ExpertusONE – FAQs
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You can add customized Department/Employment Type/User Type/Job Role/Jib Title under the People tab using the “Add button” of the respective section, which will be used while creating a
For the training, which is self-sponsored, the following are the steps to follow:
- The training will be displayed in the ITEM NEEDS ATTENTION section -> ENROLL tab section with the Icon “CHECK OUT”.
- You can click on the CHECK OUT Icon to navigate to the shopping cart page.
- Please note that after successful order only, you will get enrolled in the training.
For the training, which are Organisation sponsored, following are the steps to follow:
You will be enrolled in the training after Manager approval and the training will be displayed in the My Learning -> To-Complete section.
Yes, you can remind the Manager by following the below steps:
- Navigate to ITEMS NEED ATTENTION -> APPROVAL REQUESTS.
- Click on the SEND REMINDER action Icon displayed next to the Training to send a reminder mail to your Manager to approve your training.
Yes, the approval request can be canceled.
- Navigate to the ITEMS NEED ATTENTION -> APPROVAL REQUESTS.
- Click on the CANCEL REQUEST action Icon displayed next to the Training to cancel the REQUEST.
After my request is rejected by my Manager, can I submit the approval request again at a later time?
Yes, you can do that. Sometimes managers may reject the request due to your schedule conflicts. So, you can submit the approval request again at a later period by choosing a different class/session.
Once the MANAGER APPROVAL icon is clicked, the training will no longer be displayed in the Catalog section.
The training will be displayed in the ITEMS NEED ATTENTION -> PENDING REQUESTS tab.
The approval status can be tracked in the ITEMS NEED ATTENTION -> PENDING REQUESTS tab.
Once it is approved by my Manager, the training will be displayed in the My Learning -> To-Complete section.
The training will be displayed in the My Learning -> To-Complete section.
You will receive an email notification once your manager approves or rejects your approval request.
In the Catalog Filter section, option is available to select the MANAGER APPROVAL REQUIRED training.
- In the “Request for ManagerApproval” popup, if you don’t find your Manager from the drop-down, click on the CONTACT ADMIN link
- This will open a pop-up page to fill in the required message
- Upon clicking SEND, ‘ Request to Assign Manager’ mail will be sent to the Admin
- Based on the mail Admin will assign a Manager to you
Yes, you have to select the class before submitting a Manager approval request. REQUEST APPROVAL Icon is displayed next to each class in the details page and you can click on the Icon for requesting approval from your Manager.
In the Catalog section, the icon ( 
) next to the training denotes that the training requires your Manager’s approval for you to enroll.
There is some training that requires your Manager’s approval in order for you to enroll. In such cases, here is the enrollment workflow:
- In the Catalog, below the training title, you will see the ‘MANAGER APPROVAL REQUIRED’ icon (
) instead of Enroll ( 
) icon - Clicking on this icon will take you to the details page of the training where you will see the list of classes in the course
- Click on the REQUEST APPROVAL icon after selecting the class
- “Request for manager approval” popup will be displayed, select the Manager from the drop-down and click on SUBMIT button
- Managers will be notified about the approval request and they can either approve/reject the request
- Till the Manager approves the training, no further enrollment action can be carried out on the details page
- Only after the Manager’s approval, you can get enrolled in the training
Yes. Go to My Account> Preferences tab and select your preferred view from the ‘Details Page View’ drop down to the Tree/Module view.
Yes. Use the filter option available in the details page to view the classes by a particular location, by date, and by selecting your preferred language. By default, your preferred location and preferred language will be pre-selected and the classes will be listed accordingly. You may change the filter options at any time and view the details.
If a course is offered in more than one language, there will be a multilingual icon displayed on the course image in the catalog section and on mouse hover, the list of languages in which the course is offered will be displayed.
By default, the courses offered in your preferred language will be displayed. You may select additional languages provided in the filter options to view the courses in other languages.
- Yes. Click on the expand action available on the right side corner of the playlist title.
- On the click, all the content added to the playlist will be listed with a ‘Remove’ (X) option for each.
- Clicking on the ‘Remove’ option will remove that content from the playlist.
- Yes. Click on the expand action available on the right side of the playlist title.
- On click, all the content added to the playlist will be listed with a ‘Launch’ option for each.
- Clicking on the ‘Launch’ option will play that content in the content player.
Yes. Click on the edit icon, and enter the playlist name in the text box provided for the playlist title, and click ‘Save’.
- Go to the ‘My Dashboard>Learning Playlists’ section.
- You can see the playlist here.
Yes. You can export as PDF or CSV format.
- On to the top right corner, you will see an export icon.
- Click on it and choose the format you need.
- Records will be downloaded in the format that you had specified.
Clicking on the ‘More’ option of the class or on the ‘Title’ will redirect you to the details page and you can see more details about the class on the details page.
- Click on the ‘Filter’ option available on the top right corner of the section.
- You may select multiple filter options and then click on ‘Apply’ to view the results.
You can view it in:
- My Dashboard>Certifications/Learning Paths.
- Learning History>Certifications/Learning Paths.
- Go to the ‘My Dashboard’ section.
- Select the ‘Learning History’ option, to find the list of all the courses that you have enrolled to date.
Yes. You can view the graph on the ‘My Dashboard>Learning Statistics>Overall tab’ under the ‘Action Center’ section.
Yes. You can view a pie chart of all the items that need your attention by category in the ‘Learner Engagement Console’ displayed in the banner section and also in ‘My Dashboard>Learning Statistics>Overall tab’. Click on the pie chart to view the details.
Yes. You can view an activity gauge chart of the courses you have added to the wishlist (Items in your wishlist) in the ‘Learner Engagement Console’ displayed in the banner section and also in ‘My Dashboard>Learning Statistics>Overall tab’.
Current Year tab:
- Yes. Go to the ‘My Dashboard>Learning Statistics’ section.
- In that, go to the ‘Enrolled and Completed training’ section.
- Select the ‘Delivery type’ from the drop-down and the graph will be displayed accordingly.
Overall tab:
- Yes. Go to the ‘My Dashboard>Learning Statistics’ section.
- In that, go to the ‘My Learning Statistics’ tab.
- You will see the pie chart for the ‘Delivery type’ displayed.
- Clicking on any pie will display a sub pie chart below with the details by the status of the class.
Current Year tab:
- Yes. Go to the ‘My Dashboard>Learning Statistics’ section.
- In that, go to the ‘Enrolled and Completed training’ section.
- Select the ‘Training type’ from the drop-down and the graph will be displayed accordingly.
Overall tab:
- Yes. Go to the ‘My Dashboard>Learning Statistics’ section.
- In that, go to the ‘My Learning Statistics’ section.
- You will see the pie chart for the ‘Training type’ displayed.
- Clicking on any pie chart will display a sub pie chart below with the details and the status of the class.
Current Year tab:
- Yes. Go to the ‘My Dashboard>Learning Statistics’ section.
- In that, go to the ‘Enrolled and Completed training’ section.
- Select the assignment type from the drop-down and the graph will be displayed accordingly.
Overall tab:
- Yes. Go to the ‘My Dashboard>Learning Statistics’ section.
- In that, go to the ‘My Learning Statistics’ section.
- You will see the pie chart for the ‘Assignment type’ displayed.
- Clicking on any pie chart will display a sub pie chart with the details by the status of the class.
Based on the target hours that you had set in the ‘My Account>Preferences’ tab, you can track your learning progress versus your goal in this graph.
- Go to the ‘My Dashboard’ section.
- Select the ‘Learning Statistics’ option, under which you can find the ‘Overall’ and ‘Current Year’ performances, both in theory as well as in graphical representation.
You may click on the ‘Title’ of the item you have bookmarked, or click on the ‘More’ option of that item.
Yes. Click on the launch option available for that content in the ‘Content’ tab. Content will be launched in the content player.
Yes. Click on the fully colored bookmark icon to remove the item from the bookmarks.
There are four tabs, Courses, Content, Certification, and Learning Path. You can view the bookmarked Classes/Content/Certification/Learning Path in their respective tabs.
- Go to ‘My Dashboard>Certification’.
- Click on the certification tab to view the certifications you have enrolled in.
- ‘Expired’ section will list all the expired certifications.
- Click on the ‘Recertify’ option available for each expired certification.
- Clicking that option will redirect you to the respective details page.
- The list of courses attached to the recertification program will be listed on the certification details page.
- Select the mandatory course and click ‘Enroll’ to enroll in the certification.
- Go to ‘My Dashboard>Certification’.
- Click on the certification tab to view the certifications you have enrolled in.
- ‘Expired’ section will list all the expired certifications.
- Go to ‘My Dashboard>Certification/Learning Path’.
- On to the top right corner, you will see a link ‘View Canceled Certification’ in the Certification tab.
- You will see a link ‘View Canceled Learning Path’ in the Learning Path tab.
- Clicking on the link will redirect you to the page where you can view your canceled training.
- Go to My Dashboard>Certification/Learning Path.
- Click on the ‘Certification’ tab to view the Certifications you have enrolled in.
- Click on the ‘Learning Path’ tab to view the Learning Paths you have enrolled in.
- The ‘Pending’ section will list all the waitlisted/payment pending Certification/Learning Paths in the respective tab.
- The ‘Incomplete’ section will list all the incomplete Certification/Learning Paths in the respective tab.
- Go to the My Dashboard>Certification/Learning Path.
- Click on the ‘Certification’ tab to view the Certifications you have enrolled in.
- Click on the ‘Learning Path’ tab to view the Learning Paths you have enrolled in.
- The ‘Completed’ section will list all the completed Certification/Learning Paths in the respective tab.
- Go to the My Dashboard>Certification/Learning Path.
- Click on the ‘Certification’ tab to view the Certifications you have enrolled in.
- Click on the ‘Learning Path’ tab to view the Learning Paths you have enrolled in.
- ‘To-Complete’ section will list all the enrolled Certification/Learning Paths in the respective tab.
- This tab will list all the classes, for which you have to take up the survey and provide your feedback about the class.
- Clicking on the ‘Take Survey’ option or the ‘Title’ will launch the survey in the content player and you can complete it from there.
This tab will list all the classes, for which you have to take up the assessment and complete the course. Clicking on the ‘Take Assessment’ option or the ‘Title’ will launch the assessment content in the content player you can complete it from there.
Clicking on the ‘More’ option corresponding to each item displayed or clicking on the title will redirect you to the respective details page. You may see more details about the class on the details page and take appropriate action.
- Classes that are canceled by instructor/admin/manager.
- Classes, for which your enrollment is canceled.
- Reminder message to attend training.
- Reminder to go and attend the practical evaluation session with the instructor.
There will be a ‘Launch’ option for each of the items listed in the ‘Launch’ tab. Click on the ‘Launch’ option or the ‘Title’ to launch the content associated with that class in the content player. Launch the content and complete it.
- Classes, for which the completion deadline is approaching.
- Classes, for which the new content version is available.
- There will be an ‘Enroll’ option for each of the items listed in the ‘Enroll’ tab.
- Click on the ‘Enroll’ option or the ‘Title’ to redirect you to the details page.
- Select a class and click on the ‘Enroll’ button to re-enroll to the listed item and complete it.
- Course/Certification that has expired and that need to be enrolled again.
- Course/Certification, which will expire soon.
- New Compliance/Mandatory training that has been assigned to you.
- If you have missed attending a class.
- If you failed the assessment for a class.
- The content attached to a class under compliance/mandatory course has expired.
- Access to the training has expired.
Items Need Attention lists the Classes/Certifications/Learning Paths that need your attention grouped by the following actions:
- Enroll
- Launch
- Reminder
- Take Assessment
- Take Survey
You can come to the Certification/Learning Path details page from:
- Go to the ‘My Dashboard>Certification/Learning Path’ section. Click on the ”Certification/Learning Path’ title or the ‘More’ option to redirect you to the respective details page.
- Go to the ‘My Learning’ section and search for the class you have enrolled as part of the Certification/Learning Path. Click on the class ‘Title’, or the ‘More’ option to redirect you to the ‘Certification/Learning Path’ details page, to which the class is associated with.
Yes. Use the ‘Re-enroll’ option available on the details page for that class.
Yes. If there are other active classes available within the course, you may change the class. If you do not find any active class, you may use the ‘Request Class’ option to contact admin and request for a new class.
Yes. You can re-certify by clicking on the ‘Recertify’ option available in the description section of the Certification/Learning Path, and this option will be available only during the re-certify period.
Go to the ‘Certification/Learning Path’ details page. In the description section of the Certification/Learning Path, you will have a ‘Cancel Certification/Cancel Learning Path’ option. Click on it to cancel your enrollment to the Certification/Learning Path.
Once enrolled in the Certification/Learning Path, you can see the enrolled Certification/Learning Path in the ‘To-Complete’ section of the My Dashboard> Certification/Learning Path. You can also view the enrolled classes under the Certification in the ‘To-Complete’ tab of the ‘My Learning’ section.
Yes. If there are more than 5 Attend-In Person/Attend-Remote classes, the classes will be listed in the calendar view. Else it will be displayed in the list view. Below are the steps to be followed to view the classes in the calendar view:
- When there are more than 5 Attend-In Person/Attend-Remote classes, the ‘Calendar of Events’ table will be displayed.
- This lists the number of classes by month and by location chosen in the filter.
- In the filter, by default preferred location and language will be selected. You may enter the date range and it should be within the 6 months’ time period.
- If no date range is selected in the filter window, by default from the current month up to 6 months period will be considered and the classes scheduled in these 6 months will be displayed.
- Attend-Remote classes will also be displayed in this table by month.
- Clicking on the number of classes for a location and month in the ‘Calendar of Events’ table will open up the calendar and the date on which the classes scheduled for the selected location will be highlighted.
- Clicking on a particular date will list all the classes scheduled on that date for the selected location.
- To view all the classes scheduled in a month, click on the number corresponding to location ‘All’ for a month in the ‘Calendar of Events’ table.
In the module view, click on the expand (+) icon to view the list of courses in that module. Clicking on the course will list the classes available for that course on the right side. You can view the course details in the tree view by clicking on the ‘Switch to Tree View’ option.
Yes. Use the ‘Trash’ icon available corresponding to each class to remove it from the floater box.
A Certification/Learning path might have more than one course, to which you may want to enroll. As and when you select the class for a course, it gets added into this floater box. As a final step, you may verify the classes you have added in the floater box and enroll in the added courses.
- You can search for users within your organization in the ‘My Profile>Other Users’ section.
- You can search by username, job role, or manager name. Select the option from the dropdown values and enter the search text in the search text box and click on the search icon.
- The user list will be listed based on your search criteria.
- Click on the user name will open up the user profile on a new screen.
- Go to the certification details page.
- In the module view, select the course you may want to enroll.
- On to the right, you will see the list of classes for that course being displayed.
- Select a class by clicking on the radio button.
- The moment you click on the radio button, the class gets added to the floater box.
- Review the selected classes added to the floater box.
- Click on the ‘Enroll Selected Classes’ button to enroll.
Click on the ‘Edit’ icon corresponding to any of the listed sections in ‘My Profile’ and this will display a screen in edit mode for you to fill in the details.
Yes. Click on the ‘Done’ button available at the bottom right corner of the content player. The progress will be captured and the next time you launch the same content, you can resume from where you left.
Go to the details page of the certification and on the right side of the certification details box, you will find specific details about the certification. You can find the expiration details of the certification in that box.
- Click on the ‘Playlist’ icon available at the content level.
- Click on the ‘Add to Existing playlist’ option.
- Select the playlist, to which you want to add the content by clicking on the radio button.
- Click on the ‘Add to Selected Playlist’ option.
In the certification details page, below the description of the certification, you can view the count of modules, and the count of mandatory courses.
- Click on the ‘Playlist’ icon available at the content level.
- Click on ‘Create a new playlist’ option, and type a name for the new playlist you want to create and click ‘Add’.
The Tree View shows the modules, courses, and classes in a hierarchical view.
The Module View shows the courses on the left side and the corresponding classes on the right side. Clicking on any course lists the associated classes.
- Go to the ‘Catalog’ section.
- Click on the ‘Title’ of the Certification/Learning Path or the ‘More’ option to redirect you to the respective details page.
- If it’s a non-priced Certification/Learning Path, you may also click on the ‘Enroll’ option to view the details page.
- If it’s a priced Certification/Learning Path, you may also click on the ‘Add to Cart’ option to view the details page.
- Click on the ‘Playlist’ icon available at the content level.
- There will be two options displayed. Either ‘Create a new playlist’ and add the content to it or ‘Add to an existing playlist’.
Yes. Click on the ‘Bookmark’ icon available at the content level.
Yes. Click on the ‘Bookmark’ icon available in the header section of the player.
Content Player is the player space where you view the content. The Content Player opens up when you click on the launch button of a class.
You have to re-enroll for the course again if you could not attend a class. But if you already know that you will not be able to attend the class, then you can change the class before itself, for some other date/ period.
Using the ‘Request Class’ option on the details page you can request a class to your admin. Specify the course name, message, and click on the ‘Submit’ button to send out a request to admin.
A paid course can be canceled based on the cancellation policy. A paid course with a cancellation policy will get a refund based on the policy setting.
No, the learner cannot cancel a compliance course.
No, the learner cannot cancel a mandatory course.
Yes. Once you have enrolled in the class, you can directly launch the content in the Content Player, using the ‘Launch’ option given of that class.
Yes. You can cancel it on the respective details page. Click on the ‘Cancel’ option available in the description section to cancel the Certification/Learning Path.
Go to the course details page. Under the ‘All Classes’ section corresponding to each class, you can find the duration specified.
- Go to the ‘To-Complete’ tab of the ‘My Learning’ section.
- Search for that class.
- Click on the ‘More’ option available for that class.
- You will be redirected to the details page of that class.
In the course details page, you can see the average rating of the course next to the course title, and the individual rating for a class can be seen next to the class title under the ‘All Classes’ section.
