You can add new user profiles to the Learning Manager as the need arises.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the People tab.
4. Click Add .
5. Click New Person.
    The Add New User form will appear.
6. Enter all required fields (marked by a red asterisk).
   Usernames must be unique across BAI’s entire platform. Email addresses typically work best as they are unique and easy to remember for users. Please note: organizations, positions, and locations must first be created under the management tab in administration before they can be selected on users’ profiles.
7. Enter any desired optional fields.
8. Click Save.
    A message will appear asking “Saving will close this form. Do you wish to proceed?”
    If you encounter an error telling you the profile already exists, you may not have entered a unique enough username. If you’re attempting to create a profile for a user that was previously deactivated, you may need to reactivate the user in the system instead rather than create a new profile for them.
9. Click Yes.

People Groups allow you set up a group of people based on information in users’ profiles like organization, position, or manager. They can also be set up to include users that may not have common criteria at all. People Groups are naturally integrated in rules already but can be created as a standalone group under the People tab in situations where you find yourself creating rules with the same types of member audiences. Create People Groups and pick them out in rules when assigning training.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the People tab.
4. Click Add .
5. Click New People Group.
    The Add New People Group form will appear.
6. Enter a People Group Name.
    The name must be unique. It is best practice to associate the name with the target users (i.e. Tellers).
7. Select a People Group logic from the drop-down.
   • AND will require users meet each of the separate criteria in order to be pulled into the group.
   • OR will allow more users into the Group as it expands upon the total parameters. Users matching any of the criteria will be pulled into the group.
   • NOT will exclude all users with any of the criteria listed. Users who do not have any of the criteria listed will be pulled into the group.
8. Click + Add Criteria to begin.
   You can add/remove Child and Sibling Containers by clicking + Sub Container depending on the complexity of your audience – AND, OR, and NOT are available in each container. Logic selected in Sub Containers is only pertinent to the Container it is attached to.
    You can delete a Container by clicking the trashcan icon . After clicking it a message will appear asking “Are you sure you want to delete.” Select “Yes.”
9. Choose criteria under Filter for.
10. Choose an operand (a qualifier in the drop down next to that).
11. Enter specific criteria in the Keywords or Phrase box and select from the available type ahead suggestions.
12. Click the  icon next to the row and follow steps 9-11 for each additional filter you want to add.
13. Click Preview Results when finished.
     The Preview People Group window will open, displaying the names of the users being pulled into the People Group based on the criteria you selected. Use this to check your work.
14. Click the “x” in the upper right corner of the window when finished viewing.
     The Preview People Group window will close.
15. Click Save.
     The page will refresh and take you back to the People landing page.

You can manually add external activities to a user’s Transcript. To add an external activity to multiple users’ transcripts at once, follow the Batch Add to Transcript instructions.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the People tab.
4. Search for the user you want to add the transcript item to.
5. Click Edit.
    You will be directed to the user’s profile.
6. Click View Transcripts at the bottom of the page.
    You will be directed to the user’s transcript.
7. Click Add.
    The Add a Transcript window will open.
8. Enter an Event Name.
9. Enter a Start Date.
10. Enter a Completion Date.
11. Enter a Score.
     The Score must be a whole number between 0 and 100. If the “event” did not have an evaluation aspect, just enter 100.
12. Click Submit.
     The Add a Transcript window will close, and the transcript item will be added.

In addition to Rules (the primary way to assign training), training administrators can manually assign and distribute courses and documents. This can be a quick and easy way to add one-off assignments. Training administrators must remember to remove courses in particular however once users complete them, or at the end of a training year, as they do not possess an end date like rules that removes them from the View Assignments window automatically.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the People tab.
4. Search for the user you want to assign or distribute content to.
5. Click Edit.
    You will be directed to the user’s profile.
6. Click View Assignments at the bottom of the page.
    The user’s Assignment(s) window will open.
7. Click Add New in the upper left corner.
    The Add Assignment window will open.
8. Enter a Name, Code, or Keyword in the search box.
    All content is assignable. Select a Library or Content Type to narrow the results.
9. Click Go.
    Your search results will display.
10. Check the box next to content you want to assign or distribute.
11. Click Next.
12. Optional: Enter a Due Date and select a Requirement for each course.
     These fields are not available for distributing documents.
13. Click Submit.
    The Add Assignment window will close, the content is now assigned and / or distributed.
14. Click Apply.
    The user’s Assignment(s) window will close.

Batch add to transcript allows you to quickly enter a transcript item to multiple profiles at once, rather than individually.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the People tab.
4. Check the box next to each user you want to add the transcript item to.
    You may either browse page to page, or search for and select users and your selections will be retained. To view or edit the list of users you have selected, click the icon in the upper right corner of the page.
5. Click Batch Add to Transcript.
    The Batch Add to Transcript window will open.
6. Enter an Event Name.
7. Enter a Start Date.
8. Enter a Completion Date.
9. Enter a Score.
    If the “event” did not have an evaluation aspect, just enter 100.
10. Click Submit.
     The Batch Add to Transcript window will close, and the transcript items will be added.

Batch editing allows you to quickly edit multiple user at once, rather than individually.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the People tab.
4. Check the box next to each user you want to edit.
    You may either browse page to page, or search for and select users and your selections will be retained. To view or edit the list of users you have selected, click the icon in the upper right corner of the page.
5. Click Batch Edit.
    The Batch Edit window will open.
6. Enter criteria to be updated on users’ profiles. Check the box next to “Remove” to clear out any fields on users’ profiles if needed.
    Any field used (except Custom Field 0-9) requires searching for and selecting the item from the type ahead. Custom fields do not adhere to the same type of selection process; anything entered in the custom fields will update those fields on users’ profiles.
7. Click Save.
    The Batch Edit window will close, and the users’ profiles will be updated. A confirmation window will appear.
8. Click Ok.
    The window will close.

