Coursy User Manual

• Introduction
  • Setup Checklist
  • Menu structure
  • Dashboard
• Managing Company Settings
  • Roles and Privileges
  • Managing Sites
  • Managing Users
  • Activating User Accounts
  • Managing Trainers and Training Companies
  • Audit log
  • Managing e-mail notifications
• Managing Employees
  • Managing Employee Groups
  • Adding Employees
  • Managing Employee Accounts
  • Activating Employee Portal User Accounts
  • Tasklists
  • Licence points
  • Managing user skills
• Managing Surveys
  • Creating a new survey group
  • Survey group detail view
  • Appearance of the survey form
  • Survey group’s introduction text
  • Feedback trainings
• Managing Study Materials
  • Adding Study Materials
  • Adding Quizzes
  • Creating the Content
  • Copying Study Materials
  • Translating Study Materials
  • Viewing Quiz Statistics
• Managing Forms
  • Creating Form Categories
  • Creating Question categories
  • Creating Metafields and Metafield Groups
  • Creating Question Pools
  • Questions
  • Forms
• Managing Courses
  • Adding Training Fields
  • Managing Rooms
  • Creating Courses
  • Editing Courses
  • External Course Participations
  • Reports
• Planning Courses
  • Managing Training Needs
  • Training Calendar
  • Creating Occurrences
  • Confirming the Participation Protocol
  • Automated planning groups
• Employee Portal
  • Landing page
  • Course overview
  • Classroom trainings
  • Online trainings
  • Tests
  • Webinars
• Notifications
  • Notifications Management Solution
• Skills
  • Creating a new profiency scale
  • Adding and modifying a skill
  • Users with obtained skill