An Introduction to Learning Objects

This article provides information and guidance on a portion of the Absorb LMS Admin Experience that is now upgraded to the refreshed Admin Experience (AE).

Please visit our Absorb Admin Refresh Checklist article for more details about what is available with the free Absorb Admin Experience upgrade.

Overview

Learning Objects, also referred to as lessons, are elements of an Online Course that contain the training content, such as e-learning modules, videos, PDFs, external links, etc. This article includes instructions on how to add Learning Objects to an Online Course. The Absorb LMS Admin Refresh experience introduces three new Learning Object types to help you better organize, evaluate, and confirm training comprehension. The new Learning Object types are Observation Checklist, E-Signature, and Use Existing.

 

Important Notes

  • You configure Learning Objects within the Syllabus Course Setting block when building or editing an Online Course. 
  • If a learner has already finished their training in a Course, any changes you make to the Learning Object Lessons will not impact their overall Course results or status. If you would like to update your learner's course status, you will want to navigate to User > User Transcripts > Course Name > Course Activity > Mark As. Here you can select a new status for the Course and not just the Lesson.
  • In Absorb LMS, Amazon S3 is utilized for file storage of content added to portals via the File Manager or otherwise. When files with the same name are overwritten, the previous version can be cached for up to 24 hours. This can translate to replacement files not appearing for learners immediately after upload. Depending on your organization's needs, it may be preferable to replace content with files that have a suffix added to the original file name.

    For example, if you have a file called request-form.pdf, you may want to upload the same file with a variation on the file name like request-form_v2.pdf. This will avoid the previous file being cached, and allow users to see the new file immediately. It is also recommended that the previous file is deleted to avoid any confusion, aid in troubleshooting, as well as reduce space used.

Watch: Example

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Objects

An Object allows you to link documents (PDFs, PPTs, Word or Excel files) or external websites to your lessons. For example, you could upload a copy of a training handout or link to your organization's Employee Handbook.

Instructions

The following instructions begin from the Syllabus Course Settings section of an Online Course build.

1.  Click the Add Learning Object button

  • The button is located in the Outline Chapter 1 section of the Syllabus Course Settings block.
  • This action will open a pop-up window.

Note: You can rename Chapter Names. Chapter "#" is the default naming convention assigned.

2. Select the Learning Object Type: Object 

  • From the Add Learning Object pop-up window, choose the Object option by clicking its radio button or icon, then click the Next button.

3. Add Learning Object Settings

Setting Section: General

Setting Details
Name Enter the Name of your training document.  This is a required field.  The Name is visible in both the Admin and Learner interface.
Source   Click the radio button to select an option:
  • If File = Click the Choose File button to upload new content.
  • If URL = Enter the URL address of external content.
Description Optional: Enter a Description.  The Description provides details about the Learning Object.  It is visible in both the Admin and Learner interface.
Desktop

Click the radio button to select an option for Desktop display:

  • If Launch in a modal (iFrame) = Object content will launch within the existing browser page.
  • If Launch in a popup = Object content will launch in a new pop-up window.
Mobile Click the radio button to select an option for Mobile device display:
  • If Launch in a modal (iFrame) = Object content will launch within the existing browser page.
  • If Launch in a popup = Object content will launch in a new pop-up window.
Notes Optional: Administrators can add notes about the Learning Object in this field. The information entered here will only be visible within the Admin experience.

Please note that it is not possible to track a learners' progress through the content included in the object, the completion for these lessons is marked when a learner first launches the Learning Object Type. 

4. Click the Apply button to save and close the Learning Object. This action will close the Object Lesson pop-up window.

Watch: Example

How to Add a Learning Object > Object Type:



Video

The two file formats currently supported for the video lesson type are MP4 and WEBM. For more information about best practices when publishing a video for use as web content, please visit our Content Authoring - Video article.

Instructions

The following instructions begin from the Syllabus Course Settings section of an Online Course build.

1. Click the Add Learning Object button

  • The button is located in the Outline Chapter 1 section of the Syllabus Course Settings block.
  • This action will open a pop-up window.

Note: You can rename Chapter Names. Chapter "#" is the default naming convention assigned.

2. Select the Learning Object Type: Video
  • From the Add Learning Object pop-up window, choose the Video option by clicking its radio button or icon, then click the Next button.

3. Add Learning Object: Video Settings 

  • Video Learning Object Settings are divided into three sections: General, Video, and Subtitles.
  • Click the Apply button to save the Learning Object and close the pop-up window.

Setting Section: General

Setting Details
Name

Enter the Video's Name. This is a required field. The Name is visible in both the Admin and Learner interface.

