ClearCompany Learning: Getting Started

As a new administrator, you will want to get the system configured and content set up in the system before you "go live." This article provides an overview of the steps in that process and can serve as a guide as you move through the different parts of the system.

In this article:
ClearCompany Learning Overview
Organize your Learners
Create & Manage Content
Learner Experience Design
Content & Users
Daily User & Troubleshooting

ClearCompany Learning Overview

Setting up your learning platform involves several key steps to ensure a smooth launch. New administrators can use the information below to:

• Organize learners
• Create and manage content
• Design the learner experience
• Transition content and users
• Handle daily use and troubleshooting

Each section provides detailed insights and practical tips to help you configure your ClearCompany Learning platform effectively.

How do you want to organize your learners?

The first question you'll want to answer is how you'd like to organize your learners. At the individual level, you'll create users, assign specific "roles" in the system, and define their "rights"—which determine what they can access. Articles in this section provide more detail, but it's best practice to start by identifying your desired outcomes for learners and working backward to set up user permissions accordingly.

Article	Description
Introduction to Organizing Learners	Overview of learner organization strategies.
Rights	Understand permission levels.
Users	How to create and manage user profiles.
Groups	Using groups to organize learners.
Roles	Assign roles to determine user functionality.
Group Types and Group Structure	Deep dive into group hierarchies

How do you want to create & manage content?

Next, consider what you want learners to achieve and how they learn best. Your answers will help you determine which learning objects to create.

ClearCompany Learning supports many different types of learning objects, such as video, external links, and SCORM files. In addition, the platform allows you to bundle content in the form of a course, curriculum, or success track. What you choose depends on what your goals for your learners are and what you would like them to experience with the learning object. The articles in this section will walk you through what each learning object is, why you might choose to use it, and how to set it up in the system.

Article	Description
Learning Objects Navigation	Overview of where to find and manage content types
Different Learning Objects	Breakdown of available content types and when to use them

What do you want your learner experience to look like?

Here, you’ll define the look and feel of your learning site. ClearCompany Learning offers multiple customization options—from updating themes to match branding standards to creating custom HTML pages.

Organizations can also modify email templates, transcript layouts, and certificate designs to enhance their learners' experience.

Article	Description
ClearCompany Learning: Introduction to Designing the Learner Experience	Overview of customizing the theme and settings of the learning platform.
ClearCompany Learning: Custom HTML Pages	Breakdown of Custom HTML Pages to tailor the user experience by designing landing pages for different users/groups.
ClearCompany Learning: Customize Dashboards	Breakdown of customizing different user dashboards.
ClearCompany Learning: Email Templates	Breakdown of email templates and customizing to fit organizational branding.

How do I transition content and users?

Once your platform is configured, you may need to import existing users and content. This section walks you through bulk uploads, such as SCORM content and user data, to help you transition smoothly from another system.

Article	Description
ClearCompany Learning: Recurring Assignments Based on Historical Records	Overview of historical data and tracking recurring assignments, and maintaining accurate records of compliance.
ClearCompany Learning: Managing Historical Data	A breakdown of importing historical data into ClearCompany Learning provides a single source for organizational and reporting purposes.
ClearCompany Learning: Bulk Transition Historical Data	A comprehensive guide to bulk logging course completions for ease of reporting and record management.
ClearCompany Learning: Manage Assignments	A breakdown to efficiently create, manage, and modify training assignments for users.

Daily Use & Troubleshooting 

The final step is understanding how to use the system day-to-day.

Article	Description
ClearCompany Learning Reports	Dive into the reports available in the ClearCompany Learning platform.
ClearCompany Learning: Social Overview	Overview of the social learning features, which include ranks and badges, comments, notifications, and messages.
Troubleshooting common issues	Overview of basic support and common fixes.

If you have questions as you get started or run into any issues, don’t hesitate to reach out to ClearCompany Learning.