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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.

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

  • 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 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

  • You can select an icon for the Learning Management module by clicking CHANGE ICON.

LM System menu item - Change icon.jpg

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

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

  • 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 profile of the person 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.

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

 

Update the Master Data Library

Assessors / Moderators
Facilitators
Programmes
Qualifications
Training Providers
Units
Qualification Types
SETA Formats
SETA Periods
SETAs
Legislative First Category
Legislative Second Category
Event Training Category
Training Classification
Nature of Learning
Learning Type
Training Category
Training Sub Category
Cost Description
Report to Structure
Training Role
NQF Level
NQF Band
Priority Skills

Create people groups

Manually syncing people groups

Add training interventions

Method 1: Add training interventions manually
Method 2: Add training interventions using the import

Create learning pathways

Pathway features

Learning mode

Manage content libraries

Document Repository
Learning Content Administration (SCORM / xAPI)

Gamification and Rewards

Badges
Leaderboards - Campaigns
Leaderboards - General
Point Levels

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