LMS - Settings
Watch our help video on how to set up LMS settings
Configuration
General
To access LMS Settings, Go to Settings (top right corner) > LMS. Configure LMS related settings that affect all courses throughout LMS. Use the various tabs on the right to view other settings.
In the General page of settings, enable the type of courses that your organizations will feature. You can also enable course sharing and enable or disable automatic email notifications.
The 'from address' used for LMS specific notifications can be selected through the "Select the 'from address' to use for all LMS-specific email updates sent to employees." drop-down.
Categories
Courses can be put into different categories. These categories can be created here based on your organization's need. Some default categories that have already been created include General, Human Resources, and Sales. You can use, edit, or delete these as needed.
Create category — Click Add Category button to create a new category.
Create category — Click Add Category button to create a new category.
Delete categories that are not applicable or relevant to your organization.
Grading
Select the type of grading systems you want to allow for your courses. Only the grading systems enabled here will be allowed as a selec choices for the courses you create in the future.
Learn more about Grading in LMS.
Feedback
Giving and receiving feedback is essential for the success of a course. All settings related to feedback can be set here.
Feedback can be given by —If you want only the manager or the learner to be able to give feedback, select Manager or Learner. If you want both to be able to give feedback, enable Both (Manager and Learner).
Feedback can be given — If feedback can be given anytime, select Anytime. If feedback can be given only after the course is completed, select After course completion.
Feedback can be applied to— If feedback can be given only to the trainer, select Trainer. If feedback can be given only about the course, select Course. If feedback can be given for both the trainer and course, select Both (Trainer and Course).
Discussions
During a course, discussions can help clarify many questions and help the learner to grasp content faster.
Configure who can start a discussion. If you would like to allow only the course admin to initiate a discussion during a training course, select Course admin, the same goes for Trainer and Learner. You can select more than one option here.
Reports
Configure who can view reports — If only admin or the trainer can view reports, select either Admin or Trainer. If both the admin and trainer can view reports, enable both.
Extend Service
The Extend Service tab within the LMS service settings allows you to create custom forms for a service and configure them based on your organization’s specific needs. You can create LMS-related forms such as Training Nomination Forms, Workshop Sign-Up Form, and more. Custom buttons can also be added to these forms and placed in the list or record view to perform automated actions, such as executing workflows—these may include email alerts, field updates, checklists, custom functions, and e-sign flows.
For creating Custom Forms and Custom button, refer to Extending a service in Zoho People.Approvals
Set up approvals for streamlining LMS custom form requests that need consent from managers or other employees in the organization. For more information on setting up approvals, refer to Approvals - Overview & Use Cases.
Permissions
Manage Permissions page helps you control key permissions for managing Courses, Learning Plans and E-Material. Specify permissions for creation, sharing, and moderation.
By default, the Administrators can create courses, however if you would like to authorise other users, such as Trainers, or Team leads, you can do so by clicking on the 'Selected users' option. For example. Set Role as Managers to allow only managers to create courses. To allow t
You can also control sharing of courses, and moderation authorisation. If moderation permission is set at Required then, The course trainer or Admin must approve the moderation request before it can be published.
'Allow trainers to create courses' option is available only for Self Paced and Blended Learning courses.
Automation (notifications)
Enable auto-triggered email notifications for significant actions in LMS, enable or disable notifications for course-related events such as a new course published, or an email to notify the reporting managers that their learners have completed a course, etc. Notifications are listed under 4 titles as listed below:
- Course notifications
- Module notifications
- Discussion notifications
- Learning Plan notifications
To enable email notifications for LMS features, go to LMS > Settings (General Tab) > Enable Notification emails for courses checkbox (under Additional Options) and click Save.
Once enabled and saved, you will see a new tab on the right side labelled Notifications.
Now that notifications are enabled, the required automatic email notifications can be enabled or disabled as required.
Reminders
Enable automated reminders for important course-related updates. Notify learners when a course is due or overdue, alert selected members about upcoming batches and sessions, and remind learners to submit feedback. Choose whether the course admin, learner, or trainer should receive the reminder. A default email template is provided for all reminder types, and administrators may edit the content as required.
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