SmarterU LMS Automation: Delegate These 12 Tedious Tasks

The training admin’s job is never done … 

With hundreds of learners to manage, ensuring that each learner is registered for the right training can claim a significant — and tedious — chunk of a training admin’s time.

There are prerequisites to worry about, as well as annual requirements for recertification or to meet industry or legal regulations. In addition, all employees in a particular role might need the same training — on new product features or seasonal promotions, for example. Onboarding new hires is another potential headache.

Keeping track of who needs what training, whether they’re progressing or have completed it, and whose certifications are about to expire can keep a training admin up at night.

Why not let your LMS take care of it?

Your SmarterU LMS automates many of the essential — but time-consuming and tedious — tasks of learning administration:

1. Everyone hates passwords.

Close-up of a sign in screen.

Logging in to several systems and software packages over and over and remembering all those username-and-password pairs? Forget it. With SSO support for connecting from Windows, Google, Facebook, or third-party programs like Okta and OneLogin, admins and learners can sign in once — and get on with their work.

2. Auto-enroll learner groups.

Everyone on a work team or department or in the same job role needs the same training courses. Automatically enroll them. Once. That’s it; you can set up other features, like reminders, for the group too!

3. Manage prerequisites.

While auto-enrolling learners in classes saves time, what happens if they don’t have the prereqs? SmarterU has that covered too. Learners will automatically be guided to complete their prerequisites.

4. Schedule notifications.

Close-up of a smartphone resting on a keyboard. The phone's screen shows an alert for three new email messages.

Let learners know when they’ve been enrolled in a course or prerequisite and when they need to have it completed. Then schedule reminders. Once the reminders are set up for a group of learners, your SmarterU admins don’t have to worry about it again!

5. Re-enroll learners for annual training.

Some regulations require annual training or review of content. Certifications might expire or managers are legally obligated to complete specific compliance training. Whatever the training, enroll the learner once, set an expiration date — and SmarterU takes care of the rest. SmarterU can even re-enroll the learners when their annual refresher is due.

6. Manage webinars.

SmarterU is integrated with leading webinar platforms, including WebEX, GoToMeeting, GoToWebinar, and GoToTraining. And automatic enrollment extends to webinars, making it so easy to monitor capacity, keep a waiting list, check and record attendance and completion — and more. 

7. Secure your exams.

Close-up of a computer keyboard, focusing in on an altered key that shows a lock in a shield.

Ensure that the learners who should be taking a certification exam are the ones taking it. SmarterU’s integration with Integrity Advocate Proctoring adds automated exam proctoring to the list of tedious tasks you can offload to the LMS. Verify identity and monitor participation in online exams and training.

8. Learning plans make life easier.

SmarterU Enterprise plans add a learning plan feature that allows admins to create and assign a comprehensive learning curriculum to a group of learners — all members of a team, for example, or new hires. New managers always need the same seven courses? No problem; just assign them the new manager plan. Combining learning plans makes it easy for managers and admins to personalize training and deliver each learner the courses they need, without complicated or time-consuming enrollments.

9. Keep managers informed.

Managers want regular reports on their direct reports’ training progress. SmarterU lets you set up custom reports, which can be shared with specific people or made available to the learner. You can automate the entire process of gathering the data, creating reports, and delivering them each week to managers, executives, and other training administrators.

10. Ditch data entry.

Close-up of a spread sheet full of numbers. A blue pen is laying on top.

Your HRIS, your LMS, and other systems all store basic data on each employee. All need to be updated when employees are hired or leave the organization. Stop manually provisioning or de-provisioning these user records — use SmarterU’s automated user sync instead. An intelligent import function imports users and categorizes them into groups by job role or other characteristics. A learner can be in multiple groups, and admins can even track which learners belong to different divisions or organizations, such as resellers, distributors, or franchisees.

11. Educate your customers.

Extend automation to your E-commerce by creating users and enabling course access — SmarterU is integrated with leading platforms, including 1ShoppingCart, Magento, PayPal, and Shopify.

12. The sky’s the limit.

Need something else automated? Let your creative juices flow. Then, use SmarterU’s open API and webhooks to build the task. It’s easy; and SmarterU’s top-notch Customer Success team will help you get it done.

