Contents

What's new in this release Introduction About online Help SilkRoad Learning Core and optional components Core application Optional components Supported browsers and languages Supported languages Technical support Student Portal Log in page Student Portal user interface Dashboard View three most relevant training items View all your active training from dashboard Administration Importer Importer page Import data into SilkRoad Learning Preview an import View details about imports View an import log Create a mapping from a previous mapping file Toggle and open the Administration Portal My Training View your active training View your training history View both active and history training View your training history report Add a training record to your training history View attachment attached to a training history record Edit a training record Training Details page View online course details View online course prerequisites Launch an online course Remove an online course from active training Review a completed online course or assignment View an online course certificate Print an online course certificate View in-class course details View in-class course prerequisites View materials for an in-class course Enroll in an in-class course Cancel your enrollment in an upcoming in-class course Remove yourself from an in-class course waitlist Course Catalog Access a course catalog View details for a course catalog item Add a course catalog item to My Training Enroll your team members in an online course Remove (cancel) team members from an online course Find in-class courses scheduled during a specific time period Enroll in a class from the course catalog Get on a class waitlist Cancel your enrollment in a class Enroll your team members in a class Cancel a class enrollment for a team member Add a course catalog bundle to your training Shopping Cart Add a course catalog item to your shopping cart Remove a course catalog item from your shopping cart Check out and pay for your shopping cart items Course Catalog (calendar view) Learning Plans Training Reports View a training report Download a training report References My Team page Add a registration for a team member Edit a team member's registration Cancel a team member's registration Add an adhoc assignment for a team member View a team member's Learning Plan View pending approvals for a team member View pending approvals for all team members Approve an enrollment request for a team member Approve enrollment requests for team members Deny an enrollment request for a team member Deny enrollment requests for team members Invoices View an invoice Download an invoice Profile View your profile Change your name on your profile Change your password Change your security questions Select a student group to join Join a private student group Course console Assess Classes Enter attendance, marks, and mastery date for a class Change a class status to Complete Assess Checklists Assign a checklist to a student Assess a checklist for a student Print a populated checklist Administration Portal Administration Portal home page User roles and workgroups Searching for data HTML Editor Adding shortcuts to the home page Learning management Plan Students Students page Student Properties page Add a student Change a password Configure new users Supervisor Subordinate Relationship Define the supervisor/subordinate relationship manually Define the supervisor/subordinate relationships using HR Import Definition Supervisor Data View Restrictions Supervisor Reports Student groups Student Groups page Student Group Properties page Create a student group Add students to a student group Edit membership dates for any qualification membership Set up student side enrollment Training activities Training Activities page Training Activity Properties page Add a training activity Add a certification type to a training activity Add Continuing Education Credits to a training activity Add prerequisites to a training activity Add a cancellation policy/target audience to a training activity Associate a survey to a training activity Add location & contact information to a training activity Associate vendors to a training activity Add materials to a training activity View training activity links Training events Training events and time zones Training Events page Training Event Properties page Training Event Scheduling Rule Properties page Add a training event Copying a training event Copy Training Event window Copy a training event Schedule a training event Create a multi-session training event Scheduling an instructor for a training event Schedule an instructor for a training event on the Planning Board Schedule an instructor for a training event on the Training Event Property page Managing Enrollments Waitlist Managing Self Enrollment – Waitlist Prompt Managing Self Enrollment – Enrollment Cancellation Managing Enrollments – Enrollment Cancellation Reports Managing Enrollments – Enrollment Cancellation Notifications Manage enrollment for a training event Training event groups Training Event Groups page Training Event Group Properties page Add a training event group Schedule a training event for a training event group Manage enrollment for a training event group Planning Board Add an event session Planning Calendar Resource Calendar View or assign resources to a session Resource conflicts Training event conflicts Instructor qualification conflicts Continuing Education Units (CEU) Matrix Assign CEU credits to different groups Assess Assess eCourses eCourse Assessments page Enter New eCourse Cancel an eCourse record manually Assess Training Activities Training Activity Assessments page Assess training activities for students Add an attachment to a student's training activity Assess Training Events Training Event Assessments page Enter, edit, or delete marks for a training event Assess Exams Exam Assessments page Enter, edit, or delete records for student exam assessments Assess Assignments Assignment Assessments page Enter, edit, or delete records for student assignment assessments Assess a checklist in the Administration Portal Unsubmit a checklist Upload a digital record (attachment) to an existing student assignment record View a digital record attached to an assignment record Delete a digital record attached to a student assignment record Assess Competencies Competency Assessments page Enter, edit, or delete records for student competency assessments Assess Requirements Requirement Assessments page Enter, edit, or delete records