Rival Help Center
Learn Admin
/
Contents
Learn Basics
Welcome to Learn
Student Portal Help
ROSI
Administration Portal overview
Administration Portal home page
User roles and workgroups
Searching for data
HTML Editor
Adding shortcuts to the home page
Reporting & Analytics
Analytics Summary dashboard
Grant access to the Analytics Summary dashboard
Access and view Analytics Summary
Analytics Library and Custom Analytics
Jumpstart Your Reporting: Common Use Cases
Learning: Manage and deliver training
Plan
Students
Students page
Sync Students from Workflow
Student Properties page
Add a student
Change a password
Configure new users
Supervisor Subordinate Relationship
Define the supervisor/subordinate relationship manually
Define the supervisor/subordinate relationships using HR Import Definition
Supervisor Data View Restrictions
Supervisor Reports
Student groups
Student Groups page
Student Group Properties page
Create a student group
Add students to a student group
Edit membership dates for any learning journey membership
Set up student side enrollment
Training activities
Training Activities page
Training Activity Properties page
Add a training activity
Add a certification type to a training activity
Add Continuing Education Credits to a training activity
Add prerequisites to a training activity
Add a cancellation policy/target audience to a training activity
Associate a survey to a training activity
Add location & contact information to a training activity
Associate vendors to a training activity
Add materials to a training activity
View training activity links
Training events
Training events and time zones
Training Events page
Training Event Properties page
Training Event Scheduling Rule Properties page
Add a training event
Copying a training event
Copy Training Event window
Copy a training event
Schedule a training event
Create a multi-session training event
Scheduling an instructor for a training event
Schedule an instructor for a training event on the Planning Board
Schedule an instructor for a training event on the Training Event Property page
Managing Enrollments
Waitlist
Managing Self Enrollment – Waitlist Prompt
Managing Self Enrollment – Enrollment Cancellation
Managing Enrollments – Enrollment Cancellation Reports
Managing Enrollments – Enrollment Cancellation Notifications
Manage enrollment for a training event
Training event groups
Training Event Groups page
Training Event Group Properties page
Add a training event group
Schedule a training event for a training event group
Manage enrollment for a training event group
Planning Board
Add an event session
Planning Calendar
Resource Calendar
View or assign resources to a session
Resource conflicts
Training event conflicts
Instructor learning journey conflicts
Continuing Education Units (CEU) Matrix
Assign CEU credits to different groups
Assess
Assess eCourses
eCourse Assessments page
Enter New eCourse
Assess an eCourse
Cancel an eCourse record manually
Assess Training Activities
Training Activity Assessments page
Assess training activities for students
Add an attachment to a student's training activity
Assess Training Events
Training Event Assessments page
Enter, edit, or delete marks for a training event
Assess Exams
Exam Assessments page
Enter, edit, or delete records for student exam assessments
Assess Assignments
Assignment Assessments page
Enter, edit, or delete records for student assignment assessments
Assess a checklist in the Administration Portal
Unsubmit a checklist
Upload a digital record (attachment) to an existing student assignment record
View a digital record attached to an assignment record
Delete a digital record attached to a student assignment record
Assess Competencies
Competency Assessments page
Enter, edit, or delete records for student competency assessments
Assess Requirements
Requirement Assessments page
Enter, edit, or delete records for student requirement assessments
Assess Course Continuing Education Credits (CEUs)
Student Course CEUs page
Student Course CEUs Properties page
Student CEU Properties page
Add a CEU credit to a course record
Assess Surveys
Student Training Event Surveys page
Enter survey results for a specific training event
Deleting a student record
Deactivate student record notifications
Approve
eCourses
eCourse Enrollment Approvals page
eCourse Enrollment Approval Properties page
Add an eCourse approval
Training events
Training Event Enrollment Approvals page
Training Event Enrollment Approval Properties page
Add a training event enrollment approval
Approve an enrollment
Lockouts
Lockouts page
Unlock a user
Monitor
Reports
Reports page
Report Properties page
Add a report
Company Report
Company Report page
Company Report Properties page
Create an Administration Report
Set and save filters for an Administration Report
Create a dynamic student filter for an Administration Report
