From the Calendar page:

1.Click the three dot Options menu.

2.Click Settings.

3.Select the preferred Calendar View for your end-users:

•whether it’s the List view or Calendar view; and

•whether you want them to see the current Month, Week, or Day.

4.Choose the appropriate Location setting.

By default, they will see Events scheduled at their (i.e., user's Location) location; however, you can opt to change that here.

5.Select the appropriate Enrollment options to:

•require a reason from the end-user when they request or cancel enrollment;

•indicate whether you require their Manager to be cc’ed on all enrollments; and

•indicate whether to cc Contacts on all cancellations.

4.Late Cancellations allows you to have an email sent to Event Contacts when an end-user cancels within a defined time period before the Event start date. Select a preferred template in Automated Notifications to customize the notification text for this special circumstance.

From the Calendar page:

1.Click the three dot Options menu.

2.Select Locations.

Locations are generally created as part of the Import_Learner data process. Location is a required field in User Details and is used in a variety of features. It is essential that the Locations are accurate and there are no duplicates.

3.Review and complete the required settings for each Location.

From the Communication page:

1.Click the three dot Options menu.

2.Select Settings.

3.Use the User Import field to identify to whom you would like the Import_Learners Success or Failure email to be sent. This message is sent upon completion of the nightly upload feed of the Import Learners data.

4.In the Signatures section, you will need to set a specific email address for the Administrator, Training Administrator, and each defined Owner (up to 8 owners) in the Intellek LMS. Emails sent from the system will be sent from the selected account. Replies to any system-generated emails will be sent to the defined accounts.

These email signatures are used on all the emails sent from the LMS; PROVIDED you have included the [Signature] variable at the bottom of the email templates. For new Client Family Members, the variable is automatically set on all email templates for you by default.

If you are a Client Family Member who has migrated from V2, you will need to insert the [Signature] variable in the email templates.

News is accessed via the Communication page. You can create and edit items to display in the News banner on the Home Dashboard or Communications > News. It is important to keep the News section relevant for end-users and up-to-date.

Initially, it is a good place to offer your users a brief tour of the system or provide them with information to help them get the most from the LMS. You should also define how you plan to use the News section going forward.

When uploading a News banner image, see LMS Image Guidelines for recommendations and requirements.

These allow you to select automated notifications (reminders) sent to your end-users when an account is created or when a Learning Path is assigned or expiring. These notifications are in addition to the generated Email Templates sent from the LMS.

Email Templates define the text and information to be included in emails sent from within the LMS, both generated and automated. The text in any template can be modified and branded to meet your requirements.

We recommend you review the existing templates and modify them to contain the appropriate language that you would like to use. We recommend reviewing each template.

From the Library page:

Select the three dot Options menu and select Settings.

Detail

oCourse is shown as New/Updated for X days: enter the desired number of days for New/Updated Courses to be displayed. New & Updated on the Library is designed for end users and lets them know when online content has been added or updated. Other changes are not included as they are not relevant to the end user experience if, for example, a course name changes or the duration is updated

oHide categories on search: choose whether or not to Hide categories by default on searching the Library. Users will always be offered the option to toggle Hide/Show manually.

Enrollment

oChoose whether or not to Prompt users when they've already taken an online course

Rating (see the Activating the Rating Feature topic for full details):

oIf desired, select the Allow users to rate Courses and Paths check box.

▪Feedback is required when rating is less than: select the number of stars for required Feedback.

oChoose whether or not to Show user info in approved ratings results.

Surveys

o Select who to Show user information in reports to by selecting Admins only or All report users..

Paths

If desired, you can upload a different graphic to be displayed for Learning Paths in the Library: (See LMS Image Guidelines for recommended image size).

oClick the Upload file button.

oClick to browse and navigate to the location of the graphic.

oClick Open.

oClick

oClick

Course Interest

Users can register their interest in a course in multiple ways.  Once a certain number (threshold) of users have registered interest, an email can be automatically sent to the course owner to notify them of interest in their course. Enable Send email when threshold is reached to turn on the feature.

oDefine the number of interested users required to prompt an email by setting the Interested Threshold within each course in the course Detail.

oWhen Send email when threshold is reached is enabled but no course-specific Interest threshold has been set, you can globally prompt emails by:

▪enabling Use default threshold below if not set in course and entering a Threshold number of interested users in the Threshold field.

Categories

Use Images in Categories is on by default.  

oWhen enabled initially, all categories will display the Intellek default image. Uncheck to disable the setting and render all categories without an image:

oDefault Image

▪When Use Images in Categories is enabled you are given a choice of which default image is preferred. An Intellek image: Click the library to select your preferred default from our options. Or

▪Select Custom Image and upload your own default Category image. (See LMS Image Guidelines for recommended image size).

oPreview and

Course Categories and Subcategories are used to organize the Library in a structure that is easy for end-users to locate Courses and Resources housed in the LMS. You can create as many Sub and Sub-Subcategories as desired. Keep in mind that the more levels you create, the deeper end-users may need to dig in order to locate the desired Course or Resource.

From the Library page:

1.Select the three dot Options menu.

2.Select Categories.

From the Library page:

1.Select the three dot Options menu.

2.Select Course Types.

The list of available Course Types in the LMS is accessed here. Course Types define how the Course can be used.

You can create your own Course Types, but we highly recommend using the Course Types that are already available. If you have the need for another Course Type, please contact [email protected] before adding to the list.

From the Library page:

1.Select the three dot Options menu.

2.Select Deliveries or Sub-deliveries.

Each Course Type has associated Deliveries and Sub-deliveries. You can remove any Deliveries or Sub-deliveries that are not appropriate for your environment. However, remember that these are associated with specific Course Types. Deliveries and Sub-deliveries are searchable by all users of the LMS and will help you leverage the materials you make available.

The Deliveries page provides the ability to upload a graphic to be associated with each Delivery type.