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Elevate How-to Manual

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Elevate How-to Manual

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A properly implemented Learning Management System (LMS) gives you all the tools you need to be able to distribute, implement, and track your training initiatives.  Many labor intensive tasks which tend to be unreliable or difficult to administer become automatic when using Elevate.  Elevate allows you to distribute Essential Learning courses to your learners, but it also is a powerful tool for distributing your own content, tracking paperwork, and making sure that employees have met their annual requirements.  Elevate is more than a tool for on-line teaching, it is your pathway to automating all employee requirement tracking, event scheduling, AND information distribution all in one package.

In order to properly use a full featured system such as Elevate, you will need to familiarize yourself with its capabilities as well as learn the practical details of how to use the available features.  This WIKI is your jumping off point.  We have a host of documents, video tips, and both live and recorded webinars to help you on your path to LMS fluency.

Unlike traditional documents, these WIKI pages are bi-directional.  Let us know what you think about the available information.  Don't be shy.  Add comments or give us thumbs up/thumbs down ratings.  Tell us how we can improve the documentation right in the documentation itself.  We'll do our best to keep it current and clear for you.

IMPORTANT:  Our How-to manual is loosely grouped around the menus available to administrators in the Essential Learning system.  Please understand that not all functions are available to all roles.  We will make the distinction clear within the text which roles can perform which functions.  Your role can only be changed by your site administrator, not Essential Learning Support.


Chapter Chapter Description
System Requirements

Elevate generally works with most common browser/operating system combinations.  If you experience any problems with a specific PC accessing your LMS or course content, please check this section for the proper browser settings and configuration. 


How to use the online resources

Using an online living manual can be a new concept for some folks.  This section will give you everything that you need to know to get the most out of this combination of written instructions, illustrations, videos, and even downloadable information.


Logging On

You can't use any of the great features of this system without logging on.  This  chapter explains the logon page, what to do if you lose your password, and how to check your system requirements to make sure that your computer can run Elevate.


Learning Menu This chapter features the functionality accessed from the Learning Menu including Course and Event Management, the Course Assembler, Curriculum creation and management, Career Paths, Maintaining your Exam Question pool, Creating and using your Survey Template, and course categories.
Users Menu This chapter explains functionality accessed through the Users menu. This includes User Management, Hierarchy Creation, Enrollment, and maintaining important lists such as Job Titles, Department list, locations, User categories, and user defined fields.
Reports Getting information out of Elevate can be one of the most important aspects of your system. This chapter explains our general reporting features such as report filters and data downloads while also giving an introduction and functional explanation of each report available on your reports tab.
Course Updates Essential Learning frequently releases new courses and posts significant updates to existing ones. The Course Updates report is your one-stop shop for information about recent and upcoming changes to the courses available in your site.
System Elevate will generally work on its own with little or no system maintenance from you, however it is designed to be extremely configurable. This chapter walks you through system configuration elements such as custom navigation setup, system settings, using the announcements feature, css customizations, web services integration, flat file data transfer, file uploads, logo customization, and configuring your welcome page. Please note that many of the subjects covered in this chapter are of a technical nature and should only be attempted by staff who possess the requisite technical knowledge.
Employee Feedback System If you have purchased the Employee Feedback System (EFS) with the LMS, you can use the EFS to collect and track employee satisfaction data.
Enterprise Features If you are using the Enterprise version of Elevate, which allows multiple portals to be grouped together under a single administrative portal, this chapter will introduce you to functionality specific to the Sites Administrator role. 
FAQ and Customer Support Essential Learning does not maintain a specific Frequently Asked Questions list. The nature of questions which we are commonly asked tends to change over time. This page will explain your Essential Learning Support options including access to our knowledge base of customer questions and official answers. Frankly, with a search feature, the knowledge base becomes an "asked questions list" which you can search for questions whether it's frequently asked or not!
Glossary Understanding terms and their use in a given context can go a long way towards clarifying instructions which might otherwise become confusing. Visit this glossary of terms used within Elevate if you ever run into terms that you don't understand. If the word that is unclear in its meaning or usage isn't on our list... leave a comment with the word and we'll clear it up for you and probably add it to the list.
Appendix - I This appendix includes a list of all Recorded Webinars and video training available throughout this documentation wiki.
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  • How do I get it to send me email notification as an Instructor just as it does Supervisor?

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