# Learning Management: eLearning Implementation Guide [![Signify Header.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/emW3hfMrZ1yIDMUv-signify-header.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png) #### Activate the Learning Management module - Click the **gear icon** to access the **Setup and Configuration** menu. ![ES Setup and configuration menu.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/QODEfvIyUnjd7MDl-es-setup-and-configuration-menu.jpg) - Click **Ruleset Setup**. ![ES Setup and configuration menu - Ruleset setup.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/pbrryyY3qSbFPZo7-es-setup-and-configuration-menu-ruleset-setup.jpg) - Select the **ruleset you would like to update. ![ES Setup and configuration menu - Ruleset setup - Select ruleset.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/q4zJLoOyieURcGGC-es-setup-and-configuration-menu-ruleset-setup-select-ruleset.jpg) - Navigate to the **Products tab. ![ES Products tab.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/0KQ81oK42R2OgzCz-es-products-tab.jpg) - Click on the **Learning Management product card, then click the **toggle button** to set the product’s status to **Active**. [![LM Products tab - LM Product Card - Activate.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/scaled-1680-/BgK1kyVp94Qa9Ghu-lm-products-tab-lm-product-card-activate.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/BgK1kyVp94Qa9Ghu-lm-products-tab-lm-product-card-activate.jpg) #### Add Learning Management to the system menu - Click the **gear icon** to access the **Setup and Configuration** menu. ![ES Setup and configuration menu.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/QODEfvIyUnjd7MDl-es-setup-and-configuration-menu.jpg) - Click **Ruleset Setup**. ![ES Setup and configuration menu - Ruleset setup.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/pbrryyY3qSbFPZo7-es-setup-and-configuration-menu-ruleset-setup.jpg) - Select the **ruleset you would like to update. ![ES Setup and configuration menu - Ruleset setup - Select ruleset.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/q4zJLoOyieURcGGC-es-setup-and-configuration-menu-ruleset-setup-select-ruleset.jpg) - Navigate to the **System Menu** tab. ![ES System menu tab.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/Fzx7vrjqJh38T4dL-es-system-menu-tab.jpg) - 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**. ![LM System menu item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/m5F1JLTg0nB4Zvst-lm-system-menu-item.jpg) - You can select an icon for the **Learning Management** module by clicking **CHANGE ICON**. ![LM System menu item - Change icon.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/E9VEgdce8sLR5FWz-lm-system-menu-item-change-icon.jpg) - Click **SAVE** to continue or **CANCEL** to discard your changes. ![LM System menu item - Save.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/Cg0iR1lbHiAL7jXr-lm-system-menu-item-save.jpg) #### Assign the Learning Management administrator permission - Hover over the **sidebar** menu, then click **People Management**. ![LM People Management Sidebar menu item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/4JoXfi6SP9rYNuMf-lm-people-management-sidebar-menu-item.jpg) - Click to navigate to the **View/Edit People** tab. ![ES People Management - View or Edit People tab.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/6ivwJg201Y1FlbD5-es-people-management-view-or-edit-people-tab.jpg) - Click the **pencil icon** to manage the profile of the person you want to edit. ![ES People Management - Profile card - Manage.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/YiBa82bKN0IIEfoA-es-people-management-profile-card-manage.jpg) - In the **left-hand menu**, navigate to **User Permissions**, then click **System Modules Admin**. - Click the **LINK ROLE** button. ![LM People Management - Profile - User permissions.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/cbOEY7RSkHhbPgaD-lm-people-management-profile-user-permissions.jpg) - 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. ![LM People Management - Profile - User permissions - LM.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/LFjksxevjPGDbYSl-lm-people-management-profile-user-permissions-lm.jpg) #### Create people groups - Click the **gear icon** to access the **Setup and Configuration** menu. ![LM OS Setup and configuration menu.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/OolVb4vG1kGknZ88-lm-os-setup-and-configuration-menu.jpg) - Click **People Groups**. ![LM OS Setup and configuration menu - People Groups.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/nOhU8eJJoD70DLZP-lm-os-setup-and-configuration-menu-people-groups.jpg) - In the **left-hand menu**, navigate to **Custom**, then click **+PEOPLE GROUP**. ![LM OS People Groups - Add.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/H5nGU4aA0WiOCFyF-lm-os-people-groups-add.jpg) - 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. ![LM OS People Groups - Add - Add new.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/kM9PWMtIzcq94hiU-lm-os-people-groups-add-add-new.jpg) - 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. ![LM OS People Groups - Add - Included people.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/a3dimEWgHQ1MeTTB-lm-os-people-groups-add-included-people.jpg) - Use the **search bar** to find a person based on their name, surname, username, or job title. - Tick the **checkbox** to select a person. ![LM OS People Groups - Add - Included people - Select.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/RoWVYABHHxajOCQF-lm-os-people-groups-add-included-people-select.jpg) - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. ![LM OS People Groups - Add - Included people - Select - Save.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/ex93gXc5DfU9pFAz-lm-os-people-groups-add-included-people-select-save.jpg) - Review the users added to your people group, then click **SAVE** when you are finished or click **CANCEL** to discard your edits. ![LM OS People Groups - Add - Included people - Save.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/K8dLYJWX3qeEIXuy-lm-os-people-groups-add-included-people-save.jpg) ##### 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. ![LM OS People Groups - Add - Included grouped conditions.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/gIxWuHqBXFGgOxsO-lm-os-people-groups-add-included-grouped-conditions.jpg) ##### 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. ![LM OS People Groups - Add - Excluded people.