Within the People tab, you can quickly browse for users based on the organization they are in, their manager, or the position they have by using the menu on the left-hand side of the page.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the People tab.
4. Option #1: browse by Organization:
   1. Click the + icon next to Organizations.
   2. Click the + icon next to your top-level organization (if applicable) to reveal sub-organizations. Continue to click the + icons as needed next to organizations to reveal the entire organizational hierarchy.
   3. Click on the name of an Organization.
       The results will update on the right-hand side of the page to display all users under that organization.
5. Option #2: browse by Manager:
   1. Click the + icon next to Managers.
   2. Click the + icon next to your top-level managers (if applicable) to reveal lower-level managers that report to the top-level managers. Continue to click the + icons as needed next to organizations to reveal the entire management hierarchy.
   3. Click on the name of a Manager.
       The results will update on the right-hand side of the page to display all users that directly report to that manager.
6. Option #3: browse by Position:
   1. Click the + icon next to Positions.
   2. Scroll through the list and select a position.
       The results will update on the right-hand side of the page to display all users with that position.

You can deactivate users who are no longer with the company (or those on leave) as a means to maintain your user limit and prevent future training from being assigned. Please note: if your organization has opted for HRIS you will need to deactivate users in your HRIS system rather than manually deactivate them here in the BAI Learning Manager as all changes will be reverted.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the People tab.
4. Search for the user you want to deactivate.
5. Click Edit.
    You will be directed to the user’s profile.
6. Click Deactivate.
    A message will appear asking “Are you sure you want to proceed with Deactivating this user?”
7. Click Yes.
    The page will refresh and take you back to the People landing page. The user has been deactivated.
    If you wish to deactivate the user at a later date, use the Terminated Date field within profiles rather than clicking Deactivate. Clicking Deactivate terminates the profile immediately. Entering a Terminated Date will deactivate the user at the end of the day you entered.

You can edit the information listed in any user’s profile. Please note that organizations, positions, and locations must first be created under the management tab in administration before they can be selected on user’s profiles.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the People tab.
4. Search for the user you want to edit.
5. Click Edit.
    You will be directed to the user profile.
6. Click Save.
    A message will appear asking “Saving will close this form. Do you wish to proceed?”
7. Click Yes.
    The page will refresh and take you back to the People landing page.

Training Administrators can edit their People Groups when member audience details change.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the People tab.
4. Click the + icon next to People Groups in the menu on the left-hand side of the page.
5. Filter by Active or Inactive results.
6. Browse the list or use the search box to find the people group you’re looking for.
7. Click Edit.
8. Make the appropriate edits. Reference Steps 7-12 in the add a people group help topic for information pertaining to People Group Logic, Containers, and Filters.
9. Click Preview Results.
    The Preview People Group window will open displaying the names of the users being pulled into the People Group based on the criteria you selected. Use this to check your work.
10. Click the “x” in the upper right corner of the window when finished viewing.
     The Preview People Group window will close.
11. Click Save.
     The page will refresh and take you back to the People landing page.

As a training administrator you can grant other users administrator privileges, allowing them access to perform all the same exact tasks you can including creating rules, editing users, and running reports.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the People tab.
4. Search for the user you want to grant training administrator privileges to.
5. Click Edit.
    You will be directed to the user profile.
6. Check the box next to Make Training Administrator at the bottom of the page.
7. Click Save.
    A message will appear asking “Saving will close this form. Do you wish to proceed?”
8. Click Yes.
    The page will refresh and take you back to the People landing page.

In situations where a user’s assignment remains stuck in progress, administrators can mark the assignment successful. A common example of this is when a user times out in a course.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the People tab.
4. Search for the user you want to mark a course successful for.
5. Click Edit.
    You will be directed to the user profile.
6. Click View Assignments at the bottom of the page.
    The user’s Assignment(s) window will open.
7. Click the In Progress status next to the course.
    Only “In Progress” courses can be marked successful. Courses with a “New” or “Unsuccessful” status will need to be launched first.
8. Click Mark Successful.
    The mark successful window will open.
9. Enter a Score.
10. Enter a Completed On date.
11. Click Mark Successful.
     The mark successful window will close.
12. Click Apply.
     The user’s Assignment(s) window will close.

Use the Advanced Search to find inactive users and reactivate them.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the People tab.
4. Click Advanced Search.
    The Advanced Search form will appear.
5. Enter the user’s First Name, Last Name, or Username.
6. Enter today’s date in the Terminated On or Before field.
7. Click Search at the bottom of the form.
    The Advanced Search form will close. The results will populate on the right-hand side of the page.
8. Click Edit next to the user you want to reactivate.
    You will be directed to the user’s profile.
9. Click Activate.
    A message will appear asking “Are you sure you want to proceed with Activating this user?”
10. Click Yes.
     The page will refresh and take you back to the People landing page.

In situations where a user’s assignment remains stuck in progress (an example of this may be when a student times out in a course), administrators can reset the course to provide users a fresh, uncorrupted attempt. The status in the course will revert to “New,” and users may then relaunch the course and skip to the part they last left off at. Please note that courses requiring approval are handled differently, and need to be approved rather than reset (view the approve courses instructions for further information).

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the People tab.
4. Search for the user you want to reset a course for.
5. Click Edit.
    You will be directed to the user profile.
6. Click View Assignments at the bottom of the page.
    The user’s Assignment(s) window will open.
7. Click the In Progress status next to the course.
    Courses containing a New or Unsuccessful status do not need to be reset; this action is specifically reserved for In Progress courses. If the user is experiencing an issue with a New or Unsuccessful course, please reach out to BAI Technical Support.
8. Click Reset Course.
    The reset course window will open.
9. Click Reset Course Status.
    The reset course window will close.
10. Click Apply.
     The user’s Assignment(s) window will close.

If a user has forgotten their password or their account is locked, you can reset their password to grant them access to the Learning Manager.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the People tab.
4. Search for the user you want to unlock or reset the password for.
5. Click Edit.
    You will be directed to the user profile.
6. Enter a password in the Password and Confirm password fields in the lower-right.
   Passwords must contain at least 10 characters, have at least one upper-case and lower-case letter, and use at least one number. You may use symbols, but it is not required.
7. Click Save.
    A message will appear asking “Saving will close this form. Do you wish to proceed?”
8. Click Yes.
    The page will refresh and take you back to the People landing page.
    The user will receive an email from BAI with their login credentials if the Email Address field on their profile is filled out correctly.

