# FREQUENTLY ASKED QUESTIONS
FAQ's
# Badges
# How to Set Up Badges
## How to configure Training Level
### How to get there?
Click on System Administration (1), then with your cursor hover over System Administration (2) | Database (3) | Training Levels (4).
### What to do?
On this screen you can view the default training levels set up. You can edit the existing levels or add new levels by clicking on the Create Training Level (1).
- Enter the Level Name (5).
- Ender a detailed Level Description (6).
- Click on the Hand icon (7) to access your badge images or to upload an image.
- Enter the Start Points (8). This is the minimum badge point required to unlock this level.
- Enter the End Points (9). This is the minimum points required to move to the next level.
- Then Click on Save (10).
Note: The End Points (9) of the first level should be equal to the Start Points (8) for the next level.
## How to add a badge to a training type
### How to get there?
Click on System Administration (1), then with your cursor hover over System Administration (2) | Database (3) | Programmes (4) OR Qualification (5) OR Unit Standards (6) OR Training Interventions (7).
- Click on Select Image (2) to select an image from the library or to upload an image.
- Select one of the radio buttons When they have been found competent OR When they have completed the course (3).
- Enter the Maximum Points that a user can obtain for this badge (4).
- Enter the Score that the user must achieve to receive the Maximum Points (5). The user will receive the Maximum Points if they receive this score at (5) or higher.
- Enter the Minimum Points that a user can obtain (6).
- Enter the Minimum Score (7). If the user receives this Minimum Score (7) they will receive the minimum points.
- Enter the value For how long the points will be valid for (8).
- Tick the Show score distribution graph for this course on Achievements page (9), if you would like the score distribution graph to be visible.
- Tick the Show Leaderboard on Achievements page (Names will be shown) (10), if you would like the Leaderboard to be visible.
- Click on Save (11).
Note: If the user receives a score between the maximum score (5) and the minimum score (7), the system will calculate a Badge point between the maximum (4) and minimum (6) badge points and the score the user received.
# How to Set Up Campaigns and Leaderboards
Leaderboards have been revised, and the LMS Portal now includes an additional Campaigns Leaderboard section. The Campaigns Leaderboard will enable any employee, who forms part of the campaign, to track their progress, points and badges as well as their leaderboard position against other employees in the campaign.
## Campaign Leaderboards
### How to get there?
**Tip:** Click on System Administration (1), then with your cursor hover over System Administration (2) | Database (3) | Leaderboards (4) | Campaign Leaderboards (5).
1. This is the name of the Campaign, for example, Heineken Campaign.
2. From when will this campaign be available to the target audience.
3. Until when will this campaign be available to the target audience.
4. This is the date that the leaderboard will show on the portal with the results.
5. When this is selected, the list of subgroups is displayed. The Organisation Structure subgroups need to be displayed first for selecting. Only one subgroup can be selected to be linked to the campaign.
6. This will be the icon showing next to the campaign on the portal. The images can be pre-loaded or uploaded directly. The preferable image size is 240px x 240px which is the same as the badges image dimensions.
7. This is the colour of the progress bar. This will be a colour picker or you can add the colour codes.
8. This display order will be used on the Campaign Leaderboard.
9. This determines whether the campaign should be displayed on the Campaign Leaderboard.
10. Select the Save button to save the Leaderboard.
**Note:** When the End Date(3) is reached, the training done, will no longer be taken into account for the leaderboard. Nothing will be changed on the leaderboard, thus positions will no longer move.
When an employee started the training between the start and end date but completed the training after the end date, they will not be taken into account.
**Information:** Once the Campaign Details have been saved, the Linked Requirements tab will become available.
**Link Requirements:**
The following training can be selected to link as requirements:
- Training Interventions
- Units
- Programmes
- Qualifications
**Information:** When the training requirements are set and the campaign has started and visible, these requirements can be changed. A message will be displayed on the training requirements tab to indicate what will be changed.
**Note:** The Points (11) allocated per linked Requirements cannot be changed here. To change the point allocated navigate to the relevant training intervention, programme, qualification or unit standard.
**Note:** Campaigns are not Schema specific. For example, if the target audience includes employees from another schema, they will still see the leaderboard on their own schema.
## General Leaderboards
### How to get there?
**Tip:** Click on System Administration (1), then with your cursor hover over System Administration (2) | Database (3) | Leaderboards (4) | General Leaderboards (5).
### What to do?
On the General section, the default values for the leaderboards will be:
- Job Leaderboard
- Job Family Leaderboard
- Organisational Unit Leaderboard
- Parent Organisational Unit Leaderboard
- Topmost Organisational Unit Leaderboard
- Training Level Leaderboard
1. This is the name of the Campaign, for example, Job Family Leaderboard.
2. This will be the icon showing next to the leaderboard on the portal. The images can be pre-loaded or uploaded directly. The preferable image size is 240px x 240px which is the same as the badges image dimensions.