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/6wVeb66WSOM3Cq0J-lm-os-people-groups-add-excluded-people.jpg) ##### 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. ![LM OS People Groups - Add - Excluded grouped conditions.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/010chNXvTskr2GcJ-lm-os-people-groups-add-excluded-grouped-conditions.jpg) ##### Summary - In the **left-hand menu**, click Summary to view all the users included in your people group. ![LM OS People Groups - Add - Summary.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/mLPcNgAbjkg3HY3A-lm-os-people-groups-add-summary.jpg) **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. ![LM OS Setup and configuration menu.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/OolVb4vG1kGknZ88-lm-os-setup-and-configuration-menu.jpg) - Click **Ruleset Setup**. ![LM OS Setup and configuration menu - Ruleset setup.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/G8n6077uSByiSZlf-lm-os-setup-and-configuration-menu-ruleset-setup.jpg) - Select the **ruleset you would like to update. ![LM OS Setup and configuration menu - Ruleset setup - Select ruleset.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/rfnTwwjc6K4u3af7-lm-os-setup-and-configuration-menu-ruleset-setup-select-ruleset.jpg) - Navigate to the **Integrations** tab. ![LM OS Ruleset Setup - Integrations.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/sI3aNIzPAzERVUv8-lm-os-ruleset-setup-integrations.jpg) - 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. [![LM OS Ruleset Setup - Integrations - People Groups.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/Bb38pMRhJCqMIfcF-lm-os-ruleset-setup-integrations-people-groups.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/Bb38pMRhJCqMIfcF-lm-os-ruleset-setup-integrations-people-groups.jpg) - Once you have selected a synchronisation method, a **message** will appear stating that the import has been requested. You can monitor the synchronisation progress by navigating to your **System Inbox**. [![LM OS Ruleset Setup - Integrations - People Groups - Manual Sync - Message.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/9GiaCYLAyKB2kUWF-lm-os-ruleset-setup-integrations-people-groups-manual-sync-message.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/9GiaCYLAyKB2kUWF-lm-os-ruleset-setup-integrations-people-groups-manual-sync-message.jpg) - Click the **envelope icon** at the top of your screen to navigate to your **System Inbox**, then click **Imports**. [![LM OS Ruleset Setup - Integrations - People Groups - Manual Sync - Inbox.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/YRXXilnI31OnO0Uy-lm-os-ruleset-setup-integrations-people-groups-manual-sync-inbox.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/9GiaCYLAyKB2kUWF-lm-os-ruleset-setup-integrations-people-groups-manual-sync-message.jpg) - You can monitor the **status** of your **imports** and **system processes** here: - - **Staged** means the task has been added to the queue and will begin once the current tasks have been completed. - **Started** means the task is currently running. - **Completed with Errors** means the task has been completed, although only partially, due to detected errors. - **Completed means the task has been successfully executed. - **Failed** means the task could not be completed. [![LM OS Ruleset Setup - Integrations - People Groups - Manual Sync - Inbox - Success.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/YFukbCU93sA36XvG-lm-os-ruleset-setup-integrations-people-groups-manual-sync-inbox-success.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/9GiaCYLAyKB2kUWF-lm-os-ruleset-setup-integrations-people-groups-manual-sync-message.jpg) - For a **Completed with Errors** or **Failed** task, you can download an Excel document with a breakdown of the errors. - - Click on the **kebab icon** next to the task. - Click **Export Errors**. - Review the errors, then re-attempt the task using the steps above. [![LM OS Ruleset Setup - Integrations - People Groups - Manual Sync - Inbox - Failure.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/WpLPKm1j2TT78LkF-lm-os-ruleset-setup-integrations-people-groups-manual-sync-inbox-failure.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/9GiaCYLAyKB2kUWF-lm-os-ruleset-setup-integrations-people-groups-manual-sync-message.jpg) #### #### 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**. ![LM OS Training Interventions - Learning Portal.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/WJKJe1Zzm8kFQvvE-lm-os-training-interventions-learning-portal.jpg) - Click the **spanner icon** to access the system's **Administration** menu. ![LM OS Training Interventions - Learning Portal - System Administration.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/BXkbbFgqwvJpw3b9-lm-os-training-interventions-learning-portal-system-administration.jpg) - On the **Learning Libraries** card, click **Training Interventions**. ![LM OS Training Interventions - Learning Portal - System Admin Menu - Training Interventions.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/s9x9cGbhMmfxCMa8-lm-os-training-interventions-learning-portal-system-admin-menu-training-interventions.jpg) - 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**. ![LM OS Training Interventions - Learning Portal - System Admin Menu - Training Intervention Library - Add.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/EWbLQO4wqUpgxf8S-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-add.jpg) - 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. [![LM OS Training Interventions - Learning Portal - System Admin Menu - Training Intervention Library - Add new training intervention part 1.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/5zzaPLMNRGYJchaI-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-add-new-training-intervention-part-1.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/5zzaPLMNRGYJchaI-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-add-new-training) - Select the **type** of training intervention from the **Pathway Step Type drop-down menu**. [![LM OS Training Interventions - Learning Portal - System Admin Menu - Training Intervention Library - Add new training intervention part 2.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/41qXNepDG6t0s8gS-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-add-new-training-intervention-part-2.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/41qXNepDG6t0s8gS-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-add-new-training) - Select the **Learning Type** from the **drop-down menu**. [![LM OS Training Interventions - Learning Portal - System Admin Menu - Training Intervention Library - Add new training intervention part 3.