User Guide

For Admins
Contents

Contents 2

Percipio for Administrators 13

Set up your Percipio site 14

To set up your site 14

Set up your Percipio Site 16

To set up your site 16

User Management 19

User Roles 21

Permissions by Role 25

User Management 26

Content Management 29

Assignments 33

Communication and Marketing 34

External Learning 34

Analytics 35

Settings 40

Percipio Compliance 43

Create a New User 44

To create an individual user (in Percipio) 44

Edit an Existing User 53

Modifying a user's attributes 53

Reactivate a User 54

Bulk Import Many Users 57

 Frequently asked questions about importing users 57

Import Page 60

Bulk Import Rules 61

Download a CSV File 63

Prevalidate the CSV File 87

Bulk Import Many New Users 89

Update Existing Users by Bulk Import 90

Bulk Import Reports 93

Bulk Import Error Messages 95

User Attributes 101

User Attributes list 102

Important information about user attributes 103

String Attribute 103

List Attribute 113

Percipio User Attribute 119

Date Attribute 128

Audience Management 140

Audience Management page 141

Frequently asked questions about Audience Management 142

Individual Audiences 144

Create a New Audience 145

Edit an Audience 151

Add an Audience Owner to an Existing Audience 155

Add a User to an Existing Audience 156

Team Automation 157

 Frequently asked questions about team automation 159

Create a Team Automation Rule 161

Edit a Team Automation Rule 163

Pause a Team Automation Rule 163

Resume a Paused Team Automation Rule 164

Associate a Custom Channel to an Audience 164

Important information about associating custom channels and audi-

ences 169

Delete an Audience 169

Assignments 171

Get started with assignments 171

Manage assignments 171

Assignment status 173

Important information about assignments 175

Create a New Assignment 176

To create a new assignment 177

Edit an Assignment 188

Copy an Assignment 195

Delete a Draft Assignment 195

Archive an In Progress Assignment 196

Add a Learner to an Assignment 197

To add a user to an assignment 197

Schedule Default Email Reminders 199

About default email reminders 200

Turn on default reminders 202

 Turn off default reminders 203

Manage Schedule for Reminder Emails 203

Send a Reminder Email 205

Notifications and Learner Engagement 207

About push notifications 207

About email notifications 207

Learner email notifications: 208

Admin email notifications: 208

Additional information about emails 209

About Digital Badges 210

Email Collection 211

Turn On Email Collection 212

Turn Off Email Collection 213

Assignment Emails 214

Email triggers 216

Welcome Emails 216

Welcome and reminder emails 217

Single welcome email 226

Welcome Email Best Practices 227

Recommendation Emails 233

Turn On Recommendation Emails 240

Turn Off Recommendation Emails 240

Re-engagement Emails 241

Turn On Re-engagement Emails 250

Turn Off Re-engagement Emails 250

 Digital Badges for Learner Engagement 251

Safelisting 251

Frequently asked questions 251

Turn On Digital Badges 256

Turn Off Digital Badges 257

Retiring and Recently Added Content Emails 258

Brand your Emails 260

To brand your emails 260

Retiring and Recently Added Content Emails 262

Library Management 265

Frequently asked questions 265

Area and Subject Best Practices 267

Plan 267

Create 267

Display 268

Skillsoft Library Maintenance for Percipio 268

New content releases 268

Updates to existing content 268

Content retirement 269

Frequently asked questions 269

Areas 271

Custom Menu Category 271

Create a New Custom Area 272

Edit a Custom Area 274

Delete a Custom Area 275

 Subjects 275

Create a New Custom Subject 276

Edit a Custom Subject 277

Delete a Custom Subject 278

Custom Channels 280

Automatic content updates 280

Channel creation 280

Content selection 281

Create a New Custom Channel 281

Copy a Custom Channel 287

Multi-view Channels 288

Single-view Channels 308

Associate a Custom Channel to an Audience 316

Add a Language View to a Custom Channel 321

Manage Hidden Content 325

Retire a Custom Channel 333

Custom Content Items 334

Get started with custom content 334

Types of custom content 335

Process for adding custom content 336

Step One: Add custom content item 337

Step Two: Add the content item to a channel or journey 337

Custom Content File Types 345

Storage 345

Standards-based content 345

 Single file types 346

Web pages 347

Custom Content Best Practices 350

Content Visibility Rules 350

Content Management 353

Image Management 356

Curation Best Practices 356

Standards-based Packages 360

Upload a SCORM or AICC Package 360

Edit the SCORM or AICC Package Details 361

Edit a Package's Content Player Behavior 367

Retire a Hosted Package 376

Web Files 377

Start/home page 378

Upload a Web Page 378

Edit a Web Page's Details 379

Replace a Web Page 385

Retire a Web Page 386

Single Files 388

Upload a Single File 388

Edit a Single File's Details 389

Replace a Single File 395

Retire a Single File 396

External Links 397

Create an External Link 398

 Edit an External Link 404

Retire an External Link 407

Custom Journey Overview 408

Upskill or reskill your workforce 408

Journey structure 409

Custom journey page 410

Frequently asked questions 411

Add Custom Content to a Custom Channel 413

About Regaining Hosting Storage Space 414

Content replacement 414

Content retirement 414

Custom Content Error Messages 414

Content Promotions 422

Content strip promotions 422

Banner promotions 423

Frequently asked questions 424

Content Strip Promotions 429

Example content strip promotion 429

Create a Content Strip Promotion 431

Edit a Content Strip Promotion 435

Pause or Resume a Content Strip Promotion 436

Reorder your Content Strip Promotions 437

End a Content Strip Promotion 438

Banner Promotions 439

Example content banner promotion 441

 Create a Content Banner Promotion 441

Edit a Banner Promotion 446

Pause or Resume a Banner Promotion 447

Reorder your Banner Promotions 448

End a Banner Promotion 449

Percipio Compliance 451

Access Percipio Compliance Administrator 451

If you have administrator privileges in both Percipio and Percipio

Compliance 452

If you have administrator privileges in Percipio Compliance only 452

Overview Dashboard 453

Working with the Overview dashboard charts 458

Program Value Dashboard 459

Estimated Program Value Charts 462

Activity Dashboard 472

Assignments Dashboard 478

Dashboards 482

Overview Dashboard 483

Program Value Dashboard 489

Activity Dashboard 502

Assignments Dashboard 508

Reports 511

Learner Activity Report 512

Assignment Detail by User Report 518

Assignment Summary Report 522

 Assignment Summary by User Report 523

License Consumption Report 526

Content Access Report 528

User Listing Report 531

User Summary Report 533

Audience Summary Report 534

All Content by Collection Report 535

Executive Report 537

Channel Summary Report 540

Channel Detail by User Report 542

Channel Summary by User Report 546

Journey Summary Report 548

Journey Summary by User Report 550

Journey Detail by User Report 553

Credentials Report 556

Content Promotion Summary Report 558

Content Promotion Detail by User Report 561

Skillsoft Content Status Report 563

Settings 569

Site Configuration 569

Site Features 569

Completion Settings 575

Support Contacts 580

Security and Login 587

Site Branding 592

 Changing the brand 592

Restoring to system defaults 601

Engagement and Notifications 601

Email Settings 601

Email Campaigns 604

Engagement 612

Mobile App 617

Social Learning 617

Policy Management 619

Hide standard license agreement 619

Hide standard privacy notice 619

Cookie preferences 619

Add your custom corporate use policy 620

Edit an existing custom policy 621

Understanding Licenses and License Pools 622

Consuming a License 622

Start, Rollover, and Contract End Dates 623

License pool renewals 624

Viewing content within a license pool 625

License Pool List 625

License Distribution 627

Managing license distribution 627

License Distribution List 628

Create a License Distribution 629

Percipio for Administrators
The administrative menu allows you to manage your users' experience using
Percipio. When you sign in as an admin, you see the administrative menu
including the following choices.

Note: Not all menu options display to all Percipio admins. For
more information, see User Roles.

1. Users: In Users, you can create a new user, manage audiences, and cre-
ate user attributes to define your user hierarchy.

2. Content: The Content menu provides you access to create custom linked
content and custom channels for your organization, and access to
Licenses, where you control access to content by managing license pools
and audience associations.