3. This is the colour of the progress bar. This will be a colour picker or you can add the colour codes.
4. This display order will be used on the General Section.
5. This determines whether the leaderboard should be displayed on the General Section.
**Information:** The settings will be moved from *System Administration | Tools | Configuration | Framework | Human Resources | Learning* to this master data page. This will determine what is displayed on the LMS Portal.
## My Achievements tab
When the Leaderboards are setup and active they will display on the LMS Portal (1) under the My Achievements tab in the Leaderboards (2) section.
# Documents
# Documents Upload and Download Using Pathways
## Creating a Training Intervention
Before a document can be uploaded a Training Intervention needs to be created.
### How to get there?
Click on System Administration (1). With your cursor hover over System Administration (2) and navigate to Database (3) then click on Training Interventions (4). Then click on Add (5).
### What to do?
All the following fields are mandatory and needs to be selected or entered:
- Fill in the Intervention Name (1), this will help you to find the intervention later.
- Select from the drop down the Pathway step Type (2).
For a document upload the Pathway Step Type needs to be Assignment.
- Select your Learning Type (3).
- Choose the Nature of Learning (4).
- Select from the drop down list your Training Classification (5).
- Select your Training Category (6).
- Choose your Skills Priority (7).
- Make sure the Add To Learner Record (8) box is ticked.
- Then click Save (9) to save this intervention.
## Creating a Pathway With An Assignment Step
### How to get there?
Navigate and click on System an Administration (1). With your cursor hover over Modules (2). Navigate to e-Learning (3), then Learning Management (4), then Maintain Learning Pathway (5).
### What to do?
Select the pathway you want to use for the document upload and add an Assignment step.
- Click on Assignment (Upload Documents) (1) to create the Upload Documents pathway step. A new window will open.
- On the new window insert the Custom Main Header (2).
- Insert the Heading (3).
- Tick the box Log to Learner Record (4).
- Search for the Training Intervention (5) you have created for your document uploads.
- Select Save (6).
## How The User Can Upload a Document
When the assignment pathway step was created and your user is on the Target Audience, then the user should be able to see the pathway and upload their documents.
Log in to the Signify system with your Username and Password then:
- Navigate to and click on LMS Portal (1).
- Launch the Pathway (2) were you created the Assignment step in the instructions above.
- On the File Uploader window, click on the field (5) and select you document on your computer.
- Wait for the file to upload, you will be redirected to the pathway.
- Click on Actions (6) to download your document or to upload a new one.
- When you are sure your document is correct click on Submit for Review (7).
Note: When you have clicked on Submit for Review (7) you will not be able to upload a new document and you will not be able to delete the old document. Only the system administrator will be able to edit documents.
- Read through the terms displayed and click on Confirm (8).
- A learner record will be created for the document and the administrator will be able to view your document.
## How the Administrator can edit or delete an uploaded document
### How to get there?
Click on System Administration (1). With your cursor hover over Modules (2) then Navigate to e-Learning | Learning Management | Pathway Step Control | Assignment Management.
### What to do?
Search for the user and the pathway step were you would like to edit or delete the document.
- To search click on the Hide/Show (1) button.
- Select the Pathway Step (2).
- Select the Pathway Step Status (3) from the drop down list.
- Select the Subgroup (4).
- Choose the date when the learner record was created, Learner Record Start Date Between (5).
- Enter the users details as required (6).
- Then click on Search (7).
## Create a Pathway With a Document (Download) Step
### How to get there?
Navigate and click on System an Administration (1). With your cursor hover over Modules (2). Navigate to e-Learning (3), then Learning Management (4), then Maintain Learning Pathway (5).
### What to do?
Select the pathway you want to use for the document download and add a Document (Download) step.
- Click on Document (Download) (1) to create the Document (Download) pathway step. A new window will open.
- On the new window insert the Custom Pathway Heading (2).
- Click on this field or drop file here to upload a file (3).
- Click on Save (4).
## How The User Can Download a Document
### By Using a Pathway Step
When the Assignment pathway step was created and your user is on the Target Audience, then the user will be able to see the pathway and download the documents.
Log in to the Signify system with your Username and Password then:
- Navigate to and click on LMS Portal (1).
- Launch the Pathway (2) were you created the Assignment step in the instructions above.
- On the Download Your Documents pathway step click on the Download (4) button to download your documents.
- Your document will download in your browser (5).
### By Using My Achievements
Log in to the Signify system with your Username and Password then:
- Navigate to and click on LMS Portal (1).
- Click on the My Achievements (2) tab.
- Click on COURSE (3).
- Navigate to the course and click on the Folder icon (4).
- A new window will now open.
# Job Profiler
# How To Add a Programme To a Job Profile
## How to get there?
Click on System Administration (1), then with you cursor hover over Modules (2) | Job Management (3) | Job Profiler (4).
- Insert the title of the Job Profile (1).
- Click on the Search (2) button to search.
- Select the Click here to...(3) to access the drop down.
- Click on the View (4) button.
**Note**: Before you will be able to edit the Job Profile you will have to select Unlock Profile (5).
**Tip**: If you select the Unlock Profile Button you will have locked the Profile for other administrators and you user name(6) will be displayed next to the Locked text.
# Manage Employees
# How to Import Employees Using Excel
## 1. Before you start
Important: Before you start with this manual ensure that your Region settings are correct, otherwise the Excel (.csv) files will not work correctly.
### 1.1. How to get there?
- On your desktop click on Search (1).
- Then type Region & language settings (2).
- Click on Region & language settings (3) or press Enter. A new window will open.
- In the new window ensure that the Decimal symbol (7) is a full stop (.).
- Ensure that the List separator (8) is a comma (,).
- Click Apply (9) and close all the windows.
### 3.2. Create an employee import (.csv) file in Excel
#### 3.2.1. Enter the employee data in an Excel document (.xlsx)
- Open the sample file downloaded [above (4)](http://signify.screenstepslive.com/s/10619/m/86774/l/1067809-how-to-import-employees-using-excel#download-a-sample-file-on-signify).
- Select the entire first row (1) in the sample file.
- Copy the entire row (2).
- Open the new work sheet and Paste (4) the entire first row copied above into your new Excel documents First (5) row.
- Enter all the employee data in the mandatory columns.
- These columns are all mandatory:
- Column A: Employee Number.
- Column B: Surname.
- Column C: Full Name.
- Column O: OrgLevel1\_Description.
- Column BC: Job Title.
- Column BM: Employment Type Description.
- Column EL: SchemaID.
#### 3.2.2. Save the Excel document as a (.csv) file
Save the new Excel document as a .csv file:
- Click on File (6).
- Navigate to Save As (7).
- Click on Browse (8).
- Insert the File name (9) of your (.csv) file.
- Click on the drop down (10).
- Select CSV (Comma delimited) (11).
- When asked, Do you want to keep using this format, click on yes (12).
### 3.3. Importing the (.csv) file
#### 3.3.1. Execute Mock Import
Click on this [link](http://signify.screenstepslive.com/s/10619/m/86774/l/1067809-how-to-import-employees-using-excel#how-to-get-there) on instructions on how to get there.
- Navigate to Employee Import (1).
- Click on Click here to... (2).
- A small windows will open.
- Search your computer for the Employee Import file that you saved as a (.csv) in [Section 2.2.2](http://signify.screenstepslive.com/s/10619/m/86774/l/1067809-how-to-import-employees-using-excel#save-the-excel-document-as-a--csv--file).
- Select that file (2).
- Click on open (3).
- Correct the errors in the original Microsoft Excel (.xlsx) employee import document [Section 2.2.1](http://signify.screenstepslive.com/s/10619/m/86774/l/1067809-how-to-import-employees-using-excel#enter-the-employee-data-in-an-excel-document--xlsx).
- Save as a (.csv) file [Section 2.2.2](http://signify.screenstepslive.com/s/10619/m/86774/l/1067809-how-to-import-employees-using-excel#save-the-excel-document-as-a--csv--file).
- Execute the Mock Import again.
If there are no errors (7):
- Click Back (8).
- Then move to [section 2.3.2](http://signify.screenstepslive.com/s/10619/m/86774/l/1067809-how-to-import-employees-using-excel#execute-actual-import).
Note: before continuing with this section, first perform a Mock Import in [Section 2.3.1](http://signify.screenstepslive.com/s/10619/m/86774/l/1067809-how-to-import-employees-using-excel#execute-mock-import) and insure no errors occur.
Click on this [link](http://signify.screenstepslive.com/s/10619/m/86774/l/1067809-how-to-import-employees-using-excel#how-to-get-there) on instructions on how to get there.
- Navigate to Employee Import (1).
- Click on Click here to... (2).
- A small windows will open.
- Click on Choose File (4) again and select the employee import file (.csv) that you saved in [Section 2.2.2](http://signify.screenstepslive.com/s/10619/m/86774/l/1067809-how-to-import-employees-using-excel#save-the-excel-document-as-a--csv--file).
- Click Save & Preview (5).
- Tick the box I verify the preview of the above data is correct (6).
You will not be able to continue if the tick box is not ticked.
- The page will load and a new page will appear.
- Check if there were no errors for the import (13).
- Click on Execute Again (Actual Import) (14).
- Wait for the import to complete.
### 3.4. Post Import Validations
Use this guide to ensure the employee data imported was correct and that it is correctly displayed on the system.
#### 3.4.1. Organisation Structure
##### 3.4.1.1. How to get there?
Click on System Administration (1). With your cursor hover over Modules (2) then Organisation Structure (3) then Administration (4) then click on Organisation Structure (5).
#### 3.4.2. Job Profiler
##### 3.4.2.1. How to get there?
Click on System Administration (1). With your cursor hover over Modules (2) then Job Management (3) then click on Job Profiler (4).
##### 3.4.2.2. What to do
Search (1) for the Job Titles (2) and Job Codes (3) that you have imported to ensure that the jobs and positions have been created properly.
#### 3.4.3. Manage Employees
##### 3.4.3.1. How to get there?
Click on System Administration (1). With your cursor hover over Modules (2) then click on Manage Employees (3).
