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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
Enable Azure single sign-on for employees, and 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, and attach custom fields or documents to their record.
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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, Cohorts & Course Sections
Build a Program, link courses, schedule a cohort, 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, and apply custom or template payment plans.
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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
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), and understand how templates become scheduled Course Sections.
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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 & Recurring Runs
Author an event, add scheduled sections (with recurrence and rooms), and connect a Course Template so registrants auto-enroll.
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Credentials
Certificates: Templates, Printing & Emailing
Design certificate templates (paper size, artwork, placeable fields), map badges to them, 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
Adding Users: Invites, CSV Import & Personal Email
Invite users one at a time or by CSV, 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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