Learners
For information on learner management from the User Portal, click here.
Overview
Within the Admin Portal LMS Module, the Learners tab empowers administrators to oversee the progress and course activities of individual users registered within their domains. This tab serves as a centralized hub where admins can not only assign additional courses but also effectively manage the courses that are currently assigned, in-progress, and completed by each user. In addition, administrators can access learner insights, gaining valuable information about user engagement and performance. The tab further facilitates a comprehensive review of all courses with which the user has had meaningful interaction, providing a holistic perspective on the user's learning journey.
Assign Course
Click the Assign Course button to access the course assignment pop-up menu.
Within this menu, administrators have the capability to assign courses to the user, designate whether the course is required or optional, set a due date for completion, and even tailor a personalized private message to notify the assignee of their new course assignment. This streamlined process ensures administrators have the flexibility and customization options needed for effective course management.
The Optional or Required tag will be prominently displayed on the course thumbnail within the user's My Learning menu. This visual indicator ensures that users can easily identify whether a course is mandatory or optional as they navigate through their learning materials.
Action Menus
Administrators possess access to the course, certificates, and transcript history pertaining to the selected user. Earned certificates and generated transcripts can be both viewed and downloaded from their respective tabs.
To access additional menu options, click the 3-Dot menu adjacent to a specific course in the Learnings tab. The available menu options vary based on the status of the course.
Instructor
If the user is the instructor of the course, the following menu options will appear:
Update/Add Course Due Date - Update or insert a due date for this user's course. If the "assigned by" user field is blank, it will be automatically set to the admin user making this update. Additionally, the course will be flagged as 'Required' for the specified user and no notifications will be triggered.
Mark As Complete - Mark this course as completed on behalf of the user that is being viewed
View Learner Insights - View the progress and history of the user in the selected course/program. Optionally, admins can export the insights as an .xls file.
Remove User - Remove the user from the course. This option will permanently delete all the data about the user that is associated with this Course. Once removed the data CANNOT be recovered. This option will remove a user as instructor for the course, but it will not delete the course.
Started
If the user has started the course, but not made meaningful progress within the course, the following menu options will appear:
Update/Add Course Due Date - When updating the course due date, if the "assigned by" user is unspecified, it will be automatically set to the admin making this update, and the course status will be changed to "Required" for the selected user. No notifications will be generated. Conversely, if the course due date is removed, the course will be marked as "Optional" for the user, and no notifications will be triggered.
Reset progress - This option will reset progress associated with the most recent attempt of the course/curriculum, returning the course status to "Not Started".
View History - View the interaction history between the selected user and the course/program.
Mark as Complete - Selecting this option will automatically mark the course as completed for the chosen user. It will assign all certificates and credits, as if the user had successfully completed the course on their own.
View Chapter Insights - View the user's progress within individual chapters of the course.
View Quiz Insights - View the user's progress and responses to quiz chapters within a course. A course must have a quiz chapter in order to view these insights. Admins also have the option to export this report as an .xls file.
Make Instructor - Grant Instructor permissions for the course.
Unassign User - Unassign the user from the latest course attempt. The current progress of the latest attempt for the course will be lost and the course will be removed from the user's My Learning page.
Remove User - Choosing this option will permanently delete all user-related data associated with this course. For courses with ILT (Instructor-Led Training) sessions, administrators can opt to remove the user only from the session. Once removed, the data CANNOT be recovered.
Not Started
If the user has not started the course, but has been assigned the course, the following menu options will appear:
Update/Add Course Due Date - When updating the course due date, if the "assigned by" user is unspecified, it will be automatically set to the admin making this update, and the course status will be changed to "Required" for the selected user. No notifications will be generated. Conversely, if the course due date is removed, the course will be marked as "Optional" for the user, and no notifications will be triggered.
View History - View the interaction history between the selected user and the course/program.
Mark as Complete - Selecting this option will automatically mark the course as completed for the chosen user. It will assign all certificates and credits, as if the user had successfully completed the course on their own.
View Chapter Insights - View the user's progress within individual chapters of the course.
View Quiz Insights - View the user's progress and responses to quiz chapters within a course. A course must have a quiz chapter in order to view these insights. Admins also have the option to export this report as an .xls file.
Make Instructor - Grant Instructor permissions for the course.
