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Panorama is platform functionality designed to streamline, create and manage multiple online courses from a single interface. It allows you to create multiple groups in the organizations and lets you to assign the required courses for the different groups using single interface called Panorama.
Some of the features of Panorama account are:
Create branded learning environments: Provide groups, departments, partners, or B2B partners and clients with uniquely branded and dedicated learning environments.
License content to customers or groups: Whether selling courses and content a la carte or through subscriptions, take advantage of a variety of monetization options.
Manage, distribute, and update content easily: Manage an entire repository of content from a single location to easily update 'parent' courses and have changes affect 'child' courses.
Provision access multiple ways: Take advantage of a number of ways to provision content access through single sign-on, registration codes, and more.
For more information on Panorama Account, click here.
This section provides the instructions on how to create a new Panorama account using Panorama template.
You should not create a new Panorama account from scratch. You should always use Panorama Template to create or clone the Panorama account.
For SCORM Panorama accounts, you need to create them by scratch.
Follow the given below instructions on how to create a Panorama account using Panorama template:
1.From the dashboard, hover over the left side bar menu and click Panorama.
2.The Panorama page appears with list of Panorama account. Go to the Panorama Template, click Actions and then click Edit.
3.Hover over the left side bar menu and click Settings.
4.Click Copy under Settings menu from the left side bar.
5.The Clone page appears. Enter the Name of the Panorama. The required Path is auto-populated when you enter the Name of the Panorama. Click Copy to clone Panorama account.
Make sure to update the SKU with the SFDC Client Account ID. To update this go the Panorama, click Settings and then click Primary. Under Primary Settings page, you can update the SKU.
You need to refresh the browser to see the newly created Panorama in the list.
To delete the Panorama account, perform the following steps:
Be careful before deleting the Panorama account. Once it is deleted, you don not have option to recover the account
1.Go to the required Panorama account and click Actions and then click Edit.
2.The Welcome page appears. Hover over the left bar menu and click Settings.
3.Click Copy under Settings menu from the left side bar. The Primary Settings page appears. Click the Delete This Panorama button at the bottom of the page. The Panorama account is deleted.
You can also disable an account temporarily by clicking the Disable This Panorama button.
If a Panorama is disabled then all users in that Panorama will also get disabled. We recommend, deleting Sublicense instead of deleting/disabling the whole Panorama.
You have the option to change the design of the Panorama account. You can modify the dashboard, landing page, branding, font, and email settings.
Go to the Panorama list. Click Manage and then click Design to update the design changes.
To make changes and update the design of the dashboard, from the Panorama list, go to the required Panorama and click Manage and Edit. Click Design and under the Dashboard & Landing section you can make the changes related to the Dashboard and Landing Page.
Dashboard design layout and Landing page provides you with the option to add various Widgets, such as:
Dashboard Stats
Learner Access
Badges & Leaderboard
Hero Image
Catalog
Standard Layout
Recently Viewed
About Blocks
Contact Blocks
Testimonials
Descriptive Layout
Hero Image Slider
Featured Content Carousel
Image Overlay Tiles
Link List
Navigation Bar
Search Bar
Communities
Video
Title & Subsection
Single Column
Two Column
Three Column
Four Column
Banner Ad
Horizontal Rule
By default when a Panorama account is created, a Main license is assigned with the Panorama account. The Main license will have access to all the content that is available and granted to the Panorama account.
Sublicense allows you to create a hierarchy of licenses under the main license. Sublicense provides you with the option to create different licenses for different units or departments in the same organization. Each Sublicense can be assigned specific content, out of all content in the Main license. Learners or users can be associated with the required Sublicense, so that they only have access to the required content. This allows you to have a control over the content as well as provides you with a better option of checking the progress of the organization.
Some of the benefits of creating sublicenses are:
Providing the right content to the right audience
Reporting segmentation
Better organization and structure
Access expiration
For more information on sublicense, Click TI Knowledge Center.
This section provides with the information on how you can create a sublicense under Main license.
To create a sublicense, perform the following steps:
1.From the dashboard, hover over the left side bar menu and click Panorama.
2. The Panorama page appears with list of Panorama account. Click Actions and then click Edit.
3. The selected Panorama Client appears. Click Sublicenses from the left bar menu.
4. The Sublicenses page appears. Click Add Sublicense.
5. The NEW SUBLICENSE page appears. You need to enter the following details as mentioned in the below table:
6.Click Save after providing all the details as explained in the above table.
