Contents

Troubleshooting articles (11)

Troubleshooting: Quality Assurer Cant See Learning Resource Details

Troubleshooting: What do after purchasing eLearning credits

Troubleshooting: No Learning Resources Assigned to a job associated with a user's account

Troubleshooting: Open eLMS Creator not opening

Troubleshooting: Logo too small or squashed

Troubleshooting: No emails being received

Troubleshooting: eLearning course does not 'Complete'

Troubleshooting: Can't Login

Troubleshooting: Can't find learning resource assigned to learner

Troubleshoot: Stopping emails being sent from learners to managers

Cannot Edit in Open eLMS Creator

How-to articles (64)

Add QA Feedback

Add Queries to Form Reporting

Open eLMS AI Articles (16)

Add Open eLMS AI eLearning to a webpage

Add a video avatar to a export video

Edit eLearning created using Open LMS AI (1)

Check a course created by AI

In Screen Navigation (2)

Duplicating sub screens using the Open eLMS AI Editor

Delete sub screens using the Open eLMS AI Editor

Moving topics in eLearning using the Open eLMS AI's editor

Duplicate topics in eLearning using the Open eLMS AI's editor

Delete a topic in eLearning using the Open eLMS AI's editor

Add alt text to images

Add Borders to Media in Open eLMS AI

Add delays to presenting media in Open eLMS AI

Change Opacity of Media in Open eLMS AI

Change padding in text

Change Dimensions of Media in Open eLMS AI

Add URLs and Navigation to Buttons

Change the text background colour

Add captions to buttons using Open eLMS AI

Edit media using Cut, Copy, Paste, Duplicate and Delete in Open eLMS AI's Editor

Add new template using Open eLMS AI Enterprise Version

Change settings within Open eLMS AI Editor

Add sound to a screen using the Open eLMS AI Editor

Add text to a screen using Open eLMS AI Editor

Add a checkbox/radio button question to eLearning using Open eLMS AI's editor

Adding Embed tags within the eLearning using Open eLMS AI's editor

Add buttons to a screen using the Open eLMS AI Editor

Add a video presenter to a screen using the Open eLMS AI Editor

Add YouTube/Vimeo video into eLearning using the Open eLMS AI editor

Add background images to eLearning using the Open eLMS AI editor

Upload a MP4 video into eLearning using the Open eLMS AI editor

Add images to eLearning using the Open eLMS AI editor

Add animations to eLearning using the Open eLMS AI editor

Use Chat GTP to Create eLearning Titles

The difference between versions of Open eLMS AI

Change Quiz Passing Messaging in Open eLMS AI Editor

Creating eLearning using Artificial Intelligence and Open eLMS AI

Add Open eLMS AI eLearning to an Articulate Rise Course

Add Open eLMS AI eLearning to an Adobe Captivate eLearning course

Add Integrated animations to backgrounds

Access Open eLMS AI through Open eLMS

Access Open eLMS AI

Add Power BI Reports and Datasets (not Dashboards!)

Add Users from a Manager role

Adding AI Recommendations to the Site

Add Event Visit Types selectable when adding events

Add Signposting

Add Custom Programme Statuses

Add Event Types selectable when adding events

Add Custom Learning Resource Types

Access Self Service Reporting as a Learner

Access Email History as a Learner

Add query to assign a Learning Resource a Number of Days after Completed

Add expiry data to a learning resource

Add Remove Query to Learning Programme

Add Go1 eLearning Content

Add Skills Monitoring Programme

Add H5P Content

Add/Edit Skills for use in Skills Monitoring Programmes

Add Power BI Course Sets

Adding Power BI Dashboards

Assign and Unassign Learning Resources/Lessons from the Learning Library

Open eLMS Articles (5)

Trainee Training (2)

Run a learning event as a trainee with Zoom/Teams

Example Learner Journey

Administrator (2)

System Setup (5)

Change Branding

Send out emails to let users know the system is launched

Set up default emails

Change the Web Address URL of your LMS

Dashboards

CRON Jobs

Set up Recommendations

Settings

Integrations

Generate an API Endpoint for Open eLMS API

Set up Email Templates

How to use the Audit Area

Organisation (18)

Edit the organisational structure

Set up Trainers/Managers/Teachers etc

Import User Data

Branding Multiple Tenancy Installations

Set up an automated ftp import

Change a role's settings

Impersonate a User

Import Legacy Data

Change a user's role

Add and Manage Jobs

Add/Edit Sub-Departments

How to Add/Edit Companies

Add/Edit Departments

Add Groups

Add/Edit Venues

Add Allow a manager role to add users

Change your company email

Reset a learner's password

Add/Edit Event Types and Event Visit Types

How to Setup the Events Feature

Set up learning default values

Add/Edit Upload Types

Add/Edit Learning Categories

How to use the Learning Resource Maintenance tab

Resource Feedback

Add/Edit Custom Programme Status

Add/Edit Skills

Add/Edit Custom Learning Resource Types

Make Uploaded Data Perishable

Administer Learning (14)

Assign users to managers

Manage Risk Assessment and Audits

Forms - How Administrators use the Sign Off Forms Tab

Add Users

Sign off Training by Administrators

Programmes (Enterprise version only)

