Upskill People

Dave Branscombe

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

Platform administration

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

Giving your people the right tools for the job!

Managing your dashboards

Setting and measuring learning goals

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

Giving people courses when you're using LMS Lite

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

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

Managing your company structure

Understanding the jobs that people do so you can give them the best content and help them shine!

Managing job types

A practical example of how to give people the content they need to shine!

Assigning courses everything you need to know

Maintaining your locations properly is critical for accurate reporting

Creating locations for your teams

2. Configuring your platform

Understanding what learning content is available to you.

Courses available on my learning platform

Setting your courses as Mandatory

Engaging, speedy, and practical courses that give your people the skills to perform better.

Your licensed courses

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

Giving people content because of where they work!

Location attributes and why you need them

Giving people content because of something special about them

Creating personal attributes

Assigning attributes to courses

Grouping and Sorting your courses efficiently!

Managing course types effectively

Upskilling your teams with reimagined content

Replacing your old courses with new ones

Did you know you can upload Scorm 1.2 content from other providers?

Uploading a Scorm 1.2 module

Helping your people complete the right course at the right time

Ordering courses on the learning roadmap

Organising your content quickly and effectively

3. Configuring your courses

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

Understanding the Report access editor

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

Accessing your tools in the learning platform

4. Platform tuning

Make your life easier by importing everyone in one go!

Importing learner details

Keeping your learner data in tip-top condition!

Checking the learner import error logs

Warnings and errors you need to know about

Understanding learner import errors

Aligning data for someone with two learning accounts.

Transferring data from a temporary account to a permanent one

Automating your new starters, movers and leavers

Integrating with Fourth Hospitality - what you need to know

Great for quickly bulk-updating people in one go!

Using Report Builder to create a Universal Import file

Useful stuff for people helping their team shine

5. Managing your learners

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

Let the learning platform do the remembering for you!

Automating course refreshes

Why your changes to a learner’s details aren’t saving

6. Organising Your Learners

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

Creating simple reports using Report Builder

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

7. Tuning your reporting

Exporting an ECB course for use within UpskillCloud

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

Automating Your Learner Imports

8. If you need it

Looking for some inspiration?

Find answers and get help from Intercom Support and Community Experts

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