user profile]]
 +
 +
[[Add or edit many users in bulk]]
 +
 +
[[Transfer a user with an existing LearnLive account into your company]]
 +
 +
[[Move a user to, from, or between child companies]]
 +
 +
[[Remove a user profile]]
 +
 +
[[Expire a user profile]]
 +
 +
[[Set a user profile to expire on a future date]]
 +
 +
[[Create a reference to an instructor]]
 +
 +
[[Manage instructor profiles that appear in a university]]
 +
 +
[[Add a photo to a user profile]]
 +
 +
[[Reset the completion attempts for a participant in a session]]
 +
 +
[[Assign partial credit to a participant for a program]]
 +
 +
[[Assign custom credit to a participant for a program]]
 +
 +
[[Assign instructor credit to an instructor for a program]]
 +
 +
[[Log in as a different user]]
 +
 +
[[Add custom fields to all user profiles]]
 +
 +
[[Approve or deny enrollment requests]]
-
=Users=
 
<code><br/><br/></code>
<code><br/><br/></code>
-
==Working with users==
+
===Working with user groups===
-
===[[Understanding user profiles]]===
+
[[Understanding user groups]]
-
===[[Search for one or more users]]===
+
 
-
===[[View a user profile]]===
+
[[Search for one or more user groups]]
-
===[[View a user's completed programs]]===
+
 
-
===[[View a user's enrolled programs]]===
+
[[Create user groups]]
-
===[[View a user's required programs]]===
+
 
-
===[[Enroll users in a session of a program]]===
+
<!--[[Limit access to programs based on user group]]removed this on 5/6/13 till we get it sorted out-->
-
===[[Un-enroll users from a session of a program]]===
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[[Grant user groups access to a catalog]]
-
===[[Pass a user for a session]]===
+
 
-
===[[View user groups to which a user belongs]]===
+
-
<!--===[[View a user's compliance status]]===-->
+
-
===[[Create a user profile]]===
+
-
===[[Edit an existing user profile]]===
+
-
===[[Add or edit many users in bulk]]===
+
-
===[[Transfer a user with an existing LearnLive account into your company]]===
+
-
===[[Remove a user profile]]===
+
-
===[[Expire a user profile]]===
+
-
===[[Set a user profile to expire on a future date]]===
+
-
===[[Create a reference to an instructor]]===
+
-
===[[Manage instructor profiles that appear in a university]]===
+
-
===[[Reset the score for a participant in a program]]===
+
-
===[[Assign custom credit to a participant for a program]]===
+
-
===[[Assign instructor credit to an instructor for a program]]===
+
-
===[[Log in as a different user]]===
+
-
===[[Add custom fields to all user profiles]]===
+
-
===[[Approve or deny enrollment requests]]===
+
<code><br/><br/></code>
<code><br/><br/></code>
-
==Working with user groups==
+
===Working with coaches===
-
===[[Understanding user groups]]===
+
[[Designate a user as a coach]]
-
===[[Search for one or more user groups]]===
+
 
-
===[[Create user groups]]===
+
[[Assign a coach to a participant]]
-
<!--===[[Limit access to programs based on user group]]=== removed this on 5/6/13 till we get it sorted out-->
+
 
-
===[[Grant user groups access to a catalog]]===
+
[[Assign a participant to a coach]]
 +
 
 +
[[Manage coaches]]
 +
 
<code><br/><br/></code>
<code><br/><br/></code>
-
==Working with coaches==
+
 
-
===[[Designate a user as a coach]]===
+
==Programs==
-
===[[Assign a coach to a participant]]===
+
-
===[[Assign a participant to a coach]]===
+
-
===[[Manage coaches]]===
+
<code><br/><br/></code>
<code><br/><br/></code>
 +
===Working with programs===
 +
[[Understanding programs and sessions]]
 +
 +
[[Search for one or more programs]]
 +
 +
[[Create a new program]]
 +
 +
[[Assign practice areas to a program]]
 +
 +
[[Assign fields of study to a program]]
 +
 +
[[Add a photo to a program's catalog entry]]
 +
 +
[[Add a single program to one or more catalogs]]
 +
 +
[[Add one or more programs to a single catalog]]
 +
 +
[[Duplicate a program]]
 +
 +
[[Edit a program]]
 +
 +
[[Expire a program]]
 +
 +
[[Delete a program]]
 +
 +
[[Invite users via email to enroll in a program]]
 +
 +
[[Assign a required program to one user]]
 +
 +
[[Assign a required program to a group of users]]
 +
 +
[[View program details]]
 +
 +
<!--[[Upload PowerPoint presentation for a program]]
 +
[[Upload audio or video content for a program]]
 +
[[Upload extra media files for a program]]
 +
[[Upload highlights for a program]]
 +
-->
 +
[[Upload handouts for a program]]
 +
 +
<!--[[Upload Captivate and other kinds of Flash-based content]]-->
 +
[[Upload a glossary for a program]]
 +
 +
[[Upload a transcript of a program]]
 +
 +
[[Upload documents to a program for storage]]
 +
 +
[[Access previously uploaded files for program]]
 +
 +
[[Create a program that launches via AICC]]
 +
 +
[[Create a program that uses SCORM files]]
-
=Programs=
 
