Docebo Cloud En

7/30/2019 Docebo Cloud En

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DoceboGETTING STARTED

Login and basics


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Your f i rs t AccessDear client, welcome to the new Docebo learning platform. This quick guide will help you with the first approach

at the system.

Once you have completed the log in procedure, youwill be redirected to the LMS home page. This first

page gives you a wide visibility on the courses you

are currently subscribed and few statistics of your

own performace.

Starting from this page, selecting the link A DM IN

AREA on the top, you are now able to perform the

first activities:

Create new users Create courses Subscribe users to courses

Step 1To create new users, go on ADMI N AREA, select

Main - Users - User managem ent and choose tocreate manually a new user or to upload multiple

users through a .CSV format file.

Step 2To create new course, go on ADMI N AREA, select

E-Learn ing E-Learning Course , create a new

course category if necessary, otherwise proceed with

clicking on New and filling all the field requested for

creating a new course.


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Step 3To subscribe your new users to a course, go on

ADMI N AREA, select E-Learning E-Learning

Course and click on the icon Subscr ip t i on. The

following page allows you to subscribe one or more

users to the course you selected. Select Ad d , Flag

the users your want to subscribe and click Next .

The selected users will automatically subscribed to

this course as Students.

After you completed this 3 steps, your users will be able to log in to the platform and attend the courses they

were subscribe to.

This is the users visibility after the registration.

Now you know the basic element to start using your Docebo platform. You can now proceed reading the rest of

this manual or see directly the section FAQ.


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Table o f Cont ent s

Your first Access ................................................................................................................................. 2

Step 1 ........................................................................................................................................... 2

Step 2 ........................................................................................................................................... 2

Step 3 ........................................................................................................................................... 3

Table of Contents ............................................................................................................................... 4

User Management............................................................................................................................... 5

Create new users ............................................................................................................................ 6

User subscription to the platform ................................................................................................... 7

Manual registration of individual users ............................................................................................ 7

Importing through .CSV ............................................................................................................... 8

Course management ..........................................................................................................................10

Course categories .......................................................................................................................10

Course management ...................................................................................................................10

Modifying courses .......................................................................................................................12

Course subscription ....................................................................................................................12

Manual subscription ....................................................................................................................13

Rapid course subscription ............................................................................................................15

Subscription to courses through CSV .............................................................................................15

Subscription through a list duplicated from another course. ..............................................................15

Reports ............................................................................................................................................16

Content management .........................................................................................................................18

FAQ .................................................................................................................................................21

Docebo Mobile Quick Manual ...............................................................................................................22

Log in to DoceboMobile ...............................................................................................................22

Follow a video-lesson ..................................................................................................................23

Searching a lesson or a course .....................................................................................................24

Administration Area ....................................................................................................................25

About us ..........................................................................................................................................26


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User Managem ent

By clicking the ADMI N AREA button located in the upper menu, you can access the Administrators Area.

Here will be displayed the main page with the Quick Links tab, that gives you a summary preview about

Users, Courses, Certificates, Contents and Reports. Thanks to this tab, its very easy to access all the main

functions of Docebo, without having to navigate the upper menu.


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Crea te new use rsTo start creating new users, select Main - Users - User managem ent ;

On the panel above the window will be displayed the organization chart of our platform. The Organization chart

function allows us to reproduce an existing hierarchical structure for better organizing our users. Every

function, Department or Area shall be reproduce on the LMS as a Folder.

To create a new folder click A dd node and insert a new branch in the organization chart.

The branch can have assigned an identification code that is transversal to the languages in which the platform

installation is translated in order to simplify external synchronization of the structure and assignment of users.

By clicking the icons in the active menu beside each folder, it is possible to:

Associate a branch of the organization chart with a user already present in the platform (selecting theuser from the list).

Associate one or more supplementary fields with a single branch of the organization chart; Change the name of the branch; Delete a branch from the organization chart.

Note : a user may reside in several nodes of the organisation chart for administrative purposes. The users in

any branch of the organisation chart are virtual and cannot be deleted. A complete user list can be

obtained by clicking on the main node.


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User subsc r ip t i on to th e p la t fo rm

Once the organization chart has been created, the users must be subscribed. To subscribe new user we can

choose between two different procedures:

Manual registration Massive import

Manual reg i st ra t i on o f i nd i v idua l users

To create a new user select the folder you want to place it in, and click the link New u s er

A registration window will be displayed. This screen contains all the information needed for a new users

subscription.

After selecting the button Conf i rm , a notice with username and password will be sent to the users email

address.

A single user or group of users can be assigned to a specific branch of the organization chart, either by electing

the destination folder and starting the subscription procedure or by entering the data regarding positioning on

the tree at a later point during the subscription process.


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Once the users have been imported, changes can be made to each profile.

It is possible to:

View the users personal information file; Delete associations with the organization chart branch; Suspend and later reactivate users; Change data on the personal information file; Delete users from the platform.

I m por t i ng t h r ough .CSVf i les

New users can be created also through a massive data importation. This function can be activated by clicking

I m p o r t U se r s

Choose the .CSV the to import. The system can automatically determine the separators to be used for

separating fields (commas or semicolons), or else this can be set manually.

The first line of the table can be assigned as a heading for the imported file. If this is done, the first line of the

file, which normally contains data headings, will then be ignored.

Assign the organization chart node with which the users should be associated and select Next .

Note : if the default setting (All) is left, the users will populate the subscriptions without being assigned to

any branch.


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Once the file is imported, assign each column to the required values.

In the example shown, the imported file contains the first line as a header, making it is easier to recognize the

values to assign to each column.

At the end of the process the system provides feedback on the number of users successfully imported or signals

import errors. If you have users left, the system will confirm your registration otherwise a new users purchase

will be requested.


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Cour se m anagem ent

To access the course management area, select E-Learnin g E-Learn ing - Course.

Course categor ies

Before to create a new course, it might be useful to define a course classification, very similar to the

organization of the users.

The system allows you to create a folder system for cataloguing the courses.

To create a new folder, select New c atego r y .

The corresponding icons can be used to change the folders.

Course managem ent

To create a new course, select the appropriate folder from course category or leave the main root selected, ifyou do not wish to place the course in a specific category.

Select New to start the creation process and then fill out the required fields.

Note : the Code field refers to a specific alphanumeric code by which the course is identified. Filling this text

field is not necessary.


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The above section of the New course window will ask you to fill the main fields needed to create the course.

After assigning the name and code to the course, we should define:

Type of course:

e-learning: a course studied online e-learning with editions: an online course divided into editions classroom: a course that can be studied in the classroom or in a blended formula with which the

management of physical classrooms can be associated.

Course s ta tus:

Confirmed/ Available: the course is accessible to the users; In preparation: the course is only accessible to the users responsible for preparing its content (normally

teachers, tutors, mentors and/or administrators);

Concluded: the course is finished and only those users who have concluded it have access; Cancelled: the course is no longer accessible, and registration from the course catalogue is no longer

possible.

Opt ions o f use:

direct access to the first learning object of the course; direct access to the statistics link for the first learning object of the course.

Expanding the menus we will be able to set more details of our new course:

Numerous charac ter i s t i cs can be assigned to the course, including:

Course language; Level of difficulty; A label (which has to be previously created in Settings Label); A predefined menu;


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It is also possible to manage the course subscr ip t i on po l i c ies, defining whether:

Subscription is free, in self-registration; Subscription is subject to the approval of an administrator; Subscription is exclusively reserved to the administrator; To limit subscriptions to a predefined period of time; To assign a minimum and maximum number of subscriptions; To allow overbooking;

It is possible to determine the variables connected with the sale of the courses and to give the course a logo.

Course material can be directly uploaded by the administration if so desired.

After completing all the interested fields click on Save Chang es.

Modi fy ing courses

Through the menu corresponding to the course, it is possible to:

Monitor the number of users awaiting subscription (waiting column); Subscribe users; Manage the editions of the course; Assign and manage the certificate assigned to the course; Manage competencies; Assign a new menu; Duplicate a course, choosing which contents to use (documents, certificates, learning objects); Change the name of the course and the parameters assigned when it was created; Delete the course.

Course subscr ipt ion

Users may be subscribed to a course through various procedures, in accordance with different needs:

Manual subscription; Rapid subscription; Subscription through CSV; Subscription through a duplicated subscribers list from another course.

Once the course to which new users are to be subscribed has been determined from the list, select the

preferred subscription method.

Click on the displayed icon to proceed.


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Manual subsc r ip t i on

Manual subscription is activated by clicking Add

The system will display a screen from which the users to be subscribed in the course can be selected.

The users can be selected individually, or by Groups, Organization chart branchesor Company roles.

The system automatically displays the search by individual users and a list of all users subscribed to the

platform.

The search engine to the right can be used to select the user to subscribe, entering the user ID, name or

surname of the user.

An advanced search can be activated through Advanced search .

This type of search allows you to select the user on the basis of one of the fields in the personal information file

used in the platform, including supplementary fields.

