Quick Start Guide

Excited about getting started with your new Learndot instance? Look no further, this guide will take you through all the basics that you'll need to know to set up your new web presence and start scheduling classes!

Note:

All processes outlined at the bottom assume that you are logged in and have first navigated to the Admin Console.

Hi! Let's get started.

Your brand new Learndot Enterprise will be available at:

https://<company-name>.trainingrocket.com

As part of the setup process, you will have been provided with administrator login details.

Accessing Learndot Instances

Production Instance

  • Add your email and click on Send My Code. Check your email inbox (or spam) and copy the code you received.
  • Paste the code on the ''Code'' field
  • Create a password, inserting it twice (tip: it can't be sequential numbers and have to have at least 6 characters)
  • Click on Change Password.

  • Next time you log in, use the new password as your credential.

Sandbox Instance

* Whenever the authentication is required, please use the credentials above to access.

  • Click on Login on the upper right/hand corner, and then on ''Forgot my password'':

  • Add your email and click on Send My Code. Check your email inbox (or spam) and copy the code you received.
  • Paste the code on the ''Code'' field
  • Create a password, inserting it twice (tip: it can't be sequential numbers and have to have at least 6 characters)
  • Click on Change Password.

  • Next time you log in, use the new password as your credential.


Basics

So now, you will have an empty Learndot instance that you want to populate with some meaningful content such as scheduled training events, course information and more.

In order to help you get up and running quickly, this guide will take you through the basics of how Learndot provides the functionality required for the web presence of a training/services organization, with the following procedures being covered:

  • Creating a Class
  • Creating Users
  • Selling a Product

Note:

This guide takes a minimalist approach – when creating many of the entities, there will be a number of additional fields not mentioned in this guide. These are not strictly required, but will often provide useful information should you choose to fill them out.

For more information, see the associated documentation page for the entity in question.


Creating a Class

One of the first things that you may want to do is schedule a class, such that you can start attracting some customers right away!

To do this, we have to lay the groundwork for creating a class event by doing the following:

Create a Knowledge Category

Knowledge Categories are entities used to categorize or group different types of courses together.

To create a new Knowledge Category:

  • From the Admin Console, navigate to Catalog > Knowledge Categories
  • Click on New

  • Enter the Name and other required category details
  • Once the form is complete, click Save

See Knowledge Categories for more detailed information.

Creating a Provider

A Provider is an organization that delivers courses. Generally, the first provider you set up will be your own organization.

To create a new Provider:

  • From the Admin Console, navigate to Events >Training > Providers
  • Click on New

  • Enter the Name and other required details
  • Once the form is complete, click Save

See Providers for more detailed information.

Creating a Location

A Location is a training facility in which training courses are provided. A location can be a physical building or an online environment.

To create a new Location:

  • From the Admin Console, navigate to EventsTraining > Locations
  • Click on New

  • Enter the Type of location, whether it is Online, its NameTimezone and other required location details
  • Once the form is complete, click Save

See Locations for more detailed information.

Creating an Instructor Led Training

An Instructor Led Training (ILT) Learning Component is the content that is covered in a training session by a ProviderAn Instructor Led Training can have one or many events. Customers purchase an Instructor Led Training and then enrol in an Event.

To create a new Instructor Led Training:

  • From the Admin Console, navigate to Catalog > Learning Components > Instructor Led Training
  • Click on New

  • Set the Primary Category field to the relevant Knowledge Category
  • Fill out the course name, course provider (you need to create a provider for your organization)
  • Set the course duration and fill in the course and other required information
  • Once the form is complete, click Save

See Instructor Led Training for more detailed information.

Creating an Event

Events are a Course occurring at a particular time in a particular Location

There are two types of Events:

  • Public Classes - Public Course Events which are available for everyone.
  • Engagements - Private Course Events represent private training sessions purchased by organizations for their employees.


 

To create a new Public Class or Engagement:

  • From the Admin Console, navigate to Events > Engagements or Events > Public Classes.
  • Click on either New Public Class or New Engagement

  • Set the Status of the Event and the Course that is being taught at the event. Information including the Price and the Duration should auto-populate if it exists in the course.
  • Set the Start Date & Time, Location and other required details such as Provider, Duration and Repeat (days).
  • Once the form is complete, click Save


See Public Classes and Engagements for more detailed information.

Creating Users

Once you're logged into your admin account, you may wish to create additional users to allow your staff access to Learndot Enterprise.

In order to gain some familiarity with the concept of a user in Learndot Enterprise, and discover how permissions are managed, please take the time to read the Contacts page.

This should guide you through the different types of Contacts as well as familiarize yourself with basic tasks like creating new users, adjusting their access to the modules and managing contacts.

Selling a Product

In addition to offering training, there is often a need to sell products such as course-related materials and textbooks, or stand-alone products that the organization would like to sell.

Learndot Enterprise allows you to do this through the "Web Store" feature. The basic steps for setting up a product for sale are outlined below:

Creating a Product Category

Product categories are used to group similar products together, enabling them to be located more easily by interested customers, and to improve organization of data for staff.

Think of a generic category for the product you wish to add, and use the following method to create a new product category:

  • From the Admin Console, navigate to Catalog > Product Categories
  • Click on New

  • Set the Name and Description and any other required details
  • Once the form is complete, click Save


Note that the category, "Courseware", is created by default for you, and can be used for items pertaining to courses. You can further refine this by creating sub-categories such as "Textbook" that utilize the "Parent category" field.

See Product Catogeries for more information.

Creating a Product

Now that you have a category, we can create the product that will appear in your web store.

To create a new Product:

  • From the Admin Console, navigate to Catalog > Products
  • Click on New

  • Set a NamePrice and Product Category
  • Add a Summary and Description for the Product, also set any Shipping Characteristics and any other required details
  • Once the form is complete, click Save

Tip:

After saving this, you should be able to view the Product you just created in the site Web Store, where it can now be purchased by customers.

See Products for more information.

Summary

Now that we've explored how Learndot can be used to provide the core functionality of your organization's web presence, let's look at some of the more advanced tasks you can perform to make the most of the service.

Advanced Tasks

Configuration

Many of the company related configuration will have already been completed during the setup process.

However, if you wish to change any of these settings (such as changing the company phone number), you can do this through Learndot Enterprise's System Settings:

  • Log into the Admin Console.
  • Navigate to System > Setup > System Settings.

Searching relevant terms will also often enable you to find the settings that you need.

Want more walkthroughs?

Read helpful how-to guides in our Tutorials section.

Tip

Having trouble following this guide? Contact our Support Team