You can use the simple search to quickly find users by First Name, Last Name, Username, Organization, or Position. You can use the advanced search for more complex searches, and when searching for inactive users.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the People tab.
4. Option #1: using Search
   1. Enter a First Name, Last Name, Username, Organization, or Position in the search box.
   2. Click Go, or press Enter on your Keyboard.
       The results will populate on the right-hand side of the page.
5. Option #2: using Advanced Search
   1. Click Advanced Search.
       The Advanced Search form will open.
   2. Enter any of the available fields as needed.
       Use the Terminated On or Before field to search for terminated users. Use the Started On or After field to search for users with a future start date; these users are also classified as inactive in the system.
   3. Click Search at the bottom of the form.
       The results will populate on the right-hand side of the page.

You can view users’ active assignments including those assigned from rules, those assigned manually by managers or training administrators, and electives the user decided to search for and launch themselves.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the People tab.
4. Search for the user you want to view assignment information for.
5. Click Edit.
    You will be directed to the user’s profile.
6. Click View Assignments at the bottom of the page.
    The user’s Assignment(s) window will open.
    The assignments window is an expanded look at everything currently assigned to this user and includes electives. The Source column shows how the assignment was added: it will either be the name of a rule, or the username of the individual who assigned it (if the user is the Source, the assignment is an elective). The same course may appear multiple times but assigned from different Sources. Users will only see one course tile and, depending on the rule settings, one completion may satisfy all Sources. No edits can be made to Rule Assignments; however, you may waive any rule assignment by clicking Remove.

You can view and print users’ transcripts, which lists all successfully and unsuccessfully completed attempts.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the People tab.
4. Search for the user you want to view transcript information for.
5. Click Edit.
    You will be directed to the user’s profile.
6. Click View Transcripts at the bottom.
    You will be directed to the user’s Transcript page.
7. Enter a Date Range to filter your results.
    By default, Transcript records date back exactly 1 year. Adjust the date range if needed to display training just from the current year.
8. Click Go.
    The page will refresh to display results for the given timeframe.
9. Click Print in the upper right corner of the page to print the entire page of completion information.
    You will be directed to the print preview screen.
10. Click Print.

Users must request approval for courses they have reached their retake limit for, and anytime the Requires Manager Approval setting is enabled for the course. Training Administrators may approve either of these types of requests under Messages.

1. Open the Menu .
2. Select Messages.
3. Click under the Requests tab.
4. Click Launch next to Enrollment Requests.
    The page will refresh and direct you to a list of pending enrollment requests.
5. Click Approve next to the individual(s) requesting additional attempts.
    All training administrators (and direct managers of users) have access to approving attempts. If you do not see the request you are looking for, please make sure the user has clicked the Request Approval button on the assignment tile. When users are approved, they will only receive one additional attempt. For each additional attempt the user is unsuccessful, the process of approving their requests will remain the same and – in the case of retake limits – will continue until the attempts are ultimately reset according to the portal default setting.

Assessments allow you to create and assign scored tests to users, to which you can then run the assessment summary report to see users’ individual responses. You can also create an assessment course using BAI’s course creation tool I-Design, and run the I-Design course summary report.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the Content tab.
4. Click Add 
5. Select Add New Content.
6. Under step 1, click Assessment.
7. Under step 2, enter a Code.
    A unique code will be automatically generated for you. You may change the code to something more identifiable to users if you’d like but it must remain unique in the catalog.
8. Enter a Title.
9. Select Category Name.
    Choose from professional development, compliance, and custom. Selecting a category will add this course to that category under the Custom Content library in the catalog.
10. Select Subcategory Name.
     Depending on the category you selected in the previous step, there may be several subcategories from which to choose. Choose a subcategory from the dropdown list that best identifies with this course. If none apply, create a new subcategory.
11. Choose an Effective Start Date.
12. Choose “Yes” or “No” under Requires Manager Approval.
     Users will need to request approval each time they attempt to launch this assessment when “Yes” is selected.
13. Choose “Yes” or “No” under Hide from Catalog and Search.
     Users will not be able to browse or search for this assessment when “Yes” is selected. Users will only be able to view and take the assessment if it is assigned to them.
14. Click Create.
15. Under step 3, click Launch Assessment Editor.
    A new tab will open directing you to Assessment Editor. View instructions on how to navigate the assessment editor if needed.
16. Enter a Passing Score or check Non Scoring.
17. Click Save.
     A “Course Successfully Created” window will open.
18. Click OK.
     The window will close, and the page will refresh. You will be taken back to the Content landing page.

Career paths are a way for you to group together courses by skills needed for specific career advancement goals. Create and assign career paths to users looking for career advancement opportunities.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the Content tab.
4. Click .
5. Select Add New Content.
6. Under step 1, select Career Path.
7. Under step 2 enter a Code.
    A unique code will automatically be generated for you. You may change the code to something more identifiable to users if you’d like but it must remain unique in the catalog.
8. Enter a Title.
9. Enter a Description.
    Use the description field to communicate the purpose of the career path or instruct users on how to complete it if needed.
10. Select Category Name.
     Choose from professional development, compliance, and custom. Selecting a category will add this course to that category under the Custom Content library in the catalog.
11. Select Subcategory Name.
     Depending on the category you selected in the previous step, there may be several subcategories from which to choose. Choose a subcategory from the dropdown list that best identifies with this course. If none apply, create a new subcategory.
12. Enter an Effective Start Date.
13. Select “Yes” or “No” under Requires Manager Approval.
     Users will need to request approval if they attempt to enroll in a career path when “Yes” is selected.
14. Select “Yes” or “No” under Hide from Catalog and Search.
     Users will not be able to browse or search for this career path when “Yes” is selected. Users will only be able to view and take the career path if it is assigned to them.
15. Click Create.
16. Under step 3, click Add New to begin selecting courses to add to the career path.
     The course search window will open.
17. Enter a course Title, Code, or Keyword in the search box.
     All courses, apart from documents, are available to add to the career path.
18. Click Go.
19. Check the box next to the course(s) you want to add to the career path.
20. Click Add to List.
     The course search window will close.
21. Click and drag the courses  in the order you want them to display to users.
22. Select “Yes” or “No” under Enforce Course Order.
     Selecting ‘yes’ will require users complete the list of courses in the order you have arranged them. For users, the launch button will only appear for one course at a time. When a user completes a course on the list, the next course in line will become launchable. If the course is an instructor-led training course, the user must be marked successful for the ILT before they can proceed to the next course.
23. Optional: edit course skills.
    Pre-selected skills display for BAI courses. To add additional skills, enter a new skill name under the ‘Add skills to this course’ field and select it from the type ahead, or select from the list of available skill suggestions that populate in the type ahead.
24. Click Save.
     A “Course Successfully Created” window will open.
25. Click Ok.
     The window will close, and the page will refresh. You will be taken back to the Content landing page.

