# Chapter 4: Using the Learning Management Module
Once the **Learning Management** module is configured, users need to understand how to navigate its features effectively. This chapter provides a practical guide to using the module, covering everything from course enrolment to tracking progress and generating reports.
Learners can browse available courses, enrol in training programmes, complete assessments, and earn certifications. Facilitators and Moderators can conduct training, review a learner's progress, and provide feedback on assessments. Administrators, meanwhile, can create and manage courses, monitor overall engagement, and ensure compliance with learning requirements.
By mastering the module’s core functions, users can maximise learning opportunities, improve workforce skills, and ensure continuous professional development. This chapter equips users with the knowledge to efficiently engage with the system, making learning both structured and accessible.
# Create a Category
[](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png)
- Hover over the **sidebar** menu, then click **Learning Portal**.
- Click the **spanner icon** to access the system's **Administration** menu.
- On the **eLearning card, click **Manage eLearning Library**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/ZaXOHRKkVOdWIOFL-lm-os-build-pathways-manage-elearning-library.jpg)
- The **Pathways Tree View** screen will open in a new tab.
- Click **ADD MAIN CATEGORY**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/5wf4qOurso6sHsqv-lm-os-build-pathways-manage-elearning-library-start.jpg)
- Add a **name** for the category.
- Optionally, add a short description for the category.
- From the **drop-down menu**, select the **published status** as **Publish to this Ruleset only**.
- From the **drop-down menu**, select **Can be Published** to set the **development status**.
- Choose an **image** for the category. When adding your own image, ensure the aspect ratio is 300 by 200 px and that it is in .png, .jpg, or .gif format.
- If the main category should display on the **Learning Portal**, tick the **Show as shortcut on LMS portal checkbox.**
- - **Please be aware that selecting a main category on the Learning Portal and checking this box for related pathways in that category may lead to duplicate entries appearing on the Learning Portal screen.**
- If the main category appears on the **Learning Portal**, its pathways are accessible through the drill-down feature, so there's no need to tick this checkbox for those pathways.
- It is recommended to try out this feature to determine the most effective way for you.
- Click **SAVE** when you are finished or click **BACK TO LIST** to discard your edits.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/CYnHi4ocx7qknplL-lm-os-build-pathways-manage-elearning-library-add-main-category.jpg)
[](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png)
# Create a Pathway
[](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png)
- Hover over the **sidebar** menu, then click **Learning Portal**.
- Click the **spanner icon** to access the system's **Administration** menu.
- On the **eLearning card, click **Manage eLearning Library**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/ZaXOHRKkVOdWIOFL-lm-os-build-pathways-manage-elearning-library.jpg)
- The **Pathways Tree View** screen will open in a new tab.
- Click the **pathway icon** next to the main category's name to add a new pathway.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/nTQvwsyb1oNiy5mM-lm-os-build-pathways-manage-elearning-library-add-pathway.jpg)
- The **pathway details** screen will open.
- Choose how the pathway steps should be displayed:
- - **Indicators** are used for linear learning.
- **Tabs** are ideal for a virtual classroom or online school environment.
- For our example, we will be using tabs.
- Add the pathway **name** to the **item label** text field.
- Optionally, add a short description for the pathway.
- Add a **description title**.
- Optionally, add a longer description for the pathway.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/VuatgFXgxpkECq9o-lm-os-build-pathways-manage-elearning-library-add-pathway-details.jpg)
- From the **drop-down menu**, select the **item status** as **Publish to this Ruleset only**.
- From the **drop-down menu**, select **Can be Published** to set the **development status**.
- Choose a **pathway image** for the pathway. When adding your own image, ensure the aspect ratio is 300 by 200 px and that it is in .png, .jpg, or .gif format.
- If the main category should display on the **Learning Portal**, tick the **Show as shortcut on LMS portal checkbox**.
- Optionally, tick the **Auto Start Pathway checkbox** to skip the summary page when learners start the pathway.
- Click **SAVE** when you are finished or click **BACK TO LIST** to discard your edits.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/Nxc5SjHdqK5zircf-lm-os-build-pathways-manage-elearning-library-add-pathway-details-continued.jpg)
[](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png)
# Create an Assessment
[](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png)
For this example, we will import assessments into the system. For more information on building assessments using the **Assessment Builder** module, please refer to the **[Assessment Builder](https://signature.signifyhr.co.za/books/assessment-builder-EUM "Assessment Builder")** guide.
- Hover over the **sidebar** menu, then click **Learning Portal**.
- Click the **spanner icon** to access the system's **Administration** menu.
- On the **Assessments/Surveys** card, click **Assessment/Survey List**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/7pSDMujzcEN8YHuJ-lm-os-assessments-assessment-survey-list.jpg)
- The **assessment management** screen will open in a new tab.
- Click on **eAssess Assessments**, then click the **ADD ASSESSMENT CATEGORY** button.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/SK30KqJ80uuPnQA5-lm-os-assessments-assessment-survey-list-add-asessment-category.jpg)
- Add a **name** for the assessment category.
- Click **SAVE** when you are finished, **SAVE ADD NEW** to add another assessment category, or click **CANCEL** to discard your edits.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/24O5pfmvWaUwb3L2-lm-os-assessments-assessment-survey-list-add-asessment-category-add.jpg)
- The new category has been added to the **assessment management** list.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/VyNHw7P60yAq3dPI-lm-os-assessments-assessment-survey-list-add-asessment-category-complete.jpg)
- Close the tab and return to the **Learning Portal** tab.
- On the **Assessments/Surveys** card, click **Question List**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/7pSDMujzcEN8YHuJ-lm-os-assessments-assessment-survey-list.jpg)
- The **question management** screen will open in a new tab.
