Set or change a user interface setting

1. From the navigation bar, click Enterprise>Configuration>Settings.

   The Company page opens.

   

   An administrator sets and maintains global company settings on the Company page.

   Settings

   Name: Type the name of your company.

   Web Alias: The web alias name appears here.

   System Skin Settings

   Default System Skin: Select a specific skin to become the default system skin. The default system skin is the base skin used by SilkRoad Learning when no other skin page is defined by either a company skin or materials skin. SilkRoad Learning provides two interface options: Life Suite and Legacy.

   Company Skin: Select a specific skin to become the company skin. The company skin is the skin used by SilkRoad Learning whenever a default skin is identified.

   Instructor Materials Skin: Select the default content object skin for training activity material attachments viewed from the Instructor My Teaching page.

   Student Materials Skin: Select the default content object skin for training activity material attachments viewed by a student. This skin is used by SilkRoad Learning whenever a student launches training activity material from their training page or from the catalog in the Student/Supervisor Portal.

   Timezone: The default time zone for a site is shown here. This is the company-wide default time zone setting that is used for training event scheduling and when viewing.

   Note: SilkRoad Learning administrators cannot change the time zone setting. Only SilkRoad support staff can change the time zone setting. To request a change to this setting, contact SilkRoad support.

   Mastery Mark Default: Select a mark default to be used if no mastery mark is set for competencies, requirements, or interventions in Qualifications or directly on an activity within a content object used in an eCourse.

   Force End-User License Agreement (EULA) Acceptance: Select whether the EULA defined in the EULA Student skin page is displayed prior to students accessing content from their home page.

   Concurrency Management Enabled: Select this check box to control whether Check-In/Check-Out function is enabled for content object authoring and media bank modification. Setting Concurrency Management to ON forces Check-In/Check-Out control when authoring content objects and modifying media objects. Only objects that are checked out can be modified. Only one user may modify a check-out object at a time. Ability to check-out an object is based on a combination of user privilege and check-out status.

   Enable Multiple Report Windows: Select this check box to control the ability to open multiple report windows when viewing reports. Especially useful for viewing multiple reports for a single student in dynamic reports.

   Contact Info

   Email for Outages and Upgrades: Enter the email address(es) of people to contact when there are system outages and upgrades. Separate each address with a semicolon (;) to send to more than one email address or use your own distribution list.

   Address Line 1-3: Enter the address of your organization.

   City: Enter the city.

   State/Province: Enter the state or province.

   Country: Enter the country.

   Zip/Postal Code: Enter the zip/postal code.

   Telephone: Enter the telephone number.

   Toll Free: If your organization has a toll free number, enter it.

   Cellular: Enter a cellular (mobile) phone if applicable.

   Fax: Enter a fax number.

   Email: Enter an email address.

   Billing Info

   Type billing information for the company.

   Support

   Tech Support Name: Type the name of your company's technical support department. The value you enter appears in the Admin Help window.

   Tech Support Phone: Type the phone number of your company's technical support department. The value you enter appears in the Admin Help window.

   Tech Support Email: Type the email address of your company's technical support department. The value you enter appears in the Admin Help window.

   Notification Settings

   Default Email Format: The default email message format for all users in SilkRoad Learning. Valid options are:

   • Plain Text: Renders email in plain text.
   • HTML: Renders email in HTML.

   Note: This default applies unless a user's email format is implicitly set for his own account, for example on the Student Properties, User Properties, Administrator Properties, or Instructor Properties pages. A user's specific email format setting overrides this company-wide setting.

   Enable Test Mode: Select this check box to turn on notification test mode. When turned on, recipient and sender addresses for all active notifications are replaced with test recipient and sender addresses so that notification messages can be tested and validated.

   Test Mode Recipient Address: Enter the test mode recipient address for all active notifications

   Test Mode Sender Address: Enter the test mode sender address for all active notifications.

   Correspondence

   Notification By: Select the default correspondence method. Options are SilkRoad Learning internal messaging, external email, or both.

   Mail Prompt Options

   Enable popup mail prompt for new messages: Select this check box to enable whether a popup reminder is used to notify users of new mail messages arriving for internal notifications and messages. Otherwise, leave unchecked.

   Refresh rate: Enter the refresh rate for email, in minutes. The default is 1.

   Miscellaneous

   Personal Qualification Title: Type the default label used to describe Personal Qualification within student Personal Development Plan and Reports.

   Enable Community Link: Select this check box to turn on internal mail/notifications or leave it unchecked to turn off internal mail/notifications.

   Content

   Content Workflow Stages: Use this section to set the content workflow to use when developing content in SilkRoad Learning. Workflow stages are used in SilkRoad Learning in content object properties. You can modify the workflow between Authoring (In Development), Staging (Content Review), or Library (Approved Content) and also create specific notifications for the content workflow.

   Click Add to create a content workflow stage. Use the arrow up and down buttons to sequence the workflow stages.

   Default Media Owner Workgroup: If you want to assign a default workgroup to new media after it is initially uploaded to the media bank, click to search for and select one. Otherwise, leave blank.