Automating routine training registrations is a great way to save time and reduce errors. Your SmarterU LMS can automate all of these tasks — and more. 

Call us today and find out how to delegate these 12 tedious tasks to your SmarterU LMS — and free your training admins to do the work that really matters!

  • SU100 – Introduction to SmarterU
  • SU105 – Structuring Your SmarterU Account
  • SU110 – Course Development Options
  • SU115 – Introduction to Online Courses
  • SU120 – Online Courses: Instructional Tasks
  • SU125 – Online Courses: Quizzing and Exams
  • SU130 – Introduction to SCORM Courses
  • SU135 – Introduction to Instructor-led Courses
  • SU140 – User Management
  • SU145 – Progress Reporting
  • SU150 – Maximizing Recall & Retention

Finally, select the Columns you want to see displayed in the final report.

The Filters do the heavy lifting of parsing the data; Columns show you the results.

For example, franchisors could create a team of all “franchisees” across their network to easily report on their progress.Manufacturers could group all employees in a supervisory role, creating a “Leadership” team.A corporate office could create a team of all branch managers in different cities.

To create teams, Admins start by going to their account profile to specify team names.To add a learner to a team, go to the User Dashboard, edit that user, and add them to one or more teams. Learners can be added to to as many teams as is needed.

Control Fraction Quiz Marks
Three options – Precise, Rounded and Truncated

Set Quiz Availability Windows!
Specify the start and end dates and times when a Quiz can be taken.

Updated! Learner Dashboard

  • event & due date calendar
  • course catalogue for self enrollment

New! Instructor led Training Features

  • self-enroll and get placed on the “waiting list” if the session is full
  • ILT sessions visible on the calendar

New! Enrollment Dashboard

  • historical enrollments
  • recommended enrollments
  • mass enrollments
  • and more!

Course Prerequisites
One of our most frequently requested features is now available! Courses can now have one, or more prerequisites.

Home Groups
Just like high school, every learner now has a home room – a “home group.” This allows you to structure and set admin permissions to manage learners based on their home group assignment.

The Waiting List
Got popular instructor-led sessions? New in the Mercury release is the ability to use and manage waiting lists when your sessions are full.

Knowledge Base Templates
Got structured information such as spec sheets? Create templates with exactly the fields you want, including images, tags, etc.

Knowledge Base Permissions
Set and manage permissions – you can control who can view and edit your Knowledge Base – by group, team or individual user.

Knowledge Base Organization
Create folders to organize and group your files, and “drag & drop” files from one folder to another, using our tree view.

Roles & Certifications
Your learners all have a variety of roles in your workplace, and some of those roles may have specific recurring training requirements. Role Management makes scheduled or recurring training easy to manage.

You have the ability to define unlimited roles, each with their own requirements for certifications and ongoing training.

Role Management Dashboard
Use the Role Management Dashboard to easily manage roles and corresponding certifications.

Role Management Calculation
Track training requirements for your certifications, including recertification periods, expiries and automated notifications.

Role Management Automation
Each user can be given one or more role, and their training requirements are automatically determined!

Branded Emails
All SmarterU’s automatically generated email notices will now be branded with your logo and theme.

Google Apps Integration
SmarterU is now integrated with the Google Apps Marketplace for easy Single Sign On.

Team Management
Identify learners with a common theme and associate them as a “team” across groups! Easiest way to label users into teams such as Leadership, Production Worker, etc.

ATTN: IT FOLK

(non-IT Folk, ignore the following)

If you have firewall rules for any of these domains, contact us to get notified of the new IP addresses:

  • aps.smarteru.com
  • marketplace.smarteru.com
  • scorm.smarteru.com
  • api.smarteru.com

Do you have a login portal that uses an A Record instead of a CNAME? Best change it to a CNAME – instructions here.

ATTN: IT FOLK

(non-IT Folk, ignore the following)

If you have firewall rules for any of these domains, contact us to get notified of the new IP addresses:

  • aps.smarteru.com
  • marketplace.smarteru.com
  • scorm.smarteru.com
  • api.smarteru.com

Do you have a login portal that uses an A Record instead of a CNAME? Best change it to a CNAME – instructions here.

