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Learning Management: Online School Implementation Guide

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Activate the Learning Management module

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

LM OS Setup and configuration menu.jpg

  • Click Ruleset Setup.

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

  • Navigate to the Products tab.

LM OS Products tab.jpg

  • Click on the Learning Management product card, then click the toggle button to set the product’s status to Active.

LM OS 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.

LM OS Setup and configuration menu.jpg

  • Click Ruleset Setup.

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

  • Navigate to the System Menu tab.

LM OS 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 OS System menu item.jpg

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

LM OS System menu item - Change icon.jpg

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

LM OS System menu item - Save.jpg

Assign the Learning Management administrator permission

  • Hover over the sidebar menu, then click People Management.

LM OS People Management Sidebar menu item.jpg

  • Click to navigate to the View/Edit People tab.

LM OS People Management - View or Edit People tab.jpg

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

LM OS 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 OS 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 OS People Management - Profile - User permissions - LM.jpg

Enable the Import from Excel functionality

When using the Assessment Builder tool to create online assessments, the Import from Excel feature must be enabled.

  • Hover over the sidebar menu, then click People Management.

LM OS People Management Sidebar menu item.jpg

  • Click to navigate to the View/Edit People tab.

LM OS People Management - View or Edit People tab.jpg

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

LM OS People Management - Profile card - Manage.jpg

  • In the left-hand menu, navigate to User Permissions, then click Additional Roles.
  • Click the ADD button.

LM OS People Management - Profile - Additional Roles - Add.jpg

  • Click the hand icon to select a role.

LM OS People Management - Profile - Additional Roles - Select Role.jpg

  • Use the search bar to search for the Learning Administrator role.

LM OS People Management - Profile - Additional Roles - Search Learning Admin Role.jpg

  • Select the Learning Administrator role, then confirm your choice by clicking the SELECT button.

LM OS People Management - Profile - Additional Roles - Select Learning Admin Role.jpg

  • Click the SAVE button.

LM OS People Management - Profile - Additional Roles - Save Learning Admin Role.jpg

  • Click CHECK ALL to assign all Learning Administrator permissions to the user.

LM OS People Management - Profile - Additional Roles - Check All.jpg

  • Ensure the checkbox next to Import From Excel is ticked.

LM OS People Management - Profile - Additional Roles - Check Import from Excel is ticked.jpg

  • Click SAVE to continue or BACK TO LIST to discard your changes.

LM OS People Management - Profile - Additional Roles - Save.jpg

Allow access to the Training Intervention Library

When building pathways, the Learning Administrator needs access to the Training Intervention Library.

  • Hover over the sidebar menu, then click People Management.

LM OS People Management Sidebar menu item.jpg

  • Click to navigate to the View/Edit People tab.

LM OS People Management - View or Edit People tab.jpg

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

LM OS People Management - Profile card - Manage.jpg

  • In the left-hand menu, navigate to User Permissions, then click Additional Roles.
  • Click the ADD button.

LM OS People Management - Profile - Additional Roles - Add.jpg

  • Click the hand icon to select a role.

LM OS People Management - Profile - Additional Roles - Select Role.jpg

  • Scroll down to the Event Administrator role and click the radio button to select it.
  • Click the SELECT button.

LM OS People Management - Profile - Additional Roles - Select and Save Event Admin Role.jpg

  • Click the SAVE button.

LM OS People Management - Profile - Additional Roles - Save Event Admin Role.jpg

  • Scroll down to the Master Data section, and ensure the checkbox next to the Training Intervention permission is ticked.
  • Click SAVE to continue or BACK TO LIST to discard your changes.

LM OS People Management - Profile - Additional Roles - Check Training Interventions is ticked.jpg

    Update the Master Data Library

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

    LM OS Setup and configuration menu.jpg

    • Click Master Data.

    LM OS Setup and configuration menu - Master Data.jpg

    • The Master Data Library lists the categories for which administrators can create master data. Use the search bar at the top of the screen to filter the search results by Learning Management.

