In the LMS Admin side menu you can find the Settings section, with a series of features to customise the platform. In this article we are going to review them. General The first section collects some general aspects related to the settings of the contents, specifically with user participation and gamification. Participation of users: Allow comments: check this flag so that the Training Details tab will display the option to allow student comments on Activities (on each particular training you can enable or disable them) Allow assessments: check this flag so that in the Training Details tab the option to allow students to leave a review upon completion of the Course appears (on each particular training you can enable or disable it) Gamificación: Enable gamification: check this flag so that in the Course Details tab the option to gamify the content by awarding points to the students appears (you can leave the points box at 0) Enable higher score: check this flag so that in the Course Details tab the option to allow the students to see a ranking of the scores obtained in the course appears (on each particular training you can enable or disable it) Connectors This section refers to the connectivity of the portal with other platforms or external applications. LRS: enables or disables support for external LRS for data logging in xAPI type activities LTI: enables or disables the integration of external LTI contents in the portal. Clicking on it you access a new menu from where to add and configure the providers MS Teams: enables or disables the integration with the Microsoft Teams messaging application to create and associate a chat room to a meeting. Clicking on it you can configure the parameters of your private client Hotjar: activate or deactivate the integration with this product experience insights platform. Click on it to access a new menu where you can add your user ID For LMS integration with Hotjar it is necessary to activate this connector in LMS, and configure the add-on from the Hotjar environment. More information in the Help center and the Product guides. Addons Here you will find new features that have been integrated into the platform, activated for automatic use. Catalogs: these allow you to add contents to thematic directories created by you to share them with certain groups of users within your organization. Clicking on it you can create and edit catalogs, and assign companies and authors to them Multi-language: allows you to add different translations to the same content so that it is displayed in LMS in the language selected by the student. Clicking on it shows a list of the languages available on the platform Manager Report: access to the My team tool, which allows you to view a progress report of the users under your management. If you click on it you can activate or deactivate access, and optionally add the link to an external dashboard. Labels This is the Tags Manager, where you can visualize all the tags available in the platform and edit them. Extended fields In this section you can find an Extended Fields manager, the ones that you can add and customise in the Details menu. You see a list of the fields already created where you can: create a new extended field with the New Field button. There are four types of extended fields: Date, for the user to choose any date List, for the user to choose from a list of options you provide String, for the user to enter a text response Number, for the user to enter a numeric character search among the fields created by typing in the Search box click on the three dots icon to choose one of the options: Details to edit the field. Delete to permanently delete the field. Customization Two options for customising the portal interface: Appearance: customize the appearance of the portal, changing the Image of the logo, and selecting the primary and secondary Colors for menus, buttons, graphic elements... Custom literals: edit the name of the training entities (courses and pathways) for the different languages Carousels In the last section you find the Carousel Manager, a tool where you can create and edit the customized carousels that will be displayed in the LMS and to which you can add the contents you want. A maximum of 12 customized carousels can be created. A message at the top tells you how many more carousels you can create, when you reach the limit the message will disappear.

