Configuration on Boarding

Support > Open eLMS for Business > Configuration Onboarding

34 Questions to ensure that Open eLMS is configured correctly

Open eLMS has over 100 configuration options, these can be found by logging in as an administrator and going to Site Setup > Defaults > Configuration.

Pupils e-learning with Netflix style system

The sheer number of options makes this difficult to know what applies to your installation. In order not to miss out on getting the system precisely tailored for you, follow the questions and then look up the Keys in the Configuration table in order to make the necessary changes (instructions are given in the table as to what each change will do.)

Answer each question proceeding down the screen.

1) Are you running learning which needs to be repeated every year etc.? (common with compliance learning.)?

No

Search for and check the following keys:

  • refreshCompletedAt
  • sendRefreshEmail
  • allowLearnerRefreshLearning

Yes

Continue ...

2) Are you using Open eLMS for Education or Business where either standards, programmes or curriculum are used?

No

Continue ...

Yes

Search for and check the following keys:

  • apprentixEmailReminderFrequency

3) Are you using single sign-on?

No

Search for and check the following keys:

  • allowRegistration
  • defaultUsernameLabel
  • showSocialLoginButtons

Yes

Continue ...

4) Will you be carrying out any regulated apprenticeship training which involves submitting exports of ILR records to the UK Government hub?

No

Continue ...

Yes

Search for and check the following key(s):

  • defaultUKPRN
  • defaultPrevUKPRN
  • learnerReferenceNumberId
  • trainingWorkRatio
  • allowLearnerEditILR
  • learnerAimReferenceURL
  • linkIlrToUserProgramme
  • offTheJobHoursForReviews

5) Will some of your learners have no email addresses?

No

Continue ...

Yes

Search for and check the following key(s):

  • allowEmptyEmailImport

Yes

Search for and check the following key(s):

  • schoolField

6) Do you want to change how long logging data is kept for (defaults to 6 years)?

No

Continue ...

Yes

Search for and check the following key(s):

  • loggingDataRentention

7) Do you want to use YouTube/Vimeo videos as part of your learning?

No

Search for and check the following key(s):

  • disableYoutubeClicks
  • importYoutubePlaylist
  • forceYoutubeTitleOverThumbnail

Yes

Continue ...

8) Do you want to record a learner's emergency contact details?

No

Continue ...

Yes

Search for and check the following key(s):

  • showEmergencyContactDetails

9) Do you want to record visa eligibnility checks (important for overseas students)?

No

Continue ...

Yes

Search for and check the following key(s):

  • showVisaEligibilityChecks

10) Do you want to use Open eLMS Live (note this needs to be purchased separately)?

No

Continue ...

Yes

Search for and check the following key(s):

  • enableSchedule
  • lessonDuration
  • learnerInterfaceV2
  • scheduleReminderLead
  • disableLookOvers

11) Do you wish to make feedback anonymous (GDPR issues) or remove it completely?

No

Continue ...

Yes

Search for and check the following key(s):

  • enableFeedback
  • enableFeedbackSubmitOnly
  • enableFeedbackList

12) Do you wish learners to upload learning which can then be shared amongst other learners once approved by managers/teachers etc.?

No

Continue ...

Yes

Search for and check the following key(s):

  • allowAddBlogEntry

13) Is all classroom training ran by managers/coaches etc who are employed by your organisation?

No

Continue ...

Yes

Search for and check the following key(s):

  • enableClassRoomManagerDropDown

14) Do you wish the system to enforce prior approval of any classroom training by the appropriate manager/trainer?

If you are using Open eLMS for Schools, Colleges or Universities then you should probably answer "no" to this question.

No

Continue ...

Yes

Search for and check the following key(s):

  • isManageBookings

15) Do you wish the system to enforce sign off by both managers/teachers when meetings are made?

This functionality is most frequently used for Open eLMS for Business and Apprenticeships.

No

Continue ...

Yes

Search for and check the following key(s):

  • isMeetings

16) Do you wish to allow files to be attached to email templates?

No

Continue ...

Yes

Search for and check the following key(s):

  • enableEmailAttachments
  • emailAttachmentsSize

18) Do you wish to change the intervals with which traffic lighting colours are set (currently 4 weeks)?

No

Continue ...

Yes

Search for and check the following key(s):

  • nextDueTrafficLight

19) Do you wish to customise the learner experience?

