Learners Portal - Getting Started

Learn about the Learner Portal

1 About the Learner Portal
2 What's available within the Learner Portal?
3 What learners can do in the Learner Portal
4 How Users can update their information
5 Where to find the Learner Portal
6 FAQ’s

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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.

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.

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.

Where to find the Learner Portal

Begin by clicking ‘Profile’ in the top right hand corner of your Platform and then select ‘Switch to Portal Mode’
This will open your Learner Portal

Once in the ‘Learner Portal’ click the 3 dots in the top right corner, this will open the Learner Portal context menu
From the context menu click ‘Switch to Admin mode’
This will take you back to the main page of your Platform

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.

Can I change what tiles are displayed in the Learner Portal?

Yes, you’ll need to contact the Customer Support Team to add or remove any tiles from the learner portal.

The available tiles within the learner portal include: Resume, Course Search, Basket, My Calendar, Messages, My Courses, My eLearning, My Knowledge Documents, My Awards, My Skills Profile, My Evaluations, My Resources, and Payments.

How do I update the company logo?

Some areas within your platform you can update yourself, while others require help from the accessplanit support team. Follow the guidance below:

What you can update yourself:

Checkout Basket logo: Go to Administration → Checkout Options → Training Provider Options → Branding. Open the Header, Footer, or Confirmation Page section, click the Image button in the rich text editor, upload your new logo, and save. You'll need Super Administrator access. https://accessplanit.atlassian.net/wiki/spaces/HG/pages/3431825409
Invoice footer: Go to Profile → Administration → Account Finance Options to customise the footer details yourself. https://accessplanit.atlassian.net/wiki/spaces/HG/pages/83362076
Email Template logos: Edit the individual Email Template, click the Image button in the text editor, upload your logo, and insert it into the template body or header. https://accessplanit.atlassian.net/wiki/spaces/HG/pages/3024945153

What requires the accessplanit team:

Login/landing page logo
Invoice header/heading logo
Browser tab favicon

For these, you'll need to raise a request with the accessplanit support team and provide your new logo file (ideally a .png format).

How do I set up or update the Learner Portal?

The Learner Portal is the interface your Delegates (Users with the "Individual" role) see when they log in. There are several areas you can set up or update, some you can do yourself, and others require help from the accessplanit team.

What you can update yourself:

Company logo in Email Templates — Edit the individual Email Template, click the Image button in the text editor, upload your logo, and insert it into the template body or header. https://accessplanit.atlassian.net/wiki/spaces/HG/pages/3024945153
Checkout Basket logo — Go to Administration → Checkout Options → Training Provider Options → Branding. Open the Header, Footer, or Confirmation Page section, click the Image button in the rich text editor, upload your new logo, and save. You'll need Super Administrator access. https://accessplanit.atlassian.net/wiki/spaces/HG/pages/3431825409
Course Search town/location options — The locations available in the Learner Portal's Course Search are pulled from your Venues. Go to Resources, click Manage, find your Venue, right-click and edit, then scroll down to the Venue section and ensure the correct Town is entered.

What requires the accessplanit team:

Adding or removing Dashboard Tiles — Contact the Customer Support Team to add or remove tiles from the Learner Portal. Available tiles include: Resume, Course Search, Basket, My Calendar, Messages, My Courses, My eLearning, My Knowledge Documents, My Awards, My Skills Profile, My Evaluations, My Resources, and Payments. Please note, tile changes apply platform-wide and cannot be set for individual Users.
Branding and colour scheme — Speak to your Customer Success Manager or the Customer Support Team to update the branding on your Learner Portal. Please note that colour changes will also apply to your platform login page and your "Forgotten your username or password?" page.
Login/landing page logo, invoice header logo, and browser tab favicon — Raise a request with the accessplanit support team and provide your new logo file (ideally .png format).
Date format — The date format in the Learner Portal can be set to a specific format (e.g., dd/MM/yyyy HH:mm) or set to match the user's browser locale. To change this, raise a ticket with the Support Team. https://accessplanit.atlassian.net/servicedesk/customer/portal/2/article/2319613977
Enabling delegate self-service cancellation — If you'd like Delegates to be able to cancel their own bookings from the Learner Portal, contact the Support Team to configure this.