New Reporting UI 

The Look and feel of our reporting interfaces are being updated. The following interfaces have been updated to align with our modern design; New Report, Past Report, and Schedule Report. No major functionality is changing, so you should be familiar with these. 

Along with an updated user interface, we've built a new charting tool to be displayed on our reports. The charting tool allows you to change your graph, download the chart and pivot your fields.

New Report Charting Tool

Our new charting tool allows you to choose how to visualise your data! Pivot by different fields for your graph, select your data points and download your graphs.

Graph Types:

• Line Chart
• Bar Chart
• Area Chart
• Donut Chart
• Stacked Bar Chart

Different reports will have certain graphs available depending on what makes sense for each report.

What are Pivot Fields?

Pivot Fields are the fields you can use to change how to measure your data. With the Content Completion report, for example, you can Pivot your data by:

• Specific Content
• Content Type
• Content Category
• Content Status

Additionally, if you run your report with Custom User Fields, you can pivot by those. This is particularly handy when you want to view completions or compliance by a business area!

Here in this example, We are running a Content Completion report and pivoting by our user field, Department. We can now see how many content completions are within each department. 

Data Points

Your data points are what you are choosing to be plotted onto your graph. They are a breakdown of the pivot field you selected. This could be your content (specific courses or live learnings) or your Custom User Fields like department (HR, Sales, Marketing etc.). 

Up to 5 points at a time can be plotted on the chart.

Do All Reports Have the New Charting Tool?

We looked at our most popular reports and updated those with our new charting tool.

The following reports have the new charting tool at launch:

• Content Completion Report
• Compliance Report
• User Report

We are scheduling all reports to be updated with the new charting tool over the next year (2023)

                                          Happy Reporting!

The Catalogue has been rebuilt from the ground up!

What's new?

• Brand new content tiles:
  • Hovering over content causes the tile to expand and display further information
  • Next session information is visible for Live Learnings
  • View Course and Live Learning pricing (if payments are applied)
  • Bookmarking content

• Ability to preview Courses and Live Learnings
  • Users can view the details of a Course or Live Learning without having to navigate away from the Catalogue

• New search and filtering options
  • Filter by Status (Not Yet Started, Started and Completed)
  • Filter content by duration
  • Ability to apply multiple filters

• New Video, Resource and Third-party content windows

You can watch a walkthrough of the Catalogue below:

Below you can find a glossary of all commonly used terms within the system and the community. If you have a recommendation for a term to be added, please submit a request.

This article will take Admin's through the steps for assigning a completion badge to a course. The badge is awarded to users when they complete the course.

1. Navigate to the course you want to create the Checklist activity in by clicking on the 'Catalogue' menu.

2. Select the course by clicking 'View Course'. 

3. Click the icon and select 'Completion Badge'. 

4. Select and crop your image.

5. Click . 

You have now successfully applied a Course Completion Badge! Any badges that a user obtains can be viewed in their 'Training History'.

This article will guide Admin's through the process of update course completions.

Note: Once a user has been marked complete for an activity or course, this cannot be removed by Administrators.

1. Navigate to the course you intend to update the course completions for.

2. Click the icon and select 'Course Completions'. You will see a list of the user(s) who are currently enrolled in the course.

3. Identify the user you wish to update the completion for.

4. To mark the user complete for a specific activity, tick the box under the corresponding activity. You will be prompted to input a date and time, as well as a comment. Remember to click 'Save'.

5. To mark the user complete for the whole course, tick the box under the 'Time Completed ' column. You will be prompted to input a date and time, as well as a comment. Remember to click 'Save'.

You have now successfully updated the completions for the course!

This article will demonstrate the steps necessary to delete a Live Learning.

Please follow the steps below.

1. From your Tenancy Homepage, click on 'Catalogue' located in the top right corner.

2. In the search bar, Look up the name of Live Learning you are trying to delete and click 'Discover'.

3. Click on Live Learning > 'Go to Live Learning'.

4. Once in the Live Learning page Click on the Cog, then click 'Delete Live Learning'.

Once you have deleted a Live Learning, it will be permanently deleted. All sessions and events within the live learning will be deleted along with it. Keep a backup if needed.

You are now equipped with the steps necessary to delete a Live Learning!

I hope this helps!

This guide will take Admin's through the steps for creating a Live Learning shell. To create a Live Learning, this feature must first be enabled for your LMS site. Reach out to the Pursuit Technology Support Team if you require this feature to be turned on.