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/2xL1s8SUIDFGEtu1-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-add-new-training-intervention-part-3.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/2xL1s8SUIDFGEtu1-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-add-new-training) - Select the **Nature of Learning** from the **drop-down menu**. [![LM OS Training Interventions - Learning Portal - System Admin Menu - Training Intervention Library - Add new training intervention part 4.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/KQEEMMFD7MGa6AwI-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-add-new-training-intervention-part-4.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/KQEEMMFD7MGa6AwI-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-add-new-training) - Select the **Training Classification** from the **drop-down menu**. [![LM OS Training Interventions - Learning Portal - System Admin Menu - Training Intervention Library - Add new training intervention part 5.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/i40MfyX6QmeNikNt-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-add-new-training-intervention-part-5.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/i40MfyX6QmeNikNt-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-add-new-training) - Select the **Training Category** from the **drop-down menu**. [![LM OS Training Interventions - Learning Portal - System Admin Menu - Training Intervention Library - Add new training intervention part 6.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/0wwAO33DfkirK7Fc-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-add-new-training-intervention-part-6.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/0wwAO33DfkirK7Fc-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-add-new-training) - Select the **Skills Priority** from the **drop-down menu**. [![LM OS Training Interventions - Learning Portal - System Admin Menu - Training Intervention Library - Add new training intervention part 7.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/XRopIaThT5AexlDH-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-add-new-training-intervention-part-7.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/XRopIaThT5AexlDH-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-add-new-training) - Configure the settings for the expiry of **learner records**. [![LM OS Training Interventions - Learning Portal - System Admin Menu - Training Intervention Library - Add new training intervention part 8.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/KwSRT5J8cyet018z-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-add-new-training-intervention-part-8.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/KwSRT5J8cyet018z-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-add-new-training) - Configure the settings for the printing of **certificates**. [![LM OS Training Interventions - Learning Portal - System Admin Menu - Training Intervention Library - Add new training intervention part 9.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/D1bj8CU1wskJeUds-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-add-new-training-intervention-part-9.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/D1bj8CU1wskJeUds-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-add-new-training) - If you employ a **gamification** strategy in your learning environment, you can display a completed course as a **badge** and assign **points** for **leaderboard** tracking. [![LM OS Training Interventions - Learning Portal - System Admin Menu - Training Intervention Library - Add new training intervention part 10.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/etrXXAbdNv6oMfDf-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-add-new-training-intervention-part-10.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/etrXXAbdNv6oMfDf-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-add-new-training) - Click **SAVE** when you are finished, **SAVE ADD NEW** to add another training intervention or click **BACK TO LIST** to discard your edits. [![LM OS Training Interventions - Learning Portal - System Admin Menu - Training Intervention Library - Add new training intervention part 11.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/FplnJg2n8BlTuzcD-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-add-new-training-intervention-part-11.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/FplnJg2n8BlTuzcD-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-add-new-training) ##### Method 2: Add training interventions using the import - Hover over the **sidebar** menu, then click **Learning Portal**. ![LM OS Training Interventions - Learning Portal.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/WJKJe1Zzm8kFQvvE-lm-os-training-interventions-learning-portal.jpg) - Click the **spanner icon** to access the system's **Administration** menu. ![LM OS Training Interventions - Learning Portal - System Administration.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/BXkbbFgqwvJpw3b9-lm-os-training-interventions-learning-portal-system-administration.jpg) - On the **Learning Libraries** card, click **Training Interventions**. ![LM OS Training Interventions - Learning Portal - System Admin Menu - Training Interventions.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/s9x9cGbhMmfxCMa8-lm-os-training-interventions-learning-portal-system-admin-menu-training-interventions.jpg) - The **Training Intervention Library** will open. This is where training interventions can be created, edited, or deleted. Click **IMPORT TRAINING INTERVENTIONS** to begin. ![LM OS Training Interventions - Learning Portal - System Admin Menu - Training Intervention Library - Import.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/2pWiX5Lx8fOQBWx4-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-import.jpg) - Click on the **Technical Information** section. - - Take note of the maximum field lengths for each category. - Copy the data in the section titled **First row should look like**. - - Use this data to construct a training intervention import file. - For more information and a step-by-step guide on how to do this, go to the next section: **[Create a custom Training Intervention file in Excel](#bkmrk-create-a-custom-trai "Create a custom Training Intervention file in Excel")**. - Once you have populated your training intervention document, click **CHOOSE FILE** to upload your import file as a .csv, .xls, or .xlsx. - Click **SAVE & PREVIEW**. [![LM OS Training Interventions - Learning Portal - System Admin Menu - Training Intervention Library - Import training intervention screen.