How to Share Courses Between Organizations

Posted by Rich Miron on Jun 11, 2015 under Support

Many of our organizations share custom courses and training materials with other departments. If you would like to share your courses with a specific other department or departments, please contact us for getting this initially set up for you.

Some Key Points about Sharing Courses

  • Individual courses and catalogs of courses can be shared
  • Shared courses do not show up in the Course Builder of the non-creator organization
  • Shared courses can be assigned and reported on in the Training Manager’s Reports area
  • If sharing access is removed from a course in the creating organization
    • That course can no longer be added to a new assignment
    • The course can still be accessed through existing assignment if a user has not completed the assignment
    • To report on completion of a pulled course, run an Assignment completion report
  • If a course has classroom sessions/attendance components, the course cannot be shared
  • Other organization must be a CentreLearn customer


Go to Training Manager and access Course Builder on the left menu.

Click Edit next to the course you wish to share.

Add the organization you want to share the course with under Share with Organizations.


Click Save Course or Save and Exit.



Go to Training Manager and access Catalogs from the left menu.

Click Edit next to your custom catalog. If you do not currently have any custom catalogs, click the +New Catalog button.

Add the organization you wish to share the catalog with under “Add Organizations to share this Catalog with”. While not required, this is also a great chance to double-check your listed courses to ensure that none need to be added or moved.


Once done, click Save Changes.

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Adding and Tracking Credentials in Your Organization

Posted by Rich Miron on Jun 11, 2015 under Support

Credentials are used to track licenses, certifications, IDs or other information about the personnel in an organization’s CentreLearn Training System. Credentials capture the additional and organization specific information that is not captured in the user profile.

Under Training Manager, access Credentials from the left menu

Click on the +New Credential button in the upper right


Give the New Credential a title or name. Remember, you cannot create custom credentials with the same names as the Built-In Credentials from CentreLearn.

Select the check boxes or data fields that apply to this credential. Once done, click Save Changes.


Issued by State – check only if your state (or comparable body such as a Provincial, National, or Regional regulatory authority) issues the credential.

Has expiration date – this box is checked by default as most credentials have an expiration date or recommended renewal date.

Has a number – this box is checked by default as most credentials, such as a driver’s license, have a certification or credential number that is unique to the person.

Display on certificate – only check this box if the credential has a Number and a Level. When this box is checked, the credential will appear on all course certificates earned by the personnel in your organization with this credential. For example, the NREMT credential has available levels (such as NREMT-P, NREMT-EMT) and each person with an NREMT credential has a credential number. NREMT certification information appears on user certificates. Alternatively, a required SCUBA certification credential for members of the department dive team likely has an expiration date and number, but there is no need to display this credential on course certificates.

Display in Training Plans – To associate a credential with a training plan, check this box. This powerful feature allows you to create a training plan for this credential.

Remember, some credentials, like a driver’s license, may not need a training plan. Firefighters need to have a driver’s license and the department needs to track that each firefighter has a license, but the department is not providing private vehicle driver training or verifying State eligibility for the licenses.

List Levels (if applicable) – If the new credential has levels, list all the levels, separated by commas, in the free text field. Recall that for a credential to display on a certificate, it must have one or more levels. For example, your organization might have a “Hazmat Credential” that has two levels – awareness and operations. List those levels in this field. Levels are not required for a custom Credential.

Tracking Credentials

To track all your credentials, there are two reports that will be very useful.

To pull reports, go to the Training Manager tab and access Reports from the left menu.

The All Credentials report allows you to pull all credentials in the system for your organization.



Choose to pull individual credentials or to view all. When you export the report to email, there are columns for personnel’s name, email, credential, level, state, issue date, and expiration date.

Another useful report is the Upcoming Credential Expiration report. This report allows you to view credentials that are set to expire, with the ability to view credentials set to expire by a specific date.



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How to Update Custom Courses Using SlideShare Presentations

Posted by Rich Miron on May 27, 2015 under Support

Do You Use SlideShare for Your Custom Courses?

SlideShare recently sent out a notice regarding SlideShare uploads on third-party sites, such as CentreLearn. Please see the notice below from SlideShare.

Notice from SlideShare:

We have recently made changes on SlideShare to make the viewing experience better and more secure. Due to these changes, all embedded private presentations on third party sites will no longer be valid by May 27, 2015.

