Support for Schools - Configuration Onboarding
35 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.
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
Continue ...
Yes
Search for and check the following keys:
- refreshCompletedAt
- sendRefreshEmail
- allowLearnerRefreshLearning
2) Do you wish to send out emails to remind students to do work which is needed dictated by their curricula?
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) Does your school carry out any teaching for apprenticeships?
No
Continue ...
Yes
Search for and check the following key(s):
- defaultUKPRN
- defaultPrevUKPRN
- learnerReferenceNumberId
- trainingWorkRatio
- allowLearnerEditILR
- learnerAimReferenceURL
- linkIlrToUserProgramme
- offTheJobHoursForReviews
5) Will some of your students have no email addresses?
No
Continue ...
Yes
Search for and check the following key(s):
- allowEmptyEmailImport
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
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
17) 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
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
Search for and check the following key(s):
- enableEmailFunctionality
Yes
Continue ...
21) Do you wish to enable gamification competition tables within the system?
No
Search for and check the following key(s):
- competenciesGamification
- enableLeaderBoardList
- enableLeaderBoardImages
Yes
Continue ...
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
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 ofsted inspectors or the headmaster etc to use the system to check pupils' submitted work and offer feedback to teachers?
You will need to assign such personnel the Quality Assurer's role.
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
33) Do you want to change the default time zone from the UK?
No
Continue ...
Yes
Search for and check the following key(s):
- defaultTimezone
34) 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
35) 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.
Installation and Configuration
Usage
By Role
Common Tasks
Accreditations
e-Learning WMB are accredited by
An example of our diverse client list ...