Help

Logging into the Learning Management Portal (LMP)

Managing Users

Searching for User(s)

Single User Management

  • Adding User:
    • Select Users tab
    • Select "Add Users"
    • Fill out the form noting fields with * are required
    • Select "Add User" to save
    • First time username will be displayed for you to provide to the new user
  • Editing/Deactivating User:
    • Select Users tab
    • Search for user using search bar
    • Select the appropriate user from resulting list of user(s) returned
    • Edit profile will allow you to edit user details
    • Deactivate will remove the user from the organization
      • If you need the user added back, please contactus

Multiple User Management

  • Adding Multiple Users
    • 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
  • Editing Multiple Users
    • Select Users
    • Select Bulk Manage Users
    • Select "Download full roster" and edit users as needed. Save spreadsheet.
    • Select "Add/edit users" and browse to upload spreadsheet.
    • Select "Import"
    • Select "Reports" to review bulk upload status. See Reports for more information
    • Deactivate Multiple Users
  • Deactivate Multiple Users
    • 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
  • Master Roster Management
    • 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 and/or Supplying Custom Content

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"
Reports

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.
  • Select "Run report"

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"

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.
  • Run Report

Course Status

  • This report provides a view into the status of any active course in the catalog that one or more users have selected for education. You can search for any course, regardless if the course is part of an assignment or not.
  • Provide the course # or name.
  • Set date range. This will show status of course for that date range.
  • 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
    • Review users that failed; rerun/update as appropriate
    • Ensure all other records were successful