Admin Interface

Accounts are a container of groups, users, and the group's courses, learners, and learner results.

The Admin Dashboard consists of a variety of charts and statistics that summarize the course enrollments, certifications, and actions in your account. Need help planning and launching your SmarterU account? Download the SmarterU Implementation...

The Course Builder Dashboard enables you to view and edit the chapters and tasks in your online course.  Check out our blog post to learn how you can create accessible content using the SmarterU Course Builder. New to SmarterU? D...

SmarterU enables you to manage online, instructor-led courses, and SCORM courses. You can add and edit all course types using the Courses Dashboard .  Online courses are taken by learners through SmarterU's learner interface . Each online ...

In order to use this feature, be sure to enable external course submissions for your account. External courses are courses or training outside of SmarterU. When the External Course Submission feature is enabled , learners can record their...

Instructor-led courses are courses that are offered outside of SmarterU. Examples of instructor-led courses include in-classroom training and webinars.  Each instructor-led course can have one or more sessions . A session inherits the set...

Online courses are created in and taken through SmarterU. You can identify online courses in the Courses Dashboard by the  that displays beside the course's name. You can specify a number of different settings for each of your online cour...

SCORM, which stands for Shareable Content Object Reference Model, is a standard for creating eLearning that works with most learning management systems (LMSs) and microlearning platforms. It's become the industry standard for interoperability. ...

The credits functionality gives you a way to control the number of course and/or subscription enrollments for a group. It's useful in situations where groups have to pay for enrollments.   When you require credits for enrollments, one credit i...

A dashboard set is a named configuration that controls what’s displayed on the learner-side interface — the Learner Dashboard. Each dashboard set contains one or more categories (i.e., menus) that contain pages (i.e., screens with information).&...

In order to use this feature, be sure to enable discussions for your account.  Discussion forums enable users to interact with one another online. SmarterU supports two types of discussion forums: adhoc and object . The grid below sum...

SmarterU supports two eCommerce options: integrated eCommerce and external storefronts. Integrated eCommerce allows you to sell courses to your learners directly from SmarterU. Learners browse through your courses and purchase the ones they want ...

SmarterU's email management enables you to manage the content and layout of email templates and snippets . It also enables you to view the email queue to see the emails that have been sent or are pending.

SmarterU supports three kinds of enrollments in the Admin interface: Manual Recommended Automated New to SmarterU? Discover the different ways that you can enroll learners in their training. Manual Enrollments With manual e...

Forms provide a way to get feedback on courses, or responses to other questions you might have.  Forms created with SmarterU's Form Builder are referred to as internal forms . Internal forms can be associated with your courses to collect...

Groups are containers within a SmarterU account that contain courses, learners, and learner results. Groups provide a way to create sub-accounts within your system.

The Knowledge Base is a repository within SmarterU that enables you to store information that is separate from courses. Within a knowledge base you can create and view articles or files. These articles and files can be organized in folders . ...

Check out our Learning Plans Guide to learn more about key learning plan concepts, and the steps for setting them up. Learning plans provide a way to deliver a series of courses to your users. They can be used to track whether users meet compli...

In order to use this feature, be sure to enable licensing for your account. SmarterU's licensing feature enables you to track and map licenses issued by other entities, such as a government agency, with learning plan certifications in your ac...

Organizations provide a way to associate users with entities that are different from the account.  For example, if your account offers courses to members of a professional association, you may want to create an organization for that associat...

In order to use this feature, be sure to enable points and rewards  for your account. You can provide incentive-based rewards to learners. Here's how it works.   You create a point tracker that will be used to track points and...

SmarterU has many different styles of reports. Some of SmarterU's reports are in the form of dashboards.  To access the reports, expand Report Admin on the navigation bar. New to SmarterU? Explore how you can use reports to track learn...

Subscriptions enable accounts to make sets of courses available to users for a defined duration. For example, you may want certain courses to be available to users with the subscription for 6 months.  Each subscription allows you to define one...

Tags  are keywords that you can associate with courses , knowledge base items (i.e., articles and files ), groups , and subscriptions . They provide a way to identify related objects. Within a tag, you can add values  to further id...

Teams provide a way to group users together without having to use groups . For example, you may want to create an Instructor’s team and assign users who are instructors from various groups to that team. Or, you may want to create teams for users ...

Learners and course administrators must have a SmarterU user account. Along with user and profile information , a SmarterU user account is associated with various group permissions and account permissions . These permissions determine what actio...

About Venues and Rooms Venues and rooms are the physical locations where instructor-led courses are held. Venues are the locations where an instructor-led course is held. Venues can contain one or more rooms. These rooms are the specific loca...