- Click on **eAssess Questions**, then click the **ADD CATEGORY** button.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/SK30KqJ80uuPnQA5-lm-os-assessments-assessment-survey-list-add-asessment-category.jpg)
- Add a **name** for the question category.
- Click **SAVE** when you are finished, **SAVE ADD NEW** to add another question category, or click **CANCEL** to discard your edits.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/24O5pfmvWaUwb3L2-lm-os-assessments-assessment-survey-list-add-asessment-category-add.jpg)
- The new category has been added to the **question management** list.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/VyNHw7P60yAq3dPI-lm-os-assessments-assessment-survey-list-add-asessment-category-complete.jpg)
- Close the tab and return to the **Learning Portal** tab.
- On the **Assessments/Surveys** card, click **Import from Excel**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/7pSDMujzcEN8YHuJ-lm-os-assessments-assessment-survey-list.jpg)
- The **Excel import** screen will open in a new tab.
- Click on **BROWSE**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/SK30KqJ80uuPnQA5-lm-os-assessments-assessment-survey-list-add-asessment-category.jpg)
- Click **DOWNLOAD TEMPLATE** to populate, or click **DOWNLOAD EXAMPLE** to view an assessment example file.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/24O5pfmvWaUwb3L2-lm-os-assessments-assessment-survey-list-add-asessment-category-add.jpg)
- Populate the file with the questions for your assessment. Please keep the following in mind:
- - Ensure the **Activity** name in column B is exactly the same as the **AssessmentName** in column Y.
- For **single-selection questions,** ensure that only one correct answer is assigned a score.
- For **multiple-selection questions**, ensure the question score in column AJ equals the sum of all correct answers.
- For the **match column A with B questions**, ensure each answer is assigned a score, and that column AS is populated with a statement.
- If options should be **randomised**, ensure the answer order for each option is 0 in column AY.
- When providing **standard feedback** (in column AV), ensure that each option has feedback. Adding feedback to one option will not apply it to the others.
- Should your **import fail**, download the error export file, and check the feedback provided in the **Status** column (column AZ). Follow the instructions to correct the assessment, then re-upload the file.
- Click **CHOOSE FILE** to upload your assessment, then click **VALIDATE SELECTED FILE**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/un7J6RKMWbhZDx4O-lm-os-import-from-excel-browse-upload-file.jpg)
- If the validation is successful, click **OK** to proceed.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/LTZ40X2xjVe3pGUv-lm-os-import-from-excel-browse-upload-file-validation-successful.jpg)
- Click the **assessment category** and the **question category** to which the assessment should be added.
- Click **IMPORT INTO THE SELECTED CATEGORIES**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/gc097ZFZBvHtKqpC-lm-os-import-from-excel-select-categories-and-import-assessment.jpg)
- On the warning message, click **OK** to proceed.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/bCwptbxIlJuLSFB3-lm-os-import-from-excel-select-categories-and-import-assessment-v-confirm.jpg)
- If the import is successful, click **OK** to proceed.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/5bOCQy75H2w1ftdJ-lm-os-import-from-excel-select-categories-and-import-assessment-success.jpg)
- The new assessment has been added to the system.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/VyNHw7P60yAq3dPI-lm-os-assessments-assessment-survey-list-add-asessment-category-complete.jpg)
[](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png)
# Build a Pathway
[](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png)
##### Starting with pathways
- Hover over the **sidebar** menu, then click **Learning Portal**.
- Click the **spanner icon** to access the system's **Administration** menu.
- On the **eLearning card, click **Manage eLearning Library**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/ZaXOHRKkVOdWIOFL-lm-os-build-pathways-manage-elearning-library.jpg)
- The **Pathways Tree View** screen will open in a new tab.
- Click **ADD MAIN CATEGORY**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/5wf4qOurso6sHsqv-lm-os-build-pathways-manage-elearning-library-start.jpg)
- Add a **name** for the category.
- Optionally, add a short description for the category.
- From the **drop-down menu**, select the **published status** as **Publish to this Ruleset only**.
- From the **drop-down menu**, select **Can be Published** to set the **development status**.
- Choose an **image** for the category. When adding your own image, ensure the aspect ratio is 300 by 200 px and that it is in .png, .jpg, or .gif format.
- If the main category should display on the **Learning Portal**, tick the **Show as shortcut on LMS portal checkbox.**
- - **Please be aware that selecting a main category on the Learning Portal and checking this box for related pathways in that category may lead to duplicate entries appearing on the Learning Portal screen.**
- If the main category appears on the **Learning Portal**, its pathways are accessible through the drill-down feature, so there's no need to tick this checkbox for those pathways.
- It is recommended to try out this feature to determine the most effective way for you.
- Click **SAVE** when you are finished or click **BACK TO LIST** to discard your edits.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/CYnHi4ocx7qknplL-lm-os-build-pathways-manage-elearning-library-add-main-category.jpg)
- A **new pathway** can be added to this category in two ways:
- - Scroll to the top of the screen after the save is complete, then click **ADD PATHWAY**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/R9rNxu83q0blaEVa-lm-os-build-pathways-manage-elearning-library-main-category-add-pathway.jpg)
- - - Alternatively, click **Maintain TreeView** at the top of the screen to return to the **Pathways Tree View**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/iH1d0JLDmHaGRKNw-lm-os-build-pathways-manage-elearning-library-add-main-category-back-to-treeview.jpg)
- - - Click the **pathway icon** next to the main category's name to add a new pathway.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/nTQvwsyb1oNiy5mM-lm-os-build-pathways-manage-elearning-library-add-pathway.jpg)
- The **pathway details** screen will open.
- Choose how the pathway steps should be displayed:
- - **Indicators** are used for linear learning.