<code><br/><br/></code>
<code><br/><br/></code>
-
==Working with programs==
+
 
-
===[[Understanding programs and sessions]]===
+
===Working with external programs===
-
===[[Search for one or more programs]]===
+
[[Create an external program record]]
-
===[[Create a new program]]===
+
 
-
===[[Assign practice areas to a program]]===
+
[[Tracking user completion of external program records]]
-
===[[Assign fields of study to a program]]===
+
 
-
===[[Add a single program to one or more catalogs]]===
+
-
===[[Add one or more programs to a single catalog]]===
+
-
<!--===[[Limit access to programs based on user group]]=== removed this on 5/6/13 till we get it sorted out-->
+
-
===[[Remove a program from a catalog]]===
+
-
===[[Duplicate a program]]===
+
-
===[[Edit a program]]===
+
-
===[[Delete a program]]===
+
-
===[[Invite users via email to enroll in a program]]===
+
-
===[[Assign a required program to one user]]===
+
-
===[[Assign a required program to a group of users]]===
+
-
===[[View program details]]===
+
-
<!--===[[Upload PowerPoint presentation for a program]]===
+
-
===[[Upload audio or video content for a program]]===
+
-
===[[Upload extra media files for a program]]===
+
-
===[[Upload highlights for a program]]=== -->
+
-
===[[Upload handouts for a program]]===
+
-
<!--===[[Upload Captivate and other kinds of Flash-based content]]===-->
+
-
===[[Upload a glossary for a program]]===
+
-
===[[Upload a transcript of a program]]===
+
-
===[[Upload documents to a program for storage]]===
+
-
===[[Access previously uploaded files for program]]===
+
-
===[[Create a program that launches via AICC]]===
+
-
===[[Create a program that uses SCORM files]]===
+
<code><br/><br/></code>
<code><br/><br/></code>
-
==Working with external programs==
+
===Working with sessions===
-
===[[Create an external program record]]===
+
[[Understanding programs and sessions]]
-
===[[Tracking user completion of external program records]]===
+
 
 +
[[Create a session of a program]]
 +
 
 +
[[Duplicate  a session of a program]]
 +
 
 +
[[Enroll users in a session of a program]]
 +
 
 +
[[Un-enroll users from a session of a program]]
 +
 
 +
[[Assign certificates to a session]]
 +
 
 +
[[Customize the accreditation for a session]]
 +
 
 +
[[Attach an evaluation to a session]]
 +
 
 +
[[Assign a location to a session]]
 +
 
 +
[[Pass a user for a session]]
 +
 
 +
[[Reset the completion attempts for a participant in a session]]
 +
 
 +
[[Assign a close enrollment date for a session of a program]]
 +
 
 +
[[Assign a close un-enrollment date for a session of a program]]
 +
 
 +
[[View users who have enrolled for a session]]
 +
 
 +
[[Email all enrolled users of a session]]
 +
 
 +
[[Assign an instructor to a program session]]
 +
 
 +
[[Assign a limit to the number of users that can enroll in a session]]
 +
 
 +
[[Assign a price to a session]]
 +
 
 +
[[Require permission for users to enroll in a session]]
 +
 
 +
<!--[[Auto-enroll waitlisted users]] -->
 +
[[Change the start and end times of a session]]
 +
 
 +
[[Cancel a session of a program]]
 +
 
 +
[[Delete a session of a program]]
 +
 
 +
[[Send evaluations for a session]]
 +
 
 +
[[View collected evaluations for a session]]
 +
 
 +
[[Export list of participants who have enrolled in a particular session to Excel]]
 +
 
<code><br/><br/></code>
<code><br/><br/></code>
-
==Working with sessions==
+
===Classroom sessions===
-
===[[Understanding programs and sessions]]===
+
[[Create a classroom session]]
-
===[[Create a session of a program]]===
+
 