1. Access the Administrator menu by clicking 'Admin' at the top righthand corner of the page.

2. Go to the 'Live Learning Management' dropdown.

3.  Go to the Create Live Learning page by selecting 'Create Live Learning'.

4. You are now on the Create Live Learning page. Update the following:

• Live Learning Name - Enter the name of your Live Learning.
• Access - If you are an Acorn Admin, you will have the option to define the type of access for the Live Learning. You will not have this option if you are a Tenancy Admin.
  • 'Tenancy Live Learning' means that the Live Learning will only be available to a specific tenancy on the Acorn Site.
  • 'Open' means that the Live Learning will be available to all tenancies on the Acorn Site. 
• Category - Live Learnings can be assigned to Categories which can allow for users to find the content using the filters provided in the Catalogue.
• Tag - Live Learnings can also have Tags. This is another filtering option for users when they are accessing content in the Catalogue.
• Cost - If payment is required to access the Live Learning, you can identify the cost to the users with this field. This is not a payment barrier. You will need to apply a Payment Method to the Live Learning in order to accept payments.
• Duration - Adding a Duration will indicate to users how long it will take to complete the Live Learning. This can be set in hours, minutes and seconds if required. 
• Live Learning Description - The editing tool allows you to provide a textual or visual description of the Live Learning. This can be plain text, or HTML and include links, images, media files etc. 
• Enable Completion Certificate - Enabling this toggle will allow for users to obtain a Completion Certificate once they have completed the Live Learning. This certificate can be downloaded by the user from the Live Learning or Training History page. Custom Completion Certificates can be uploaded to Acorn. Visit the Custom Certificate page for more information.
• Hidden - Enabling the Hidden toggle will hide the Live Learning within the Catalogue. A hidden Live Learning is only accessible to users who have been registered for a Session by an Administrator, or have accessed it via a Program.
• Bypass Hidden Link - Using this secret link, users can access this live learning even if it's hidden. Re-generating the link will invalidate the old one.
• Prerequisites - Adding a Prerequisite will allow you to select a range of content such as Courses, Live Learnings, Videos, Resources or Programs a user must complete before allowing them to access this Live Learning.
• Live Learning Image - Drag and drop, or browse your files to upload an image. Use the slider to select the portion of the image you wish to display. The image will be cropped to an aspect ratio of 16:9.

5. Once you have completed the Live Learning details, click the 'Create Live Learning' button. 

You have now successfully created a Live Learning and will immediately be taken to the View Live Learning page. You will now need to create an Event and populate it with Sessions.

This article will take Admin's through the steps for updating a Live Learning. To create or update a Live Learning, this feature must first be enabled for your LMS site. Reach out to the Pursuit Technology Support Team if you require this feature to be turned on. To discover how to Create a Live Learning please read this article.

1. Navigate to the 'Catalogue' and select the 'View Live Learning' button of the Live Learning that requires to be updated. 

2. Click the icon and select 'Update Live Learning' from the menu.

In the Update Live Learning page, complete the following: 

• Live Learning Name - Enter the name of your Live Learning.
• Access - If you are an Acorn Administrator, you will have the option to define the type of access for the Live Learning. You will not have this option if you are a Tenancy Administrator.
  • 'Tenancy Live Learning' means that the Live Learning will only be available to a specific tenancy on the Acorn Site.
  • 'Open' means that the Live Learning will be available to all tenancies on the Acorn Site. 
• Category - Live Learnings can be assigned to Categories which can allow for users to find the content using the filters provided in the Catalogue.
• Tag - Live Learnings can also have Tags. This is another filtering option for users when they are accessing content in the Catalogue.
• Cost - If payment is required to access the Live Learning, you can identify the cost to the users with this field. This is not a payment barrier. You will need to apply a Payment Method to the Live Learning in order to accept payments.
• Duration - Adding a Duration will indicate to users how long it will take to complete the Live Learning. This can be set in hours, minutes and seconds if required. 
• Live Learning Description - The editing tool allows you to provide a textual or visual description of the Live Learning. This can be plain text, or HTML and include links, images, media files etc. 
• Enable Completion Certificate - Enabling this toggle will allow for users to obtain a Completion Certificate once they have completed the Live Learning. This certificate can be downloaded by the user from the Live Learning or Training History page. Custom Completion Certificates can be uploaded to Acorn. Visit the Custom Certificate page for more information.
• Hidden - Enabling the Hidden toggle will hide the Live Learning within the Catalogue. A hidden Live Learning is only accessible to users who have been registered for a Session by an Administrator, or have accessed it via a Program.
• Bypass Hidden Link - Using this secret link, users can access this live learning even if it's hidden. Re-generating the link will invalidate the old one.
• Prerequisites - Adding a Prerequisite will allow you to select a range of content such as Courses, Live Learnings, Videos, Resources or Programs a user must complete before allowing them to access this Live Learning.
• Live Learning Image - Drag and drop, or browse your files to upload an image. Use the slider to select the portion of the image you wish to display. The image will be cropped to an aspect ratio of 16:9.

Once you have updated the Live Learning details, click the button. 

You have now successfully updated a Live Learning and will immediately be taken to the View Live Learning page.

This article will guide Admin's through the process of updating Live Learning completions. To create or update a Live Learning, this feature must first be enabled for your LMS site. Reach out to the Pursuit Technology Support Team if you require this feature to be turned on. To discover how to create a Live Learning please read this article.

1. Navigate to the 'Catalogue' and select the 'View Live Learning' button of the Live Learning that requires to be updated. 