Select the search parameter from the drop down menu, click theAdd button, add the required data and then

click the Apply dyn f i l te r button.

The system will show the name or names that correspond to the chosen search criteria.

To subscribe the user to the course, flax the checkbox beside his/her name and click Next .

Note : an e-mail informing the user of the subscription can be sent by selecting Send an a ler t to

subsc r ibed users.


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Once the students are enrolled, select the level at which you wish to subscribe the user from those available

(administrator, teacher, mentor, tutor, student, guest, ghost).

To select the users by Group, Organisation chart branchor Company role, click on the corresponding label and

proceed as with subscription of a single user.

Note : the system automatically subscribe the users as students. If a different level is required, click on the

relative column to change the enrolment level.


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Rapid course subsc r ip t i on

Rapid subscription allows the user to be quickly subscribed to the designated course by directly selecting

his/her name from the fast subscribebox.

Once the user's name, or part of the name, has been entered, the system will display a drop-down menu

showing the results corresponding to the search criteria.

Select the desired user and click on the green button beside the box.

Subscr ip t i on to cour ses through CSV

User subscription using .CSV files allows group entry of a list of users as a single block.

Click I m por t f r om .CSV.

Click on the Choose file button and choose the file containing the list of users to be subscribed from your own

PC (the file must contain only the usernames, one per line).

At the end of the process, the systems provides a feedback whether the subscription succeeded.

Subscr ip t i on th rough a l i st dup l i ca ted f rom an other course.This type of subscription allows you to directly copy lists of those subscribed to another course.

Click I m p o r t f r o m c o u r se.

Select the course from which you wish to copy the subscribers list by checking the box and clicking on the I m p o r t

button

To change a course users level, you must search for the user in the course subscribers list; click on the userlevel and choose the new level to assign to the user from the drop-down menu.

The same type of operation applies to the: Status, active from and active untilfields.


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Repor ts

To obtain a Report monitoring the progress of training activity in the platform, select E-Learn ing Repor t .

This function allows you to create a new report or view data from a previously created report updated in real-

time.

To create a new report select New .

Assign it a name and choose the report category:

User r eports: these cover a specific group of users associated with the courses, showing details for xceach user;

Course reports: these cover a slot of courses in relation to the subscribed users;

Aggregate report s: these show the data regarding groups of users associated to course categories.

After choosing the name and the category you will be asked to define all the information related to the user/s

or course/s you need to obtain and other fields (personal information, course fields etc.) which that made your

report more detailed.


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All the report can be saved and exported in three formats:

HTML .CSV .XLS

The active menu beside each report can be used to:

Make the reports visible to other administrators; View and update data; Export reports in .CSV format; Export reports in .XLS format; Set report schedules for sending them to specific people at regular intervals; Change the data structure of a report; Delete reports

To schedule automatic report delivery:

Select the icon Schedule and Ad d buttonto set a new schedule for this report.

Name the schedule and specify how often the report should be created and sent to the indicated person.

Select the user to whom you wish to send the reports and complete the operation by clicking on the Create

button.

Through the active menu beside each schedule, it is possible to:

Check the recipients of the report; Activate or disable the schedule; Change the settings; Delete the schedule.


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Con ten t m anagemen t

Once you have created users and courses you will be requested to upload the contents (SCORM files, videos,

documentation etc.) in the relative courses.

To upload any content, you have to move to the LMS area of the platform by clicking on the button Jum p t o

LM S.

Make sure you are enrolled in the interested course as Administrator and open it from the courses displayed

under ALL OPEN.

SelectTeacher Learning object management

The page allows you to manage teaching objects under three tabs:

My ob jec ts: A private area for teachers in which they can store their own objects, create new objectsor import objects from other teachers. It is an inter-course area where objects placed can be viewedfrom any of the courses managed by the teacher. Objects can be organized into folders/subfolders inorder to have a more rational classification.

Course ob jec ts: These are the objects that the students will see in the Mater ia l s area. They can bedirectly created from this area or imported either from the teacher's home page or from the public

area.

Shared ob j ec ts: This is the area where teachers can share teaching objects with other teachers, whocan import them to their own homepages or directly to the courses section. Note: Importing entailsmaking a new copy of the imported object, which will therefore be treated as a completely new object.


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To create a new object, select New Learn ing Objec t

Choose the type of object you wish to create/upload and clickNew

.