    LM OS Master Data Library - Overview.jpg

    Configure cycles
    • Click on the Cycles category to continue.

    LM OS Master Data Library - Cycles.jpg

    • To add a new master data item, click on +ITEM.

    LM OS Master Data Library - Add item.jpg

    • Click the toggle button to set the cycle's status to Active.
    • Enter a name for the cycle.
    • Enter an alias for the cycle in the primary language.
    • Enter an alias for the cycle in the secondary language.
    • Click SAVE when you are finished, SAVE ADD NEW to add another master data item or click CANCEL to discard your edits.

    LM OS Master Data Library - Cycles - Add.jpg

    • Click the back arrow to navigate back to the Master Data Library once you are finished.

    LM OS Master Data Library - Cycles - Back.jpg

    Configure grades
    • Click on the Grades category to continue.

    LM OS Master Data Library - Grades.jpg

    • To add a new master data item, click on +ITEM.

    LM OS Master Data Library - Add item.jpg

    • Click the toggle button to set the grade's status to Active.
    • Enter a short description for the grade.
    • Enter a name for the grade.
    • Enter an alias for the grade in the primary language.
    • Enter an alias for the grade in the secondary language.
    • Click SAVE when you are finished, SAVE ADD NEW to add another master data item or click CANCEL to discard your edits.

    LM OS Master Data Library - Grades - Add.jpg

    • Click the back arrow to navigate back to the Master Data Library once you are finished.

    LM OS Master Data Library - Grades - Back.jpg

    Configure years
    • Click on the Years category to continue.

    LM OS Master Data Library - Years.jpg

    • To add a new master data item, click on +ITEM.

    LM OS Master Data Library - Add item.jpg

    • Click the toggle button to set the year's status to Active.
    • Enter an end date for the year.
    • Enter a name for the year.
    • Enter a start date for the year.
    • Click SAVE when you are finished, SAVE ADD NEW to add another master data item or click CANCEL to discard your edits.

    LM OS Master Data Library - Years - Add.jpg

    • Click the back arrow to navigate back to the Master Data Library once you are finished.

    LM OS Master Data Library - Years - Back.jpg

    Configure class periods
    • Click on the ClassPeriods category to continue.

    LM OS Master Data Library - Class Periods.jpg

    • To add a new master data item, click on +ITEM.

    LM OS Master Data Library - Add item.jpg

    • Click the toggle button to set the class period's status to Active.
    • Enter an end time for the period.
    • Add a name for the period.
    • Enter a start time for the period.
    • Click SAVE when you are finished, SAVE ADD NEW to add another master data item or click CANCEL to discard your edits.

    LM OS Master Data Library - Class Periods - Add.jpg

    • Click the back arrow to navigate back to the Master Data Library once you are finished.

    LM OS Master Data Library - Class Periods - Back.jpg

    Configure comment categories
    • Click on the Comment Categories category to continue.

    LM OS Master Data Library - Comment Categories.jpg

    • To add a new master data item, click on +ITEM.

    LM OS Master Data Library - Add item.jpg

    • Click the toggle button to set the comment category's status to Active.
    • Enter a name for the comment category.
    • Click SAVE when you are finished, SAVE ADD NEW to add another master data item or click CANCEL to discard your edits.

    LM OS Master Data Library - Comment Categories - Add.jpg

    • Click the back arrow to navigate back to the Master Data Library once you are finished.

    LM OS Master Data Library - Comment Categories - Back.jpg

    Configure academic report comments
    • Click on the Comments category to continue.

    LM OS Master Data Library - Comments.jpg

    • To add a new master data item, click on +ITEM.

    LM OS Master Data Library - Add item.jpg

    • From the drop-down menu, select the comment category.
    • From the drop-down menu, select the comment type.
    • Enter a comment in the primary language.
    • Enter a comment in the secondary language.
    • Click SAVE when you are finished, SAVE ADD NEW to add another master data item or click CANCEL to discard your edits.

    LM OS Master Data Library - Comments - Add.jpg

    • Please note: Using an ellipsis (...) serves as a placeholder for the learner's name.
    • Click the back arrow to navigate back to the Master Data Library once you are finished.

    LM OS Master Data Library - Comments - Back.jpg

    Create people groups

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

    LM OS Setup and configuration menu.jpg

    • Click People Groups.

    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

    • 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

    • 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

    • 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

    • Click SAVE when you are finished or click CANCEL to discard your edits.

    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

    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

    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

    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

    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

    • 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

    • Click Ruleset Setup.

    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

    • Navigate to the Integrations tab.

    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

    • 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

    • 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

    • 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

    • 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

    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

    • Click the spanner icon to access the system's Administration menu.

    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

    • 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

    • 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.
    • 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

    • 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

    • 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

    • 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

    • 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

    • 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

    • 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

    • 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

    • 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

    • 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

    • 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

    Method 2: Add training interventions using the import
    • Hover over the sidebar menu, then click Learning Portal.

    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

    • On the Learning Libraries card, click Training Interventions.

    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

    • 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.
    • 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

    • 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

    • 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

    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

    • 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

    • 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

    • 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

    • Click Finish.

    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

    • 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.

    Importing assessments

    For this example, we will import assessments into the system. For more information on building assessments using the Assessment Builder module, please refer to the Assessment Builder guide.

    • Hover over the sidebar menu, then click Learning Portal.

    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

    • On the Assessments/Surveys card, click Assessment/Survey List.

    LM OS Assessments - Assessment Survey List.jpg

    • The assessment management screen will open in a new tab.
    • Click on eAssess Assessments, then click the ADD ASSESSMENT CATEGORY button. 

    LM OS Assessments - Assessment Survey List - Add Asessment Category.jpg

    • Add a name for the assessment category.
    • Click SAVE when you are finished, SAVE ADD NEW to add another assessment category, or click CANCEL to discard your edits.

    LM OS Assessments - Assessment Survey List - Add Asessment Category - Add.jpg

    • The new category has been added to the assessment management list.

    LM OS Assessments - Assessment Survey List - Add Asessment Category - Complete.jpg

    • Close the tab and return to the Learning Portal tab.
    • On the Assessments/Surveys card, click Question List.

    LM OS Assessments - Question List.jpg

    • The question management screen will open in a new tab.
    • Click on eAssess Questions, then click the ADD CATEGORY button. 

    LM OS Assessments - Question List - Add Questions Category.jpg

    • Add a name for the question category.
    • Click SAVE when you are finished, SAVE ADD NEW to add another question category, or click CANCEL to discard your edits.

    LM OS Assessments - Question List - Add Questions Category - Add.jpg

    • The new category has been added to the question management list.

    LM OS Assessments - Question List - Add Question Category - Complete.jpg

    • Close the tab and return to the Learning Portal tab.
    • On the Assessments/Surveys card, click Import from Excel.

    LM OS Assessments - Import from Excel.jpg

    • The Excel import screen will open in a new tab.
    • Click on BROWSE

    LM OS Import from Excel - Browse.jpg

    • Click DOWNLOAD TEMPLATE to populate, or click DOWNLOAD EXAMPLE to view an assessment example file.

    LM OS Import from Excel - Browse - Download template file.jpg

    • Populate the file with the questions for your assessment. Please keep the following in mind:
        • Ensure the Activity name in column B is exactly the same as the AssessmentName in column Y.
        • For single-selection questions, ensure that only one correct answer is assigned a score. 
        • For multiple-selection questions, ensure the question score in column AJ equals the sum of all correct answers.
        • For the match column A with B questions, ensure each answer is assigned a score, and that column AS is populated with a statement.
        • If options should be randomised, ensure the answer order for each option is 0 in column AY.
        • When providing standard feedback (in column AV), ensure that each option has feedback. Adding feedback to one option will not apply it to the others.
        • Should your import fail, download the error export file, and check the feedback provided in the Status column (column AZ). Follow the instructions to correct the assessment, then re-upload the file.
    • Click CHOOSE FILE to upload your assessment, then click VALIDATE SELECTED FILE.