In the course details page, under each of the listed classes click on the expand icon and you can find all the session details of that class.
- Go to the ‘My Learning’ section.
- Click on the ‘To-Complete’ and search for the class that you may have to join.
- Click on the ‘Join’ option in the grid, front view, or the list view will open the meeting screen in a new window.
- You can also join the class using the ‘Join’ option available for that class on the details page.
- Go to the ‘My Learning’ section.
- Click on the ‘To-Complete’ tab to see the list of classes enrolled in.
- Use the ‘Cancel Class’ option to cancel the class.
- You may also go to the respective details page and click on the ‘Cancel Class’ option.
In the course details page, corresponding to each class the number of seats available will be displayed.
No, Surveys are not mandatory.
In the course details page, corresponding to each class the waitlist position will be displayed.
Yes, it is mandatory for the learner to complete the assessment in order to complete the course.
- Go to the ‘My Learning’ section.
- Click on the ‘Change Class’ icon.
- You will be redirected to the details page of that class where you can see the list of active/future classes.
- Select a class and click ‘Enroll’.
Yes. After you enroll in the first class, from the course details page, click on the ‘Re-enroll’ option. This will list all the active classes available and you can select one and enroll.
You can change class only if there is an alternative class available in the course you have selected.
- Go to the ‘My Learning’ section.
- Click on the ‘Completed’ tab.
- You can find the expired class in this tab.
- Click on the ‘More’ option of this class and you will be redirected to the details page.
- Click on the ‘Re-enroll’ option to re-enroll to the course.
- You may also go to the ‘My Dashboard>Items Need Attention’ section under the ‘Enroll’ tab and find the class.
- Click on the ‘Enroll’ option to proceed further.
Yes. Go to the course details page. Under the ‘All Classes’ section, if there are more than 5 Attend-In Person/Attend-Remote classes, the classes will be listed in the Calendar view. Else, it will be displayed in the ‘List’ view. Below are the steps to be followed to view the classes in the calendar view:
- When there are more than 5 Attend-In Person/Attend-Remote classes, the ‘Calendar of Events’ table will be displayed.
- This lists the number of classes by month and by location chosen in the filter.
- In the filter, by default preferred location and language will be selected. You may enter the date range and it should be within the 6 months’ time period.
- If no date range is selected in the filter window, by default from the current month up to 6 months period will be considered and the classes scheduled in these 6 months will be displayed.
- Attend-Remote classes will also be displayed in this table, by month.
- Clicking on the number of classes for a location and month in the ‘Calendar of Events’ table will open up the calendar and the date on which the classes scheduled for the selected location will be highlighted.
- Clicking on a particular date will list all the classes scheduled on that date for the selected location.
- To view all the classes scheduled in a month, click on the number corresponding to location ‘All’ for a month, in the ‘Calendar of Events’ table.
- Go to the ‘My Learning’ section.
- Click on the ‘Completed’ tab.
- You can find the expired class in this tab.
- You will also get a notification in the ‘My Dashboard>Items Need Attention’ section under the ‘Enroll’ tab.
- Look for the classes under the ‘All Classes’ section on the details page.
- All the active/future classes will be listed in this section.
- Review the class details and select a class that is suitable for you, by clicking on the radio button.
- Click on ‘Add to Cart’.
- The selected class will be added to the cart. You may further click on the cart icon available in the header section and proceed to checkout.
After getting enrolled in a class successfully, you will be able to view the class details in the ‘To-Complete’ tab of the ‘My Learning’ section.
- Go to the ‘My Learning’ section.
- Click on the ‘All’ tab.
- On to the top right corner, you will see a link ‘View Canceled Classes’.
- Clicking on the link will redirect you to the page where you can view your canceled classes.
- Look for the classes under the ‘All Classes’ section on the details page.
- All the active/future classes will be listed in this section.
- Review the class details and select a class that is suitable for you, by clicking on the radio button.
- Click on ‘Enroll’ and you will be enrolled in the selected class.
- Go to the ‘Catalog’ section.
- Select the course you want to learn and open the course details page.
- On the right, check whether any prerequisite course count is specified.
- If yes, then click on the link to take to the prerequisite section in that details page.
- Check if the prerequisite course has been completed. If not, click on the ‘More’ option to view the details of the prerequisite course and enroll to complete the course.
- Go to the ‘My Learning’ section.
- Click on the ‘All’ tab.
- You will have the records listed under the following sections:
-
- To-Complete: All the enrolled and in-progress classes will be listed in this section.
- Completed: All the completed classes will be listed in this section.
- Pending: All the waitlisted and payment pending classes will be listed in this section.
- No Show: All the classes in which you are marked as ‘No Show’ will be listed in this section.
- Incomplete: All the classes that are in incomplete status will be listed in this section.
A course the learner must have taken before enrolling in a specific course.
Go to the details page of the course and on the right side of the course details box, you will find specific details about the course. You can find the languages, in which the course is offered. Clicking on a particular language will display the course title/description in that language.
Yes. You can export as PDF or CSV format.
- Go to the ‘My Learning’ section.
- Click on the ‘All’ tab.
- On to the top right corner, you will see an export icon.
- Click on it and choose the format you need.
- Records will be downloaded in the format that you had chosen.
Yes. Go to the details page of that class and click on the ‘Re-enroll’ icon. This will list all the active classes available under the course. Select a class and click ‘Enroll’.
Go to the details page of the course and in the course details box, below the description you will find the attachments. You can click on the attachment title and download it.
- Go to the ‘My Learning’ section.
- Click on the ‘All’ tab.
- As you scroll down the screen, you will see an ‘Incomplete’ section.
- The classes in incomplete status will be listed under this section.
- Go to the ‘Catalog’ section.
- Click on the ‘Title’ of the course or the ‘More’ option to redirect you to the details page of that course.
- If it’s a non-priced course, you may also click on the ‘Enroll’ option to view the details page.
- If it’s a priced course, you may also click on the ‘Add to Cart’ option to view the details page.
- Go to the ‘My Learning’ section.
- Click on the ‘All’ tab.
- As you scroll down the screen, you will see a ‘No Show’ section.
- The classes you missed to attend will be listed under this section.
