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 Event Scheduling 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 Event Scheduling 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 Event Scheduling module by clicking CHANGE ICON.

• Click SAVE to continue or CANCEL to discard your changes.

Assign the Event Scheduling 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 person whose profile 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 Event Scheduling in the table to assign the Event Scheduling administrator role to the user.
• Click SAVE to continue or CANCEL to discard your changes.

Create people groups

Manually syncing people groups

Create learning pathways

Add training interventions

Method 1: Add training interventions manually

Method 2: Add training interventions using the import

Pathway features

Learning mode