Description Optional: Enter a Description. The Description provides details about the Learning Object. It is visible in both the Admin and Learner interface.
Notes Optional: Administrators can add notes about the Learning Object in this field. The information entered here will only be visible within the Admin experience.
Disable Seeking  This ensures that Users are not able to fast-forward forward through the video, possibly skipping the content. This will, however, also limit Users from going back to watch a particular part again if they missed something. Click the toggle button to change the status setting.
  • If ON = Learners cannot change the video timeline. (Does not work on all devices)
  • If OFF = N/A

If Disable Seeking is set to ON, an additional setting “Allow seeking after lesson is complete” becomes available. If enabled, the Learners will not be able to skip through the video until they have watched it in full.

Note: Disable Seeking does not work on all devices, but it does prevent seeking in most modern browsers. This option cannot be enforced 100% due to browser based restrictions around HTML5 video. If you are planning to use this option we recommend that you test it on the browsers/devices that you plan to use in order to confirm that it will work as expected.

Disable Seeking.png

 

 

Setting Section: Video

Setting Details
Video Width

Optional: Enter the preferred pixel video width.

Note: The video will default to its published setting if left blank.

Video Height

Optional: Enter the preferred pixel video height.

Note: The video will default to its published setting if left blank.

Poster A poster allows for an image to be viewed prior to the video starting. Click the radio button to select an option:
  • If File = Click the Choose File button to upload a new image.
  • If URL = Enter an image URL address
Video Sources 

Label: Enter a label to help identify the video.

Source: Click the radio button to select an option:

  • If File = Click the Choose File button to upload a new image.
  • If URL = Enter an image URL address

While it's only necessary to add one, you can choose to add multiple versions of your file. This can make it possible for your learners to switch between different resolution options (4K, HD, SD, SVGA, VGA, etc.).

Setting Section: Subtitles

Setting Details
Transcribe Video

Click the toggle button to change the status setting. 

  • If ON = The video lesson will automatically transcribe into text and data contained in the transcription will also be searchable on the Learner Experience
  • If OFF = N/A

Note: Transcribe Video is a new feature introduced in the refreshed Admin Experience, this feature is also known as Absorb Pinpoint. To learn more about enhancing your video content, check out the Absorb Pinpoint article.  

Subtitles

Click the Add Subtitles button for options to add a .vtt subtitle file. It is possible to transcribe the video in one language, and provide subtitles in another language.

Note: If you need to create a Subtitle file, one online option you may want to try is amara.org. 

Language Click the drop-down menu to search for and select an identifying language.
Source 

Source: Click the radio button to select an option:

  • If File = Click the Choose File button to upload a new image.
  • If URL = Enter an image URL address

4. Click the Apply button to save and close the Learning Object. This action will close the Object Lesson pop-up window.

Watch: Example

How to Add a Learning Object > Video Type:

video.gif


Task

Tasks are most often used to manage tasks that are to be performed outside of the LMS, but allows for a  completion to still be tracked in the LMS. For example, a Task could be used to direct a Learner to take a tour of the office. 

Instructions

The following instructions begin from the Syllabus Course Settings section of an Online Course build.

1. Click the Add Learning Object button

  • The button is located in the Outline Chapter 1 section of the Syllabus Course Settings block.
  • This action will open a pop-up window.

Note: You can rename Chapter Names. Chapter "#" is the default naming convention assigned.

2. Select the Learning Object Type: Task
  • From the Add Learning Object pop-up window, choose the Task option by clicking its radio button or icon, then click the Next button.

3. Add Learning Object: Task Settings 

  • Task Learning Object settings are divided into two sections: Details and Messages.

Setting Section: Details

Setting Details
Name Enter the Task's Name.  This is a required field.  The Name is visible in both the Admin and Learner interface.
Description Optional: Enter a Description.  The Description provides details about the Learning Object.  It is visible in both the Admin and Learner interface.
Task is Scored

Click the toggle button to change the status setting. 

  • If ON = The Task can be scored or weighted.
    • Grade to Pass: Enter a number to represent the percentage required to complete the Task. 
    • Weight: Enter a number to represent the total weight of the Task. 
  • If OFF = N/A

Setting Section: Messages

Setting Details
Allow Notification

Click the toggle button to change the status setting. 

  • If ON = Notification instruction message is enabled. This will notify administrators when a learner has confirmed that their task is ready to be graded or reviewed. 
  • If OFF = N/A
Send Task Notification

Click the checkbox to change the status setting. 