Unassign User - Unassign the user from the latest course attempt. The current progress of the latest attempt for the course will be lost and the course will be removed from the user's My Learning page.
Remove User - Choosing this option will permanently delete all user-related data associated with this course. For courses with ILT (Instructor-Led Training) sessions, administrators can opt to remove the user only from the session. Once removed, the data CANNOT be recovered.
XX% Completed
If the user has made meaningful progress in the course, the following menu options will appear:
Update/Add Course Due Date - When updating the course due date, if the "assigned by" user is unspecified, it will be automatically set to the admin making this update, and the course status will be changed to "Required" for the selected user. No notifications will be generated. Conversely, if the course due date is removed, the course will be marked as "Optional" for the user, and no notifications will be triggered.
Reset progress - This option will reset progress associated with the most recent attempt of the course/curriculum, returning the course status to "Not Started".
View History - View the interaction history between the selected user and the course/program.
Mark as Complete - Selecting this option will automatically mark the course as completed for the chosen user. It will assign all certificates and credits, as if the user had successfully completed the course on their own.
View Chapter Insights - View the user's progress within individual chapters of the course.
View Quiz Insights - View the user's progress and responses to quiz chapters within a course. A course must have a quiz chapter in order to view these insights. Admins also have the option to export this report as an .xls file.
Make Instructor - Grant Instructor permissions for the course.
Unassign User - Unassign the user from the latest course attempt. The current progress of the latest attempt for the course will be lost and the course will be removed from the user's My Learning page.
Remove User - Choosing this option will permanently delete all user-related data associated with this course. For courses with ILT (Instructor-Led Training) sessions, administrators can opt to remove the user only from the session. Once removed, the data CANNOT be recovered.
Enrolled - ILT sessions only
If the user has been enrolled into an ILT session, the following menu options will appear
Update/Add Course Due Date - When updating the course due date, if the "assigned by" user is unspecified, it will be automatically set to the admin making this update, and the course status will be changed to "Required" for the selected user. No notifications will be generated. Conversely, if the course due date is removed, the course will be marked as "Optional" for the user, and no notifications will be triggered.
Change Session - This option enables administrators to change the session in which the user is enrolled. This flexibility is useful if the user needs to attend a different session due to scheduling or other reasons.
Mark as Complete - Selecting this option will automatically mark the course as completed for the chosen user. It will assign all certificates and credits, as if the user had successfully completed the course on their own.
Mark as No Show - Choosing this option will remove the user from the session, causing the course status to revert to "Not Started." Subsequently, the user will have the opportunity to enroll in another session. Optionally, a personalized private message can be sent to the user for follow-up instructions.
View History - View the list of sessions the user has attended and status of the course completion.
Make Instructor - Grant Instructor permissions for the course.
Unassign User - Unassign the user from the latest course attempt. The current progress of the latest attempt for the course will be lost and the course will be removed from the user's My Learning page.
Remove User - Choosing this option will permanently delete all user-related data associated with this course. For courses with ILT (Instructor-Led Training) sessions, administrators can opt to remove the user only from the session. Once removed, the data CANNOT be recovered.
Completed
If the user has completed the course, the following menu options will appear:
Update/Add Course Due Date - When updating the course due date, if the "assigned by" user is unspecified, it will be automatically set to the admin making this update, and the course status will be changed to "Required" for the selected user. No notifications will be generated. Conversely, if the course due date is removed, the course will be marked as "Optional" for the user, and no notifications will be triggered.
Reset progress - This option will reset the course/curriculum progress for the user, returning the course status to "Not Started".
View History - View the interaction history between the selected user and the course/program.
View Chapter Insights - View the user's progress within individual chapters of the course.
View Quiz Insights - View the user's progress and responses to quiz chapters within a course. A course must have a quiz chapter in order to view these insights. Admins also have the option to export this report as an .xls file.
Make Instructor - Grant Instructor permissions for the course.
Unassign User - Unassign the user from the latest course attempt. The current progress of the latest attempt for the course will be lost and the course will be removed from the user's My Learning page.
Remove User - Choosing this option will permanently delete all user-related data associated with this course. For courses with ILT (Instructor-Led Training) sessions, administrators can opt to remove the user only from the session. Once removed, the data CANNOT be recovered.
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