3. Learning: Access Assignments and Content Promotions.

4. Compliance: Appears for Compliance administrators. If your organ-

ization has access to Percipio Compliance and you have Compliance
administrator privileges, you can use Percipio in combination with Com-
pliance Administrator to manage all aspects of your learners' Compliance
training.

5. Analytics: Provides you access to Dashboards and Reports. Dash-

boards provide metrics related to user activity within Percipio and the
status of key operational functions. Reports provide several views of oper-
ational data that help you analyze activity within Percipio.

Copyright © Skillsoft Ireland Limited - All rights reserved. 13

 6. Settings: Configure technical aspects of Percipio by managing system
settings.

Set up your Percipio site

Access the Admin Training home page for step-by-step procedures and addi-
tional details.

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 imple-
menting an effective learning strategy for your organization.

To set up your site

1. Review the system requirements.

2. Brand your site.

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

Watch Tutorial

3. Confirm your license pools.

Ensure you have access to the necessary license pools, so that the con-
tent you want to work with is available.

4. Create user attributes.

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

Watch Tutorial

5. Create audiences.

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

Copyright © Skillsoft Ireland Limited - All rights reserved. 14

 Watch Tutorial

6. Distribute licenses to audiences by making associations.

Make content available to your users by associating your audiences with

the correct license pools.

Watch Tutorial

7. Create and manage your user accounts.

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

Watch Tutorial

8. Manage your learners' Percipio-generated emails.

Increase your learner engagement using Percipio's automatically-gen-

erated emails.

9. Create a new assignment for your audiences.

10. Assigned content displays on the learner's Percipio home page, as well
as the Assignments page.

Watch Tutorial

11. Become familiar with the dashboards and reports.

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

Watch Tutorial

12. Customize your Percipio library for your organization.

Create custom areas, custom subjects, custom channels, and custom

journeys.

Watch Tutorial

Copyright © Skillsoft Ireland Limited - All rights reserved. 15

 13. 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.

Watch Tutorial

Add instructor-led training.

Watch Tutorial

14. 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.

Set up your Percipio Site

Access the Admin Training home page for step-by-step procedures and addi-
tional details.

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 imple-
menting an effective learning strategy for your organization.

To set up your site

1. Review the system requirements.

2. Brand your site.

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

Watch Tutorial

3. Confirm your license pools.

Copyright © Skillsoft Ireland Limited - All rights reserved. 16

 Ensure you have access to the necessary license pools, so that the con-
tent you want to work with is available.

4. Create user attributes.

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

Watch Tutorial

5. Create audiences.

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

Watch Tutorial

6. Distribute licenses to audiences by making associations.

Make content available to your users by associating your audiences with

the correct license pools.

Watch Tutorial

7. Create and manage your user accounts.

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

Watch Tutorial

8. Manage your learners' Percipio-generated emails.

Increase your learner engagement using Percipio's automatically-gen-

erated emails.

9. Create a new assignment for your audiences.

10. Assigned content displays on the learner's Percipio home page, as well
as the Assignments page.

Watch Tutorial

Copyright © Skillsoft Ireland Limited - All rights reserved. 17

11. Become familiar with the dashboards and reports.

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

Watch Tutorial

12. Customize your Percipio library for your organization.

Create custom areas, custom subjects, custom channels, and custom

journeys.

Watch Tutorial

13. 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.

Watch Tutorial

Add instructor-led training.

Watch Tutorial

14. 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.

Copyright © Skillsoft Ireland Limited - All rights reserved. 18

User Management
One of the most important admin functions within Percipio is managing your
user community.

To get started, select Users, then User Management.

You see two tabs:

l Users: The list populates with data that you entered when you created a
new user, bulk imported users, or used SAML integration (contact your
Skillsoft representative to configure this third option). The list displays sor-
ted by last name, followed by first name. If you have a user role of learn-
ing admin or manager, you only see users who are in an audience you
own.

l Self Registration: This list shows all those users who self registered. It
also shows any pending requests.

Copyright © Skillsoft Ireland Limited - All rights reserved. 19

1. Search for Users: Enter text to find a specific user in your list. The
search returns users based on the name, email, and/or User ID fields.
Use the filters to narrow your search.

2. Self Registration: Shows all users who self registered and any that are
waiting approval.

3. Download Import Template: A blank CSV template file containing only

column headers, used to bulk import new users into Percipio.