  • If Checked = Task email notification is enabled to alert administrators and track completion. 
  • If Not Checked = Task email is disabled. 
Use Custom Template 

Click the toggle button to change the status setting. 

  • If ON = Click the Edit Template button to modify the default message template.
  • If OFF = The default email will be sent to Learners. 

4. Click the Save button to save the Learning Object and close the pop-up window.

When launching a task lesson, the learner will be presented with a description of the task to be completed. Closing the task will trigger a notification to the Administrator (if enabled for the task). From the learners side, tasks will remain locked in the Not Started status until manually graded or reviewed by an Administrator. The Admin will be able to mark the task as complete via the Tasks Report

Watch: Example

How to Add a Learning Object > Task Type:

Task.gif


Assessment

An assessment is a key component to any course requiring learners to be evaluated on their understanding of the content. Absorb offers built in assessments that allow you to build out a quiz or exam. This guide will go through the details of setting up an exam or a quiz while outlining the various options and customizations provided in order to suit your needs. 

Instructions

The following instructions begin from the Syllabus Course Settings section of an Online Course build.

1. Click the Add Learning Object button

  • The button is located in the Outline Chapter 1 section of the Syllabus Course Settings block.
  • This action will open a pop-up window.

Note: You can rename Chapter Names. Chapter "#" is the default naming convention assigned.

2. Select the Learning Object Type: Assessment 
  • From the Add Learning Object pop-up window, choose the Assessment option by clicking its radio button or icon, then click the Next button.

3. Add Learning Object: Assessment Settings 

  • Assessment Learning Object settings are divided into four sections: Details, Options, Messages, and Questions.

Setting Section: Details

Setting Details
Name Enter the Assessment Name.  This is a required field.  The Name is visible in both the Admin and Learner interface.
Description Optional: Enter a Description.  The Description provides details about the Learning Object.  It is visible in both the Admin and Learner interface.
Assessment is Weighted Assessment Weight values are used to add emphasis to certain assessments over others. Click the toggle button to change the status setting.
  • If ON = The Assessment is considered an exam and will require an Assessment Weight and Grade to Pass value. This score will count towards the learner's final grade in the overall course. 
  • If OFF = The Assessment is considered a quiz and does not require an Assessment Weight and Grade to Pass value. A quiz score will still be tracked by the LMS at the lesson level, but this score will not be tracked or have impact on the overall course score. 

Check out the article Assessment Weighting article for more details. 

Setting Section: Options

Setting Details
Allow Multiple Attempts Enabling this allows you to specify the number of attempts the learner will have to pass. Click the toggle button to change the status setting.
  • If ON = Learners can attempt the Assessment multiple times.
    • Allow Additional Attempts After Pass = Learners can attempt the learning object multiple times after a pass based on highest grade or first passing grade
  • If OFF = Learner will have one attempt. If they fail to meet the Grade to Pass value, the learner will not be able to launch the lesson again. 

Note: You can view the results of each Assessment attempt in the Assessment Report > Answers Report. 

Allow Failure Click the toggle button to change the status setting.
  • If ON = Learners can earn a Failed status for the Assessment.
    • Failure Type = Upon failure of the exam, there are three options: Do Nothing, Allow Retake, or Reset All Lessons
  • If OFF = The Course will remain In-Progress until the Assessment is completed, earning a passing score.

Note: A failure can never be achieved if the assessment is configured to allow unlimited attempts (field is blank). 

Randomize Question Order Click the toggle button to change the status setting.
  • If ON = The Assessment Questions will be presented in random order.
  • If OFF = N/A
Randomize Answer Order Click the toggle button to change the status setting.
  • If ON = The Assessment Answer options will be presented in random order.
  • If OFF = N/A
Show Answers  Click the toggle button to change the status setting.
  • If ON = The correct answer is shown after a Learner answers a question.
  • If OFF = N/A
Show Feedback  Click the toggle button to change the status setting.
  • If ON = A response for each question is shown after it has been answered.
  • If OFF = N/A
Timed Assessment  Click the toggle button to change the status setting.
  • If ON = The Assessment is timed and will expire after the specified duration.
  • If OFF = N/A
Single Page Layout  Click the toggle button to change the status setting.
  • If ON = The Assessment will be displayed in a single-page layout.
  • If OFF = N/A
    • Show Navigation: Click the toggle button to change the status setting.
    • If ON = The Assessment navigation bar is shown.
    • If OFF = N/A

Setting Section: Messages 

Setting Details
Introduction Message Optional: The message entered into this field will be presented to Learners before they begin the Assessment.
Post Message Optional: The message entered into this field will be presented to Learners once they have successfully completed (completed or passed) the Assessment.
Fail Message Optional: The message entered into this field will be presented to Learners if they fail the Assessment.