   Training Activity Types: Click Add to add a training activity type.

   Regional Settings

   Default Language: Select the default language for SilkRoad Learning.

   Short Date: Select the format of the company date (short date) as it will appear in SilkRoad Learning for the language specified in the Default Language field. Each language can have its own short date format.

   Long Date: Select the format of the company date (long date) as it will appear in SilkRoad Learning for the language specified in the Default Language field. Each language can have its own long date format.

   Short Time: Select the format of the company time (short time) as it will appear in SilkRoad Learning for the language specified in the Default Language field. Each language can have its own short time format.

   Long Time: Select the format of the company time (long time) as it will appear in SilkRoad Learning for the language specified in the Default Language field. Each language can have its own long time format.

   Available Countries: Shows the countries available from selection lists in SilkRoad Learning. Click Add to add new countries to the list.

   Account Management

   Account Identification Fields: Account identification fields are used to validate users when they request a password change. Select the specific fields to combine with the LoginCode that users will be required to enter to validate a password change. From the Available list, select one or more fields and move them to the Assigned list.

   Account Verification Mode: Select the mode used to verify accounts. Select one of these options:

   • Security Questions: Forces a user to answer security questions to verify user account.
   • Email Password Reset Link: This is the default and most often used. An active password reset notification must be created to use this function.

   Number of Account Security Questions Users are required to Answer: Type the number of security questions a user is required to answer to verify account.

   Account Security Questions Preview: Click to preview the security questions available.

   User Login Attempts before Lockout: Type the number of attempts. This controls how many failed attempts users have before they will be locked out of SilkRoad Learning.

   Force Profile Completion On FIRST Login: Select this check box to force users to complete their profile prior to first login.

   Force Profile Completion On NEXT Login: Select one of the following:

   • Force Updates to reset ALL users to force completion of all required profile data fields prior to NEXT login.
   • Clear Forced Update to clear forced update and allow all users to login without updating their profile.

   Password Management

   Minimum Password Length: Type the minimal accepted string length for all user passwords.

   Must contain at least one upper and lower case character: To require that a password contain at least one upper and lowercase character, select this check box. Otherwise, leave unchecked.

   Must contain at least one numeric character (0-9): To require that a password contain at least once numeric character, select this check box. Otherwise, leave unchecked.

   Must contain one or more of the following special characters: To specify that a password contain one or more special characters, type those special characters in this text box. Otherwise, leave blank to not require specific special characters.

   Enforce Password History: Type the number of passwords (0 to 24) SilkRoad Learning remembers when users are required to change their password.

   Note: Admin users with edit privilege on user properties have the ability to change any user’s password. Changing a user password in the property sheet is interpreted as part of the password history for the user.

   Password Expiration Period: Type the number of days passwords are valid (defaults to 0, indefinite).

   Password Expiration Warning Period: Type the number of days prior to expiration that users will receive a warning to change their password on login.

   Force Password Change on FIRST Login: Select this check box to force users to change their password prior to first login.

   Force Password Change On NEXT Login: Select one of the following:

   • Force Update to reset ALL users to force completion of all required Profile data fields prior to NEXT login.
   • Clear Forced Update to clear forced update and allow all users to login without updating their profile.

   User Session Management

   Enable Auto Logout Feature: Select this check box to automatically log users out of SilkRoad Learning when session time expires. Otherwise, leave unchecked.

   Session Expiration: Type the number of minutes the session will expire without activity. The minimum value you can enter is 5 minutes.

   Reporting

   Report Logo: To link a company logo to SilkRoad Learning reports, click to search for and upload a logo from the Media/Asset Bank. For best results, the recommended image format and size is a jpeg file that is 165 pixels X 65 pixels.

   Report Title Text - Level 3 Text: Select each of these report levels to set their respective colors.

   View Sample: Click this button to view a sample of how the report will look.

   Reset Defaults: Click this button to reset the custom report settings back to the original defaults.

   Course Catalog Management

   Enable Ecommerce: Select this check box to enable Ecommerce. If enabled, student users can buy course catalog items from the course catalog at the price indicated.

   Note: No transactions can occur until a Paypal partner, merchant, and user account is entered and the processing mode is set to live.

   Partner: Enter the name of your Ecommerce Paypal partner..

   Merchant: Enter the merchant who handles your Paypal transactions.

   User: Enter the user account associated with Ecommerce.

   Processing Mode: Select one of the following:

   • Test: Select this option while in testing mode.
   • Live: Select this option after all your testing is complete, Ecommerce is working correctly, and you are ready to go live with Ecommerce.

   External Authentication

   If configured, external authentication allows students to choose from a list of configured external authentication services or SilkRoad Learning credentials to log into SilkRoad Learning. The selection choice is saved for future logins.

   Name: Displays the name of the external authentication link as set up by an administrator.

   Enabled: Select this check box to enable (turn on) external authentication.

   Link Text: Link text helps students identify which credentials they will use to log into SilkRoad Learning. For example, if Link Text is set to "Your Network ID", the instruction on the login page is "Log in using: Your Network ID".