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/jpYTZOgSHIqgQTSz-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-import-training-intervention-screen.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/jpYTZOgSHIqgQTSz-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-import-training-) - Review the preview of your data import. If the data appears correct, tick the **checkbox** to confirm it. - You are now ready to kick off the import. - - You can execute a **mock import** to ensure all the data displays correctly. This is recommended for very large import files. To do this, click **EXECUTE MOCK IMPORT**. - If the data is ready to be imported, click **EXECUTE IMPORT**. [![LM OS Training Interventions - Learning Portal - System Admin Menu - Create training intervention file - Preview.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/gef5Pk2Cvp57bzBa-lm-os-training-interventions-learning-portal-system-admin-menu-create-training-intervention-file-preview.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/jpYTZOgSHIqgQTSz-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-import-training-) - Your **Training Intervention Library** is now populated with your new training interventions. If you do not see your training interventions, please refresh your browser window. [![LM OS Training Interventions - Learning Portal - System Admin Menu - Training intervention library completre.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/cG1rQl2JtlqTyi9J-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-completre.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/cG1rQl2JtlqTyi9J-lm-os-training-interventions-learning-portal-system-admin-menu-training-intervention-library-completre.jpg) ##### Create a custom Training Intervention file in Excel - Copy the following information to your clipboard:

System\_Reference,Code,Training\_Intervention\_Name,Description,Type,Training\_Provider\_Code,Training\_Provider,Learning\_Type,Nature\_of\_Learning,Training\_Classification,NQF\_Level,NQF\_Band,Credits,Hours,Learner\_can\_print\_own\_certificate\_when\_competent,Certificate\_Display\_Name,Training\_Scheduling\_Category,Participants\_Min,Participants\_Max,Outcomes,Skills\_Priority,Prerequisite,Training\_Category,Log\_to\_Learner\_Record,Learner\_Record\_Never\_Expires,Advanced\_Warning\_Period,Expire\_All\_Learner\_Records\_Completed\_Before,Learner\_Records\_Expiry,Exclude\_From\_Reports,WSP\_ATR\_Category,PTP\_PTR\_Category,DocumentationRequired,AllowViewingTranscripts,IsPivotalTraining,IsMandatory,Mobile\_Application\_Template,Automatic\_Certification,SAQA\_Accredited,Update\_Mentor\_Manually,ImageUrl,BadgeUrl,ShowBadgeWhen,MinPoints,MaxPoints,MinScore,MaxScore,BadgeExpiryMonths,BadgeShowScoreDistributionGraph,BadgeShowLeaderboard

- Open the **Excel** application and create a new **workbook**. - Paste the information into the first cell of the new workbook. [![LM OS Training Interventions - Learning Portal - System Admin Menu - Create training intervention file - Paste.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/9CpQdujRPW1qxcus-lm-os-training-interventions-learning-portal-system-admin-menu-create-training-intervention-file-paste.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/9CpQdujRPW1qxcus-lm-os-training-interventions-learning-portal-system-admin-menu-create-training-intervention-file-paste.jpg) - Ensuring the first cell is selected, navigate to the **Data** tab. Click the **Text to Columns** option in the **Data Tools** section. [![LM OS Training Interventions - Learning Portal - System Admin Menu - Create training intervention file - Data.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/h91DcvYGHnyA1MHA-lm-os-training-interventions-learning-portal-system-admin-menu-create-training-intervention-file-data.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/h91DcvYGHnyA1MHA-lm-os-training-interventions-learning-portal-system-admin-menu-create-training-intervention-file-data.jpg) - The **Convert Text to Columns Wizard** will pop up. Click the **Delimited radio button**, then click **Next**. [![LM OS Training Interventions - Learning Portal - System Admin Menu - Create training intervention file - Wizard.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/XIVyonI4iDyS9zjT-lm-os-training-interventions-learning-portal-system-admin-menu-create-training-intervention-file-wizard.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/h91DcvYGHnyA1MHA-lm-os-training-interventions-learning-portal-system-admin-menu-create-training-intervention-file-data.jpg) - In the **Delimiters** section, ensure **ONLY** the **Comma checkbox** is ticked, then click **Next**. [![LM OS Training Interventions - Learning Portal - System Admin Menu - Create training intervention file - Comma.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/6MMe5noj0u1OBVZp-lm-os-training-interventions-learning-portal-system-admin-menu-create-training-intervention-file-comma.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/h91DcvYGHnyA1MHA-lm-os-training-interventions-learning-portal-system-admin-menu-create-training-intervention-file-data.jpg) - Click **Finish**. [![LM OS Training Interventions - Learning Portal - System Admin Menu - Create training intervention file - Finish.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/DdbkfjUtVe7CptZX-lm-os-training-interventions-learning-portal-system-admin-menu-create-training-intervention-file-finish.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/DdbkfjUtVe7CptZX-lm-os-training-interventions-learning-portal-system-admin-menu-create-training-intervention-file-finish.jpg) - Your file is now ready to be populated. [![LM OS Training Interventions - Learning Portal - System Admin Menu - Create training intervention file - Done.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/p5eXChbulqpjvuUM-lm-os-training-interventions-learning-portal-system-admin-menu-create-training-intervention-file-done.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/p5eXChbulqpjvuUM-lm-os-training-interventions-learning-portal-system-admin-menu-create-training-intervention-file-done.jpg) - Please do not enter any data into the System\_Reference or Code columns, as these will be updated automatically. - Save the **Excel workbook as a .csv, .xls, or .xlsx file, then use it to import training interventions. #### #### Create learning pathways ##### Starting with pathways - Hover over the **sidebar** menu, then click **Learning Portal**. ![LM OS People Management Sidebar menu item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/u7JWepx5gEgRanrj-lm-os-people-management-sidebar-menu-item.jpg) - Click the **spanner icon** to access the system's **Administration** menu. ![LM OS Training Interventions - Learning Portal - System Administration.