The new Sublicense is created.
For more information on how to create a sublicense, click TI Knowledge Center.
Redemption codes allows you to create a unique code that can be redeemed only once and can be used by only one learner or user. Once created, individual codes are distributed to each learner, to be redeemed one time only. In other words, each learner gets their own unique code to be used just one time.
To create a redemption code, perform the following steps:
1.From the dashboard, hover over the left side bar menu and click Users and then click Redemption Code.
2.The Redemption Code page appears. Click Add Redemption Code.
3.The Create Redemption Code page appears. You have two options to generate the redemption codes - Upload Codes I've Created and Automatically Generate Codes.
You can upload the redemption codes that you already created by clicking Upload Codes I've Created. You need to download the CSV template and then add your codes in it and upload it.
You must limit your codes to 20 characters and use only "a-z", "0-9" and "-".
You can also generate the redemption codes automatically. Click Automatically Generate Codes.
The Create Redemption Code page appears. You need to enter the following details as mentioned in the below table:
4.Click Save after providing all the details as explained in the above table.
The new redemption code is created.
For more information on how to create a redemption code, click TI Knowledge Center.
You have to send the registration code and redemption code to the Panorama Manager who will then share these codes with their learners. Learners have to redeem these codes to get associated with the Panorama account.
You should also share the URL with the learner to redeem their code. The URL is:
You have to manually share these codes in an email to the Panorama Manager.
Invite Learners or Bulk import is not supported and it is not available to use for this release.
If a learner faces any issues or difficulties in redeeming their redemption code or registration code, you can assist the learner by associating them to the concerned Panorama account.
This task should be carried out by you only when the learner has issue and there is a request to associate the learner to the Panorama account.
To associate a learner to the Panorama account, perform the following steps:
1.From the dashboard, hover over the left side bar menu and click Users.
2.The Learners page appears with the list of learners. Go to the required learner and click Manage.
3.The User details page appears. Hover over the left side bar menu and click Access.
4.The Access page appears. Navigate to the bottom of the page. From Panorama and Sublicense, search for the Panorama account that you want to associate the learner with. Select the license and click Save. The learner will be associated and added in the Panorama account.
Field
Action
Name
Enter the name of the sublicense.
SKU
Enter the SFDC Purchase ID.
Content
Select the required content that you want the learners belonging
to this sublicense to access.
Content Tags
Enter the name of the content tag.
Parent
Set the parent as None.
Seat Limit
Enter the seat limit for the sublicense.
Expire Access
Select Expire access after a certain # of days.
Access Days
You need to set it for one year. Generally it is 365 days.
Field
Action
Label
Enter the name for the redemption code. The general format that is suggested is <Panorama Name>-<Sublicense Name>-<Purchase ID>
Length of Code
Enter the length of the code. Minimum is 4 characters and maximum is 20 characters
Number of Codes
Enter the number of codes that you want to generate
Panorama & Sublicense
Search for the required panorama that you want to assign
Sublicense
Once you associate a panorama account, you can select the sublicense or the main license.
Redemption Expiration Date
Select the expiration date for the redemption code. You can leave it blank if you do not want the expiration date
Days of Access
Enter the usage allowance in days. You can also leave this field blank.
Ecommerce tab provides with the option to provide pricing details of the certification. You can set the price for the certificate, create a fulfillment center and provide coupons to the learners.
In Pricing settings, you can update settings related to the following:
You can set the price of the certification in the Price field.
You can also set the additional price for instructor messaging in the Instructor Messaging Addl. Price field.
You can create a fulfillment center by clicking Create a Fulfillment Center to enable taxation button.
Click Save to update the changes.
In Alternative Pricing settings, you can update settings related to the following:
You can select the Suggested Retail Price or Learner Reference-Based Price from the Alternative Pricing Type drop-down list.
Click Save to update the changes.
For detailed settings on how to create coupons, see Creating Coupon.
In Advanced Settings, you can update settings related to the following:
If you are purchasing the certification using credit card, enter the credit number in the Credit Requirement field.
You can set a limit on days of access after the course purchase by toggling Yes/No button.
You can provide the required content for email capture text in the Email Capture Paywall Text field.
You can provide the required content for paywall text in the Paywall Text field.
You can set the required purchase terms in the Purchase Terms field.
You can also provide the required confirmation in the Confirmation field.
You can provide the external purchase link in the External Purchase Link field.
Click Save to update the changes.