- **Tabs** are ideal for a virtual classroom or online school environment.
- For our example, we will be using tabs.
- Add the pathway **name** to the **item label** text field.
- Optionally, add a short description for the pathway.
- Add a **description title**.
- Optionally, add a longer description for the pathway.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/VuatgFXgxpkECq9o-lm-os-build-pathways-manage-elearning-library-add-pathway-details.jpg)
- From the **drop-down menu**, select the **item status** as **Publish to this Ruleset only**.
- From the **drop-down menu**, select **Can be Published** to set the **development status**.
- Choose a **pathway image** for the pathway. When adding your own image, ensure the aspect ratio is 300 by 200 px and that it is in .png, .jpg, or .gif format.
- If the main category should display on the **Learning Portal**, tick the **Show as shortcut on LMS portal checkbox**.
- Optionally, tick the **Auto Start Pathway checkbox** to skip the summary page when learners start the pathway.
- Click **SAVE** when you are finished or click **BACK TO LIST** to discard your edits.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/Nxc5SjHdqK5zircf-lm-os-build-pathways-manage-elearning-library-add-pathway-details-continued.jpg)
- Scroll to the top of the screen after the save is complete, then click **DESIGN PATHWAY**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/rshqQzjkWWmNcdE0-lm-os-build-pathways-manage-elearning-library-add-pathway-design-pathway.jpg)
- This overview explains how to set up **learning pathways** for an online school. We will create the following steps, which are mainly used in an eLearning environment:
- - Comment
- Document (Download)
- Acceptance
- SCORM/xAPI
- Assessment (Online)
- Assignment (Upload)
- Certification point
- Class/Group
- Feel free to include any additional step types not covered in this guide.
##### Comment
- The pathway design screen will open. Select **Comment** from the menu.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/wSC61UfCIZOJyfr4-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step.jpg)
- Optionally, select an **image** or a custom **icon** for your step.
- Add a **main header**, or title, for this step.
- Add a **subheading** to the **Reference Description** field.
- Add a **description** for this step.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/1RMF7RfM8IURHNcj-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step-comment.jpg)
- Click **SAVE** when you are finished, **SAVE ADD NEW** to add another comment step or click **CANCEL** to discard your edits.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/NGOCXHwTlYmxIBkI-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step-comment-save.jpg)
- The comment step has been successfully added to the pathway.
- To add an additional step, click the **plus icon**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/P9U6U7n76JtoWCXk-lm-os-build-pathways-manage-elearning-library-design-pathway-add-next-step.jpg)
##### Document (Download)
- Select **Document (Download)** from the menu.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/wSC61UfCIZOJyfr4-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step.jpg)
- Optionally, select an **image** or a custom **icon** for your step.
- Add a **main header**, or title, for this step.
- Add a **subheading** to the **Reference Description** field.
- Choose a **file** from your computer for users to download.
- Tick the **checkbox if you would like the document to appear in this step.
- Add a **description** for this step.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/1RMF7RfM8IURHNcj-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step-comment.jpg)
- Click **SAVE** when you are finished, **SAVE ADD NEW** to add another document download step or click **CLOSE** to discard your edits.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/NGOCXHwTlYmxIBkI-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step-comment-save.jpg)
- The document download step has been successfully added to the pathway.
##### Acceptance
- Select **Acceptance** from the menu.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/wSC61UfCIZOJyfr4-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step.jpg)
- Optionally, select an **image** or a custom **icon** for your step.
- Add a **main header**, or title, for this step.
- Add a **subheading** to the **Reference Description** field.
- Add an **acceptance title**, which will display next to the tickbox learners are required to tick for this step.
- Add a **description** for this step.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/1RMF7RfM8IURHNcj-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step-comment.jpg)
- To log this step in the **learner's record**, check the **box,** then click the **hand icon** to select a **training intervention** to associate with this step.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/4TxkuqaUsfugmmtL-lm-os-build-pathways-manage-elearning-library-design-pathway-acceptance-details-continued.jpg)
- Select the **training intervention**, then click **SELECT**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/ssB4yv74B9rhu7S6-lm-os-build-pathways-manage-elearning-library-design-pathway-acceptance-details-continued-select.jpg)
- Click **SAVE** when you are finished, **SAVE ADD NEW** to add another acceptance step or click **CLOSE** to discard your edits.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/NGOCXHwTlYmxIBkI-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step-comment-save.jpg)
- The acceptance step has been successfully added to the pathway.
##### SCORM/xAPI
- Select **SCORM/xAPI** from the menu.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/wSC61UfCIZOJyfr4-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step.jpg)
- Optionally, select an **image** or a custom **icon** for your step.
- Add a **name** for this step in the **Step Header** field.
- Add a **description header** for this step.
- Optionally, add a **description**.
- Select a **SCORM file** to add to this step by clicking the **upload icon** next to the **Course** field. The SCORM wizard will open.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/SQeE1n9ju8aCCIk1-lm-os-build-pathways-manage-elearning-library-design-pathway-scorm-step-details-continued.jpg)
- Select the **radio button** next to **SCORM** in the **Learning Content Type** section.
- Add a **name** for this step.
- Select a **training intervention** from the **Training Intervention Library** using the **hand icon**.
- - Alternatively, tick the **checkbox** to automatically create a training intervention for this step.
- If using standardised naming conventions, ensure the **name** field complies with those standards.
- Choose a **SCORM file** from your computer in a .zip format.
- Customise how the **SCORM** activity will be set up:
- - Tick the **checkbox** if the file has an **assessment**.
- Tick the **checkbox** if the learner can **redo** the SCORM activity.
- Set the maximum number of **attempts**.
- Choose which **score** to keep.
- Tick the **checkbox** if the **transcript** should be made available to the learner.
- Tick the **checkbox** if the SCORM file is **active** and ready for publication.
- Click **SAVE AND UPLOAD** to continue or **CLOSE** to discard your edits.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/1RMF7RfM8IURHNcj-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step-comment.jpg)
- The SCORM step has been successfully added to the pathway.
- These same steps can be used to add:
- - MP4 files,
- PDFs, or
- YouTube videos.
##### Assessment (Online)
- Select **Assessment (Online)** from the menu.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/wSC61UfCIZOJyfr4-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step.jpg)
- Optionally, select an **image** or a custom **icon** for your step.
- Add a **main header**, or title, for this step.
- Link a pre-loaded **assessment** to this step by clicking the **hand icon**.
- Add a **description** for this step.
- Click **SAVE** when you are finished, **SAVE ADD NEW** to add another assessment step or click **CLOSE** to discard your edits.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/1RMF7RfM8IURHNcj-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step-comment.jpg)
- The assessment step has been successfully added to the pathway.
##### Assignment (Upload Document)
- Select **Assignment (Upload Document)** from the menu.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/wSC61UfCIZOJyfr4-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step.jpg)
- Optionally, select an **image** or a custom **icon** for your step.
- Add a **main header**, or title, for this step.
- Add a **heading** for this step.
- Add a **description** for this step.
- To log this step in the **learner's record**, check the **box,** then click the **hand icon** to select a **training intervention** to associate with this step.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/4TxkuqaUsfugmmtL-lm-os-build-pathways-manage-elearning-library-design-pathway-acceptance-details-continued.jpg)
- Select the **training intervention**, then click **SELECT**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/ssB4yv74B9rhu7S6-lm-os-build-pathways-manage-elearning-library-design-pathway-acceptance-details-continued-select.jpg)
- Click **SAVE** when you are finished, **SAVE ADD NEW** to add another assignment upload step or click **CLOSE** to discard your edits.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/NGOCXHwTlYmxIBkI-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step-comment-save.jpg)
- The assignment upload step has been successfully added to the pathway.
##### Certification point
- Select **Certification Point** from the menu.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/wSC61UfCIZOJyfr4-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step.jpg)
- Optionally, select an **image** or a custom **icon** for your step.
- Add a **main header**, or title, for this step.
- Add a certification point **name**.
- Add a **description** for this step.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/1RMF7RfM8IURHNcj-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step-comment.jpg)
- To log this step in the **learner's record**, check the **box,** then click the **hand icon** to select a **training intervention** to associate with this step.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/4TxkuqaUsfugmmtL-lm-os-build-pathways-manage-elearning-library-design-pathway-acceptance-details-continued.jpg)
- Select the **training intervention**, then click **SELECT**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/ssB4yv74B9rhu7S6-lm-os-build-pathways-manage-elearning-library-design-pathway-acceptance-details-continued-select.jpg)
- Click **SAVE** when you are finished, **SAVE ADD NEW** to add another certification point step or click **CLOSE** to discard your edits.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/NGOCXHwTlYmxIBkI-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step-comment-save.jpg)
- To maintain **prerequisites** for this certification point, click **YES**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/MSNZjdaTTiLzkjYZ-lm-os-build-pathways-manage-elearning-library-design-pathway-certification-point-prerequisites.jpg)
- Click **ADD** to select steps from the pathway to add as prerequisites.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/Dr3irOlfwyN1vH2Z-lm-os-build-pathways-manage-elearning-library-design-pathway-certification-point-prerequisites-add.jpg)
- From the **drop-down menu**, select a **pathway item**.
- Select the **status** required to achieve this prerequisite.
- Click **SAVE** when you are finished, **SAVE ADD NEW** to add another prerequisite, or click **CLOSE** to discard your edits.
- The certification point step has been successfully added to the pathway.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/qnMkg6IDM5DcpC5G-lm-os-build-pathways-manage-elearning-library-design-pathway-completed.jpg)
[](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png)
# Add a Training Intervention
[](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png)
**Training interventions** are used to track a learner's academic progress. Each learning activity or assessment will have its own training intervention. Training interventions can be created in two ways:
- Manually through the training intervention builder
- Automatically through the training intervention import functionality
Both methods will be shown below.
#### Method 1: Add training interventions manually
- Hover over the **sidebar** menu, then click **Learning Portal**.
- Click the **spanner icon** to access the system's **Administration** menu.
- On the **Learning Libraries** card, click **Training Interventions**.
- The **Training Intervention Library** will open. This is where training interventions can be created, edited, or deleted. To add a new training intervention, click **ADD**.
- The training intervention editing screen will open.
- - **Please note that all the fields marked with an asterisk (\*) are required.**
- For our example, we will only fill out the necessary fields, but you can add more details if desired.
**It is recommended to use a naming convention to standardise the training interventions. This ensures it is easy to maintain the data integrity of the Training Intervention Library while also improving the quality of system report outputs.**
- Add an appropriate **name** for the training intervention.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/5zzaPLMNRGYJchaI-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-add-new-training)
- Select the **type** of training intervention from the **Pathway Step Type drop-down menu**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/41qXNepDG6t0s8gS-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-add-new-training)
- Select the **Learning Type** from the **drop-down menu**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/2xL1s8SUIDFGEtu1-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-add-new-training)
- Select the **Nature of Learning** from the **drop-down menu**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/KQEEMMFD7MGa6AwI-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-add-new-training)
- Select the **Training Classification** from the **drop-down menu**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/i40MfyX6QmeNikNt-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-add-new-training)
- Select the **Training Category** from the **drop-down menu**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/0wwAO33DfkirK7Fc-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-add-new-training)
- Select the **Skills Priority** from the **drop-down menu**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/XRopIaThT5AexlDH-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-add-new-training)
- Configure the settings for the expiry of **learner records**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/KwSRT5J8cyet018z-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-add-new-training)
- Configure the settings for the printing of **certificates**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/D1bj8CU1wskJeUds-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-add-new-training)
- If you employ a **gamification** strategy in your learning environment, you can display a completed course as a **badge** and assign **points** for **leaderboard** tracking.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/etrXXAbdNv6oMfDf-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-add-new-training)
- Click **SAVE** when you are finished, **SAVE ADD NEW** to add another training intervention or click **BACK TO LIST** to discard your edits.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/FplnJg2n8BlTuzcD-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-add-new-training)
#### Method 2: Add training interventions using the import
- Hover over the **sidebar** menu, then click **Learning Portal**.
