Navigate the portal

TABLE DES MATIÈRES
Introduction
Notes
"Courses and events" section
    "Courses and events" tab 
    "Sessions" tab
    "Registrations" tab
    "Locations" tab
"Learning Program" section
    "Learning Program" tab
    "Registrations" tab
"Catalogs" section
    "Catalogs" tab 
    "Categories" tab
    "Filter groups" tab
    "Spotlight" tab
"Users" section
    "Users" tab
    "Permissions" tab
    "Groups" tab
    "Organizational chart" tab
"Gamification" section
    "Certificates" tab
"Certifications" section
    "Certifications" tab
    "Statistics" tab
"Portals" section
"Transactions" section
    "Transaction history" tab
    "Transactions to process" tab
"Advanced settings" section
    "Custom" fields tab
    "Authentication" tab
    "External connectors" tab 
    "Provider" tab
    "Notifications" tab
    "Course types" tab
    "Privacy Policy" tab
    "Regulations and cycles" tab
    "User folder" tab
    "API" tab
    "Reports" tab
    "Visuals" tab
    "Text templates" tab
    "Console" tab

Introduction

This article provides an overview of the different sections of the administration menu and their intent. To first learn how to use the user menu, see Navigating the Documentation Portal for Users.

Notes

The administration menu is divided into ten separate sections, each of which allows you to configure certain elements related to your training portal(s) as well as to your entire training project. Unlike the user menu, some sections can be expanded with the button and display a sub-menu with one or more tabs, or closed with the button  . In this article, we will introduce you to the general functionalities for each section and each tab.

"Courses and events" section

The section from the under administration menu gives you access to everything related to the creation of your trainings and events, their management, their configuration and the users who will be registered there. In general, after setting the aesthetics of your portal, this is where your adventure will begin. To expand the sub-menu of the section, click the button . The next sub-menu will be generated:

"Courses and events" tab

The tab from the under administration manu leads to a comprehensive list of the training and events you have created on your training portal. You can sort and search for training using different search filters, or create new ones from scratch. This is where you will be able to access the settings for each training created and manage the registrations and content. It is also possible to generate an Excel file containing this training list. To learn how to create a new training or event, see Create and configure training and events. To learn how to add content to your training and events, see Add content to training and events.

"Sessions" tab

The tab from section under administration menu leads to an exhaustive list of active and upcoming training sessions, in chronological order. You will be able to sort and search for training sessions using different search filters. It is also possible to generate an Excel file containing this list of training sessions. To learn how to manage each session independently, see Create and manage sessions.

"Registrations" tab

The tab from section under administration menu leads to a comprehensive listing of registrations for training or events that have taken place on your training portal. You will be able to sort and search for registrations to trainings or events using different search filters. It is also possible to generate different registration reports. To learn how to manage your learners' registrations, see Manage Registrations. To learn how to access different types of reports and manage their content, see Managing Reports and Content.   

"Location" tab

The tab from section under administration menu leads a comprehensive list of the face-to-face event locations you have created for your training portal. These sites are used to provide your learners with an accurate location when you ask them to physically go somewhere, as well as site details regarding logistics, such as the number of seats available in the room, the presence of a parking lot or access for the disabled, etc. It is also possible to export an Excel file containing this list of locations and the details concerning them. To learn how to create or edit sites, see Create and Manage Sites.

"Learning Program" section

The section from administration menu gives you access to everything related to the creation of training programs, their management, their configuration, their classification in the catalogues and the users who will be registered there. A training program is a training container that allows you to create a predefined path for your learners, incorporating progression and completion constraints between the courses to be taken and completed. If you do not yet have training to add to a training program, see Creating and setting up training and events. To expand the sub-menu of the section, click the button  . The following sub-menu will be generated:

"Learning Program" tab 

L'onglet de la section du menu administration mène à une liste exhaustive des programmes de formation que vous aurez créés sur votre portails de formation. Vous pourrez y trier et y rechercher des programmes de formation à l'aide de différents filtres de recherche, ou en créer de nouveaux de toute pièce. C'est à cet endroit que vous pourrez accéder aux paramètres de chaque programme de formation créé et en gérer les inscriptions et le contenu. Il est aussi possible d'y générer un fichier Excel contenant cette liste de programmes de formation. Pour apprendre comment créer un nouveau programme de formation, consultez l'article Créer et paramétrer les programmes de formation. Pour découvrir comment ajouter du contenu à vos programmes de formation, consultez l'article Ajouter du contenu aux programmes de formation.