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Completion and Certifications tab provides you with the option to provide course completion criteria and how to grant certifications after completion of the course.
In Completion criteria settings, you can update settings related to the following:
You can define the criteria for the completion of the certificate by selecting from the Criteria Type drop-down list.
You can also force learners to view each lesson before progressing to the next by toggling the Yes/No button.
You can also make the learner to enter a password at the end of every section by toggling the Yes/No button
You can also grant a certification after the completion of the course by clicking the New Certificate button.
Click Save to update the changes.
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You with the admin rights can modify the user details such as first name, last name, email, password, learner reference and address details.
To edit and update the user, perform the following steps:
1.From the dashboard, hover over the left side bar menu and click Users and then click Learners.
2.The Learners page appears with the list of learners. Go to the required learner and click Manage.
3.The Editing page appears. Under Details tab, you can edit user details such as first name, last name, email, password, learner reference and address details. Click Save to save the changes.
For more information on how to edit users, click TI Knowledge Center.
Registration codes allow you to create one code that can be redeemed multiple times by multiple people. Once created, a single code is distributed to multiple learners, to be redeemed over and over again (or up to a set limit). Registration codes can also be used to assign learners to a specific Panorama.
To create a registration code, perform the following steps:
1.From the dashboard, hover over the left side bar menu and click Users and then click Registration Codes.
2.The Registration Code page appears. Click Add Registration Code.
3.The Registration Code details page appears. You need to enter the following details as mentioned in the below table:
4.Click Save after providing all the details as explained in the above table.
The new registration code is created.
For more information on how to create a registration code, click TI Knowledge Center.
Field
Action
Registration Label
Enter the name for the registration code
Registration Code
The registration code is pre-populated. You can modify if you want and provide your own unique registration code
Max Redemptions
Enter the maximum number of redemptions for your registration code. You can also leave it blank if unlimited.
Panorama & Sublicense
Search for the required panorama that you want to assign
Sublicense
Once you associate a panorama account, you can select a sublicense or the main license.
Registration Code Expiration Date
You need to set the expiration date for one year.
You with the admin rights can disable the required user from the Panorama account.
To disable a user, perform the following steps:
1.From the dashboard, hover over the left side bar menu and click Users and then click Learners.
2.The Learners page appears with the list of learners. Go to the required learner and click Manage.
3.The Editing page appears. Under Details tab, scroll to the bottom of the page. Click the Disable This User button. The user gets disabled.
Certifications are created and added in LMS portal of Thought Industries.
Follow the given below instructions on how to create certifications:
1. Login to Thought Industries LMS using Administrator credentials.
2. Click the Manager Access link available at the upper right corner.
3. On the Manager Access dashboard, hover over the left side bar menu and click Content.
4. The All Content page appears. Click Add Content.
5. The Add Content page appears. This page lists all the available content such as Course, Blog, Video, Event, Article and others. Click Add Certification.
6. Enter the title of the certification in Enter a title for your certification field and click Save.
7. The Add Section page appears. Enter the name of the section in Section Name and select the release date from Release Date calendar. Click Add to add the section.
8. Click Add Lesson. The Add Lesson page appears. Enter the name of the lesson in Lesson Name and select the required options to select the lesson from the Open To drop-down list. Click Add.
9. Click Add Page. The Create a Page appears with the type of pages available. Click HTML Embed.
10. The HTML Embed page appears. Provide the page title in Page Title. Enter the below iframe code under Scripts and click Save.
11. Click Publish and then click Release to save the changes and release the certification.
Click Preview Certification to preview the certificate.
Once the certification is created and published, the next step is to configure this certification with its pricing, discounts and coupons. For more information on this, please see Ecommerce.
Some additional settings for catalog, design and display, access, eCommerce, completion and certification, downloadable files, testimonials and mange are carried out under Settings tab. For more information on Settings tab, please see Settings Tab.
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Catalog sub-menu provides settings options related to General, SEO, Tabs and Advanced.
In General Catalog settings, you can update settings related to the following:
1. In the Detail Page Layout, click Design Layout to update content design layout.
Click Revert to Default to revert back to default design layout.
2. The detailed design layout page appears. You can modify the designs layout for:
Layouts
Theme
Pages
a. The Layout page provides an option to add and update various widgets.
b. The Theme page provides an option to update information related to branding, navigation links, header, footer, and custom code.
The Branding page provides an option to update logo, fonts and color.
The Navigation Links page provides an option to Add navigation links.
The Header page provides options to update header links and sub links.
