In this post we will see step by step how to take advantage of the functionality of Multi-organization to create the Users and Organizations that will be part of our corporation, and among which we will distribute the training contents. To achieve this, we will use the Configuration tool which can be found on the Home Screen. Remember that to use the Configuration tool and create your Organizations and Subgroups structure, you must access the instance with a General Administrator role. If we look at its interface, in the menu of sections located on the left we will find the first two, which will be the ones we will use for these first steps: Users: for the creation and configuration of all profiles (administrators, authors and students) that will integrate our organizations. Groups: for the creation of the different organizations and subgroups that will be integrated within our instance. Users By accessing the Users section, we are presented with an overview of all existing users. At the top left of this list is the + Add user button, which we will use to generate a new profile. After clicking on it, a pop-up window will appear with the User tab, where you can enter the data of the new profile. In this case, the fields in the User Access section, towards the end of the tab, are of special importance. This is where we will configure the user access that each profile will have. It is important to remember that, in addition to the user acces in LMS, we will have to assign another mandatory access in Global Admin. And for a user to be able to perform the tasks of Group Administrator in LMS it is necessary that he also has the Group Administrator access in Global Admin. The configuration in each case would look like this: User access Global Admin LMS Group Administrator Group Administrator Group Administrator Author User Author Student User User Organizations Once the first users have been created, we go to the Groups section to generate the different organizations that will integrate our instance. Later new Users can be added to the Organizations, it is not necessary to have them all in this first step. Organizations are first level groups, in no case can we can turn a subgroup into an organization, even if it is integrated within one. As in the previous section, here we will find an overview of all existing groups/organizations. It should be noted that next to the name of each one we will see three columns that will indicate: The number of Subgroups they have The number of Registered Users in each Whether the group is an Organization or not. This column is important to quickly see if the feature is turned on. When you click on the + New Group button, a pop-up window will appear with the Group Tab, where you can enter the configuration data. Two fields are particulary important when creating an organization: It is an organization: the flag that appears at the beginning of the tab, we must mark it as active (On) if we want the group to have access to all the Organization features. If we forget to do this when creating the group, it is not necessary to generate it again. The Organization function can be activated and deactivated at any time, without losing the content catalogs that we have been created. To do this we must find the group in the tool and click on it to enter its Profile Page. Within it we will see several tabs in the central part, we will go to the Details tab. And we will click on the Edit Details button to access the Group Tab, and be able to modify the flag. Group administrators: this field will show a drop-down with all the existing users in the instance that have the Group Administrator access. It is here where we can select the ones we want to be in charge of the administration tasks of each group. It can be one or several, and like the previous feature, you can modify as many times as you want and add or delete users. We can create as many organizations as we want in our instance, and within it other Subgroups. Once generated, we will have to add the users, Authors and Students, who we want to be part of it. The same user can belong to different organizations. It is not necessary to add Group Administrators, because we have already assigned them as part of the organization in the corresponding field of the Group Tab. Creating an organization will allow us to: assign it to the Content Catalogs that we want. associate it with new Trainings, and register its members in them. access the Reports of its members.