-
===[[Duplicate  a session of a program]]===
+
[[Obtain sign-in sheets for a classroom session]]
-
===[[Enroll users in a session of a program]]===
+
<!--[[Enable proctoring for a session]]-->
-
===[[Un-enroll users from a session of a program]]===
+
 
-
===[[Assign certificates to a session]]===
+
[[Allow a participant to proctor  a session]]
-
===[[Assign credit values for a session]]===
+
 
-
===[[Customize the accreditation for a session]]===
+
-
===[[Attach an evaluation to a session]]===
+
-
===[[Assign a location to a session]]===
+
-
===[[Pass a user for a session]]===
+
-
===[[Reset the score for a participant in a program]]===
+
-
===[[Assign a close enrollment date for a session of a program]]===
+
-
===[[Assign a close un-enrollment date for a session of a program]]===
+
-
===[[View users who have enrolled for a session]]===
+
-
===[[Email all enrolled users of a session]]===
+
-
===[[Assign an instructor to a program session]]===
+
-
===[[Assign a limit to the number of users that can enroll in a session]]===
+
-
===[[Assign a price to a session]]===
+
-
===[[Require permission for users to enroll in a session]]===
+
-
<!--===[[Auto-enroll waitlisted users]]=== -->
+
-
===[[Change the start and end times of a session]]===
+
-
===[[Cancel a session of a program]]===
+
-
===[[Delete a session of a program]]===
+
-
===[[Send evaluations for a session]]===
+
-
===[[View collected evaluations for a session]]===
+
-
===[[Export list of participants who have enrolled in a particular session to Excel]]===
+
<code><br/><br/></code>
<code><br/><br/></code>
-
<!--==Webcast sessions==
+
 
-
===[[Launch a webcast]]===
+
===Learning activity sessions===
-
===[[Create a webcast]]===
+
[[Create a learning activity session]]
-
===[[Create polls for a webcast]]===
+
 
-
===[[Position polls in a webcast]]===
+
-
===[[Create an archive session from a webcast session]]===
+
-
===[[Create a linked session from a webcast session]]===
+
<code><br/><br/></code>
<code><br/><br/></code>
-
==Self-study sessions==
+
===Working with program groups===
-
===[[Launch a self-study session]]===
+
[[Understanding program groups]]
-
===[[Create a self-study session]]===
+
 
-
===[[Create a self-study session for an AICC program]]===
+
[[Waive completion requirements for a user in a program group]]
-
===[[Create a self-study session for a SCORM program]]===
+
 
-
===[[Perform credit evaluation via pilot testing]]===
+
[[Assign program group to a user or group of users]]
-
===[[Perform credit evaluation via word-count method ]]===
+
 
-
===[[Create assessments for a self-study session]]===
+
-
===[[Assign cue points for self-study session]]===
+
-
===[[Add a simulation to a self-study session]]===
+
<code><br/><br/></code>
<code><br/><br/></code>
-
==Rebroadcast sessions==
+
===Learning Paths===
-
===[[Launch a rebroadcast]]===
+
[[Create a learning path]]
-
===[[Create a rebroadcast from a course session]]===
+
 
-
===[[Create a rebroadcast from a webcast session]]===
+
[[Assign programs to a learning path]]
-
===[[Create a linked session from a rebroadcast session]]===
+
 
-
<code><br/><br/></code>-->
+
[[Set completion requirement for a learning path]]
-
==Classroom sessions==
+
 
-
===[[Create a classroom session]]===
+
[[Assign due dates to a learning path]]
-
===[[Obtain sign-in sheets for a classroom session]]===
+
 
-
<!--===[[Enable proctoring for a session]]===-->
+
-
===[[Allow a participant to proctor  a session]]===
+
<code><br/><br/></code>
<code><br/><br/></code>
-
==Learning activity sessions==
+
===Learning Tracks===
-
===[[Create a learning activity session]]===
+
[[Create a learning track]]
 +
 
 +
[[Add programs to a learning track]]
 +
 
<code><br/><br/></code>
<code><br/><br/></code>
-
==Working with program groups==
+
===Program Series===
-
===[[Understanding program groups]]===
+
[[Create a series]]
-
===[[Waive completion requirements for a user in a program group]]===
+
 
-
===[[Assign program group  to a user or group of users]]===
+
[[Add sessions to a series]]
 +
 
