Getting started for administrators

This article is a step-by-step guide to getting started with the iHasco Atlas Learning Management System (LMS).

Step 1 - Log-in

After your iHasco account manager has created your company account you will receive two emails:

1. Your Account Details – this lists your company account number, course subscriptions and some useful log-in links.
2. Atlas administrative access – this includes your Atlas Owner username and a link to set your password.
   
   

Log-in to Atlas using the Set a password now link.

Step 2 - What user information you need to store

The LMS requires some basic information about your users – email address, first and last name.

Storing more information about your users can help you group users together when viewing and reporting, for example, what department or location they are in.

All user information is stored in their Profile, and you can create six extra profile fields, see How to create custom profile fields.

Step 3 - Which level of security is important to you

The default log-in method uses two factor authentication, this is a combination of username and password with a secure One click log-in link and passcode via email. 

If you want to change the log-in method, see How to enable/disable password protect and Two Factor Authentication.

If you want only company email addresses to be used for registration, see How to restrict registration to organisation email addresses.

If you want to restrict where the LMS is used, for example, to make it only accessible from a specific physical location such as your place of work, see How to restrict LMS access with IP security.

Step 4 - How you want to communicate with your Learners

The LMS sends messages to your learners through emails.

The system emails include a Welcome email on registration and automated reminders to finish or renew training. To disable automated system emails see How to start/stop sending Automated reminder emails.

To create custom emails see How to create custom email templates.

Step 5 - What the user environment looks like

The Course library shows all the courses iHASCO offers. To hide this menu option from learners, see How to hide/show the Course library.

Learners have the option of switching to a different language. To change this option see How to hide/show the language preference option.

Learners have the option to download and print their certificates. To change this option see How to hide/show certificate access.

The Insights option shows events, reviews and ratings. To change this menu option see How to hide/show Insights.

Step 6 - How you want to register your users

There are three methods for users to register with the LMS:

1. Users can register themselves and start training straight away.
2. Users can register themselves but must have administrator approval before they start their training.
3. Administrators manually register users.
   
   

To learn more see How to change user registration.

Step 7 - How you want to manage your LMS

Administration

The LMS can be managed by one administrator (usually the account Owner) or a team of administrators.

If you need to create more administrators with different levels of access, see How to create administrators.

The default administrator contact for the LMS is the account Owner. This means the account Owner’s details are shown as the training contact in the LMS and all system emails. To change this, see How to change the default administrator contact.

Organisation

In the LMS your company can be managed as one organisation or be divided into organisational segments.

Organisational segments are custom rules that organise your users into groups based on your organisation structure. 

Each segment can be managed by a Segment administrator, see How to create administrators. 

For more information and examples, see What are organisational segments.

Step 8 - Which course settings are important to you

The Course library shows all the courses iHasco offers. You can search, add courses to, and remove courses from your My Courses list. To learn more, see How to add a course.

Training course settings can be set globally to apply to all courses and individually for specific courses. There are lots of course settings you can change including the pass mark, training interval and expiry dates.

To learn about all the course settings available with links to how to set them, see What are the course settings.

Step 9 - How you want to enrol Learners onto courses

Each course can be made available to all users (a training course everyone in the company needs, for example, Fire awareness training) or by enrolment only (a training course for specific roles, for example, Display screen equipment training). To set the availability for an individual course, see How to change the enrolment method.

You can enrol learners onto training courses:

1. One at a time, see How to enrol a learner on a training course.
2. As a group of learners, see How to enrol a group of learners on training courses.
3. In a bulk enrolment of learners using a CSV file, see How to bulk enrol learners onto a course.
4. Using Smart Enrolments, see How to add/remove Smart Enrolments.

Step 10 - What training information you need to monitor

You can get a quick view of key information at the administrator, course and learner level with the Dashboard and Report cards. To learn more see How to monitor overall compliance.

To print or download reports, see How to download course reports and How to download an Assessment Issues report.

To view and export Events, Reviews and ratings, see How to monitor LMS events and How to monitor learner reviews ratings.