    LM OS Import from Excel - Browse - Upload file.jpg

    • If the validation is successful, click OK to proceed.

    LM OS Import from Excel - Browse - Upload file - Validation successful.jpg

    • Click the assessment category and the question category to which the assessment should be added.
    • Click IMPORT INTO THE SELECTED CATEGORIES.

    LM OS Import from Excel - Select categories and import assessment.jpg

    • On the warning message, click OK to proceed.

    LM OS Import from Excel - Select categories and import assessment v- Confirm.jpg

    • If the import is successful, click OK to proceed.

    LM OS Import from Excel - Select categories and import assessment - Success.jpg

    • The new assessment has been added to the system.

    LM OS Import from Excel - Select categories and import assessment - Complete.jpg

    Create learning pathways

    Starting with pathways
    • Hover over the sidebar menu, then click Learning Portal.

    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

    • On the eLearning card, click Manage eLearning Library.

    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

    • 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

    • 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

        • 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

        • 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

    • 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

    • 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

    • 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

    • 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

    • 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

    • 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

    • 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

    Document (Download)
    • Select Document (Download) from the menu.

    LM OS Build Pathways - Manage eLearning Library - Design pathway - Document download - Add.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

    • 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

    • 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

    • 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

    • 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

    • Select the training intervention, then click SELECT.

    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

    • 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

    • 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

    • 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

    • 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

    • 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

    • 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

    • 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

    • Select the training intervention, then click SELECT.

    LM OS Build Pathways - Manage eLearning Library - Design pathway - Upload Document - Details - Select TI.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

    • 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

    • 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

    • 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

    • Select the training intervention, then click SELECT.

    LM OS Build Pathways - Manage eLearning Library - Design pathway - Certification Point - Select TI.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

    • To maintain prerequisites for this certification point, click YES.

    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

    • 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

    Class/Group

    This step can be added only after the class or group has been linked to the pathway. Click here for a guide to implementing this before you start.

    • Select Class/Group from the menu.

    LM OS Build Pathways - Manage eLearning Library - Design pathway - Class or Group.jpg

    • Optionally, select an image or a custom icon for your step.
    • Add a step header, or title, for this step.
    • Add a subheading to the description header field.
    • Add a description for this step.
    • Click SAVE when you are finished or click CLOSE to discard your edits.

    LM OS Build Pathways - Manage eLearning Library - Design pathway - Class or Group - Add.jpg

    • The class/group step has been successfully added to the pathway.

    LM OS Build Pathways - Manage eLearning Library - Design pathway - Class or Group - Success.jpg

    Add a class

    • Navigate to the pathway you would like to link a class or group to.
    • Go to the CLASSES/GROUPS tab, then click ADD.

    LM OS Add Class - Classes tab.jpg

    • Use the hand icon to select a custom people group that was set up in previous steps.
    • Select a facilitator or teacher using the hand icon.
    • Tick the checkbox if the facilitator/teacher can edit the pathway.
    • Click SAVE when you are finished or click CANCEL to discard your edits.

    LM OS Add Class - Class details.jpg

    • Click CONFIRM to ensure the target audience for this pathway is refreshed.

    LM OS Add Class - Class details - Warning.jpg

    Create subject

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

    LM OS Setup and configuration menu.jpg

    • Click Ruleset Setup.

    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

    • Navigate to the Products tab.

    LM OS Products tab.jpg

    • Click on the Learning Management product card, then click Product Setup.

    LM OS Products tab - LM Product Card - Product Setup.jpg

    • Click +SUBJECT.