Dynamic Student Filter Administration Report
Scheduled reports
Create a scheduled report
Run a scheduled report on demand (now)
View a scheduled report
Defining Student Company Reports
Add a Student Report
Restrict Student Reports to a specific student group or groups
Restricting Supervisor Reports
Exposing reports to the Student Portal
System Reports
My Reports
My Reports page
Dynamic date filters in reports
View a report
Modify a report
Custom Reports
Reporting basics
Report Queries
Modify a system report
Activity
Activity page
Activity Properties page
View and monitor login activity
View a user's browser and operating system information
Training
Student Training History page
Access, view, and print a student's training history
Course Activity Summary
View a Course Activity Summary for a student
Student Review
Access Student Review for a student
Direct
Learning Journeys
Membership inclusion and exclusion criteria
Learning Journey Properties page
Create a learning journey
Add a competency to a learning journey
Add a requirement to a learning journey
Add content to a learning journey
Apply the learning journey based on inclusion membership
Exclude the learning journey based on membership
Apply a learning journey to an individual
Exclude an individual from a learning journey
Copy a learning journey
Requirements
Requirements page
Requirement Properties page
Add a requirement
Competencies
Competencies page
Competency Properties page
Competency Equivalency page
Create a competency definition
Equivalencies
Creating equivalencies
Add equivalencies to a competency
Add a competency to a learning journey
Learning options in the Student Portal
Performance objectives
Performance Objectives page
Performance Objective Properties page
Add a performance objective
Enabling objectives
Enabling Objectives page
Enabling Objective Properties page
Add an enabling objective
Course catalog
Course Catalogs page
Course Catalog page
Add (create) a course catalog in Rival Learn
Add a course catalog item to a course catalog
Remove a course catalog item from a course catalog
Change a course catalog
Inactivate a course catalog
Delete a course catalog
Course catalog item
Course Catalog Items page
Course Catalog Item page
Add a course catalog item to Rival Learn
Add a course catalog item to a course catalog (course catalog item method)
Change a course catalog item
Inactivate a course catalog item
Delete a course catalog item
Provide a direct link to a course catalog item
Content: Create and manage content
Workflow
Authoring
Content objects
Content Objects (Development) page
Content Object Properties page
Add a content object
Content Object Authoring page
Author a content object
Rollup course mastery on completion only
Content Templates
Templates page
Template Properties page
Add a content template
Features
Features page
Feature Properties page
Add a feature
Add a feature to a Content Object
Exams
Exams page
Exam Properties page
Exam Rule Properties page
Create an exam
Surveys
Surveys page
Survey Properties page
Survey Question Properties page
Rating Type fields
Multiple Choice Type fields
Multiple Response Type fields
Checkbox (Yes/No) Type fields
Date Type fields
Short Answer Type fields
Long Answer Type fields
Create a survey
Add a rating question to a survey
Add a multiple choice question to a survey
Add a multiple response question to a survey
Add a checkbox question to a survey
Add a date type question to a survey
Add a short answer question to a survey
Add a long answer question to a survey
Assignments
Assignments page
Assignment Properties page
Add an assignment
Author an assignment
View an assignment
Viewing ad hoc assignments or student ad hoc assignments in the Admin Portal
Checklists
Checklists page
Checklist Properties page
Add a checklist
Copy a checklist
Delete a checklist
Preview a checklist
Print a blank checklist
Creating (authoring) a checklist
Checklist Authoring page
Create (author) a checklist
Change checklist content
Staging
Content Objects (Staging) page
Review a content object in staging stage
Library
Content Library
Content Objects (Authored) page
View the Content Objects in the Content Library
Glossary Bank
Glossary Banks page
Glossary Bank Properties page
Add a glossary term to the Glossary Bank
Question Bank
Questions page
Question Properties page
Multiple Choice/Multiple Response template
Matching template
Fill in the Blank template
Add a multiple choice or multiple response question to the Question Bank
Add a matching question to the Question Bank
Add a fill in the blank question to the Question Bank
Copy a question from the Question Bank
Media Bank
Media/Asset Bank page
Media Bank Upload page
File size limitation for content imports
Add (upload) an asset to the Media Bank
Reference
References page
Reference Properties page
