General settings

Enable or disable the following settings:

NameDescription
Show Course EffectivenessIf enabled, Learners can see current Course Effectiveness on the Course tile. This feature is only for available for courses. Star rating is not supported for Learning Programs or Certificates. It is available for courses and learning program but not certifications.
Course ModerationIf enabled, all changes to Courses must need Admin approval before the courses visible to the learners.
Discussion BoardIf you enable the Discussion Board check box, then the learners and instructors can post comments for courses using the Discussion tab from the Courses page in the Learners App. However, if course level settings indicate that this feature is not selected, then the course level settings take precedence over administrator settings.
Multiple AttemptsIf enabled, Author can configure multiple attempts for course modules.
Explore Skills OptionIf enabled, Learners can explore Peer and Leadership Skills, and subscribe to the Skills of their choice.
Skills/Tags VisibilityDisplay all Skills and tags to Learners. You can either show all skills and tags or show skills and tags that are assigned, or those that are part of the Catalogs visible to the Learner.
Unique Learning Object IdsIf enabled, an Admin or an Author can add a unique id for each Learning Object.
Show Filter Panels

Control which filter panels are available to users in the Learner application for refining their search results. The options are as follows:

  • Catalogs
  • Type
  • Format
  • Duration
  • Skills
  • Skill Levels
  • Tags

When the learner launches the learner app, in the My Learning and Catalog sections, the learner can see the filters in their respective panels.

Note: The filters Format and Duration are switched off by default and do not appear to the learners immediately after the release. The Administrator should enable them.

Show Catalog ListingIf enabled, Learners can see a list of all Catalogs available to them. Learners can use this to refine how the Learning Objects are displayed.
Product TerminologyLearning Manager has a standard terminology that is used across the product. Modify the terminology to match your organization's needs.
Module Version UpdateConfigure the default setting to update content. The settings can be modified for each content from the course page.
Auto-register UsersIf enabled, newly imported Users are auto-registered. By default, users must be registered manually before they can start using Learning Manager.
Auto-delete Internal UsersIf enabled, Internal users get deleted automatically if they do not access the system for specified number of days. This feature is applicable to users who only have the role Learner. To restore the access, users must contact the Administrator.
Show Catalog LabelsIf enabled, Administrators and Authors can set Catalog Labels and values and link them to Learning Objects. Selecting this option also allows authors to add Courses, Learning Paths, Certifications, or Job Aids to the catalogs.
Learners can view their scoresIf enabled, the learners can view their scores in the learner transcript.
Digest Email

An Administrator can enable or disable sending an email to learners. The Admin will also be able to control the frequency of the emails sent.

  • For active accounts, digest emails will be disabled by default, which the Admin can enable it manually.
  • For trial accounts, the option for digest emails will remain disabled and the Admin cannot enable the option.

If the feature is disabled, then:

  • The option Digest Email will be disabled.
  • A learner cannot see the user setting for digest email subscription.

If the feature is enabled, then:

  • The Admin can enable and modify the Digest Email option.
  • From the Profile Settings on the learber app, a learner (not in the DND list) can opt to subscribe/unsubscribe to the digest email.
Enable Training Card IconsIf enabled, icons will be seen on Training Cards on the Learner app.
Footer Links

Add links or email ids that appear as footers. You can add a maximum of three footer links.

To customize the links on the footer, perform the following steps:

  1. Click Add More, enter the name, and the URL or email id in the fields specified. Prefix the URL with http:// or https://.
  2. To cascade the change across all locales, click Replicate. This ensures that all languages get the name and the url.
  3. To save the changes, click Save. You can see a pop-up message confirming the change. After you click OK, the footer gets populated with the newly added links.

Additionally, you can:

  • Click the Reset icon to reset the default values in the Help and Contact Admin fields.
  • Customize the link on the footer for all languages. Click the Language drop-down list, select the language, and add the Name and URL in the specified fields. After you save the changes, the updated links appear on the footer.
Report Timezone

Set an account level preference to export the Learning Transcript in the following time zones:

  • UTC (Default behavior)
  • Account-level time zone preference

The Learner Transcript downloaded using Jobs API also downloads the data in the selected timezone.

Note: There is no change expected in the Learner Transcript by default immediately after the release. Administrators can configure this setting from Admin > Settings > General > Report Timezone.

