Access LMS² features
Support materials for features only available on Access LMS² sites.
By Liam and 1 other2 authors30 articles
- Manage permissions for modules and eventsGuidance on how to apply specific permission levels to modules and events for existing user groups or individual users.
- Create a person categoryCreate person categories to add to a person category group.
- Understand and assign super administrator system roleAssign the super administrator system role to users on Access LMS² sites.
- Reflective statement settingsConfigure for reflective statements to be mandatory, optional or turned off for users when adding a CPD entry to their log.
- Edit logo in email remindersGuidance on how to add or change a logo on emails generated to users.
- Senior Managers Regime (responsibilities map)Create a responsibilities map using the SM&CR features in Access LMS²
- Editable workflow formsGuidance on the steps required to complete and editable workflow form
- Customise an editable form workflowGuidance on customising stages within an editable workflow.
- Set owners and contributors in an editable workflowSet the owners and contributors in a form template to determine who signs off a stage and who can input into a stage of a form.
- Manage fields across stages in the workflowMove or copy fields in a workflow to ensure the correct fields are available to complete by the right people at the relevant stage.
- Set recipients for form withdrawal/rejection emailsChoose who receives an email notifying them if a form is withdrawn or rejected if form validation has been applied to the form template.
- CPD scheme filtersMore information about what CPD scheme filters are, how to add them and how they work with CPD scheme rules.
- Enable CPD adjustments for a CPD schemeConfigure a CPD scheme to allow administrators to apply manual adjustments to user CPD targets on LMS² sites.
- Add CPD categoriesAdd additional CPD industry specific categories to a CPD scheme on Access LMS² sites.
- Manage CPD level values on a CPD schemeSet one or more levels for a CPD scheme, creating a target for users to achieve.
- Create an organisationCreate a new organisation for users and organisation units to sit in.
- Compact view in Access LMS²Enable compact view for administrators in LMS² sites.
- Archive or restore a question bankManage existing question banks by removing or restoring them as needed.
- Manage users in bulk via data importGuidance on how to import or archive users in bulk using a CSV spreadsheet import.
- Job rolesViewing and managing job roles assigned to users on LMS² sites.
- SAML certificate expiryGuidance on updating the SAML certificate date on a site.
- Create a system roleCreating and viewing a system role on LMS² sites to assign to users.
- Move an organisation unitGuidance on how to move where a unit sits in the organisation structure.
- Edit certificate background imageChange the background image displayed on certificates in LMS² sites.
- QualificationsCreate and manage qualifications to be assigned to a user's profile.
- Merge user accounts on LMS² sites based outside of Access EvoGuidance on how duplicate user accounts can be merged on Access LMS Evo sites based outside of Access Evo.
- Complete the Certification Regime wizardSet up your Fit & Proper test using the Certification Regime wizard.
- SM&CR in Access LMS²Using LMS² features to support SM&CR.
- Overview of certification regime workflowLearn how the certification regime workflow operates within the platform. This guide outlines each stage, helping administrators manage and track learner certification efficiently.
- Automations FAQFind answers to common questions about creating, managing, and troubleshooting automations.