As a training administrator, you can create and assign certifications. Course groups, certifications, and curricula function exactly the same in the Learning Manager; their name is the only distinguishing factor.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the Content tab.
4. Click Add 
5. Select Add New Content.
6. Under step 1, click Certification.
7. Under step 2, enter a Code.
    A unique code will be automatically generated for you. You may change the code to something more identifiable to users if you’d like but it must remain unique in the catalog.
8. Enter a Title.
9. Select Category Name.
    Choose from professional development, compliance, and custom. Selecting a category will add this course to that category under the Custom Content library in the catalog.
10. Select Subcategory Name.
     Depending on the category you selected in the previous step, there may be several subcategories from which to choose. Choose a subcategory from the dropdown list that best identifies with this course. If none apply, create a new subcategory.
11. Enter an Effective Start Date.
12. Select “Yes” or “No” under Requires Manager Approval.
     Users will need to request approval if they search for and attempt to add a certification to their electives when “Yes” is selected.
13. Select “Yes” or “No” under Hide from Catalog and Search.
     Users will not be able to browse or search for this certification when “Yes” is selected. Users will only be able to view and take the certification if it is assigned to them.
14. Click Create.
15. Under step 3, click Add New to begin selecting courses to add to the certification.
     The course search window will open.
16. Enter a course Title, Code, or Keyword in the search box.
     All courses, apart from documents, are available to add to the certification.
17. Click Go.
     The search results will populate.
18. Check the box next to the course(s) you want to add to the certification.
19. Click Add to List.
     The course search window will close.
20. Click Save.
     A “Course Successfully Created” window will open.
21. Click OK.
     The window will close, and the page will refresh. You will be taken back to the Content landing page.

As a training administrator, you can create and assign course groups. Course groups, certifications, and curricula function exactly the same in the Learning Manager; their name is the only distinguishing factor.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the Content tab.
4. Click Add 
5. Select Add New Content.
6. Under step 1, select Course Group.
7. Under step 2, enter a Code.
    A unique code will be automatically generated for you. You may change the code to something more identifiable to users if you’d like but it must remain unique in the catalog.
8. Enter a Title.
9. Select Category Name.
    Choose from professional development, compliance, and custom. Selecting a category will add this course to that category under the Custom Content library in the catalog.
10. Select Subcategory Name.
     Depending on the category you selected in the previous step, there may be several subcategories from which to choose. Choose a subcategory from the dropdown list that best identifies with this course. If none apply, create a new subcategory.
11. Enter an Effective Start Date.
12. Select “Yes” or “No” under Requires Manager Approval.
     Users will need to request approval if they search for and attempt to add a course group to their electives when “Yes” is selected.
13. Select “Yes” or “No” under Hide from Catalog and Search.
     Users will not be able to browse or search for this course group when “Yes” is selected. Users will only be able to view and take the course group if it is assigned to them.
14. Click Create.
15. Under step 3, click Add New to begin selecting courses to add to the course group.
     The course search window will open.
16. Enter a course Title , Code, or Keyword in the search box.
     All courses, apart from documents, are available to add to the course group.
17. Click Go.
     The search results will populate.
18. Check the box next to the course(s) you want to add to the course group.
19. Click Add to List.
     The course search window will close.
20. Click Save.
     A “Course Successfully Created” window will open.
21. Click OK.
     The window will close, and the page will refresh. You will be taken back to the Content landing page.

As a training administrator, you can create and assign curricula. Course groups, certifications, and curricula function exactly the same in the Learning Manager; their name is the only distinguishing factor.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the Content tab.
4. Click Add 
5. Select Add New Content.
6. Under step 1, select Curricula.
7. Under step 2, enter a Code.
    A unique code will be automatically generated for you. You may change the code to something more identifiable to users if you’d like but it must remain unique in the catalog.
8. Enter a Title.
9. Select Category Name.
    Choose from professional development, compliance, and custom. Selecting a category will add this course to that category under the Custom Content library in the catalog.
10. Select Subcategory Name.
     Depending on the category you selected in the previous step, there may be several subcategories from which to choose. Choose a subcategory from the dropdown list that best identifies with this course. If none apply, create a new subcategory.
11. Enter an Effective Start Date.
12. Select “Yes” or “No” under Requires Manager Approval.
     Users will need to request approval if they search for and attempt to add curricula to their electives when “Yes” is selected.
13. Select “Yes” or “No” under Hide from Catalog and Search.
     Users will not be able to browse or search for the curricula when “Yes” is selected. Users will only be able to view and take the curricula if it is assigned to them.
14. Click Create.
15. Under step 3, click Add New to begin selecting courses to add to the curricula.
     The course search window will open.
16. Enter a course Title , Code, or Keyword in the search box.
     All courses, apart from documents, are available to add to the curricula.
17. Click Go.
     The search results will populate.
18. Check the box next to the course(s) you want to add to the curricula.
19. Click Add to List.
     The course search window will close.
20. Click Save.
     A “Course Successfully Created” window will open.
21. Click OK.
     The window will close, and the page will refresh. You will be taken back to the Content landing page.