ATTN: IT FOLK

(non-IT Folk, ignore the following)

If you have firewall rules for any of these domains, contact us to get notified of the new IP addresses:

  • aps.smarteru.com
  • marketplace.smarteru.com
  • scorm.smarteru.com
  • api.smarteru.com

Do you have a login portal that uses an A Record instead of a CNAME? Best change it to a CNAME – instructions here.

Enrolled Courses

My Timeline

My Waiting Lists
Will appear if users on waiting lists for ILT courses.

My Learning Plans
Enterprise Accounts Only.

Course Catalog
All courses that are set for self-enroll within at least one of the users groups.

All Courses
All courses that the user is allowed to see and enroll in.

The Knowledge Base
If the user has been given permission to access that account’s Knowledge Base.

You have the ability to define unlimited roles, each with their own requirements for certifications and ongoing training.

Track training requirements for your certifications, including recertification periods, expiries and automated notifications.

Each user can be enrolled in one or more role, and their training requirements are automatically derived!

Create your report profile to give each report a unique name and description, and to set its status.

Create your report profile to give each report a unique name and description, and to set its status.

Export your results to a CSV file for easy data analysis!

Our new Knowledge Base

Knowledge Base Video

Learning Plans

Learning Plans – Detail

UPGRADED! Group & Account Level Reports
Several new features added to our already robust Reporting Suite including the ability to specify visibility levels, and adding email addresses as a custom filter.

UPGRADED! ILT Workscreens
Several new features added to our already robust Reporting Suite including the ability to specify visibility levels, and adding email addresses as a custom filter.

NEW! Quick “User-Add” Feature
Admins or users with the proper permissions can quickly add new users by specifying a minimum amount of information for that new user.

NEW! Automated Group Enrollments
You may now include group courses in SmarterU’s recommended enrollments calculation by enabling the course’s Auto-Enroll setting.

New! Time Zone Support
Specify a default account time zone, and a time zone for each of your users. All dates/times will then be automatically converted to the “viewer’s” time zone.

Store Word docs, Excel spreadsheets, PDFs, PPTs, images, videos, audio files, zipped files, and more.

Got structured information such as spec sheets? Create templates with exactly the fields you want, including images, tags, etc.

Create folders to organize and group your files, and “drag & drop” files from one folder to another, using our tree view.

ILT Course Workscreen

ILT Session Workscreen

NEW! Quick “User-Add” Feature!
We’re introducing a new way to create users.

Quick User-Add will be available from the Users menu. Watch for it!

Automated Recommended Enrollments
Ever wish you could automatically enroll learners in one or more courses when they are added to a group?

Now you can, with our Automated Recommended Enrollments!

Anti-Harassment
Banking & Credit Union Operations
Business Essentials
Coaching & Counselling Employees
Communication
Competency Toolkits
Customer Service
Desktop Computer Skills
Diversity
Ethics
Finance
Health & Wellness
Healthcare
Human Resources
Information Technology

Leadership
Management & Supervision
Managing Change
Marketing
Motivation & Personal Development
Presentation & Facilitation Skills
Project Management
Safety & Regulatory Compliance
Sales
Social Media
Team Building
Telephone Skills
Time Management
Video Production
Workplace Violence

Anti-Harassment
Banking & Credit Union Operations
Business Essentials
Coaching & Counselling Employees
Communication
Competency Toolkits
Customer Service
Desktop Computer Skills
Diversity
Ethics
Finance
Health & Wellness
Healthcare
Human Resources
Information Technology

Leadership
Management & Supervision
Managing Change
Marketing
Motivation & Personal Development
Presentation & Facilitation Skills
Project Management
Safety & Regulatory Compliance
Sales
Social Media
Team Building
Telephone Skills
Time Management
Video Production
Workplace Violence

Domain

Old IP

New IP

*.smarteru.com  

206.45.45.3

216.55.210.3

elearning-academy.net

206.45.45.4

216.55.210.4

scorm.smarteru.com

206.45.45.5

216.55.210.5

integrations.smarteru.com

206.45.45.6

216.55.210.6

legacy.smarteru.com

206.45.45.15

216.55.210.15

google-apps.smarteru.com

206.45.45.6

216.55.210.6

Pamela S. Hogle portrait - woman with short hair, wearing glasses and smiling at the camera

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