Learning Management
Streamline online learning with a robust platform for managing courses, tracking progress, and ensuring employees develop the skills needed to excel in their roles.

Chapter 1: Introduction to Learning Management
Continuous learning is essential for both individual growth and organisational success. The Learning Management module provides a structured platform for managing training programmes, tracking employee development, and ensuring compliance with required learning initiatives. By centralising learning activities, this module enhances accessibility, automates administrative tasks, and supports skill development across the company.
With features such as course enrolment, progress tracking, and certification management, the Learning Management module empowers employees to take charge of their professional development while providing managers and administrators with the tools to monitor and optimise learning outcomes. Whether used for onboarding, upskilling, or compliance training, this module ensures that learning is efficient, engaging, and aligned with business objectives.
This chapter introduces the purpose, key benefits, and functionality of the Learning Management module. It sets the stage for a deeper exploration of how different users interact with the system, how it is configured, and best practices for maximising its effectiveness.

Overview of Learning Management
Effectively managing learning and development is essential to building a knowledgeable, compliant, and high-performing workforce. The Learning Management module is designed to streamline training administration by providing tools to efficiently create, organise, distribute, and monitor learning content and activities.
The Learning Management module supports a wide range of learning approaches, including:
self-paced eLearning,
instructor-led training,
blended learning,
assessments,
certifications, and
academic learning environments.
It enables organisations to structure training content into interactive learning pathways, assign learning to specific target audiences, and track learner progress through every stage of the learning journey.
The module provides administrators, facilitators, and educators with centralised tools to manage the following:
Learning content libraries
SCORM and xAPI content
Assessments
Training interventions
Learner records
Attendance registers
Marksheets
Academic reporting
Learners can access training material, complete assessments, download supporting documents, participate in workshops, and monitor their own development through the Learning Portal.
The Learning Management module integrates smoothly with other system components such as People Management, Job Management, Performance Management, and Event Scheduling. This integration forms a connected learning ecosystem that facilitates compliance, workforce development, academic oversight, and organisational growth.
This chapter provides a detailed overview of the Learning Management module, highlighting its key features, benefits, and role within the broader HR and development environment. By understanding the module’s core functionality, users can confidently manage learning processes, improve training outcomes, and create engaging, structured learning experiences for employees, students, and other learners.

Purpose of the Module
The Learning Management module provides a fully integrated framework for managing organisational learning, training delivery, learner engagement, and academic development. It combines:
Centralised learning content and pathway management,
Structured training administration and learner tracking,
SCORM and interactive eLearning support,
Assessment, assignment, and certification management,
Target audience and learning group management,
Training intervention and learner record integration,
Academic and workforce development functionality, and
Reporting, compliance, and progress monitoring tools.
This enables organisations, educators, and administrators to manage learning activities in a structured, scalable, and efficient manner while providing learners with trackable learning experiences.
The Learning Management module supports a wide range of training and educational requirements, including:
Corporate training,
Onboarding,
Compliance learning,
Skills development,
Blended learning,
Online schooling, and
Certification programmes.
We will discuss the key features of the Learning Management module in the next part of this book.

Key Features of the Module
The Learning Management module includes several powerful features that support structured learning delivery, learner engagement, training administration, and academic management. We will explore these features in more detail below.
The Learning Portal
The Learning Portal serves as the central access point for all learning activities within the organisation. Learners can search for and access pathways, eLearning programmes, assessments, training history, development plans, reports, and other learning resources from a single, user-friendly environment.
The portal provides a streamlined and engaging learning experience while giving administrators access to advanced configuration and management functionality.
Structured learning pathways
The pathway functionality allows organisations to build interactive learning journeys using structured learning steps and configurable workflows. Administrators can create customised pathways that guide learners through content in a logical sequence.
Pathways can include:
SCORM and xAPI content,
Documents and learning guides,
Online assessments,
Practical assessments,
Assignments,
Workshops and event bookings,
Videos and multimedia,
Acceptance and compliance acknowledgements,
User input and feedback steps, and
Certification points.
SCORM and interactive eLearning support
The Learning Management module supports SCORM and xAPI learning content, enabling organisations to upload and deliver interactive eLearning directly within the system.
Administrators can:
Upload SCORM packages,
Configure attempt limits,
Track learner progress and scores,
Log training records automatically,
Link content to pathways, and
Monitor learner registrations and completion activity.
Assessments and learner evaluations
The module includes integrated assessment functionality that supports knowledge validation, learner evaluations, and academic grading processes.
Administrators and educators can:
Create and manage assessments,
Configure answer groups,
Import assessments from Excel,
Track assessment attempts,
Automate scoring processes,
Configure moderated marks, and
Generate learner and assessment reports.
Target audiences and people group management
Learning content can be assigned to specific audiences using target audiences and people groups. This ensures that only relevant learners can access specific pathways, programmes, or academic subjects.
Target audiences can be based on:
Employees,
Organisational units,
Departments,
Classes,
Grades,
People groups, or
Other organisational criteria.
Training intervention and learner record integration
The module integrates directly with training interventions and learner records to create a complete audit trail of learning activities and achievements.
Learning activities can automatically:
Create learner records,
Log certifications,
Track attendance,
Record assessment outcomes,
Capture learner acknowledgements, and
Maintain historical training information.
Online school and academic environment
The Online School environment extends the Learning Management module into a fully functional academic management solution.
Features include:
Subject and curriculum management,
Academic cycles and grading structures,
Attendance registers,
Marksheets,
Report cards,
Academic comments,
Class notes,
Teacher and facilitator management, and
Student performance tracking.
Flexible learning administration
Administrators have access to powerful tools that simplify learning management processes across the organisation.
These include:
Learning content libraries,
Pathway duplication,
Pathway versioning and editing,
Prerequisite management,
Learner progress monitoring,
User pathway maintenance,
Rollback functionality,
Bulk imports,
Reporting tools, and
Centralised configuration settings.
Learning engagement and learner experience
The module is designed to create an engaging and intuitive learning experience for learners.
Learners can:
Access content from a central portal,
Track their own progress,
Download learning material,
Complete assessments,
Attend workshops,
Take class notes,
View certifications and training history, and
Follow structured learning journeys at their own pace.
Governance, reporting, and compliance support
The Learning Management module includes governance and reporting capabilities that help organisations maintain oversight and accountability across all learning activities.
This includes:
Audit tracking,
Learner progress monitoring,
Assessment reporting,
Attendance tracking,
Academic reporting,
Certification tracking,
Training history management, and
Configurable administrative controls.

Chapter 2: Roles and Permissions
Effective use of the Learning Management module requires clear role definitions to ensure smooth operation and accountability. Each user type within the system has distinct responsibilities, from assigning and managing courses to completing required training.
Administrators oversee system configuration, create learning paths, and manage compliance-related training requirements. Learners, on the other hand, are responsible for enrolling in courses, tracking their learning progress, and completing assigned training within deadlines.
This chapter defines the key roles within the Learning Management module, outlining their responsibilities and how they interact with the system. A clear understanding of these roles ensures seamless learning management and maximises the module’s effectiveness.

Administrator Roles
A learning administrator’s role within the Learning Management module is strategic, operational, and governance-driven, focused on managing learning content, learner engagement, training records, and the overall learning environment.
Manage learning pathways and content
Create, structure, and maintain learning pathways, categories, and eLearning content.
This includes:
Building learning pathways,
Adding and editing pathway steps,
Managing pathway structures and categories,
Uploading documents, videos, and learning resources, and
Publishing learning content to the Learning Portal.
Manage SCORM and interactive learning content
Upload, configure, maintain, and monitor SCORM and xAPI learning content within the Learning Content Library.
This may include:
Uploading SCORM packages,
Configuring learner attempt limits,
Linking SCORM content to pathways,
Managing active and inactive learning content,
Tracking learner registrations and completion activity, and
Maintaining interactive eLearning resources.
Configure assessments and training activities
Manage assessments, assignments, workshops, certifications, and training interventions to support structured learning and competency development.
This includes:
Creating and importing assessments,
Managing assessment settings and answer groups,
Configuring certification points,
Linking workshops and training events to pathways,
Creating training interventions, and
Managing learner evaluation processes.
Monitor learner progress and engagement
Track learner participation, pathway progress, assessment outcomes, attendance, and completion activity across the learning environment.
Learning administrators can:
Review learner progress reports,
Monitor pathway completion,
Track assessment attempts and results,
View attendance registers,
Manage learner records, and
Identify learners requiring support or intervention.
Manage target audiences and learning access
Control which learners have access to specific pathways, programmes, courses, or academic subjects through target audiences and people groups.
This includes:
Creating and maintaining people groups,
Assigning pathways to target audiences,
Managing class or group allocations,
Controlling visibility of learning content, and
Supporting secure and role-based learning access.
Support compliance and learner record management
Ensure that learner records, certifications, acknowledgements, and training history remain accurate, traceable, and aligned with organisational or academic requirements.
This may include:
Logging learner activities,
Managing training interventions,
Maintaining certification records,
Supporting audit and compliance processes,
Managing pathway rollback functionality, and
Ensuring accurate learner reporting.
Configure academic and online school environments
Within academic or online school environments, learning administrators support the setup and maintenance of educational structures and reporting systems.
This includes:
Configuring subjects, grades, cycles, and years,
Managing marksheets and academic reports,
Supporting attendance management,
Managing facilitators and educators,
Configuring report card comments, and
Supporting student performance tracking.
Maintain learning standards and governance
Ensure that learning content and training processes follow organisational standards, governance requirements, and best practices.
This includes:
Standardising naming conventions,
Maintaining consistent pathway design,
Managing prerequisite logic,
Supporting content quality assurance,
Monitoring pathway publication status, and
Ensuring training content remains current and relevant.
Support learners and facilitators
Provide guidance and operational support to learners, facilitators, managers, educators, and other stakeholders using the Learning Management module.
This may include:
Assisting with pathway access,
Troubleshooting learner issues,
Supporting content updates,
Managing permissions,
Providing administrative guidance, and
Assisting with reporting and learning analytics.