The Footer page provides options to update footer links.
The Custom page provides an option to update the custom CSS of the Content page.
C. The Pages sub-menu provides option to add or clone pages in the Content.
3. You can update the title of the content under Title field, provide a description under Description field and add tags from the Tags drop-down.
4. In the Custom Fields, you can update the exam duration in the Exam Duration and provide the required passing score percentage in the Passing Score Percent.
Passing Score Percent is mandatory and must be updated to make the certificate valid.
5. You can add custom fields by selecting from the Select A Custom Field To Add drop-down. Click Next and select the value and click Save.
5. To upload an image, drag and drop a, image under Image. To upload detail image, drag and drop an image under Detail Image. You can select the ribbon from the Ribbon drop-down list. You can also upload a preview video under Preview Video.
Search Engine Optimization (SEO) assists in increasing the quality of the content added in the website. You can improve the quality of the content added for the certifications.
To add SEO related content, follow the given below instructions:
Add the Meta title words in the Meta Title field.
Provide the meta description in the Meta Description.
To add Tabs to the certifications, follow the given below instructions:
1 Click the Add New Tab button.
2 Select the required tab type from the Tab Type drop-down list and click Save.
The Advanced Catalog settings provide you with the option to update settings related to source, authors, publish date and external detail link.
To perform settings related to Advanced Catalog settings, perform the following steps:
Select the required catalog source from the Source drop-down list.
Provide the name of the author in Author field.
Select the required publish date from the Publish Date calendar.
Enter the URL of the external course catalog in External Detail Link field.
You can also update the current URL of the certification. Click Update URL and provide the required URL.
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You can manage and update various parameters related to Certification from Settings tab. Settings tab contains the following sub menus:
Downloadable Files
Ecommerce
Catalog
Access
Design and Display
Completion and Certifications
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Downloadable tab provides you with the option to upload the course related resources to the certification.
To add course related resources, perform the following steps:
Select the required value from the Course section drop-down list.
Click Choose File to upload the required files related to the certification.
ILT (Instructor-led Training) is supported in the Thought Industries platform. This content type is perfect for when you want to incorporate in-person events with your e-Learning offerings. You can add sessions, instructors, and locations for each event, as well as manage attendance.
To create a ILT course, perform the following steps:
1.From the dashboard, hover over the left side bar menu and click Content.
2.The All Content page appears. Click Add Content.
3.The Add Content page appears. The list of different content appears, click Instructor-Led.
4.The Add Content page appears. Enter the following details as explained in the below table and click Save to create a ILT course.
You can click the + Add a Meeting Date & Time button if you want to create different sessions for the ILT course.
5.Click Release to save the changes and release the ILT course.
Click Preview Instructor-Led to preview the ILT course.
6. A review dialog box appears. You can review the ILT related details. You can also update any changes if required. After reviewing the details, click Save and Release.
Once the certification is created and published, the next step is to configure this certification with its pricing, discounts and coupons. For more information on this, please see .
Some additional settings for catalog, design and display, access, eCommerce, completion and certification, downloadable files, testimonials and mange are carried out under Settings tab. For more information on Settings tab, please see .
Field | Action |
Title | Specify the title for the ILT course. |
Enable pre/post learning? | Make sure to toggle this button to NO. |
Meeting Title | Provide the title for the meeting session. |
Meeting Date & Time | Select the start date and end date |
Location | Select the required meeting location from the list. You can also add a new location by clicking the Add a Location button. |
Instructor | Enter the instructor for the course. |
Attendee Info | Provide any instructions to the course attendees. |
You can create e-learning course and add them in the Panorama account.
To create e-learning course, perform the following steps:
1.From the dashboard, hover over the left side bar menu and click Content.
2.The All Content page appears. Click Add Content.
3.The Add Content page appears. The list of different content appears, click Add e-learning.
4. Enter the title in Enter a title for your e-learning and click Save.
7. The Add Section page appears. Enter the name of the section in Section Name and select the release date from Release Date calendar if needed. Click Add to add the section.
8. Click Add Lesson. The Add Lesson page appears. Enter the name of the lesson in Lesson Name and select the required options to select the lesson open to from the Open To drop-down list. Click Add.
9. Click Add Page. The Create a Page appears with the type of pages available.
10. Enter the details for the selected page type and click Save.
11. Click Publish and then click Release to save the changes and release the e-learning.
Click Preview e-learning to preview the certificate.
You need to make the mandatory settings for the e-learning content. Without these settings, the e-learning course would not work as intended.
