Upskill People

Mandy

Dave Branscombe

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

Platform administrators

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

1. Getting Started

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

2. Configuring your platform

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

Grouping courses into learning profiles

Upskilling your teams with reimagined content

Replacing your old courses with new ones

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

Grouping and Sorting your courses efficiently!

Managing course types effectively

Helping your people complete the right course at the right time

Ordering courses on the learning roadmap

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

Uploading a Scorm 1.2 module

Making your learning roadmap look great by adding pictures

Creating a course icon

Assigning attributes to courses

Giving people content because of something special about them

Creating personal attributes

Giving people content because of where they work!

Location attributes and why you need them

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

Managing your learner badges

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

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

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

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

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.