The seventh stage of your Onboarding is referred to as Grow your Business: Automation and Reporting
In this stage you will learn how to extend on the features you have previously discovered during the Onboarding so far. Here is where these processes can become streamlined, automated and monitored to allow you to focus on the bigger picture of your organisation rather than in the details.
In Automation and Reporting you will discover: how to use Learncycles and triggers to automate tasks and messages; requirements for Exports and Reports; and how to use the Dashboard for a broad view of activities.
Please allow approximately 5hrs+ to go through these areas. This time will depend on the size of your organisational requirements and license restrictions however, it can be completed in sections.
At any stage you can go back to the Onboarding Page
1
Navigate to LRM
2
Learncycles
Learncycles are one of the features in Wisenet that sets it apart. Here you can generate tasks, messages and many more features to occur automatically. This could be automatically sending a Welcome Message (set up previously in Communicate) to all new enrolments.
Discover more about Learncycles
3
Exports
Depending on your funding and reporting requirement generating Exports is critical to the ongoing management of your organisation.
Here you will learn how to:
- Types of Exports
- How to generate an export
- Funding types
Set up for Correct Reporting:
4
Dashboard
The Dashboard is a snapshot of your responsibilities in Wisenet. Everyone that has access to the LRM has their own Dashboard where they can view key tasks required for completion. As an LRM Administrator you are able to view everyone’s tasks, Course Enrolment numbers, Learncycles generated.
Here you will learn:
- What is the Dashboard
- How you can use it to stay on top of tasks
- Snapshot of analytics
Discover more about Dashboard
5
Filtered Lists
The Filtered Lists feature in Wisenet allows you to:
- Filter a set of records by specific fields and values
- Review and discover records
- Update filtered records
- Perform specific actions for the filtered records, i.e. send email
- Export selected records to a range of export options
Learn more Filtered Lists
6
Reports
Reports are a simple yet highly beneficial feature in Wisenet that allows you to generate key information for a specific outcome. Reports can be generated for internal purposes or to stay on top of you data entry for compliance purposes.
Here you will learn:
- Generate reports
- Customise and filter
- Subscribe
Discover more about Reports
7
Bulk Updates
The Bulk Update feature saves you time and reduces the risk of errors due to manual handling. This allows you to update large amounts of information at one time such as results and other compliance fields.
Here you will learn:
- Different types
- Which Bulk Update to use and when
- Cascade Wizard
Learn more Bulk Updates
Grow your Business: Automation and Reporting is now Completed
We hope you enjoyed discovering more features of Wisenet and how you can utilise them for delivery in your organisation.
You now know how to:
- Streamline processes through Learncycles
- Utilise the Dashboard for greater visibility across the organisation
- How to generate Exports and Reports
- Update information in Bulk to save you time.
Next: Grow your Business: Strategy
There is always more to learn and discover with Wisenet. We want to help grow your business through utilising our features. There are many ways to discover how else you can use Wisenet:
- Check our Learn Homepage for new and updated features
- Subscribe to our email to receive our Highlights Newsletter or when a new blog is available
- Follow our Social Media pages for updates
- Contact us by phone or through a Support ticket
Remember we are here to guide you along your Onboarding journey. Let us know how you are going and where we can help.