In this article you will learn how an administrator must set up the MS Teams account, the permissions that should be granted, in order to use the integration of this application with LMS. Why is it necessary to request these permissions? This process is carried out due to the behavior of the Microsoft API. Its functioning is atomic, for each new action it requests a new permission. Therefore, for the integration to be possible you must activate all those listed here. Get the IDs The first step is to get the Teams connection data for your organization. For this, follow the steps listed in the following guide: Create a Microsoft Entra application and service principal that can access resources Get the data for: tenantId clientId clientSecret If you want to check the data is correct, the following method can be used to validate it: curl --location 'https://login.microsoftonline.com/{tenantId}/oauth2/v2.0/token' \ --header 'Content-Type: application/x-www-form-urlencoded' \ --data-urlencode 'client_id={clientId}' \ --data-urlencode 'client_secret={clientSecret}' \ --data-urlencode 'scope=https://graph.microsoft.com/.default' \ --data-urlencode 'grant_type=client_credentials' Give permissions Then, to be able to use the feature, you need to give the necessary permissions. The steps required for this are included in the official documentation of the app, specifically in the articles: Create onlineMeeting Get meetingAttendanceReport From the side menu, access the API Permissions section. In these screenshots you can see all the permissions required for the integration to work correctly: To add each of these permissions you must follow these steps. At the top of the list, click on the + Add a permission button. In the Request API permission page, click on the Microsoft APIs tab. It displays a list of available APIs, the only one you need is Microsoft Graph. If you have used it previously it will appear in the header, otherwise you will have to look for it in the list, and click on it. It gives you two options: Delegated permissions or Application permissions. If you go back and check the required permissions list, next to each permission you will find the Type column where you can see which one to select in each case. Whether you choose one or the other, you will access access to Select permissions section, where all the available permissions are displayed. Click on the check box next to each one to activate it. If the box is checked it is because the permission is already activated, you can click it again if you want to deactivate it. Finally you must click the Add permissions button at the bottom to apply the changes. Besides the permissions, it is also necessary to add the following policy: To use application permission for this API, tenant administrators must create an application access policy and grant it to a user to authorize the app configured in the policy to create online meetings on behalf of that user (with user ID specified in the request path). Activate the integration Finally, you need to activate and configure the LMS integration. This guide explains the necessary steps to set up this feature in the platform: Integration with Microsoft Teams In order to integrate an Event you can follow this steps: Integrate an Event with Microsoft Teams Through this process you create a client in Microsoft Teams, and only you have access to manage these permissions. You can also delete this client at anytime, which means that Netex will no longer be able to connect to it, and the integration will no longer work. It is a specific and regulated access path, and you are the only administrator.

When registering a new Hotjar account, the form asks you to indicate the URL from which you are going to obtain the information. Here you enter the URL of your LMS. If you skip this step during the registration process, you can do it later by clicking the Add new site option. After doing so, you can get the connection ID in two ways: From the tag installation: Clicking Verify installation the ID is displayed in the upper right corner of the window: Once you have the ID, go back to the LMS Admin and enter the Connectors section within Settings. Enable the Hotjar connector and enter the ID. From now on you will be able to use the Hotjar features in the LMS, adding surveys or other settings.

This addon allows you to activate or deactivate the Manager Report tool. Remember that this feature allows you to view the My team report in both Admin and LMS, with the progress summary of the users you have in charge as Line Manager. To learn more about how the role of Line Manager works check this article. Besides, this feature allows you to link to an external resource where you can expand the information related to the progress in the training. Addon in LMS Admin To access this option, enter the LMS Admin, display the Setting section in the left menu and click on Addons. Among the addons available is Manager Report. Click on it to access the setup screen. The flag activates or deactivates My team dashboard. If you deactivate it, the link to My Team dashboard will not be available in the Admin and LMS side menu, and therefore users will not be able to access it. In the URL box insert the link to the external resource with more information about the progress. When you do so, a new Detailed Data button appears on My Team page, which takes the user to that resource. It can be any type of resource: web page, online document... If you leave the URL field empty, the Detailed Data button will not be displayed on My Team page. Interface in Admin and LMS Once the addon is activated, you can access My team dashboard by logging into the LMS and clicking on My Team in the right side menu. Or logging into the LMS Admin and clicking on My team in the Reports section Inside the Manager Report, in the upper right corner, you can see the Detailed Data button, which directs the user to the external resource you have setup in the addon. If you have not entered any URL, this button will not appear.