4. Download User List: A populated CSV template file that includes a com-
prehensive list of all user accounts and their associated profile data. Use
this file to make changes and updates to multiple user profiles, then

Copyright © Skillsoft Ireland Limited - All rights reserved. 20

 update existing users by bulk import into Percipio. Open the file in a pro-
gram like Microsoft Excel to manipulate the data, or upload the file into
another business system.

5. Bulk Import Users: Click to bulk import new users.

6. Create User: Click to create a new user.

7. Filter: Click to see options for filtering the user list by role and status.

8. User list: A list of Percipio users in your organization or in audiences you

own. You can sort the list alphabetically by name, email, User ID, or
status. If available to you, use the Action column to edit user details.

User Roles
User roles determine what level of access you have in Percipio. There are eight
roles available in Percipio, one for learners and seven for administrators. Two
of the seven admin roles are custom roles defined by you.

All roles have access to the learning content in Percipio. The five administrative
roles have a default set of permissions. For a chart showing each role's default
permissions and permissions that can be customized see Permissions by Role.
The custom roles behave like the learning admin role. To customize a role, see
Role Customization.

Learners can only access Percipio for Learners. This is the default role for new
users and cannot be customized.

Site Admins have access to all administrative features and functions. You can-
not customize this role.

Learning Admins typically own one or more audiences.

l For each audience they own, they can view some reports and dash-
boards, as well as create, edit, and manage assignments.

Copyright © Skillsoft Ireland Limited - All rights reserved. 21

 l Typically, learning admins are higher-level executives or cross-functional
leaders, such as a manager within a distributed learning and devel-
opment department.

l You can customize this role.

l If you grant this role content management permissions, all content

changes impact the entire Percipio site. This role can only assign content
to audiences that they own.

l If you grant this role Live Course permissions, they can add live courses
and classes, and add instructors within audiences that they own. They
can also manage the roster for only learners that belong to audiences that
they own, including registering learners to classes, and approv-
ing/denying registration requests.

l You can set up this role as a reporting only admin.

Managers typically own one audience that usually consists of their direct
reports.

l Managers may own more than one audience. For each audience they
own, they can view some reports and dashboards.

l You can customize this role.

l If you grant this role content management permissions, all content

changes impact the entire Percipio site. This role can only assign content
to audiences that they own.

l You can set up this role as a reporting only admin.

Content Curators customize learning content and manage their organization's

library structure by creating custom areas, subjects, channels, and content.
They can also view some reports and dashboards. You can customize this role.

Content Coordinators manage their organization's custom channels and cus-

tom content and have access to some reports. You can customize this role.

Copyright © Skillsoft Ireland Limited - All rights reserved. 22

Instructor is not a role, but a privilege that can be assigned to any role by
selecting the check box: Assign live course instructor privilege when cre-
ating a new user. Instructors can manage a class registration list, a waitlist, and
scores for class participants.

Approval Manager is not a role, but a user attribute. When you create a new
user and select an existing user as their approval manager, the existing user
automatically becomes an approval manager. Approval managers can approve
Live Course registrations.

Custom roles provide a way for you to configure up to two additional roles
unique for your organization. For example, you might need a report-only admin
or an ILT-only admin. By default, custom roles start with the default learning
admin privileges. You can choose which privileges to allow for the custom role.

What's an audience owner?

An audience owner is a user with the role of Manager or Learning

Admin assigned to one or more audiences. The Manager or Learning
Admin can access analytics about how users in their audience engage
with Percipio. Owners who are Learning Admins can also create, edit,
and manage assignments for users in their audiences. When an owner
is added to or removed from an audience, Percipio may send them an
email notification.

Why can only users with the Manager or Learning Admin roles be audi-
ence owners?

By default, Site Admins already have access to the reports, dash-

boards, and assignments of all audiences.

Managers usually manage small teams. They can view some reports
and dashboards for their audiences.

Copyright © Skillsoft Ireland Limited - All rights reserved. 23

 Learning Admins usually manage large teams. They can view the
same reports and dashboards as Managers, and they can also man-
age assignments for their audiences.

Content Curators and Content Coordinators only manage content-

related tasks in Percipio Admin.