<code><br/><br/></code>
<code><br/><br/></code>
-
==Learning Paths==
+
===Conferences===
-
===[[Create a learning path]]===
+
[[Create a conference]]
-
===[[Assign programs to a learning path]]===
+
 
-
===[[Set completion requirement for a learning path]]===
+
[[Add sessions to a conference]]
-
===[[Assign due dates to a learning path]]===
+
 
<code><br/><br/></code>
<code><br/><br/></code>
-
==Learning Tracks==
+
===Working with certificates===
-
===[[Create a learning track]]===
+
[[Create a custom certificate design]]
-
===[[Add programs to a learning track]]===
+
 
 +
[[Download a certificate for a single user in a single program]]
 +
 
 +
[[Download certificates for a single user for multiple or all programs]]
 +
 
<code><br/><br/></code>
<code><br/><br/></code>
-
==Program Series==
+
==Reports==
-
===[[Create a series]]===
+
-
===[[Add sessions to a series]]===
+
<code><br/><br/></code>
<code><br/><br/></code>
-
==Conferences==
+
[[Billing Report]]
-
===[[Create a conference]]===
+
 
-
===[[Add sessions to a conference]]===
+
[[Content Sharing Report]]
 +
 
 +
[[Purchase Report]]
 +
 
 +
[[User Profile Detail Report]]
 +
 
 +
[[User Status Report]]
 +
 
 +
[[User Usage Report]]
 +
 
 +
[[Instructors Report]]
 +
 
 +
[[User Profile Export Report]]
 +
 
 +
[[Program Groups Report]]
 +
 
 +
[[Program Usage Report]]
 +
 
 +
[[Conferences Report]]
 +
 
 +
[[Program List Report]]
 +
 
 +
[[Question Analysis Report]]
 +
 
 +
[[Evaluation Report]]
 +
 
 +
[[Pilot Test Report]]
 +
 
 +
[[Certificates Report]]
 +
 
 +
[[Webcast Report]]
 +
 
 +
[[Streamed Events Report]]
 +
 
 +
[[Schedule a report to be emailed]]
<code><br/><br/></code>
<code><br/><br/></code>
-
==Working with certificates==
+
 
-
===[[Create a custom certificate design]]===
+
==Company==
-
===[[Download a certificate for a single user in a single program]]===
+
-
===[[Download certificates for a single user for multiple or all programs]]===
+
<code><br/><br/></code>
<code><br/><br/></code>
 +
===Working with catalogs===
 +
[[Create a catalog]]
 +
 +
[[Add a catalog to a university]]
 +
 +
[[Remove a catalog from a university]]
 +
 +
[[Grant user groups access to a catalog]]
 +
 +
[[Use catalogs from an outside company or content provider]]
 +
 +
[[Share a catalog with other companies]]
-
<!--=Compliance=
 
-
<code><br/><br/></code>
 
-
==Keeping Current with Compliance Rules==
 
-
===[[CPE Jurisdiction rules|Review compliance rules by Jurisdiction]]===
 
-
===[[Obtain Compliance forms by jurisdiction]]===
 
-
===[[Compliance Open Items|Review LearnLive Compliance Open Items]]===
 
-
<code><br/><br/></code>
 
-
==Tracking compliance at the user level==
 
-
===[[View compliance summary for a user]]===
 
-
===[[View compliance status for a user in a jurisdiction]]===
 
-
===[[Track a jurisdiction for a user]]===
 
-
===[[Stop tracking a jurisdiction for a user]]===
 
-
===[[Edit the jurisdiction profile for a user]]===
 
-
===[[Print pre-populated CPE reporting form for a user’s jurisdiction]]===
 
-
<code><br/><br/></code>
 
-
==Tracking compliance at the jurisdiction level==
 
-
===[[View compliance status for all users in a jurisdiction]]===
 
<code><br/><br/></code>
<code><br/><br/></code>
-
==Tracking compliance at the company level==
+
===Working with universities===
-
===[[Designate company jurisdictions]]=== -->
+
[[Understanding Universities]]
 +
 