Once we have created our structure with the different Organizations and users that integrate them (Administrators, Authors and Students), we can manage the educational contents by accessing the LMS tool. And use the new feature to create Catalogs to distribute and share that content across the organizations. Create a Catalog Navigating through the LMS, at the top right next to the User Profile and Quick Access, we find the Settings icon, represented by a gear wheel. Clicking on it brings up a side pop-up window with different sections along a series of tabs. By clicking on the Catalogs tab, we will access the section where we can create and configure these. At first glance we have the list of existing catalogs. As well as two columns that indicate the Companies and Authors assigned to them, as we will see in the following sections. And three points that display the menu with the options to edit each of them. To create a new Catalog, click on the button with the symbol +   at the bottom right. A pop-up window will appear where we will simply have to enter the title it will have. Clicking on the button √ Save will automatically create it and it will appear in the list. We can create as many catalogs as we want, and once generated we can assign Authors and Companies (organizations) through the three dots menu. We can also edit them (rename) or delete them. Creating a catalog will allow us to: assign it to the Sprints and Channels we want. share the educational content between Authors and Group Administrators. An Author you can only assign Sprints to the catalogs of which he is member, and share content with the Authors and Group Administrators of his organization. That doesn't prevent him from publishing content for users of organizations other than his own. Organizations and Catalogues are not mutually exclusive, but transversal. If we create a catalog assigned to several organizations, its Authors will be able to send content to Students of other organizations different from his, since he has this link (catalog) in common. Assign Authors to a Catalog Once we have created our catalog, we can search for it in the list and click on the three dots to configure it. The first of the available options is Manage Authors. Through this tool we can select the users who can create content for this catalog, that is, the Authors who can tag their Sprints as part of it. Clicking on this option displays another side menu in which we can consult a list with all the Authors already assigned to this Catalog. And at the bottom right we find the + button   that will allow us to add new users. Clicking on it overlays another side menu with the list of all the Authors that are in the instance and that have not yet been assigned to this catalog. Simply select them and click on the √ Add button at the top right of the menu. You can add or remove Authors at any time, even if you already have published the Sprint or Channel. This simply allow authors to assign their Sprints to the catalogue. It is not necessary for the authors to belong to any specific organization, organizations and catalogs are transversal. The only requirement is that they have the author access in the LMS section of their profile. Assign Organizations to a Catalog In the same way that we assign authors, we can add the organizations we want to the new Catalog, with a similar interface. Clicking on the three dots menu, we will see the Manage companies option, which will take us to a new side window with the list of companies already assigned to that catalog. Simply click on the + button   in the lower right corner to access another side menu with a list of all the organizations we have created for the instance. Add the one you want by marking the flag and clicking on the √ Add button in the upper right corner. Like we did with authors, you can add and remove to a catalog the organizations you want, even if they have already published content. Exclude Authors and Organizations, and delete a Catalog The reverse process of excluding authors and organizations is also similar. Clicking on the three dots menu in the catalog select the option we want, Manage authors or Manage companies. Once in the list, select the user or group we want by checking the flag on the left, and click on the Exclude button at the bottom right. Deleting an Autor does not mean removing its contents from the catalog. They will remain there, the creator will simply not be able to assign the Catalog to his new Sprints. As for the Sprints he created for the organization he was excluded from, he will still have access and edit permissions on them, as well as assign them to other catalogs in which he is registered. Excluding an Organization of a Catalog will affect the access that users have to its content, including Group Administrators, Authors , and Students. It means removing access to the group's members to that content, except for its own creators.

In this article we will see in detail the different tools for editing Sprints available in LMS Learning Manager, and how the Multi-organization feature affects the actions we can execute. The creation and editing of Sprints is limited to Author profiles. In the Sprints tab within the Learning section, the Group Administrator will only be able to preview those that belong to authors from the same Organization and that are assigned to one of its Catalogs, even if they have not yet been published. New Sprint: An Author can create a new Sprint and assign it to any Catalog to which he is subscribed. Edit a Sprint: an Author can edit any Sprint that belongs to the catalogs he is part of, even if he is not the creator of the Sprint. Except if the creator has locked it, or if it is currently published. Assign a Sprint to a Catalog: an Author can assign a Sprint to any of the catalogs he is part of. Or, on the contrary, remove the Sprint from any of the catalogs to which he has been assigned. Remember that Sprints can only be added to or removed from the catalogs to which the Author belongs. And if a Sprint has been blocked by its creator, its configuration cannot be modified until it is unlocked. This catalog assignment can only be done while the Sprints are in the editing phase. If it is Published, or even if it has been Unpublished (we will see it in the upper right corner of the thumbnail), it will no longer be possible to modify the catalog assignment. Not even by the Author who created it. Publish a Sprint: Any Author can publish a Sprint that belongs to his catalog, even if he is not the creator, or that he has created without being assigned to any catalog. Unpublish a Sprint: any Author can unpublish a Sprint that belongs to his Catalog, even if he is not the creator, or that he has created without being assigned to any catalog. Lock the editing of a Sprint: an Author can lock the editing of any of the Sprints he has created, preventing anyone else from modifying them. As long as the Sprint is not currently published (top right corner of the thumbnail). If a Sprint is locked, it cannot be published. Hide a Sprint: An Author can hide any of the Sprints he has created from other authors. As long as the Sprint is not currently published (top right corner of the thumbnail). Duplicate a Sprint: An Author can duplicate (create a copy) of any of the Sprints which he has access to, whether he is the creator or not. And whether it is published or being edited. Delete a Sprint: An Author can delete any of the Sprints he has created, whether they are in the editing phase, locked, or hidden. But they cannot be deleted if they are in Published status, in which case they must be unpublished first. Neither can they be deleted if there is any Training assigned to them, in that case the training must be deleted first. In no case Sprints that are not of authorship, created by another Author, can be deleted.