- Click the **spanner icon** to access the system's **Administration** menu.
- On the **Learning Libraries** card, click **Training Interventions**.
- The **Training Intervention Library** will open. This is where training interventions can be created, edited, or deleted. Click **IMPORT TRAINING INTERVENTIONS** to begin.
- Click on the **Technical Information** section.
- - Take note of the maximum field lengths for each category.
- Copy the data in the section titled **First row should look like**.
- - Use this data to construct a training intervention import file.
- For more information and a step-by-step guide on how to do this, go to the next section: **[Create a custom Training Intervention file in Excel](#bkmrk-create-a-custom-trai "Create a custom Training Intervention file in Excel")**.
- Once you have populated your training intervention document, click **CHOOSE FILE** to upload your import file as a .csv, .xls, or .xlsx.
- Click **SAVE & PREVIEW**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/jpYTZOgSHIqgQTSz-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-import-training-)
- Review the preview of your data import. If the data appears correct, tick the **checkbox** to confirm it.
- You are now ready to kick off the import.
- - You can execute a **mock import** to ensure all the data displays correctly. This is recommended for very large import files. To do this, click **EXECUTE MOCK IMPORT**.
- If the data is ready to be imported, click **EXECUTE IMPORT**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/jpYTZOgSHIqgQTSz-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-import-training-)
- Your **Training Intervention Library** is now populated with your new training interventions. If you do not see your training interventions, please refresh your browser window.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/cG1rQl2JtlqTyi9J-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-completre.jpg)
##### Create a custom Training Intervention file in Excel
- Copy the following information to your clipboard:
System\_Reference,Code,Training\_Intervention\_Name,Description,Type,Training\_Provider\_Code,Training\_Provider,Learning\_Type,Nature\_of\_Learning,Training\_Classification,NQF\_Level,NQF\_Band,Credits,Hours,Learner\_can\_print\_own\_certificate\_when\_competent,Certificate\_Display\_Name,Training\_Scheduling\_Category,Participants\_Min,Participants\_Max,Outcomes,Skills\_Priority,Prerequisite,Training\_Category,Log\_to\_Learner\_Record,Learner\_Record\_Never\_Expires,Advanced\_Warning\_Period,Expire\_All\_Learner\_Records\_Completed\_Before,Learner\_Records\_Expiry,Exclude\_From\_Reports,WSP\_ATR\_Category,PTP\_PTR\_Category,DocumentationRequired,AllowViewingTranscripts,IsPivotalTraining,IsMandatory,Mobile\_Application\_Template,Automatic\_Certification,SAQA\_Accredited,Update\_Mentor\_Manually,ImageUrl,BadgeUrl,ShowBadgeWhen,MinPoints,MaxPoints,MinScore,MaxScore,BadgeExpiryMonths,BadgeShowScoreDistributionGraph,BadgeShowLeaderboard
- Open the **Excel** application and create a new **workbook**.
- Paste the information into the first cell of the new workbook.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/9CpQdujRPW1qxcus-lm-os-training-interventions-learning-portal-system-admin-menu-create-training-intervention-file-paste.jpg)
- Ensuring the first cell is selected, navigate to the **Data** tab. Click the **Text to Columns** option in the **Data Tools** section.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/h91DcvYGHnyA1MHA-lm-os-training-interventions-learning-portal-system-admin-menu-create-training-intervention-file-data.jpg)
- The **Convert Text to Columns Wizard** will pop up. Click the **Delimited radio button**, then click **Next**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/h91DcvYGHnyA1MHA-lm-os-training-interventions-learning-portal-system-admin-menu-create-training-intervention-file-data.jpg)
- In the **Delimiters** section, ensure **ONLY** the **Comma checkbox** is ticked, then click **Next**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/h91DcvYGHnyA1MHA-lm-os-training-interventions-learning-portal-system-admin-menu-create-training-intervention-file-data.jpg)
- Click **Finish**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/DdbkfjUtVe7CptZX-lm-os-training-interventions-learning-portal-system-admin-menu-create-training-intervention-file-finish.jpg)
- Your file is now ready to be populated.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/p5eXChbulqpjvuUM-lm-os-training-interventions-learning-portal-system-admin-menu-create-training-intervention-file-done.jpg)
- Please do not enter any data into the System\_Reference or Code columns, as these will be updated automatically.
- Save the **Excel workbook as a .csv, .xls, or .xlsx file, then use it to import training interventions.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png)
# Use the SCORM Library
SCORM and xAPI are files that allow interactive eLearning content to be easily uploaded to a Learning Management System (LMS). SCORM files are packaged into zip files to ensure the eLearning content imports and launches correctly.
A Learning Content Library is provided on the SignifyHR platform, which allows administrators to:
- Upload new eLearning content, and
- Update or remove existing content.
This guide will show both methods.
