User guide for Admins

Table of contents

1. Introduction
   1.1.   How does it work
   1.2.  User actions
2. General settings
   2.1.  Roles and permissions
   2.2. Learning settings
   2.3. Author
3. Create a course
4. Create a learning path
5. Add and manage categories
6. Add and manage tags
7. Add and manage sections and units
8. Add and manage questions in a quiz
9. Add and manage slots in a training session
10. Manage learnings
11. Assign learnings
12. Add and manage authors
13. Import courses
14. Manage learners
15. Evaluate learners
16. Track learners’ progress
17. View and export reports
18. Automate learning

1. Introduction

Engagedly's Learning Experience Platform (LXP) is a comprehensive platform designed to facilitate continuous learning and skill development within organizations. It offers a dynamic and user-friendly interface for admins. They can create and customize learnings, access and assign learnings, and track learners’ progress towards professional development.

You can efficiently manage learning initiatives within the organization in a single platform, including

• Create and customize courses and learning paths.
• Assign learning to the employees and manage them.
• Track learners' progress and nudge them to complete learning.
• View and export reports.
• Automate learning.

1.1. How does it work

You can

1. Create the courses or learning paths.
2. Add sections to a course and units to a section.
3. Publish the course and push it to the library.
4. Assign learnings to the employees.
5. Employees receive the notification and start taking learnings.
6. Track learners' progress.
7. Nudge learners' to complete their learnings.
8. Export learners' reports.

1.2. User Actions

You can

1. Create the courses and learning paths.
2. Assign the available learning to the learners.
3. Manage learnings.
4. Manage learners
5. Track learners' progress.
6. Evaluate learners.
7. Export the team reports.

2. General settings

2.1. Roles and permissions

You can assign the learning manager role to anyone in the organization who can

• Add and manage categories.
• Add and manage tags.
• Manage learning settings.

Learn more in the Overview of User Management.

The author can add admins and learning managers as co-authors.

2.2. Learning settings

By default, anyone in the organization can create a course and learning path. However, you can manage it.

Navigate to Settings > Learning > Settings.

Enable Disable Course Creation for Everyone and click SAVE.

2.3. Author

The one who has permission to create learning is called an author who can

• Create and manage learning.
• Add other admins and learning managers as co-authors.

The co-authors have the same abilities as the authors. Learn more in Add and manage authors.

If the admin gives permission to employees to create learning who do not have the learning manager’s permission, they will have restricted access to the learning that they create.

The authors, without the learning manager’s permission, can

• Create
• Manage
• Publish
• Push to library
• Manage authors
• Remove learners
• Nudge learners
• Edit due date (if the course is non-compliance)
• Track learners’ progress
• Evaluate learners (if evaluation is enabled)
• Reset learners’ progress
• View and export reports

However, they cannot assign learning.

3. Create a course

Admins, learning managers, or authors, with the learning manager’s permission, can create learning in three ways.

• Create course from scratch
• Create learning path from scratch
• Utilize the existing courses to personalise

You can create a course from scratch and customize it as required. You can also utilize the existing courses to personalize them.

In a course, you can view the following tabs:

• Information
• Content
• Learners
• Course Insights

The Information tab displays

• Course contents
• Authors and co-authors (if any)
• Rules and settings
• Ratings and reviews of the learners (if course review is enabled).

In the Content tab, you can

• Add, edit, and delete the section.
• Click Reorder Contents to reorder the contents in a section.
• Click the Preview Icon to view contents from the learner’s perspective.
• Add the units in the section.

In the Learners tab, you can

• View a comprehensive status of the learners’ progress.
• View compliance duration and the estimated time to complete learning.
• Nudge, remove, import learners, and reset their progress.

The Course Insights tab displays,

• Estimated time and the average time the learner spends to complete the course.
• Learners’ progress, assigned and self-enrolled status.
• Learning path content and learners' statistics.
• A total number of units in a course and the average time the learner spends to complete each unit.

4. Create a learning path

You can create a learning path from scratch, customize it, and manage it as required.

In a learning path, you can view the following tabs:

• Information
• Content
• Learners
• Learning path Insights

The Information tab displays

• Contents
• Rules and settings

In the Content tab, you can

• Add courses to the learning path
• Reorder courses
• Edit and delete the learning path
• Assign learners
• Self-enroll

In the Learners tab, you can

• View the learners’ progress.
• Nudge, remove, import learners, and reset their progress.