The active menu beside each LO allows you to:

View the uploaded object; Modify the object data; Copy the object (for example, to move it to another tab); Set the object prerequisites and properties; Categorize the object content in the Content Library;


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Assign the users that can view the object. Note: if users are not assigned using this button, ALLsubscribers to the course will be able to view the object;

Move the object within the materials area; Delete the object.

After completing this procedure, the course will be ready to be attended by the students.

Note : on the basis of this setup, at the statistical level, users will result as having started or finished the

course once they have completed the object marked as a bookmark (see Prop ert ies PROPERTI ES)


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FAQ

W hat i s t h e acc ep ted f o r m a t f o r a f i l e up l oad?

The format accepted for an upload in the Materials Area are Word, PDF and Power point.

W hat i s t he m ax i m um s iz e f o r a f i l e up l oad?

The maximum size can be set by the Super Administrator in Main Conf igu ra t i on Set t i ngs E-Learn ing

or directly in the Course Settings. However Docebo suggests not to upload any file with size over 128 Mb.

What i s th e cor rec t course s ta tus to se t?

The correct status for an available course is Confirmed. In case you need to create a new course without

making the contents visible, set the status Under construction. Available is more used for course in a

Training Catalogue and it allows the users to enrol themselves. Cancelled is related to Classroom course that

will not happen. Concluded is used to close a course blocking the users access.

W hat i s t he m ax i m um num ber o f c ou r ses I c an c r eate?

There is no course limit.

Does the sys tem have a new s le t ter?

The system has a newsletter function under Main New s let t er . This allows you to send a single

communication to the email addresses of all the users on the LMS. As Super Administrator you can always

check the History of all the newsletters sent.

Can I de le te one or m ore users f rom the LMS?

A user can easily deleted from Main Users User Managem ent , selecting the icon Dele te. A multiple

delete can be done selecting more users by the relative checkbox and clicking on More Ac t ion Dele te .Deleting one or more users we will recover the relative number as users available but we will also definitely lose

the tracking of all training done by them.

Can I de le te a course subscr ip t i on ?

You can anytime delete one or more subscriptions of a course going on E-Learnin g E-Learnin g Cour se

and selecting the icon Subscr ip t i on. Click the icon Dele te beside the interested user or flag more checkboxes

and click the link Delete Selected among the functions above the list. Deleting the users subscription you will

not delete the user or any information related on the LMS.

Can I de le te a node o f the organ izat i on char t ?

You can anytime delete one or more node. The users contained in the deleted node will NOT be deleted.

How do I c r eate s ub fo l de r i n t he o r gan i z at i on c ha r t?

You can create a sub folder in the organization chart from Main Users User Management by clicking on

the folder you want to create a sub folder in, and then selecting the linkA dd node.

What i s a Group ?

A Group is an additional way to cluster the users. The Group function is different from the Organization Chart, it

can collect users from different folders and it aims to help the Administrators with subscriptions and report.

What k ind o f Learn ing Objec ts can I up load or c reate on th e LMS?

You can upload a SCORM package or a video in mp4 format. It is also possible to create several Learning

Objects directly in the course. These objects are: Faq, Glossary, HTML page, a Survey, a Test or a file upload.


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Docebo Mobi le Quick Man ual

Log in t o DoceboMobi le

Docebo Mobile is the Docebo Learning Management System accesible via mobile device

Enter the address http://[your_lms_address].docebosaas.com/mobile/ in the browser of your mobile device.

Insert your username and password and then pressLogin


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Fol low a v ideo- lesson

Press on the lesson title you want to follow. Wait for the video load and the press the Play button.

Even if the course is completed, you will be able to review the contents any time you wish.


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Search ing a l esson o r a course

Press the Search button located in the bottom menu. Write in the text area the keyword and the press on the

Magnifing glass icon. Now you can enter the lesson by pressing the learning object title.


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Admin is t ra t i on Area

Press on A dm i n A r ea to enter the Management menu.

The available functions are:

Accesses information (menu item Accesses) Information about the completed courses (menu item Completed) Change username and password (menu item Changepassword).


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Ab ou t u s

is a Cloud "E-Learning as a service" product that let you deliver, track and certify online training to

your staff.

With more than 300.000 Users trained across every continent Docebo is leader in Cloud SAAS E-Learning in

Corporate, Government and Small Business sectors.

Founded in 2005 Docebo rose more than 2.5 Million in Venture founds, investors are:

Claudio Erba (Also CEO and Founder) Seeweb (Business Angel and ISP) Principia (Venture Capital for Round A) Others

Docebo international Team is also a group of good professionals that have passion for technology and

training. We strongly believe that personal growth through training is the key for every Employee andCompany success.

www.docebo.com

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