Dashboard Settings, Features, and Tutorials

Adding and Removing Learners

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4 articles by 1 author

Dashboard Admins

Adds, changes, settings and actions for administrators

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4 articles by 1 author

Dashboard Setup and Customization

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9 articles by 1 author

Due Dates, Reminders, and Notifications

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4 articles by 1 author

Learning Journeys

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3 articles by 1 author

Recertification

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7 articles by 1 author

​California Workplace Violence Prevention Course Customization Builder

Overview. If you previously purchased a customized Workplace Violence Prevention course for your organization and would like to discuss enabling the Builder, please get in touch with an Account Manag…

Lyndsay
Updated by Lyndsay

​SSO for Learners and Admins

Microsoft SSO for Administrators is no longer available due to security issues. If you would like to set up Microsoft SAML 2.0, please refer to this article: SAML 2.0 with Microsoft - Manual Configur…

Lyndsay
Updated by Lyndsay

"Select All" and Bulk Action Functions

Select All. To select all Learners on the current page, you will click the box to the left of the word "Name" at the top of your Learners tab to select all Learners on the current page. A Purple Acti…

Lyndsay
Updated by Lyndsay

Downloading Certificates

There are two ways to download a Learner's certificate - bulk and single. The bulk method is best if you need a large number of certificates. You will be emailed a link to download the certificates.…

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Updated by Lyndsay

Edit a Learner's Profile information: Individual and Bulk Updating Learner Details

Unlimited subscribers cannot edit Learner names in the dashboard. Please contact Support with the name change details and the reason for the change.. To make changes to a single Learner from their pr…

Lyndsay
Updated by Lyndsay

Email Template: Notify your Learners of EasyLlama Courses

To ensure a smooth and well-informed training process, it's common for organizations to send an introductory email to their Learners before triggering EasyLlama's notifications. This proactive approa…

Lyndsay
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Guide to a Learner's Training Profile

The Learners Tab in your dashboard shows a lot of high-level information, but when you want more details about your Learner their Training Profile contains a lot of data you may have never noticed. T…

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Updated by Lyndsay

How do I assign courses to Learners who are already in the dashboard?

Courses can be assigned to existing Learners individually or in groups. To assign courses to one Learner:. Go to Learners, search for the Learner, and click on their name to open their profile. Click…

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Updated by Lyndsay

Insights Dashboard Overview

Filters. Insights widgets. Compliance. The Compliance Widget shows you, in percentage format, how many of your Learners are in Compliant* status. Clicking the "Notify all non-compliant" button will t…

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Updated by Lyndsay

Providing Non-Mandatory Courses (Using Kiosk Links)

If you would like your Learners to have access to courses without you assigning them, you can use the Kiosk Link feature , available to PRO and Enterprise subscribers, to allow Learners to assign a c…

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Unassign Function - Removing and Replacing Assigned Courses

Completed courses cannot be removed, replaced, or moved to another Learner's record.. Sometimes the wrong course is assigned, or we need to unassign a course for a variety of reasons. If a wrong cour…

Lyndsay
Updated by Lyndsay

Video Guide: Learner Profile Overview

In this video, we'll walk you through the Learner profile and show you how to access, edit, and utilize its different parts. From the learner's tab on your dashboard, you can open a learner's profile…

Lyndsay
Updated by Lyndsay

Video: California Workplace Violence Prevention Course Customization Builder

Here's a brief overview of our new California Workplace Violence Prevention Course Customization Builder!.

Lyndsay
Updated by Lyndsay

What is a "Preferred Name" in EasyLlama Training?

For a variety of reasons a person may not use their birth name or legal name and prefer not to be addressed by it. Employers may need to use the birth name or legal name for their records, but the Le…

Lyndsay
Updated by Lyndsay

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