##### UPLOAD SCORMs
It is essential to note that the blue circles in the screenshots indicate where you must click on the screen.
1. Log in to the system using the URL, username, and password provided to you.
2. Click to navigate to the **Learning Portal**.
3. Click the spanner icon to access the **System Administration** menu.
4. Click on **Show More** under the **eLearning** menu.
5. Click on **SCORM / xAPI** under the **Content Libraries** menu.
6. The Learning Content Library stores and organises all the eLearning content that has been uploaded onto the system.
You can search for a specific SCORM file by using the panel at the top of the page. Filter search results using specific search criteria, such as categories or whether they have been linked to a pathway.
To add a new SCORM file, click on **Add Content**.
7. Select a SCORM zip file from your local storage by clicking **Choose File**.
8. Populate the fields with the SCORM’s information, such as the
- Learning content type,
- Name of the SCORM,
- Content server, and
- Maximum number of attempts.
You can also select checkboxes, which will:
- Create a training intervention with the same title as the SCORM in the Training Intervention library if one does not exist already.
- Log this eLearning activity to the person’s learner record.
- Show whether the activity contains an assessment.
- Make the transcript available to the person.
- Allow the person to redo the activity.
- Mark the SCORM as active.
Click **Save and Upload** when you are finished or click **Close** to discard your edits.
9. If you have selected the checkbox that logs the eLearning activity to the person’s learner record, you can select the training intervention by clicking on the hand icon.
Select the training intervention from the training intervention library, or click **Add** to add a new training intervention.
Once you have selected the training intervention, click **Save and Upload** or click **Close** to discard your edits. The SCORM file is now ready to be linked to a pathway.
##### UPDATE OR REMOVE SCORMs
It is essential to note that the blue circles in the screenshots indicate where you must click on the screen.
1. Click to navigate to the **Learning Portal**.
2. Click the spanner icon to access the **System Administration** menu.
3. Click on **Show More** under the **eLearning** menu.
4. Click on **SCORM / xAPI** on the **Content Libraries** menu.
5. The table provides an overview of the information linked to each SCORM, such as:
- the date added,
- training intervention linked,
- number of registrations, and
- number of pathways to which it is linked.
Administrators can also get an overview of the settings for each file, such as:
- the status,
- maximum number of attempts, and
- which score to log to keep.
Click on a SCORM file to edit.
6. Click **Preview** to preview the eLearning file.
7. Click **Settings** to update the SCORM’s settings, such as
- maximum number of attempts,
- which score to keep, and
- whether the SCORM is active or not.
8. Click **Registrations** to view the people that have attempted the SCORM.
9. Click **Download** to save a local version of the file.
10. Click **Delete** to remove the file from the Learning Content Library, then click **Confirm** to complete the deletion.
**Please note, only a SCORM that is not linked to a pathway can be deleted. **
11. From the Learning Content Library screen, checkboxes can be ticked to delete multiple SCORMs at a time. Click **Delete** to complete the deletion.
**Please note that only SCORMs that are not linked to a pathway can be deleted. **
# Create a People Group
[](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png)
#### Create people groups
- Click the **gear icon** to access the **Setup and Configuration** menu.
- Click **People Groups**.
- In the **left-hand menu**, navigate to **Custom**, then click **+PEOPLE GROUP**.
- Enter a descriptive name for the people group.
- Click the **toggle** **button** to set the status to **Active**.
- Click **SAVE** when you are finished or click **CANCEL** to discard your edits.
- Once the people group has been created, you can select the people to add to it.
##### Included: Individuals
- In the **left-hand menu**, click to navigate to the **Included section, then click **People** to add individuals.
- Click the **PEOPLE** button.
- Use the **search bar** to find a person based on their name, surname, username, or job title.
- Tick the **checkbox** to select a person.
- Click **SAVE** when you are finished or click **CANCEL** to discard your edits.
- Review the users added to your people group, then click **SAVE** when you are finished or click **CANCEL** to discard your edits.
##### Included: Grouped conditions
- Click **Grouped Conditions** to add groups of people based on criteria such as job titles, organisational nodes, etc.
- Click **SAVE** when you are finished or click **CANCEL** to discard your edits.
##### Included: Individuals
- In the **left-hand menu**, click to navigate to **People** in the **Excluded** section.
- - Click the **PEOPLE** button.
- Select the people you would like to exclude.
- Click **SAVE** when you are finished or click **CANCEL** to discard your edits.
##### Excluded: Grouped conditions
- Click **Grouped Conditions** to exclude groups of people based on criteria such as job titles, organisational nodes, etc.
- Click **SAVE** when you are finished or click **CANCEL** to discard your edits.
##### Summary
- In the **left-hand menu**, click Summary to view all the users included in your people group.
- > The people groups take some time to synchronise on the system once they're created. This can take anywhere from **10 minutes to 12 hours**, depending on the number of changes.
- To synchronise the newly-created or updated people groups manually, follow the steps in the next section.
#### Manually syncing people groups
- Click the **gear icon** to access the **Setup and Configuration** menu.
- Click **Ruleset Setup**.
- Select the **ruleset you would like to update.
- Navigate to the **Integrations** tab.
- Scroll down to the **Bulk Additional Service Imports – Push** section.
- For the **People group import** function, you have two options when synchronising manually:
- - Click **REQUEST ALL DATA** to synchronise all the people groups.
- - This is a **time-consuming** operation because all the people groups' data is overwritten and synchronised from scratch.
**Please be very careful when selecting this option, as it can affect system performance and speed, particularly during business hours.**
- - - Click **REQUEST RECENT CHANGES** to synchronise only recent changes to your people groups.