Training Administrators can upload various custom document types directly into the BAI Learning Manager and distribute them to users manually, via rules, or attach them as resources to courses. Users can also browse or search for them under the Documents library.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the Content tab.
4. Click Add 
5. Select Add New Content.
6. Under step 1, select Document.
7. Under step 2, enter a Code.
    A unique code will be automatically generated for you. You may change the code to something more identifiable to users if you’d like but it must remain unique in the catalog.
8. Enter a Title.
9. Select Category Name.
   Choose from professional development, compliance, and custom. There are also various policy-related categories if the resource you’re uploading is a policy. Selecting a category will add this document to that category under the Custom Content or Policies library in the catalog
10. Select Subcategory Name.
     Depending on the category you selected in the previous step, there may be several subcategories from which to choose. Choose a subcategory from the dropdown list that best identifies with this document. If none apply, create a new subcategory.
11. Enter an Effective Start Date.
12. Choose “Yes” or “No” under Hide from Catalog and Search.
     Users will not be able to browse or search for this document when “Yes” is selected. Users will only be able view the document if it is distributed to them.
13. Click Create.
14. To upload a Document:
    1. Click Upload File.
    2. Click Choose File.
        The File Directory window will open.
        Acceptable content types include: Word, Excel, PowerPoint, PDF, picture, audio, and video, provided they do not exceed 300 MB in file size.
    3. Search for and select your file.
    4. Click Open.
        The File Directory window will close.
15. To upload an External URL:
    1. Select External URL.
        A text box will appear below.
    2. Paste a valid URL.
        URL must begin with http or https.
16. Click Save.
     A confirmation message will appear.
    Your document has been saved and may now be distributed, added to courses as a resource, or searched for via the Documents library. Note: there may be a delay up to 15 minutes for the document to appear in the library.

Evaluations allow you to create unscored assessments to gather student feedback. You can then run the assessment summary report to see users’ individual responses.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the Content tab.
4. Click Add 
5. Select Add New Content.
6. Under step 1, select Evaluation.
7. Under step 2, enter a Code.
    A unique code will be automatically generated for you. You may change the code to something more identifiable to users if you’d like but it must remain unique in the catalog.
8. Enter a Title.
9. Select Category Name.
    Choose from professional development, compliance, and custom. Selecting a category will add this course to that category under the Custom Content library in the catalog.
10. Select Subcategory Name.
     Depending on the category you selected in the previous step, there may be several subcategories from which to choose. Choose a subcategory from the dropdown list that best identifies with this course. If none apply, create a new subcategory.
11. Choose an Effective Start Date.
12. Choose “Yes” or “No” under Requires Manager Approval.
     Users will need to request approval each time they attempt to launch this evaluation when “Yes” is selected.
13. Choose “Yes” or “No” under Hide from Catalog and Search.
     Users will not be able to browse or search for this evaluation when “Yes” is selected. Users will only be able to view and take the evaluation if it is assigned to them.
14. Click Create.
15. Under step 3, click Launch Evaluation Editor.
    If you’ve launched the editor, a new tab will open directing you to the Evaluation Editor. View instructions on how to navigate the evaluation editor if needed.
16. Click Save.
     A “Course Successfully Created” window will open.
17. Click OK.
     The window will close, and the page will refresh. You will be taken back to the Content landing page.

As a training administrator, you can track and record in-person training with instructor-led training courses.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the Content tab.
4. Click Add 
5. Select Add New Content.
6. Under step 1, select Instructor Led Training.
7. Under step 2, enter a Code.
    A unique code will be automatically generated for you. You may change the code to something more identifiable to users if you’d like but it must remain unique in the catalog.
8. Enter a Title.
9. Select Category Name.
    Choose from professional development, compliance, and custom. Selecting a category will add this course to that category under the Custom Content library in the catalog.
10. Select Subcategory Name.
     Depending on the category you selected in the previous step, there may be several subcategories from which to choose. Choose a subcategory from the dropdown list that best identifies with this course. If none apply, create a new subcategory.
11. Choose an Effective Start Date.
12. Choose “Yes” or “No” under Requires Manager Approval.
    Users will need to request approval if they search for and attempt to schedule an ILT when “Yes” is selected. A manger or administrator will then need to “Approve” the request in the Messages section before the user is added. This situation also applies to instructors, managers, or administrator adding users to the roster of an ILT that requires manager approval; the request will still need to be approved after adding the user. 
13. Choose “Yes” or “No” under Hide from Catalog and Search.
     Users will not be able to browse or search for this ILT when “Yes” is selected. Users will only be able to view the ILT under their My Dashboard page if it is assigned to them (or if they’re added to the roster of an offering within the ILT).
14. Click Create.
15. Under step 3, select a Re-take Limit.
16. Click Save.
17. Under step 4, enter an offering Name.
     An offering is defined as any discrete session or group of sessions that, if completed, would mark the user successful for the course.
18. Select a Location.
     A location is where the in-person training is taking place (branch, conference room, online room, etc.). Locations must be created ahead of time under the Management tab, and selected from the dropdown menu in this step.
19. Enter a Minimum Enrollment Size.
20. Enter a Maximum Enrollment Size.
     Users that enroll in the offering after the maximum enrollment size has been met will be placed in the offering’s waitlist, and auto-promoted to the roster by the system if those in the roster cancel their enrollment or are removed. Users will also receive an automated email from BAI informing them of the change.
21. Enter a Maximum Waitlist Size.
22. Enter an Enrollment Opens date.
     Users will not be able to browser or search for the offering until this date.
23. Enter a Cancel Days total.
     This refers to the number of days a user has to cancel their enrollment before the start of the first session in the offering. Users will not be able to cancel their enrollment afterward.
24. Enter a Waitlist Days total.
    This refers to the number of days before the first offering session date that the system no longer allows users to register for offerings that are full (i.e. prevents users from being added to the waitlist). The waitlist will close, and users will encounter an error if they attempt to schedule an offering for the ILT.
25. Begin entering Session details for the offering by selecting a Repeats frequency.
     If the session does not repeat, or if there is only one session under this offering, just select “Daily.”
26. Enter a session Start Date.
27. Enter a session End Date.
28. Enter a session Start Time.
     Must be in hh:mm AM/PM format (Example: 09:00 AM).
29. Enter a session End Time.
     Must be in hh:mm AM/PM format (Example: 10:00 AM).
30. Click Add to List.
     The session will be added to the list for this offering.
31. For each additional session under this offering, repeat steps 25-30.
32. Click + Add Offering to add additional offerings, and repeat steps 17-31.
33. Click Save.
34. Under step 5, search for and select users to add to the roster.
35. Click Save.
     A “Course Successfully Created” window will open.
36. Click OK.
     The window will close, and the page will refresh. You will be taken back to the Content landing page.

