Management Console
Management Console is the administration part of the Skillcast Portal. Access is granted by Roles and Domain rights.
86 articles
Management Console: Assignment ReportFind out where to view overviews of assigment progress and how to drill down to explore individual user performance.
Management Console - User Sessions
Management Console - Activities Report
Management Console - Policy Report
Management Console - CPD ReportsThis article will guide you through accessing and interpreting the CPD Dashboard report
Management Console ReportsThis article will give an overview on the reports located under Management Console
How to create a reportRead on for ways to find and filter data for reporting, and how to download the results in your chosen format.
How to view and edit a reportThis article shows what to do when you need to find or make changes to your assigned reports.
Saving and running a report
Common report types for AdministratorsExplore an overview of the range of standard reports available through the Management Console.
Assessment analytics feature and reportThis article explains what the assessment analytics features are and what you can see in the report.
User Management
View articles in relation user accounts.
How to search for usersThis article shares how to do basic and advanced searches for users, and how to work with the results.
How to add individual usersFor a user to access training on your portal, they need an active account. This article shows you how to add the user.
Adding Multiple users (Part 1)- Introduction and tips
How to update multiple users’ dataYou can update user data in bulk, simply by using the Excel upload template. This article shows you how.
How to edit user attributesThis article shares how you can keep user information up-to-date.
Editing attributes for multiple users
How to archive usersArchive users accounts so they aren’t assigned training and won’t affect your reports.
Archiving multiple users
How to reactivate user accountsThis article guides you through updating individual or multiple user account statuses, from Archived to Live.
Reactivating Multiple Users
How to assign Learning PathsAfter creating Learning Paths, you can assign them to a user or groups of users, and add deadlines too. This article shows you how.
Assigning a learning path to multiple users
How to update deadline dates for a userThis article guides you when you have a user requiring extensions, or you need to adjust deadline dates for assigned Learning Paths.
How to update the same deadline for multiple users at onceThis article shows you how to update all users to the same date.
How to reset a completed Learning Path for usersYou can reassign and reset an already completed module or training as a refresher for your user or users.
Granting additional attempts against a training module.How to grant additional attempts against a training module when the assessment limit has been reached.
How to upload training recordsThis article takes you through the process of adding new activities, linking to a category and Learning Path, and uploading.
Uploading Training Records - Migrating records from another Learning Management System
Uploading Training Records - Bulk uploading records for an event
How to email usersAs an alternative to automated emails, you can manually send emails to users, and track or check scheduled and sent emails. Here's how.
View Email history and Schedule
Administrator AccessHow to give users access to roles or domains to complete tasks.
Merge User accounts
How to view Administrator activityThis article shares how to find any changes made to user accounts and how to download an Excel report.
How to add user accounts to a static Audience GroupDiscover how to add individual and multiple accounts to a static Audience Group.
Deleting Users
Restore Deleted Users
Erasing Users
How to exempt users from Learning Path assignmentsThis article shows how to exempt individual assignments, so users can stay within audience rules for completing all other training.
How to remove Learning PathsAfter assigning Learning Paths, you can remove them if they're not needed. This article explains how.
Adding keywords to a learning path
Learning Path Properties explainedYou can adjust Learning Path properties to change the appearance to users.
How to add e-learning, a survey, or declaration to a Learning PathThis article covers how to assign e-learning activities, and includes a guide on different e-learning activity settings.
How to upload an external or third-party SCORMYou can upload a SCORM learning package from another vendor, and use it with Skillcast, as a ZIP file or Package Interchange File (PIF).
How to add a document to a Learning PathThis article shows how to add a document and how to include document-related information for users to view.
How to add a hyperlink to a Learning PathYou can include a URL within a Learning Path and assign it to a user. This article shows you how it's done.
How to add sections and activities to a Learning PathSeparate or group different activities together, to organise Learning Paths with multiple activities.
How to add text and images to a Learning PathThis article shares how to add extra information and visuals to help guide your users.
How to add a video to a Learning PathThis article shares how you can add video to Learning Paths to guide users.
Adding elements to translated Learning Path and Module
How to edit or suspend a Learning PathThis article guides you on how to edit a Learning Path or change its status.
How to send emails to users after they complete modulesEvery time a user completes a Learning Path activity (such as e-learning, document, or URL), you can send them an email.
How to assign Learning Paths with automatic assignmentsFind out how to assign training with a deadline for existing users and new joiners (who can get their training on their first day).
Assigning Training to an Optional Category
How to assign training to two categoriesThis is often used when you have a 'mandatory' category and a topic-related category such as 'Legal' or 'IT'.
How to create a module from your subscriptionsThis article shows how to view purchased modules, add to your portal, preview and check before adding.
How to preview modules from your Skillcast subscriptionYou can review purchased Skillcast modules before copying content from your own training portal.
Learning path carousel admin
Add a Learning Path Carousel Item
Understanding Skillcast Original and Editable Versions
How to create an email templateAdministrators can create template emails that belong to a Domain where they have access and the correct role permissions. Here's how.
How to send training invitation emailsAfter assigning Learning Path activities, here's how to let users know that they have training to complete.
How to set up automated reminder emailsDiscover how to automatically tell users about upcoming module deadlines, using a template that can be reused to save you time.
How to set up automated escalation emailsFind out how to automate direct report emails to line managers, summarising assignment deadlines and what's overdue.
How to send CPD emails using templatesYou can schedule and send reminder emails to users about completing and updating CPD.
How to create automated CPD emailsYou can set up automatic reminders for users who have a CPD scheme allocated to them. Read on to find out how.
Excluded email addresses
How to upload files to the File exchangeThis article is for Administrators wanting to securely share files with other Administrators and the Skillcast Customer Success Team.
How to download a file from the File exchangeThis article shows where to find files shared with other Administrators and the Skillcast Customer Success Team.
Delete a file from the file exchange
Move files to a new domain on the file exchange
File Exchange notifications
File retention
Billing
View articles with information about how to view your billing and subscription information from the Skillcast Portal.
Billing explainedDiscover how to view and download invoices, current subscriptions, and usage.
Active and potential users explained
How to view subscriptions and usageThis article shows where to view and download invoices and view real-time stats.
View and download invoices