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/BXkbbFgqwvJpw3b9-lm-os-training-interventions-learning-portal-system-administration.jpg) - On the **eLearning card, click **Manage eLearning Library**. [![LM OS Build Pathways - Manage eLearning Library.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/ZaXOHRKkVOdWIOFL-lm-os-build-pathways-manage-elearning-library.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/ZaXOHRKkVOdWIOFL-lm-os-build-pathways-manage-elearning-library.jpg) - The **Pathways Tree View** screen will open in a new tab. - Click **ADD MAIN CATEGORY**. [![LM OS Build Pathways - Manage eLearning Library - Start.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/5wf4qOurso6sHsqv-lm-os-build-pathways-manage-elearning-library-start.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/5wf4qOurso6sHsqv-lm-os-build-pathways-manage-elearning-library-start.jpg) - Add a **name** for the category. - Optionally, add a short description for the category. - From the **drop-down menu**, select the **published status** as **Publish to this Ruleset only**. - From the **drop-down menu**, select **Can be Published** to set the **development status**. - Choose an **image** for the category. When adding your own image, ensure the aspect ratio is 300 by 200 px and that it is in .png, .jpg, or .gif format. - If the main category should display on the **Learning Portal**, tick the **Show as shortcut on LMS portal checkbox.** - - **Please be aware that selecting a main category on the Learning Portal and checking this box for related pathways in that category may lead to duplicate entries appearing on the Learning Portal screen.** - If the main category appears on the **Learning Portal**, its pathways are accessible through the drill-down feature, so there's no need to tick this checkbox for those pathways. - It is recommended to try out this feature to determine the most effective way for you. - Click **SAVE** when you are finished or click **BACK TO LIST** to discard your edits. [![LM OS Build Pathways - Manage eLearning Library - Add main category.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/CYnHi4ocx7qknplL-lm-os-build-pathways-manage-elearning-library-add-main-category.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/CYnHi4ocx7qknplL-lm-os-build-pathways-manage-elearning-library-add-main-category.jpg) - A **new pathway** can be added to this category in two ways: - - Scroll to the top of the screen after the save is complete, then click **ADD PATHWAY**. [![LM OS Build Pathways - Manage eLearning Library - Main Category - Add pathway.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/R9rNxu83q0blaEVa-lm-os-build-pathways-manage-elearning-library-main-category-add-pathway.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/R9rNxu83q0blaEVa-lm-os-build-pathways-manage-elearning-library-main-category-add-pathway.jpg) - - - Alternatively, click **Maintain TreeView** at the top of the screen to return to the **Pathways Tree View**. [![LM OS Build Pathways - Manage eLearning Library - Add main category - Back to TreeView.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/iH1d0JLDmHaGRKNw-lm-os-build-pathways-manage-elearning-library-add-main-category-back-to-treeview.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/iH1d0JLDmHaGRKNw-lm-os-build-pathways-manage-elearning-library-add-main-category-back-to-treeview.jpg) - - - Click the **pathway icon** next to the main category's name to add a new pathway. [![LM OS Build Pathways - Manage eLearning Library - Add pathway.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/nTQvwsyb1oNiy5mM-lm-os-build-pathways-manage-elearning-library-add-pathway.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/nTQvwsyb1oNiy5mM-lm-os-build-pathways-manage-elearning-library-add-pathway.jpg) - The **pathway details** screen will open. - Choose how the pathway steps should be displayed: - - **Indicators** are used for linear learning. - **Tabs** are ideal for a virtual classroom or online school environment. - For our example, we will be using tabs. - Add the pathway **name** to the **item label** text field. - Optionally, add a short description for the pathway. - Add a **description title**. - Optionally, add a longer description for the pathway. [![LM OS Build Pathways - Manage eLearning Library - Add pathway details.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/VuatgFXgxpkECq9o-lm-os-build-pathways-manage-elearning-library-add-pathway-details.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/VuatgFXgxpkECq9o-lm-os-build-pathways-manage-elearning-library-add-pathway-details.jpg) - From the **drop-down menu**, select the **item status** as **Publish to this Ruleset only**. - From the **drop-down menu**, select **Can be Published** to set the **development status**. - Choose a **pathway image** for the pathway. When adding your own image, ensure the aspect ratio is 300 by 200 px and that it is in .png, .jpg, or .gif format. - If the main category should display on the **Learning Portal**, tick the **Show as shortcut on LMS portal checkbox**. - Optionally, tick the **Auto Start Pathway checkbox** to skip the summary page when learners start the pathway. - Click **SAVE** when you are finished or click **BACK TO LIST** to discard your edits. [![LM OS Build Pathways - Manage eLearning Library - Add pathway details (continued).jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/Nxc5SjHdqK5zircf-lm-os-build-pathways-manage-elearning-library-add-pathway-details-continued.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/Nxc5SjHdqK5zircf-lm-os-build-pathways-manage-elearning-library-add-pathway-details-continued.jpg) - Scroll to the top of the screen after the save is complete, then click **DESIGN PATHWAY**. [![LM OS Build Pathways - Manage eLearning Library - Add pathway - Design pathway.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/rshqQzjkWWmNcdE0-lm-os-build-pathways-manage-elearning-library-add-pathway-design-pathway.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/rshqQzjkWWmNcdE0-lm-os-build-pathways-manage-elearning-library-add-pathway-design-pathway.jpg) - This overview explains how to set up **learning pathways** for an online school. We will create the following steps, which are mainly used in an eLearning environment: - - Comment - Document (Download) - Acceptance - SCORM/xAPI - Assessment (Online) - Assignment (Upload) - Certification point - Class/Group - Feel free to include any additional step types not covered in this guide. ##### Comment - The pathway design screen will open. Select **Comment** from the menu. [![LM OS Build Pathways - Manage eLearning Library - Design pathway - Add step.