Skillport 8 Administrator Guide - Skillsoft

1 Skillport 8 Administrator Guide 2015 Skillsoft 1 Skillport 8 Administrator Guide October 2015 2 2015 Skillsoft Skillport 8 Administrator Guide Table of Contents Skillport 8 Administrator Guide 2015 Skillsoft Ireland Limited All rights reserved Skillsoft Corporation 107 Northeastern Blvd. Nashua, NH 03062 603-324-3000 87- Skillsoft (877-545-5763) Printed in the United States of America The software contains proprietary information of Skillsoft Corporation; it is provided under a license agreement containing restrictions on use and disclosure and is also protected by copyright law. Reverse engineering of the software is prohibited. Due to continued product development, this information may change without notice. The information and intellectual property contained herein is confidential between Skillsoft Corporation and the client and remains the exclusive property of Skillsoft Corporation.

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5 This document is provided for information only. Skillsoft makes no warranties of any kind regarding the Skillsoft software, except as set forth in the license agreement. The Skillsoft software is the exclusive property of Skillsoft and is protected by United States and International copyright laws. Use of the software is subject to the terms and conditions set out in the accompanying license agreement. Installing the software signifies your agreement to the terms of the license agreement. 4 2015 Skillsoft Skillport 8 Administrator Guide Table of Contents Skillport 8 Administrator Guide Table of Contents Chapter 1 Getting Started .. 9 New Features in Skillport Administrator .. 9 Search for Assets and Folders .. 14 Search Tips .. 15 Search Configuration.

6 15 Manage Information in Tables .. 15 Resize Panes .. 18 Hyperlinks .. 19 Chapter 2 Users and Groups .. 21 User Roles .. 21 User Privileges .. 22 Important Information about Custom User Privileges .. 22 User Privileges by Role .. 22 Custom User Privileges .. 27 Create a User with Custom User Privileges .. 29 User Management .. 31 Create a New User .. 31 Create a New Group .. 33 Working with Users .. 35 Working with Groups .. 41 Granting Access to Content .. 52 Recurring Assets (Compliance) .. 93 Advanced Compliance .. 100 Overview .. 101 Working with Users .. 103 Working with Demographic Groups .. 110 Learning Programs .. 117 Content .. 126 Questionnaires .. 142 Reports .. 148 Report Types .. 155 Setup .. 163 Advanced Compliance 172 Enrollments and Waivers.

7 176 Enroll Users or Groups .. 176 Approve Pending Enrollment Requests .. 178 Withdraw a User or Group .. 178 Grant Waivers to a User .. 180 Grant Waivers to Multiple Users .. 183 Batch Add/Update (Users & Groups) .. 186 Add or Update Multiple Users (Batch Add) .. 186 Add or Update Multiple Groups (Batch Add) .. 196 Grant Multiple Waivers for a Learning Program (Batch Add) .. 204 Batch Upload Report .. 207 Viewing Batch Upload Reports .. 207 Batch Upload Report Details .. 209 Skillport 8 Administrator Guide 2015 Skillsoft 5 Skillport 8 Administrator Guide Table of Contents Send Email .. 209 Chapter 3 Content .. 213 Library .. 214 The Library .. 214 Library Workflow .. 214 Library Permissions .. 215 Browse the Catalog .. 216 Search the Catalog .. 217 Working with Browse Views.

8 219 Working with Folders .. 227 Working with Series .. 237 Working with Assets in the 242 Learning Programs .. 256 Important Information about Learning Programs .. 256 Learning Program Completion Criteria .. 258 Create a Learning Program .. 258 Copy a Learning Program .. 261 Edit a Learning Program .. 263 View Existing Learning Programs .. 265 Delete a Learning Program .. 266 External Learning Objects (ELOs) .. 267 Create an ELO .. 267 Edit an ELO .. 268 Remove an ELO .. 269 Dialogue Live .. 270 About Dialogue Live Sessions .. 270 Instructor Led Training (ILT) .. 271 Getting Started with ILT .. 271 ILT Course and Session Manager .. 277 Resources .. 305 Upload ILT Content .. 315 ILT Event Journals .. 325 Instructor Features .. 327 Skillsoft Advantage .. 334 About Skillsoft Advantage Content.

9 334 Entitling Skillsoft Advantage Content .. 335 Keywords .. 341 Understanding Keywords .. 341 View Existing Keywords .. 342 Create a Keyword .. 342 Link a Keyword to Assets .. 344 Unlink Assets from a Keyword .. 345 Copy a Keyword's Linked Assets .. 347 Edit a Keyword .. 348 Delete a Keyword .. 349 Evaluations .. 350 Skillsoft Default Evaluation .. 350 Create an Evaluation .. 350 Preview an Evaluation .. 352 Edit an Evaluation .. 353 Copy an Evaluation .. 354 Link an Evaluation to Learning Assets .. 355 Delete an Evaluation .. 357 Credentials .. 358 6 2015 Skillsoft Skillport 8 Administrator Guide Table of Contents Skillport 8 Administrator Guide Create a Custom Credential .. 358 Add or Remove Assets from a Custom Credential .. 361 Edit an Asset in a Custom Credential.

10 363 Edit Information about a Custom Credential .. 364 Activate or Deactivate a Custom Credential .. 366 Delete a Custom Credential .. 367 Skillsoft Publisher .. 368 Skillsoft Publisher .. 368 Upload Passive Content .. 368 Chapter 4 Display .. 371 Configuring the Skillport User Interface .. 372 Sign In Page .. 372 Logout 374 What's New Page .. 374 What's New Page 375 What's New Page Options .. 376 Certificate of Completion Graphics .. 379 Web Site Colors .. 379 Default View .. 380 Sign In/Log Out Page Options .. 381 Navigation .. 383 Navigation .. 383 Quick Links .. 386 Toolbar .. 388 Skins Options .. 389 Registration .. 390 Colors .. 391 Login Text Customizations .. 394 Web Site Settings .. 395 Chapter 5 Configuration .. 397 398 Books24x7 .. 398 inGenius.