What is the difference between the default roles of Manager and Learn-
ing Admin?

Managers can access some dashboards and reports for their audi-
ences.

Learning Admins can access the same dashboards and reports for
their audiences and have assignment privileges for their audiences.

What is the difference between the default roles of Content Coordinator

and Content Curator?

Content Coordinators manage hosted custom content and custom

channels.

Content Curators manage hosted custom content and custom chan-

nels and have library management privileges (custom areas and cus-
tom subjects).

How do I customize a role?

To customize a role, see Role Customization.

What Percipio roles can access administrative tasks of Percipio Com-

pliance?

Any Percipio role can access administrative tasks in Percipio Com-

pliance provided they have admin level access in Percipio

Copyright © Skillsoft Ireland Limited - All rights reserved. 24

 Compliance. Percipio Compliance admins can define security levels
for the different Percipio roles, which gives users the ability to access
different administrative tasks.

If a user with a role other than Percipio site admin needs to access the
Percipio Compliance admin interface to perform their designated com-
pliance admin tasks, they must:

1. From the Percipio profile drop-down, select Compliance.

2. From the Compliance profile drop-down, select Administrative

tasks.

Permissions by Role
The tables below list the permissions available to each administrative role. An
X indicates permissions that are on by default, and a C indicates that the per-
mission can be customized for that role. To customize a role, see Role Cus-
tomization. All default permissions can be turned off.

The domain admin role, a specific role for multi-site, has the same per-
missions as the site admin role plus specific multi-site management functions.

The system integrator role must be turned on by your Skillsoft account team.
This role has limited admin capability – users, custom content, and reporting –
but can access the System integration option from the Settings menu allowing
the user to configure SAML, SFTP, and content imports and exports with other
systems in their learning environment.

The custom admin roles use the default permissions of the learning admin
role and have the same customization options as the learning admin role. You
can configure the custom roles different from the learning admin role to create a
unique role for your organization.

The lists are organized by the sections of the Percipio admin menu. Items bol-
ded in blue correspond to options in the interface.

Copyright © Skillsoft Ireland Limited - All rights reserved. 25

 Note: If you change a user's role, the updated permissions show
within minutes for the user without them having to log out.

User Management

Learning
Site Admin + Content Content
Permission Manager
Admin Custom Curator Coordinator
roles

User management

View users x c c

Create
x c c
users

Send a
welcome x c c
email

Edit users x c c

Import mul-
x
tiple users

User attributes

View user
x c
attributes

Create and
assign new
x
user attrib-
utes

Copyright © Skillsoft Ireland Limited - All rights reserved. 26

 Learning
Site Admin + Content Content
Permission Manager
Admin Custom Curator Coordinator
roles

Audience management

cKnown
issue: If
you select
this
option,
you must
View audi- also select
x c
ences the priv-
ilege to
either
Manage
Content or
Manage
Journeys

Create a new
x
audience

Edit an audi-
x
ence

Add an audi-
ence owner
x
to an existing
audience

Add a user to x

Copyright © Skillsoft Ireland Limited - All rights reserved. 27

 Learning
Site Admin + Content Content
Permission Manager
Admin Custom Curator Coordinator
roles

an existing
audience

Associate a
custom chan-
x
nel to an audi-
ence

Delete an
x
audience

Create a
Team Auto- x
mation Rule

Edit a Team
Automation x
Rule

Pause a
Team Auto- x
mation Rule

Resume a
Paused
x
Team Auto-
mation Rule

Copyright © Skillsoft Ireland Limited - All rights reserved. 28

 Content Management

Con-
Learn- Content
Site Man- tent
Permission ing Coordin-
Admin ager Cur-
Admin ator
ator

Manage content
x x c
settings

Areas & subjects

Manage library x c c x c

Create a new cus-

x c c x c
tom area

Edit a custom
x c c x c
area

Delete a custom
x c c x c
area

Create a new cus-

x c c x c
tom subject

Edit a custom sub-

x c c x c
ject

Delete a custom
x c c x c
subject

Channels and Content Items (Hosted SCORM/AICC, Files, External

links)