"Registrations" tab

The tab from section under administration leads to a comprehensive list of registrations for training programs that have taken place on your training portal. You will be able to sort and search for registrations in training programs using different search filters and change the presentation mode, or “view”. It is also possible to generate an Excel file containing this list of registrations to training programs. To learn how to manage your learners' registrations, see Manage Registrations.

"Catalogs" section

The section from administration menu gives you access to everything related to the presentation of your training offer on your portal. It brings everything together to structure your training offer according to the target clientele and also various ways to present or group it when it appears on the portal. For example, you will be able to group the trainings into categories, depending on the topic covered, create custom filters so that visitors to your portal can easily find what they are looking for or promote certain trainings on a particular theme (novelty, promotion, favorite, etc.). To expand the sub-menu of the section, click the button  . The following sub-menu will be generated:

"Catalogs" tab

The tab from section under administration menu leads to the list of existing catalogues containing your training offer. You can search for catalogues using a search field, or create new ones from anywhere. This is where you can access the settings of each catalog created and manage its assignment to a branch, users or user groups. You can also add training programs or training and events. To learn how to create and use catalogs, see Managing catalogues and their categories.

"Categories" tab

The tab from section under administration leads to a comprehensive list of training categories you have created for your training portal. You can search for a particular category using a search field. It is also possible to export an Excel file containing this list of categories and their details. The intention behind the training categorisation function of your offer is to make it easier to search your training catalogues. Generally speaking, the different categories correspond to subjects. Thus, the formations and events that are found in a category are united by a common identity. To learn how to manage and create categories, see Manage catalogues and their categories.

"Filter groups" tab

The tab from section under administration menu leads to the list of your custom filters that visitors to your portal will be able to use when searching. You can create new filters using the New Filter Group button, edit existing filters, or delete filters that are no longer useful to you. If you have a large amount of filters, the search field will allow you to quickly find the one you want to consult or modify. To learn how to create and manage filter groups in your portal, see Create and manage filter groups.

"Spotlight" tab

The tab from section under administration menu leads to a list of themes where you can create a new theme that will group together some of the trainings you want to highlight, modify the existing themes by deleting sessions or cohorts from their content, Set them differently or delete them. The search field will allow you to quickly find the desired filter and the button will generate a list of the displayed themes. To learn how to create and manage the spotlight of your trainings or programs, see Creating and managing the spotlight and carousel display. 

"Users" section

The  from administration menu gives you access to everything related to the management of the actors present on your training portal, that is to say anyone who has an account on your portal, be it a learner, instructor, administrator or other. This is where you will be able to define the access rights profiles for the different sections of the portal, the roles for training and events, the user groups and the organizational chart of your organization. To expand the sub-menu of the section, click the button   . The next sub-menu will be generated :

"Users" tab

The tab from section under administration menu leads to a comprehensive list of registered users in your training portal. This list does not only include learners, it includes all actors with an account on your portal. You will be able to sort and search for users using different search filters and change the presentation mode, or “view”. It is also possible to generate an Excel file containing this list of users. You will have the option to create new users there manually and send them a request for confirmation of registration or register them directly and provide them with login information. You can also batch import a large amount of users simultaneously using a definition file. To learn how to create and manage your portal users, see Create and manage users.

"Permissions" tab

The tab from section under administration menu leads to a comprehensive list of the rights profiles and roles you have configured for your training portal. Entitlement profiles are the ability of a user to access certain administration sections or change their settings with respect to the training portal. The roles are closely linked to the rights profiles, but they only affect training and events or training programs. Ultimately, a role is a temporary or targeted legal profile in a specific context. A user could thus have a role as a trainer in a training and be able to modify the learning content and the participants (rights), for example, but only have the role of learner in another training and can only follow the training offered (no rights). Generic profiles for most needs are available by default in Lära; you can also create new ones from scratch. To learn how to create and manage rights profiles and user roles for your portal, see Create and manage rights profiles and roles.

"Groups" tab 

Thetab from section under administration menu leads to an exhaustive list of user groups you have created. You will be able to search for a group or groups using a search field. The intention behind creating user groups is to be able to manage users with a common identity more easily. This will allow you to enroll a group of multiple users in a training, for example, without having to enroll each user independently. To learn how to create and manage user groups in your portal, see Create and manage users.

