This guide covers how to:

Access admin account & find team

1. Log in to relevant admin account

Enter:

  • Username: trainingadmin@XXX
    XXX = 3-letter company code (provided by your lead trainer)

  • Password: Welcome1!

  • Click Login

2. Find team

  • Click your initials (top right) and click Switch to admin view

  • Click Teams (top left)

  • Click relevant team name - colleague names will be listed

  • To find an individual, in the quick search, enter the first few characters of their name

Look up assigned learning, achievements & points/badges

1. Find colleague

  • Click Manager (top left) and select Direct Reports

  • Click the required name

2. View assigned learning, achievements & badges/points

Use the options across the top of the screen to view assigned learning, achievements & badges/points

To view all learning items that are either still in progress or not yet started:

  • Click Courses

To view what colleagues have achieved:

  • Click Achievements

  • Click Badges and Points

Assign learning

1. Switch to admin view

  • Click your initials (top right) and select Switch to admin view

2. Select course

From the navigation bar:

  • Click Content

  • Search for the required course

  • Click the relevant course
    You can assign online videos, webinars and classroom training from here

2. Assign a course to one person

  • Click People

  • Click Assign to existing people

  • Tick the relevant name

  • Click Assign

3. Assign a course to more than one person

  • Click People

  • Click Assign to teams

  • Tick the relevant team name

  • Click Assign

For any course you assign, tick Send email notifications to Learners option to ensure the selected people receive an automated message about their booking

Assign classroom/webinar courses

1. Switch to admin view

  • Click your initials (top right) and select Switch to admin view

2. Select course

From the navigation bar:

  • Click Content

  • Search for the required classroom course - e.g. Negotiator L1 Classroom

  • Click the relevant course

2. Select module

  • Click the required module

3. Assign people to the course

  • Click Register

  • Click Assign existing people to the course

  • Tick beside the names of the people you want to register on the course

  • Click Assign

4. Register users to the session

  • Ensure the relevant people are selected

  • Click drop-down menu on right and select Register to session

5. Select session

  • Select the required session date/time

    Send email notifications is ticked by default

  • Click Register

Run reports in Reapit IQ

1. Switch to admin view

  • Click your initials (top right) and select Switch to admin view

2. Select reports option

From the navigation bar:

  • Click Reports

3. Reports dashboard

Reports for your training admin account can be created here, saved reports are also shown

  • You can run Quick reports or you can create your own reports via the Reporting Engine, see next step

4. Select report type

From the dashboard shown in step 3 above:

  • Click Reporting Engine (top right)

  • Select what you want to report on
    e.g. course completion report

  • Click Team to expand the section, then click Details, Results & Team Course

5. Build report - select data columns to appear in report

  • Click any item on left to expand the options offered

  • On right, select options to add or remove the data columns you want to include in your report (data columns can also be reordered)

  • Click Next

6. Build report - set up report options

Set up report options:

  • Timezone to report on:
    select User Timezone from the drop-down menu

  • Choose whether to include all OR select:

    • Users

    • Courses

  • Select whether to run report for Course Assigned Date or Course Completion Date
    Course assigned date will show users overall completion percentage
    Course completion date will only show completed courses

  • Click Next (x2)

7. Select download options

The report can be downloaded immediately or scheduled

  • Use the tabs at the top to choose to Schedule Export or Download Now

  • Report Name: enter name for report

  • Format: choose export format, e.g. CSV

  • Frequency: select the export frequency from the drop-down menu, options shown above

  • Share Report: choose whether to share the report with other users

  • Click Build & Save

Saved reports can be found on your reports dashboard

Related pages

How to use the Reapit IQ training admin account to assign learning plus how to look up assigned learning, achievements & points/badges - how to run reports is also covered