The admins guide to enterprise is a series made up different episodes to assist you, the admin, in your duties for your business area.
The episodes have been created in a logical order for your first time accessing enterprise, however you do not have to review the episodes in order, you may refer to their content as and when you need it.
We recommend you review the episodes whilst being logged into your own enterprise platform so you can follow along.
Episode 1
Welcome and dashboard introduction
Overview:
- Accessing enterprise for the first time
- Enterprise dashboard overview
- System roles
- Support available to you
Episode 2
User data
Overview:
- Upload multiple users using a csv template
- Adding an individual user to the system
- Allocating users to specific cohorts
Episode 3
Email notifications
Overview:
- Review the notification journey for a new account
- Customise messaging for repeat and incomplete courses
- Editing an existing message
- Message history
Episode 4
Automatic course re-set
Overview:
This episode is about automatic course re-set in enterprise, known as repeat training in the enterprise system.
We look at how to setup courses to automatically re-set to be re-taken on a loop over a period of time.
Launch episode 4
Episode 5
Reporting
Overview:
- Cover reporting in enterprise from quick view, to downloading reports
- View the different types of reporting you can see. Such as course enrolment, course completion, self assessment open and closed cases etc.
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