LMS Features Tour

Compliance & License Management

Meet regulatory standards and keep your team in compliance. Whether for safety, privacy, finance, or healthcare, SmarterU LMS will help you manage your compliance program.

Robust compliance management

SmarterU LMS helps you manage even the most complex regulatory program requirements.

In regulated industries, it’s important to confirm that everyone has met their licensing or compliance requirements and continues to stay in compliance in the future.

For this reason, SmarterU LMS is designed with robust licensing features that help your team meet regulations for even the most complex requirements, anywhere they work.

Two fictitious SmarterU users. Both are smiling and facing forward, one has her arms crossed and the other is holding a tablet and his glasses. On the right hand side, there is a column of three images. From top to bottom, the images are a list of certificates met, not met, near expiration, and total, a dropdown menu indicating a list of regions, and an illustration of a wallet with a small SmarterU certificate coming out of it. On the left hand side, there are three screenshots. One is of SmarterU’s points and rewards menu, one is of a learning plan action, and the third is of the settings window for license expiration.

Manage compliance

Define regulatory requirements and track compliance for all your learners.

Manage licensing

Define and track licensing requirements by agency and region.

Manage certificates

Define branded full- and wallet-sized certificates and automate delivery to your certified learners.

Maintain your safety and quality standards

Manage your compliance program with SmarterU LMS

Mitigate risk, reduce non-compliance costs, and protect your organization’s reputation by ensuring your compliance with regulatory requirements.

Manage your compliance training program

SmarterU LMS is your powerful compliance platform that lets you map to even the most complex requirements.

Create learning plans containing all the online, instructor-led, and external courses and any actions required of your learners, such as uploading verifying identification and having a manager or supervisor validate it.

Specify the re-certification period to have SmarterU LMS automatically enroll learners into the training they need to maintain their certifications and issue warnings when it’s time to re-certify.

A fictitious compliance manager facing forward and smiling as if she is satisfied with SmarterU’s ability to handle her licensing requirements. She is surrounded by several screenshots of SmarterU windows, including the certificate design interface, the license upload screen, a dropdown menu that lists certificates in her program, the mandate level selection screen, and indications of how many certification requirements her learners have met or not met.
Manage your compliance training program with...

Learning plans

Leverage both online training and instructor-led sessions in your compliance program.

Mix both online and instructor-led training in your compliance learning plans. Learning plans may also have a combination of required and elective courses.

A fictitious learner working on his learning plan on his tablet. Beside him, there is a screenshot of what his fictitious learning plan may look like and it includes a mix of SCORM, instructor-led, and online courses. There are three boxes that highlight an example of each course type connected to a line that leads to a zoom-in of what each course style looks like in SmarterU.


Configure action items that you need learners to complete and use supervisory workflows to validate them.

With actions, you can allow or require your learners to upload external documents to prove a previous certification, such as a verification certificate. You can also use them to confirm each learner’s demonstrable competency with a task that may include their supervisor’s approval.

A screenshot of a fictitious learning plan’s requirements. On the learning plan menu, there are two required actions. Each action is highlighted with a square outline that connects to a line showing a zoom-in on each action. One action is private and the other is global.


Set compliance renewal periods that automatically prompt learners to complete their training on your chosen schedule.

Configure your refresh periods to automatically prompt your learners to complete required courses and actions to maintain their certification status.

Automatically notify supervisors before certification expiry and if learners do not complete their required training.

A fictitious learner facing forward and holding her wallet-sized certificate towards the viewer. A screenshot of a fictitious safety certification program on a SmarterU interface is displayed behind her. In front of her, there are two zoom-in screenshots from the interface including the mandate level for her license and its expiration schedule.

Support your culture of safety and quality

Bring high-quality compliance training to your organization to meet regulatory standards and support your safety and quality assurance culture.

Define and manage your regulatory licensing

Track complex requirements with SmarterU LMS

SmarterU's licensing feature lets you track and map licenses issued by other entities, such as a government agency, with learning plan certifications in your account.

Customize your licensing programs

Define agencies and their licensing requirements by region. Then, track the CEU credits learners earn towards the licenses.

As learners complete courses, they'll earn relevant points to the licenses assigned to them through their learning plan. Once the learner meets the requirements for their license, they will receive a confirmation certificate.