Reference Link Properties page
Add a reference to the library
Replace Content
Replace native content object in an eCourse (Admin portal)
Import
SCORM and AICC
Content Import page
Import a content object into the Rival Learn library
Export
Export page
Export an eCourse from the Rival Learn library
Delivery
eCourses
eCourses page
eCourse Properties page
Publish an eCourse
Enterprise: Configure and manage Rival Learn
Organization
Jobs
Jobs page
Job Properties page
Add a job
Org chart
Organization Units page
Org Level pages
Create an organization unit
Create an org chart (create the top level)
Add org level 2 organization units to an org chart
Add subsequent org level organization units to an org chart
Memberships
Memberships page
Membership Properties page
Add and define a membership for training catalog items
Add and define a membership for a course catalog
Add and define a membership for checklist assignments
Calendar Dates
Calendar Dates page
Calendar Dates Properties page
Add a blocked date to the calendar
Global calendar
View the global calendar
Calendar Rules
Calendar Rules page
Calendar Rule Properties page
Create a calendar rule
Cost centers
Cost Centers page
Cost Center Properties page
Add a cost center
Certification Types
Certifications Type page
Certification Type Properties page
Fixed Period certification calculations
Fixed Period recertification example
Changing from end of calendar year rule to fixed period recertification method
Create a certification type
Admin
Administrators
Data View Restrictions
Administrators page
Administrator Properties page
Add an administrator
Workgroups
Workgroups page
Workgroup Properties page
Add a workgroup
Combining workgroup roles
Unrestricted roles
Set privileges for a workgroup
Define a shortcut
Copy a workgroup
Users
Users page
User Properties page
Add a user
Vendors
Vendors page
Vendor Properties page
Add a vendor
Modify a vendor
Delete a vendor
Venues
Venues page
Venue Properties page
Add a venue
Training Locations
Training Locations page
Training Location Properties page
Add a training location
Instructors
Instructors page
Instructor Properties page
Instructor Homepage
Add an instructor
Instructor qualifications
Instructor Qualification Properties page
Add instructor qualifications
Equipment
Equipment page
Equipment Properties page
Add equipment
Invoices
Invoices page
Invoice Properties page
Add a payment to an invoice
Apply a full refund to an invoice
Apply a partial refund to an invoice
Community
Address Book
Address Book page
Address Book Entry Properties page
Add an address
Learning Centers
Learning Centers page
Learning Center Properties page
Edit a Learning Center
Forums
Forums page
Forum Properties page
Add a forum
Chat
Chat Rooms page
Chat Room Properties page
Define a chat room
Notifications
Notification types
Notification messages, triggers and properties
Notification property fields
Notifications page
Create a message notification
Copy a notification
Make a recertification notification reoccurring
Make a recertification notification course-specific
Create an event notification for scheduled reports
Create a required training available notification
Create a training event start notification
Create a training event enrollment pending notification
Create a content workflow to staging notification
Create a learning journey required training notification
Create a learning journey recertification notification
Course deep links
Course deep link tags
Notification exemptions
Exempt certain users from receiving specific notifications
Configuration
Categories
Add a category
Edit a category
Delete a category
Titles
Add a title
Edit a title
Delete a title
Custom data fields
Add a custom data field
Edit a custom data field
Delete a custom data field
Demographics
Add a demographic data field
Edit a demographic data field
Delete a demographic data field
Grading types
Add a grading type
Edit (modify) a grading type
Delete a grading type
HR Imports
Importer page
Import data into Rival Learn
View an import log
Create a mapping from a previous mapping file
Utilities
Life Suite user interface
Preview the new responsive user interface
Turn on the new responsive user interface
Turn off the new responsive user interface
Pre-Defined Import Mapping Reference
Media Thumbnail Scan
Purge User
Purge a user from the system
View users purged from the system
Go1 integration setup
Perform Go1 integration setup
Settings
Company page
Access and view global company settings
Set or change a global company setting
Set or change a user interface setting
Enter email addresses of people to notify of upgrades and outages
Configure (enable) student ad-hoc assignment
Configure categories to appear in alphabetical order in course catalog
Configure (enable) team enrollment
Configure the tiles on Student Portal homepage