Following the release of the new Netex Cloud in mid-June 2023 (06/21/2023) a new option has been added to the LMS Admin Setting: the Label Manager. Labels are keywords used to classify content. They have two functions: Make it easier to search for content by using them as a filter. Complete the information about the content given to the learner in LMS. So far they were created and assigned only when creating or editing the content Details. You started typing in the text box, and if the label already existed, it was displayed automatically. If not, you created it yourself and it was added to the existing ones. But there was no section where you could see these created labels, modify them or delete them. This is what the new Label Manager is for. This tool is only available to users with Administrator role, as they are the only ones who can access the Setting section. If you go to Setting section and click on the Labels option, you access a list of all the existing labels in the platform, those that have been assigned to some type of content. Clicking on the New label button displays the side menu to create a new label. Type the keyword in the box and click the Save button to create it. Go back to the list and you will see that the new label has been added. Clicking on the three dots icon gives you access to two options: Edit to change the name of the label, in the same side menu. Delete to remove the label from the list and from all the contents assigned to it, which means, to remove it completely from the platform. A pop-up window will ask for confirmation. From now on, when you want to assign a label to a content in the Details menu, just click on the + Add button. A list is displayed to select any of the existing labels that have not already been assigned to that content. In addition to a text box above to create and add a new one. Next to this you will see some buttons with the labels already assigned. You can remove them from the content by clicking on the X.

Extended fields tool is improved with the addition of two features: The possibility to mark them as Required, that is, make it mandatory to complete that field in order to create new content. So far they were only available for courses, now it is also possible to create new fields for pathways. Mark an Extended Field as Required To use these two options, you must enter the extended fields editing tool. Log in the LMS Admin and in the left menu, under the Setting section, and click on Extended fields. You will see the list of extended fields that you have created so far, with their Name, Type and default Values. There are two new columns now that indicate: Entity: if the field will be used for courses or pathways. Mandatory: if it is required to be filled in. If you click on the New field button, in any of the types, you will see that these new options are shown in the edit menu. If you activate the Required flag you will make it mandatory to complete this extended field in order to create the content. The Save button is disabled until it is done. Create an Extended Field for Courses or Pathways In the same menu you will see that the Entities option is shown, here you must select whether the field will be displayed in the Courses or Pathways creation menu. It is mandatory to select one or the other option. That is, whenever you create a new extended field, you must mark whether it will be for courses or for Pathways. Only one of the two options can be checked, which means it is not possible to create the same field to be displayed in both courses and patways at the same time. What you can do in this case is to duplicate a field, create two identical fields, and mark one for courses and the other for pathways. Modify an Extended Field Fields already created can be edited by clicking on the three dots on the right and selecting the Details option: You can make a required field optional by unchecking the flag, and vice versa. But it cannot be changed whether it is for courses or pathways, this option is marked the first time the field is created.

The extended fields tool is enhanced with a new category. A type that limits the content to numeric characters only. It works in a similar way to the other extended fields. To create a new one, in LMS Admin access the Settings menu and go to the Extended fields section. Click on the New Field button and select the option Number. The Details menu is displayed, where you can set up the new field, the options are: Field Title Type, it is not necessary to select it Default value, if left blank the value will be zero Visible, check this option to show the field, otherwise it won't show Required, to make it mandatory to fill it in when creating the content Entities, select the type of content in which the field will be shown Currently, the extended numeric field is available for courses and events. In future versions of the LMS it will also be available for pathways. Like the other extended fields, once created it can be edited and deleted in the three-dot menu. When filling it in, only numbers are allowed. If you try to enter other characters an error message is displayed. It does not accept quantities with decimals either, only integer numbers. Besides the content details menu, it will also appear in the Reports and its search filters.

Thanks to the Custom literals tool you can change the name of the content entities, both courses and pathways, and give them the one you want. It is easy to do, you can change it as many times as you want, and the new literals are instantly displayed both in the LMS and the My team dashboard. The customization of literals is only available for Courses and Pathways. Custom literals To do this enter the LMS Admin, in the left menu click on Setting and enter the Customization section. Click on Custom literals. A side window is displayed that allows you to change how the contents are named in each language. On the left side there is a menu with all the languages available in the portal, click on the one you want to modify. In the central window, write in the boxes the new name the contents will have. You can modify both, or only one. Click on the Save button at the top, and a pop-up message confirms that the changes are successful. You can modify the literals as many times as you want, and the changes will be shown immediately. If you want to go back to the original literals, you cannot leave the boxes empty (the platform gives back an error), you will have to type "Courses" and "Pathways" and save the changes. In the LMS Admin, nomenclature changes are only reflected in the My team dashboard. In the side menu, contents will still be named by their original literals (courses and pathways).