for student requirement assessments Assess Course Continuing Education Credits (CEUs) Student Course CEUs page Student Course CEUs Properties page Student CEU Properties page Add a CEU credit to a course record Assess Surveys Student Training Event Surveys page Enter survey results for a specific training event Deleting a student record Deactivate student record notifications Approve eCourses ECourse Enrollment Approvals page ECourse Enrollment Approval Properties page Add an eCourse approval Training events Training Event Enrollment Approvals page Training Event Enrollment Approval Properties page Add a training event enrollment approval Approve an enrollment Lockouts Lockouts page Unlock a user Monitor Reports Reports page Report Properties page Add a report Company Report Company Report page Company Report Properties page Create an Administration Report Set and save filters for an Administration Report Create a dynamic student filter for an Administration Report Dynamic Student Filter Administration Report Scheduled reports Create a scheduled report Run a scheduled report on demand (now) View a scheduled report Defining Student Company Reports Add a Student Report Restrict Student Reports to a specific student group or groups Restricting Supervisor Reports Exposing reports to the Student Portal System Reports My Reports My Reports page Dynamic date filters in reports View a report Modify a report Custom Reports Reporting basics Report Queries Modify a system report Activity Activity page Activity Properties page View and monitor login activity View a user's browser and operating system information Training Student Training History page Access, view, and print a student's training history Course Activity Summary View a Course Activity Summary for a student Student Review Access Student Review for a student Direct Qualifications Qualifications page Qualification Properties page Create a qualification Add a certification rule to a qualification Apply the qualification based on membership Apply a qualification to an individual (or exclude) Qualification Category View a list of qualification links Copy a qualification Requirements Requirements page Requirement Properties page Add a requirement Competencies Competencies page Competency Properties page Competency Equivalency page Create a competency definition Equivalencies Creating equivalencies Add equivalencies to a competency Add a competency to a qualification Learning options in the Student Portal Performance objectives Performance Objectives page Performance Objective Properties page Add a performance objective Enabling objectives Enabling Objectives page Enabling Objective Properties page Add an enabling objective Course catalog Course Catalogs page Course Catalog page Add (create) a course catalog in SilkRoad Learning Add a course catalog item to a course catalog Remove a course catalog item from a course catalog Change a course catalog Inactivate a course catalog Delete a course catalog Course catalog item Course Catalog Items page Course Catalog Item page Add a course catalog item to SilkRoad Learning Add a course catalog item to a course catalog (course catalog item method) Change a course catalog item Inactivate a course catalog item Delete a course catalog item Provide a direct link to a course catalog item Content management Workflow Authoring Content objects Content Objects (Development) page Content Object Properties page Add a content object Content Object Authoring page Author a content object Rollup course mastery on completion only Content Templates Templates page Template Properties page Add a content template Features Features page Feature Properties page Add a feature Add a feature to a Content Object Exams Exams page Exam Properties page Exam Rule Properties page Create an exam Surveys Surveys page Survey Properties page Survey Question Properties page Rating Type fields Multiple Choice Type fields Multiple Response Type fields Checkbox (Yes/No) Type fields Date Type fields Short Answer Type fields Long Answer Type fields Create a survey Add a rating question to a survey Add a multiple choice question to a survey Add a multiple response question to a survey Add a checkbox question to a survey Add a date type question to a survey Add a short answer question to a survey Add a long answer question to a survey Assignments Assignments page Assignment Properties page Add an assignment Author an assignment View an assignment Viewing ad hoc assignments or student ad hoc assignments in the Admin Portal Checklists Checklists page Checklist Properties page Add a checklist Copy a checklist Delete a checklist Preview a checklist Print a blank checklist Creating (authoring) a checklist Checklist Authoring page Create (author) a checklist Change checklist content Staging Content Objects (Staging) page Review a content object in staging stage Library Content Library Content Objects (Authored) page View the Content Objects in the Content Library Glossary Bank Glossary Banks page Glossary Bank Properties page Add a glossary term to the Glossary Bank Question Bank Questions page Question Properties page Multiple Choice/Multiple Response template Matching template Fill in the Blank template Add a multiple choice or multiple response question to the Question Bank Add a matching question to the Question Bank Add a fill in the blank question to the Question Bank Copy a question from the Question Bank Media Bank Media/Asset Bank page Media Bank Upload page Add (upload) an asset to the Media Bank Reference References page Reference Properties page Reference Link Properties page Add a reference to the library Import SCORM and AICC Content Import page Import a content object into the SilkRoad Learning library Export Export page Export an eCourse from the SilkRoad Learning library Delivery eCourses eCourses page eCourse Properties page Publish an eCourse Enterprise management Organization Jobs Jobs page Job Properties page Add a job Org chart Organization Units page Org Level pages Create an organization unit Create an org chart (create the top level) Add org level 2 organization units to an org chart Add subsequent org level organization units to an org chart Memberships Memberships page Membership Properties page Add and define a membership for training catalog items Add and define a membership for a course catalog Add and define a membership for checklist assignments Calendar Dates Calendar Dates page Calendar Dates Properties page Add a blocked date to the calendar Global calendar View