2. Scroll to the System Skin Settings section.
3. Click User Interface Settings.

   Tip: For definitions of user interface settings, refer to User Interface Settings.

   Catalog Widget: To display the catalog widget on the Student Portal sidebar, check this option. You can then choose to display recommended courses or popular courses. If you choose recommended courses, add them to the Course Catalog Item list and put them in the order you want.

   User Interface Settings: User interface settings control various functions within the selected skin. You can turn settings on or off. The settings are shown in the following table.

   Setting	Description
   Community
   Enable Community Link	Controls whether the Community link appears on the Student Content Viewer.
   Enable Chat	Controls whether the chat function is available.
   Enable Forum	Controls whether the Forum is available.
   Enable Messaging	Controls whether messaging is available.
   Course Catalog
   Enable Team Enrollments	Controls whether a supervisor can enroll subordinates in in-class courses and online courses. If enabled (checked), the team enrollment feature is turned on and team enrollment icon appears in the course catalog. If not enabled, the feature is not available and the icon does not appear in the course catalog.
   Always Show All Categories	If enabled, all available course catalog categories are shown all of the time in the course catalog. If not enabled, the category list can be expanded/collapsed.
   Display Categories In Alphabetic Order	If enabled, shows categories in course catalog in alphabetical order rather than by number of items.
   Student Homepage
   Homepage Menu	Controls the configuration of the Student homepage in the Student portal. You can assign or remove menu items (tiles) on the Student homepage and set the order of the tiles. You can do this for both the Life Suite and Legacy default skins. User interface settings can also be set for each Learning Center’s Student homepage. Note: The My Training menu item must be the first menu item. You can reorder the remaining menu items as you want.
   Show Print Certificate	Controls whether the Print Certificate button appears on the Student homepage.
   Show Training Plan Report	Controls whether the Training Plan Report is available on the Student homepage.
   Show Training History Report Link	Controls whether the History Report button appears on the Training History page.
   Show Add Training Record Button	Controls whether the Add Training Record button is available on the Training History page.
   Show Review Mode	Controls whether the Review Link is available for courses on the Training History page
   Show Token Activation Code	Controls whether Token Activation Code entry is available on the My Training page. Token Activation is used for users to enter tokens provided by their administrator to access eCommerce Catalog Courses
   Show New User Link on the Student Login	Controls whether New User link appears on the login page. New User link allows a user to set up user profile and security questions.
   Use Legacy Checklist	Controls whether the legacy Checklist (pre-2019.2) or new Checklist (introduced in 2019.2) is used.
   Student Reports
   Completion Certification Report	Select a default Completion Certification Report for the Student Portal.
   History Report	Select a default History Report for the Student Portal.
   ECommerce Catalog Invoice Report	Select a default ECommerce Catalog Invoice Report for the Student Portal.
   Course Catalog Invoice Report	Select a default Course Catalog Invoice Report for the Student Portal.
   Learning Plan Report	Select a default Learning Plan Report for the Student Portal.
   Exam Results Report	Select an Exam Results Report for the Student Portal.
   Admin Homepage
   Show Messaging	Controls whether the Messaging tile appears on the SilkRoad Learning Admin home page.
   Show Tasks	Controls whether the Tasks tile appears on the SilkRoad Learning Admin home page.
   Student Content
   Show Exam Results Report	Controls whether the Exam Results Report is available from the Test Summary page.
   Show Next Link	Controls whether the Next link appears on the console banner.
   Show Previous Link	Controls whether the Previous link appears on the console banner.
   Show Glossary	Controls whether the Glossary tab appears on the console menu.
   Show Search	Controls whether the Search tab appears on the console menu.
   Show Study Aids	Controls whether the Show Study Aids tab appears on the console menu.
   Show Features	Controls whether the Features tab appears on the console menu.
   Show Menu Controls	Controls whether menu controls appear on the console menu.
   eBusiness
   Show Ecom Course Description	Controls whether the Course Description appears in the eCommerce Catalog listing
   Small Logo	To add a small logo to the login page and Student Portal home page, click to search for and select an image. For best results, image should be 210 pixels by 72 pixels.
   Large Logo	To add a large logo, click to search for and select an image. For best results, image should be 445 pixels by 196 pixels.
   Welcome Page These settings configure the sidebar on the Student Portal. Leaving any setting blank causes the sidebar to display default values.
   Show Welcome Widget	Controls whether the Welcome panel on the Student Portal sidebar is displayed.
   Title	Enter a title. Leave this field blank to produce this default: Welcome to SilkRoad Learning
   Message	Enter text. This is typically welcome or introductory information. Tip: Some html tags are supported such as <br>, <li>, <ul>, <ol>. Leave this field blank to produce this default: SilkRoad Learning is your personalized learning portal to help you develop new skills, launch courses, enroll in classes, view learning plans, and connect with peers. To get started, launch or schedule courses assigned to you on the My Training page or explore courses available by searching in the course catalog.
   Background	To add a custom background image to the sidebar panel, click to search for and select an image. Tip: To make the image appear after the message, add a few <br> tags to end of message. Leave this field blank to go with default image.

4. Set the setting or change an existing setting.
5. Click Save.