Customize the banner in the Student Portal
Sequencing and navigation
Sequencing overview
Tracking information
Visual display of progress
Rollup criteria
Activity setting templates
Using sequencing rules
Primary Objective
Default Primary Objective
Primary Objective Map
Objective Map
Local Reference Objective Map
Sequencing and navigation rules
Sequencing Objective Map
Sample Sequencing Objective Map
Sequencing Rule Combinations
Sequencing rule conditions
Local Objective Condition
Objective Condition
Sequencing rule actions
Sequencing Control Modes
Cluster Parent Controls
Cluster Child Controls
Using rollup rules
Add a rule condition
Rollup Rule Combinations
Rollup Rule Conditions
Rollup Rule Actions
Rollup Considerations
Constrain Choice Controls
Delivery Controls
Limit Conditions
Navigation
Viewing content with sequencing rules (activity tree)
Troubleshooting sequencing rules
Using the Troubleshooting skin
Using the Content Detail Report
SPOTLIGHTS
Go1 courses
Adding eLearning content from outside of Rival Learn
Overview
Rapid development tools
Important definitions
Step 1: Importing your content
Importing SCORM content
Importing AICC content
Step 2: Editing an eCourse wrapper
Step 3: Adding the eCourse to the catalog
Creating a Course Catalog
Adding a Course Catalog item for an eCourse or training activity
Authoring and working with content
Overview
Content objects
Important definitions
Building a content object
Step 1: Create the object
Step 2: Authoring a content object
Step 3: Link activity to content
Adding a HTML activity
Adding a content object activity
Managing objects with categories
Content object concurrency management
Preview a content object
Changing the status of a content object
Publish your content
Assigning training to students
Creating a Learning Journey
Designing a learning journey
Create a new learning journey
Using learning journeys to assign training
Methods of assigning training
Using student groups to assign training
Personal learning journeys
Learning Journey view
Frequently Asked Questions (FAQ)
FAQ: What are a few ways to use Rival Learn?
FAQ: How to import a SCORM/AICC package?
FAQ: Common report questions
FAQ: How to approve enrollments for subordinates
FAQ: Common learning journeys questions
FAQ: Can I add course equivalencies in Rival Learn?
FAQ: Training activity: How to add a student to a previous training?
FAQ: Can I set up required training for employees?
FAQ: How to assign instructors to training events?
FAQ: Training event: How to set up a WebEx training event?
FAQ: Exam: How to display results to students
Support & Resources
Release notes
Additional guides
Supported browsers and languages
Support
Help Center
Learn Admin
Manage and deliver training
The Learning module contains the tools to help you manage and deliver training.
In this section
Plan
Students
Students page
Sync Students from Workflow
Student Properties page
Add a student
Change a password
Configure new users
Supervisor Subordinate Relationship
Define the supervisor/subordinate relationship manually
Define the supervisor/subordinate relationships using HR Import Definition
Supervisor Data View Restrictions
Supervisor Reports
Student groups
Student Groups page
Student Group Properties page
Create a student group
Add students to a student group
Edit membership dates for any learning journey membership
Set up student side enrollment
Training activities
Training Activities page
Training Activity Properties page
Add a training activity
Add a certification type to a training activity
Add Continuing Education Credits to a training activity
Add prerequisites to a training activity
Add a cancellation policy/target audience to a training activity
Associate a survey to a training activity
Add location & contact information to a training activity
Associate vendors to a training activity
Add materials to a training activity
View training activity links
Training events
Training events and time zones
Training Events page
Training Event Properties page
Training Event Scheduling Rule Properties page
Add a training event
Copying a training event
Copy Training Event window
Copy a training event
Schedule a training event
Create a multi-session training event
Scheduling an instructor for a training event
Schedule an instructor for a training event on the Planning Board
Schedule an instructor for a training event on the Training Event Property page
Managing Enrollments
Waitlist
Managing Self Enrollment – Waitlist Prompt
Managing Self Enrollment – Enrollment Cancellation
Managing Enrollments – Enrollment Cancellation Reports
Managing Enrollments – Enrollment Cancellation Notifications
Manage enrollment for a training event
Training event groups
Training Event Groups page
Training Event Group Properties page
Add a training event group
Schedule a training event for a training event group