Setting Section: Questions 

Questions  Check out the Configuring Assessment & Survey Questions or Question Banks & Assessments articles for more details on question settings. 

 

4. Click the Save button to save the Learning Object and close the pop-up window.

Watch: Example

How to Add a Learning Object > Assessment Type:

Assessment.gif

Assessment Results 

A learners' attempts and results can be viewed under REPORTS > ASSESSMENTS

1. Navigate to Reports icon

2. Select the Assessment you wish to view

3. Choose one of the three report options: Summary Report, Assessment Activity, and Answers Report. 

Report Option  Details 
Summary Report  This report displaying stats related to how your users answered each question. It offers information on how many times each question was attempted and the percentage of correct answers for each question. 
Assessment Activity  This report displays on a per-user perspective; you'll see every user enrolled in the course and the score achieved in the assessment.
Answers Report Upon selecting a user, this option will display on the sidebar. This report displays the answer a user noted for each question and whether or not each answer was correct.

 

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Survey

Surveys in Absorb are similar to assessments in that they provide you with a way to collect responses from a learner. The key difference, however, is that there is no right or wrong answer with surveys.

Instructions

The following instructions begin from the Syllabus Course Settings section of an Online Course build.

1. Click the Add Learning Object button

  • The button is located in the Outline Chapter 1 section of the Syllabus Course Settings block.

  • This action will open a pop-up window.

Note: You can rename Chapter Names. Chapter "#" is the default naming convention assigned

 2. Select the Learning Object Type: Survey

  • From the Add Learning Object pop-up window, choose the Survey option by clicking its radio button or icon, then click the Next button.

3. Add Learning Object: Survey Settings 

  • Survey Learning Object settings are divided into four sections: Details, Options, Messages, and Questions.

Setting Section: Details 

Setting  Details
Name  Enter the Survey's Name. This is a required field. The Name is visible in both the Admin and Learner Interface. 
Description  Optional: Enter a Description. The Description provides details about the Learning Object. It is visible in both the Admin and Learner Interface. 

 

Setting Section: Options 

Setting Details
Allow Multiple Attempts Enabling this allows you to specify the number of attempts the learner will have to take the Survey. Click the toggle button to change the status setting.
  • If ON = Learners can attempt the Survey multiple times.
  • If OFF = Learner will have one attempt. 

Note: Leaving the value blank or setting to zero allows unlimited attempts. You can view the results of each survey attempt in the Answers Report & Survey Report. 

Randomize Question Order Click the toggle button to change the status setting.
  • If ON = The Survey Questions will be presented in random order.
  • If OFF = N/A
Randomize Answer Order Click the toggle button to change the status setting.
  • If ON = The Survey Answer options will be presented in random order.
  • If OFF = N/A
Use Answer Based Actions Click the toggle button to change the status setting.
  • If ON = The Learner's Answer can trigger immediate action upon selection. 
  • If OFF = N/A
Allow Scored Answers Click the toggle button to change the status setting.
  • If ON = Allows you to provide feedback and actions based on ranges of total response points.
  • If OFF = N/A
Single Page Layout  Click the toggle button to change the status setting.
  • If ON = The Survey will be displayed in a single-page layout.
  • If OFF = N/A
    • Show Navigation: Click the toggle button to change the status setting.
    • If ON = The Survey navigation bar is shown.
    • If OFF = N/A

Setting Section: Messages

Setting Details
Introduction Message Optional: The message entered into this field will be presented to Learners before they begin the Survey.
Post Message Optional: The message entered into this field will be presented to Learners once they have successfully completed the Survey. 

Setting Section: Questions 

Questions  Check out the Configuring Assessment & Survey Questions article for more details on question settings. 

 

4. Click the Save button to save the Learning Object and close the pop-up window.

 

Watch: Example

How to Add a Learning Object > Survey Type:

Survey.gif


E-Learning

E-Learning modules are a packaged file that can be uploaded into the LMS. They contain course content lessons and modules. E-Learning modules that contain an assessment can be reported on, similar to an assessment in Absorb. E-Learning Modules consist of the following Learning Object Types:

  • SCORM 1.2
  • SCORM 2004
  • Tin Can/xAPI
  • AICC
Instructions

The following instructions begin from the Syllabus Course Settings section of an Online Course build.

1. Click the Add Learning Object button

  • The button is located in the Outline Chapter 1 section of the Syllabus Course Settings block.