Learner Roles
A learner’s role within the Learning Management module is interactive, self-directed, and development-focused, centred around participating in learning activities, completing training requirements, and tracking personal progress.
Access learning content and pathways
Learners use the Learning Portal to access training material, eLearning pathways, academic subjects, and development programmes assigned to them.
They can:
Search for learning content,
Access published pathways,
Open eLearning programmes,
Navigate structured learning journeys, and
Participate in assigned training activities.
Complete learning activities
Learners engage with the various pathway steps and activities configured by administrators.
Depending on the pathway setup, learners may:
Complete SCORM or interactive eLearning modules,
Download and study documents,
Watch videos,
Attend workshops or training events,
Submit assignments,
Complete online or practical assessments,
Provide responses or feedback,
Accept terms and conditions, and
Achieve certification points or milestones.
Track personal learning progress
The Learning Management module allows learners to monitor their own progress and training activity throughout their learning journey.
Learners can:
View pathway progress,
Monitor completed and outstanding activities,
Access learner records,
Review assessment outcomes,
View certifications and training history, and
Track personal development achievements.
Participate in assessments and evaluations
Learners complete assessments, quizzes, assignments, and evaluations to demonstrate understanding and competency.
This may include:
Online assessments,
Practical evaluations,
Assignment submissions,
Workshop participation,
Academic activities, and
Certification requirements.
Engage in self-directed learning
The module supports flexible, self-paced learning, enabling learners to complete training in line with organisational requirements and personal schedules.
Learners can:
Access content remotely,
Return to incomplete pathways,
Redo permitted activities,
Study supporting material at their own pace, and
Continue learning across multiple devices and sessions.
Participate in academic and online school environments
Within the Online School environment, learners can participate in structured academic activities and engage in classroom activities.
This includes:
Accessing subject pathways,
Completing academic assessments,
Viewing marks and progress,
Tracking attendance,
Accessing report cards,
Taking private class notes, and
Participating in virtual classroom activities.
Maintain learner accountability and compliance
Learners play an important role in ensuring that mandatory learning activities, compliance training, acknowledgements, and certifications are completed accurately and on time.
This includes:
Completing required training,
Acknowledging policies and procedures,
Meeting assessment requirements,
Participating in scheduled learning activities, and
Maintaining up-to-date learner records through participation.
Engage with facilitators and learning processes
Depending on the learning environment, learners may interact with facilitators, educators, managers, or administrators throughout the learning process.
This may include:
Receiving feedback,
Participating in facilitated training,
Submitting coursework or assignments,
Attending workshops or classes, and
Communicating through pathway activities or learning interactions.

How Learning Management Works
Learning Management is a connected ecosystem that supports creating, delivering, managing, and tracking learning activities across an organisation or academic setting.
Administrators establish and oversee the learning framework by designing pathways, setting up learning materials, handling assessments, assigning target groups, and keeping learner records up to date. 
The module uses pathways as the foundation of the learning experience. A pathway is a structured sequence of learning steps designed to guide learners toward a specific outcome, such as completing onboarding, achieving a certification, attending training, completing compliance requirements, or participating in academic learning activities.
Administrators organise these pathways into structured categories and control how learners access them by target audience or academic class. This ensures that learning content is delivered to the correct individuals while maintaining governance and visibility across the learning environment.
Learners then interact with the learning environment by accessing pathways, completing training activities, participating in assessments, and progressing through structured learning journeys.
Learners access these pathways through the Learning Portal, where they can complete activities, monitor progress, review their training history, and learn at their own pace. As learners complete pathway activities, the system automatically tracks progress, logs learner records, records certifications, and updates assessment outcomes where applicable.
The relationship between the Learning Administrator and the learner is collaborative and interdependent.
Learning Administrators are responsible for:
Designing and maintaining the learning environment,
Managing learning content and pathways,
Configuring assessments and training activities,
Monitoring learner participation and progress,
Managing learner access and permissions,
Supporting compliance and reporting requirements, and
Ensuring learning content remains accurate, engaging, and relevant.
Learners are responsible for:
Participating in assigned learning activities,
Completing required pathway steps,
Engaging with learning material and assessments,
Monitoring their own progress and development,
Meeting compliance or academic requirements, and
Contributing to successful learning outcomes through active participation.
To learn more about implementing the Learning Management module, proceed to the next chapter.