 +
[[Edit university settings]]
 +
 
 +
[[Create or reset a pass code for a university]]
 +
 
 +
[[Set up a university for paid content and ecommerce]]
 +
 
 +
[[Issue a refund for paid content]]
 +
 
 +
[[Create a discount or promotional code for paid content]]
 +
 
 +
[[Customize University Branding]]
 +
 
 +
[[Configure University Layout]]
 +
 
 +
[[Set the default media player style for a university]]
 +
 
 +
[[Set the default media player configuration for a university]]
 +
 
 +
[[Create or edit a media player style]]
 +
 
 +
[[Create or edit a media player configuration]]
 +
 
 +
[[Add shared content from another company to your university]]
 +
 
 +
[[Add custom help files]]
<code><br/><br/></code>
<code><br/><br/></code>
-
=Reports=
+
===Managing email and messaging===
-
<code><br/><br/></code>
+
-
===[[Billing Report]]===
+
-
===[[Content Sharing Report]]===
+
-
===[[Purchase Report]]===
+
-
===[[User Profile Detail Report]]===
+
-
===[[User Status Report]]===
+
-
===[[User Usage Report]]===
+
-
===[[Program Groups Report]]===
+
-
===[[Instructors Report]]===
+
-
===[[IRS Completions Report]]===
+
-
===[[IRS Report]]===
+
-
===[[Webcast Report]]===
+
-
===[[Content Provider Report]]===
+
-
===[[SCORM Report]]===
+
-
===[[AICC Report]]===
+
-
===[[Certificates Report]]===
+
-
===[[Program Usage Report]]===
+
-
===[[Question Analysis Report]]===
+
-
===[[Evaluation Report]]===
+
-
===[[Pilot Test Report]]===
+
-
===[[Streamed Events Report]]===
+
-
===[[Schedule a report to be emailed]]===
+
-
<code><br/><br/></code>
+
 +
[[List of auto-generated emails, settings, and descriptions]]
 +
 +
[[Edit email templates]]
 +
 +
[[Edit email settings]]
-
=Company=
 
<code><br/><br/></code>
<code><br/><br/></code>
-
==Working with catalogs==
+
===Managing your company settings===
-
===[[Create a catalog]]===
+
[[Edit your company settings]]
-
===[[Add a catalog to a university]]===
+
 
-
===[[Remove a catalog from a university]]===
+
[[Understanding system roles ]]
-
===[[Grant user groups access to a catalog]]===
+
<!-->[[Edit system roles]]-->
-
===[[Use catalogs from an outside company or content provider]]===
+
 
-
===[[Share a catalog with other companies]]===
+
[[Create sponsors ]]
-
<code><br/><br/></code>
+
 
-
==Working with universities==
+
[[Create practice areas]]
-
===[[Edit university settings]]===
+
 
-
===[[Create or reset a pass code for a university]]===
+
[[Create certificates]]
-
===[[Set up a university for paid content and ecommerce]]===
+
 
-
===[[Issue a refund for paid content]]===
+
[[Create evaluations]]
-
===[[Create a discount or promotional code for paid content]]===
+
 
-
===[[Customize University Branding]]===
+
[[Create offices]]
-
===[[Configure University Layout]]===
+
 
-
===[[Set the default media player style for a university]]===
+
[[Create locations]]
-
===[[Set the default media player configuration for a university]]===
+
 
-
===[[Create or edit a media player style]]===
+
[[Create a child company]]
-
===[[Create or edit a media player configuration]]===
+
 
-
===[[Add shared content from another company to your university]]===
+
[[Share your content with other companies]]
-
<code><br/><br/></code>
+
 
-
==Managing email and messaging==
+
[[Customize company sign-in sheets]]
-
===[[Edit email templates]]===
+
 
-
===[[Edit email settings]]===
+
[[Customize administrative branding]]
-
<code><br/><br/></code>
+
 
-
==Managing your company settings==
+
-
===[[Edit your company settings]]===
+
-
===[[Understanding system roles ]]===
+
-
===[[Edit system roles]]===
+
-
===[[Create sponsors ]]===
+
-
===[[Create practice areas]]===
+
-
===[[Create certificates]]===
+
-
===[[Create evaluations]]===
+
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===[[Create offices]]===
+
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===[[Create locations]]===
+
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===[[Create a child company]]===
+
-
===[[Share your content with other companies]]===
+
<code><br/><br/></code>
<code><br/><br/></code>

Latest revision as of 14:39, 29 May 2019

Are you new to Compass? Start Here: Getting Started with Compass

Below is a list of help topics tailored for the LearnLive CompassTM product. If you do not see the topic you are looking for, or to see the full list of topics for the entire LearnLive platform, see Continuum.