Approve Learning Resource Process for Administrators

Approve Event Process for Administrators

How to send Bulk or Individual Emails as an Administrator in Open eLMS

How to Assign Managers/Trainers to Learners in Open eLMS

How to Create and Add Events as an Administrator in Open eLMS

How to create learning resources from the Administrator Role in Open eLMS

How to Create and Add Lessons as an Administrator in Open eLMS

Delete an event

Curriculum Developer (1)

Curriculum Developer Management Tasks (11)

Download Events

Import Events

Assign Events as an Curriculum Developer in Open eLMS

Adding the Zoom App to An Event for Curriculum Developers

Resource Feedback for Curriculum Developers

How to Assign Learning Resources - Curriculum Developer

How to add Programmes/Pathways from the Curriculum Developer Role

How to Assign Events from Curriculum Developer Role

How to Create and Add Events from the Curriculum Developer Role

How to Add Lessons (Bundles) from the Curriculum Developer Role

How to create learning resources in the Curriculum Developer Role

Manage Learning (27)

Sign off Training for Managers

Check learner progress for Managers

Set up a learning event

Assign learning to individual learners

Assign resources to multiple learners (programmes)

Import Bulk Evidence of Learning

Run a learning event as a manager with Zoom

Adding the Zoom App to An Event

View by Programme Screen Overview for Managers

View by Learning Resource Screen Overview for Managers

View by User Screen Overview for Managers

Approve Learning Resource by Managers

Approve Event

How to send Bulk or Individual Emails

How to 'Sign Off' work submitted by a learner - Coach/Trainer or Manager Role

How to Check Learner Progress - Coach/Trainer or Manager Role

How to Find and Filter Reports -Coach/Trainer or Manager

Reacting to Event Alerts if on Waiting List

Record attendance at an event

See your team's calendar

See a team member's certificates

Send a reminder to your team about their learning

See which of your team are behind on mandatory training

Change your password

See announcements

Add someone to your team

Copy an existing lesson

General Functionality (3)

Learning Library (34)

Add Learning Programmes

Add Learning Resources to the Library

Change system labels

Assign learning programmes to groups of learners

Create new elearning

Assign learning resources to groups for learners

Add/Edit Lessons

Set up periodic (aka 'refresher') training

Define a programme's options

Import YouTube Playlist

Log Off the Job Hours carried out on events to learner's programme records

Create Thumbnail and Promo Images for Learning Resources

Creating 'Tracked' and 'Untracked' Learning Resources

How to change the size dimensions of a SCORM resource

Add eLearning using AI Assistance

Add Open eLMS AI Editor Resource

Add H5P Resource

Install from remote library

Import Learning Resources

Import Programmes

Add Skill

Assign Lessons to groups for learners

Custom Fields

Add Forms

WorkFlows

Assign Forms to groups for learners

Add Form Reporting

Assigning Form Reporting Workflows

How to add 'Qualification' - Programme

Import JSON Formatted Programme Files

Assign Learning using the Query Builder

Disable (archive) a learning resource

Upload a SCORM course

Add a quiz to a lesson

Reporting and Emails (11)

Export ILR data to the hub

Use default reports

Create custom reports

Remove automated emails

Custom Reports

Report Templates (forms)

Add Data Tables

Add Graphs

Export completion data

Send a reminder to learners with overdue learning

Email a group of users

Login and Registration (3)

Get admin access

Link Microsoft Teams for Learners

Accessing Open eLMS on you mobile device

How to Create and Add Events from the Manager Role in Open eLMS

Create the Admin/Manager Role

Download eLearning

Resetting QR Codes

Create Lessons which are Available for Self Enrolment

Link Learning

Open eLMS Forms: Complete User Guide

Change the recording of accessing Open eLMS Catalogue when integrating with the Xero API

Change the version of Open eLMS Creator used when integrating with the Xero API

Access Discussion Forums

Change the recording of a membership service when integrating with the Xero API

Sync ILR Information with Learner Programmes

Skills Monitoring Setup Guide

Set up configuration settings

How to Sync ILR Information with Learner Programmes

Change whether billing is charged for by time period v's number of students registered when integrating with the Xero API

Import Users from a Manager role

Context Sensitive Help

Manage the Power BI Dataset

Create a programme using AI

Assign programmes using the query builder

Refresh learning

Refresh a learning resource only if it meets a query

Avoid Scheduling Conflict

Remove access to resource upon completion

Calendar Syncing

Run a smart classroom session as a learner

Change Profile Image of Learner in Progress View as a Manager

Skills Monitoring

Change Rejection Reasons

Sort Learning as a Learner

Change the billing telephone number when integrating with the Xero API

Untrack Learning Resources

Access Cursor Navigation of eLearning using Screenreaders

Find and print your certificates

Change your profile picture

Book onto an event

See your calendar

Upload your own learning

Find your assigned learning

Add a new version of a learning resource

Open eLMS
How-to articles
Open eLMS Articles
Manager

Manager

This training is designed for the manager role of Open eLMS only.

In this section

Manage Learning

Last updated 23/10/2026