##### 3.4.3.2. What to do?
When searching for employees remember to select the correct box (1).
- A Search for your employees (2).
- Click on Search (3).
- Navigate to and click on Action (4). A small window will open.
- Click on View / Edit (5) on this window.
# How To Set Up A Welcome Email
## Welcome email set-up
### How to get there?
On your Home screen click on System Administration (1), With your cursor hover over the System Administration (2), then navigate to Notifications (3) | Emails (4) | Notification - Templates (5).
- Search through the list for the SECURITY\_ADMIN\_PASSWORDRESET\_WELCOME (3) email, this is the welcome email.
- From this screen you will be able to Select the subject for your email (4).
- You can edit the From E-mail Address (5).
- Remember to enable the email by clicking on the tick box (6).
- You will also be able to Copy and Preview (7) the email.
- For more options click on Action (8), a small window will open.
- Click on View / Edit (9).
- Enter the From email (10).
- Set up the CC and BCC rules by clicking on the drop down and selected Email and then entering the email address in the next field (11).
- Type in the Subject of your email (12).
- Remember to tick the tick box to Enable the welcome email (13).
- If you entered CC and BCC rules the tick box Apply CC email rules (14) must be ticked.
- Remember to click on the Save (15) button to save all your settings.
- Click on Template Items (16) to edit the email template.
- You will be directed to a new window.
Important: Do not edit any information other than the instruction given above, unless you are sure what to do, otherwise the welcome **emails may not be sent.**
## Sending welcome email to new users
### When users have been imported with Excel
#### How to get there?
Click on System Administration (1), with your cursor hover over System Administration (2), then navigate to Users (3) | Manage Users (4).
#### What to do?
[](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/McV3AOtBJ28w05TQ-image-1616948981777.png)
- If you would like to ignore users before a specific date, then tick the box at Ignore users created / imported before this date (2). Select the before date in field (3).
It is important to untick the tick box (2) when no users should be ignored.
The options that can be selected when sending a welcome email are:
1. Send the welcome message to all users (4).
- The **welcome notification** will be sent to:
- All users who have not received it before.
- And that were created / imported after the date specified above (if applicable).
- Click on Confirm to continue.
2. Send the welcome message only to users that I have selected. (5)
- The **welcome notification** will be sent to:
- Only users that have been selected.
- And who have not received it before.
- And that were created / imported after the date specified above (if applicable).
- Click on Select Users to continue.
3. Send the welcome message to all users, but exclude users that I have selected. (6)
- The **welcome notification** will be sent to:
- All users who have not received it before.
- And that have not been excluded.
- And that were created / imported after the date specified above (if applicable).
- Click on Select Users to continue.
Click on Click on Continue To Next Step (7) to continue.
Important: If the user has already received a welcome email, they will not receive one again irrespectively of what option is selected below.
- Search for the user you would like to select by typing their Username (8).
- Use the tick box Select Username (9) to select all the visible employees (9).
- Or select the users one by one by ticking the tick box (10).
- You can see the number of Users Selected (11).
- Click on Clear Users (12) to clear all the Users Selected (11).
- Click on Continue To Next Step (13) when all the users were selected.
- Tick I confirm that my selection is correct (14).
- Click Export Users That Will Receive Notification (15) to save the list.
- Click on Send Welcome Notifications (16).
### When appointing new employee (Quick)
#### How to get there?
Click on System Administration (1), then with your cursor hover over Modules (2) and click on Manage Employees.
- Enter the employees details (2).
- Enter a valid E-mail Address (3) for the employee.
- Select the box Send Welcome Notification (4).
- Click on Save and go to Employee Profile (5).
- Enter the subgroup Description (2).
- If you want to select an existing category:
1. Select Category (3).
2. From the drop down (4) select the existing category.
- If you would like to create a new category:
1. Select New Category (5).
2. Enter the name for your new category (6).
### Add subgroup conditions
Subgroup conditions define which employees should be included in the subgroup.
- Select from the Available fields (1) the field that would be used to define who should be included in the subgroup. E.g. Employee Number.
- Click on Add to Condition (2).
- The condition will be added to the Condition field (3).
- Click on the Operator (4) you would like to use.
- Enter the Value (5).
- Click on Add to Condition (6) to add the requirement to the Condition field (3).
NOTE: Exact values have to be provided. Should a value that is not on the system be used, the script will still validate however, as the Value does not exist, the system will not link any employees to the subgroup.
- You can combine conditions by using And or Or buttons (7).
**And (7)** is used to specify two/more conditions that an employee meet in order to be included. E.g. if an employee is part of Gauteng branch managers, **And** they are part of Limpopo branch managers they will be included. This also implies that employees who only form part of one group will not be included.
**Or (7)** is used when an employee should be included in the subgroup if they are part of one condition or another. E.g. if an employee is part of Gauteng branch managers, **Or** if they are part of Limpopo branch managers they will be included. This also implies that employees from both groups will be included. There is no limit on the number of OR conditions that can be added.
- When the Conditions are complete click on the Check Syntax button (8).
- If there are no errors in your syntax then click on Save (9).