  • This action will open a pop-up window.

Note: You can rename Chapter Names. Chapter "#" is the default naming convention assigned

 2. Select the Learning Object Type

  • From the Add Learning Object pop-up window, choose one of the following options by clicking its radio button or icon, then click the Next button.

    • SCORM 1.2
    • SCORM 2004
    • Tin Can
    • AICC

3. Add Learning Object: Settings 

  • Select the update behavior:  Click the radio button to select an option:

    • If New Learning Object = Upload a new e-learning zip package.

    • If Replace an existing lesson = Choose the existing lesson you wish to update, and upload the updated or new zip package. 
  • Lesson Source File (Max. 2 GB): Click the Choose File button to select and upload an e-learning zip package.

Click the Continue button to begin processing the upload file. After the file has fully uploaded into the system, the popup window will update to Edit Learning Object.

Edit Learning Object Settings  

Setting  Details
Title Enter the E-Learning module's Name. This is a required field. The Name is visible in both the Admin and Learner Interface. 
Source The E-Learning zip package that you uploaded in the previous steps will automatically populate here. Most often, it will be named story.html.
Description  Optional: Enter a Description. The Description provides details about the Learning Object. It is visible in both the Admin and Learner Interface. 
Desktop 

Click the radio button to select an option for Desktop display:

  • If Launch in a modal (iFrame) = Object content will launch within the existing browser page.
  • If Launch in a popup = Object content will launch in a new popup window.
Mobile 

Click the radio button to select an option for Mobile device display:

  • If Launch in a modal (iFrame) = Object content will launch within the existing browser page.
  • If Launch in a popup = Object content will launch in a new popup window.
Width 

Optional: Enter the preferred pixel display width.

Note: The E-Learning module will default to its published setting if left blank.

Height 

Optional: Enter the preferred pixel display width.

Note: The E-Learning module will default to its published setting if left blank.

Lesson Contains Assessment 

Lesson Contains Assessment:  Click the toggle button to change its status settings. This toggle will default to "on" when uploading content and will record the Learner's answers as part of their course score.

  • Assessment Weight: Enter a number to represent the weight of the Assessment. The default value is ten (10).

  • Maximum Attempts: Enter a number representing the number of times a Learner can launch the e-learning module. See important notes.

  • If ON = The Assessment (graded quiz or exam built within the e-learning module) counts towards the final score of the Learning Object.
  • If OFF = N/A
Notes  Optional: Administrators can add notes about the Learning Object in this field. The information entered here will only be visible within the Admin experience.

4. Click the Apply button to save your settings, close the popup window, and return to the Course Settings. If you have the View File role permission, you may also select Preview to launch the lesson object in a pop up and confirm it operates as expected.

Example

mceclip0.png

E-Learning Module Assessments & Attempts

There can be two different attempt settings related to an e-learning module assessment

  • The “attempt” value established when creating the e-learning quiz in the content authoring tool (Example: Articulate Storyline)
  • The Maximum Attempts value within the Learning Object settings.

The attempt value dictated by the e-learning module’s published settings is the number of times a Learner can try to complete the quiz/assessment built within the module. The module’s independent rules track this value and its attempts. Absorb LMS does not manage this.

The Maximum Attempts Absorb LMS Learning Object setting is the number of times a Learner is allowed to launch the e-learning module. This value is independent of the e-learning module rules surrounding attempts to complete the quiz/assessment.


Observation Checklist

The Observation Checklist Learning Object is a new Learning Object type introduced in the Admin Refresh Experience. Observation Checklists contain evaluation criteria that a Reviewer can observe and evaluate to ensure a user has the required skills and adequately performs the task at hand. Observation Checklists are a great tool for tracking mentoring type training or on-the-job training. 

Instructions

The following instructions begin from the Syllabus Course Settings section of an Online Course build.

1. Click the Add Learning Object button

  • The button is located in the Outline Chapter 1 section of the Syllabus Course Settings block.

  • This action will open a pop-up window.

Note: You can add the Observation Checklist to a new Chapter or to the existing Chapter. You may rename Chapter Names or use the default naming convention assigned, Chapter "#". 

 2. Select the Learning Object Type: Observation Checklist 

  • From the Add Learning Object pop-up window, choose the Observation Checklist option by clicking its radio button or icon, then click the Next button.

  • This action will reload the modal to display the Add Observation Checklist Lesson form.

3. Add Learning Object: Observation Checklist Settings 

  • Here, you will configure the Observation Checklist forum. 
  • The Observation Checklist Learning Object settings are divided into four sections: Details, Checklist, Display Results and Messages.  

Setting Section: Details 

Setting  Details
Name Enter the Observation Checklists Name. This is a required field. The Name is visible in both the Admin and Learner Interface. 
Description Optional: Enter a Description. The Description provides details about the Learning Object. It is visible in both the Admin and Learner Interface. 
Competency Award Optional: Click the Competency Awarded drop-down menu and choose a Competency. Then, if available, set the Level.

Note: You cannot build a new Competency in this workflow.  Make sure to build any new Competency content before creating an Observation Checklist Learning Object.

Assign Reviewers

 

A Reviewer is a person responsible for evaluating the User's performance. Click the radio button to select one of the following Reviewer options:

    • Specific: The selected User(s) are permitted to review Learner submitted Observation Checklists. Only Users who have the User > Account > Reviewer option enabled (ON) in their User Profile will display in the drop-down field. You can begin typing the Reviewer's name or Username to select the Reviewer.

    • Supervisor:  The User that is entered into the Learner's Supervisor field of their User Profile will be permitted to review their submitted Observation Checklists. The Supervisor must have the User > Account > Reviewer option enabled (ON) in their User Profile
      • Note: If the User's Supervisor changes before the Observation Checklist is completed, an Administrator will need to Unenroll the User from the Observation Checklist and Enroll the User into the Observation Checklist. This will allow the new Supervisor to access the User's reviewer items. 
    • Groups: Anyone who is a member of the selected Group(s) AND  who also has the User > Account > Reviewer option enabled (ON) in their User Profile.
      • Note: You can select multiple Groups.

Note: Any branding applied to the Learner Experience interface will also be applied to the Reviewer Experience interface. For more information, check out the Templates article. 

Example:

LO-1.png

Setting Section: Checklist

Setting  Details
Section

Click the Add Section button to divide the Observation Checklist steps into separate sections within the same checklist.

Note: You can rename Checklist Sections. "Section #" is the default naming convention assigned

Manage Steps

Click the Manage Steps button to add steps to the checklist. These are the items the Reviewer will complete during the review process. 

  • The button is located in the Checklist section of the Add Observation Checklist pop-up window.
  • This action will update the pop-up window to the Manage Steps dashboard.
  • Remember, a Step is an individual process or action completed by a User (Learner) that a Reviewer will evaluate.
  • From the Manage Steps dashboard, click the Edit button (pencil icon) for Step 1.
  •  

 Example: 

LO-2.png

LO -3.png

Manage Steps Settings: 

Setting  Details
Title

Enter the Step's Title. This is a required field.

Example: "Have the student demonstrate the CDC recommended handwashing technique."

Type

Click the drop-down menu to select the Step Type.

  • If Yes/No = The Reviewer will choose either Yes, No, or N/A as the result.
  • If Observation = The Reviewer will be able to enter a text-based response as the result.
  • If 1-5 Rating = The Review will be able to select a response on a scale of 1-5 as the result.
Instructions for the Reviewer The information entered into this field will appear on the Step to the Reviewer in the Review Experience.
Mandatory

Click the toggle button to change the status setting.

  • If ON = The Step is required to be graded to complete the Review of the Observation Checklist.
  • If OFF = N/A

4. When you are finished configuring the Step, click Save

  • You will return to the Manage Steps dashboard modal, where you can continue to add new, edit, or delete Steps of the Observation Checklist.

Example: 

LO-4.png

5. When you are finished configuring the Step(s) of the Observation Checklist, click Apply

  • You will return to the Add Observational Checklist modal, where you can continue to add new, edit, or delete Sections of the Observation Checklist.
  • Here, you can move onto the Display Results & Messages settings

Setting Section: Display Results

Setting  Details
Display Step Results

If ON= Step results such as section names, step names, and step results will be displayed for the learner. 

If OFF = Step results will be hidden from learners. 

Note: If any of the Display Results options are enabled, the learner will be able to view the Reviewer's name and the Passed or Failed status

Display Attachments

If ON = Attachments and Attachment Comments will be displayed for the learner. 

If OFF = Attachments and Attachment Comments will be hidden from the learner. 

Display Overall Comments

If ON = Overall Comments will be displayed for the learner. 

If OFF = Overall Comments will be hidden from the learner. 

Display Step Comments

If ON = Step Comments will display for the learner. 

If OFF = Step Comments will be hidden from the learner. 

 Example: 

Display Results.png

Learners are able to access results for a checklist lesson in the Learner Experience by interacting with the lesson: 

Learner Experince.png

Setting Section: Messages 

Setting Details
Ready for Review When a learner indicates that they are ready for review, the reviewers assigned to this Observation Checklist will receive a notification. The default notification provides a link to the learner's checklists as well as the landing page for the Reviewer Experience. The default message template can be customized per Observation Checklist. 

Example: 

Ready for Review.png

6. Click the Save button to save your Learning Object settings, close the modal, and return to the Course Settings.

Roles and Permissions 

With this feature, new user types and permissions have been created to support the different phases of administration.

  • Learner Experience:  The User (also referred to as the Learner) is the person who is consuming the training and will be evaluated by the Reviewer. The User will be enrolled into the Observation Checklist, but the only action they will need to perform within the LMS is to select the Ready for Review button when ready. 
  • Reviewer Experience: The Reviewer is the person who will evaluate the User's performance as per the Observation Checklist's instructions.
    • The Reviewer attribute is managed at the User Profile > Account section.
    • Those who have both Admin and Reviewer functions enabled will be restricted to the audience that meets their User Management scope, such as a Department or Group.
  • Admin Experience:  Generally, the Admin is the person who has created the Course and the Learning Objects within.  The Admin establishes Course rules, such as identifying who the Reviewer is for an Observation Checklist.
    Note: Only the person identified as the Reviewer will be able to complete the Reviewer items for that User.

E-Signature

The Electronic Signature feature allows you to require that learners acknowledge or "sign-off" that they have met the specifications of the Course learning path.  This functionality helps you catalog and report proof that a learner has read and accepted; providing the organization with confidence that learners are appropriately identified.

Instructions

The following instructions begin from the Syllabus Course Settings section of an Online Course build.

Remember, if your environment uses SSO to authenticate Users, you must use the Username and PIN confirmation method. Be sure to configure your PIN Collection in the Templates prior to creating the E-Signature.

1. Click the Add Learning Object button

  • The button is located in the Outline Chapter 1 section of the Syllabus Course Settings block.

  • This action will open a pop-up window.

Note: You can add the E-Signature to a new Chapter or to the existing Chapter. You may rename Chapter Names or use the default naming convention assigned, Chapter "#". 

 2. Select the Learning Object Type: E-Signature 

  • From the Add Learning Object pop-up window, choose the E-signature option by clicking its radio button or icon, then click the Next button.

3. Add Learning Object: E-Signature Settings 

  • E-Signature settings are divided into four fields: Name, Description, Electronic Signature Agreement and Method. 

Field Details
Name Enter the E-Signature's Name. The Name identifies the E-Signature to Learners and Admins. 
  • This information is visible in both the Admin and Learner experiences.
  • This is a required field.
Description Enter a Description.  The Description provides details about the Learning Object. Information entered here is visible in both the Admin and Learner experience.
Electronic Signature Agreement  Enter the E-Signature Agreement in the rich-text editor field. Information entered here is visible in both the Admin and Learner experience.
Method  Click the toggle button to select an option:
  • Authenticate:  Users will be required to electronically sign by re-authenticating into the LMS portal with their username and password.  This option cannot be used by learners logging into the LMS via SSO.
  • PIN:  Users will be required to electronically sign by entering their username and PIN.

 

4. Click the Save button to save the Learning Object and close the pop-up window.

 

Watch: Example 

E-Signature.gif

 

How to Configure a PIN for Electronic Signatures 

The use of electronically signing a Course using the PIN method is for clients who employ SSO; however, all clients can elect this choice.

  • Users will have the opportunity to create their own PIN upon their next login after the PIN option is selected for their department Template (or based on department hierarchy).
  • Users who forget their PIN can have their Administrator reset it for them within the edit user page within the Admin site.

1. Click the Setup icon on the left-side Admin Menu, and then select Templates from the sub-menu.  You will be routed to the Templates Report page.

2. From the Templates Report, choose a template by clicking its checkbox.

  • Once checked, click the Edit button from the Actions menu.
  • This action will route you to the template's settings.

3. Click the Settings tab. 

4. Scroll to the Profile block at the bottom of the page. Click to expand. 

5. Click the Require PIN Creation For Electronic Signatures toggle button to change its status. 

6. Click the Save button. 

PIN.png

7. Click the Return to Admin Template button in the top-right corner of the page to return to the Templates Report

 

Important FYI 

  • If your environment uses SSO for User authentication: The use of electronically signing a Course using the Username and PIN method is for clients who employ SSO; however, all clients can elect this choice within the Template of the LMS.
  • E-Signatures support one language per Course, as with Courses. If your environment supports multiple languages, you will need to create individual Courses and E-Signature Learning Objects to support each language.
  • The E-Signature Learning Object can be placed anywhere within the Course Syllabus; depending on the Must Complete settings within the Course:
    • All lessons, in any order
    • All lessons, in order by chapter
    • Exams only

Use Existing

The Use Existing Learning Object feature allows you to use and apply SCORM, TinCan, or AICC files that have already been uploaded into the system to a new or updated Online Course.  This functionality lets you create Online Courses that contain content (Learning Object) that is already distributed through different Courses.