Chapter 3: Setup and Configuration of Learning Management
Before users can take full advantage of the Learning Management module, it must be properly configured to align with company learning strategies and operational requirements. This involves setting up course libraries, defining user permissions, and integrating learning pathways that support professional development.
System administrators are responsible for ensuring the module is structured correctly, including the creation of course categories, defining learning paths, and setting up automated notifications. Additionally, customisation options allow companies to tailor training content, establish reporting structures, and configure compliance tracking to meet industry standards.
Beyond traditional corporate learning, the Learning Management module includes an online school functionality, enabling system administrators to create a fully digital academic environment. This feature allows organisations to structure the online school environment in a way that mimics formal education, with academic cycles, online classes, marksheets, and progress tracking.
This chapter provides a step-by-step guide to setting up the Learning Management module, covering essential configurations that ensure a smooth learning experience for all users. A well-implemented setup lays the foundation for a robust and scalable learning environment.

Prerequisites for this Module
Before implementing the Learning Management module, the People Management module must be configured. Follow the guides in the People Management book to ensure you have:
Created an organisational structure,
Imported users,
Configured user roles and permissions, and
Completed users' reporting lines.
 

Learning Management: eLearning Implementation Guide
Activate the Learning Management module
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 the toggle button to set the product’s status to Active.
Add Learning Management to the system menu
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 System Menu tab.
Click the Learning Portal menu item in the system menu preview.
Click the toggle button to set the system menu item’s status to Active.
You can select an icon for the Learning Management module by clicking CHANGE ICON.
Click SAVE to continue or CANCEL to discard your changes.
Assign the Learning Management administrator permission
Hover over the sidebar menu, then click People Management.
Click to navigate to the View/Edit People tab.
Click the pencil icon to manage the profile of the person you want to edit.
In the left-hand menu, navigate to User Permissions, then click System Modules Admin.
Click the LINK ROLE button.
Tick the checkbox next to Learning Management in the table to assign the Learning Management administrator role to the user.
Click SAVE to continue or CANCEL to discard your changes.
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 training interventions
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.
 
Create learning pathways
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.
 
Pathway features
Edit mode
When editing a pathway, click Edit Mode.
Click the dustbin icon to delete the current pathway step.
Click the star icon to add prerequisites to this pathway step.
Click the plus icon to add another pathway step after the current one.
Click the pencil icon to edit the current pathway step.
Learning mode
To preview the pathway as a learner, click Learning Mode.

Learning Management: Online School Implementation Guide
Activate the Learning Management module
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 the toggle button to set the product’s status to Active.
Add Learning Management to the system menu
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 System Menu tab.
Click the Learning Portal menu item in the system menu preview.
Click the toggle button to set the system menu item’s status to Active.
You can select an icon for the Learning Management module by clicking CHANGE ICON.
Click SAVE to continue or CANCEL to discard your changes.
Assign the Learning Management administrator permission
Hover over the sidebar menu, then click People Management.
Click to navigate to the View/Edit People tab.
Click the pencil icon to manage the profile of the person you want to edit.
In the left-hand menu, navigate to User Permissions, then click System Modules Admin.
Click the LINK ROLE button.
Tick the checkbox next to Learning Management in the table to assign the Learning Management administrator role to the user.
Click SAVE to continue or CANCEL to discard your changes.
Enable the Import from Excel functionality
When using the Assessment Builder tool to create online assessments, the Import from Excel feature must be enabled.
Hover over the sidebar menu, then click People Management.
Click to navigate to the View/Edit People tab.
Click the pencil icon to manage the profile of the person you want to edit.
In the left-hand menu, navigate to User Permissions, then click Additional Roles.
Click the ADD button.
Click the hand icon to select a role.
Use the search bar to search for the Learning Administrator role.
Select the Learning Administrator role, then confirm your choice by clicking the SELECT button.
Click the SAVE button.
Click CHECK ALL to assign all Learning Administrator permissions to the user.
Ensure the checkbox next to Import From Excel is ticked.
Click SAVE to continue or BACK TO LIST to discard your changes.
Allow access to the Training Intervention Library
When building pathways, the Learning Administrator needs access to the Training Intervention Library.
Hover over the sidebar menu, then click People Management.
Click to navigate to the View/Edit People tab.
Click the pencil icon to manage the profile of the person you want to edit.
In the left-hand menu, navigate to User Permissions, then click Additional Roles.
Click the ADD button.
Click the hand icon to select a role.
Scroll down to the Event Administrator role and click the radio button to select it.
Click the SELECT button.
Click the SAVE button.
Scroll down to the Master Data section, and ensure the checkbox next to the Training Intervention permission is ticked.
Click SAVE to continue or BACK TO LIST to discard your changes.
Update the Master Data Library
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.
Configure cycles
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.
Configure grades
Click on the Grades category to continue.
To add a new master data item, click on +ITEM.
Click the toggle button to set the grade's status to Active.
Enter a short description for the grade.
Enter a name for the grade.
Enter an alias for the grade in the primary language.
Enter an alias for the grade 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.
Configure years
Click on the Years category to continue.
To add a new master data item, click on +ITEM.
Click the toggle button to set the year's status to Active.
Enter an end date for the year.
Enter a name for the year.
Enter a start date for the year.
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 class periods
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 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.
Configure academic report comments
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 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 training interventions
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.
Importing assessments
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.
Create learning pathways
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.
Class/Group
This step can be added only after the class or group has been linked to the pathway. Click here for a guide to implementing this before you start.
Select Class/Group from the menu.
Optionally, select an image or a custom icon for your step.
Add a step header, or title, for this step.
Add a subheading to the description header field.
Add a description for this step.
Click SAVE when you are finished or click CLOSE to discard your edits.
The class/group step has been successfully added to the pathway.
Add a class
Navigate to the pathway you would like to link a class or group to.
Go to the CLASSES/GROUPS tab, then click ADD.
Use the hand icon to select a custom people group that was set up in previous steps.
Select a facilitator or teacher using the hand icon.
Tick the checkbox if the facilitator/teacher can edit the pathway.
Click SAVE when you are finished or click CANCEL to discard your edits.
Click CONFIRM to ensure the target audience for this pathway is refreshed.
Create 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.
Pathway features
Edit mode
When editing a pathway, click Edit Mode.
Click the dustbin icon to delete the current pathway step.
Click the star icon to add prerequisites to this pathway step.
Click the plus icon to add another pathway step after the current one.
Click the pencil icon to edit the current pathway step.
Learning mode
To preview the pathway as a learner, click Learning Mode.
Attendance register
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.
Attendance history
Navigate to the Class/Group step of the pathway.
Click Attendance History. The attendance history will open in a new tab.
Select the date range to filter the attendance history.
Click the pencil icon to edit attendance for a particular day.
Click CLOSE TAB when you are finished.
Marksheet
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.