NameDescription
Show Course EffectivenessIf enabled, Learners can see current Course Effectiveness on the Course tile.
Course ModerationIf enabled, all changes to Courses must need Admin approval before the courses visible to the learners.
Discussion BoardIf you enable the Discussion Board check box, then the learners and instructors can post comments for courses using the Discussion tab from the Courses page in the Learners App. However, if course level settings indicate that this feature is not selected, then the course level settings take precedence over administrator settings.
Multiple AttemptsIf enabled, Author can configure multiple attempts for course modules.
Explore Skills OptionIf enabled, Learners can explore Peer and Leadership Skills, and subscribe to the Skills of their choice.
Skills/Tags VisibilityDisplay all Skills and tags to Learners. You can either show all skills and tags or show skills and tags that are assigned, or those that are part of the Catalogs visible to the Learner.
Unique Learning Object IdsIf enabled, an Admin or an Author can add a unique id for each Learning Object.
Show Filter PanelsControl which filter panels are available to users in the Learner application for refining their search results. The options are as follows:
Catalogs
Type
Format
Duration
Skills
Skill Levels
Tags
When the learner launches the learner app, in the My Learning and Catalog sections, the learner can see the filters in their respective panels.
Note: The filters Format and Duration are switched off by default and do not appear to the learners immediately after the release. The Administrator should enable them.
Show Catalog ListingIf enabled, Learners can see a list of all Catalogs available to them. Learners can use this to refine how the Learning Objects are displayed.
Product TerminologyLearning Manager has a standard terminology that is used across the product. Modify the terminology to match your organization's needs.
Module Version UpdateConfigure the default setting to update content. The settings can be modified for each content from the course page.
Auto-register UsersIf enabled, newly imported Users are auto-registered. By default, users must be registered manually before they can start using Learning Manager.
Auto-delete Internal UsersIf enabled, Internal users get deleted automatically if they do not access the system for specified number of days. This feature is applicable to users who only have the role Learner. To restore the access, users must contact the Administrator.
Show Catalog LabelsIf enabled, Administrators and Authors can set Catalog Labels and values and link them to Learning Objects.
Learners can view their scoresIf enabled, the learners can view their scores in the learner transcript.
Digest EmailAn Administrator can enable or disable sending an email to learners. The Admin will also be able to control the frequency of the emails sent.
For active accounts, digest emails will be disabled by default, which the Admin can enable it manually.
For trial accounts, the option for digest emails will remain disabled and the Admin cannot enable the option.
If the feature is disabled, then:
The option Digest Email will be disabled.
A learner cannot see the user setting for digest email subscription.
If the feature is enabled, then:
The Admin can enable and modify the Digest Email option.
From the Profile Settings on the learber app, a learner (not in the DND list) can opt to subscribe/unsubscribe to the digest email.
Enable Training Card IconsIf enabled, icons will be seen on Training Cards on the Learner app.
Footer LinksAdd links or email ids that appear as footers. You can add a maximum of three footer links.
To customize the links on the footer, perform the following steps:
1. Click Add More, enter the name, and the URL or email id in the fields specified. Prefix the URL with http:// or https://.
2. To cascade the change across all locales, click Replicate. This ensures that all languages get the name and the url.
3. To save the changes, click Save. You can see a pop-up message confirming the change. After you click OK, the footer gets populated with the newly added links.
Additionally, you can:
Click the Reset icon to reset the default values in the Help and Contact Admin fields.
Customize the link on the footer for all languages. Click the Language drop-down list, select the language, and add the Name and URL in the specified fields. After you save the changes, the updated links appear on the footer.
Report TimezoneSet an account level preference to export the Learning Transcript in the following time zones:
UTC (Default behavior)
Account-level time zone preference
The Learner Transcript downloaded using Jobs API also downloads the data in the selected timezone.
Note: There is no change expected in the Learner Transcript by default immediately after the release. Administrators can configure this setting from Admin > Settings > General > Report Timezone.
Badgr IntegrationIf enabled, the learners will be able to upload their badges to the Badgr website. In customer education scenarios, organizations want to be able to "certify" their customers and give them an opportunity to display those credentials over social media. This motivates the learner to take a training and share his/her achievements with others.
Show rating
  • If the option Course Effectiveness is enabled, learners will be able to see only the value of the course effectiveness.
  • If the option Star rating is enabled, learners will be able to view only the average star rating and the number of learners who have rated the course.

This feature is only for available for courses. Star rating is not supported for Learning Programs or Certificates.

Note: This change affects the learner app only.

In all other apps (admin, author, manager, custom admin, custom author), changes in the settings (star rating/course effectiveness/disabling show rating) will not have any affect.

For new accounts, the Show Ratings section will have the option Star rating enabled by default.

For existing accounts, if the account previously had the option Course effectiveness enabled, then the Show Ratings section will be enabled with the option Course effectiveness selected. If the option Course effectivenes s is disabled, then the Show Ratings section will also be disabled. When the Show Ratings section is enabled, the option Star rating will be enabled by default.

Retire

Select the any of the retire option from the following:

  • Once retired, enrolled Learners will be able to view and perform actions but not yet enrolled Learners will lose access.

  • Once retired, both enrolled and not yet enrolled Learners will lose access.

Note: You can retire courses, learning paths, or certifications from their overview pages.