To reinstate your embedded private presentations on third party sites, you need to visit SlideShare, go to your uploads settings and re-generate the embed code for your presentations. You need to then use this new embed code to re-embed private content on third party sites by May 15th, 2015. To generate the new embed code please take the following steps:

1. Go to “Your Uploads” which you can access here
2. Select “Edit” —> “Settings”
3. Go to “Privacy Settings”
4. Under “Embed Settings”, copy the embed code given and use for any places where the presentation is embedded on third party sites.

You will need to repeat steps 2 through 4 for each presentation you would like to re-embed.

We apologize for this inconvenience and appreciate your cooperation. Please contact our help center with any questions.


The SlideShare Team

If you have any questions on SlideShare’s notice, please view its help center. If you have any other questions, please feel free to contact us

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New Support Area for Personnel and Administrators | CentreLearn Support

Posted by Rich Miron on May 7, 2015 under Support

CentreLearn takes great pride in the support it provides customers. In addition to quickly returning e-mails and phone calls, administrators and personnel can now easily access help resources built to help all users operate CentreLearn’s Training System.

CentreLearn’s new Support section is now available on



Click the Support tab at the top of to access help resources.

CentreLearn takes great pride in the support it provides customers. In addition to quickly returning e-mails and phone calls, we provide administrators and personnel with help resources to effectively operate CentreLearn’s Training System. If you have any questions, contact us today.

You will now have the option to select Personnel Support or Administrator Support. Personnel Support is tailored to answer a user’s question, while Administrator Support provides How-To instructions and commonly asked questions for those managing the system.


If you are an administrator with questions about how to operate your CentreLearn Training System, refer here for step-by-step instruction about features within the platform.

If you are an administrator with questions about CentreLearn’s Training System, refer here for step-by-step instructions on how to operate the platform.

For assistance logging in, viewing courses, updating profile information, and other platform questions for personnel, use our Personnel Support FAQs.

For assistance logging in, viewing courses, updating profile information, and other platform-related questions, use CentreLearn’s Personnel Support FAQs.

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When To Use a Start Date In an Assignment | CentreLearn Support

Posted by Rich Miron on Apr 7, 2015 under Support

Harness the power of an assignment start date to ensure your training is completed when you want it and how you want it.

Entering a start date will reoffer courses requiring a user to complete the assigned courses within a specified time, regardless if they took the course previously. Without a start date, any completion since the user’s last archival of registrations will count towards completion of that assignment.

CL-Blog_Start Date

Bob’s courses were last archived in December 2013. He took Bloodborne Pathogens on 1/15/2014.

If an assignment has no start date and a due/expiration date of 3/30/2015, the Bloodborne Pathogens course that he took 1/15/2014 will count towards completing this assignment.

If an assignment has a start date of 3/1/2015 and a Due/Expiration date of 3/30/2015, the assignment will make Bob take the course again within that date range.

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High Level Progress View of Training Plans | CentreLearn Support

Posted by Rich Miron on Apr 7, 2015 under Support

Need to see the “big picture” of a user’s progress in their training plan?

As an administrator, you can now view the total hourly requirements and remaining hours in training plans.

Under Training Manager, access Personnel from the left menu then select Edit next to the person’s name. Click on Training Plans to see an hourly overview of your personnel’s training plans broken down by those that are active and those that are completed.



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Create, Manage, Assign, and View Documents |CentreLearn Support

Posted by Rich Miron on Apr 7, 2015 under Support

This feature allows administrators and those with the Manage Documents role, to upload, manage and assign documents.

The Documents area is found along the top navigation.


Clicking the Manage Documents link will take you under Training Manager to Documents on the left menu.

This feature allows administrators and those with the Manage Documents role, to upload documents to share.



Under Training Manager, access Documents from the left menu.

In order to add files, you must first create a Folder by clicking +New Folder.


Enter a folder Title. Optionally, add groups to whom you want to share the folder. Click Save Changes.


To add files to a folder, click the Files button next to the folder in which you want to add documents.


Click +New File to add your file.


Add a title and choose your file. Only files of the following types: png, jpg, doc, txt, xls, ppt, or pdf can be uploaded into the CentreLearn Training System. Click Submit.