No

Continue ...

Yes

Search for and check the following key(s):

  • disableLazyLoading
  • showLatestReleases
  • learnerInterfaceV2
  • disableResourceTypes
  • hideCurriculum
  • disableLookOvers
  • isBlackColourScheme
  • isCategroyFilter
  • isLearnerLandingPage
  • learnerLandingPageDescription
  • thumbnailRedesign
  • thumbnailRedesignFont

20) Do you wish to disable all emails from the system?

No

Continue ...

Yes

Search for and check the following key(s):

  • enableEmailFunctionality

21) Do you wish to disable gamification competition tables within the system?

No

Continue ...

Yes

Search for and check the following key(s):

  • competenciesGamification
  • enableLeaderBoardList
  • enableLeaderBoardImages

22) Would you like to include Olark for offering chat support from your own support team?

No

Continue ...

Yes

Search for and check the following key(s):

  • olarkCode
  • enableOlark

23) Do you want to record an employee's responsibilities and committee memberships on their employee record?

No

Continue ...

Yes

Search for and check the following key(s):

  • showResponsibilitiesAndCommittees

24) Do you wish to integrate Moodle objects into the system?

No

Continue ...

Yes

Search for and check the following key(s):

  • moodleLink

25) Do you wish to integrate the system with the Xero accounting system?

No

Continue ...

Yes

Search for and check the following key(s):

  • BillingContactName
  • BillingContact_ID
  • BillingFirstName
  • BillingLastName
  • BillingEmailAddress
  • BillingDefaultCurrency
  • BillingisDemo
  • BillingRepeats_Months
  • BillingNext_Invoice
  • BillingisChargebyTime
  • BillingTelephone
  • BillingisMembership
  • BillingisUnlimitedCourses
  • BillingJackdawVersion

26) Do you want learners to define the type of upload they will submit (e.g. Observation in the workplace, Professional discussion, Workplace testimony etc.)?

This is used by default for Open eLMS for Business and Open eLMS for Apprenticeships.

No

Continue ...

Yes

Search for and check the following key(s):

  • enableUploadType

27) Do you wish to integrate Power BI?

No

Continue ...

Yes

Search for and check the following key(s):

  • powerbi_dashboard_url
  • PowerBiExportTableNames

Click here for further details

28) Do you wish to use the latest version of Open eLMS Creator for creating and editing elearning (note there may be an additional cost to using the Open eLMS Creator system)?

No

Continue ...

Yes

Search for and check the following key(s):

  • enableJackdawHtml5

29) Do you wish to use the LMS for CRM activity?

No

Continue ...

Yes

Search for and check the following key(s):

  • companyCrm

30) Do you wish to use the Open eLMS API enabling other systems to communicate with Open eLMS? (If you have no immediate need to do this then say "no".)

No

Continue ...

Yes

Search for and check the following key(s):

  • allowApi

31) Do you wish for internal/external quality assurers or inspectors to use the system to check submitted work?

This is used by default with Open eLMS for Apprenticeships.

No

Continue ...

Yes

Search for and check the following key(s):

  • isLearnerQAFilter

32) The standard session out time is one hour - this is the time after which users are logged out if they have not pressed a submit button. Would you like to change this (should be extended if learners are expected to enter a lot of information into a text box)?

No

Continue ...

Yes

Search for and check the following key(s):

  • sessionTimeout

32) Do you want to change the default time zone from the UK?

No

Continue ...

Yes

Search for and check the following key(s):

  • defaultTimezone

33) Do you want to add the latest news on topics of your choice sourced by Artificial Intelligence to the learner dashboard?

No

Continue ...

Yes

Search for and check the following key(s) - you will need to purchase this as an added extra before getting this value:

  • AndersPinkApiKey

34) Do you want to add a plagiarism check to your submitted work in the LMS?

No

Continue ...

Yes

Search for and check the following key(s) - you will need to purchase this as an added extra before getting these values:

  • TURNITIN_ASSIGNMENT_API_URL
  • TURNITIN_CLIENT_SECRET
  • TURNITIN_CLIENT_ID

Please contact support@e-learningwmb.co.uk should you have any specific queries relating to these instructions. Note this information is for administration training only. Training for managers etc is in the system accessible via the help buttons on each screen. Should you require further classroom training then please contact sales@e-learningwmb.com for a quote.