- Go to the ‘My Learning’ section.
- Click on the ‘All’ tab.
- As you scroll down the screen, you will see a ‘Pending’ section.
- All the waitlisted and payment pending classes will be listed under this section.
Click on the ‘Completion Certificate’ icon available in the completed tab of the ‘My Learning’ section or on the details page of the class. Your completion certificate will be opened.
Click on the ‘Rating’ icon available in the completed tab of the ‘My Learning’ section or on the details page of the class. Provide your ratings and click ‘Submit’.
In the ‘My Learning’ section, click on the calendar icon available on the top right of the section. Click on the ‘Completed’ tab and you can view the last completion class details. You may select any month and view the list of classes completed in that month.
In the ‘To-Complete’ tab of the calendar view, click on a particular date and the classes scheduled for that date will be listed on the right in the grid view. The moment you mouse over on the image it flips and you can view the details of the class. Click on the ‘More’ option available on the flip side, to go to the details page of that class where you will see more details of the class.
In the ‘My Learning’ section, click on the calendar icon available on the top right of the section. Clicking on the calendar icon will take you to the ‘To-Complete’ tab of the calendar view and redirects you to the month, on which your first class is scheduled. You may also use the options provided in the calendar view to view the next or previous available classes.
Mouse over the class image and it flips. On the flip side, you will find the session location, date and time. If there are multiple sessions for a class, the calendar icon will be highlighted with a dot. Click the ‘More’ option to view all the session details in the details page.
- Launch the option to launch the content.
- Join the option to join the ‘Attend – Remote’, class.
- Share the option to share the class with other learners.
- Bookmark option that lets you bookmark the class for future reference.
- ‘More’ option, clicking on which will take you to the details page of that class and you can see even more information about this class.
- ‘Pre-test’ option, clicking on which will launch the pre-test content in the content player.
- Change class option, clicking on which will take you to the class details page, wherein you can choose another class instead of the already enrolled one.
- The Cancel enrollment option, lets you cancel your enrollment for that class.
- Take the Assessment option, clicking on which will launch the assessment in the content player and you may take up the assessment and complete the course.
- Take the Survey option clicking on which will launch the survey page in the content player and lets you to provide your feedback on the class.
- Clicking on the ‘Title’ will also redirect you to the details page of the class and you can view the entire details about the class.
You can add a course to the shopping cart from the details page. Select a class and click on the ‘Add to Cart’ option.
When you are in the grid view, the moment you mouse over on the class image it flips and you will see session details of the class and more action icons to perform the respective action.
- You can share the course that you have not enrolled from the ‘Catalog’ section using the ‘Share’ option.
- You can share the course that you have enrolled from ‘My Learning’ using the ‘Share’ option.
Yes. Click on the ‘Launch’ option to directly launch the content in the content player.
The classes you have enrolled and the in-progress classes will be displayed in the ‘To-Complete’ tab. Upcoming classes will be listed first.
The default view will be the grid view and the learner might switch to list/calendar view by clicking on the respective icons available on the top right of the section.
Use the filter option available on the top right of the section. You may select ‘Assigned by’ filter as ‘Manager’ and click ‘Apply’. On the image, ‘Manager’ will be marked on the top right corner of the image, which indicates the training has been assigned by your manager.
Use the filter option available on the top right of the section. You may select one or more than one option and click ‘Apply’. On the image, ‘Mandatory or Compliance’ will be marked on the top left corner of the image.
You can use the search option. Enter the search text in the search text box and click on the search icon. You can search for a course by title, description, tag, or category.
You can find the courses that you have enrolled to date in My Dashboard > Learning History section.
No. Based on the configuration done by your admin, you may see six months or 12 months of records. (i.e) You will be able to view the courses you have enrolled in the last six months or 12 months period.
All the courses you are enrolled in will be in the ‘My Learning’ section.
- Go to the ‘Catalog’ section on the home page.
- Click on the ‘Filter’ option on the top right of the section.
- From the ‘PRICE’ option, select the ‘FREE’ option to filter only the free courses.
- Go to the ‘Catalog’ section on the home page.
- Click on the ‘Sort’ option on the top right of the section.
- Select ‘Most Enrolled’ from the drop-down menu.
- Most enrolled courses will be displayed.
- To view the last five recently added courses to the Wishlist, click on the Wishlist icon on the header menu.
- From the drop-down menu, clicking on any course will take you to that respective course details page.
- Clicking the ‘SHOW ALL’ button on the top of the drop-down menu will take you to the ‘Wishlist’ tab on the Catalog section, where you can see the total list of courses you have added to the Wishlist.
- You can also directly go to the ‘Catalog’ section on the homepage, and click on the Wishlist tab to view the total list of courses you have added to your wishlist.
Learners add the course they may want to enroll in the future to their wishlist. The ‘Wishlist’ icon is found under every course in the Catalog section. By clicking the ‘Wishlist’ icon of a particular course, that course will be added to their Wishlist.
- Go to the ‘Catalog’ section.
- Under the ‘All’ tab, you will see an option ‘Recommended’ with options ‘Based on your Profile’ and ‘Based on Similar Profiles’ highlighted with two different colors.
- On the course image to the top left corner, you will see one of the two colors to indicate if the course is recommended based on your profile (Admin recommended courses) and based on similar profiles (Intelligence Engine recommendation).
- ‘Based on your profile’ indicates that the course is recommended by the admin.
- You can also find these courses under the ‘Recommendation’ tab.
- Go to the ‘Catalog’ section.
- Select the Course/Certification/Learning Path from the list of training displayed in the Catalog.
- Click on the ‘Title’ or ‘More’ icon of the Course/Certification/Learning Path that you would like to learn.
- You will be directed to the corresponding Course/Certification/Learning Path details page.
- The details page displays the complete information of available classes for that course.
The ‘Recommendation’ tab displayed in the Catalog section shows Courses and Learning Paths recommended by our Intelligence Engine as well as the courses recommended to you based on the learner group, to which you are a part of. Recommendations are based on your profile, interests, and other profiles like you. The highly recommended training will be listed at the top for the learners to enroll.
