The Instructor Panel is where you build and manage training in the LMS. You can create a Quiz, a Course or a Learning Plan.
This article describes the typical instructor workflow, with links to the detailed steps.
Tip: Build the quiz first, then add it to a course.
Open the Instructor Panel
Open LMS → Instructor Panel.
Click + Create New in the Continue Editing or Backlog section to start a new item.
Use the Courses, Learning Plan and Quizzes tabs to find your work.
Typical instructor workflow
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 Build and publish a quiz.
Create the course on a topic, for example safety training at a manufacturing site, and add the quiz to it. See Build and publish a course and Add a quiz to a course.
Group courses into a learning plan if trainees need to complete several courses.
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.
Mark submitted quizzes to confirm each trainee understands the material and is ready to apply it. See Mark submitted quizzes.
Review results in LMS Reports and Course Analytics.
Create a quiz
Question types include multiple choice, true/false, short answer and drag-and-drop.
Short-answer questions are marked by the instructor. Other types are marked automatically.
Optionally set a time limit.
A quiz can be ungraded, for example a practice or knowledge check.
Create a course
Enter the course name, code, category and duration.
Choose Public (anyone can enroll themselves) or Private (only people you assign can take it; others can request to enroll, and requests appear under Enrollment Requests at the top of the Instructor Panel).
Add content sections: PDFs, videos, presentations, SOPs and your quiz.
Set the completion window, for example complete within 7 days. People who miss it show as overdue.
Set the maximum number of attempts. After that, the course locks and the instructor is notified.
For training that must be repeated, turn on refresher so it's reassigned automatically, for example every year.
Add prerequisites if the course requires another one first.
Create a learning plan
Group courses into a Learning Plan, for example "New starter onboarding", in the order they should be taken.
Assign the whole plan to people or a role. See Assign courses to roles and share them across facilities.
Online or in class
Courses can be online (self-paced) or in-class (instructor-led at a set time and place). See Run an in-class training session.
For an in-class session, 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.
After you publish
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.
Skills: link a course to a skill level so that passing it updates the trainee's Skill Matrix and radar chart automatically. See Link training to the Skill Matrix and record external training.
Enrollment requests: for Private courses, requests to enroll appear under Enrollment Requests at the top of the Instructor Panel.