Administration tools
Guidance on managing core administrative tasks.
By Liam and 1 other2 authors34 articles
- Publish changes to a courseGuidance on how to publish changes you've made to content.
- Email remindersHow to create and manage email reminders to notify users of assigned training.
- Import module registrationsGuidance on how to import users registrations to a module in bulk using a CSV import template.
- Import historical trainingGuidance on how to import historical training records from outside the Access LMS Evo environment.
- Enable and customise certificatesGuidance on how to create or edit certificates awarded to users after completing the content.
- Archive or restore a moduleGuidance on how to remove modules no longer required.
- Change the sender email address on system generated emailsGuidance on how to edit the address users receive system generated emails from.
- Email reminder templatesGuidance on how to create a template email reminder to apply to multiple modules or courses.
- Rollback course resetsGuidance on how to undo registration resets.
- Reset a module rollbackGuidance on how to undo module registration resets.
- Change attempt status for a moduleGuidance on how to view and change the attempt status for a user for a module.
- Manage certificate expiry datesGuidance on setting, editing or removing certificate expiry dates.
- Add an image to modules, courses and eventsGuidance on how to add or change an image for modules, courses or events.
- Edit the header image in system generated emailsGuidance on how to add a new or change an existing header image in a system generated email.
- Manage self-registration to contentGuidance on how to manage users' ability to register themselves to specific content such as modules and courses.
- Monitor team learning progress in the My Team dashboardGuidance on how to use the My Team dashboard to monitor and track user's progression through learning.
- Publish content outside of Finder editorGuidance on publishing content and events in Finder to libraries created outside of Finder editor.
- Retain due dates and completion status when moving users to new version of courseGuidance on how to export users to a new version of training while retaining the existing due dates and completion status.
- Content ManagerSearch for and manage created content.
- Ratings and feedback on completed trainingGuidance on using ratings to get feedback from users on completed content.
- App Launcher button for sites based outside Access EvoSet up and make changes to the App Launcher button for sites based outside Access Evo.
- Create a person category groupGuidance on creating a person category group for certified functions.
- Assign a person category from a user profileTag a person category to an individual user.
- Assign users to person categories for certified functionsAdd a user to a person category to be used in fit and proper test.
- Add a document to a person category on creationAdd a document to a person category when initially created.
- Map organisation structure using tagsGuidance on creating tags to be applied to users in Access Evo.
- Manage automatic image selection in global settingsGuidance for managing images automatically selected across your site.
- Create deep links to contentCreate deep links that can be used to link users directly to activities within Access LMS Evo.
- Set up the CPD digest emailSet up and configure a monthly CPD digest email update to be sent to users in an organisation.
- Template hubCreate templates for registration rules and email reminders.
- Disable all email notificationsSwitch off all emails, including activity registrations emails.
- Integrate with Access Data EngineIntegrate Access LMS Evo and Access Analytics to create learning dashboards. Use Access LMS Evo and report API to feed data into the Access Data Engine which can then be…
- Register individual users to a course or moduleHow to manually register selected users onto a course.
- Manage Learning page in Learning HubUse the Manage Learning page in Learning Hub to distribute courses, manage classrooms, assign learners, and track progress.