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/wSC61UfCIZOJyfr4-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/wSC61UfCIZOJyfr4-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step.jpg) - Optionally, select an **image** or a custom **icon** for your step. - Add a **main header**, or title, for this step. - Add a **subheading** to the **Reference Description** field. - Add a **description** for this step. [![LM OS Build Pathways - Manage eLearning Library - Design pathway - Add step - Comment.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/1RMF7RfM8IURHNcj-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step-comment.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/1RMF7RfM8IURHNcj-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step-comment.jpg) - Click **SAVE** when you are finished, **SAVE ADD NEW** to add another comment step or click **CANCEL** to discard your edits. [![LM OS Build Pathways - Manage eLearning Library - Design pathway - Add step - Comment save.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/NGOCXHwTlYmxIBkI-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step-comment-save.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/NGOCXHwTlYmxIBkI-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step-comment-save.jpg) - The comment step has been successfully added to the pathway. - To add an additional step, click the **plus icon**. [![LM OS Build Pathways - Manage eLearning Library - Design pathway - Add next step.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/P9U6U7n76JtoWCXk-lm-os-build-pathways-manage-elearning-library-design-pathway-add-next-step.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/P9U6U7n76JtoWCXk-lm-os-build-pathways-manage-elearning-library-design-pathway-add-next-step.jpg) ##### Document (Download) - Select **Document (Download)** from the menu. [![LM OS Build Pathways - Manage eLearning Library - Design pathway - Document download - Add.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/GSRz7o7Y6G4GDzrR-lm-os-build-pathways-manage-elearning-library-design-pathway-document-download-add.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/wSC61UfCIZOJyfr4-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step.jpg) - Optionally, select an **image** or a custom **icon** for your step. - Add a **main header**, or title, for this step. - Add a **subheading** to the **Reference Description** field. - Choose a **file** from your computer for users to download. - Tick the **checkbox if you would like the document to appear in this step. - Add a **description** for this step. [![LM OS Build Pathways - Manage eLearning Library - Design pathway - Document download.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/ML3QmPp0xMnX4O5m-lm-os-build-pathways-manage-elearning-library-design-pathway-document-download.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/1RMF7RfM8IURHNcj-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step-comment.jpg) - Click **SAVE** when you are finished, **SAVE ADD NEW** to add another document download step or click **CLOSE** to discard your edits. [![LM OS Build Pathways - Manage eLearning Library - Design pathway - Document download - Save.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/yuGxwbTOzQRvOawW-lm-os-build-pathways-manage-elearning-library-design-pathway-document-download-save.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/NGOCXHwTlYmxIBkI-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step-comment-save.jpg) - The document download step has been successfully added to the pathway. ##### Acceptance - Select **Acceptance** from the menu. [![LM OS Build Pathways - Manage eLearning Library - Design pathway - Acceptance.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/IY66IzXpNx53v4E9-lm-os-build-pathways-manage-elearning-library-design-pathway-acceptance.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/wSC61UfCIZOJyfr4-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step.jpg) - Optionally, select an **image** or a custom **icon** for your step. - Add a **main header**, or title, for this step. - Add a **subheading** to the **Reference Description** field. - Add an **acceptance title**, which will display next to the tickbox learners are required to tick for this step. - Add a **description** for this step. [![LM OS Build Pathways - Manage eLearning Library - Design pathway - Acceptance - Details.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/gH77RlZfTpKU1BLY-lm-os-build-pathways-manage-elearning-library-design-pathway-acceptance-details.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/1RMF7RfM8IURHNcj-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step-comment.jpg) - To log this step in the **learner's record**, check the **box,** then click the **hand icon** to select a **training intervention** to associate with this step. [![LM OS Build Pathways - Manage eLearning Library - Design pathway - Acceptance - Details (continued).jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/4TxkuqaUsfugmmtL-lm-os-build-pathways-manage-elearning-library-design-pathway-acceptance-details-continued.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/4TxkuqaUsfugmmtL-lm-os-build-pathways-manage-elearning-library-design-pathway-acceptance-details-continued.jpg) - Select the **training intervention**, then click **SELECT**. [![LM OS Build Pathways - Manage eLearning Library - Design pathway - Acceptance - Details (continued) - Select.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/ssB4yv74B9rhu7S6-lm-os-build-pathways-manage-elearning-library-design-pathway-acceptance-details-continued-select.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/ssB4yv74B9rhu7S6-lm-os-build-pathways-manage-elearning-library-design-pathway-acceptance-details-continued-select.jpg) - Click **SAVE** when you are finished, **SAVE ADD NEW** to add another acceptance step or click **CLOSE** to discard your edits. [![LM OS Build Pathways - Manage eLearning Library - Design pathway - Acceptance - Save.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/qQ3e39IocUK2Zyn1-lm-os-build-pathways-manage-elearning-library-design-pathway-acceptance-save.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/NGOCXHwTlYmxIBkI-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step-comment-save.jpg) - The acceptance step has been successfully added to the pathway. ##### SCORM/xAPI - Select **SCORM/xAPI** from the menu. [![LM OS Build Pathways - Manage eLearning Library - Design pathway - SCORM xAPI - Add.