In this article we will see in detail the different tools for edting Events available in LMS Learning Manager, and how the Multi-organization function affects the actions we can perform. The Events section allows creating and managing virtual and face-to-face sessions for students within the LMS platform. Its creation and edition is limited to the Author profiles, Group Administrators will only be able to view the list of created events. Create an Event: any Author you can create a new Event, using the + button in the lower right corner of the screen. Check an Event: any Author will be able to view the content of an Event by clicking on its thumbnail, even if he is not the creator of the event. Edit an Event: any Author will be able to view the content of an Event by clicking on its thumbnail, even if he is not its creator. Publish an Event: any Author will be able to publish an Event, even if he is not the creator, by clicking on the three dots and through the option in the drop-down menu. Unpublish an Event: any Author may unpublish an Event, even if he is not the creator, by clicking on the three dots and through the option in the drop-down menu. Delete an Event: Any Author you can delete an Event, even if he is not the creator, by clicking on the three dots and through the option in the drop-down menu. As long as it is not Published, in that case you must unpublish it before.

In this article we will see in detail the different tools for editing Channels available in LMS Learning Manager, and how the Multi-organization function affects the actions we can execute. This section of the platform allows us to create Channels, or shared spaces that represent a thematic area of learning. Thanks to them we can group a series of specific Sprints under the same space, and enroll the students or groups we want in that space. Channels can change their list of Sprints, adding or removing content, regardless of the students registered. In the Channels section you will be able to: create new Channels, or edit existing ones. manage the Trainings, which allow us to register students in the Channels or suggest them to participate. The creation and editing of Channels is limited to Author profiles. In this part, the Group Administrator will only be able to preview those that belong to authors of the same Organization and that are assigned to one of its Catalogs, even if they have not yet been published. And his main function, which is to manage the Trainings. New Channel: an Author can create a new Channel and assign it to any Catalog the user is registered. It is very important to assign the Channel to a Catalog, since until we do it will not be visible to the Group Administrators and other Authors. Edit details: an Author can edit any Channel belonging to the catalogs to which he is assigned, even if it is not its creator. Except if it is currently published, in that case he will be able to view it but not modify its learning content. To do so, he will have to unpublish it first, and then republish it. Assign a Channel to a Catalog: a Author can assign a Channel to any of the catalogs it is part of. Or remove the Channel from any of the catalogs to which it has been assigned. Remember that you can only add or remove Channels from the catalogs to which the Author belongs. Manage Channel content: an Author can add learning content (Sprints) to any of the Channels that are part of the catalogs to which he is assigned, even if he is not the creator of the channel. If the channel is published, Sprints cannot be added, it must be unpublished first. Publish a Channel: any Author you can publish a Channel that belongs to his Catalog, even if he is not the creator. Or those that he has created himself without having been assigned to any catalog. Delete a Channel: an Author can delete any of the Channels belonging to his Catalog, whether he is the creator or not, and regardless of whether they have any openTraining. They cannot be deleted if they are in Published status, in which case they must be unpublished first.

Generating a new Training for a Sprint or Channel in the Multi-organization feature is done in the same way as before. The only exception is that when creating it, we must select the company (Organization) to which it will be assigned. We will be limiting the range of the Training to the Students who belong to this group, first level or any of its subgroups. Create a Training for an Organization Update: as of the release of the new version 5.33 (May 27th, 2023) new types of Trainings have been added. For more information, please check this article. Remember that: To create a Training for a Sprint o Channel, it must be previously published. The General Administrator can create Trainings for any Sprint or Channel. The Group Administrator can only create Trainings for Sprints or Channels associated with the organizations he manages, and only summon members of those organizations. Taking a Sprint Training as example, in the Training tab overview we look for the Sprint we want, and click on the three dots to display the configuration menu. There we will find the New Training option, which will display a side menu where we can configure the settings. Included the Company option, where we will select the organization we want. Completing the rest of the fields and clicking on the √ Save button in the upper right corner, we will have our new Training created. Factors to consider when creating a Training in Multi-organization: Only one Organization can be assigned for each Training. If we want to share a Script or Channel with students from more than one organization, we will have to create a Training for each of them. General Administrators can create Trainings for any organization. Group Administrators only for those they administer. Once the Training has been generated, the Organization to which it was assigned cannot be modified. Summon Users of the Organizations Once the Training has been created, we can add users from the organizations we manage, simply by looking for the Trainings section in the menu on the left side. Locate the one we have just created in the list, click on the three dots on the right side to display the options menu, and select the Student summoned menu. Here you will find the regular three options: CSV management: add users through a template file in this format. Group management: add all users of an Organization or Subgroup that we manage at the same time. Individually: to access a list of all the users in the organizations we manage, and select them one by one.