### Test the subgroup
#### How to get there?
Click on System Administration (1), then with your cursor hover over Modules (2) and click on Manage Employees (3).
# How To Download a Learner Certificate For Administrators
## How to get there?
Click on System Administration (1), then with your cursor hover over Modules (2) | Manage Employees (3).
- Search for the user using the search boxes and click on Search (1).
- Navigate to the user and click on Action (2).
- A new windows will open.
- Click on View / Edit (3).
1. Option 1:
- Navigate to the My Achievements tab (2).
- Click on COURSES (3).
- Then Navigate to and click on the certificate icon (4).
2. Option 2:
- Click on All Certificate (5).
- A new window will open.
- Click on Download Certificate (6)
- On the left of the screen click on the plus icon at Organisational Assignment (5).
- Then click on Appointment History (6).
- Click on Action (7) for the appointment you would like to amend.
- A new window will open.
- Select the users Position (9) by click on the hand symbol.
- From the drop down menu select the Appointment Type (10).
- Insert the Appointed From and To (11) fields.
- Click on Save (12) to save the users appointment.
# How To Add a Learner Record To An Employee
## How to get there?
Click on System Administration (1), then with your cursor hover over Modules | Manage Employees.
- Use the search criterias (1) to find the employee.
- Click on Action (2) at the employee.
- A small window will open.
- Then click on View Learner Records (3).
- Select the type (5) of learner record you would like to create.
- Click on the hand icon at Training Title (6) and select the training intervention.
- Choose the Start and End dates (7) for the learner record. (the End date is the expiry date of the learner record).
# How To View a Users Assessment Attempts/Results
## How to get there?
Click on System Administration (1), then with your cursor hover over Modules (2) | Manage Employees (3).
- Click on Employee Development (4).
- Then Navigate to and click on Assessment List (5).
- On this screen all the users assessments that were attempted are displayed.
- Click on the Please select (6) drop down and click on View attempts for more detailed information.
There are various reports that can be loaded to view assessment attempts. Please contact to ask for assistance.
# Manage Users
# How To Reset a Users Password
## From System Administration
### How to get there?
Click on System Administration (1). Then with your cursor hover over System Administration (2) then Users (3) then click on Manage Users (4).
- Send the user a link so that they can reset themself (1).
- Reset user password and display it here (2).
- When this option is selected the new password will display on your screen.
- Reset user password, display it here and send them a notification (3).
- When this option is selected the new password will be displayed on your screen and the employee will receive an email about the password reset.
- Once you have selected your option you can now click on Reset User Password (4).
- You will be able to enter your New Password (7).
- Confirm your New Password (8).
- Click on Update Password (9).
Please Note: We recommend having characters in a combination of upper and lower case letters, numbers and special characters. For example: P@ssw0rd12#.
# How To Copy Administrator Rights To Another User
## How to get there?
Click on System Administration (1), then with you cursor hover over System Administration (2) | Users (3) | Manage Users (4).
- Using the search dialogue boxes search for a user who has administrator rights and that you would like to copy (5).
- Click on the action button (6).
- A small window will open.
- Select View / Edit (7).
- Navigate to and click on Copy User Rights (8).
- Select the From User (1) the user with the administration rights to be copied.
- Select To User (2) the user that will receive the administration rights.
- Then click on Copy User Rights (3).
- Using the search dialogue boxes search for the user who received the administrator rights (2).
- Click on Action (3).
- A small window will open.
- Click on View / Edit (4).
# How To Assign Reporting Rights
## How to get there?
Click on System Administration (1), then with your cursor hover over System Administration (2) | Users (3) Manage Users (4). Use the search criteria (5) to locate the user in question, then click on the Action (6) button. A small window will open, then click on Assign Reporting Rights (7).
- Click on the plus button (1) on the category were the report is located and tick the box.
- Then tick the boxes at each report that is required (2) (3) (4) (5).
- Click on Save Permissions (6).
Note: if the user requires access to all the reports below a category then only the tick box on that category is required.
# How To Disable A User
## How to get there?
Click on System Administration (1), then with your cursor hover over System Administration (2) | User (3) | Manage Users (4).
Note: When a user is disabled they will not be able to log in.
# Mobile Application
# How To Use The Workplace Observation Application Offline
Note: To complete these steps the device you are using must be connected to the internet.
## Signing In and Retrieving Theme
- Insert your Company Theme Key (1) provided by your system administrator.
- Enter your Username (2).
- Then enter your Password (3).
- Select the Login (4) button.
Tip: These steps need to be completed when connected to the internet. When the login button is selected the Company Theme is downloaded from the internet.
- Click on the download button to download all the assessments (4). Depending on the amount of assessments this might take some time to download.
**OR**
- Here you can search for an assessment (5).
- Select either assessments for whom you are the assessor OR Show all assessments (6).
- Click on the assessment you would like to access offline (7).
- Here you will be able to view all the assessment attempts for the day (1).
- To sync all the attempts click on the sync button (2).
- To sync the assessments one by one click on the assessment you would like to sync.