The Learning path Insights tab displays

• Estimated time and the average time the learner spends to complete the learning path.
• Learners’ progress, assigned and self-enrolled status.
• Learning path content and learners' statistics.
• A total number of courses and the average time the learner spends to complete each course.

5. Add and manage categories

You can add categories to categorize the relevant courses and learning paths and manage them. You can add and manage them in two ways. Learn more in Add and manage categories.

6. Add and manage tags

You can add tags to label the keywords associated with courses and learning paths and manage them. You can add and manage them in two ways. Learn more in Add and manage tags.

7. Add and manage sections and units

You can add multiple sections to a course and multiple units to a section and manage them. Different types of units are available. You can add them as per your requirements. Adding sections and units to a course is necessary to effectively organize the course content and provide a structured learning experience for learners. Learn more in Add and manage sections and units.

8. Add and manage questions in a quiz

If you add the quiz unit to a course, you must add questions to the quiz. You can include questions with single or multiple correct answers to evaluate the learner's knowledge. You can also provide explanations for correct answers after learners attempt the quiz. It enables learners to assess their performance and improve their understanding of the topic. Learn more in Add and manage questions in a quiz.

You can view the learners’ responses in a quiz and reset the failed quiz if required. Learn more in View and reset quiz responses.

9. Add and manage slots in a training session

If you add the training session unit to a course, you must add slots in a training session. You can add and manage slots to the training session in a course that is authored by you. Learn more in Add and manage slots in a training session.

You can add attendees to the training session and manage them. You can change their status from Pending to Attended or Not Attended and unregister them as required. Learn more in Add and manage attendees in a training session.

10. Manage learnings

You can manage the course and learning path even after publishing them. You can give permission to anyone in the organization to manage the courses and learning paths, assigning the Manage courses and Manage learning path roles, respectively. Learn more in the Overview of User Management.

11. Assign learnings

You can assign learning to the learners after publishing it. You can also import learners into the learning. You can edit or remove the due date of the learning. Learn more in Assign learnings.

12. Add and manage authors

You can add employees with the learning manager’s permission as authors and co-authors to the course and learning path and manage them.

If you are not an author or a co-author, you can add yourself as an author or a co-author.

Learn more in Add and manage authors.

13. Import courses

You can import courses from other learning applications if your organization has integrated with them. You can import an individual course or multiple courses. Learn more in Import courses.

14. Manage learners

You can manage individual and multiple learners. You can

• Nudge learners to complete learning.
• Remove learners from learning.
• Reset learners’ progress in learning.

Learn more in Manage learners.

15. Evaluate learners

The author can evaluate the learners based on their progress in the course and learning path. Evaluation is necessary to assess the learners’ understanding of the learning material, provide feedback on their progress, and ensure they meet the learning objectives. It also encourages them to actively engage with the learning material and master it.

You can evaluate the learners based on their pass or fail status and provide them scores as required. Learn more in Evaluate learners.

16. Track learners’ progress

The admins can view the learners’ Learning activity, track their progress, and access a comprehensive statistical overview through the dashboard. It offers insights into learners’ engagement and progress, allowing you to track individual learner’s outcomes effectively. You can elevate learners’ engagement by exploring new learnings and assigning them to the learners. Learn more in Track learner’s progress.

17. View and export reports

You can view and export the learners' reports for a course, learning path, and each unit in a course. You will receive the reports through email. Learn more in View dashboard and export reports.

18. Automate learning

You can use automation to trigger workflows within the organization, initiating a series of automated actions based on specific conditions you set. Learn more in Add and manage Automation Workflow.

You can automate workflows to assign courses and learning paths to employees. The system automatically assigns learnings to employees based on specified trigger points, conditions, and actions. Learn more in Automate learning.

The user guide equips admins with the knowledge to maximize learning and development opportunities within the organization. It offers clear instructions on accessing resources, tracking learners’ progress, and engaging them in various learning activities.

The LXP module benefits admins by enabling customization of compliance learning, providing comprehensive analytics, facilitating automation, and fostering a culture of continuous development within the organization.

Learn more in the glossary to understand the key terms of LXP.