Latitude Connection Blog

LMS Information and Portal Configuration

Posted by Sarah Robinson  12/16/2016   0 Comments


The LMS Information page provides Portal Administrators an overview of their LMS subscription, add-on features, and configuration options. This document describes the key statistics and settings available under Site Management => LMS Information.

LMS Information

This section displays the LMS Portal Name, Portal Code, and Portal Creation Date. Only Latitude Support has the ability to modify this information.


LMS Subscription

This section displays details about your Latitude LMS subscription. Only Latitude Support has the ability to modify this information. Learn more: LMS Subscription options

  • Subscription Type:  Indicates whether your LMS subscription is based on the number of current Active Users or the number of total Course Enrollments. 
    By default, Forever Free LMS  portals are set to Active User Licenses: 100. 
    For customers with paid subscriptions, this setting is based on your signed agreement with Latitude. 
  • Subscription Start Date:  Effective date of current subscription period.
  • Subscription End Date: Date that current subscription expires. 
  • Active User Licenses:  Displays the maximum number of users allowed access to the LMS at any given time, based on your subscription. Once this limit is reached, new users cannot be added.
  • Active Users:  Daily count of users with an active account in the LMS portal. It is not related to the number of concurrent users.
    This count is updated by a nightly process and is not a real-time reflection of your active user count. Changes made one day will not be reflected until the next day, after the process runs.
  • Course Enrollment Licenses:  Displays the number of pre-paid Course Enrollments, based on your LMS subscription. 
  • Course Enrollments:  Total number of course enrollments between subscription start and end dates. 
    All successful enrollments are counted regardless of cancellation, course completion, and other enrollment scenarios.

NOTE: Portal Administrators will receive automated email notifications when their subscription limits are reached or exceeded.

LMS Add-Ons

  • Virtual Classroom Licenses:  For subscribers who have purchased the Virtual Classroom Add-On , this field shows the maximum number of course offerings that can be scheduled for concurrent training sessions. 
  • Virtual Classroom Session Capacity: Displays the number of seats available in each Virtual Classroom.
  • Student Language Pack Licenses:  Displays the list of languages currently enabled in your portal. 
    Six standard languages: English, Chinese, Español – México, Français – Canada, Italian, Portuguese – Brazil
    When a student changes their Preferred Language under the Home Page => My Details tab, their LMS user interface will be translated.  Portal Administrators are responsible for providing language translations for their own content, such as codes, names, titles, descriptions and other text-based information related to organizations, users, courses, and other LMS records.

LMS Configuration

This section allows Portal Administrators to configure LMS behavior according to their training needs. Click Submit to save changes.

User Registration and Access Features

  • Default Location: Optional. Select the organization to which new users will be assigned by default.
  • Default Position Code:  Optional. Select the default position code new users will be assigned.
  • Maximum Allowed Days Since Last Login: Limit the number of days a user with a “Student” Role can go without logging into the LMS before their account is automatically inactivated.
  • User Registration Requires Approval:  User Self-Registration allows users to request their own LMS access and login credentials. This indicator shows whether or not new user registration requests will require approval by an LMS administrator. By default, the requirement for approval is disabled, providing users instant access. NOTE: To change the approval required setting, you must submit a request to Latitude Support. Learn more: Self Registration Feature 
  • 2 Factor Authentication: When enabled, Two Factor Authentication provides an alternate means of system access for registered users who have forgotten their login credentials. Upon first successful login, users must set up two Security Questions and Answers. Afterward, those who need help logging in can click the “Can’t remember username or email” link on the login page to enter their first name, last name, and location code. They are then presented with the two Security Questions, which they must answer correctly to authenticate into the LMS. Learn more: Two Factor Authentication 
  • Login Landing Page: Determines the page a user sees upon logging into the LMS. The default "Navigation" sets the landing page to the new graphic user interface. Other options include "Home" (legacy Home Page) and the new User Interface pages "Courses to Complete" or "What's New".