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.
 

Chapter 5: FAQs
As with any system, users of the Learning Management module may encounter common challenges or require clarification on certain features. This chapter compiles frequently asked questions from learners and administrators to provide quick and practical solutions.
Topics covered include troubleshooting enrolment issues, understanding course completion requirements, managing user access, and interpreting learning analytics. Addressing these questions upfront ensures that users can navigate the module with confidence and resolve issues efficiently.
By providing clear answers to frequently asked questions, this chapter serves as a helpful resource for users at all levels, enhancing their overall experience with the Learning Management module.

FAQs for Administrators
What is the purpose of the Learning Management module?
##### **What is the purpose of the Learning Management module?** The **Learning Management** module provides a centralised platform for managing organisational learning, training delivery, learner engagement, and academic development. It enables administrators to create structured learning journeys, assign learning content, track learner progress, and maintain training records for compliance and reporting purposes.
How do I activate the Learning Management module?
##### **How do I activate the Learning Management module?** Navigate to **Setup and Configuration**, then open **Ruleset Setup** and select the relevant ruleset. Open the **Products** tab, locate the **Learning Management** product card, and set its status to **Active**.
Why can users not see the Learning Portal?
##### **Why can users not see the Learning Portal?** There are several possible reasons why users cannot see the Learning Portal. - The Learning Management product may not be active. - The **Learning Portal** system menu item may be disabled. - The user may not have the required permissions. Check each of these configuration settings before troubleshooting further.
What permissions does a Learning Administrator need?
##### **What permissions does a Learning Administrator need?** A Learning Administrator requires permissions to manage learning content, pathways, assessments, learner records, and reporting. Typical permissions include access to: - Learning Management administration - Import from Excel - Training Intervention Library - People group management - Reporting tools
What is a learning pathway?
##### **What is a learning pathway?** A learning pathway is a structured sequence of learning activities designed to guide learners through content in a logical order. Pathways may include eLearning modules, documents, videos, assignments, assessments, workshops, acknowledgements, and certification milestones.
What types of content can be added to a pathway?
##### **What types of content can be added to a pathway?** Pathways can include a wide variety of learning activities, such as: - SCORM or xAPI content - Documents and guides - Videos - Online assessments - Practical assessments - Assignments - Workshops - Feedback steps - Certification points
What is SCORM content?
##### **What is SCORM content?** **SCORM** is a standard format used for interactive eLearning content. SCORM packages allow the system to track learner progress, completion status, scores, time spent, and assessment attempts automatically.
Why can I not import assessments from Excel?
##### **Why can I not import assessments from Excel?** The most common reason is that the **Import from Excel** permission has not been enabled for your user profile. This permission must be assigned under **Additional Roles** within **People Management**.
What are training interventions?
##### **What are training interventions?** Training interventions are records used to track learning activities and learner progress. Each course, assessment, workshop, or learning activity can be linked to a training intervention to create an auditable learner record.
Why do I need access to the Training Intervention Library?
##### **Why do I need access to the Training Intervention Library?** Access to the **Training Intervention Library** allows administrators to create, manage, and link training interventions to pathways. This is essential for learner tracking, compliance reporting, and maintaining accurate training records.
What are people groups?
##### **What are people groups?** People groups are custom groups of users used to manage learning access and assignments. Examples include departments, grades, classes, teams, or organisational units.
Why should I use people groups?
##### **Why should I use people groups?** People groups make bulk assignment easier and reduce administrative effort. Instead of assigning a pathway to learners individually, administrators can assign it to an entire group at once.
What are target audiences?
##### **What are target audiences?** Target audiences determine which learners can access specific pathways, programmes, or academic content. Target audiences can be based on employees, departments, grades, classes, organisational nodes, or people groups.
Why can learners not access assigned content?
##### **Why can learners not access assigned content?** There are several possible reasons: - The pathway may not be published - The learner may not belong to the correct target audience - The people group may not have synchronised yet - The learner’s permissions may be restricted
How long do people groups take to synchronise?
##### **How long do people groups take to synchronise?** People groups may take between **10 minutes and 12 hours** to synchronise. The duration depends on the number of users and the volume of changes waiting to be processed.
Can I manually synchronise people groups?
##### **Can I manually synchronise people groups?** Yes. Administrators can manually synchronise people groups through **Ruleset Setup** under the **Integrations** tab. You can synchronise either all data or only recent changes.
What is the difference between Request All Data and Request Recent Changes?
##### **What is the difference between Request All Data and Request Recent Changes?** **Request All Data** synchronises all people group data from scratch. This is resource-intensive and may affect system performance. **Request Recent Changes** synchronises only recent updates, making it faster and more efficient for everyday use.
Where can I monitor synchronisation progress?
##### **Where can I monitor synchronisation progress?** Synchronisation progress can be monitored in the **System Inbox** under **Imports**. Statuses include: - **Staged** - **Started** - **Completed** - **Completed with Errors** - **Failed**
What should I do if a synchronisation fails?
##### **What should I do if a synchronisation fails?** If a synchronisation fails, open the failed import in the **System Inbox** and export the error report. Review the Excel error breakdown, correct the issues, and retry the synchronisation.
What master data should be configured for Online School?
##### **What master data should be configured for Online School?** Administrators typically need to configure: - Cycles - Grades - Years - Class periods - Comment categories - Academic report comments These structures support academic reporting and learner management.
What are cycles?
##### **What are cycles?** Cycles represent reporting or academic periods. Examples include **Term 1**, **Semester 1**, or **Quarter 3**. They help organise academic reporting and performance tracking.
What are class periods?
##### **What are class periods?** Class periods define scheduled teaching blocks within the timetable. For example, **Period 1** may run from **08:00 to 08:45**, while **Period 2** runs from **08:50 to 09:35**.
How do academic report comments work?
##### **How do academic report comments work?** Academic report comments are reusable comments stored in master data for report generation. Each comment includes a category, comment type, and multilingual text. An ellipsis (**...**) can be used as a placeholder for the learner’s name.
What reports are available in the module?
##### **What reports are available in the module?** The module provides access to various reports for monitoring learner progress and compliance. These include: - Learner progress reports - Assessment reports - Attendance registers - Certification reports - Compliance reports - Academic performance reports
What is rollback functionality?
##### **What is rollback functionality?** Rollback functionality allows administrators to move a learner back to a previous step in a pathway. This is useful when learners need to repeat training, retake assessments, or complete missed requirements.
What is the primary responsibility of a Learning Administrator?
##### **What is the primary responsibility of a Learning Administrator?** A Learning Administrator is responsible for managing the overall learning environment. This includes creating content, configuring pathways, managing learner access, monitoring progress, maintaining records, and ensuring learning processes remain compliant and effective.

