Initial Setup Guide

Overview

The initial setup guide has step-by-step instructions and tutorials to gain a basic understanding of the core features of SkillSuite. The purpose of this guide is to simply get you started. More in depth understanding of all the features will come with use and by following more advanced guides.

Objectives:

• Get familiar with the main pages on SkillSuite
• Take a short training course that has been assigned to you
• Create a basic course of your own
• Add a new group
• Add a new user
• Assign a user to a course
• View reports on a course

Once you for the main features of SkillSuite you will need to get users enrolled in your first courses.

In this section:

• Logging in
• Dashboard Overview
• Taking your first lesson
• Creating your first course
• Create your first group
• Add your first user
• Adding a user to a course
• Viewing reports

Logging In

There are a couple ways to login. When your account is first created, you will be sent an email verification. Click the link to enter a new secure password.

After you have created your password, you will be logged in. Afterwards, the most common way login is by visiting https://my.skillsuite.com/

If you have multiple accounts with the same email address, you can easily switch between accounts by clicking on your avatar image in the top right corner > then selecting the proper account you wish to use.

Dashboard Overview

The dashboard is your homepage. All of the most common features and pages that you will be using on SkillSuite are easy to access from here. There are easy to view widgets that help you easily identify what you are working on and what needs your attention.

Organization Quick Overview– easily see how your company and its learners are doing. Are they on track or behind?

Recently Edited Courses- What have you been working on? Easily hop back in to a course to edit and finish where you started.

Upcoming Assignments- Easily see what courses you have been enrolled in and when they are due.

Quick Start Buttons- Create a course, Assign a Course, Add Users, and Create a Group – all with a single click.

Taking your first lesson

To take your first lesson, under My Assignments > click on the “SkillSuite Demo Course”.

From here, the learning portal will load and you can start your first lesson by clicking on “Start Course”. Follow the course and take the quiz to complete your first course.

Introduction to the Course Builder

Course Outline

Hierarchies

The Course Outline is similar to a Table of Contents for your course. Add lessons, sections, and quizzes to layout your course. Let’s look at the hierarchy of terms and define them.

• Course Outline – (similar to a table of contents, where your live lessons and content are organized)
  • Lessons – (Lessons are a grouping of Sections)
    • Sections – (Create dynamic content using the Course Builder and Block Editor)
      • Content Blocks
  • Quizzes – (Assessments can be either graded quizzes or forms)

Creating your first course

Now that you have seen what a course looks like as a student, lets make our own. From the home page, or under the “Courses” tab > click “+ Add New Course”.

Create your first group

SkillSuite lets you organize your entire organization and its learners within groups. Groups can be nested with parent/ child relationships and custom tags. These groups help you visually manage users as well as automate many of the common functions like course enrollments and reporting.

Easily add an edit groups at any time. Any users added at that group can be limited to permissions within that group and their individual user’s role. For example, if I add an Admin User to a group that is 3 levels removed from the top, they will not have access to any group or users above or to the side of their group. They will be able to have admin controls to all users and groups within and below their own group. This gives you the opportunity to keep sensitive information private and for the right people only, while still allowing your team to do their job at their level.

Add your first user

Users are easy to add in SkillSuite. For enterprise accounts, you can integrate and sync with your HR software to add users and remove them. Easily control access and permissions using User Roles. Each user can have one type of user role.

Add a single user:

Add Multiple Users:

If you want to add multiple users at a time, you can upload a CSV file. These bulk adds are done using the “Bulk Create Users” button.

Adding a user to a course

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Viewing reports

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