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 global 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.
Global search
The search engine works within your portal. It includes default filters shown by icons. The filters available depend on your permissions, and on the features available in your portal:
- Administrators: can filter by the catalog, enrolled courses, users, or groups
- Managers: can filter by the catalog, enrolled courses, or users
- Instructors: can filter by the catalog, and enrolled courses
- Learners: can filter by course catalog, enrolled courses, learning paths they are enrolled on, and resources
Global search requires at least 3 characters, including spaces, to match terms drawn from course content. The search engine can find matches in:
- titles
- descriptions
- module-level text, aka text written in the Text and Image module
The search does not include text within uploaded files, including videos, audio clips, PDFs or other files.
The following screenshot shows an admin's global search results with filters.
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: Home and dashboard settings and Set up banners for learners' Home page and the catalog for how-tos about these layouts.
Courses
The Courses page shows courses available based on the users' permissions:
- all admins: can view all courses in the portal by default
- managers and instructors who own courses, or are assigned to courses: can view the courses they own, or the courses they instruct
The following screenshot shows an admin view of Courses with all secondary navigation options and filters shown.
Courses page navigation
The Courses page includes secondary navigation from its header for additional course-related features. You need to turn on these features for the portal to access them from the Courses page.
The navigation options are:
- Courses - the default view
- Learning paths
- Bundles - an eCommerce feature
See:
- Learning paths: create a path, add courses, set progression and publish
- Legacy eCommerce: create and sell course bundles
- eCommerce platform: set up courses for sale
Courses page columns
Courses uses columns to display information about the courses. The numeric values in the columns are selectable to expand the course’s related information. The columns include:
- Course name - with version number shown
- Modules - number of modules in the course
- Enrollments - number of learners enrolled
- Groups - for courses assigned to groups
- Skills - for portals using skills
- Last updated - calendar date
- Status - can display more than 1 status. For example: Published and Sellable
- More, aka 3-dot menu - shows any actions you can perform. These actions can include Edit, Preview course, Create enrollment, Copy to. Access to these actions depend on the viewer's permissions
Courses multi-select checkboxes
When you select 1 or more courses, the application offers the following options:
- Copy to - opens the Copy selected courses dialog
- Archive - opens a dialog to archive the selected courses
- Create enrollment - opens Enrollments with the selected courses listed
- Copy to and Archive - these actions use the bulk actions engine in the application, so you can track the progress of these actions in the portal actions tracker
See:
- Courses: copy a course
- Archive a course
- Enroll individual learners on a course
- Portal: follow bulk actions through the portal action tracker
Tip: you can select Draft and Archived courses but you can’t create new enrollments for them. You can’t archive a course a second time. You can copy an archived course.
Courses per page
Courses shows 10 items per page by default. You can change the display to show up to 100 items per page.
The following screenshot shows the selection options for items per page.
Sort order
You can list courses according to different critieria. The default sort order is Created (Newest first). Other options are:
- Created (Oldest first)
- Last updated (newest first)
- Last updated (oldest first)
- Name (A-Z)
- Name (Z-A)
- Number of modules (Low-high)
- Number of modules (High-low)
Course filters
To manage large numbers of courses, you can use filters to narrow your selections. Sort your courses by 1 or more filters, plus the search tool:
- Status - dropdown of course statuses
- Group - for courses limited to specific groups, you can filter by groups
- Created after - calendar picker
- Published after - calendar picker
- Updated after - calendar picker
- Skills - for customers who assign skills to courses
- Contains module - lists module types, including modules imported from content integrations like Go1, Easygenerator, LinkedIn, Skillsoft, Create+
You can combine filters to narrow the list of courses.
The following screenshot shows a sample Courses page with highlights on the filters , with Sort > Last updated (newest first). The courses shown are filtered using Published status and Updated after date.
Course search
Courses offers 2 types of search:
- default search, that matches the first word in the course name
- advanced search, that searches for matches in course titles, descriptions, keywords and alt-text
See: