Available for the following plan: Premium, Platinum
Available for the following learning plans: Standard, Plus
Available for the following user access levels: Admin
The Award Management feature allows you to create your organisation's learning trophies that will trigger when a user has met certain requirements. For example, completing any course, or reaching a specific target. You can also use this feature to assign the award to an employee, edit the information, and filter the information displayed. Lastly, you also have a Settings feature that lets you add and/or remove an award tag, assessor, or expiration date.
Getting started
Create an award
- Click the Your Profile button.
- Click the Administer button.
- Click the Awards tab.
- Click the Create button.
- Complete the following fields:
- Award title.
- About this award.
- Select goal for this award:
- Company any course.
- Reach the target.
- Track ongoing learning.
- Click the Add Image button and select the required image.
- Click the Add Content button and selected the required content.
- Click the Save and Exit button.
Assign an award
- Click the Your Profile button.
- Click the Administer button.
- Click the Awards tab.
- Click the award that needs assigning
- Click the Assign button.
- Complete the following fields:
- Learners/groups.
- Due date.
- Click the Assign button.
Add a tag to an award
- Click the Your Profile button.
- Click the Administer button.
- Click the Awards tab.
- Click the award that needs a tag added.
- Click the Settings tab.
- Click the General Settings button.
- Enter the required tags into the Tag field.
- Click the Save button.
Add an assessor to an award
- Click the Your Profile button.
- Click the Administer button.
- Click the Award tab.
- Click the award that needs an assessor added.
- Click the Settings tab.
- Click the General Settings button.
- Enter the required assessor into the Award Assessors field.
- Click the Save button.
Add an award expiration to an award
- Click the Your Profile button.
- Click the Administer button.
- Click the Awards tab.
- Click the award that needs an expiry date added.
- Click the Settings tab.
- Click the Expiration button.
- Set the Do Completions Have an Expiration Date toggle switch to the Yes position.
- Enter either a fixed date or individual completions expire after x date.
- Click the Save button.
Daily activities
Filter displayed awards
- Click the Your Profile button.
- Click the Administer button.
- Click the Awards tab.
- Click the Filter button.
- Enter the desired filters and click the Filter button.
Export data
Export my award list
- Click the Your Profile button.
- Click the Administer button.
- Click the Awards tab.
- Select the awards that you want to export.
- Click the Export as CSV button.
- Click the Export button.
- Click the Export button.
Edit data
Edit an award
- Click the Your Profile button.
- Click the Administer button.
- Click the Awards tab.
- Click the award that you want to edit.
- Click the Edit button.
- Make the required changes and click the Save and Exit button.
Remove data
Remove an award tag
- Click the Your Profile button.
- Click the Administer button.
- Click the Awards tab.
- Click the award whose tag you want to remove.
- Click the Settings tab.
- Click the General Settings button.
- Click the button.
- Click the Save button.
Remove an award assessor
- Click the Your Profile button.
- Click the Administer button.
- Click the Awards tab.
- Click the award whose assessor your want to remove.
- Click the Settings tab.
- Click the General Settings button.
- Click the button.
- Click the Save button.
Remove an award expiration date
- Click the Your Profile button.
- Click the Administer button.
- Click the Awards tab.
- Click the award whose expiration date you want to remove.
- Click the Settings tab.
- Click the Expiration button.
- Set the Do Completions have an Expiration Date toggle switch to the No position.
- Click the Save button.
Delete an award
- Click the Your Profile button.
- Click the Administer button.
- Click the Awards tab.
- Click the award that needs deleting.
- Click the Settings tab.
- Click the Publish/Sharing button.
- Click the Delete button.
- Click the Yes button.
Manage award enrolments
The Award Management module allows you to manage your user enrolments for this trophy. For example, you can add a new user to this award and then send them either an in-platform message or email letting them know they have a new assignment to complete. You can also use this feature to import external enrolment data or export your in platform data if you need an offline copy. You also can assign individual assessors to different users and edit the information if it changes or delete an enrolment record if it is no longer required.
Getting started
The below accordions will walk you through how to enrol users into your award, assign an assessor to specific users, and how to send a notification.
Enrol a user
- Click the Your Profile button.
- Click the Administer button.
- Click the Awards tab.
- Click on the award in which you want to enrol users.
- Click the Report tab.
- Click the Enrol Users button.
- Select the users you wish to enrol.
- Click the button.
- Click the Enrol button.
- Click the Enrol Users button.
Assign an assessor
- Click the Your Profile button.
- Click the Administer button.
- Click the Awards tab.
- Click on the award to which you want to add assessors.
- Click the Report tab.
- Select the users that need an assessor added.
- Click the button.
- Click the Assign Assessor button.
- Select the required assessor and click the Assign Assessor button.
Send a notification
- Click the Your Profile button.
- Click the Administer button.
- Click the Awards tab.
- Click the award that needs enrolment notifications sent.
- Click the Report tab.
- Select the users that need a notification sent.
- Click the button.
- Click the Send Notification button.
- Complete the relevant fields in the In App Notification and Email Notification fields.
- Click the Send button.
Import your enrolments
- Click the Your Profile button.
- Click the Administer button.
- Click the Award tab.
- Click the award that needs enrolments imported.
- Click the Report tab.
- Click the button.
- Click the Import Enrolments button.
- Click or drag a file onto the Upload tile.
- Click the Import button.
Maintain
The below premises will walk you through how to edit an enrolment, how to filter or export the data, and also how to edit and/or delete an enrolment.
Filter displayed awards
- Click the Your Profile button.
- Click the Administer button.
- Click the Awards tab.
- Click the award that needs enrolments filtered.
- Click the Report tab.
- Click the Filter button.
- Enter the desired filters and click the Filter button.
Export your enrolments
- Click the Your Profile button.
- Click the Administer button.
- Click the Awards tab.
- Click the awards that need enrolments exported.
- Click the Report tab.
- Select the users that need exporting.
- Click the button.
- Click the Export button.
- Choose whether to export your child enrolments.
- Click the Export button.
- Click the Export button.
Edit the enrolment details
- Click the Your Profile button.
- Click the Administer button.
- Click the Awards tab.
- Click the award that needs an enrolment edited.
- Click the Report tab.
- Click the button.
- Click the Edit button.
- Make the required changes and click the Update button.
Delete an enrolment
- Click the Your Profile button.
- Click the Administer button.
- Click the Awards tab.
- Click the award that needs an enrolment deleted.
- Click the Report tab.
- Select the users that need deleting.
- Click the button.
- Click the Delete button.
- Click the Delete button.
Explore related content
- Configure how your learning award management report displays This feature allows you to configure your award management display to suit your organisational needs.
- View an overview of a learning award This feature allows you to view your award summary, which covers such details as assigned courses and tags.