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 .