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Learning Management: eLearning Implementation Guide

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Activate the Learning Management module

    Click the gear icon to access the Setup and Configuration menu.

    ES Setup and configuration menu.jpg

      Click Ruleset Setup.

      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

          Navigate to the Products tab.

          ES Products tab.jpg

            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.

              ES Setup and configuration menu.jpg

                Click Ruleset Setup.

                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

                    Navigate to the System Menu tab.

                    ES System menu tab.jpg

                      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.

                      ES ES System menu item.jpg

                        You can select an icon for the Event Scheduling module by clicking CHANGE ICON.

                        ES ES System menu item - Change icon.jpg

                          Click SAVE to continue or CANCEL to discard your changes.

                          ES ES System menu item - Save.jpg

                          Assign the Event Scheduling administrator permission

                            Hover over the sidebar menu, then click People Management.

                            ES People Management sidebar menu item.jpg

                              Click to navigate to the View/Edit People tab.

                              ES People Management - View or Edit People tab.jpg

                                Click the pencil icon to manage the person whose profile you want to edit.

                                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.

                                  ES People Management - Profile - User permissions.jpg

                                    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.

                                    ES People Management - Profile - User permissions - ES.jpg

                                    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

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