2. Click the icon and select 'Live Learning Completions' from the menu.

3. Search for the user you want to update the completions for. Select the box under the 'Live Learning Completion' column. You will be prompted to enter a date and time, as well as a comment. 

You have now successfully updated the Live Learning completion!

Venues are where Face to Face Live Learning sessions take place. Each venue has a capacity that carries over to the Live Learning session. Venues cannot be double booked.

Venues created when setting up a session will be shown on the 'Live Learning Venues' page. Admins can also create a new venue on this page which can be selected when setting up a session.

View, create or update a Live Learning venue:

1. Navigate to the 'Live Learning Venues' page by clicking Admin > Live Learning Management > Live Learning Venues.

2. View all existing venues on this page. Open a venue to view the past and future sessions held at the venue.

3. Create a venue by clicking "+ CREATE VENUE", filling out the venue address and capacity, then confirm by clicking "CREATE VENUE".

You can choose from International venues for Country/State outside of Australia like New Zealand, Canada and the United States.
A global timezone selector is present. This timezone selector aids Administrators and Facilitators when creating a session. You can ensure the session start and end times are local to the venue.

Tip: Venues can be shared across tenancies by turning on the "Open Venue" toggle. This option is only available to Acorn Admins.

4. Update an existing venue by opening the venue and clicking the icon.

5. Delete a venue by opening the venue and clicking the  icon.

You have now successfully viewed, created and update a Live Learning venue!

This article will enable you to configure a Checklist activity.

1. Add a new activity within a Course or Live Learning. Or update an exiting activity within a Course or Live Learning.

2. Select 'Checklist' from the Activity Type dropdown menu. 

3. Enter the Checklist name and provide a description if required.

4. List the items required in the checklist.

5. Complete other details and settings if required. 

6. Click 'Create Activity' at the bottom of the page. The new check list activity will now appear in the Course or Live Learning view page. 

You have successfully configured a Checklist activity!

This article will enable you to configure a Page activity.

1. Add a new activity within a Course or Live Learning. Or update an exiting activity within a Course or Live Learning.

2. Select 'Page' from the Activity Type dropdown menu.

3. Enter the Page name and provide a description if required.

4. Enter your page content. The page activity allows for the use of a text editor to create headings, paragraphs, embedded links, videos, images and other web content. 

5. Complete other details and settings if required. 

6. Click 'Create Activity' at the bottom of the page. The new check list activity will now appear in the course view page. 

You have successfully configured a Page activity!

The new Capability Library, Dashboard and Development Plan are live! Please contact support to turn the feature on.

Watch the video below for a walkthrough of the feature:

More content to come!

Discounts is a new feature we have added into our LMS that enables Admin to discount the prices of select Courses! This feature is super handy to use on Cohorts or different levels of staff.

If you are interested in Discounts, please follow the guide bellow to set them up.

1. From your Tenancy Homepage, click on the following items. Admin > Payments > Discounts.

2. On the Discounts page, you will have two categories: Tenancy Discounts and Shared Discounts.

If you would like to know more on Tenancy Discounts vs. Shared Discounts, please click here.

3. Once you've selected which Discount you would like to use, click 'Create Discount'.

4. Once in the pop-up menu, give your discount a Name and Code. You can acquire a code by clicking' Generate Discount Code'.

5. You will have the option to 'Auto Apply To Eligible Users'. 

• Unticked - When the checkbox is left unticked, the users who have access to this discount will have to specifically use the code generated to apply the discount.
• Ticked - When the checkbox is ticked, the users who have access to the discount will not need the code. The discount will be automatically applied to the price.

6. Set the discount type, amount, and when you want the discount to take effect. If you're unsure on Discount Types, please click this link.

7. You also have the option to restrict to Cohorts and select which courses you want the discount to apply to.

8. Click on 'Create Discount'.

You have now successfully created a Discount!

When creating a discount, you'll notice that there are two distinct types.

This article will further elaborate on each type so you can select the appropriate discount!

Tenancy Discounts

Tenancy Discounts are exactly as the name implies, they are discounts allocated specifically to your tenancy. This means that other tenancies on the platform can not use the same discount from your tenancy.

This feature is handy when you only want your employees to have access to these benefits.

Shared Discounts

Shared Discounts are almost the opposite of Tenancy Discounts. They apply to multiple tenancies on the Acorn LMS. However, these are only the tenancies that the user/ admin selects and wishes to share the discount with.

When creating a discount, you will have the option to choose from 'Set Amount' and 'Percentage Based'. This Article will explain what each do and how to use them.

Set Amount

Set Amount means that the value you put in will be subtracted from the full price of the course. For example, if you are trying to discount $5 from a $20 course, you would enter '5' in the 'Discount Amount' section. This method is a lot more straight forward and easy to use!

Percentage Based

Percentage based is exactly as the name implies. This type of discount takes the value you input and subtracts that as a percentage from the full price.

For example, if your course is $30, and you would like it to be $15 (half price), you would simply type '50' in the 'Discount Amount' section.

Now you know what the discount types are. So get out there and start creating discounts!