Manage content x c c x x

Copy a single- x c c x x

Copyright © Skillsoft Ireland Limited - All rights reserved. 29

 Con-
Learn- Content
Site Man- tent
Permission ing Coordin-
Admin ager Cur-
Admin ator
ator

view channel

Edit a single-view
x c c x x
custom channel

Copy a multi-view
x c c x x
channel

Edit a multi-view
x c c x x
channel

Add a language
x c c x x
view

Retire a custom
x c c x x
channel

Upload a SCORM
x c c x x
or AICC package

Edit the
SCORM or x c c x x
AICC package

Edit a package's
x c c x x
player behavior

Replace a
SCORM orAICC pac- x c c x x
kage

Retire a hosted x c c x x

Copyright © Skillsoft Ireland Limited - All rights reserved. 30

 Con-
Learn- Content
Site Man- tent
Permission ing Coordin-
Admin ager Cur-
Admin ator
ator

file

Upload a single
x c c x x
file

Edit the single

x c c x x
file's details

Replace a hosted
x c c x x
file

Retire a hosted
x c c x x
file

Create external
x c c x x
links

Edit external links x c c x x

Retire an external
x c c x x
link

Journeys

xContent
coordin-
Manage journeys ators can
(this includes cre- only save
x c c x
ating, editing, copy- as draft
ing and retiring) and not
select an
audience.

Copyright © Skillsoft Ireland Limited - All rights reserved. 31

 Con-
Learn- Content
Site Man- tent
Permission ing Coordin-
Admin ager Cur-
Admin ator
ator

Live Course (ILT)

Manage ILT
x c c x x
Courses

Manage roster
xwith xwith
Note: learner role
instruct- instruct-
with instructor priv- x x x
or priv- or priv-
ileges can also man-
ileges ileges
age roster

Content Reports

Managed retired
x c c x x
content

All Content Listing

x x x x x
by Collection report

All Content Listing

x x x x x
by Title report

Hidden channels

cCon-
Manage hidden con- figurable
c c x x
tent by Skillsoft
admin only

Social

Review Q&A x c c

Copyright © Skillsoft Ireland Limited - All rights reserved. 32

 Assignments

Site Learning Content Content

Permission Manager
Admin Admin Curator Coordinator

Learning - Assignments

Manage
x x c
assignments

Create a
new assign- x x c
ment

Edit an
x x c
assignment

Copy an
x x c
assignment

Delete an
x x
assignment

Add a
learner to an
x x c
existing
assignment

Send an
assignment
x x c
reminder
email

Copyright © Skillsoft Ireland Limited - All rights reserved. 33

 Communication and Marketing

Site Learning Content Content

Permission Manager
Admin Admin Curator Coordinator

Learning - Content promotions (Banners, images, and strips)

Manage pro-
x c c x c
motions

Create a
x c c x c
Promotion

Edit a Pro-
x c c x c
motion

Reorder
x c c x c
Promotions

Pause or
Resume a x c c x c
Promotion

End a Pro-
x c c x c
motion

External Learning

Site Learning Content Content

Permission Manager
Admin Admin Curator Coordinator

Learning - External Learning

External
x
learning

Copyright © Skillsoft Ireland Limited - All rights reserved. 34

 Analytics

Site Learning Content Content

Permission Manager
Admin Admin Curator Coordinator

Platform

Access the
Overview x x x x c
dashboard

Access the
Program
x c c
Value dash-
board

User reports

Access the
Activity dash- x x x x c
board

Access the
Skills Activity x
dashboard

Access the
Skills Bench-
x x x x x
mark dash-
board

Show Best
x x x x x
Score

Access the
x x x x
Skills Dis-

Copyright © Skillsoft Ireland Limited - All rights reserved. 35

 Site Learning Content Content
Permission Manager
Admin Admin Curator Coordinator

covery dash-
board

Access the
Learner Activ- x x x x c
ity report

Access the
User Listing x x x c c
report

Access the
User Sum- x x x c c
mary report

Access the
Audience
x x x c c
Summary
report

Access the
Executive x x x c c
report

Assignment reports

Access the
Assignments x x x c c
dashboard

Access the
Assignment x x x c c
Summary

Copyright © Skillsoft Ireland Limited - All rights reserved. 36

 Site Learning Content Content
Permission Manager
Admin Admin Curator Coordinator

report

Access the
Assignment
x x x c c
Summary by
User report

Access the
Assignment
x x x c c
Detail by User
report

Content reports

Access the
Content x x x x c
Access report

Access the
Content
insights report
(Not yet avail-
able)

