Platform administrators

1 - Platform Menu Map

• Platform menu map

2 - Getting started

• Getting started with your new platform
• How to create different dashboards on your platform
• Setting and measuring learning goals
• Using the staging platform

3 - Configuring your platform

• How to manage your company structure
• How to manage job types
• Assigning courses to learners

4 - Configuring your courses

• How to group courses into learning profiles
• How to manage course types effectively
• Assigning attributes to courses
• How can I see what courses are on my platform
• Setting the order of courses on the learning roadmap
• What to do with your licensed courses

See all 8 articles

5 - Platform tuning

• How to manage your learner badges
• What are location attributes and why do we have them?
• Understanding the report access editor

6 - Managing your learners

• How to import learner details
• How to check the learner import error logs
• What does my learner import error mean?
• How to transfer data from a temporary username to a permanent one
• Integrating with Fourth Hospitality - what you need to know

7 - Organising your learners

• Setting learner's course progress as complete
• How to make your team do a course again
• How can I automate course refreshes
• How to create a flexible profile
• Why your changes to a learner’s details aren’t saving

8 - Tuning your reporting

• How to apply a reporting exclusion reason
• Managing excluding people from reports

9 - If you need it

• Setting up an Engagement Survey
• Automating learner imports
• Exporting an ECB course for use within UpskillCloud
• Shutting down a learning platform