Tip: The legend at the bottom of the screen (3):
- Assessments that were started, but are not complete will display a Red circle.
- Assessments that are complete, but has not yet been synced to the LMS will display a Green circle.
- Assessments that have been synced will display a Blue circle.
- Select Open results (6) to view the transcript and to save a copy to the learner record on the LMS.
- Select Remove (7) to remove the attempt from your device.
# Pathways
# How To Create a Movie Step
## How to get there?
Click on System Administration (1), with your cursor hover over Modules (2) then click on e-Learning (3) and select your pathway (4) then click on the Preview (5) tab.
<!DOCTYPE html>
<html>
<body>
<video width="100%" height="90%" controls>
<source src="VideoName.mp4" type="video/mp4">
</video>
</body>
When the video width and height are set as percentages for example:
<video width="**100%**" height="**90%**" controls>
The video will automatically resize depending on the device's screen resolutions you use to ensure the video fits your screen.
- Ensure that the video name is typed precisely into this field marked (4) below.
- Navigate to your video file you want to upload (7).
- Click on the drop down Save as type: (8) and select All Files (\*.\*).
- In the File name (9) type **Startup.html**
- Then click on Save (10).
- Firstly select the Startup.html (11).
- Then press (Ctrl) on your keyboard, while clicking on your video file (12).
- Right click on the files selected and navigate to Sent to (13).
- Click on Compressed (zipped) folder (14).
Before you zip the file you can double click on the Startup.html file and the video will open in your web browser. If this does not work there is something wrong with your (.html) file.
Important: It is important that you select the (.html) first and then your video file, otherwise the video will not play.
- Enter the Custom Main Header (3) for your pathway step.
- Click on Choose File (4) to upload your video.
- Navigate to your (.zip) video file (5).
- Click on Open (6).
- Enter a Description (7) for your video.
- In the Startup Page field (8) type Startup.html.
- Tick the box Log to Learner Record (9) if you would like to link it to a learner record.
- Click on Save (10).
Important: Do not close the windows until the upload process has been completed (11). Progress indication will be displayed at the bottom of the screen (12).
# How To Upload An Image
## How to get there?
Click on System Administration (1), then with your cursor hover over System Administration (2) | Tools (3) | Configuration (4).
- You can now enter a name for your image (6) to make searching easier.
- Click on the Upload button (7) to upload your image.
- A new window will open.
- Two links will appear (8):
1. Image Url: (This is the original size image that you have uploaded).
2. Thumbnail Url: (This is a smaller size image than what you have uploaded).
- Now you can click on Done (9).
- Click on the icon at (10) to open the Thumbnail in you browser.
- Click on the icon at (11) to open the original size image in your browser.
- Click on the Delete icon (12) to delete your image
## Add an image to a pathway step
### How to get there
Click on System Administration (1), then with your cursor hover over Module (2) | e-Learning (3) | Learning Management (4) | Maintain Learning Pathway (5), then select the pathway you would like to edit (6).
# How To Publish a Pathway
## How to get there?
Click on System Administration (1), then with your cursor hover over Modules (2) | e-Learning (3) | Learning Management (4) | Maintain Learning Pathway (5) | Click on Edit (6) by the pathway in question.
- Enter the pathways Item Label (2), this is the pathway name.
- From the Item Status (3) drop down select one of these options:
1. Not Active. (Select this option when the pathway should not be accessed by users).
2. Publish to people in all schemas. (This option allows users across all schemas to access this pathway).
3. Publish to people in this schema only. (Users only in the current schema will be able to access this pathway).
- From the Development Status (4) drop down select one of these options:
1. Under Construction.
2. Being Checked.
3. Can be Published. (Select this option to publish the pathway).
4. Temporarily Out of Service.
- The Item Order (5) will automatically generate, but if you need the pathway to be in a different order you can change it here.
- Click on Choose File (6) to select a picture for the pathway.
- Select the tick box Show as shortcut on LMS portal (7).
- Click on Save (8).
- Use the Search (4) criteria to locate a user.
- Then click on Search (5).
- Navigate to the user and select the tick box (6) to select the user.
- Click on Select (7) to add the user to the target audience.
- Close this window when all the employees have been selected.
Tip: if multiple users needs to be added use the Multiple Employee Numbers (4) field.
- Click on Refresh Target Audience (8) to apply these settings.
Tip: Click on this link to view the full [manual](http://signify.screenstepslive.com/s/10619/m/86505) or send an email to for any assistance or more information.
# How to Generate a Shareable a Pathway Link
## System Administration
### How to get there?
Navigate to System Administration (1), then with you cursor hove over Modules (2) | e-Learning (3) | Learning Management (4) | Maintain Learning Pathway (5) | Edit the pathway | Select the pathway Preview tab.
**Note:** A user will only have access to the pathway if loaded on the Target Audience (if applicable), and is logged into the system. If the user is not logged in, the login screen will be displayed.
## LMS Portal
### How to get there?
Navigate to LMS Portal (1), then select the e-Learning Programmes tab (2)
**Note:** A user accessing the link will be requested to log in, if not already logged in. Access to the pathway is dependent on relevant permissions.