- - This is a **time-efficient** option because only the changes are synchronised, and the previous data remains unchanged.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/Bb38pMRhJCqMIfcF-lm-os-ruleset-setup-integrations-people-groups.jpg)
- Once you have selected a synchronisation method, a **message** will appear stating that the import has been requested. You can monitor the synchronisation progress by navigating to your **System Inbox**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/9GiaCYLAyKB2kUWF-lm-os-ruleset-setup-integrations-people-groups-manual-sync-message.jpg)
- Click the **envelope icon** at the top of your screen to navigate to your **System Inbox**, then click **Imports**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/9GiaCYLAyKB2kUWF-lm-os-ruleset-setup-integrations-people-groups-manual-sync-message.jpg)
- You can monitor the **status** of your **imports** and **system processes** here:
- - **Staged** means the task has been added to the queue and will begin once the current tasks have been completed.
- **Started** means the task is currently running.
- **Completed with Errors** means the task has been completed, although only partially, due to detected errors.
- **Completed means the task has been successfully executed.
- **Failed** means the task could not be completed.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/9GiaCYLAyKB2kUWF-lm-os-ruleset-setup-integrations-people-groups-manual-sync-message.jpg)
- For a **Completed with Errors** or **Failed** task, you can download an Excel document with a breakdown of the errors.
- - Click on the **kebab icon** next to the task.
- Click **Export Errors**.
- Review the errors, then re-attempt the task using the steps above.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/9GiaCYLAyKB2kUWF-lm-os-ruleset-setup-integrations-people-groups-manual-sync-message.jpg)
[](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png)
# Add a Target Audience
[](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png)
- Hover over the **sidebar** menu, then click **Learning Portal**.
- Click the **spanner icon** to access the system's **Administration** menu.
- On the **eLearning card, click **Manage eLearning Library**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/ZaXOHRKkVOdWIOFL-lm-os-build-pathways-manage-elearning-library.jpg)
- The **Pathways Tree View** screen will open in a new tab.
- Navigate to the **pathway** you would like to add a target audience for.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/fugB8xeceDQmWQ2z-lm-os-build-pathways-manage-elearning-library-edit-pathway.jpg)
- Go to the **TARGET AUDIENCE** tab.
**[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/9CSsQ9XpUcJ212Ii-lm-os-add-class-classes-tab.jpg)**
- Add a **target audience** based on one (or a combination of) the following conditions:
- - Organisational units
- Jobs
- Job grades
- Employees
- Learner records
- Excluded employees
- Excluded jobs
- Excluded organisational units
- Manual conditions
[](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png)
# Create a Cycle
[](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png)
- Click the **gear icon** to access the **Setup and Configuration** menu.
- Click **Master Data**.
- The **Master Data Library lists the categories for which administrators can create master data. Use the **search bar** at the top of the screen to filter the search results by **Learning Management**.
- Click on the **Cycles** category to continue.
- To add a new master data item, click on **+ITEM**.
- Click the **toggle** **button** to set the cycle's status to **Active**.
- Enter a name for the cycle.
- Enter an alias for the cycle in the primary language.
- Enter an alias for the cycle in the secondary language.
- Click **SAVE** when you are finished, **SAVE ADD NEW** to add another master data item or click **CANCEL** to discard your edits.
- Click the **back arrow** to navigate back to the **Master Data Library** once you are finished.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png)
# Create Class Periods
[](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png)
- Click the **gear icon** to access the **Setup and Configuration** menu.
- Click **Master Data**.
- The **Master Data Library lists the categories for which administrators can create master data. Use the **search bar** at the top of the screen to filter the search results by **Learning Management**.
- Click on the **ClassPeriods** category to continue.
- To add a new master data item, click on **+ITEM**.
- Click the **toggle** **button** to set the class period's status to **Active**.
- Enter an end time for the period.
- Add a name for the period.
- Enter a start time for the period.
- Click **SAVE** when you are finished, **SAVE ADD NEW** to add another master data item or click **CANCEL** to discard your edits.
- Click the **back arrow** to navigate back to the **Master Data Library** once you are finished.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png)
# Configure Comment Categories
[](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png)
- Click the **gear icon** to access the **Setup and Configuration** menu.
- Click **Master Data**.
- The **Master Data Library lists the categories for which administrators can create master data. Use the **search bar** at the top of the screen to filter the search results by **Learning Management**.
- Click on the **Comment Categories** category to continue.
- To add a new master data item, click on **+ITEM**.
- Click the **toggle** **button** to set the comment category's status to **Active**.
- Enter a name for the comment category.
- Click **SAVE** when you are finished, **SAVE ADD NEW** to add another master data item or click **CANCEL** to discard your edits.
- Click the **back arrow** to navigate back to the **Master Data Library** once you are finished.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png)
# Compile Academic Report Comments
[](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png)
- Click the **gear icon** to access the **Setup and Configuration** menu.
- Click **Master Data**.
- The **Master Data Library lists the categories for which administrators can create master data. Use the **search bar** at the top of the screen to filter the search results by **Learning Management**.
- Click on the **Comments** category to continue.
- To add a new master data item, click on **+ITEM**.
- From the **drop-down menu**, select the comment category.
- From the **drop-down menu**, select the comment type.
- Enter a comment in the primary language.
- Enter a comment in the secondary language.
- Click **SAVE** when you are finished, **SAVE ADD NEW** to add another master data item or click **CANCEL** to discard your edits.
- **Please note: Using an ellipsis (...) serves as a placeholder for the learner's name.**
- Click the **back arrow** to navigate back to the **Master Data Library** once you are finished.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png)
# Create a Subject
[](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png)
- Click the **gear icon** to access the **Setup and Configuration** menu.
- Click **Ruleset Setup**.
- Select the **ruleset you would like to update.
- Navigate to the **Products tab.