- Go to the ‘Catalog’ section.
- Select the ‘Tag Cloud’ tab under the Catalog section.
- A list of tags will be listed under this tab. Clicking on any tag name will bring the associated courses in the ‘ALL’ tab.
- You can also type in tag name in the SEARCH text box, which brings the courses associated with that tag
- Go to the ‘Catalog’ section.
- Select the ‘Categories’ tab under the Catalog section.
- A list of Categories will be listed under this tab. Clicking on any category name will bring the associated courses in the ‘ALL’ tab.
- You can also type in category name in the SEARCH text box, which brings the courses associated with that category
- Look for the icon before the title. Each training type can be identified with its distinct icon.
- Certification/Learning Path will be displayed with a projected image indicating there are underlying courses.
No. In order for the learner to view the entire details of the class and make a decision, we are not allowing direct enrollment from the catalog section, even if there is only one class attached.
The default setting will be the masonry view, and you may switch to the ‘List’ view at any point in time by clicking on the list view icon on the right corner of the Catalog section.
- Yes. Use the filter option and specify the date range in the date filter option and click ‘Apply’.
- This will bring the list of training scheduled for the date range you have specified.
Apply the filter options provided to narrow down your catalog results. Use the filter option to narrow down by category, training type, delivery type, location, language, rating, price, and date.
You can view the list of Certification/Learning Path you have enrolled in ‘My Dashboard>Certification/Learning Path’.
Once you have enrolled, the classes will be listed in the ‘My Learning’ section – To Complete tab.
The courses are delivered in five different ways:
- Attend- In-Person – Instructor-Led Training (ILT)
- Attend Remote – Virtual Class
- Read – Web-based
- Watch – Video/Audio
- You can search for training by title, code, description, tag, or category.
- Training will be listed in the default, masonry view.
- Click on ‘Title’ or the ‘More’ option to see the details of the training.
- Select the class and click on the ‘Enroll’ (for non-priced training) or ‘Add to Cart’ (for priced training) option to get enrolled.
- If priced training, once you have added the training to the cart, finish the checkout process and pay the amount to get enrolled.
- Sticky Header is the rolling text, which you see on the homepage header.
- Compliance or Mandatory training that requires immediate learner’s attention will be listed in this.
Example: Completion due in two days or today/expiry due in one day or today. - Items will be listed in this section until the learner takes an action on that.
- Clicking anywhere on the Sticky Header will let the learner perform appropriate action from there itself.
- Go to MY ACCOUNT page by clicking on the profile picture on the homepage.
- Under the ORDERS tab, select the invoice you want to print or download by clicking the eye icon. On the top right of your invoice screen, you will find the ‘Print’ and ‘Download’ icons, through which you can either print or download the invoice.
- Go to MY ACCOUNT page by clicking on the profile picture on the homepage.
- Click on the ORDERS tab, under which you will be able to view your order history.
- Click on the ‘Eye’ icon to view the invoice of a particular order.
- Go to MY ACCOUNT page by clicking on the profile picture on the homepage.
- Click on the ORDERS tab, under which you will be able to view your ‘Order History’.
- Go to MY ACCOUNT page by clicking on the profile picture on the homepage.
- Select the ‘PRIVACY’ tab and then click on the link to ‘Delete Account’.
- Enter the ‘Reason for Account Deletion’ in the text box and click ‘SUBMIT’.
- The deletion request will be sent to your admin and you will receive a confirmation email once done.
- Go to MY ACCOUNT page by clicking on the profile picture on the homepage.
- Select the ‘PRIVACY’ tab and then click on the link to ‘Download Account Information’.
- Go to MY ACCOUNT page by clicking on the profile picture on the homepage.
- Under the SAVED ADDRESSES tab, select ‘ADD NEW ADDRESS’ and add details of your address.
- Enter a name for your address in the text field labeled as ‘Address Name’ and click ‘SAVE’.
- You can add any number of addresses to your account.
- Select anyone to set it as your default address. This will be your default billing address.
- You can make changes to the addresses at any time, and save the details.
- Go to MY ACCOUNT page by clicking on the profile picture on the homepage.
- Under the PREFERENCES tab, set the target hours for the current year (Jan – Dec). You can change this at any time.
- Save the details.
- Go to MY ACCOUNT page by clicking on the profile picture on the homepage.
- Under the PREFERENCES tab, you can select the date format from the given options.
- Save the details.
- The dates displayed in the application will be in the date format that you have selected.
- Go to MY ACCOUNT page by clicking on the profile picture on the homepage.
- Under the PREFERENCES tab, you can select a City, State, and Country of your choice from the options given.
- Save the details.
- You can now view the training that is available in your preferred location on the details page.
- Go to MY ACCOUNT page by clicking on the profile picture on the homepage.
- If your admin has given you the option to change your preferred currency, under the PREFERENCES tab, you can select the Currency of your choice from the options given.
- Save the details.
- You can now purchase training in your preferred currency.
- Go to MY ACCOUNT page by clicking on the profile picture on the homepage.
- Under the PREFERENCES tab, you can select the language of your choice from the language drop-down menu.
- Save the details.
- You can now view the application in your preferred language.
- Go to MY ACCOUNT page by clicking on the profile picture on the homepage.
- Under the PREFERENCES tab, you can select the time zone of your choice from the options given.
- Save the details.
- Go to MY ACCOUNT page by clicking on the profile picture on the homepage.
- Under the DETAILS tab, click on the edit icon available next to the ‘Interests’ label.
- To make changes to any of the interests entered already, click on it and make the necessary changes and click ‘Save’ to update the details.
- To remove the entered interest, click on the remove (X) option.
- Go to MY ACCOUNT page by clicking on the profile picture on the homepage.
- Under the DETAILS tab, click on the edit icon available next to the ‘Interests’ label.
- Click on ‘ADD’.
- Enter your interest.
- Select the ‘Show All’ option if you would like your added interest to be displayed to other users when they search for your profile.
- Click ‘Save’ to save the entered details.
- Go to MY ACCOUNT page by clicking on the profile picture on the homepage.
- Under the DETAILS tab, click on the edit icon available next to the ‘External Training’ label.
