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Browse guides for learners, instructors, and administrators.

Registrars & Admins

Administration

SAP Notices & Student Acknowledgment

Run Satisfactory Academic Progress evaluations and have students e-sign their Warning/Probation notices.
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Administration

Managing Program Enrollments

Accept applicants, enroll learners, mark completions, and withdraw — all from the Enrollments tab.
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Administration

Company Sign-On & Merging Accounts

How Microsoft sign-in for employees is turned on, and how to merge a duplicate account into the right one.
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Credentials

Issuing Badges to External Recipients

Award a credential to someone who doesn't have an account — they verify by link and can claim it later.
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Administration

Viewing a User Profile & Custom Fields

Open a read-only profile to see a learner's activity, attach custom fields or documents, and import phone numbers from HubSpot and Airtable.
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Credentials

Auto-Issuing Badges

Set up badges to issue automatically when a learner attends an event or completes a course or program.
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Programs

Programs, Program Sections & Course Sections

Build a Program, link courses, schedule a Program Section, and generate its course sections.
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Programs

Enrolling in a Program

Apply or enroll in a Program, choose a payment option, and track payments and financial aid.
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Programs

Holidays & Org Closures

Set system-wide closure dates so scheduled section runs automatically skip days the org is closed.
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Programs

Financial Aid, Scholarships & Payment Plans

Define reusable scholarships, review aid requests, apply custom or template payment plans, and settle payment issues.
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Administration

Building the Training Catalog

Assemble a printable catalog: order items, add tuition, a cover image, closures, and export to PDF.
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Administration

Generating Enrollment Agreements

Produce a printable, accreditation-ready enrollment agreement for a program enrollee.
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Administration

Command Center: TV displays

Put the CoiL calendar, campus clocks, and weather on a full-screen TV — and manage each screen’s link and settings.
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Administration

Accreditation Checklist

Track catalog, enrollment-agreement, and cancellation/refund coverage (ACCSC or ACCET) against your current data.
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Administration

Reports: Generate, Build & Schedule

Run prebuilt reports, build custom multi-source reports, export as CSV/Excel/PDF, and schedule automated email delivery.
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Apprenticeships

Building an Apprenticeship & Its OJT/RTI Checklist

Create an apprenticeship program, link the offerings that satisfy RTI, and build the grouped OJT + RTI competency checklist.
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Content

Course Templates & the Course Builder

Create a reusable Course Template, build its curriculum (modules + content items, including headers and Pass/Fail assignments), fix an item straight from preview, switch between the Builder, Instructor and Student views, and understand how templates become scheduled Course Sections.
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Events

Bookings & the Room Schedule

Put a field trip, tour, meeting or room hold on the calendar, see what is already in a space before you book it, and approve or decline room requests from Studio Holds.
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Events

Academic Planner

See the year's Event Sections by lane or by room, how pre-apprenticeship cohorts line up with their bootcamps, and every room clash, in one view. Plan with drafts and convert them into sections, track the year against category targets and Manufacturer commitments, see its money and ETP service credit, and export the year as a PDF, Excel or CSV file.
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Content

SCORM Packages

Upload a SCORM 1.2 or 2004 package into a course; how completion and score feed course progress.
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Content

Importing a Common Cartridge

Bring pages, quizzes, discussions, links, and files from another LMS into a course.
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Events

Creating Events, Sections & Schedules

Author an event, add scheduled sections (same time each day, weekly, or custom days with their own hours, plus rooms), and connect a Course Template so registrants auto-enroll.
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Events

ETP Training: unlocking the course at check-in

Show pre-work before an ETP session and unlock the rest of the linked course when someone checks in by QR.
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Credentials

Certificates: Templates, Printing & Emailing

Design certificate templates (paper size, artwork, placeable fields), map badges to them or turn certificates off for a badge, and view, print, download, or email certificates from Issued Badges.
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Administration

Email: Setup, Templates & the Delivery Log

Connect Microsoft 365 or SMTP, edit the message templates, control which notifications send, and check the Delivery Log when something doesn't arrive.
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Administration

Microsoft 365: Connection & Profile Sync

Save the Azure app registration from IT, test which permissions it has, and sync company, location, department, job title and supervisor from Microsoft 365, creating accounts for employees who have none.
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Administration

Adding Users: Invites, CSV Import & Personal Email

Invite users one at a time or by CSV, choose between Instructor and Instructional Designer, keep a personal email on file, and convert an account when someone leaves the company.
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Administration

Reading Analytics

What the year picker scopes (and what stays all-time), how the revenue chart follows its source, and how to export the numbers behind any chart.
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