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/YwhzHcFn9zIwH7vl-lm-os-build-pathways-manage-elearning-library-design-pathway-scorm-xapi-add.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/wSC61UfCIZOJyfr4-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step.jpg) - Optionally, select an **image** or a custom **icon** for your step. - Add a **name** for this step in the **Step Header** field. - Add a **description header** for this step. - Optionally, add a **description**. - Select a **SCORM file** to add to this step by clicking the **upload icon** next to the **Course** field. The SCORM wizard will open. [![LM OS Build Pathways - Manage eLearning Library - Design pathway - SCORM step - Details (continued).jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/SQeE1n9ju8aCCIk1-lm-os-build-pathways-manage-elearning-library-design-pathway-scorm-step-details-continued.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/SQeE1n9ju8aCCIk1-lm-os-build-pathways-manage-elearning-library-design-pathway-scorm-step-details-continued.jpg) - Select the **radio button** next to **SCORM** in the **Learning Content Type** section. - Add a **name** for this step. - Select a **training intervention** from the **Training Intervention Library** using the **hand icon**. - - Alternatively, tick the **checkbox** to automatically create a training intervention for this step. - If using standardised naming conventions, ensure the **name** field complies with those standards. - Choose a **SCORM file** from your computer in a .zip format. - Customise how the **SCORM** activity will be set up: - - Tick the **checkbox** if the file has an **assessment**. - Tick the **checkbox** if the learner can **redo** the SCORM activity. - Set the maximum number of **attempts**. - Choose which **score** to keep. - Tick the **checkbox** if the **transcript** should be made available to the learner. - Tick the **checkbox** if the SCORM file is **active** and ready for publication. - Click **SAVE AND UPLOAD** to continue or **CLOSE** to discard your edits. [![LM OS Build Pathways - Manage eLearning Library - Design pathway - SCORM step - Details (continued...).jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/4ACULNc84aNn0FVk-lm-os-build-pathways-manage-elearning-library-design-pathway-scorm-step-details-continued.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/1RMF7RfM8IURHNcj-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step-comment.jpg) - The SCORM step has been successfully added to the pathway. - These same steps can be used to add: - - MP4 files, - PDFs, or - YouTube videos. ##### Assessment (Online) - Select **Assessment (Online)** from the menu. [![LM OS Build Pathways - Manage eLearning Library - Design pathway - Assessment.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/D8BJ0MJHBgSri0Ky-lm-os-build-pathways-manage-elearning-library-design-pathway-assessment.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/wSC61UfCIZOJyfr4-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step.jpg) - Optionally, select an **image** or a custom **icon** for your step. - Add a **main header**, or title, for this step. - Link a pre-loaded **assessment** to this step by clicking the **hand icon**. - Add a **description** for this step. - Click **SAVE** when you are finished, **SAVE ADD NEW** to add another assessment step or click **CLOSE** to discard your edits. [![LM OS Build Pathways - Manage eLearning Library - Design pathway - Assessment - Details.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/KvlBtctN72QUk2Er-lm-os-build-pathways-manage-elearning-library-design-pathway-assessment-details.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/1RMF7RfM8IURHNcj-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step-comment.jpg) - The assessment step has been successfully added to the pathway. ##### Assignment (Upload Document) - Select **Assignment (Upload Document)** from the menu. [![LM OS Build Pathways - Manage eLearning Library - Design pathway - Upload Document.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/jbYXGlRQYp7mdsXa-lm-os-build-pathways-manage-elearning-library-design-pathway-upload-document.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/wSC61UfCIZOJyfr4-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step.jpg) - Optionally, select an **image** or a custom **icon** for your step. - Add a **main header**, or title, for this step. - Add a **heading** for this step. - Add a **description** for this step. - To log this step in the **learner's record**, check the **box,** then click the **hand icon** to select a **training intervention** to associate with this step. [![LM OS Build Pathways - Manage eLearning Library - Design pathway - Upload Document - Details.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/9M5zANneyO7srkRX-lm-os-build-pathways-manage-elearning-library-design-pathway-upload-document-details.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/4TxkuqaUsfugmmtL-lm-os-build-pathways-manage-elearning-library-design-pathway-acceptance-details-continued.jpg) - Select the **training intervention**, then click **SELECT**. [![LM OS Build Pathways - Manage eLearning Library - Design pathway - Upload Document - Details - Select TI.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/cf9EtB7LfuyuhWpN-lm-os-build-pathways-manage-elearning-library-design-pathway-upload-document-details-select-ti.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/ssB4yv74B9rhu7S6-lm-os-build-pathways-manage-elearning-library-design-pathway-acceptance-details-continued-select.jpg) - Click **SAVE** when you are finished, **SAVE ADD NEW** to add another assignment upload step or click **CLOSE** to discard your edits. [![LM OS Build Pathways - Manage eLearning Library - Design pathway - Upload Document - Details - Save.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/Rm4jE0qy6f4PPCtR-lm-os-build-pathways-manage-elearning-library-design-pathway-upload-document-details-save.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/NGOCXHwTlYmxIBkI-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step-comment-save.jpg) - The assignment upload step has been successfully added to the pathway. ##### Certification point - Select **Certification Point** from the menu. [![LM OS Build Pathways - Manage eLearning Library - Design pathway - Certification Point.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/tP388iLhLpV0Zewo-lm-os-build-pathways-manage-elearning-library-design-pathway-certification-point.