FAQs for Learners
What is the Learning Portal?
##### **What is the Learning Portal?** The **Learning Portal** is your main learning dashboard within the system. It is where you access all learning content, academic subjects, training programmes, and assigned activities. Using the portal, you can browse learning content, open assigned pathways, complete assessments, view certifications, and track your progress.
How do I access my learning content?
##### **How do I access my learning content?** Log in to the system and open the **Learning Portal** from the system menu. From there, you can search for content, open available pathways, access assigned courses, view academic subjects, and resume incomplete learning activities.
What is a learning pathway?
##### **What is a learning pathway?** A learning pathway is a structured learning journey made up of different activities arranged in a specific sequence. A pathway may include eLearning modules, documents, videos, assignments, assessments, workshops, practical evaluations, and certification steps.
Why can I not see a pathway I was assigned?
##### **Why can I not see a pathway I was assigned?** There are several possible reasons: - You were not added to the correct target audience - The pathway has not been published - Your people group has not synchronised yet - Your access permissions may be restricted If the issue continues, contact your Learning Administrator.
Can I search for courses myself?
##### **Can I search for courses myself?** Yes. The Learning Portal allows you to search for learning programmes, courses, pathways, academic content, and training resources. Some content may only be visible if it has been specifically assigned to you.
What types of learning activities can I complete?
##### **What types of learning activities can I complete?** Depending on your programme, you may complete activities such as: - SCORM eLearning modules - Reading documents - Watching videos - Online assessments - Practical assessments - Assignments - Workshops or live sessions - Policy acknowledgements - Feedback forms
What is SCORM content?
##### **What is SCORM content?** SCORM content is interactive digital learning material. It often includes slides, animations, audio, video, interactive quizzes, and simulations. Unlike static documents, SCORM content tracks your progress automatically.
Does the system save my progress automatically?
##### **Does the system save my progress automatically?** Yes, in most cases. The system typically saves your last accessed step, completion progress, assessment attempts, scores, and certifications earned.
Can I continue a course later?
##### **Can I continue a course later?** Yes. The system supports self-paced learning, allowing you to pause and continue later from where you left off. This makes learning flexible around your schedule.
Can I access learning on different devices?
##### **Can I access learning on different devices?** Yes. Depending on your organisation’s setup, you may access the system using: - Desktop computers - Laptops - Tablets - Mobile devices Your progress remains linked to your learner profile.
What happens when I complete an activity?
##### **What happens when I complete an activity?** Once completed, the system may automatically: - Mark the activity as complete - Unlock the next step - Update pathway progress - Record assessment results - Award certification points Some activities may require educator or administrator approval.
How do assessments work?
##### **How do assessments work?** Assessments are used to test your knowledge or skills. They may include multiple choice questions, true/false questions, matching questions, written responses, or practical evaluations.
How many times can I attempt an assessment?
##### **How many times can I attempt an assessment?** That depends on administrator settings. Some assessments allow unlimited attempts, while others may allow only one or a limited number of attempts.
Can I redo a failed assessment?
##### **Can I redo a failed assessment?** Possibly. Whether you can retry depends on the assessment rules, pathway settings, and administrator permissions. If retries are not allowed, contact your educator or administrator.
How do I know if I passed an assessment?
##### **How do I know if I passed an assessment?** After submission, you may see: - Your score - Pass/fail result - Correct answers (if enabled) - Feedback comments Some results are immediate, while manually graded assessments may take longer.
Can I submit assignments through the system?