Surveys allow you to create unscored assessments to gather student feedback. You can then run the assessment summary report to see users’ individual responses.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the Content tab.
4. Click Add 
5. Select Add New Content.
6. Under step 1, select Survey.
7. Under step 2, enter a Code.
    A unique code will be automatically generated for you. You may change the code to something more identifiable to users if you’d like but it must remain unique in the catalog.
8. Enter a Title.
9. Select Category Name.
    Choose from professional development, compliance, and custom. Selecting a category will add this course to that category under the Custom Content library in the catalog.
10. Select Subcategory Name.
     Depending on the category you selected in the previous step, there may be several subcategories from which to choose. Choose a subcategory from the dropdown list that best identifies with this course. If none apply, create a new subcategory.
11. Choose an Effective Start Date.
12. Choose “Yes” or “No” under Requires Manager Approval.
     Users will need to request approval each time they attempt to launch this survey when “Yes” is selected.
13. Choose “Yes” or “No” under Hide from Catalog and Search.
     Users will not be able to browse or search for this survey when “Yes” is selected. Users will only be able to view and take the survey if it is assigned to them.
14. Click Create.
15. Under step 3, click Launch Survey Editor.
    If you’ve launched the editor, a new tab will open directing you to the Survey Editor. View instructions on how to navigate the survey editor if needed.
16. Click Save.
     A “Course Successfully Created” window will open.
17. Click OK.
     The window will close, and the page will refresh. You will be taken back to the Content landing page.

As an administrator, you can create tasks to assign non-testing responsibilities to users.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the Content tab.
4. Click Add 
5. Select Add New Content.
6. Under step 1, select Task.
7. Under step 2, enter a Code.
    A unique code will be automatically generated for you. You may change the code to something more identifiable to users if you’d like but it must remain unique in the catalog.
8. Enter a Title.
    The title will serve as the name of the task you want users to complete.
9. Select Category Name.
    Choose from professional development, compliance, and custom. Selecting a category will add this course to that category under the Custom Content library in the catalog.
10. Select Subcategory Name.
     Depending on the category you selected in the previous step, there may be several subcategories from which to choose. Choose a subcategory from the dropdown list that best identifies with this course. If none apply, create a new subcategory.
11. Choose an Effective Start Date.
12. Choose “Yes” or “No” under Requires Manager Approval.
     Users will need to request approval each time they attempt to complete a task when “Yes” is selected.
13. Choose “Yes” or “No” under Hide from Catalog and Search.
     Users will not be able to browse or search for this task when “Yes” is selected. Users will only be able to view and take the task if it is assigned to them.
14. Click Create.
15. Under step 3, click Save.
     A “Course Successfully Created” window will open.
16. Click OK.
     The window will close, and the page will refresh. You will be taken back to the Content landing page.

As a training administrator, you can upload saved SCORM 1.2, SCORM 2004 (all versions), AICC, and xAPI content packages created elsewhere and assign them like pre-existing web-based training courses.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the Content tab.
4. Click Add 
5. Select Add New Content.
6. Under step 1, select Web Based Training.
7. Under step 2, enter a Code.
    A unique code will be automatically generated for you. You may change the code to something more identifiable to users if you’d like but it must remain unique in the catalog.
8. Enter a Title.
9. Select Category Name.
    Choose from professional development, compliance, and custom. Selecting a category will add this course to that category under the Custom Content library in the catalog.
10. Select Subcategory Name.
     Depending on the category you selected in the previous step, there may be several subcategories from which to choose. Choose a subcategory from the dropdown list that best identifies with this course. If none apply, create a new subcategory.
11. Enter an Effective Start Date.
12. Choose “Yes” or “No” under Requires Manager Approval.
     Users will need to request approval each time they attempt to launch this assessment when “Yes” is selected.
13. Choose “Yes” or “No” under Hide from Catalog and Search.
     Users will not be able to browse or search for this assessment when “Yes” is selected. Users will only be able to view and take the assessment if it is assigned to them.
14. Click Create.
15. Under step 3, select SCORM, AICC, or xAPI from the Select Your Package Type drop-down.
16. Click Choose File.
     The File Directory window will open.
17. Search for and select your file to upload.
     The BAI Learning Manager allows the upload of customer created courses provided they do not exceed 300 MB in file size. Our LMS is SCORM 1.2, SCORM2004 (all versions), AICC, and xAPI compliant.
18. Click Open.
     The File Directory window will close.
19. Select a Retake Limit.
20. Click Save.
     A “Course Successfully Created” window will open.
21. Click OK.
     The window will close, and the page will refresh. You will be taken back to the Content landing page.
22. Within the Content tab, search for your newly created course.
23. Click Edit.
     You will be directed to the Course Properties page.
24. Enter a Passing Score.
     Passing Scores can only be added after the course is created. If the course does not have an assessment, enter 0 under the Passing Score field to register it as a non-scoring course.
25. Click Save.

Search for and edit courses and documents when their properties change.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the Content tab.
4. Search for the content you want to edit.
5. Click Edit.
    You will be directed to the Course or Document Properties page. Depending on the type of content you’re editing, options may appear differently.
6. Make your edits and click Save.

By default, courses assume the portal default passing score set under the Management tab. Training administrators may change the passing score for individual courses when needed.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the Content tab.
4. Search for the course you want to change the passing score for.
5. Click Edit.
6. Enter a new Passing Score.
    Passing Scores must be whole numbers between 0 and 100.
7. Click Save.
   For information on how to change the passing score for all courses in your domain, see edit portal passing score.

By default, courses assume the portal default retake limit set under the Management tab. Training administrators may change the retake limit for individual courses when needed.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the Content tab.
4. Search for the course you want to edit the retake limit for.
5. Click Edit.
6. Select a new Retake Limit.
   • Unlimited: allows users to attempt courses an unlimited amount of times.
   • Rolling: allows users to attempt courses a certain amount of times within a rolling set of days before having to request approval from a manager or training administrator. Attempts do not reset, rather, the system continually checks to see if the number of attempts allocated is exceeded or not. (Example: entering 3 attempts every 365 days means the system will continually look back 1 year, to the day and minute, to see whether the 3 attempts were used.)
   • Annual: allows users to attempt courses a certain amount of times each year before having to request approval from a manager or training administrator. Attempts automatically reset on the date you enter.
7. Click Save.
   For information on how to change the retake limit for all courses in your domain, see edit portal retake limit.