    LM OS Add Subject - Add new.jpg

    • Add a name for this subject.
    • Select the academic year from the drop-down menu.
    • Select the grade from the drop-down menu.
    • Provide a primary and secondary language alias for the subject.
    • Select a pass mark for the subject.
    • Use the colour picker to choose a colour for this subject, which will appear on the timetable.
    • Link the subject to a pathway's class/group.
    • Click SAVE when you are finished or click CANCEL to discard your edits.

    LM OS Add Subject - Add new - Subject details.jpg

    • Click +CYCLE to add a new academic cycle to the subject.

    LM OS Add Subject - Add new - Add cycle.jpg

    • Add a name for this cycle.
    • Select the start and end dates for the cycle.
    • Provide a weight.
    • Use the drop-down menu to select a training intervention (it must be a certification point) to link to this term.
    • Click SAVE when you are finished or click CANCEL to discard your edits.

    LM OS Add Subject - Add new - Add cycle - Details.jpg

    • Click the plus icon to construct a subject plan for this cycle.

    LM OS Add Subject - Add new - Add cycle - Build term plan.jpg

    • Add a mark for the academic activity.
    • The type will be automatically populated based on your training intervention.
    • Select a training intervention from the drop-down menu.
    • Choose whether the academic activity will be auto-marked or marked manually by a teacher or facilitator.
    • Choose whether administrators can override the student's mark.
    • Choose whether the academic activity will show on the final marksheet.
    • Provide a weight for the academic activity within this cycle.
    • Provide a mark used to grade this activity.
    • If you would like to remove an academic activity, click the dustbin icon.

    LM OS Add Subject - Add new - Add cycle - Build term plan - Add interventions.jpg

    • Click SAVE when you are finished, +CYCLE to add another academic term, or CANCEL to discard your changes.

    LM OS Add Subject - Add new - Add cycle - Build term plan - Save.jpg

    Pathway features

    Edit mode
    • When editing a pathway, click Edit Mode.

    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

    • 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

    • 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

    • Click the pencil icon to edit the current pathway step.

    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

    Attendance register
    • Navigate to the Class/Group step of the pathway.

    LM OS Build Pathways - Manage eLearning Library - Design pathway - Class or Group step.jpg

    • Click Attendance Register. The attendance register will open in a new tab.

    LM OS Build Pathways - Manage eLearning Library - Design pathway - Class or Group - Attendance Register.jpg

    • Select the date the class took place.
    • Select the lesson during which the class took place.
    • Mark students as:
        • Attended
        • Absent With Excuse
        • Absent
    • Send out an absence notification by clicking the envelope icon.
    • Click SAVE when you are finished, then click CLOSE TAB.

    LM OS Attendance Register.jpg

    Attendance history
    • Navigate to the Class/Group step of the pathway.

    LM OS Build Pathways - Manage eLearning Library - Design pathway - Class or Group step.jpg

    • Click Attendance History. The attendance history will open in a new tab.

    LM OS Build Pathways - Manage eLearning Library - Design pathway - Class or Group - Attendance History.jpg

    • Select the date range to filter the attendance history.
    • Click the pencil icon to edit attendance for a particular day.
    • Click CLOSE TAB when you are finished.

    LM OS Attendance History.jpg

    Marksheet
    • Navigate to the Class/Group step of the pathway.

    LM OS Build Pathways - Manage eLearning Library - Design pathway - Class or Group step.jpg

    • Click Marksheet. The marksheet will open in a new tab.

    LM OS Build Pathways - Manage eLearning Library - Design pathway - Class or Group - Marksheet.jpg

    • Educators can update the learner's marks using the Excel-like functionality. Take note of the legend to aid in interpreting the marksheet.
    • Toggle to publish the learner's marks for an academic activity and prevent further uploads.
    • Enter the student's mark in the columns.
    • Double-click to add a comment in either the primary or secondary language.
    • Click SAVE when you are finished.

    LM OS Marksheet.jpg

     

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