- Click on the **Learning Management product card, then click **Product Setup**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/BgK1kyVp94Qa9Ghu-lm-products-tab-lm-product-card-activate.jpg)
- Click **+SUBJECT**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/TmIXpIioPp4jhRK6-lm-os-add-subject-add-new.jpg)
- Add a **name** for this subject.
- Select the **academic year** from the **drop-down menu**.
- Select the **grade** from the **drop-down menu**.
- Provide a **primary** and **secondary** **language alias** for the subject.
- Select a **pass mark** for the subject.
- Use the **colour picker** to choose a **colour** for this subject, which will appear on the timetable.
- Link the **subject** to a **pathway's class/group**.
- Click **SAVE** when you are finished or click **CANCEL** to discard your edits.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/Wm6xA6xfsqlZfRJb-lm-os-add-subject-add-new-subject-details.jpg)
- Click **+CYCLE** to add a new academic cycle to the subject.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/RZPuXdqBoubfkiKL-lm-os-add-subject-add-new-add-cycle.jpg)
- Add a **name** for this cycle.
- Select the **start and end dates** for the cycle.
- Provide a **weight**.
- Use the **drop-down menu** to select a training intervention (it must be a certification point) to link to this term.
- Click **SAVE** when you are finished or click **CANCEL** to discard your edits.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/JV9anXsGVBO7lcNV-lm-os-add-subject-add-new-add-cycle-details.jpg)
- Click the **plus icon** to construct a subject plan for this cycle.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/4B4cuhjQjlfrSJC0-lm-os-add-subject-add-new-add-cycle-build-term-plan.jpg)
- Add a **mark** for the academic activity.
- The **type** will be automatically populated based on your **training intervention**.
- Select a **training intervention** from the **drop-down menu**.
- Choose whether the academic activity will be **auto-marked** or marked **manually** by a teacher or facilitator.
- Choose whether administrators can **override** the student's mark.
- Choose whether the academic activity will **show** on the **final marksheet**.
- Provide a **weight** for the academic activity within this cycle.
- Provide a **mark** used to grade this activity.
- If you would like to remove an academic activity, click the **dustbin icon**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/yr5L3hXipNMo63rG-lm-os-add-subject-add-new-add-cycle-build-term-plan-add-interventions.jpg)
- Click **SAVE** when you are finished, **+CYCLE** to add another academic term, or **CANCEL** to discard your changes.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/kWjZk3rQMT6Kplb4-lm-os-add-subject-add-new-add-cycle-build-term-plan-save.jpg)
[](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png)
# View the Attendance Register
[](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png)
- Hover over the **sidebar** menu, then click **Learning Portal**.
- Click the **spanner icon** to access the system's **Administration** menu.
- On the **eLearning card, click **Manage eLearning Library**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/ZaXOHRKkVOdWIOFL-lm-os-build-pathways-manage-elearning-library.jpg)
- The **Pathways Tree View** screen will open in a new tab.
- Click to **edit** a pathway.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/fugB8xeceDQmWQ2z-lm-os-build-pathways-manage-elearning-library-edit-pathway.jpg)
- At the top of the screen, click **DESIGN PATHWAY**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/JSJG8yFneiO7sPEO-lm-os-build-pathways-manage-elearning-library-edit-design-pathway.jpg)
- Navigate to the **Class/Group** step of the pathway.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/RsgN8QYwKJtCJa3c-lm-os-build-pathways-manage-elearning-library-design-pathway-class-or-group-step.jpg)
- Click **Attendance Register**. The attendance register will open in a new tab.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/PX1wHRwyNDiEiPa1-lm-os-build-pathways-manage-elearning-library-design-pathway-class-or-group-attendance-register.jpg)
- Select the **date** the class took place.
- Select the **lesson** during which the class took place.
- Mark students as:
- - **Attended**
- **Absent With Excuse**
- **Absent**
- Send out an **absence notification** by clicking the **envelope icon**.
- Click **SAVE** when you are finished, then click **CLOSE TAB**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/V158hOdWA3AjKaOe-lm-os-attendance-register.jpg)
[](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png)
# View the Marksheet
[](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png)
- Hover over the **sidebar** menu, then click **Learning Portal**.
- Click the **spanner icon** to access the system's **Administration** menu.
- On the **eLearning card, click **Manage eLearning Library**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/ZaXOHRKkVOdWIOFL-lm-os-build-pathways-manage-elearning-library.jpg)
- The **Pathways Tree View** screen will open in a new tab.
- Click to **edit** a pathway.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/fugB8xeceDQmWQ2z-lm-os-build-pathways-manage-elearning-library-edit-pathway.jpg)
- At the top of the screen, click **DESIGN PATHWAY**.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/JSJG8yFneiO7sPEO-lm-os-build-pathways-manage-elearning-library-edit-design-pathway.jpg)
- Navigate to the **Class/Group** step of the pathway.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/RsgN8QYwKJtCJa3c-lm-os-build-pathways-manage-elearning-library-design-pathway-class-or-group-step.jpg)
- Click **Marksheet**. The marksheet will open in a new tab.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/PX1wHRwyNDiEiPa1-lm-os-build-pathways-manage-elearning-library-design-pathway-class-or-group-attendance-register.jpg)
- Educators can update the learner's marks using the Excel-like functionality. Take note of the **legend** to aid in interpreting the marksheet.
- **Toggle** to **publish** the learner's marks for an academic activity and prevent further uploads.
- Enter the **student's mark** in the columns.
- Double-click to add a **comment** in either the **primary** or **secondary language**.
- Click **SAVE** when you are finished.
[](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/gyS4tiv6yjGNzdxL-lm-os-marksheet.jpg)
[](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png)