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Use the Instructor Panel

Follow the typical instructor workflow: create a quiz, build the course, assign it, mark quizzes and review results.

Written by Angad Singh

The Instructor Panel is where you create and manage training material in your workspace. This article describes the typical workflow an instructor follows, with links to the detailed steps.

Open the Instructor Panel

  1. Select Instructor Panel in the LMS menu.

  2. Use + Create New in the Continue Editing or Backlog section to start a new item.

  3. Use the Courses, Learning Plan and Quizzes tabs to find your work.

Instructor Panel with Continue Editing and Backlog sections, each with Courses, Learning Plan and Quizzes tabs and a Create New button

Typical instructor workflow

  1. Create the quiz. Build the evaluation that tests what trainees have learned. Build the quiz first so it is ready to attach to the course. See Create a quiz.

  2. Create the course on a topic, for example safety training at a manufacturing site, and add the quiz to it. See Create a course and Add a quiz to a course.

  3. Group courses into a learning plan if trainees need to complete several courses.

  4. Assign the course to users or to one or more roles, and share it with other facilities if needed. See Assign a course to a user.

  5. Mark submitted quizzes to confirm each trainee understands the material and is ready to apply it. See Mark submitted quizzes.

  6. Review results in LMS Reports and Course Analytics.

Related features

  • Course Share: pick the facilities to share a course with. With Private access, the course is visible there but only assigned people can open it.

  • In-class sessions: for instructor-led courses, set the location, instructor, seats, waitlist and auto-enroll. Trainees enter an attendance code, which acts as their e-signature, and you mark each trainee present or absent.

  • Enrollment requests: for Private courses, users can request enrollment, and the requests appear under Enrollment Requests at the top of the Instructor Panel.

  • Completion rules: set a completion window (the course becomes overdue when it's missed), max attempts and lockout, prerequisites, and a yearly Refresher auto-assign.

  • Skills: link a course to a skill level so that passing it updates the trainee's Skills Matrix and radar chart automatically.


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