Learners Portal - Getting Started

Learners Portal - Getting Started

Learn about the Learner Portal


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About the Learner Portal

The Learner Portal serves as the interface that Users assigned the "Individual" role will encounter when they log in to the Platform. This portal is specifically designed to provide learners with an intuitive and user-friendly experience, ensuring they have everything they need in one place.

Within the Learner Portal, you can upload and manage all types of training resources, including Documentation, eLearning materials and the User’s Awards/Certificates. Users can use this space to track their progress through various Courses, complete evaluations or feedback forms, and even book new courses directly from the Portal. Additionally, they can easily update their contact information and preferences, ensuring their profiles are always up to date.


What's available within the Learner Portal?

Resume

Allows the User to access the last played eLearning course

Course Search

Allows the User to search for new courses to make a booking’s

Basket

Allows the User to access the Shopping Basket/Checkout to complete any bookings

My Calendar

Allows the User to access the calendar. This is a calendar version of the My Courses tile

Messages

Allows the User to access messages sent to the User - Used for Legacy/Broadcasts

My Courses

Display’s the courses the User is booked onto

My eLearning

Display’s the eLearning courses the User is booked onto, from here they can start their eLearning Courses

My Knowledge Documents

Display’s any Knowledge Document Courses the User. They can access the Documents from this page

My Awards

Display’s any Awards the User has completed, is in progress with, and is targeted on

My Skills Profile

Allows the User to view the progress made against the Skills Profiles assigned to them

My Evaluations

Allows the User to submit pre- and post-Course Surveys about any Courses they have booked

My Resources

Allows the User to view files associated with any Courses they have booked

Payments

Payments allows the User to make Payments towards their Course, this is useful for Partial Payments

 

The tiles available in your Learner Portal may vary depending on your configuration. If you want to add any additional tiles or hide any current ones, this is only available platform-wide and not just for certain Users and can be done by contacting your Customer Success Manager or one of our Customer support Team.


What learners can do in the Learner Portal

In the Learner Portal, individuals can:

  • Search for courses to book (you can use the Course Search to search through Course titles and Course description text).

  • View any Courses that have been booked in the past and are booked in the future.

  • View completed and targeted Awards.

  • Access eLearning Courses and access Knowledge Document Courses.

  • Submit Course evaluations.

  • View files relating to Courses.

There are a variety of Dashboard Tiles available for Users. The tiles are used to navigate around the Learner Portal.

Portal Mode view

Clicking on a Dashboard Tile takes the User to that page. They can return to the Dashboard by clicking on the logo in the top left, or by selecting Homepage from the menu options in the top right.

Portal Mode context menu

How Users can update their information

Learners can view and change their personal information by accessing the My Details option from the menu options.

Details selected in Portal Mode context menu

Any changes the User makes will be reflected in the Administration Platform when viewing this User's details.

Edit Users Profile form

Where to find the Learner Portal

 

  1. Begin by clicking ‘Profile’ in the top right hand corner of your Platform and then select ‘Switch to Portal Mode’

    240203d78974818c4450a89250ed4563-20240911-111557.gif
  2. This will open your Learner Portal

    image-20240911-110432.png

 

  1. Once in the ‘Learner Portal’ click the 3 dots in the top right corner, this will open the Learner Portal context menu

    Portal Mode Menu 3 dots selected
  2. From the context menu click ‘Switch to Admin mode’

    Switch to Admin mode option highlighted in portal mode context menu
  3. This will take you back to the main page of your Platform

    Platform main page


FAQ’s

Can I customise/brand the Learner Portal for my Users?

It is possible to change the branding in use on your Learner Portal!

Please speak to your Customer Success Manager or a member of the Customer support Team to arrange for the branding of your Learner Portal to be updated.

The following areas can be updated:

Please note

These colour changes will also be applied to your platform login page and your ‘Forgotten your username or password?’ page.

 

Can users change their account / employment details within the Learner Portal?

No, users can only update their personal information from the Learner Portal.

Can I change the Town Search options available, within the Course Search of the Learner Portal?

Yes, the options available here are taken from the Venues within your Resources. Go to Resources and click Manage. Find your Venue, right click and edit. Once in the details of the Venue, scroll down to the section for Venue and ensure the correct Town is entered.

 


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