Basics of the LearnUpon user interface (UI)
Administrators, managers and instructors see a different layout from learners. See Learner view: navigating LearnUpon about the learner interface.
Availability: all customers
Access permissions
As an admin, instructor or manager, your access to features depends on:
- your user type
- the optional permissions associated with your user type
- the portal level: top-level portal or sub-portal
See Portal setup: create admin accounts and User types and permissions: overview.
Primary navigation
The primary navigation is anchored to one side of the screen. The menu shows related features grouped together, with most frequently used features at the top.
For menu display you can choose between text and icon, or icon only, by selecting the collapsed menu, aka the hamburger icon.
The following screenshot shows a sample primary navigation in a sub-portal. It includes the hamburger icon in the top bar, and the menu options with both text and icon.
Note: all user types - admin, instructor, manager and learner - access the Catalog and Forums from their learner profiles.
See:
Secondary navigation
Secondary navigation appears in the top bar. The options change depending on which page you're using.
The following screenshot shows part of an admin’s Courses > my course name page, with the secondary navigation options highlighted. The active option, Info, is underlined.
Actions menu
The actions menu shows you what you can do from a given feature page.
The following screenshot shows the action menu available to an admin, from a course Info page.
Search, icons, My profile menu
The top bar provides the internal Smart Search, and portal-wide features including:
- Portal actions tracker: the tracker shows the status of actions that take variable amounts of time on the portal like group enrollments, and starting or changing dynamic rules. See Portal actions tracker in this article
- Messages: automated notifications, and messages from other users. See Send a message or an announcement
- Switch Portals: when you have multiple portals, select the switcher icon to navigate between them
The menu available by selecting your initials or photo includes:
- My Profile: view your own profile and access settings. See Users: the basic profile
- Billing: top-level portal admins only. Review or renew your LearnUpon plan
- Support: top-level portal admins only. Contact Support to log a ticket or view current tickets. See Find help: access the Support desk
- Knowledge Base: a link to the online Knowledge Base
The following screenshot shows the icons as they appear for a top-level admin.
Smart Search
The search engine works within your portal. It includes default filters shown by icons. The filters available depend on your permissions:
- Administrators: can search by courses available to edit, users, or groups
- Managers: can search by courses they have learners enrolled on, or users
- Instructors: can search by courses they have access to
- Learners: can search by courses they are enrolled on and (if available) learning paths they are enrolled on, the course catalog, or resources
Portal action tracker
Check the status of bulk actions, aka tasks that take time to process on the portal. You access the tracker from its icon in your top navigation bar.
See Portal: follow bulk actions through the portal action tracker.
Dashboards
When you open LearnUpon, your home page is your dashboard.
Admin dashboards feature menus with quick links for routine tasks. You can customize these menus to list only the tasks you perform often. See Portal setup: admin dashboards and widgets.
Manager and instructor dashboards feature course information, and you can customize banners to feature courses or internal messages.
See Portal dashboard settings and Set up dashboard and catalog banners for how-tos about these layouts.
Find and filter courses
For admins, managers and instructors who own courses, the main Courses page offers display order options and a series of filters.
Display order
This option lets you list courses according to different critieria. The default setting is Newest first.
- Newest first
- Name (A-Z)
- Name (Z-A)
- Number of modules (Low-high)
- Number of modules (High-low)
Tip: the display order option for Newest first refers to the courses' original publication date. It doesn’t refer to the most recent update.
Course filters
Sort your courses by:
- Status
- Group: dropdown of portal groups
- Created after: calendar picker
- Published after: calendar picker
- Updated after: calendar picker
For filtering, the statuses of Published, Cataloged, and Sellable all refer to published courses.
You can combine filters to narrow the list of courses.
The following screenshot shows a sample Courses page with highlights on the filters and the display options. The courses shown are filtered using Published status and Updated after date.
See: