Getting Started

Docebo

GETTING STARTED Login and basics

Getting Started

Your first Access

Dear client, welcome to the new Docebo learning platform. This quick guide will help you with the first approach at the system. Once you have completed the log in procedure, you will be redirected to the LMS home page. This first page gives you a wide visibility on the courses you are currently subscribed and few statistics of your own performace. Starting from this page, selecting the link ADMIN AREA on the top , you are now able to perform the first activities: Create new users Create courses Subscribe users to courses

Step 1
To create new users, go on ADMIN AREA, select Main - Users - User management and choose to create manually a new user or to upload multiple users through a .CSV format file.

Step 2
To create new course, go on ADMIN AREA, select E-Learning E-Learning Course, create a new course category if necessary, otherwise proceed with clicking on New and filling all the field requested for creating a new course.

Getting Started

Step 3
To subscribe your new users to a course, go on ADMIN AREA, select E-Learning E-Learning Course and click on the icon Subscription. The following page allows you to subscribe one or more users to the course you selected. Select Add, Flag the users your want to subscribe and click Next. The selected users will automatically subscribed to this course as Students.

After you completed this 3 steps, your users will be able to log in to the platform and attend the courses they were subscribe to. This is the users visibility after the registration.

Now you know the basic element to start using your Docebo platform. You can now proceed reading the rest of this manual or see directly the section FAQ.

Getting Started

Table of Contents
Your first Access ................................................................................................................................. 2 Step 1 ........................................................................................................................................... 2 Step 2 ........................................................................................................................................... 2 Step 3 ........................................................................................................................................... 3 Table of Contents ............................................................................................................................... 4 User Management............................................................................................................................... 5 Create new users ............................................................................................................................ 6 User subscription to the platform ................................................................................................... 7 Manual registration of individual users ............................................................................................ 7 Importing through .CSV ............................................................................................................... 8 Course management ..........................................................................................................................10 Course categories .......................................................................................................................10 Course management ...................................................................................................................10 Modifying courses .......................................................................................................................12 Course subscription ....................................................................................................................12 Manual subscription ....................................................................................................................13 Rapid course subscription ............................................................................................................15 Subscription to courses through CSV .............................................................................................15 Subscription through a list duplicated from another course. ..............................................................15 Reports ............................................................................................................................................16 Content management.........................................................................................................................18 FAQ .................................................................................................................................................21 Docebo Mobile Quick Manual ...............................................................................................................22 Log in to DoceboMobile ...............................................................................................................22 Follow a video-lesson ..................................................................................................................23 Searching a lesson or a course .....................................................................................................24 Administration Area ....................................................................................................................25 About us ..........................................................................................................................................26

Getting Started

User Management
By clicking the ADMIN AREA button located in the upper menu, you can access the Administrators Area.

Here will be displayed the main page with the Quick Links tab, that gives you a summary preview about Users, Courses, Certificates, Contents and Reports. Thanks to this tab, its very easy to access all the main functions of Docebo, without having to navigate the upper menu.

Getting Started

Create new users

To start creating new users, select Main - Users - User management;

On the panel above the window will be displayed the organization chart of our platform. The Organization chart function allows us to reproduce an existing hierarchical structure for better organizing our users. Every function, Department or Area shall be reproduce on the LMS as a Folder.

To create a new folder click Add node and insert a new branch in the organization chart.

The branch can have assigned an identification code that is transversal to the languages in which the platform installation is translated in order to simplify external synchronization of the structure and assignment of users. By clicking the icons in the active menu beside each folder, it is possible to: Associate a branch of the organization chart with a user already present in the platform (selecting the user from the list). Associate one or more supplementary fields with a single branch of the organization chart; Change the name of the branch; Delete a branch from the organization chart.

Note: a user may reside in several nodes of the organisation chart for administrative purposes. The users in any branch of the organisation chart are virtual and cannot be deleted. A complete user list can be obtained by clicking on the main node.

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User subscription to the platform Once the organization chart has been created, the users must be subscribed. To subscribe new user we can choose between two different procedures: Manual registration Massive import

Manual registration of individual users To create a new user select the folder you want to place it in, and click the link New user

A registration window will be displayed. This screen contains all the information needed for a new users subscription.

After selecting the button Confirm, a notice with username and password will be sent to the users email address. A single user or group of users can be assigned to a specific branch of the organization chart, either by electing the destination folder and starting the subscription procedure or by entering the data regarding positioning on the tree at a later point during the subscription process.

Getting Started
Once the users have been imported, changes can be made to each profile.

It is possible to: View the users personal information file; Delete associations with the organization chart branch; Suspend and later reactivate users; Change data on the personal information file; Delete users from the platform.

Importing through .CSV files New users can be created also through a massive data importation. This function can be activated by clicking Import Users

Choose the .CSV the to import. The system can automatically determine the separators to be used for separating fields (commas or semicolons), or else this can be set manually.

The first line of the table can be assigned as a heading for the imported file. If this is done, the first line of the file, which normally contains data headings, will then be ignored.

Assign the organization chart node with which the users should be associated and select Next.

Note: if the default setting (All) is left, the users will populate the subscriptions without being assigned to any branch.

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Once the file is imported, assign each column to the required values. In the example shown, the imported file contains the first line as a header, making it is easier to recognize the values to assign to each column.

At the end of the process the system provides feedback on the number of users successfully imported or signals import errors. If you have users left, the system will confirm your registration otherwise a new users purchase will be requested.

Getting Started

Course management
To access the course management area, select E-Learning E-Learning - Course.

Course categories Before to create a new course, it might be useful to define a course classification, very similar to the organization of the users. The system allows you to create a folder system for cataloguing the courses. To create a new folder, select New category.

The corresponding icons can be used to change the folders.

Course management To create a new course, select the appropriate folder from course category or leave the main root selected, if you do not wish to place the course in a specific category. Select New to start the creation process and then fill out the required fields.

Note: the Code field refers to a specific alphanumeric code by which the course is identified. Filling this text field is not necessary.

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The above section of the New course window will ask you to fill the main fields needed to create the course.

After assigning the name and code to the course, we should define: Type of course: e-learning: a course studied online e-learning with editions: an online course divided into editions classroom: a course that can be studied in the classroom or in a blended formula with which the management of physical classrooms can be associated.

Course status: Confirmed/ Available: the course is accessible to the users; In preparation: the course is only accessible to the users responsible for preparing its content (normally teachers, tutors, mentors and/or administrators); Concluded: the course is finished and only those users who have concluded it have access; Cancelled: the course is no longer accessible, and registration from the course catalogue is no longer possible.

Options of use: direct access to the first learning object of the course; direct access to the statistics link for the first learning object of the course.

Expanding the menus we will be able to set more details of our new course:

Numerous characteristics can be assigned to the course, including: Course language; Level of difficulty; A label (which has to be previously created in Settings Label); A predefined menu; 11

Getting Started
It is also possible to manage the course subscription policies, defining whether: Subscription is free, in self-registration; Subscription is subject to the approval of an administrator; Subscription is exclusively reserved to the administrator; To limit subscriptions to a predefined period of time; To assign a minimum and maximum number of subscriptions; To allow overbooking;

It is possible to determine the variables connected with the sale of the courses and to give the course a logo. Course material can be directly uploaded by the administration if so desired. After completing all the interested fields click on Save Changes.

Modifying courses Through the menu corresponding to the course, it is possible to:

Monitor the number of users awaiting subscription (waiting column); Subscribe users; Manage the editions of the course; Assign and manage the certificate assigned to the course; Manage competencies; Assign a new menu; Duplicate a course, choosing which contents to use (documents, certificates, learning objects); Change the name of the course and the parameters assigned when it was created; Delete the course.

Course subscription Users may be subscribed to a course through various procedures, in accordance with different needs: Manual subscription; Rapid subscription; Subscription through CSV; Subscription through a duplicated subscribers list from another course.

Once the course to which new users are to be subscribed has been determined from the list, select the preferred subscription method. Click on the displayed icon to proceed.

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Getting Started
Manual subscription Manual subscription is activated by clicking Add

The system will display a screen from which the users to be subscribed in the course can be selected.

The users can be selected individually, or by Groups, Organization chart branches or Company roles.