Once the e-learning content is added, perform the following settings:
1.From the Content list and go to the e-learning that you had created and click Actions and then click Edit.
2.Hove over left bar menu and click Settings and then click Design & Display. The Manage e-learning page appears. Enter the SKU details and click Save.
3.Hover over the left bar menu and click Catalog. From the Custom Fields drop-down list, select Course Code and click Next Step.
4.In the Type to Search box, enter the same SKU name that you have added in the previous step. You should provide the same name that you have given for the SKU and click Save.
You can add and assign different content in Panorama account. You have various type of contents such as e-learning, Instructor Led Training (ILT), Certification and many more other contents that can be added and associated with the Panorama account.
To associate a content with Panorama account, perform the following instructions:
1.From the dashboard, hover over the left side bar menu and click Panorama.
2.The Panorama page appears with list of Panorama account. Go to the required Panorama account, click Actions and then click Edit.
3.The selected Panorama Client appears. Click Content from the left bar menu.
4.The Content page appears. Click Manage Content.
5.The Access page appears. In the Access Settings, point the mouse cursor in the Content. The content list appears, select the required content and click Save. The content will be added in the Panorama account.
Production-ready and Work in progress (WIP) courses are located in the same place, and also visible in the Panorama Content field. You should not add WIP courses to a Panorama. You have to always double-check with Instructional Design team on such courses.
You can also assign the content by using Content Tags. There is a tag called live tag. The live tag is added to all courses that are production-ready. You can assign this tag to the Panorama account.
You can offer multiple courses under a single price tag, you can create a course collection for your learners. Course collections (otherwise referred to as bundles) are a great way to package content and/or products to be sold together for one package price.
To create a collection, perform the following steps:
1.From the dashboard, hover over the left side bar menu and click Ecommerce and then click Ecommerce Items. The eCommerce page appears. Click Add Ecommerce Item.
2.Click Add Collection.
3.The Collection details page appears. You need to enter the following details as mentioned in the below table:
4.Click Save after providing all the details as explained in the above table.
The new collection is created.
For more information on how to create a Collection, click TI Knowledge Center.
Field
Action
Collection Name
Enter the name of the collection
Short Description
Enter the short description for the collection
Long Description
Enter the long description for the collection
Price
Enter the price for the collection
Suggested Retail Price
Enter the suggested retail price for the collection
Enable Bulk Purchasing
Toggle Yes/No button to enable bulk purchasing. You can set price for different tiers
Instructor Messaging Included
Toggle Yes/No button to enable instructor messaging
SKU
Enter the SKU. SKU should be sum of SKU's of Contents. For example, If content #1 is LFS258 and content #2 is CKA then SKU of the Collection should be LFS258+CKA
Tags
You can search for the tag and select the required tag for the selection
Custom Field
Select the required custom field
Meta Title
Enter the meta title for the collection
Meta Description
Enter the meta description for the collection
Confirmation
Enter the confirmation text that can be displayed after the purchase of the collection
Image
You can upload the image that needs to be displayed as the collection image
Ribbon
You can select the required ribbon
Content
Select the required contents that needs to be added in the collection
Select Products
Physically Shipped
Toggle Yes/No button to enable physical shipment
Available for Purchase
Toggle Yes/No button to enable whether contents are available for purchase
Show in Content Catalog
Toggle Yes/No button to enable content catalog
Collection Type
Select Collection from the list. This is a mandatory field that needs to be selected. If this field is not selected, then the collection will not be a valid collection
Design and Display settings allows you to update the settings related to general settings, sidebar and tools settings.
In general catalog settings, you can update settings related to the following:
You can update the name of the certificate title in the Title and provide SKU details under SKU. Click Save available at the bottom of the page.
The SKU field is mandatory and must be updated to make the certificate valid.
Sidebar and tools settings tab provides you with the option to update settings related to sidebar tools and to enable or disable various parameters such as discussion enabled, galleries enabled, quiz builder enabled, instructor manager enabled and many other parameters. The complete list of parameters are shown in the below image.
You have Appearance settings tool bar to update settings related to logo upload, image upload and video upload. For more information on them, please refer General Catalog Settings.
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Access settings allows you to update settings related to Enrollment settings and Advanced settings.
In Enrollment settings, you can update settings related to the following:
You can set the free access with registration enrollment by toggling On/Off button.
You can update enrollment start date and end date from the Enrollment Dates calendar.