Learning PathsIf the option Enable Extended features of Learning Path is enabled, Admins will be able to include Learning Paths inside Learning Paths, and combine those Learning Paths with Courses. The option is irreversible.
Instructor ManagementEnable this setting to restrict the list of instructors which can be selected while creating classroom/virtual classroom sessions. All users having the instructor privileged can only be assigned as an instructor to any session. This restriction does not apply to migration workflows.
Skills importIf enabled, you can choose an external source to import Skills. The skills for existing learning resources will be imported to the Skills repository one time during the initial run. For all subsequent imports of learning resources, the Skills will be imported into Skills repository only for newly imported items. Once the option is enabled, the action is irreversible. You cannot disable or change to another source later.
NOTE
Once skill import setting is enabled, the account layout cannot be switched to the Classic view, i.e. switching to Classic account is disabled after the Skill import option is enabled.

Renaming Learning objects

This feature is only available in English language.

Administrators can now rename Learning Objects in Learning Manager. The following are the terminologies that can be renamed.

Module
Course
Learning Program
Certification
Learning Plan
Job Aid
Catalog
Skill
Badge
Announcement
My Learning
Leaderboard
Effectiveness
Prerequisite
Prework
Core Content
Testout
Self Paced
Blended
Classroom
Virtual Classroom
Activity

Profile settings

  1. Click the drop-down arrow at the upper-right corner, adjacent to your photo/account and choose Profile Settings.
  2. From the pop-up dialog, you can add/change a photo by hovering the mouse and by clicking Edit in the profile photo area.
  3. Add/modify About content by clicking Edit adjacent to it.
  4. Click Save.

Content Folder

Learning Manager supports private content folders. An Administrator can configure private content folders and provide its access to specific custom-authors using Custom Roles. Note that Standard Authors (also called as Full Authors) continue to have access to all the content in the account. Hence Full Authors have access to all folders and all the content.

Content Folders can be configured by Administrators. Only once configured, content folders become visible to authors and they get an ability to place the content in one or multiple folders.

To add a content folder, in the Administrator app, click Settings > Content Folder.

Change Content Folder settings

Folder

A folder is a repository of content, which is a subset of the entire content library available in an account with the following properties:

  • Only an Admin can create, edit, or delete a folder.
  • An Admin can control access to folders as part of defining roles only for custom admins.
  • Content must at all times, be associated with at least one folder. To start with, all content will be associated with the Public folder, which can later be changed.
  • Content can be associated with multiple folders at the time of creation, which will also be possible by a copy operation
  • All folder names must be unique within the account, otherwise there will be an error in naming a folder.

Folders only control visibility of content and don’t create copies of content. Therefore, editing content will reflect in all the associated folders.

Public folder

A public folder is always present in an account and initially, all content will be part of this folder. Later, authors can move content out of this folder into other folders. A public folder has the following properties:

  • All content associated with this folder will be accessible to all types of authors, by default.
  • Any content that is a part of a public folder, cannot be part of any other folder. The converse also holds true.

This folder cannot be part of configurable role definition. Consequently, not having a public folder in configurable role definition doesn’t restrict access to a public folder.

Private folder

  • Any folder created by an Admin is a private folder.

Folder operations

Add a folder

To add a folder, click Add on the upper-right corner of the window.

Delete a folder

You can also delete a folder. Select the folder to delete, click the Actions menu, and click Delete Folder.

NOTE
Folders can be deleted when all of its associated content is also associated with other folders. If there is content that is linked with only the folder being deleted, first move the content to another folder, and then delete the folder.

Classroom locations

Administrators can use this setting to create and configure a library of classroom locations. Authors can select a pre-configured location to set up their classroom event. Select a location from the library to automatically populate the location information, URL, and seat limit.

As an admin, you can either:

Import locations CSV

Add locations in your account by importing a CSV file of locations. The CSV file must contain the column City.

Add a location

Add the following:

  1. Location Name: Enter the name of the classroom.
  2. Location Information: Enter the information about the location.
  3. Location Region: The entered value appears as Training Locations filter for learners.
  4. Location URL: Enter the URL of the location.
  5. Seat Limit: Enter the seating capacity of the room.

classroom location

Add classroom locations

You can also add the location with the help of a CSV. The CSV must contain the fields:

  • name
  • info
  • url
  • seatlimit
  • region

Settings

Select Edit to change the following:

  • Allow authors to create locations: Once enabled, all the locations created by authors will be listed under ‘All Locations’ tab. Learners will also see these locations under Catalog and calendar filters.
  • Allow authors to modify and delete locations:
    Once enabled, authors will be able to modify and delete all Classroom locations. The modifications by authors will be reflected across the platform, including reports.

Frequently Asked Questions

How to create different folders for content library?

Click Settings > Content Folder. To add a folder, click Add on the upper-right corner, and in the dialog, enter the name and description of the folder.

Content Folders can be configured by Administrators. Only once configured, content folders become visible to authors and they get an ability to place the content in one or multiple folders.

For more information, see the section on Content Folder.

How to add financial year for the account?
In Settings > Basic Info, click Change. From the Financial year starts from drop-down list, select the month.
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