The system automatically displays the search by individual users and a list of all users subscribed to the platform. The search engine to the right can be used to select the user to subscribe, entering the user ID, name or surname of the user. An advanced search can be activated through Advanced search.

This type of search allows you to select the user on the basis of one of the fields in the personal information file used in the platform, including supplementary fields. Select the search parameter from the drop down menu, click the Add button, add the required data and then click the Apply dyn filter button. The system will show the name or names that correspond to the chosen search criteria. To subscribe the user to the course, flax the checkbox beside his/her name and click Next.

Note: an e-mail informing the user of the subscription can be sent by selecting Send an alert to subscribed users.

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Getting Started
Once the students are enrolled, select the level at which you wish to subscribe the user from those available (administrator, teacher, mentor, tutor, student, guest, ghost).

Note: the system automatically subscribe the users as students. If a different level is required, click on the relative column to change the enrolment level.

To select the users by Group, Organisation chart branch or Company role, click on the corresponding label and proceed as with subscription of a single user.

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Rapid course subscription Rapid subscription allows the user to be quickly subscribed to the designated course by directly selecting his/her name from the fast subscribe box.

Once the user's name, or part of the name, has been entered, the system will display a drop-down menu showing the results corresponding to the search criteria. Select the desired user and click on the green button beside the box.

Subscription to courses through CSV User subscription using .CSV files allows group entry of a list of users as a single block. Click Import from .CSV. Click on the Choose file button and choose the file containing the list of users to be subscribed from your own PC (the file must contain only the usernames, one per line). At the end of the process, the systems provides a feedback whether the subscription succeeded.

Subscription through a list duplicated from another course. This type of subscription allows you to directly copy lists of those subscribed to another course. Click Import from course.
Select the course from which you wish to copy the subscribers list by checking the box and clicking on the Import button

To change a course users level, you must search for the user in the course subscribers list; click on the user level and choose the new level to assign to the user from the drop-down menu. The same type of operation applies to the: Status, active from and active until fields.

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Getting Started

Reports
To obtain a Report monitoring the progress of training activity in the platform, select E-Learning Report.

This function allows you to create a new report or view data from a previously created report updated in realtime. To create a new report select New.

Assign it a name and choose the report category: User reports: these cover a specific group of users associated with the courses, showing details for xceach user; Course reports: these cover a slot of courses in relation to the subscribed users; Aggregate reports: these show the data regarding groups of users associated to course categories.

After choosing the name and the category you will be asked to define all the information related to the user/s or course/s you need to obtain and other fields (personal information, course fields etc.) which that made your report more detailed.

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All the report can be saved and exported in three formats: HTML .CSV .XLS

The active menu beside each report can be used to:

Make the reports visible to other administrators; View and update data; Export reports in .CSV format; Export reports in .XLS format; Set report schedules for sending them to specific people at regular intervals; Change the data structure of a report; Delete reports

To schedule automatic report delivery: Select the icon Schedule and Add button to set a new schedule for this report. Name the schedule and specify how often the report should be created and sent to the indicated person. Select the user to whom you wish to send the reports and complete the operation by clicking on the Create button.

Through the active menu beside each schedule, it is possible to: Check the recipients of the report; Activate or disable the schedule; Change the settings; Delete the schedule.

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Getting Started

Content management
Once you have created users and courses you will be requested to upload the contents (SCORM files, videos, documentation etc.) in the relative courses. To upload any content, you have to move to the LMS area of the platform by clicking on the button Jump to LMS.

Make sure you are enrolled in the interested course as Administrator and open it from the courses displayed under ALL OPEN.

Select Teacher Learning object management

The page allows you to manage teaching objects under three tabs:

My objects: A private area for teachers in which they can store their own objects, create new objects or import objects from other teachers. It is an inter-course area where objects placed can be viewed from any of the courses managed by the teacher. Objects can be organized into folders/subfolders in order to have a more rational classification. Course objects: These are the objects that the students will see in the Materials area. They can be directly created from this area or imported either from the teacher's home page or from the public area. Shared objects: This is the area where teachers can share teaching objects with other teachers, who can import them to their own homepages or directly to the courses section. Note: Importing entails making a new copy of the imported object, which will therefore be treated as a completely new object.

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To create a new object, select New Learning Object

Choose the type of object you wish to create/upload and click New.

