Glossary of terms

Term

Definition

The process by which a user can regain access to their account if they've forgotten their password or are otherwise unable to login. This typically involves entering their email address, which serves as the default username.

You can group learners based on their job positions, work locations, roles, age, time at the company, and start date.

The way that you organise your company structure and visibility. There are two parts to hierarchy, organisation and sites, also previously known as 'above site hierarchy' and 'below site hierarchy'.

Process of assigning multiple items of content, such as courses, checklists, and surveys to learners on the platform.

A course renewal rule is a rule that you can apply to your courses to automatically reset a course after a set amount of time so that your learners can complete them again.

A division is a section within your company, grouping people based on their roles or where they work. It helps organise different parts of your business. Often these are used to group departments or brands.

A flexible reporting tool that allows you to build and customise reports that sites within dashboards, within Insights.

Insights is a tool that lets you access and analyse reports from your organisation, giving you valuable information to make decisions and plan strategies.

Insights report contains different dashboards that you can use to obtain specific data.

Provides detailed information about the progress, completion, and compliance status of training courses within an organisation. They offer insights into participation, performance, and adherence to training requirements, aiding in monitoring and optimising training programs.

Customisable data field within an administrative tool that allows learners to define and track specific metrics or attributes related to training courses or different products within the platform.

Training records are descriptions or documentation of learning activities or courses that are not directly hosted on the platform but are assigned to individual learner accounts for reporting purposes.

Roles are designations assigned to learner accounts within a system, typically by administrators with Roles Manager permissions. These roles determine learners' permission rights and their inclusion in compliance calculations.

Functionality built in to release courses through phases. Allowing learners to complete the initial courses first in order to move on to the next phase of courses. This is to ensure that learners complete training in a specific order.

Bulk action is a feature that allows administrators to perform mass operations, such as resetting or removing courses, checklists, or appraisals from multiple learner accounts simultaneously.

Courses are linked to orders, which determine the content you can access based upon your contract terms.

Imports refer to the process of adding new learners to the system, which could be either:

Administrators can configure which notifications are sent to which channels such as email, push notifications and activity Centre.

API keys are unique identifiers that grant access to an application programming interface (API). They serve as authentication credentials, allowing authorised systems to interact with the API and access its functionalities securely.

Content added here is displayed alongside our platform privacy policy within the profile menu.

Functionality within the console that allows administrators to customise their platform's branding, layout, and appearance. Administrators can access the Manage Platform area to modify branding elements such as logos, fonts, colours, and background images.

Feature that allows administrators to curate and share short-form content with their community in a feed-based format. Administrators can create feeds by giving them titles, descriptions, and tags to improve discoverability. They can also schedule publication or set expiry dates for feeds.

Learning journeys allow you to group content together from across the platform. They're great for forming inductions, career development frameworks or creating a learning experience around a specific topic, such as a new menu launch.

Channels are located at the top of your platform and within the navigation menu. They serve to group collections of widgets together. You can have as many channels as you require, although we recommend between three and five. If required, access to channels can be limited to a specific user group.

Functionality within the platform where managers can add or remove learners. Depending on your platform configuration, you may also be able to add and remove courses here too.