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 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 . The  Pathways Tree View  screen will open in a new tab. Click  ADD MAIN CATEGORY . 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.   Create a Pathway 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 . 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. 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. 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.   Create an Assessment 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  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 . The  assessment management  screen will open in a new tab. Click on  eAssess Assessments , then click the  ADD ASSESSMENT CATEGORY  button.  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. The new category has been added to the  assessment management  list. Close the tab and return to the  Learning Portal  tab. On the  Assessments/Surveys  card, click  Question List . The  question management  screen will open in a new tab. Click on  eAssess Questions , then click the  ADD CATEGORY  button.  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. The new category has been added to the  question management  list. Close the tab and return to the  Learning Portal  tab. On the  Assessments/Surveys  card, click  Import from Excel . The  Excel import  screen will open in a new tab. Click on  BROWSE .  Click  DOWNLOAD TEMPLATE  to populate, or click  DOWNLOAD EXAMPLE  to view an assessment example file. 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 . If the validation is successful, click  OK  to proceed. Click the  assessment category  and the  question category  to which the assessment should be added. Click  IMPORT INTO THE SELECTED CATEGORIES . On the warning message, click  OK  to proceed. If the import is successful, click  OK  to proceed. The new assessment has been added to the system.   Build a Pathway 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 . The  Pathways Tree View  screen will open in a new tab. Click  ADD MAIN CATEGORY . 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. 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 . Alternatively, click  Maintain TreeView  at the top of the screen to return to the  Pathways Tree View . Click the  pathway icon  next to the main category's name to add a new pathway. 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. 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. Scroll to the top of the screen after the save is complete, then click  DESIGN PATHWAY . 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. 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. Click  SAVE  when you are finished,  SAVE ADD NEW  to add another comment step or click  CANCEL  to discard your edits. The comment step has been successfully added to the pathway. To add an additional step, click the  plus icon . Document (Download) Select  Document (Download)  from the menu. 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. Click  SAVE  when you are finished,  SAVE ADD NEW  to add another document download step or click  CLOSE  to discard your edits. The document download step has been successfully added to the pathway. Acceptance Select  Acceptance  from the menu. 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. 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. Select the  training intervention , then click  SELECT . Click  SAVE  when you are finished,  SAVE ADD NEW  to add another acceptance step or click  CLOSE  to discard your edits. The acceptance step has been successfully added to the pathway. SCORM/xAPI Select  SCORM/xAPI  from the menu. 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. 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. 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. 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. The assessment step has been successfully added to the pathway. Assignment (Upload Document) Select  Assignment (Upload Document)  from the menu. 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. Select the  training intervention , then click  SELECT . Click  SAVE  when you are finished,  SAVE ADD NEW  to add another assignment upload step or click  CLOSE  to discard your edits. The assignment upload step has been successfully added to the pathway. Certification point Select  Certification Point  from the menu. 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. 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. Select the  training intervention , then click  SELECT . Click  SAVE  when you are finished,  SAVE ADD NEW  to add another certification point step or click  CLOSE  to discard your edits. To maintain  prerequisites  for this certification point, click  YES . Click  ADD  to select steps from the pathway to add as prerequisites. 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. Add a Training Intervention 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. Select the  type  of training intervention from the  Pathway Step Type drop-down menu . Select the Learning Type from the drop-down menu . Select the  Nature of Learning from the drop-down menu . Select the  Training Classification from the drop-down menu . Select the Training Category from the drop-down menu . Select the  Skills Priority from the drop-down menu . Configure the settings for the expiry of learner records . Configure the settings for the printing of  certificates . 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. Click  SAVE  when you are finished,  SAVE ADD NEW  to add another training intervention or click BACK TO LIST to discard your edits. 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 . 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 . 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 . 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. 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. Ensuring the first cell is selected, navigate to the Data tab. Click the  Text to Columns  option in the  Data Tools  section. The  Convert Text to Columns Wizard  will pop up. Click the  Delimited radio button , then click  Next . In the  Delimiters  section, ensure  ONLY  the Comma checkbox is ticked, then click  Next . Click  Finish . Your file is now ready to be populated. 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.   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 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. 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 . Click the  envelope icon  at the top of your screen to navigate to your  System Inbox , then click  Imports . 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. 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.   Add a Target Audience 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 . The  Pathways Tree View screen will open in a new tab. Navigate to the  pathway  you would like to add a target audience for. Go to the  TARGET AUDIENCE tab. 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   Create a Cycle 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.   Create Class Periods 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.   Configure Comment Categories 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.     Compile Academic Report Comments 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.   Create a Subject 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 . Click  +SUBJECT . 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. Click  +CYCLE  to add a new academic cycle to the subject. 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. Click the  plus icon  to construct a subject plan for this cycle. 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 . Click  SAVE  when you are finished,  +CYCLE  to add another academic term, or  CANCEL  to discard your changes.   View the Attendance Register 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 . The  Pathways Tree View screen will open in a new tab. Click to  edit  a pathway. At the top of the screen, click  DESIGN PATHWAY . Navigate to the  Class/Group  step of the pathway. Click  Attendance Register . The attendance register will open in a new tab. 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 .   View the Marksheet 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 . The  Pathways Tree View screen will open in a new tab. Click to  edit  a pathway. At the top of the screen, click  DESIGN PATHWAY . Navigate to the  Class/Group  step of the pathway. Click  Marksheet . The marksheet will open in a new tab. 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.