Steps to Set up your Percipio Site

Prior to making Percipio available to your learners, configure it to meet your organization’s business needs. Developing an initial plan for managing your licenses, assignments, user organization, and reporting is crucial to implementing an effective learning strategy for your organization.

 

This video is part of the Percipio Certification: Admin Essentials Journey located on your Percipio site. You can earn a badge by completing the journey in Percipio.

To set up your site

  1. Review the system requirements.
  2. Brand your site.

    3. Use the Site Configuration page to set course completions and features, and use site branding to customize your Percipio interface.

  3. Confirm your license pools.

    4. Ensure you have access to the necessary license pools, so that the content you want to work with is available.

  4. Create user attributes.

    5. Decide how you want to define the user hierarchy in your organization by creating the necessary descriptive attributes.

  5. Create audiences.

    6. Place users into logical groups to manage the allocation of licenses and content assignments.

  6. Distribute licenses to audiences by making associations.

    7. Make content available to your users by associating your audiences with the correct license pools.

  7. Create and manage your user accounts.

    Create a new user, or import users by batch. Review the user login experience so you can configure your user accounts and emails.

  8. Manage your learners' Percipio-generated emails.

    9. Increase your learner engagement using Percipio's automatically-generated emails.

  9. Create a new assignment or a learning program for your audiences.
  10. Become familiar with the dashboards and reports.

    Dashboards and reports contain metrics related to user activity and key operational functions within Percipio.

  11. Customize your Percipio library for your organization.

    12. Create custom areas, custom subjects, custom channels, and custom journeys.

  12. Upload and manage your custom content and instructor-led training.

    Add custom content in the form of SCORM/AICC, links, web pages, or document types.

    Add instructor-led training.

  13. If your organization has access to Percipio Compliance, and you have Compliance administrator privileges, you can use Percipio in combination with Compliance Administrator to manage all aspects of your learners' Compliance training.