It’s Easier Than Ever to Update Learner Records with SmarterU!

Great news! You’ve got the largest cohort of new hires in your company’s history!

Are your training admins and managers as excited as you are about onboarding dozens of new employees? Or do they dread the tedious task of tracking and updating the new learners’ records?

Batch action processing simplifies onboarding — and more!

Each new hire now has to navigate a labyrinth of training, forms, documents, and tasks. And their managers or the training admins have to check off each item as the learner completes it — and confirm each action in the LMS.

Colorful blocks set out on a wooden surface, creating a maze. In the maze are several wooden figures, placed in different sections.

On the one hand, being able to track training and actions — anything from new hires picking up their uniforms to learners uploading the required licenses and certificates — within the LMS is a win for efficiency and accuracy. On the other hand, confirming each and every learner action, one-by-one, is tedious and time-consuming.

That’s why SmarterU made it easy & efficient

You are probably familiar with SmarterU’s learning plans, which makes it easy to assign the same training to a cohort of learners while also personalizing training according to role or even an individual learner’s goals. Now, SmarterU has added a feature that makes it easier than ever to manage multiple learners completing the same required actions.

SmarterU admins and learners’ managers will notice a new menu item, Action Approval. Choosing this opens a newly designed screen that will make admins’ and managers’ record keeping a breeze.

The SmarterU Action Approval screen, showing the learners' name, action, status, certification, confirmed by. The menu showing where to access the Action Approval page is overlaid on top with "Action Approval" highlighted.

Confirm multiple actions at once

You can process and confirm multiple actions at once, saving keystrokes, time, and wear-and-tear on your nerves. Choose to process:

All actions by an individual learner

As part of their onboarding, for instance, each new hire might be asked to upload several licenses, documents, and forms.

All actions of the same type

You’ve issued uniforms to your entire cohort of new front-line employees, for example, and need to confirm that they all received their gear.

An action completed by members of a Home Group

You’re onboarding retail staff for a large store, perhaps, or a fleet of new delivery drivers. All members of the cohort have the same set of activities to complete, such as time in a simulator or practicing tasks under supervision.

Actions pertaining to the same certification

When everyone’s safety or compliance renewal is due at the same time — or your new hires are all doing it as a cohort— you can indicate that they’ve all been given their vision and hearing exams and confirm the action, all at once, for dozens or even hundreds of learners.

The batch approval process is simple. Choose the way you want to filter actions, then select the relevant actions from the list that appears. Click the “+” sign to choose a record, then enter the approval date. That’s it. All of the selected actions are confirmed. Note that any attachments that the confirming manager or admin is providing, such as a sign-off form or report from an observed activity, must be attached to the appropriate records before confirming the batch of actions. 

Filter and process actions by type or status

Close-up of the action panel highlighting the Status column.

The new Action Approval screen enables you to filter actions by type, by learner, or by status:

  • Pending actions haven’t yet been completed by the learner
  • Review status indicates the action is complete and is waiting for confirmation by a manager or training admin
  • Accepted actions have been completed and, when needed, have been confirmed by the appropriate manager

On the same screen, you can view learner attachments — if, say, a learner was required to upload an image of a license or certificate — to ensure that the uploaded document meets requirements.

Make training administration easy with SmarterU

The SmarterU team constantly strives to improve the experience of SmarterU admins and learners. With regular updates and new feature releases, SmarterU is responsive to customer feedback and ahead of the curve in adding innovative features. Our customer support gets consistent raves as well. Check out SmarterU — and boost your efficiency. Contact our experts today!

  • 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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