The active menu beside each LO allows you to:

View the uploaded object; Modify the object data; Copy the object (for example, to move it to another tab); Set the object prerequisites and properties; Categorize the object content in the Content Library; 19

Getting Started
Assign the users that can view the object. Note: if users are not assigned using this button, ALL subscribers to the course will be able to view the object; Move the object within the materials area; Delete the object.

After completing this procedure, the course will be ready to be attended by the students.

Note: on the basis of this setup, at the statistical level, users will result as having started or finished the course once they have completed the object marked as a bookmark (see Properties PROPERTIES)

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FAQ
What is the accepted format for a file upload? The format accepted for an upload in the Materials Area are Word, PDF and Power point. What is the maximum size for a file upload? The maximum size can be set by the Super Administrator in Main Configuration Settings E-Learning or directly in the Course Settings. However Docebo suggests not to upload any file with size over 128 Mb. What is the correct course status to set? The correct status for an available course is Confirmed. In case you need to create a new course without making the contents visible, set the status Under construction. Available is more used for course in a Training Catalogue and it allows the users to enrol themselves. Cancelled is related to Classroom course that will not happen. Concluded is used to close a course blocking the users access. What is the maximum number of courses I can create? There is no course limit. Does the system have a newsletter? The system has a newsletter function under Main Newsletter. This allows you to send a single communication to the email addresses of all the users on the LMS. As Super Administrator you can always check the History of all the newsletters sent. Can I delete one or more users from the LMS? A user can easily deleted from Main Users User Management, selecting the icon Delete. A multiple delete can be done selecting more users by the relative checkbox and clicking on More Action Delete. Deleting one or more users we will recover the relative number as users available but we will also definitely lose the tracking of all training done by them. Can I delete a course subscription? You can anytime delete one or more subscriptions of a course going on E-Learning E-Learning Course and selecting the icon Subscription. Click the icon Delete beside the interested user or flag more checkboxes and click the link Delete Selected among the functions above the list. Deleting the users subscription you will not delete the user or any information related on the LMS. Can I delete a node of the organization chart? You can anytime delete one or more node. The users contained in the deleted node will NOT be deleted. How do I create sub folder in the organization chart? You can create a sub folder in the organization chart from Main Users User Management by clicking on the folder you want to create a sub folder in, and then selecting the link Add node. What is a Group? A Group is an additional way to cluster the users. The Group function is different from the Organization Chart, it can collect users from different folders and it aims to help the Administrators with subscriptions and report. What kind of Learning Objects can I upload or create on the LMS? You can upload a SCORM package or a video in mp4 format. It is also possible to create several Learning Objects directly in the course. These objects are: Faq, Glossary, HTML page, a Survey, a Test or a file upload.

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Getting Started

Docebo Mobile Quick Manual

Log in to DoceboMobile Docebo Mobile is the Docebo Learning Management System accesible via mobile device Enter the address http://[your_lms_address].docebosaas.com/mobile/ in the browser of your mobile device. Insert your username and password and then press Login

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Follow a video-lesson Press on the lesson title you want to follow. Wait for the video load and the press the Play button.

Even if the course is completed, you will be able to review the contents any time you wish.

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Searching a lesson or a course Press the Search button located in the bottom menu. Write in the text area the keyword and the press on the Magnifing glass icon. Now you can enter the lesson by pressing the learning object title.

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Administration Area Press on Admin Area to enter the Management menu. The available functions are: Accesses information (menu item Accesses) Information about the completed courses (menu item Completed) Change username and password (menu item Changepassword).

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About us
Docebo is a Cloud "E-Learning as a service" product that let you deliver, track and certify online training to your staff.

With more than 300.000 Users trained across every continent Docebo is leader in Cloud SAAS E-Learning in Corporate, Government and Small Business sectors.

Founded in 2005 Docebo rose more than 2.5 Million in Venture founds, investors are:

Claudio Erba (Also CEO and Founder) Seeweb (Business Angel and ISP) Others Principia (Venture Capital for Round A)

Docebo international Team is also a group of good professionals that have passion for technology and training. We strongly believe that personal growth through training is the key for every Employee and Company success. www.docebo.com

www.docebo.com
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