Learning Element Management

Preview Learning Elements

It is easy to preview any Learning Element in the Catalog. 

To Preview a Learning Element;

  • Ensure the proper Active Team has been selected (should there be more than one Active Team).
  • Navigate to the LMS Admin tab.
  • Click on the Catalog tab.
  • Expand the Catalog as needed until you see the desired Learning Element. 
  • Click on the Learning Element to open it's context menu and select Launch LE.

The Learning Element will open and launch. When finished, close it as you would any other window application.

The utilization of Learning Elements launched from the LMS Administration Module is not tracked or captured to the database.

Edit Learning Element Details

Updating a given Learning Element consists of modifying any of its properties or conditions. 

These properties or conditions are edited within the LE Details panel.

To update an existing Learning Element;

  • Ensure the proper Active Team has been selected (should there be more than one Active Team).
  • Navigate to the LMS Admin tab.
  • Click on the Catalog tab.
  • Click on the desired Learning Element to open it's context menu.
  • Select LE Details from the menu.
  • The LE Details window displays. Modify any information as needed.
  • Click Update to save and apply any changes.
  • For more Information on Advanced Settings for Learning Elements, please refer to the Learning Elements chapter.

Move Learning Elements

Moving Learning Elements within the Catalog is as simple as selecting it and then dragging and dropping it into a new folder or a different location within the same folder.

When a Learning Element is moved from it's original parent folder, it disowns the properties (including enrollment) of the old parent folder and acquires any assigned properties of it's new parent folder.  

Any particular properties unique to the Learning Element are maintained.

To move a Learning Element:

  • Select the checkbox next to the chosen Learning Element.
  • Click the Move To button.
  • Select a destination folder from the menu.

A dialog box will ask you to confirm.

  • Click Yes.
  • The screen will refresh and the Learning Element will be moved to its new location.

To move multiple Learning Elements:

  • The procedure is the same as when moving single Learning Elements. Ensure to select the checkboxes that correspond to the Learning Elements you want to move.

Copy Learning Elements

If you have Learning Elements available and want to copy them to another folder within the Catalog, follow the steps described below.

  • Check the boxes next to the chosen Learning Elements.
  • Click the Copy To Button.
  • Select a destination folder from the menu.

A dialog box will ask you to confirm.

  • Click Yes.

The screen will refresh and the Learning Elements will be copied to their new location.

LE Conditions & Limits

Conditions are requirements that must be met for the Learner to launch a Learning Element. Conditions are optional.

To create or edit Conditions for an individual Learning Element;

  • Click on the chosen Learning Element.
  • Select LE Conditions & Limits from its context menu.

The LE Conditions window opens:

Prerequisites: Use this condition to make it mandatory that certain Learning Elements are completed prior to having access to another Learning Element. Any prerequisite Learning Element must already be present in the Catalog.


  • Click the Add New Prerequisite button.
  • An Add New Prerequisite window displays. If the Learning Element is not in view, scroll down the page until you see it.
  • Use the Search field to search for the desired Learning Element if needed.
  • Check the box next to the desired Learning Element to select it as a prerequisite.
  • The selected Learning Element will automatically be added to the prerequisite list back in the Learning Element Details window.
  • Select the radio button next to the Status the Learner must achieve in order to satisfy the prerequisite: Completed or Passed.

Repeat the above steps to add all the Prerequisites needed.

  • To remove a Learning Element from the list, click on the red X next to the Learning Element you wish to remove.

A confirmation dialog saying: 'Are you sure you want to Delete this Prerequisite?' will display.

  • Click Yes.

The selected prerequisite will be removed from the list.

Attempt Limit: Use this condition to set the number of attempts allowed for accessing the Learning Element.

  • Type the number of attempts allowed in the field provided.
  • Select All for all attempts to access the Learning Element.
  • Select Completed Only for the completed attempts only.
  • Select Passed Only for passed attempts only.
  • Reset Options will automatically reset the Attempt Limit given the selected condition after the specified delay time.
  • Click Update to save your changes.

Completion Events

  • Click on the desired Learning Element.
  • Select LE Completion Events from its context menu.
  • The LE Completion Events window opens.

Completion Requirements: Requirements for all Completion Events to execute. Select from Completed, Passed, Completed and Passed or Completed or Passed.

The following options allow you to assign selected Learning Roles to a Learner after they complete or pass a given Learning Element.

  • Select a Role Group from the list. This will determine the Learning Roles available to be added or deleted.
  • Select a Learning Role from the Role dropdown menu.
  • Once your selections are made, Click Add New Role. This will add it as a Role eligible for award in the list.

After the Role is added you can select how the Role Award will be treated, by selecting any of the options in the drop-down. These options include:

  • Create: Role is created only if new.
  • Create or Update: (default) Creates if the Role is new or updates are made to the existing start/due dates.
  • Create or Add: Creates the Role if it is new. If existing then adds the duration to the Role.
  • Expire: Once awarded, the Role will be automatically expired.
  • Delete: Removes the Role from the user(s).

