Learning Management Portal

If you are logged into your account, look for the product "Learning Management Portal" in the product dropdown
If you are not logged into your account, click the Login button in the upper right corner.

Searching for User(s)

Single User Management

Multiple User Management

Select "Users"
Select "Bulk manage users"
Select "Download the file template" and at minimum, fill in the * noted required fields. Save spreadsheet
Select "Add/edit users" and browse for file to upload
Select "Import"
Select "Reports" to review bulk upload status. See Reports for more information

Select "Users"
Select "Bulk manage users"
Select "Download full roster" and only leave the users that should be deactivated. Save spreadsheet.
Select "Deactivate users" and browse to upload spreadsheet.
Select "Import"
Select "Reports" to review bulk upload status. See Reports for more information

Note: This action requires a master spreadsheet from the Enterprise HR system or otherwise that has all active users. This action will add, edit and suspend users in one action.
Select "Users"
Download file template. Use this template to take the HR master list and format data to meet this template.
Select "Browse" to upload spreadsheet
Select "Master roster update"
Select "Import" to start process
Select "Reports" to review the bulk actions and related status. See Reports for more information.

Assigning Courses

Select "Assignments" at the top of the page
Complete the form based on the course information and detail specific to your organization
'View Catalog' for a list of all courses available to be assigned. Includes details of expiration and eligibility of course
Type in Course name and the corresponding Course # (also known as Product Code)
Assignment name will be the name presented to users in the CE Organizer. Example; New Hire Pharmacists, 2022 Pharmacy Technician Requirements
'Assignment description' (optional) will display additional information to provide the learner an understanding of the requirements of the assignment
Make sure to fill in start and expiration dates of the assignment

Supplying Course Content

Use this form if you have internal training material that you wish to consolidate to the LMP for assignments to users.
Select "Supplied Courses" at the top of the page

Complete the form based on the course information and detail specific to your organization.
Upload the course material
Determine 'Self-attestation' or 'Quiz'
If selecting Self-attestation, provide the text that you wish to display.
If choosing 'Quiz' provide the key with questions & answers as to be presented. Passing score to be determined by your organization.
Add additional comments or information for TRC Healthcare as needed.
Select "Submit"

Assignment Status

This report provides an overview of assigned courses and related user status. For the date range provided, the report will display which user has completed or not completed the assignment.
Select "Reports"
Select "Assignment Status"
Choose the assignment for reporting
Select the date range for the reporting period.

For a status of "all time" back date the start date to the assignment start date and run to current date.

Assignment Overview

This report provides a display of all your assignments. Compare start, due, and expiration dates across assignments. Drill down into which specific courses are assigned.
Select "Reports"
Select "Assignment Overview"
Select whether to include expired assignments. Default is to only show current assignments.
Select "Run Report"

Pre/post-assessment Comparison

This report will provide a comparison of scores for learners who have completed the pre- and post- assessments for an RxAdvanced program. Review this report to evaluate improvements in your learner’s expertise in a given RxAdvanced subject.
Select the desired RxAdvanced program
Select the date range for the reporting period.
Select "Run report"

Assigned Course Status

This report provides a display of the one or more courses assigned within an assignment. Drill down to how your users are progressing through the assignment: not started, in progress or complete.
Choose the course(s) for status update.
Select the date range for the report
Run Report

First-time Usernames

This report provides a display of users that have not logged in to access the system. You can also use this report to communicate first time logins to your users.
Set date range based upon when users were created.
Select "Run report"

Bulk User Import Activity

This report will provide an overview of your bulk update. Review this report to address any errors in the process and review overall status.
The most recent bulk activity will display at the top; find your bulk update that you recently processed
Review the details in the report

Course Completions

This report provides a view into your learners’ completions of any active course in the catalog (except for CE/CME-in-the-Letter and Live CE/CME courses). You can search for courses regardless of whether the course is part of an assignment or not.
Provide the course # or name.
Select desired date range.
Select “Run report”

User Completions

This report provides a view into all course completions for one of your learners for any 365-day period.
Provide learner information to narrow results to your desired user(s). This can include one or more of the following: Name, Email Address, Employee ID, and Profession.
Set date range.
Select “Run report”

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