the global calendar Calendar Rules Calendar Rules page Calendar Rule Properties page Create a calendar rule Cost centers Cost Centers page Cost Center Properties page Add a cost center Certification Types Certifications Type page Certification Type Properties page Fixed Period certification calculations Fixed Period recertification example Changing from end of calendar year rule to fixed period recertification method Create a certification type Admin Administrators Data View Restrictions Administrators page Administrator Properties page Add an administrator Workgroups Workgroups page Workgroup Properties page Add a workgroup Combining workgroup roles Unrestricted roles Define a shortcut Copy a workgroup Users Users page User Properties page Add a user Vendors Vendors page Vendor Properties page Add a vendor Modify a vendor Delete a vendor Venues Venues page Venue Properties page Add a venue Training Locations Training Locations page Training Location Properties page Add a training location Instructors Instructors page Instructor Properties page Instructor Homepage Add an instructor Instructor qualifications Instructor Qualification Properties page Add instructor qualifications Equipment Equipment page Equipment Properties page Add equipment Invoices Invoices page Invoice Properties page Add a payment to an invoice Apply a full refund to an invoice Apply a partial refund to an invoice Community Address Book Address Book page Address Book Entry Properties page Add an address Learning Centers Learning Centers page Learning Center Properties page Edit a Learning Center Forums Forums page Forum Properties page Add a forum Chat Chat Rooms page Chat Room Properties page Define a chat room Notifications Notification types Notification messages, triggers and properties Notification property fields Notifications page Create a message notification Copy a notification Make a recertification notification reoccurring Make a recertification notification course-specific Create an event notification for scheduled reports Create a required training available notification Create a training event start notification Create a training event enrollment pending notification Create a content workflow to staging notification Create a qualification required training notification Create a qualification recertification notification Course deep links Course deep link tags Notification exemptions Exempt certain users from receiving specific notifications Configuration Categories Add a category Add a category Delete a category Titles Add a title Edit a title Delete a title Custom data fields Add a custom data field Edit a custom data field Delete a custom data field Demographics Add a demographic data field Edit a demographic data field Delete a demographic data field Grading types Add a grading type Edit (modify) a grading type Delete a grading type HR Imports Importer page Import data into SilkRoad Learning View an import log Create a mapping from a previous mapping file Utilities Life Suite user interface Preview the new responsive user interface Turn on the new responsive user interface Turn off the new responsive user interface Pre-Defined Import Mapping Reference Media Thumbnail Scan Purge User Purge a user from the system View users purged from the system Settings Company page Access and view global company settings Set or change a global company setting Set or change a user interface setting Enter email addresses of people to notify of upgrades and outages Configure (enable) student ad-hoc assignment Configure categories to appear in alphabetical order in course catalog Configure (enable) team enrollment Configure the tiles on Student Portal homepage Customize the sidebar in Student Portal Turn on (enable) Popular Courses/Recommended Courses panel in Student Portal Turn off Popular Courses/Recommended Courses panel in Student Portal Configure (enable) external authentication Sequencing and navigation Sequencing overview Tracking information Visual display of progress Rollup criteria Activity setting templates Using sequencing rules Primary Objective Default Primary Objective Primary Objective Map Objective Map Local Reference Objective Map Sequencing and navigation rules Sequencing Objective Map Sample Sequencing Objective Map Sequencing Rule Combinations Sequencing rule conditions Local Objective Condition Objective Condition Sequencing rule actions Sequencing Control Modes Cluster Parent Controls Cluster Child Controls Using rollup rules Add a rule condition Rollup Rule Combinations Rollup Rule Conditions Rollup Rule Actions Rollup Considerations Constrain Choice Controls Delivery Controls Limit Conditions Navigation Viewing content with sequencing rules (activity tree) Troubleshooting sequencing rules Using the Troubleshooting skin Using the Content Detail Report Spotlight: Adding eLearning content from outside of SilkRoad Learning Overview Rapid development tools Important definitions Step 1: Importing your content Importing SCORM content Importing AICC content Step 2: Editing an eCourse wrapper Editing the eCourse wrapper Step 3: Adding the eCourse to the catalog Creating a Course Catalog Adding a Course Catalog item for an eCourse or training activity Spotlight: Authoring and working with content Overview Content objects Important definitions Building a content object Step 1: Create the object Step 2: Authoring a content object Step 3: Link activity to content Adding a HTML activity Adding a content object activity Managing objects with categories Content object concurrency management Preview a content object Changing the status of a content object Publish your content Spotlight: Assigning training to students Creating a qualification or Learning Plan Designing a qualification Create a new qualification Using qualifications to assign training Methods of assigning training Using student groups to assign training Personal qualifications Learning Plan view Frequently Asked Questions (FAQ) FAQ: What are a few ways to use SilkRoad Learning? FAQ: How to import a SCORM/AICC package? FAQ: Common report questions FAQ: How to approve enrollments for subordinates FAQ: Common qualifications questions FAQ: Can I add course equivalencies in SilkRoad Learning? FAQ: Training activity: How to add a student to a previous training? FAQ: Can I set up required training for employees? FAQ: How to assign instructors to training events? FAQ: Training event: How to set up a WebEx training event? FAQ: Exam: How to display results to students Release notes (archived) Index