Knowledge Driven Engagement Administrators Users Guide © Comm © 2017 CommPartners, LLC Elevate Administrators Users Guide Table of Contents How do I access the Administrator panel? ............................................................................................... 3 What is a “Product”? ................................................................................................................................ 3 Can I limit the amount of time a learner has to complete a Product? ............................................... 4 How do I create a new Product? ........................................................................................................ 4 How do I add a Component to a Product? ......................................................................................... 5 How do I add Handouts or other supporting files to a Product? ....................................................... 6 How do I rename the tabs that are listed in the Product page? ......................................................... 6 How do I control how and when Product tabs are revealed to user? ................................................ 7 How do I add additional information tabs to a Product? ................................................................... 7 How do I add a Speaker to a Product? .............................................................................................. 7 How do I send my Speaker instructions? .......................................................................................... 8 How does a Speaker access the LIVE meeting room? ............................................................................. 8 How can our Speaker engage the registrants before or after the live presentation? ................................. 8 What is a “Package”? ................................................................................................................................ 9 How do I create a new Package that contains one or more Products? .............................................. 9 What is a Category and how can I use them? ........................................................................................... 9 How do I add a NEW Category to my list of Product Categories? ................................................... 9 What is a “Component”? ........................................................................................................................ 10 Can I force a learner to view a Component for a minimum amount of time? ................................. 10 Can I determine the sequence of the Components within a Product? ............................................. 10 How do I set the sequence or requirements of Components? ......................................................... 10 Adding Components by Type ................................................................................................................. 11 What content Component types can I add to a Product? .................................................................... 11 Add Web Content Component ........................................................................................................ 11 Add Validation Code Component ................................................................................................... 12 Add File Upload Component .......................................................................................................... 13 Add MP3 Audio Component ........................................................................................................... 13 Add Video Component .................................................................................................................... 13 Add Quiz or Test Component ......................................................................................................... 13 Add Survey Component .................................................................................................................. 14 Add CE and/or Certificate Component (CME and CLE are also available) ................................... 14 Add Acknowledgement Component ............................................................................................... 15 Add Live-In-person Component ..................................................................................................... 15 Add SCORM ................................................................................................................................... 15 Add CLE and/or Certificate Component ......................................................................................... 15 Can I reuse Components and put them in a different Product? .............................................................. 17 How do I create a Discount or Promotion Code? ................................................................................... 17 How do I create and edit Product Types? ............................................................................................... 17 How do I perform a Mass Import for products? ..................................................................................... 18 What is Mass Assign Credits? ................................................................................................................ 19 How do I assign credits to multiple users at the same time? .................................................................. 19 How can I grant or edit credits manually? .............................................................................................. 19 How can I grant quiz attempts to an individual user? ............................................................................ 19 How Can I Grant Prepaid Balances? ...................................................................................................... 20 Grant to Individual Users ................................................................................................................ 20 1 Grant to Uploaded List of Users ...................................................................................................... 20 Grant by Member Type ................................................................................................................... 20 How do I make notifications for my users? ............................................................................................ 21 How do I create Administrative Permission Packs? ............................................................................... 21 How do I transfer purchases/registrations between users? ..................................................................... 22 Can I add a NEW page to my Elevate Learning Portal? ........................................................................ 22 How do I add a NEW page to my Elevate Learning Portal? ........................................................... 22 How do I edit an existing page? ...................................................................................................... 23 What page widget types are available to build my page(s)? ........................................................... 23 What are Product Widgets? .................................................................................................................... 24 How are Product Widgets used? ......................................................................................................... 24 How do I create and edit the sidebar on my Elevate site? ...................................................................... 25 What e-mails will the system send?........................................................................................................ 25 Can I customize the emails that are sent? ........................................................................................ 25 How do I set reminder emails for Products with LIVE events/Components? ................................ 26 How do I create, edit, or delete Emails to product registrants? ....................................................... 26 Can I create or edit a Menu item? ........................................................................................................... 26 What is a Podcast and how do I use it? .................................................................................................. 27 How do I create a Podcast? ............................................................................................................. 27 How do I add a Podcast to one of my pages? .................................................................................. 27 What is a Newsfeed and how do I use it? ............................................................................................... 28 How do I create a Newsfeed? .......................................................................................................... 28 How do I add a Newsfeed to one of my pages? .............................................................................. 28 What is a Product Feed and how do I create one? .................................................................................. 28 What is an RSS Feed? ............................................................................................................................. 29 Where can my Users get an RSS Reader? ....................................................................................... 29 How do I instruct my Users to use RSS Feeds? .............................................................................