Certification and Curriculum Options

  • Automate Interests from Goals: Enabling this feature will automatically place all courses from assigned Certification goals using a Primary "All Of" Rule on a student's Interest List. It does not work for Primary rules set to “One Of” or Generic rules using “Not” exceptions. Before turning on this option, it is important to have a strong understanding of the following aspects of LMS Certification Management functionality: 
    -Interest Lists
    -Goal Assignment (via manual Set Goal or automated Goal Transitions) 
    -Generic and Primary Rules
    -Position Codes and Position Groups

    If you do not thoroughly understand these concepts, enabling this option could create mass enrollment situations with the following issues:
    -If the courses listed Certification Completion rules do not have prerequisites, this feature could place all courses in the assigned certification goal on the student’s interest list at the same time and lead to auto-enrollment all required courses.
    -The process could enroll ALL of your users in ALL of your courses in the following instances:
      1.  If you have nested certifications (e.g. one certification is a requirement for another certification), but do not properly set up Goal Transitions.
      2.  If your Position Groups are too broad.

  • Show Required Training on Home Page?  Enable this option to add a new training widget to users’ Home page called “Next Required Training”. It helps a user focus only on the next course they should complete from their assigned Certification Goals.
  • Self-Assign Goals: Enables users to assign themselves Certification Goals that they are eligible to achieve according to their assigned Position Group. 

Employee Oversight and Approvals

  • Reporting Hierarchy: Select Position Code (default) or Person-to-Person to establish how relationships between managers and subordinates should be structured in the LMS.  
    -Position Codes drive managerial oversight of employees according to superior and subordinate relationships in a Position Hierarchy. 
    -Person-to-Person reporting organizes managerial reporting relationships by username, allowing a user to directly manage others regardless of their job titles or assigned positions.

Course and Enrollment Management

  • Inactive Profile Enrollments: This setting determines what happens to a user's open course enrollments when the location profile to which those enrollments are associated is inactivated and the user is assigned to a new location. When set to "Cancel Enrollments", the LMS automatically cancels any open enrollments associated with the student's inactive profile.  When set to "Move Enrollments", the LMS will attempt to move the enrollment to an active profile for the student, if available. If no suitable profile is available (no other active profile or if the Business Unit of the new location does not have access to the course), the LMS will cancel the enrollment because it is unable to move it. These cancellations will appear in the time-stamp of the transcript as performed by "LMS Automated Processing".
  • Course Topics: These are user-defined categories for courses that provide additional options for users to search for and find courses. If enabled, you can set up Topics and relate them in parent/child hierarchies, if desired. Users will then be able to browse courses by Topic from the left navigation pane of the LMS.
  • Header Course Search: Enable this option to display the Course Search field in the LMS Header.  

LMS Branding

Customize the LMS with branded content, color, and style using HTML, CSS files, and images. Then design a custom user experience for each of the six Language Packs listed below.

  • Language: English, Chinese, Español – México, Français – Canada, Italian, Portuguese – Brazil
  • What’s New Content: Select the HTML Content File that displays on “Classic Home” and “What’s New” pages.
  • Left Navigation Content: Select the HTML Content File that displays in “Quick Links” menu.
  • Login Page Content: Select the HTML Content File that displays next to LMS Login widget.
  • Registration Page Content: Select the HTML Content File that displays at top of the user Self Registration page.
  • Stylesheet: Use cascading stylesheet files (*.css) to control the overall look and feel of your LMS.
  • Header Logo: Select the file name of image you want to make the Header Logo. Upload the logo on the Site Management > Edit Images page, then use this setting to establish it as the header logo.

NOTE: Applying <<None>> options will display default English content and styles.

Payment Information

Set up eCommerce information to collect payment for tuition-based course enrollments. Learn more: Monetize Your LMS 

  • Allowed Payment Methods: Select Direct Billing, Credit Card (via PayPal), or none.
    - If you select Direct Billing, payment is not processed through the LMS. Instead, administrators must run the “Course Payment By Direct Bill Report” to track enrollments and generate payment invoices from your organization’s preferred billing platform. 
    - If you select Credit Card, you must have a PayPal Business or Premier Account set up. Learn more:  PayPal Merchant Services   
    - If you select none, users will not be able to purchase courses. All course tuition must be set to zero (0) to allow enrollment.
  • PayPal Credentials:  Systems integration information that sends course tuition payment from the LMS to a registered PayPal account. PayPal will provide you the required information below. Learn more: Setting Up PayPal Credentials 
    - PayPal API Username
    - PayPal API Password
    - PayPal API Signature
    - PayPal Environment: Set to live to complete the integration.

Categories: categoryLMS Support Document categoryLMS Update

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