You can update the access start date and end date from the Access Dates calendar.
In Advanced settings, you can update settings related to the following:
You can limit the number of enrollments by sliding Yes or No button.
You can also update settings related to rescheduling by sliding Yes or No.
You can also set the maximum number of enrollments.
You can also add prerequisite content to the enrollment.
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No, Panorama Managers doesn’t have permissions to invite Learners. Only Global Admins have the permissions to invite learners. But, at the moment even Global Admins cannot invite learners as TI is not supporting SSO. The team is working on this to resolve. At this point, you can only enroll learners using redemption or registration codes.
No, email address is provided by Auth0/SSO and can be only changed there. However, changing email is currently not supported by SSO and can possibly come in the future. Currently there is no option to change email address once LF ID is created.
No, it will not have any affect.
Not sure, we will update this at the earliest.
No, only the global Admins from LF can promote a learner to a manager.
You can generate reports related to seats, as well as a breakdown of learners and their progression within a course. See how much time learners are spending in the content, certifications awarded, and a recap of learner status.
Panorama accounts has four inbuilt reports available for you to use. The reports are:
Onboarding Responses
Client Engagement
Content Usage
Learner Usage
To create a redemption code, perform the following steps:
1.From the dashboard, hover over the left side bar menu and click Panorama.
2.The Panorama page appears with the list of Panorama accounts. Go to the required Panorama that you want to generate reports and click Actions and then click Edit.
3.The Welcome Page of the Panorama account appears. Hover over the left side bar menu and click Reporting.
4.The list of available default reports are listed in the left side bar menu. Click the required report that you want to generate.
To generate Onboarding Response report, perform the following steps:
1.Click Onboarding Responses. The Onboarding Survey Responses report page appears.
(There is a bug for this report in staging environment, will explain about this once it is resolved)
To generate Client Engagement report, perform the following steps:
1.Click Client Engagement. The Client Utilization page appears. In the same report, you will get information on the following topics:
Learner Content Status and Visits Per Day
Most Active Content, Top Learners and Least Active Content
Learner Usage Overview
Learner Usage Details
Leaner Content Status and Visits Per Day Report
Most Active Content, Top Learners and Least Active Content
Learner Usage Overview
Learner Usage Details
To generate Content Usage report, perform the following steps:
1.Click Content Usage. The Client Utilization page appears.
2. Select the required license from the Filter by Sublicense.
3. From the Filter by date range, select the start date and end date.
In the same report, you will get information on the following topics:
Contents View by Date
Overview
Content Usage Totals by Month
Contents Usage Details
Contents View by Date
Overview
Content Usage Totals by Month
Contents Usage Details
To generate Learner Usage report, perform the following steps:
1.Click Learner Usage. The Panorama Learner Usage page appears.
2. Select the required license from the Filter by Sublicense.
3. From the Filter by date range, select the start date and end date.
In the same report, you will get information on the following topics:
Learners Visits by Date
Learners Usage Totals by Month
Learner Usage - Visits
Learner Usage Details
Learner Usage - Overview
Learner Usage - Content Details
Learner Visits by Date
Learners Usage Totals by Month
Learner Usage - Visits
Learner Usage - Overview
Learner Usage - Content Details
You can download all the above reports in PDF or CSV format. To download the complete report, click . You can download the report as PDF or CSV.
You can also download the individual report. Go to the required report and click and then click Download and you can download the individual report in TXT, CSV, JSON, HTML and Markdown.
There are different roles available in Panorama that can be assigned to the users or learners. Following are the different roles that are available in Panorama account:
Admin
Client Admin
Client Manager
Course Author
Customer Service
Instructor
For this release, you can only assign Client Manager role to the learner or user.
To assign a role to the user, perform the following steps:
1.From the dashboard, hover over the left side bar menu and click Users and then click Learners.
2.The Learners page appears with the list of learners. Go to the required learner and click Manage.
Make sure to check if the user is already associated with the Panorama account. Click Access, the Access detail page appears. In the Panorama and Sublicense, you can see if the user is associated with the correct Panorama account. If the user is not associated, make sure to associate that user to the Panorama account.
3.Click Role, the User Role page appears. From the New Role drop-down list, select Client Manager and then click Save.
The Client Manager role will be assigned to the user.
For more information on Customer Support for TI, please contact the details provided below.
617-855-7179 (not live line, leave a message) hours 8AM - 6PM EST Monday to Friday.
For weekend support, hit the support line - email support@thoughtindustries.com.