In this article we will see in detail the different tools for editing Trainings that we have in the LMS Training Management, and how the Multi-organization function affects the actions we can perform. The Trainings section allows us to create new editions of Sprints or Channels, this means to summon the students to the completion of these learning units. Each new Training must be assigned to a Sprint or Channel already created and published, although the same Sprint or Channel can have several differentTrainings . The task of creating and editing the Trainings belongs exclusively to the Group Administrators, so this section is not visible when working with an Author profile. Update: as of the release of the new version 5.33 (May 27th, 2023) new types of Trainings have been added. For more information, please check this article. Create a Training: any Group Administrator can create a new Training, as long as it is assigned to a Sprint or Channel previously created and published by an Author. To do so, look for it in the Sprints section or the Channels section, click on the three dots to drop down the menu, and select the New Trainingoption. When making a new Training it is important to know that: When creating it, you must specify the Organization it will be addressed to. You can only create a training for a Sprint or Channel that is included in a Catalog associated to one of the organizations that the user manages. And only summoun members of some of the groups or organizations you are managing. You can only create Trainings for Channels that have Sprints assigned to them. You cannot summon students to Channels that do not yet have content. Only one Organization can be selected at each Training, we can only summon students from the same Organization. Once the Training is created, the Organization to which it was assigned cannot be modified. Edit a Training: a Group Administratorcan access and edit the details of a Training as long as it was created by him. As for the trainings created by other administrators belonging to our Organization, only the students who have been summoun can be viewed and edited. When a Group Administrator creates a new Training associated to an Organization, other administrators of that organization will not be able to see it until a user is summouned. As long as the list of users remains empty, it will only be visible to its creator. Summon Students to a Training: once a Training is created, a Group Administrator can summon students and groups as many times as he wants. Including trainings created by other Group Administrators in the Organization. Only students or users who belong to the Organization it was assigned to, can be summoned. Delete a Training: a Group Administratorcan delete anyTraining that he has previously created, even if it is in progress by the Students. A Channel can also be deleted even if it has open Trainings. However, you cannot delete a Sprint that has open Trainings.

In this article we will take a quick look at the Awards tool of the Learning Manager in LMS, and how the Multi-organization function affects the actions we can execute. This section of the platform is used to consult the statistics and results of users as students of the platform: Particular results, Trainings in which they took part and Awards they have obtained. We will also access the Badges editor, where we can create and edit the awards our students will obtain by completing the learning contents. Regarding the functionalities we will have access according to our user access, in this case it is much more simple: The Leaderboard section, with the user's data, is simply for reference for both Group Administrators and Authors. The Badges editor is exclusively for Authors, who can create and edit badges. Group Administrators will only be able to view the list.

Checking the student Reports and exporting the results Reports has a new function with the Multi-Organization feature. The only users with access to consult this data are: General Administrators, for any organization or subgroup; and Group Administrators, only for the Organizations they manage. Checking the Reports Entering the LMS overview and going to the Reports general tab, we will access a general list of all users belonging to the organizations we manage, with the Sprints to which they have been summoned and their particular progress. The characteristic feature in this case is in the search filter. Since organizations feature as first-level groups, we can use this search filter to select the specific companies or organizations from which we want to collect information. This way we will get a concrete list of employees with their progress, which we can export as a report in CSV format. To do this, go to the box All groups, located at the top left. Clicking on it displays a menu with all the organizations and subgroups that we manage. Simply select one or more and click on the SEARCH button next to it to obtain the list of all the students and consult the results. Exporting the Reports To export this data, click on the EXPORT button on the top right to generate the report file. Then go to the Report History section, located in the menu on the right side of the screen, find the report you have just generated, by looking up the user and date, and click on the DOWNLOAD REPORT button.

In this article we will see in detail the different tools of Reports we have in the LMS Training Management, and how the Multi-organization function affects the actions we can perform. The Report section is a tool to globally consult the progress data of all students, classify them by different indexes, and export a report. Access to this section is exclusive to Group Administrators, Authors will not even be able to see the access tab or the overview: Once inside, you will be able to consult the data of any Training assigned to the Organization you manage, whether you are the creator or not. This means that you will be able to visualize the progress of the students of your own Organization, since at the moment of creating a Training it must be assigned to one of these groups. But this does not mean that you have access to the data of all the Organization's students. You will only be able to see the users who have been added to one of the above-mentioned trainings. Remember that data is processed once a day, Reports are calculated after 24 hours of use of the platform. Therefore, when we make a query in this section, we will see data from the previous day.