25.08.2020

Access LMS Release Notes 9.7

Access LMS Release Notes 9.7

This month’s release builds on the functionality we introduced in 9.4 related to monitoring your team’s compliance. We’ve introduced two new default reports designed for monitoring progress and given you the ability to choose whether the data in the My Team area is based around a user’s due dates or their certificate expiry dates. We’ve also made improvements to certificate and assessment functionality, including the ability for learners to complete assessments on a mobile device.

Corresponding guides and videos will be updated or added to the Knowledge Base over the coming weeks.

We have indicated which version number each feature will be released in. To check which version your LMS is currently operating on, please refer to this Help Guide.

Choose how data displays on My Team dials

In our 9.4 Release Notes we introduced the ability to customise the dials shown in the My Team area. You can now choose whether the data shown in the dials is based on a user’s due dates or their certificate expiry dates, depending on which metric you use to monitor compliance across the organisation.

How does it work?

Navigate to the My Team card within Site Settings. Underneath the dial configuration, click the ‘Display RAG status based on’ dropdown menu and choose from either ‘Activity Due Date’ or ‘Certificate Expiry Date’. Click save to apply the changes. The data and RAG status key will then be updated in My Team.

Who can use it?

Super Administrators can configure how the data displays in Site Settings. Line Managers and Administrators can use the My Team area to see an overview of their team’s progress.

Release Version: 9.7.3

New Default Reports

In our 9.4 Release Notes we announced new report fields which allow you to report on due date and certificate expiry status. To make these fields easier to use in your day-to-day reporting, we have created two new default reports which you can find in the Reports area.

How does it work?

Navigate to the Reports area. Click on or search for one of the following reports:

  • Activity Due Date Status Report
  • Certificate Expiry Status Report

Click on the name of the report to run it. In the report viewer, use the filters to refine the results. If you want to add or remove filters, or change anything else about the report, Administrators can click Save As to create a copy of the report which can then be edited.

Who can use it?

The reports are available to Line Managers, Administrators and Super Administrators - the data returned in the report will depend on the user’s reporting scope.

Release Version: 9.7.7

Add an image to a certificate message

You can now add images to activity certificates, making it easier for you to personalise the certificate that learners receive after completing an activity, you can add a logo or a senior manager's signature.

How does it work?

Navigate to the certificates tab of the activity. Enable the certificate if not currently enabled, and set the style and expiry date (if applicable). In the certificate editor, click Insert/edit image on the editing ribbon and then click on the Upload tab. Drag and drop an image into the dotted area or click Browse to upload an image from your computer.

Who can use it?

Administrators and Super Administrators can enable certificates on an activity.

Release Version: 9.7.16

Mobile friendly assessments

Users can now complete assessments on their mobile devices, making it easy for you to test their knowledge on the go.

How does it work?

Registered users can access and complete an assessment on their mobile device. They can work their way through the questions as normal, and can also bookmark questions to return to them at a later point.

Who can use it?

Administrators and Content Creators can create assessments in the Create tab of Content Manager, or by adding diagnostic tools to their basket when building a pathway.

Release Version: 9.7.11

Turn off feedback for assessments

Administrators can configure how much feedback is given to a user upon completion of an assessment. You can now select ‘None’, meaning that users will not receive feedback upon completion but instead will see a thank you screen. This is useful if you want to review your organisation’s assessment results on a large scale before rolling out any further learning solutions.

How does it work?

Create a new pathway using the basket feature or from the Create tab of Content Manager. When adding a pathway assessment, select None from the Amount of feedback given post-assessment dropdown menu.

When this setting is applied, a user will not be redirected to a feedback screen upon completion of the assessment.

This setting can be amended at any time from the Details tab of the assessment.

Who can use it?

Administrators and Content Creators can create pathways with assessments.

Release Version: 9.6.9

Report on Library Structure when reporting on questions

To enhance the reporting for assessments, we’ve added the Question Categories field to the Assessment Attempt and Activity Progress data sources. This will allow you to identify key problem areas as well as focus on individual pieces of content.

How does it work?

Navigate to the Reports area and create a new report using the Assessment Attempt or Activity Progress data source. Build your report as normal and include the Question Categories field which will show the library categories that the assessment is tagged to.

Who can use it?

Reporting Administrators and Administrators can create and edit reports.

Release Version: 9.6.9

Report on Organisation Creation date

You can now filter your data by the organisation date in which it was created. This is especially helpful for enterprise customers who want to run content usage reports based on the dates their customers joined the platform.

How does it work?

Navigate to the Reports area and create a new report using the Activity Progress or User Datafeeds data source. Build your report as normal and include the Organisation creation date field, you can also select the date format that you would like to display. Use it as a filter by navigating to the filter tab and adding in there.

Who can use it?

Reporting Administrators and Administrators (within their allocated reporting scope)

Release Version: 9.6.8

Two-factor Authentication for enterprise customers

To add an extra layer of security to your LMS you can now enable Two-factor Authentication. This means that the user has to enter a code sent to their mobile phone after they log in with their normal user credentials.

How does it work

To enable Two-factor Authentication you need to have a Twilio SMS account. You will be charged for each text message that needs to be sent per login attempt. To enable this go to Site Settings and select Available Features. Choose the Two-Factor Authentication card and set the toggle to 'on'. You then need to fill in the details provided in your Twilio account and click save. The next time a user logs in they will be asked to enter their mobile number and provide the code sent to them.

Who can use it?

Super Administrators can enable this feature in Site Settings. Organisations will need to have a Twilio SMS account to use the mobile authorisation.

Release Version: 9.7.16

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