# Performance Management
# How to Create a New Agreement Template
## How to get there?
Click System Administration (1), then with your cursor hover over Modules (2) | Click on Performance Management (3) | With your cursor hover over Administration (4) | Click on Templates (5).
IMPORTANT: Careful consideration must be made before selecting or unselecting the tick box in the step below:
- *Include this Review Period's rating in the score calculation* (6).
Once this setting is saved you **WILL NOT BE ABLE TO** **CHANGE** this setting. You will have to delete the Agreement and start from scratch.
- Select a Description (5) for your review period.
- Tick or Untick the tick box Include this Review Period's rating in the score calculation (6).
- Click on Continue (7).
- Ensure that all the main categories Weights(%) (8) add up to 100%.
- Click on Change (9) to edit the Weights.
- Enter the Weight(%) (10) and ensure they add up to 100%. You will not be able to save if the Weights do not add up to 100%.
- Click on Save (11).
- Click on the Add new Perspective (12) / (13) to add perspectives to KPA's or Stretch Targets.
- Click on Add New Development Objectives (14) to add objectives to Key Competency.
For this example we will only be adding perspectives to KPA's. Kindly click on Add new Perspective (12).
- From the Perspective Drop Down (15) select the Perspective.
- Enter the Weight (16).
- Click on Save (17).
- Click on Save Add New (18) if you would like to add another Perspective.
- Click on Close (19) when you are done.
- Ensure the Perspectives added, add up to 100% (20).
- Click on Edit (21) to change the weights per Perspective.
- The next step is click on Add Theme (20).
- Click on the Hand Icon (23) to select Themes from the database.
- You can also enter the the Theme in the text box (24) if your theme is not in the database.
- Enter the Weight (25) for the theme.
- Click on Save (26).
- Click on Save Add New (27) if you would like to add another Theme.
- Click on Close (28) when you are done.
- Ensure the Themes added, add up to 100% (29) / (30) for each Perspective.
- Click on Edit (31) to change the weights per Theme.
- The next step is click on Add Objective (32).
- Enter an Objective in the text box (33) or click on the Hand Icon (34) to select an Objective from the database.
- Enter the Measures (35) for the Objective.
- Enter the Rating Scale (36).
- Enter the Weight (37).
- Select a Due Date (38).
- Click on Save And Close (39).
- Click on Save Add New (40) if you would like to add another Objective.
Note: Before Publishing the template ensure there are no **RED** text on the page and all the percentages are **GREEN.**
- When the Agreement is complete and you would like the Publish the template. Click on the Publish Template tick box (46).
- Then click on the Save (47) button.
## 2. From Manage Employees
### 2.1. How do I get there?
From your home page, in the left bottom corner, click on System Administration (1). Hover over the Modules Button (2). Click on Manage Employees (3)
- Click on the blue circle with the white down arrows in (1)
- Select the schema you want to switch to from the drop down (2)
- Click on the Switch Schema button to switch to the new schema (3)
- You will remain on the same page
Take Note: You will only be able to edit an employee profile when you are working on the schema the employee is appointed on.
# How to Create a Schema
## How to get there?
Click on System Administration (1), then with your cursor hover over System Administration (2) | Tools (3) | Configuration (4). Finally click on Schema Management (5).
## What to do?
In this FAQ we are going to copy the configuration from an existing Schema to the new Schema. If you would like to create a new Schema or there is no Schema on your system please contact our support team for assistance.
Email:
Tell: (012) 763 6600
- To add a new Schema click on the Add (1) button.
- Insert your Schema name is the Schema Description (2) field.
- You can enter a short name for your Schema in the Schema Prefix (3) field.
- Item Order (4) is the order in which your Schema will be displayed.
- From the Copy From Schema (5) drop-down the Schema you would like to copy.
- The following boxes should be ticked or unticked respectively:
- Schema SQL Criteria (6) remains UNTICKED.
- Tick the box Show On Portal (7).
- Tick the box Always Show on Primary Interface (8).
- Tick the box Only Show to Current Division (9).
- Tick the box Show "All Learning Programmes" link on interface (10).
- Show Learner Guides on Interface (11) remains UNTICKED.
- Tick the box Show Advertise Event on Interface (12).
- Image URL for Schema Logo (13) LEAVE BLANK.
- Enter en-US in the Culture (14) field.
- Select from the Fiscal Year Start Month (15) drop-down the month the fiscal/financial year of the organisation starts on.
- Click on Save (16).
- Ensure the Switch Schema (9) tick box is ticked.
- Tick the tick box at your new Schema (10).
- Click on Save (11).
Click [HERE](http://signify.screenstepslive.com/s/10619/m/86774/l/1065850-how-to-switch-between-schemas) to navigate to a new manual on how to switch Schemas.
# SCORM
# New SCORM Engine
A new SCORM engine has been implemented from Version 8.8 onwards.
Please do not hesitate to contact us if you have any questions in this regard, or wish to schedule your upgrade with us.
