Visit our Release and How-to video Library.
Before allowing end-users access to the Intellek LMS, you should take the time to review and set up some basic information. During the setup process, take the time to create an LMS Standards Document where you record the settings, data standards, reasons for using certain features, etc. This will help you create consistent data, maintain the LMS and incorporate new “managers” into the system, if needed. The LMS Standards Document can be a simple Word document. Make sure you place it in your Document Management System (DMS) or a location where it is backed up and will not be deleted. This document will change and grow over time.
Print the LMS Standards Document to record your decisions. |
Initially, you should identify and record the following information:
•URL to the LMS
•LMS Administrator(s)
•Date that end-users will be/were allowed in the system
•First objective for the LMS
As you move through each section of this topic, add the information to your LMS Standards Document.
Information to be entered in the LMS Standards Document: •Will you be automating the import process or maintaining users manually? Why? •If the data is automated, who is the contact for this? •If managed manually, where are you storing the Import_Learners.xlsx (or .csv) workbook? Populate the Import_Learners.xlsx workbook with all end-user data for import into the LMS. Details such as required fields and identifying who should have elevated Security Profiles can be found in the topics listed below. Detailed information about the rights allowed for each profile is outlined in the Security Profiles topic. After the initial upload of the Import_Learners.xlsx has completed, user accounts for end-users who have been identified as Event Contacts will need to be edited to apply the appropriate settings. |
Once your Import_Learners.xlsx workbook has been approved by Intellek, it can be imported into your LMS. It is worth considering identifying and defining the Job Title, Profile Description (i.e., a learning profile, such as Timekeeper, Secretary, Admin, Manager, etc.), Department Description, Practice Area, and Client User Manager (the supervisor/manager) for each end-user in the Import_Learners.xlsx workbook so that creating User Groups is streamlined. Adding these data fields in the Import_Learners.xlsx workbook and uploading an updated version can be done after the initial upload should you need more time to discuss and decide how to best group your end-users. To maximize using the user data, you will need to: •Assign all Event Contacts by editing each individual user record. •Create User Groups for auto-assignment to Courses and Learning Paths. •Create additional Access Groups for Reporting and Approvals. Groups can be managed from the three dot Options menu on these pages: Access Groups “hide” items from all end-users in the LMS EXCEPT for the members in the Access Group. These items include News, Calendar Events, Courses in the Library, and Learning Paths. Access Groups can be managed from the three dot Options menu on these pages: |