Order the carousels The Carousels feature in LMS Admin allows you to reorder, not only the custom carousels (created by the user), but also the default carousels (which work automatically). To do this enter LMS Admin and access the Carousels section, under Settings. You will see a list of all the carousels of the instance, both default and customized. On the left side of each one there is an icon of a row of dots, click on one of them and drag the carousel to change its order in the list. The changes are automatically saved, if you go to LMS you will see that the order has changed as well. The new layout is also applied in the side menu, although here carousels will always be grouped in two blocks: The upper one for Keep learning, Required and My list The lower one for the rest of the carousels Featured carousel cannot be moved, it must always be at the top of the page. Learning Programs will still appear at the bottom of the page, after the rest of the carousels. Edit the carousel title The Carousels feature also allows you to edit the title of the carousel, including the default carousels. To do this go back to the list of carousels, click on the three dots to the right and select the Edit option. In the pop-up window enter the new title in the Name box. A warning at the top reminds you which of the carousels you are editing. In the lower list you can add alternative titles in any of the Languages supported by the platform, to be displayed in case the student profile is set up in that language. If you are editing a customized carousel (created by the user) you will also see the Image button, which allows you to add a header image that will be displayed when accessing the carousel. Remember to click on Save to apply the changes. If the modified carousel is a default one, in the list you will also see the original name in brackets. Hide carousels You can also hide some of the carousels so they will not be displayed in the LMS. To do this go back to the list of carousels, click on the three dots to the right and select the option Hide carousel. The carousel will no longer be visible in the LMS, in the same LMS Admin you can also know if a carousel is visible or hidden thanks to the eye icon on the left side. To make a carousel visible again, select the Show carousel option. My list carousel cannot be hidden, as it is linked to the student's choice to add content to his list.

Practical example of Multi-organization Let's review the steps to create a multi-organization step by step using a simple practical example. In our case, the Learning Cloud instance will serve as a training platform for the construction company "Constructia", an organization composed of a series of companies, including the architecture studio "Sketches" and the electrical installer "Lux". Due to the wide variety of activities it carries out, its training catalog is very varied. From specific subjects such as the use of computer applications for design and office automation, or courses on the assembly and commissioning of electrical devices. To more common subjects such as occupational Health and Safety or Office and Warehouse routines. Therefore, we will take advantage of the multi-organization functionality to create an Organization for each of the companies, "Sketches" and "Lux". Each one will have its Group Administrators, Authors and Students, in this case the employees. And then we will distribute the educational content in three Catalogs, two specifics to each company and a third global one for common topics, and we will assign each one to the corresponding organization. Remember that these two steps of the process (create Users and Organizations) must be carried out by a user with a General Administrator access, in order to have access to all the functionalities. Adding users Log in with our General Administrator user on the Platform to access the Home Screen with all the apps. Enter the Global Admin tool and in the Users section create all the profiles that will use our instance, including the Administrators of each organization, Content Authors and Employees who will take the training. Important: assign the appropriate user access to each one. Adding Organizations Within Global Admin switch to the Groups section to create the organizations. We generate two first-level groups: one called "Sketch Organization", and another "Lux Organization", by checking the flag It is an organization. Important: assign Group Administrators to each organization. Within each organization we can create different Subgroups if for example we want to segment the employees according to their functions: "Riggers", "Installers", "Administrators"... Once we have the structure defined, we will add the users who will be part of each organization or subgroup. Important: it is not necessary to add the Administrators, but it is necessary to add the Authors, in addition to the Students. Remember that some Authors may be part of both organizations if they are supervising content for both. Also, the same Group Administrator can be responsible for both. This is the first part of this tutorial. To continue setting up the multi-organization, take a look at the following article where we will see step by step how to create the Catalogs and Trainings, and check the Reports.