The files that you have permission to view (per your Admin Role settings) will still be visible when configuring the Use Existing Learning Object.  You may also be able to view these files in the new Lessons report located in the Courses Admin menu. 

Note: If Course Visibility has been restricted to specific Admins of a Department(s), then it will also restrict the Lessons included in this course(s) as well. 

Use Case & Instructions

Scenario 1

Multi-Tenant Clients

Organizations that have multiple client Administrators within one LMS, could certainly use this feature to share their content with the clients. Clients could pick and choose the eLearning files from the Re-Use Existing Object, without seeing how other clients are using the content. The clients will be restricted from seeing client-specific files when the Course Administration feature (Course Visibility) is activated. 

Scenario 2

New Hire Training

The Organization creates different training paths for different jobs, that Users must complete within 3 days of being hired. All jobs must take the Employee Handbook, Health and Benefits, and System Administration. In addition to the standard training, the User must take job-specific content. They can pull through the 3 common files within their course using the Re-Use Existing object. 

Instructions

1. Click the Add Learning Object button

  • The button is located in the Outline Chapter 1 section of the Syllabus Course Settings block.

  • This action will open a pop-up window.

2. Select the Learning Object Type: Use - Existing 

  • From the Add Learning Object pop-up window, choose the Use-Existing option by clicking its radio button or icon, then click the Next button.

3. The Lessons report modal will display. From this modal, the Admin can select the file they would like to use in their lesson. Select Next

4. Add Learning Object: Use-Existing Settings 

Field Details
Title Enter the Learning Object's Name. The Name identifies the Learning Object to Learners and Admins. 
  • This information is visible in both the Admin and Learner experiences.
  • This is a required field.
Source  Important: The File radio button will be selected but not editable by default.
After the new Learning Object has been saved and added to the Syllabus, this setting can be adjusted.
Description Enter a Description.  The Description provides details about the Learning Object. Information entered here is visible in both the Admin and Learner experience.
Desktop 

Click the radio button to select an option for Desktop display:

  • Launch in a modal (iFrame) = Object content will launch within the existing browser page.
  • Launch in a popup = Object content will launch in a new pop-up window.

Note: If the eLearning Course is designed to require the User to select a button within the course in order to close it out and provide a completion, then you may want to consider using the Popup option. The Course should always be tested from the User view, to be sure it works as intended. 

Mobile 

Click the radio button to select an option for Mobile device display:

  • Launch in a modal (iFrame) = Object content will launch within the existing browser page.
  • Launch in a popup = Object content will launch in a new pop-up window.
Width  Leaving the width blank will launch the course in full browser width. To override this, enter a new numeric value into the field.
Height  Leaving the height blank will launch the course in full browser height. To override this, enter a new numeric value into the field. 
Lesson Contains Assessment 

This option determines whether or not the Learning Object will count towards the Online Course's final score. 

If ON = Assessment count towards the final score. When toggled ON, the following options will be visible:

    • Assessment Weight: In scenarios where multiple quizzes exist in the same course, you may want to factor each of their scores towards your overall course score. Assessment weight allows you to determine how heavily each quiz will impact your overall course score. If this is set to 0, no score will be passed to any fields that report on the course-level score.
    • Maximum Attempts: Enter a number representing the number of times a Learner can launch the e-learning module. See important notes.

If OFF = Assessment will not count towards the final score.

Notes  This is an optional field where Administrators can add notes about the Learning Object in this field. The information entered here will only be visible within the Admin experience.

 

5. Click Apply to save and add your Learning Object. 

Watch: Example 

Use-Existing.gif

 


Roles and Permissions 

Please note that your environment may use customized Role(s), Permissions, or a combination of both to regulate access to this report.

Admins must have Generated Reports in their Role, in order to export data to Excel or CSV on any Administration page or Report page.

If you have questions or need assistance, please contact your local System Administrator to review your current permission set.

Keep in mind that you may need to adjust Course level Course Administrator permissions.

Role: Section Access Permission(s) Needed
Courses > Online Courses View or Modify permission
Courses > Lessons View or Modify permission

 

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