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Learning Management

Addon Required

This feature requires the LMS addon to be enabled. Go to Settings > Addons and enable LMS before using these features.

The Learning Management System (LMS) provides tools for creating training courses, organizing lessons with various content types, enrolling employees, and tracking their progress. This guide covers course management for admins and the employee learning experience.

My Learning​

Navigate to Learning Management > My Learning to access the employee self-service learning portal.

This view is available to all employees and shows their enrolled courses:

  • Course Cards: Each enrolled course displays its title, category, description, estimated duration, and a thumbnail image
  • Progress Bar: Visual indicator showing how many lessons have been completed out of the total
  • Status: Derived from lesson progress -- Not Started, In Progress, or Completed
  • Category Filter: Filter courses by category

Taking a Course​

  1. Click on an enrolled course to open the course player
  2. The course player displays all lessons in order
  3. Navigate through lessons to view their content (text, videos, files, external links)
  4. Lesson completions are tracked automatically
  5. When a course is first opened, the enrollment status automatically changes from Not Started to In Progress

Courses​

Navigate to Learning Management > Courses to manage training courses.

Viewing Courses​

The courses list displays:

  • Title
  • Category
  • Status
  • Number of lessons
  • Number of enrollments

Filtering​

  • Category Filter: Filter by course category
  • Status Filter: Filter by Draft, Published, or Archived
  • Search: Search by title or description

Creating a Course​

  1. Click Add Course
  2. Fill in the required fields:
    • Title: Course title
    • Description: Course description
    • Category: Select from configured course categories (optional)
    • Status: Set the initial status
    • Estimated Duration: Expected time to complete (e.g., "2 hours", "3 days")
    • Thumbnail: Upload a course thumbnail image (JPG, PNG, or WebP, max 2 MB)
  3. Save the course

Course Statuses​

StatusDescription
DraftCourse is being prepared and is not visible to employees
PublishedCourse is active and visible to enrolled employees
ArchivedCourse is no longer active
tip

Only published courses are visible to employees in the My Learning portal. Create courses in Draft status, add all lessons, then change the status to Published when ready.

Viewing Course Details​

Click View on a course to see its detail page, which includes:

  • Course information (title, category, status, estimated duration)
  • Lesson count and enrollment count
  • Lesson management interface
  • Enrollment management interface

Managing Lessons​

From the course detail page, you can add and manage lessons. Lessons are the individual learning units within a course.

Adding a Lesson​

  1. Click Add Lesson on the course detail page
  2. Fill in the fields:
    • Title: Lesson title (must be unique within the course)
    • Content Type: Select the type of content
Content TypeDescription
Text ContentRich text or HTML content displayed directly in the lesson
File (Download)Uploadable file (PDF, DOC, DOCX, MP4, MP3, ZIP, etc., max 100 MB)
Video (Embed)Embed code for external video (YouTube, Vimeo, etc.)
Video (Upload)Uploaded video file for streaming
External LinkURL to an external resource
  • Content: Provide the text, embed code, URL, or upload a file depending on the selected content type
  1. Save the lesson

Reordering Lessons​

Lessons are displayed in a specific order within a course. Use the drag-and-drop reorder functionality to change the lesson sequence.

Editing and Deleting Lessons​

  • Click Edit on a lesson to modify its title, content type, or content
  • Click Delete to remove a lesson from the course

Managing Enrollments​

From the course detail page, you can enroll employees and track their progress.

Enrolling Employees​

  1. Click Enroll Users on the course detail page
  2. Select employees to enroll:
    • By Individual: Select specific employees from the list
    • By Designation: Select designations to enroll all employees with those designations
  3. Confirm the enrollment

Employees who are already enrolled in the course are automatically skipped.

Viewing Enrollment Progress​

The enrollments table on the course detail page shows:

  • Employee name
  • Enrollment status
  • Enrollment date
  • Completion date (if completed)
  • Progress bar showing completed lessons out of total

Click View Progress on an enrollment to see a detailed breakdown of which lessons have been completed and when.

Enrollment Statuses​

StatusDescription
Not StartedEmployee has been enrolled but has not opened the course
In ProgressEmployee has started the course but has not completed all lessons
CompletedEmployee has completed all lessons in the course

Unenrolling Employees​

Click Unenroll on an enrollment entry to remove an employee from the course.

tip

Courses with active or in-progress enrollments cannot be deleted. Unenroll all users or wait for completions before deleting a course.

Categories​

Navigate to Learning Management > Categories to manage course categories.

Viewing Categories​

The categories list shows:

  • Name
  • Description
  • Number of associated courses
  • Active/inactive status

Creating a Category​

  1. Click Add Category
  2. Enter the Name (must be unique) and optional Description
  3. Set the Active status
  4. Save the category

Editing and Deleting Categories​

  • Click Edit to modify a category's name or description
  • Categories that are currently assigned to courses cannot be deleted; reassign courses first

Next: Return to the User Guide Overview for a summary of all available guides, or explore the Modules section for technical documentation on each addon module.

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