##### **Can I submit assignments through the system?** Yes. If assignments are enabled, you may be required to upload documents, submit written responses, attach project files, or complete coursework. Always ensure you submit before the deadline.
What happens if I miss a deadline?
##### **What happens if I miss a deadline?** Missing a deadline may result in: - Locked submissions - Incomplete pathway progress - Failed activity status - Delayed certification Some administrators may reopen activities for late submissions.
Can I download study materials?
##### **Can I download study materials?** Yes. Many pathways include downloadable resources such as PDFs, guides, worksheets, notes, and reference documents to support your learning.
Can I attend live workshops or classes?
##### **Can I attend live workshops or classes?** Yes, if your pathway includes scheduled events. These may include workshops, virtual classes, facilitated training, or academic lessons. Attendance may be tracked as part of your learner record.
Can I interact with teachers or facilitators?
##### **Can I interact with teachers or facilitators?** Yes. Depending on the learning environment, you may receive feedback, ask questions, submit coursework, participate in classes, and engage in learning activities with facilitators.
How do I track my progress?
##### **How do I track my progress?** The Learning Portal allows you to monitor: - Completed activities - Outstanding activities - Pathway progress - Assessment results - Attendance - Certifications earned This helps you stay on track with your learning journey.
What does “Not Completed” mean?
##### **What does “Not Completed” mean?** “Not Completed” usually means one of the following: - You have not started the activity - You started but did not finish - Required steps are incomplete - An assessment was not passed - Submission is awaiting review Open the activity to check what is still outstanding.
What are certifications?
##### **What are certifications?** Certifications are records showing that you successfully completed specific training or learning requirements. They may represent course completion, compliance training, skills certification, or academic achievement.
Where can I see my certificates?
##### **Where can I see my certificates?** You can usually view certificates and training history in the **Learning Portal**. This section shows completed courses, certifications earned, and completion dates.
Can I view my training history?
##### **Can I view my training history?** Yes. Your training history includes completed learning activities, assessment results, workshops attended, certifications, and historical progress records.
What if my progress is not updating?
##### **What if my progress is not updating?** Possible causes include: - Activity was not fully completed - Internet connection interruption - SCORM content was not closed properly - System synchronisation delay - Temporary system issue Try refreshing the page or logging in again. If the issue continues, contact support.
Why is an activity locked?
##### **Why is an activity locked?** Activities may be locked because: - A prerequisite step is incomplete - The pathway is sequential - You failed a required assessment - Access dates have not started yet Complete earlier steps first to unlock later activities.
Can I take private class notes?
##### **Can I take private class notes?** Yes, in the **Online School** environment. You may keep private notes for lessons, revision, study reminders, and personal observations to help with academic organisation.
Can I view my marks and report cards?
##### **Can I view my marks and report cards?** Yes, if you are part of the **Online School** environment. You may be able to view marksheets, assessment marks, academic progress, report cards, and teacher comments.
Can I view my attendance?
##### **Can I view my attendance?** Yes. If attendance tracking is enabled, you can view attendance records for classes, workshops, training events, and academic sessions.
What if I need help?
##### **What if I need help?** If you experience issues such as missing content, locked pathways, assessment problems, incorrect progress, or login issues, contact one of the following: - Learning Administrator - Educator - Facilitator - System support team They can help resolve both technical and learning-related issues.
What is my role as a learner?
##### **What is my role as a learner?** Your role is to actively participate in your learning journey. This includes completing assigned activities, meeting deadlines, participating in assessments, engaging with facilitators, and tracking your own progress. The system is designed to support self-directed learning, but your success depends on active participation.

