Getting started – Part 2: customise LMS for your needs

In this article, you’ll find the settings and features administrators can customise to suit their company’s specific needs.

TABLE OF CONTENTS

1. What user information you need to store

2. Which level of security is important to you

4. Which emails to send to your Learners, and how often

6. How you want to enrol Learners onto courses

7. What LMS can look like for a learner

8. What training information you need to monitor

1. What user information you need to store

The LMS needs some basic details about your users — an email address (or username), plus their first and last name. This is all that’s required to enrol them in training.

You can also add custom fields (such as location or job title) to help group users for easier viewing and reporting. To learn more, see Custom profile fields: what for, how to create, edit, and delete.

These additional fields can be used to create user segments, which in turn allow you to automate enrolments for everyone in a segment via smart enrolments.

2. Which level of security is important to you

The default log-in method uses two factor authentication, this is a combination of username and password with a secure One click log-in link and passcode via email. 

If you want to have an authentication method that requires a user to provide two or more verification factors to gain access to the LMS, see the Atlas Multi-factor authentication guide.

3. How you want to manage your LMS

Administration

The LMS can be managed by one administrator (Account Owner) or a team of administrators.

If you need to create more administrators with different levels of access, see How to create administrators.

The default administrator contact for the LMS is the Account Owner. This means the Account Owner’s details are shown as the training contact in the LMS and all system emails. To change this, see How to change the default administrator contact.

Organisation

In the LMS your company can be managed as one organisation or be divided into organisational segments.

Organisational segments are custom rules that organise your users into groups based on your organisation structure. 

Each segment can be managed by a Segment administrator, see How to create administrators. 

For more information and examples, see What are organisational segments.

4. Which emails to send to your Learners, and how often

The LMS allows administrators to send emails directly to learners.

The platform can send the following automated emails:

• Welcome Email – sent to learners when they are registered 

• Training Reminders – sent automatically to remind learners to complete or renew their training

• Course completion emails - sent after a user successfully completes a course

You can also create custom emails, see How to create custom email templates.

More articles on communication with learners and email set up, see Emails.

 
5. Which course settings are important to you

The Course library shows all the courses iHasco offers. You can search, add courses to, and remove courses from your My Courses list. To learn more, see How to add a course.

Training course settings can be set globally to apply to all courses and individually for specific courses. There are lots of course settings you can change including the pass mark, training interval and expiry dates.

To learn about all the course settings available with links to how to set them, see What are the course settings.

6. How you want to enrol Learners onto courses

Each course can be made available to all users (a training course everyone in the company needs, for example, Fire awareness training) or by enrolment only (a training course for specific roles, for example, Display screen equipment training). To set the availability for an individual course, see How to change the enrolment method.

You can enrol learners onto training courses:

1. One at a time, see How to enrol a learner on a training course.
2. As a group of learners or in bulk, see How to enrol a group of learners on training courses.
3. Using Smart Enrolments, see How to add/remove Smart Enrolments.

7. What LMS can look like for a learner

Administrators have control over what Learners can see and do in their account:

• Do you want your learners to see all iHasco courses in their library? To update the preference, see How to hide/show the Course library.
• Do you want your learners to be able to switch to a different language? To update the preference, see How to hide/show the language preference option.
• Do you want your learners to be able to download and print their certificates? To update the preference, see How to hide/show certificate access.
• Do you want your learners to access Insights (shows their events on the platform, course reviews and ratings)? To update the preference, see How to hide/show Insights.

8. What training information you need to monitor

You can get a quick view of key information at the administrator, course and learner level with the Dashboard and Report cards. To learn more see How to monitor overall compliance.

To print or download reports, see How to download course reports and How to download an Assessment Issues report.

To view and export Events, Reviews and ratings, see How to monitor LMS events and How to monitor learner reviews ratings.