Repeat the above steps to add as many Role Awards as needed.

  • To remove a Role from the list, Click on the red X next to it.

A the confirmation message saying: 'Are you sure you want to Delete this Role Award?'.

  • Click Yes.
  • Http Requests: Click Add New Request button.

Complete the Http Request Details.

  • Click Update to save your changes.

The newly created Request will be listed.

  • Click Update to save any changes.

Status Notifications

Learning Element Status Notifications can be sent to LMS Administrators and to Learners. They can be sent for All LE or Specific LE. The type of Notifications sent to Learners is configured at LMS Admin > Configuration > Notifications > Learner Notifications.  Each LMS Admin must configure their own notifications under Teams > Click/Tap Admin Type > LMS Admin Notifications.  If general LE options are selected, then notifications will be sent for All Learning Elements. If only Specific LE Notifications are selected, then notifications will only be sent if individual LE has its Status Notification options set. Once any of the status conditions are met, the Notifications will be sent.

In order for Notifications to be sent by the LMS, the General Notifications Switch must be active. This is done by navigating to LMS Admin > Configuration > Notifications > General Settings and activating the Enable LMS Email checkbox.

To create or edit Status Notifications for an individual Learning Element:

  • Click on the desired Learning Element.
  • Select LE Notifications from its context menu.
  • The LE Notifications dialog box opens:
  • Utilize Global Settings: Checked by default. When checked it will utilize the Global Learner and LMS Admin Notification settings. Un-check this option to access individual Learning Element notification options.
  • Notify: Enable if Learners, LMS Admin or Both will get the Notifications.
  • Session Registration: Sends a notification when a Learner is registered to a Session, either by self or by LMS Admin.
  • LE Attempts: Sends Notifications for different types of LE Attempts (All, Complete, Pass).
  • Conditions Satisfied: Sends Notifications if all Conditions become satisfied for this LE.
  • Learner Comments: Sends a Notification if a Learner leaves Comments. Presently this is only supported for comments submitted within SCO.
  • Click Update to save any changes.

Each LMS Admin must have My Team > Admin Type context menu > LMS Admin Notifications configured in order to receive Status Notifications.

Learner List

The Learner List is an easy method to determine which Learners or Users have been enrolled to a given Learning Element.

Right Clicking on a Learning Element will bring up it’s context menu. Click on Learner List to display enrolled Learners or Users. The Learner List will help you to determine, not only who is enrolled, but which method they were enrolled through.

The Learner List displays which shows the enrolled Learners, to include Enrollment Type, Folder Title, Rolename and Team. You have the ability to drag a column header to the top row in order to preferably group.

Remove Learning Elements

Before removing any Learning Elements, it is recommended that you export and save a report containing all Learner Attempt Records associated with the Learning Element. For further information see the Reports Module chapter in this guide.

To remove Learning Elements using the Remove/Delete option:

  • Check the boxes next to the Learning Elements you want to remove.
  • Click the Remove / Delete button.

A confirmation dialog box will show:

  • Click Yes to continue the process.

The page will refresh and the Learning Element will be removed.

If you use the Remove option to remove a Learning Element from the Catalog and the LE is the only one of its kind available in the Catalog, it will automatically be placed in the _Orphans  folder for future access. The Orphans Folder is not visible/accessible to Learners.  Note that certain Learning Elements will not function properly while in the Orphans folder and must be placed back into a Learning Element Folder to be used again.

To Permanently remove a Learning Element:

  • Click on the Learning Element you wish to delete and select LE Details.
  • Scroll to the bottom of the Dialog Box and click Delete.

At the confirmation dialog box:

  • Click Yes

Orphan Learning Elements

When you delete a folder or Learning Element from the Catalog or use the Remove From Folder option to remove any LE from any Catalog course folder, any of these Learning Elements which happen to be unique to the Catalog, meaning that this particular Learning Element is not held within any other Catalog folder, the LMS recognizes this fact and will conveniently store this LE by placing it into an automatically created Orphans folder.  

This allows for the LE to be easily located and reused in the future. 

Should there not be an Orphans folder, presently there are no Orphan Learning Elements.

To Delete Learning Elements from Orphans Folder

  • Check to ensure the proper Active Team is selected by using it's associated dropdown menu; should there be more than one Active Team.
  • Click on LMS Admin tab.
  • Click on the Catalog tab.
  • Locate the Orphans folder directly under the My Catalog folder and click on it's arrow to expand the contents. Note; should there be no Orphans folder, this means there are presently no Orphan Learning Elements.
  • Check boxes of any specific Learning Elements you wish to delete from folder.
  • Click Remove / Delete. Once deleted, this action cannot be reversed.

To Delete All Learning Elements from the Orphans Folder

  • Click on the Orphans Folder and select Delete All Orphan LE.  Once deleted, this action cannot be undone.
  • Important Note; Ensure the proper Active Team is selected by using it's associated dropdown menu before using this feature; should there be more than one Active Team.