Contents

Getting Started

Getting Started with Compass

General


Using the LearnLive System

Understanding the LearnLive system

Version 2.0: FAQ

System Requirements

View the administrative dashboard

View a university

Use the calendar

Customize your dashboard



Additional Resources

Submit a feature request

Report a bug



Users



Working with users

Understanding user profiles

Search for one or more users

View a user profile

View a user's completed programs

View a user's enrolled programs

View a user's required programs

Enroll users in a session of a program

Un-enroll users from a session of a program

Pass a user for a session

View user groups to which a user belongs

Create a user profile

Edit an existing user profile

Add or edit many users in bulk

Transfer a user with an existing LearnLive account into your company

Move a user to, from, or between child companies

Remove a user profile

Expire a user profile

Set a user profile to expire on a future date

Create a reference to an instructor

Manage instructor profiles that appear in a university

Add a photo to a user profile

Reset the completion attempts for a participant in a session

Assign partial credit to a participant for a program

Assign custom credit to a participant for a program

Assign instructor credit to an instructor for a program

Log in as a different user

Add custom fields to all user profiles

Approve or deny enrollment requests



Working with user groups

Understanding user groups

Search for one or more user groups

Create user groups

Grant user groups access to a catalog



Working with coaches

Designate a user as a coach

Assign a coach to a participant

Assign a participant to a coach

Manage coaches



Programs



Working with programs

Understanding programs and sessions

Search for one or more programs

Create a new program

Assign practice areas to a program

Assign fields of study to a program

Add a photo to a program's catalog entry

Add a single program to one or more catalogs

Add one or more programs to a single catalog

Duplicate a program

Edit a program

Expire a program

Delete a program

Invite users via email to enroll in a program

Assign a required program to one user

Assign a required program to a group of users

View program details

Upload handouts for a program

Upload a glossary for a program

Upload a transcript of a program

Upload documents to a program for storage

Access previously uploaded files for program

Create a program that launches via AICC

Create a program that uses SCORM files



Working with external programs

Create an external program record

Tracking user completion of external program records



Working with sessions

Understanding programs and sessions

Create a session of a program

Duplicate a session of a program

Enroll users in a session of a program

Un-enroll users from a session of a program

Assign certificates to a session

Customize the accreditation for a session

Attach an evaluation to a session

Assign a location to a session

Pass a user for a session

Reset the completion attempts for a participant in a session

Assign a close enrollment date for a session of a program

Assign a close un-enrollment date for a session of a program

View users who have enrolled for a session

Email all enrolled users of a session

Assign an instructor to a program session

Assign a limit to the number of users that can enroll in a session

Assign a price to a session

Require permission for users to enroll in a session

Change the start and end times of a session

Cancel a session of a program

Delete a session of a program

Send evaluations for a session

View collected evaluations for a session

Export list of participants who have enrolled in a particular session to Excel



Classroom sessions

Create a classroom session

Obtain sign-in sheets for a classroom session

Allow a participant to proctor a session



Learning activity sessions

Create a learning activity session



Working with program groups

Understanding program groups

Waive completion requirements for a user in a program group

Assign program group to a user or group of users



Learning Paths

Create a learning path

Assign programs to a learning path

Set completion requirement for a learning path

Assign due dates to a learning path



Learning Tracks

Create a learning track

Add programs to a learning track



Program Series

Create a series

Add sessions to a series



Conferences

Create a conference

Add sessions to a conference



Working with certificates

Create a custom certificate design

Download a certificate for a single user in a single program

Download certificates for a single user for multiple or all programs



Reports



Billing Report

Content Sharing Report

Purchase Report

User Profile Detail Report

User Status Report

User Usage Report

Instructors Report

User Profile Export Report

Program Groups Report

Program Usage Report

Conferences Report

Program List Report

Question Analysis Report

Evaluation Report

Pilot Test Report

Certificates Report

Webcast Report

Streamed Events Report

Schedule a report to be emailed

Company



Working with catalogs

Create a catalog

Add a catalog to a university

Remove a catalog from a university

Grant user groups access to a catalog

Use catalogs from an outside company or content provider

Share a catalog with other companies



Working with universities

Understanding Universities

Edit university settings

Create or reset a pass code for a university

Set up a university for paid content and ecommerce

Issue a refund for paid content

Create a discount or promotional code for paid content

Customize University Branding

Configure University Layout

Set the default media player style for a university

Set the default media player configuration for a university

Create or edit a media player style

Create or edit a media player configuration

Add shared content from another company to your university

Add custom help files



Managing email and messaging

List of auto-generated emails, settings, and descriptions

Edit email templates

Edit email settings



Managing your company settings

Edit your company settings

Understanding system roles

Create sponsors

Create practice areas

Create certificates

Create evaluations

Create offices

Create locations

Create a child company

Share your content with other companies

Customize company sign-in sheets

Customize administrative branding