Launch the evaluation editor to create your own survey, evaluation, or assessment. Please note: while there is no hard limit as to the number of questions you can add in the editor, you may start to encounter issues beyond a certain point such as missing QLA data, or timeout issues opening the survey, evaluation, or assessment. To ensure students do not start experiencing occurrences like this, consider creating multiple surveys, evaluations, or assessments to break apart content that contains more than 50 questions. 

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the Content tab.
4. Search for the survey, evaluation, or assessment you want to edit.
5. Click Edit.
    You will be directed to the Course Properties page.
6. Click Launch Evaluation Editor.
    The Evaluation Editor will open in a new tab.
7. Click Edit.
   1. Enter a Test Name.
   2. Enter a Terminal Objective.
       A terminal objective describes the all-encompassing point behind the test.
   3. Under the Test Type dropdown menu, select either “Survey/Evaluation Unscored Test” for surveys and evaluations, or “Test” or “Timed Test” for assessments.
   4. Select “Yes” or “No” under Randomize Objectives.
       If you select “Yes,” each objective added to the test will appear in random order.
   5. Select “Yes” or “No” under Randomize Questions.
       If you select “Yes,” each question within each objective will appear in random order.
   6. Select “Yes” or “No” under Sort by Questions.
       For each question you will be provided the option to include a sort order (1, 2, 3, etc.). This is the order questions will be displayed to users. Selecting “Yes” here enables the sort order functionality you’ll see later on when editing questions.
   7. Enter a number for the Questions per Page field.
   8. Select an option from the First Page on Return drop-down menu.
       This indicates which page the user will return to if they exit the survey, evaluation, or assessment and click back into it.
   9. Select “Unlimited” next to Test Attempts.
   10. Click Update Test at the bottom of the page.
   11. Click Return to Tests at the top of the page.
8. Click Add Objective.
   1. Enter an Objective Description.
       An objective description describes the subject of the questions in this particular objective.
   2. Select “Yes” or “No” under Load All Questions on One Page.
   3. Enter an Objective Sort Order.
       If there are multiple objectives in the test, the number entered (e.g. 1, 2, 3, etc.) will determine the order of the Objective. 99 is the default option. If left alone the Objective will be placed in the order it was created.
   4. Select “Active” next to Status.
   5. Click Add Objective.
   6. Click Update Objective to save your work.
       A new list of options will appear at the bottom of the page.
9. Click Add Question to begin adding questions to this objective.
   1. Enter Question Text.
   2. Select the Objective this question belongs to.
       The name will be the objective description you previously entered.
   3. Select the question Type.
   4. Select “Yes” or “No” under Mandatory Question.
   5. Select “Yes” or “No” under Randomize Distractors.
       Randomizing distractors will display the answers in no particular order.
   6. Enter a Question Sort Order.
       If there are multiple questions in the objective, the number entered (e.g. 1, 2, 3, etc.) will determine the order of the question. 99 is the default option. If left alone the question will be placed in the order it was created.
   7. Select “Active” next to Status.
   8. Enter Distractors.
       Delete any extra rows before configuring your distractors. If you enter your distractors and then delete unused rows, the page will refresh, and your information will be lost.
   9. Enter a Sort Order for each Distractor.
       If you previously instructed the survey, evaluation, or assessment to randomize questions (step 7e), leave these fields blank.
   10. Click the circle next to the correct answer(s).
   11. Click Add Question at the bottom of the page to save your work.
        The page will refresh and provide new menu options at the top of the page.
   12. For each additional question needed, click Add Question at the top of the page and repeat steps 9a through 9k. Once finished, click Return to Objective.
   13. Enter # of Question to Ask on Test.
        This field must be filled out. If left as 0, none of the questions created will appear in the test. However, any questions labeled as mandatory will show up in the survey, evaluation, or assessment regardless of what number you enter in this field.
   14. Click Update Objective at the bottom of the page.
   15. Click Return to Test at the top of the page.
        You will be directed to a preview of the test, the objectives, and each question.
   16. Click Edit under the name of the Test.
        You will be directed to the test edit page.
   17. Click Update Test at the bottom of the page.
   18. Click the “X” in the Evaluation Editor tab to return to the course.
   19. Click Save in the course. 

Hide a course or document from users’ views in the catalog to prevent them from registering in it.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the Content tab.
4. Search for the course or document you want to hide from users.
5. Click Edit.
    You will be directed to Course Properties page.
6. Select “Yes” under Hide from Catalog and Search.
   Users will not be able to browse or search for this course or document in the catalog when “Yes” is selected. Instructor-Led Training will also be hidden from the Upcoming ILT calendar, accessed via the My Dashboard page. Users will only be able to view and launch the course or document if it is assigned or distributed to them.
7. Click Save.