- Click ‘MODIFY’ to make changes to the already entered external training details.
- Make changes and click ‘SAVE’.
- Click ‘REMOVE’ to remove the already entered training details.
- Go to MY ACCOUNT page by clicking on the profile picture on the homepage.
- Under the DETAILS tab, click on the edit icon available next to the ‘External Training’ label.
- Click ‘ADD’.
- Select the training type from the options given, and give all the other necessary details needed for validation.
- Attach soft copies of the certificates for the training you acquired.
- Select the ‘Show All’ option if you would like your added training to be displayed to other users when they search for your profile.
- Click ‘Save’ to save the entered details.
- Go to MY ACCOUNT page by clicking on the profile picture on the homepage.
- Under the DETAILS tab, click on the edit icon available next to the ‘Education’ label.
- Click ‘MODIFY’ to make changes to the already entered education details.
- Make changes and click ‘SAVE’.
- Click ‘REMOVE’ to remove the already entered education details.
- Go to MY ACCOUNT page by clicking on the profile picture on the homepage.
- Under the DETAILS tab, click on the edit icon available next to the ‘Education’ label.
- Click ‘ADD’.
- Enter the details of your School/ College, your Qualification, Specialization, and the period you studied.
- Select the ‘Show All’ option if you would like your added qualification to be displayed to other users, when they search for your profile.
- Click ‘Save’ to save the entered details.
- Go to MY ACCOUNT page by clicking on the profile picture on the homepage.
- Under the DETAILS tab, click on the edit icon available next to the ‘Work Experience’ label.
- Click ‘MODIFY’ to make changes to the already entered work experience details.
- Make changes and click ‘SAVE’.
- Click ‘REMOVE’ to remove the already entered work experience details.
- Go to MY ACCOUNT page by clicking on the profile picture on the homepage.
- Under the DETAILS tab, click on the edit icon available next to the ‘Work Experience’ label.
- Click ‘ADD’.
- Enter the Working period, Designation, Company Name, and Location of your current or previous job.
- Select the ‘Show All’ option if you would like your added work experience to be displayed to other users when they search for your profile.
- Click ‘Save’ to save the entered details.
- Go to MY ACCOUNT page by clicking on the profile picture on the homepage.
- Under the DETAILS tab, click on the edit icon available next to the ‘Skills’ label.
- To make changes to any of the skills entered already, click on the skill name.
- Make the necessary changes and click ‘Save’ to update the details.
- To remove the entered skill, click on the remove (X) option.
- Go to MY ACCOUNT page by clicking on the profile picture on the homepage.
- Under the DETAILS tab, click on the edit icon available next to the ‘Skills’ label.
- Click on ‘ADD’.
- Enter the skills you have acquired and also the proficiency level.
- Select the ‘Show All’ option if you would like your added skill to be displayed to other users when they search for your profile.
- Click ‘Save’ to save the entered details.
- Go to MY ACCOUNT page by clicking on the profile picture on the homepage.
- Under the ‘Details’ tab, click on the edit icon available next to the ‘Profile Summary’ label.
- Enter the details and click ‘Save’ to save the details.
- Select the ‘Show All’ option if you would like your profile summary to be displayed to other users when they search for your profile.
You may remove a bookmark, by clicking on the fully colored Bookmark icon from the header bookmark box or on the ‘My Dashboard>Bookmarks For Reference’ tab.
- The course that you have bookmarked from ‘My Learning’, will be displayed in this section.
- The Bookmark icon will be highlighted with a colored dot on the top right corner, whenever there is a new entry to this section.
- The recent five items will be displayed in this box.
- Click on ‘Show All’ to view more bookmarked items.
- You can click on the title of the course to view more details.
You may remove any item from your wishlist, by clicking on the fully colored wishlist icon from the header wishlist box or from the catalog section.
- The course that you have added to your wishlist from the catalog, will be displayed in this section.
- The Wishlist icon will be highlighted with a colored dot on the top right corner, whenever there is a new entry to this section.
- The recent five items will be displayed in this box.
- Click on ‘Show All’ to view more items you have added to the wishlist.
- You can click on the title of the training to view more details.
- Click on Enroll/Add to cart option to get enrolled in the training.
Yes. You can delete by clicking on the trash icon displayed next to each announcement. Also, clicking on ‘Show All’ displays all the announcements, and clicking on the ‘Delete All’ option available on the top right corner of the announcement screen deletes all the announcements.
- Go to MY ACCOUNT page by clicking on the profile picture on the homepage.
- Under the ORDERS tab, select the invoice you want to print or download using the eye icon. On the top right of your invoice, you will find the ‘Print’ and ‘Download’ icons, through which you can either print or download the invoice.
Yes. Click on the ‘Add new address’ tab in the billing details section. Enter the details and provide a name for your address in the text field labeled as ‘Address Name’ and click ‘SAVE’.
- In the ‘Items in Cart’, corresponding to each item, we have a ‘Trash’ icon. Click on it to remove from the cart.
- You may also click on the ‘Wishlist’ icon, which will remove the item from the cart and add it to your wishlist.
- Clicking on the link ‘Continue Shopping’ will take you to the Catalog section.
- You may also click on the ‘Catalog’ link on the fixed header to go to the catalog section.
- If an item is added to the cart or removed from the cart, the tax will be recalculated.
- Changes applied to discounts – Adding discount/coupon code or removal of the entered code.
- Change in the billing details.
Each code entered will be displayed in the discount column. To remove any discount code, click on the remove icon (X) available next to each entered discount code. The moment you remove a code, the total amount payable will be recalculated and will be displayed in the summary section.
- Enter the discount/coupon code in the text area and click ‘Apply’.
- Multiple coupons can be used. Enter each coupon code and click ‘Apply’.
Learning Path is typically created with a collection of courses that comprises an area of specialization. All mandatory courses need to be completed in order to fulfill the requirements of the Learning Path. Once completed, the course does not expire and is valid for a lifetime.
Certification is a learning program made of one or more courses and is taken for acquiring a skill, meeting regulatory/compliance requirements in your job role. It can be obtained by completing all mandatory courses included in the program. Certifications may carry a validity period, after which they expire. In such cases, recertification is required to remain certified.
