Upskill People

Dave Branscombe

Help for anyone keeping the platform set up just right and matching their organisation

Admin

And we’ll start at the very beginning, it’s a very good place to start (and we know a song about that!)

Welcome to your learning platform let’s get going

Roadblocks can be removed with a little help from your friends!

Accessing your tools in the learning platform

Aligning data for someone with two learning accounts.

Transferring data from a temporary account to a permanent one

Giving you access to the data that you’ll need to see and take action!

Understanding the Report access editor

You’ve put the right people in the right place, and you’ve assigned the right content to upskill them and given them the right tools to help them and their teams…

Your Reporting Menu Explained

1. Getting Started

Get the right learning to the right people at the right time.

Effortless Ways to Assign Content to Your Teams

Number 2 of the three most important concepts to figure out.

Grouping courses into learning profiles

Helping your people complete the right course at the right time

Ordering courses on the learning roadmap

Grouping and Sorting your courses efficiently!

Managing course types effectively

Giving people content because of something special about them

Creating personal attributes

Getting the most from post-course surveys

Organising your content quickly and effectively

2. Assigning content

Let the learning platform do the remembering for you!

Automating course refreshes

Learners who don’t have to take a particular course can be marked as completed

Completing courses for people

The complete guide to protecting your business by having well-trained people

Refreshing courses and make your team do them again

Save yourself time and let the technology handle your new starters, movers and leavers

Automating Your Learner Imports

Exporting an ECB course for use within UpskillCloud

Number 1 of the three most important concepts to figure out.

Managing your company structure

Giving your people the right tools for the job!

Managing your dashboards

3. Platform tuning

Get more from your learning data. This guide shows simple ways to use dashboards, Report Builder and the Learning Insights workbook to save time and make reporting clearer.

Learning Insights

Understanding the data so you can build your own bespoke reports

Report Builder Glossary

Keeping your reporting accurate at all times!

Applying a reason to exclude from reports

Defining the rules for excluding people from reporting

Excluding people from reports

Become the go-to learning data expert with learner performance reports that hit the spot.

Getting started with Report Builder

You’ve designed your perfect report, now get it to where it needs to be.

Exporting data from Report Builder

Great for quickly bulk-updating people in one go!

Using Report Builder to create a Universal Import file

4. Tuning your reporting

Automating your new starters, movers and leavers

Integrating with Fourth Hospitality - what you need to know

Fewer features, same great value. Here’s how to get going.

Giving people courses when you're using LMS Lite

Useful stuff for working with other platforms

5. Integrating elsewhere

Looking for some inspiration?

Find answers and get help from Intercom Support and Community Experts

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