Chapter 6: Glossary
For users who need additional information, this chapter serves as a centralised resource hub. By consolidating all essential reference materials in one place, this chapter ensures users have easy access to the information they need, thereby supporting efficient learning management and system use.

Glossary
Attendance record
An attendance record is used to track whether a learner attended a scheduled learning session, class, workshop, or training event. Learning administrators use attendance records to monitor participation, update attendance statuses, and maintain historical records for reporting and compliance purposes.
Assessment
An assessment is an activity used to evaluate a learner’s knowledge, understanding, or competency. Assessments may include multiple-choice questions, written responses, practical evaluations, quizzes, or assignments.
Certification
A certification is an achievement awarded to a learner after successfully completing specific learning requirements. Certifications may represent course completion, compliance training, skills development, or academic achievements.
Class period
A class period is a scheduled teaching block within an academic timetable. Each period has a defined start and end time and helps structure attendance tracking, timetable management, and academic scheduling.
Comment category
A comment category is a grouping used to organise academic report comments. Examples may include behaviour, academic performance, participation, or effort.
Cycle
A cycle refers to an academic or reporting period, such as a term, semester, or quarter. Cycles help structure learner reporting, marksheets, and academic progress tracking.
Facilitator
A facilitator is the person responsible for guiding learners through a learning activity, workshop, or course. Facilitators may teach lessons, lead discussions, assess learners, and provide feedback.
Grade
A grade is a level within an academic structure that groups learners by year of study or academic progression, such as Grade 8 or Grade 10.
Learning content
Learning content refers to all materials used within the Learning Management module, including videos, documents, SCORM packages, presentations, assessments, and assignments.
Learning pathway
A learning pathway is a structured sequence of learning activities designed to guide learners through content in a logical order. Pathways may include eLearning modules, documents, assessments, workshops, and certification steps.
Learning Portal
The Learning Portal is the central access point for all learning activities. It allows users to search for courses, complete pathways, view certifications, track progress, and participate in academic activities.
Marksheet
A marksheet is a record of learner marks or assessment scores within the academic environment. It helps educators and administrators track learner performance over time.
Master data
Master data is the core reference information used throughout the module. Examples include grades, cycles, years, class periods, categories, and report comments. Master data ensures consistency and standardisation.
People group
A people group is a defined collection of users used to manage access to learning and assignments. Groups may be created based on departments, classes, grades, organisational nodes, or custom conditions.
Prerequisite
A prerequisite is a requirement that must be completed before a learner can access another activity or pathway step. Prerequisites help enforce a structured learning progression.
Progress tracking
Progress tracking is the monitoring of a learner’s advancement through assigned learning activities. It includes completed steps, outstanding activities, assessment results, and certifications.
Report card
A report card is a formal academic report showing learner performance, marks, attendance, and educator comments over a reporting cycle.
Rollback
Rollback is a feature that allows administrators to move a learner back to a previous step in a pathway. This is useful when a learner needs to repeat training or retake an assessment.
SCORM
SCORM (Sharable Content Object Reference Model) is a standard format for interactive eLearning content. SCORM packages allow the system to automatically track learner progress, scores, attempts, and completion status.
Session
A session is a scheduled occurrence of a learning activity, class, or workshop with a specific date and time. Courses may include multiple sessions.
Target audience
A target audience defines which learners can access specific pathways, programmes, courses, or academic content. Target audiences may be based on departments, grades, classes, or people groups.
Training intervention
A training intervention is the learning item or course linked to a pathway or event. It allows the system to generate learner records and track formal learning history.
xAPI
xAPI (Experience API) is a learning technology standard used to track a wide range of learning experiences, including online, offline, mobile, and practical learning activities.
Year
A year is an academic period defined by a start date and an end date. Academic years help organise reporting structures, learner progression, and timetable planning.