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/wSC61UfCIZOJyfr4-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step.jpg) - Optionally, select an **image** or a custom **icon** for your step. - Add a **main header**, or title, for this step. - Add a certification point **name**. - Add a **description** for this step. [![LM OS Build Pathways - Manage eLearning Library - Design pathway - Certification Point - Details.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/OiPytcr2jUx694ql-lm-os-build-pathways-manage-elearning-library-design-pathway-certification-point-details.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/1RMF7RfM8IURHNcj-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step-comment.jpg) - To log this step in the **learner's record**, check the **box,** then click the **hand icon** to select a **training intervention** to associate with this step. [![LM OS Build Pathways - Manage eLearning Library - Design pathway - Certification Point - Details (continued).jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/4fwOiDOL5YTDDQHX-lm-os-build-pathways-manage-elearning-library-design-pathway-certification-point-details-continued.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/4TxkuqaUsfugmmtL-lm-os-build-pathways-manage-elearning-library-design-pathway-acceptance-details-continued.jpg) - Select the **training intervention**, then click **SELECT**. [![LM OS Build Pathways - Manage eLearning Library - Design pathway - Certification Point - Select TI.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/otrUpIVyEYOBFEQY-lm-os-build-pathways-manage-elearning-library-design-pathway-certification-point-select-ti.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/ssB4yv74B9rhu7S6-lm-os-build-pathways-manage-elearning-library-design-pathway-acceptance-details-continued-select.jpg) - Click **SAVE** when you are finished, **SAVE ADD NEW** to add another certification point step or click **CLOSE** to discard your edits. [![LM OS Build Pathways - Manage eLearning Library - Design pathway - Certification Point - Save.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/i0RbN3bF2qG2VhUg-lm-os-build-pathways-manage-elearning-library-design-pathway-certification-point-save.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/NGOCXHwTlYmxIBkI-lm-os-build-pathways-manage-elearning-library-design-pathway-add-step-comment-save.jpg) - To maintain **prerequisites** for this certification point, click **YES**. [![LM OS Build Pathways - Manage eLearning Library - Design pathway - Certification Point - Prerequisites.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/MSNZjdaTTiLzkjYZ-lm-os-build-pathways-manage-elearning-library-design-pathway-certification-point-prerequisites.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/MSNZjdaTTiLzkjYZ-lm-os-build-pathways-manage-elearning-library-design-pathway-certification-point-prerequisites.jpg) - Click **ADD** to select steps from the pathway to add as prerequisites. [![LM OS Build Pathways - Manage eLearning Library - Design pathway - Certification Point - Prerequisites - Add.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/Dr3irOlfwyN1vH2Z-lm-os-build-pathways-manage-elearning-library-design-pathway-certification-point-prerequisites-add.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/Dr3irOlfwyN1vH2Z-lm-os-build-pathways-manage-elearning-library-design-pathway-certification-point-prerequisites-add.jpg) - From the **drop-down menu**, select a **pathway item**. - Select the **status** required to achieve this prerequisite. - Click **SAVE** when you are finished, **SAVE ADD NEW** to add another prerequisite, or click **CLOSE** to discard your edits. - The certification point step has been successfully added to the pathway. [![LM OS Build Pathways - Manage eLearning Library - Design pathway - Completed.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/qnMkg6IDM5DcpC5G-lm-os-build-pathways-manage-elearning-library-design-pathway-completed.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/qnMkg6IDM5DcpC5G-lm-os-build-pathways-manage-elearning-library-design-pathway-completed.jpg) #### #### Pathway features ##### Edit mode - When editing a pathway, click **Edit Mode**. [![LM OS Build Pathways - Edit mode.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/8URl2HVv5E0p8o8m-lm-os-build-pathways-edit-mode.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/8URl2HVv5E0p8o8m-lm-os-build-pathways-edit-mode.jpg) - Click the **dustbin icon** to **delete** the current pathway step. [![LM OS Build Pathways - Manage eLearning Library - Design pathway - Delete step.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/M8wn1H7ZfnsuS1NG-lm-os-build-pathways-manage-elearning-library-design-pathway-delete-step.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/M8wn1H7ZfnsuS1NG-lm-os-build-pathways-manage-elearning-library-design-pathway-delete-step.jpg) - Click the **star icon** to add **prerequisites** to this pathway step. [![LM OS Build Pathways - Manage eLearning Library - Design pathway - Add prerequisites to step.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/0YdpmyLrDVX0D4xs-lm-os-build-pathways-manage-elearning-library-design-pathway-add-prerequisites-to-step.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/0YdpmyLrDVX0D4xs-lm-os-build-pathways-manage-elearning-library-design-pathway-add-prerequisites-to-step.jpg) - Click the **plus icon** to **add** another pathway step after the current one. [![LM OS Build Pathways - Manage eLearning Library - Design pathway - Add next step.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/P9U6U7n76JtoWCXk-lm-os-build-pathways-manage-elearning-library-design-pathway-add-next-step.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/P9U6U7n76JtoWCXk-lm-os-build-pathways-manage-elearning-library-design-pathway-add-next-step.jpg) - Click the **pencil icon** to **edit** the current pathway step. [![LM OS Build Pathways - Manage eLearning Library - Design pathway - Edit step.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/scaled-1680-/MLYl3CRNIW9jKDbm-lm-os-build-pathways-manage-elearning-library-design-pathway-edit-step.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/MLYl3CRNIW9jKDbm-lm-os-build-pathways-manage-elearning-library-design-pathway-edit-step.jpg) ##### Learning mode - To preview the pathway as a learner, click **Learning Mode**. [![LM OS Build Pathways - Learning mode.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/OIm7mxVRv889YYCw-lm-os-build-pathways-learning-mode.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-06/8URl2HVv5E0p8o8m-lm-os-build-pathways-edit-mode.jpg) [![Signify Footer.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/ZOt8yZwhbiGx2d6U-signify-footer.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png)