"Organizational chart" tab

The tab from section under administration menu leads to the tree structure of the different branches of your organization, for example. You can set each branch and assign users to it. The intention behind the creation of a hierarchical system of branches is to allow you to have a centralized training offer (account root), but to assign different management rights at different levels, they affect the organizational hierarchy or operations. Users registered within a branch will only have access to the content of their branch.

Thus, the administrator 1 of our example opposite will be able to manage the users of his level and those of the underlying branches, that is to say the sales division and the service division. Administrator 2 will only be able to manage users in the Sales Division, only those within their business. Administrator 3, as you will have understood, will only be able to manage users in the service division.

Users who are enrolled in the Sales Division will not have access to the Service Division’s training offering. This may, among other things, prevent a learner from registering for training that would not be relevant to him or her. To learn how to manage your training portal organization chart, see the article Managing the organization chart and its branches.

NOTE: The same user can be in several branches and have different rights profiles in each of them. For example, a sales division manager could have an admin rights profile in their branch but be a learner with a user rights profile in the service division.

"Gamification" section

The section from administration menu gives you access to everything related to the creation, editing and assignment to a service provider of certifications and certificates of completion or participation in training. These attestations will be attached to the user files of the participants who have met the conditions for issuing the attestation that you have defined. To expand the sub-menu of the section, click the button  . The next sub-menu will be generated:

"Certificates" tab

The tab from section under administration menu leads to a comprehensive list of the certifications you have created. You will be able to search for attestations using a search field, export an Excel file from your attestation list and create attestations from basic templates or create new ones from scratch. To learn how to create attestations and submit them upon completion of training, see Creating and Managing Attestations.

"Certifications" section

The section from administration menu gives you access to everything related to the creation, editing, assignment and statistics of pass certificates requiring periodic renewal. These certifications will be attached to the user files of the participants who have met the conditions of issuance that you have defined for the certifications created. To expand the sub-menu of the section, click the button  . The following sub-menu will be generated:

"Certifications" tab

The tab from section under administration menu leads to an exhaustive list of the certifications you have created. You will be able to search for certifications using a search field, export an Excel file from your list and create new certifications as needed. To learn how to create and manage certifications, see Create and manage certifications.

"Statistics" tab

The tab from section under administration menu leads to a dashboard summarizing the completion status of users in the form of statistical tables that will allow you to target your follow-ups based on the certifications you have created, but also according to specific groupings that you can modify. Under this tab, you will be able to search for certifications using a search field, export an Excel file from your list of certifications and view the completion of the associated participants, globally or individually. To learn how to create manage certifications, see Create and manage certifications.

"Portals" section

The  section from administration allows you to manage the structure of the different entrance doors of your training portal. Please contact an SVI implementation consultant to set up this section.

"Transactions" section

The section from administration menu gives you access to everything related to financial management. This is where you will be able to view the history of transactions made on your portal or within your business, depending on your organization’s configurations and your rights profile. You can also perform transactions there when necessary. To expand the sub-menu of the section, click the button  . The following sub-menu will be generated:  

"Transaction history" tab

The tab fromsection under administration menu leads to an exhaustive list of transactions that will have been carried out by users that you administer, that is to say on whom you have a right of administration, either the users of your branch or the underlying branches. You will be able to sort and search for transactions using different search filters and generate different types of reports. To learn how to give or restrict access to viewing and editing transactions, see Managing Rights Profiles and Roles. To learn how to set up your reports and choose what’s in them, see Managing reports and their content.

"Transactions to process" tab

The tab from section under administration menu leads to an exhaustive list of transactions awaiting action from you with respect to the users you administer, that is to say on whom you have a right of administration, either the users of your branch or the underlying branches. You will be able to sort and search for transactions to be processed using different search filters and generate an Excel file containing this list of transactions. To learn how to give or restrict access to viewing and editing transactions to be processed, see Managing Rights Profiles and Roles.

"Advanced settings" section

The gives you access to everything related to the administration of your Lära portal, according to your rights profile. You will be able to manage all the financial and technical parameters to reflect the training needs of your organization. To expand the sub-menu of the section, click the button  . The following sub-menu will be generated:    

"Custom fields" tab

The tab from section under administration leads to a comprehensive list of custom fields you have created for your training portal. You will be able to sort and search for custom fields created using different search filters and generate an Excel file containing this list of custom fields. You can also create new custom fields there and decide which elements they will apply to. Custom fields are unique fields that will be used to provide additional information to your organization regarding users or training and events. You can then use these custom fields to filter your users or trainings. For example, you could create a new custom field called “division” and assign it to the “user” element. Depending on the settings you choose for this purpose, when registering, your users will have to indicate which division they are in. You will then be able to filter in the user lists those who are part of this or that division. The same logic applies to training and events. To learn how to create and manage custom fields, see Creating and Managing Custom Fields.