An assessment screen can be used to test students on content in an I-Design course.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the Content tab.
4. Click Add 
5. Click I-Design.
    The I-Design Editor will open in a new tab.
6. Click on the Name of the desired I-Design course.
    You will be directed to the Author tab.
7. Locate the course outline on the left-hand side of the page and select the preceding slide (or folder) of the assessment screen you want to add.
8. Click Add New.
9. Click Assessment Screen.
    A new assessment screen will be added after the slide you selected, under the course outline. If you’ve selected a folder, the assessment screen will be added to the end of the screens under that folder. If you’ve selected the root folder (also titled the name of your course) the assessment screen will be added after and outside of each folder and screen in the course outline.
10. Enter a unique Screen Name.
11. Select an assessment screen layout.
12. Under Add Content, fill in all applicable fields.
     Fields may vary depending on the layout you select. Some layouts do not contain a question field, in which case you need only add Instructions. Instructions appear to users as a popup window that they must click out of to proceed. By default, users are automatically directed to the next screen when they submit their answer unless feedback is utilized.
13. Optional: add feedback.
    1. Under Add Feedback for Your Students, enter feedback for Correct, Incorrect, and Partial answers.
        Question feedback will appear to users in a popup window after they answer the question. Users must click out of the window to proceed. By default, users are automatically directed to the next screen when they exit the feedback window. However, training administrators may edit the Go To fields to direct them to another part of the course if needed.
    2. Click Save.
14. Optional: edit button text.
    1. Under button text, edit the button text users see.
        Check answer text displays for both self-assessment and scored questions. This is the button users click to submit their answer. Show answer text displays for self-assessment questions only. If a user submits a wrong answer, this button will become available and if clicked, show users what the correct answer was. Show instructions text displays for both self-assessment and scored questions. Users may click this button at any time to redisplay the instructions. Close instructions/feedback text displays for both self-assessment and scored questions. Users click this button to exit Instructions and/or Feedback.
    2. Click Save.
15. Optional: add narration.
    1. Under Add Narration, click Add.
        The File Directory window will open.
    2. Search for and select your narration file.
        Files must be saved as mp3 and should not be larger than 50mb.
    3. Click Open.
        The File Directory window will close.
16. Optional: set question to self-assessment.
    1. Click Screen Settings.
        The Screen Settings window will open.
    2. Click the box next to Self assessment.
        Self-assessment questions are not counted towards the overall score.
    3. Click Save.
        The Screen Settings window will close.
17. Click Save.

There are several basic screen layouts from which to choose. Blue squares containing yellow stars represent media, while horizontal lines represent text. Each layout portrays the location of the media or text element(s).

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the Content tab.
4. Click Add 
5. Click I-Design.
    The I-Design Editor will open in a new tab.
6. Click on the Name of the desired I-Design course.
    You will be directed to the Author tab.
7. Locate the course outline on the left-hand side of the page and select the preceding slide (or folder) of the basic screen you want to add.
8. Click Add New.
9. Click Basic Screen.
    A new basic screen will be added after the slide you selected, under the course outline. If you’ve selected a folder, the basic screen will be added to the end of the screens under that folder. If you’ve selected the root folder (also titled the name of your course) the basic screen will be added after and outside of each folder and screen in the course outline.
10. Enter a Screen Name.
11. Select a basic screen layout.
12. Hover your cursor over the media location (if available).
     Media editing options will display.
13. Click add.
     The Add Content window will open.
14. Click Choose File.
     The File Directory window will open.
     If the media file is video, please note that all file types are supported but there is a 300mb limit. All files larger than 300mb must be split up or hosted elsewhere and linked out to.
15. Search for and select your media file.
16. Click Open.
     The File Directory window will close.
17. Click Save.
     The Add Content window will close.
18. Hover your cursor over the text location (if available).
     Text editing options will display.
19. Click add.
     The Add Content window will open.
20. Enter text within the text editing window, beneath the toolbar.
21. Click Save.
     The Add Content window will close.
22. Click Save.

Use the “Link to Document” feature in text editing windows to quickly add a document hyperlink within basic screens.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the Content tab.
4. Click Add 
5. Click I-Design.
    The I-Design Editor will open in a new tab.
6. Click on the Name of the desired I-Design course.
    You will be directed to the Author tab.
7. Locate the course outline on the left-hand side of the page and select the basic screen you want to add the document link to.
    In order to add a document link, the basic screen you select must have a layout that uses text.
8. Hover your cursor over the text location.
    Text editing options will display.
9. Click add.
    The first Add Content window will open.
10. Add and highlight text to be linked.
11. Click Link to Document, located above the toolbar.
     The second Add Content window will open.
12. Click Choose File.
     The File Directory window will open.
13. Search for and select your document.
14. Click Open.
     The File Directory window will close.
15. Click Save.
     The second Add Content window will close.
16. Click Save.
     The first Add Content window will close.
17. Click Save.

When a user submits their answer to a question, provide them feedback based on whether they were correct, incorrect, or partially correct. Customize feedback under Assessment Screens.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the Content tab.
4. Click Add 
5. Click I-Design.
    The I-Design Editor will open in a new tab.
6. Click on the Name of the desired I-Design course.
    You will be directed to the Author tab.
7. Locate the course outline on the left-hand side of the page and select the assessment screen you want to add feedback to.
8. Under Add Feedback for Your Students, add Feedback under Correct, Incorrect, and Partial.
    Question feedback will appear to users in a popup window after they answer the question. Users must click out of the window to proceed.
9. Click Save.

Add folders to group your slides in I-Design. Edit the settings of these folders to randomize assessments, create question pools, set slides as resources, or disable slide navigation.

1. Open the Menu .
2. Select Administration.
    You will be directed to the Administrator view.
3. Click under the Content tab.
4. Click Add 
5. Click I-Design.
    The I-Design Editor will open in a new tab.
6. Click on the Name of the desired I-Design course.
    You will be directed to the Author tab.
7. Locate the course outline on the left-hand side of the page and select the preceding slide (or folder) of the folder you want to add.
8. Click Add New.
9. Click Folder.
    A new folder will be added after the slide you selected, under the course outline. If you’ve selected a folder, the new folder will be added to the end of the slides under that folder. If you’ve selected the root folder (also titled the name of your course) the new folder will be added after and outside of each folder and slide in the course outline.
10. Enter a Folder Name.
11. Optional: under Folder Settings, edit the details of the folder and click Save.
    Randomize Questions – checking the box next to “Randomize” will randomize all slides under that folder.

    Create Question Pool – Select a “Number of Screens to randomly show” to create a question pool in which users will randomly see only that number of slides under that folder.
    Set Slides as Resources – Check the box next to “This folder is a resource (its screens can only be navigated to with Jump-Tos)” for slides that need to be hidden from view, and only navigable via the jump tos available in certain basic screens, or via the resources menu option (must enable under themes, and point a slide under settings).
     Disable Navigation – Check the box next to “Disable navigation when in this folder” to prevent users from skipping forward or backwards on screens under folders. By default, I-Design prevents users from skipping forward in scored assessment questions but does not prevent them from clicking backwards. Enabling this setting will prevent users from going back to the tutorial to review content. Please note however this setting must not be enabled if the randomization or question pool feature is being used, or if self-assessment questions are a part of the folder.