Manage enrollment for a training event group
Planning Board
Add an event session
Planning Calendar
Resource Calendar
View or assign resources to a session
Resource conflicts
Training event conflicts
Instructor learning journey conflicts
Continuing Education Units (CEU) Matrix
Assign CEU credits to different groups
Assess
Assess eCourses
eCourse Assessments page
Enter New eCourse
Assess an eCourse
Cancel an eCourse record manually
Assess Training Activities
Training Activity Assessments page
Assess training activities for students
Add an attachment to a student's training activity
Assess Training Events
Training Event Assessments page
Enter, edit, or delete marks for a training event
Assess Exams
Exam Assessments page
Enter, edit, or delete records for student exam assessments
Assess Assignments
Assignment Assessments page
Enter, edit, or delete records for student assignment assessments
Assess a checklist in the Administration Portal
Unsubmit a checklist
Upload a digital record (attachment) to an existing student assignment record
View a digital record attached to an assignment record
Delete a digital record attached to a student assignment record
Assess Competencies
Competency Assessments page
Enter, edit, or delete records for student competency assessments
Assess Requirements
Requirement Assessments page
Enter, edit, or delete records for student requirement assessments
Assess Course Continuing Education Credits (CEUs)
Student Course CEUs page
Student Course CEUs Properties page
Student CEU Properties page
Add a CEU credit to a course record
Assess Surveys
Student Training Event Surveys page
Enter survey results for a specific training event
Deleting a student record
Deactivate student record notifications
Approve
eCourses
eCourse Enrollment Approvals page
eCourse Enrollment Approval Properties page
Add an eCourse approval
Training events
Training Event Enrollment Approvals page
Training Event Enrollment Approval Properties page
Add a training event enrollment approval
Approve an enrollment
Lockouts
Lockouts page
Unlock a user
Monitor
Reports
Reports page
Report Properties page
Add a report
Company Report
Company Report page
Company Report Properties page
Create an Administration Report
Set and save filters for an Administration Report
Create a dynamic student filter for an Administration Report
Dynamic Student Filter Administration Report
Scheduled reports
Create a scheduled report
Run a scheduled report on demand (now)
View a scheduled report
Defining Student Company Reports
Add a Student Report
Restrict Student Reports to a specific student group or groups
Restricting Supervisor Reports
Exposing reports to the Student Portal
System Reports
My Reports
My Reports page
Dynamic date filters in reports
View a report
Modify a report
Custom Reports
Reporting basics
Report Queries
Modify a system report
Activity
Activity page
Activity Properties page
View and monitor login activity
View a user's browser and operating system information
Training
Student Training History page
Access, view, and print a student's training history
Course Activity Summary
View a Course Activity Summary for a student
Student Review
Access Student Review for a student
Direct
Learning Journeys
Membership inclusion and exclusion criteria
Learning Journey Properties page
Create a learning journey
Add a competency to a learning journey
Add a requirement to a learning journey
Add content to a learning journey
Apply the learning journey based on inclusion membership
Exclude the learning journey based on membership
Apply a learning journey to an individual
Exclude an individual from a learning journey
Copy a learning journey
Requirements
Requirements page
Requirement Properties page
Add a requirement
Competencies
Competencies page
Competency Properties page
Competency Equivalency page
Create a competency definition
Equivalencies
Creating equivalencies
Add equivalencies to a competency
Add a competency to a learning journey
Learning options in the Student Portal
Performance objectives
Performance Objectives page
Performance Objective Properties page
Add a performance objective
Enabling objectives
Enabling Objectives page
Enabling Objective Properties page
Add an enabling objective
Course catalog
Course Catalogs page
Course Catalog page
Add (create) a course catalog in Rival Learn
Add a course catalog item to a course catalog
Remove a course catalog item from a course catalog
Change a course catalog
Inactivate a course catalog
Delete a course catalog
Course catalog item
Course Catalog Items page
Course Catalog Item page
Add a course catalog item to Rival Learn
Add a course catalog item to a course catalog (course catalog item method)
Change a course catalog item
Inactivate a course catalog item
Delete a course catalog item
Provide a direct link to a course catalog item