Click View to view the document or Edit to update the file or file name. Clicking the name will also open the document to view.




Under Training Manager, access Assignments on the left menu.

Click +Assign Document.


Enter the fields for the assignment. You can only assign one document per assignment. You can assign a document to users/groups that do not have permissions to view that folder of documents. The user will be able to view the document as part of the assignment, but the document will not be available to them in the Documents tab. Areas marked in red on the following page are required. Once the fields are filled out, click Save Changes.




Document assignments will be found on the Home upper navigation.


Click Open Document. The required document will open in a new window/tab.

Close the document window/tab to return to the Home area and click to confirm you have viewed the document.


A pop-up will appear asking the user to affirm that they have viewed the required document.


Click OK to complete the assignment.


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How to Create a Course Survey | CentreLearn Support

Posted by Rich Miron on Mar 12, 2015 under Support

Training managers can create course surveys with CentreLearn’s course component feature within the Course Builder application. Check out these step-by-step instructions on how to take advantage of this capability and create course surveys.

Under Training Manager, access Course Builder from the left menu

Click Edit next to the course to which you want to add a survey

Click Add Course Component



Select Survey – Build a custom survey then click Select Type.



Enter a title, optionally update the label for your survey, and then click Next.



Select a Question Type for your first survey question. All responses are editable and you are able to add/delete choices.

Multiple Choice enter a question and multiple responses for users to select

True or False enter a question, the responses True and False are preset

Free Text enter a question, users are given 900 characters to respond. Answer can optionally be set to require a response

Likert (Agree-Disagree) enter a question, the response choices Strongly Agree, Agree, Neutral, Disagree, and Strongly Disagree are preset

Likert (Excellent-Poor) enter a question, the response choices Excellent, Good, Fair, and Poor are preset

Likert (Useful-Not Useful) enter a question, the response choices Very Useful, Useful, Somewhat Useful, Not Useful, and No Option are preset

Likert (High-Low) enter a question, the response choices Very High, High, Moderate, Low, and Very Low are preset

Once your question and response(s) are input, click Create Question



This returns you to the Manage Survey Questions screen.



To add another question – select the question type

To preview a question ¬– click the blue Play button to the right of the question

To edit a question – click the blue Edit button to the right of the question; use this if you would also like to inactivate the question.

Once you have input all your questions, click Finish.

This takes you to the Review Survey screen.


To go back and edit your survey questions, click Manage Questions.

Once you have completed the survey, click Save Survey.


How to view survey results:

Under Training Manager, access Reports from the left menu.

Select Report next to Survey Responses.

Select your report criteria and click View Report.

Click Export to Email to view additional survey result information.

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How to View User Quiz Results | CentreLearn Support

Posted by Rich Miron on Mar 12, 2015 under Support

Viewing quiz records, scores, and completion records is simple for CentreLearn’s platform managers. CentreLearn’s Training System offers the tools to manage quiz results. Below is a step-by-step guide on how to obtain user quiz results.

Under Training Manager, access Personnel from the left menu

Click Edit next to the user you want to view their quiz results

Click on the Records tab



All courses will display on this tab, including activities.

Click View Quiz Results next to the desired quiz. Only the last quiz attempt results will display.

If you see the following message:



This may be because:

  • It is an activity records
  • It is a course with no quiz
  • The completion record was transitioned from CentreLearn Classic to the CentreLearn Training System

If there are multiple quizzes in a course, they will display in order from first to last.


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How to View Incomplete Courses in an Assignment | CentreLearn Support

Posted by Rich Miron on Mar 12, 2015 under Support

If you want to make sure personnel are completing assignments on time, CentreLearn has you covered. With CentreLearn’s Training System, organizations can view which employees have outstanding incomplete assignments. This support blog covers the step-by-step process for reviewing Incomplete Courses within an assignment.

Under Training Manager, access Reports from the left menu

Click Report next to Incomplete Assigned Courses

Either select a single assignment or leave it blank to display all active assignments. Only Assign Specific Course assignments will be available to select. Select any other optional criteria.



Click View Report. This is what the on-screen results look like.



When exported to email, the assignment name, username, email address, and missing courses are listed in columns. The missing courses display in one column with each course separated by a comma.

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