A fictitious SmarterU administrator facing forward and smiling with her arms crossed. On her left side, there are screenshots of SmarterU’s point tracker and points & rewards window. On her right side, there are two screenshots of SmarterU windows; one is the areas & regions selection dropdown menu and the other is the edit areas & regions interface.
Customize your licensing programs with...

Multiple agencies & regions

Specify an unlimited number of licensing agencies and each of their regions.

Each listed agency can have multiple operating regions, and each learner can hold multiple licenses across various regions.

A mock branded SmarterU completion certificate beside three screenshots; one is add & edit agencies, one is add & edit areas, and the third is the areas & regions dropdown menu. On the certificate, there is a pink square indicating the place where information from these windows would appear.

Track regulatory requirements

Make each license flexible to regional standards.

Establish the specific regulatory requirements for each agency and region in your compliance program, such as the number of annual CEU credits required to maintain licensing.

A screenshot of a fictitious SmarterU learner profile, a points & rewards menu, a point tracker dropdown menu, and a list of the fictitious learner’s earned safety training points. On the learner’s profile, you can see the certificates that he must earn for his licenses.

CEU credit tracking

SmarterU automatically tracks the CEUs each learner earns towards their license.

When a learner completes a training requirement, SmarterU LMS will automatically increase their CEU credits and add them to the CEU credit requirements for their license.

Three screenshots of SmarterU windows; one is the point tracker dropdown menu, one is the points tracker information menu, and the third is the user list.

Manage your licensing compliance

SmarterU LMS can track CEU attainment towards both regional and national licensing requirements. Consult our learning solutions experts to find the best options for you.

Your learners won’t leave empty-handed

Distribute compliance and license certificates to your whole team

SmarterU LMS certificates are highly-customizable and printable. Give your learners a license certificate that they can use to prove their compliance or licensing.

A mock-up of a branded SmarterU login portal and a branded course completion certificate behind an illustration of a wallet that has a smaller-sized certificate peeking out of the top.

Automatically deliver branded licenses to show onsite

Immediately after your learners complete their compliance training, they’ll receive their certificate.

SmarterU will automatically deliver your customized full or wallet-sized PDF license certificates to your learners upon program or course completion. Your team can prove their compliance immediately, wherever they work.

Customized certificates

Customize the appearance of your completion certificates to reflect your brand and your compliance requirements. These certificates can be unique to each course or program or unified across your LMS.

Automatic delivery

Upon course or program completion, learners will automatically receive a printable full or wallet-sized certificate, including their license ID numbers, letting them return to work immediately.

Expiry dates

Set an expiry date to schedule automatic re-enrollments into your compliance training program so your team always stays certified.

Clear, convenient compliance licenses

Satisfy safety officers, compliance officials, and of course, your learners with branded compliance certificates. Talk to our learning solutions experts about SmarterU’s customizable certificates.

Your team will love how easy it is to stay compliant!

We’re confident that we’ll provide an excellent solution to your licensing needs, but don’t just take our word for it. Hear from a few of the organizations that have found success with SmarterU.

SmarterU’s team helped us get live quickly and effectively. A year after going live on the platform, I can confidently say that the SmarterU service is enabling us to deliver on our 2-year education roadmap ahead of schedule!

Mahran M.
Client since 2015

“SmarterU is a lot more user-friendly than other LMS’s I had used before. I also appreciate the prompt help I always receive when I have questions. Their support system is awesome!”

Marica C.
Client since 2013

“I love SmarterU and the Neovation team. They are always coming up with new ways to make my life easier when it comes to recording and keeping track of more than 700 employees all at different levels of training.”

Caleb B.

“Reliable learning management system and great customer service.”

Marcelo A.
Canadian National Railway
Client since 2017
SmarterU LMS gives you confidence that your team can earn the licenses they need based on their job requirements and, most importantly, stay well-informed about the correct workplace protocols.

Learning solutions experts ready to help!

We’re with you each step of the way as we build a relationship and share in the success of your training program!

Industry-leading LMS support!

We get back to you with practical responses that let you move your day forward — in 30 minutes or less.

Schedule a personalized, no-obligation LMS demo!

When you're ready, start the conversation with one of SmarterU's learning solutions experts! We'll help you find the best way forward with training that empowers your employees and achieves your business goals!

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