Course, Certification, and Learning Path are the three training types.
- Whenever you add training to the cart, the cart icon on the header will be highlighted with a colored dot on the top right corner.
- Clicking on the ‘Cart’ icon will redirect you to the Shopping Cart page.
- You may review the items you have added and delete any or add any to your wishlist.
- Enter the billing details.
- Enter the payment details.
- Enter discount coupons (if any).
- Agree to the ‘Terms and Conditions’ and proceed to checkout by clicking on ‘Click to Pay’.
- Go to the My Account page by clicking on the profile picture on the homepage.
- Click on the ORDERS tab, under which you will be able to view your order history.
- Click on the ‘Eye’ icon to view the invoice of a particular order.
- Go to the My Account page by clicking on the profile picture on the homepage.
- Click on the ORDERS tab, under which you will be able to view your Order History.
- Any announcement from the organization will be listed here.
- The announcement icon will be highlighted with a colored dot on the top right corner, whenever there is a new entry to this.
- Click on the announcement title to view more details about the announcement.
- When there are more than 5 items to be displayed in this announcement box, you will be provided a ‘Show All’ option.
- Clicking ‘Show All’ will display more announcements on the announcement page.
- Alert messages are displayed in the ‘Alert’ section and it lists the Classes/Learning Path / Certification, which requires your attention and specifies the action you need to take to complete that training
- Alert messages will be displayed for mandatory/compliance training, which needs to be completed within a specific date
- The alert icon will be highlighted with a colored dot on the top right corner, whenever there is a new entry to this section.
- The action icon corresponding to each training will be displayed, which lets you take appropriate action to complete that training
- When there are more than 5 items to be displayed in this alert box, you will be provided a ‘Show All’ option
- Clicking ‘Show All’ will display more items on the ‘Items Need Attention’ page
- Help Icon will be available next to the profile picture.
- You may drag this icon to any of the sections on the home page.
- As you drag the help icon to any section, the help hotspots will start to appear.
- Drop the help icon on to any hot spot to view the help message for that section.
- Remove the message and click on the close (X) option to close the message box.
- You can close the help icon by clicking on the close (X) option available and press ctrl+q to get the help icon back.
- Go to MY ACCOUNT page by clicking on the profile picture on the homepage.
- Under the ‘Details’ tab, click on the edit icon available next to the ‘Name and Details’ label.
- Mouse hover on the image and you will see an edit icon on the faded image.
- Click on that edit icon displays two options:
- Change Image – Click to upload a new image.
- Remove Image – Click to remove the existing image and default it to the avatar image.
- After the image has been updated, click the ‘Save’ option to save the details.
- Go to MY ACCOUNT page by clicking on the profile picture on the homepage.
- Under the ‘Details’ tab, click on the edit icon available next to the ‘Name and Details’ label.
- To add a picture, mouse over on the avatar image and you will see an option ‘Upload New Image’.
- Click on it will open the browser window. Select an image and use the zoom in(+) or zoom out(-) options to fit the image into the grid.
- Click on ‘Upload’ to finish uploading the image.
- Read instructions carefully if you are not able to upload your image.
- After the image has been updated, click the ‘Save’ option to save the details.
- Go to MY ACCOUNT page by clicking on the profile picture on the homepage.
- Under the ‘Details’ tab, click on the edit icon available next to the ‘Name and Details’ label.
- You may change your first name, last name, email address, and password at any time.
- Once done, click on ‘Save’ to save the changes done.
- You will be redirected to the My Account>Preferences page to enter your preferences.
- Enter all the mandatory fields.
- Click ‘Save’ and you will be redirected to the home page.
- Go to ExpertusONE LXP site.
- Click on the ‘SIGN IN’ option.
- Click on ‘SIGN IN USING COMPANY LOGIN’ option and this will redirect you to your company login page.
- Select the ‘Forgot Password?’ link on the ‘Sign In’ screen.
- Enter your e-mail address.
- Answer the security question and click ‘SUBMIT’.
- The reset password link will be sent to your email.
- Using the link reset the password.
- Sign in with the new password.
- Go to ExpertusONE LXP site.
- Click on the ‘SIGN IN’ option.
- Enter the Username and Password.
- Click ‘SIGN IN’.
- Click the ‘SIGN IN’ option.
- Select the ‘SIGN UP’ option.
- Enter all the mandatory fields marked with *.
- Answer the security question.
- Click on ‘CREATE ACCOUNT’.
No, you can enroll for any learning path/certification by just enrolling into a single course and for remaining courses, you can enroll later whenever you want. Here are the steps to enroll for a learning path/certification by selecting a class for any one of the mandatory courses within:
Steps:
- Go to Catalog section in Home Page
- Search for the Learning Path / Certification to enroll
- Clicking on the Title or More button will take you to the details page of the training
- In the details page, it will show the list of available classes under every course
- Select your preferred class in any of the courses to enroll
- After clicking on ‘Enroll Selected Classes’, you will be successfully enrolled in the learning path/certification
Please follow the below steps to enroll for the remaining courses/classes in the training:
Steps:
- Go to Dashboard section in Home Page
- Click on Learning Path / Certification on Dashboard
- In the ‘To-Completed’ tab, click on the title of the learning path/certification in which you want to enroll for the remaining courses
- On the details page, navigate to any of the desired courses and choose a class to enroll
If the admin has set a price for recertification, then when you recertify you will have to go through the purchase process again. If no price is set for recertification, then you can recertify without paying any additional amount.
After you enrolled for a certification/learning path if the admin has made any changes to the course structure (i.e., added new courses or removed existing courses), the changes will be published as a new version and the old version will no longer be available. In this case, admins would transfer the users from the old version to the new. This is when you will receive a notification about you being moved to the new version.
If you have received this notification, please review your progress for all courses in the learning path/certification and ensure to complete all courses marked as Mandatory in order to complete the overall learning path/certification.
YES, you will be able to launch the content for the Incomplete / Expired courses too as long as enough attempts are left for you AND/OR no content validity restrictions are set.