"Authentication" tab

The tab from section under administration menu leads to different means of authentication to your training portal. For example, you could allow your users to connect to your training portal using their Facebook or other authentication. To learn how to set different authentication methods, see Managing authentication methods.

"Provider" tab

The tab from section under administration menu leads to a comprehensive list of service providers in your training portal. Depending on the unique context of your organization, you may have one or more service providers. This is where you can add a new service provider and manage the different settings. Each service provider may have several payment methods, its own registration and cancellation conditions, its own reports, documents and purchasing rules, and its own automated mailing address. To learn how to set up a service provider, see Creating and managing service providers.

"Notifications" tab

The tab from section under administration menu leads to an exhaustive list of notifications that you have programmed to notify users of your portal actions about them by email or on the web. These notifications can affect the portal and users, training and events, training programs, resources, regulations and self-declarations, and promotional campaigns. This is where you can filter the different default notifications and the ones you created. You can also enable or disable the sending of notifications of your choice and generate an Excel file presenting your lists of active and active notifications. To learn how to create and implement notifications, see Managing Automated Shipping Settings.

"WebHooks" tab

The tab from section under administration menu menu leads you to a list of the WebHooks you have created for your training portal. WebHooks are used to send information to an external system during actions on your Lära portal. For example, you may receive notifications on your organizational system about user activities on Lära. To learn how to create and configure WebHooks, see Creating and managing WebHooks.

"Course types" tab

The tab from section under administration menu leads to a list of your types of training and events. There are several types of training and events. You can change or enable different types of training or create new ones. The different types of training do not influence the type of content you can add to it. On the other hand, it is valuable information for your learners, who can, for example, plan their travel, in the case of types of training that include face-to-face activities, or their learning environment, in the case of self-study. To learn how to create and configure your different types of training, see Creating and managing types of training.

"Privacy Policy" tab

The tab from section under administration menu leads to a writing and setting space that will allow you to define your organization’s privacy policy as well as the general terms of use. These elements will be submitted to the new users at their account creation and they will have to accept these conditions to participate in your training. To learn how to create your privacy policy and terms of use, see the upcoming article.

"Regulations and cycles" tab

The tab from   section under administration menu leads to a list of accreditation periods for professional orders or professional accreditation bodies. You can define conditions for obtaining credits or continuing education units, for example. Please contact an SVI Implementation Consultant to set up this section.

"User folder" tab

The tab from   section under administration menu is used to manage the type of nomenclature used in the user’s folder and to allow the user to manually add his declaration of participation or success in a training. This section should be configured at the same time as the regulations and periods. Please contact an SVI Implementation Consultant to this effect.

"API" tab

The tab from   section under administration menu leads to a comprehensive list of APIs you have created. Your APIs can allow you to have Lara communicate with your existing systems and share information. Please contact an SVI Implementation Consultant to set up this section.

"Reports" tab

Thetab from section under administration menu leads to a list of report types available on Lära. You will be able to decide on the content of the various reports, their presentation and the architecture of the information they present. To learn how to configure the different reports, see Managing reports and their content.

"Visuals" tab

The tab from section under administration menu leads to a list of all the visuals in your training portal. These visuals can be associated with your training portal, secondary portals (gateways to your training portal), training and events, or training programs. Several different visuals are present by default in Lära, but you can also create visuals from scratch. This is where you can define if you want to share the visuals you have created with other users with a right profile allowing them to modify visuals of training or other.

"Text templates" tab

The tab from section under administration menu leads to a comprehensive list of text templates that have been created on your training portal. You can search for a text template using a search field, edit existing templates or generate an Excel file containing your list of templates. Text templates are used to reuse your text presentations at all levels of use on Lära without having to redefine the visual appearance and layout of the different presentations. These can be templates for a training program, training and events, questions, emails, etc. In short, wherever a text editor is located on Lära, you can import a text template that you have already created. To learn how to create and use your different text templates, see Creating, managing and using text templates.

"Console" tab

The tab from   section under administration menu leads to a list of activities on the server of your training portal. This feature is advanced and may be missing from your administration menu. Please contact an SVI Implementation Consultant for this purpose.