## What are some of the new features?
**Robustness**
We integrate with the Rustici SCORM engine, one of the leading SCORM engine providers in the world. Many people use this SCORM engine when testing their content in the SCORM cloud ([www.scorm.com](http://www.scorm.com/)).
**Tracking learning experience**
xAPI allows for the tracking of a wide range of learning experiences. For more information in this regard, go to [xAPI.com](https://xapi.com/overview/)
**Centralised SCORM library**
From Version 8.8 onwards all your SCORM content can be uploaded and organised in one centralised SCORM library, instead of trying to maintain it from a SCORM pathway step.
Similar to the existing Training Intervention library, SCORM packages can now be loaded into a central library. In other words: load once, use many times. And if there is an updated SCORM package, replace it in one place and have all your pathways automatically updated.
**Support for additional eLearning standards**
Our previous SCORM engine supported SCORM 1.2 and SCORM 2004. The new SCORM engine supports the following standards:
## Frequently Asked Questions
**Do I have to upgrade?**
No, you don’t have to upgrade unless you have content that is not supported by our existing SCORM engine.
If you would like to receive the new SCORM player and all its functionality, you would have to upgrade to Version 8.8 or later.
If you would like to experiment with the new SCORM engine, we could upgrade your UAT environment first.
**Will my existing SCORM content work?**
If your current SCORM packages are functioning correctly, it will work in the new SCORM player. If anything is not working in the new SCORM player, it was probably not working previously - but the error was ignored.
**What is the minimum server requirements?**
If you are responsible for your own hosting of the system, SQL Server 2014 or later is the minimum requirements for Version 8.8 and the new SCORM player.
**What are the benefits of xAPI (Tin Can) in laymen’s terms?**
There are quite a few differences between SCORM and xAPI. It is not fair to say that the one is better than the other, but rather that the choice will depend on what you want to achieve from a reporting and analysis point of view. There are many articles explaining the differences between SCORM and xAPI – here is one: [SCORM vs xAPI](https://xapi.com/scorm-vs-the-experience-api-xapi/)
Examples of informal training that xAPI can track:
- Watching a video.
- Attending a conference.
- Asking a question on a social network.
- Being mentored.
- Turning in assignments.
- Mentoring someone else.
- Writing a blog.
- Attending a class.
- Reading a book.
To learn more on xAPI (Tin Can) visit these links:
[SCORM.com](https://scorm.com/tin-can/)
[SCORM vs xAPI](https://elearningindustry.com/scorm-vs-tin-can-api-whats-difference)
[xAPI.com](https://xapi.com/overview/)
# System
# How To Clear System Cache
## How to clear cache in browser (Google Chrome)
- On any page of Google Chrome, on your keyboard, press all these keys at the same time:
- (Ctrl + Shift + Delete).
- A new window will open.
- Select from the Time range (1) drop down All time.
- Tick both the boxes Cookies and other site data (2) and Cached images and files (3).
- Then click on Clear Data (4).
## How to clear system cache
### How to get there?
Click on System Administration (1), with your cursor hover over System Administration (2) | Tools (3) | Configuration (4).
# Themes
# How To Create a Theme And Link It To a Schema
## Creating a new theme
In this quick guide we will explain how you to create your own theme using your own logo and colours of your choice.
### How to get there?
Navigate to and click on System Administration (1).
With your courser hover over System Administration (2) and navigate to Tools (3), then Configuration (4).
In the new window click on Framework (5).
Navigate to and click on Theme Management (6).
- Type in the Name of your theme (1).
- Insert your Primary Colour (2) for your theme.
- Insert your Secondary Colour (3) for your theme.
You can select your primary and secondary colour using the colour pallet below. Click on the Primary Colour (2) or Secondary Colour (3) field to use the colour pallet.
Your primary and secondary colours must be in Hex format (If you need help to convert your colours to hex, you can navigate to this website [https://htmlcolorcodes.com/](https://htmlcolorcodes.com/) ).
- You can now click on Save (4) and the window will refresh with new fields.
- In the new window navigate to the Portal Logo (5) field. You can either drag and drop your logo into this field or you can click on the field to browse your computer for a logo.
Your image size should be 440x140 and it should be a .png type image.
To use your theme you have to link it to a schema, follow the steps below to link your theme.
## Linking a theme to a schema
When you have created a theme or want to link an existing theme to any one of your schemas. Follow the steps in this quick and easy guide.
### How to get there?
Navigate and click on System Administration (1).
Hover with you curses over System Administration (2) and navigate to Tools (3) then Configuration (4).
On the new window click on Framework (5).
Navigate to and click on Theme Key Management (6).
- Select from the drop down menu your Theme you have created (2).
- Under the Schema drop down menu, select your Schema that you want your theme to be associated with (3).
- In the Key (4) field you can enter your own key e.g. THEME00001.
- Or you can click on the Refresh (5) icon to automatically generate a key.
- Click on the tick box (6) if you want the user to be navigated directly to the log in screen. Otherwise the user will be directed to the Learning Store page.
- Then click on Save (7).
Note: The key must be 10 characters long and only alpha numeric characters are allowed.