Access the
Skillsoft Con-
x x c x x
tent Status
report

Access the
Content Pro- x c c x c
motion Sum-

Copyright © Skillsoft Ireland Limited - All rights reserved. 37

 Site Learning Content Content
Permission Manager
Admin Admin Curator Coordinator

mary report

Access the
Content Pro-
x c c x c
motion Detail
by User report

Access the All

Content List-
x x x x x
ing by Col-
lection report

Access the All

Content by
x x x x x
Collection
report

Access the
Credentials x x x x c
report

Access the
License Con-
x x x x
sumption
report

Access the
Content Evalu- x c x x
ations report

Access the
x x x c c
Compliance

Copyright © Skillsoft Ireland Limited - All rights reserved. 38

 Site Learning Content Content
Permission Manager
Admin Admin Curator Coordinator

Assignment
Summary by
User report

Channel reports

Access the
Channel Sum- x x x x x
mary report

Access the
Channel Sum-
x x x x c
mary by User
report

Access the
Channel
x x x x c
Detail by User
report

Journey reports

Access the
Journey Sum- x x x x x
mary report

Access the
Journey Sum-
x x x x c
mary by User
report

Access the
x x x x c
Journey

Copyright © Skillsoft Ireland Limited - All rights reserved. 39

 Site Learning Content Content
Permission Manager
Admin Admin Curator Coordinator

Detail by User
report

Reports

Report down-
x x x x c
loads

Settings

Site configuration

Site Learning Content Content

Permission Manager
Admin Admin Curator Coordinator

Set a global
course com- x
pletion score

Set reporting
x
parameters

Specify an
x
internal contact

Set up login
security ques- x
tions

Redirect your
learners to a cor-
x
porate login
screen

Copyright © Skillsoft Ireland Limited - All rights reserved. 40

 Site Learning Content Content
Permission Manager
Admin Admin Curator Coordinator

Specify site
x
login timeouts

Enable features
such as Ask a
Mentor, sharing
content, course
x
feedback, com-
pletion cer-
tificates, and
NASBA settings

Manage custom
x
Digital Badges

Site branding

Site Learning Content Content

Permission Manager
Admin Admin Curator Coordinator

Brand your
site and noti-
fications with
x
a custom
logo and col-
ors

Copyright © Skillsoft Ireland Limited - All rights reserved. 41

Engagement and notifications

Site Learning Content Content

Permission Manager
Admin Admin Curator Coordinator

Set your
organization
x
name for out-
going emails

Set an email
template lan- x
guage

Enable or dis-
able Per-
cipio- x
generated
emails

Enable or dis-
able email x
collection

Enable or dis-
able Digital x
Badges

Enable or dis-
able the
Mobile App
promotion x
links on the
home page
and footer

Copyright © Skillsoft Ireland Limited - All rights reserved. 42

Corporate Policy

Site Learning Content Content

Permission Manager
Admin Admin Curator Coordinator

Create or
edit a Cor- x
porate Policy

Content Providers

Site Learning Content Content

Permission Manager
Admin Admin Curator Coordinator

Add or edit a
course pro- x
vider

System Integration

Site Learning Content Content

Permission Manager
Admin Admin Curator Coordinator

Selecting
x x
content

Percipio Compliance
Each Percipio role maps to a default Compliance role. In order for the Com-
pliance roles to perform administrative tasks, a Percipio site admin must define
security levels for each Compliance role before the user can access Percipio
Compliance and perform administrative tasks. Any Compliance role is not
scoped to the audience owned by that Percipio user.

If a user with a role other than Percipio site admin needs to access the Percipio
Compliance admin interface, they must:

Copyright © Skillsoft Ireland Limited - All rights reserved. 43

 1. From the Percipio profile drop-down, select Compliance.

2. From the Compliance profile drop-down, select Administrative tasks.

Site Learning Content Content

Permission Manager
Admin Admin Curator Coordinator

Access Per-
cipio Com- x
pliance

Create user
attributes for
x
Compliance
emails

Create a New User

You can create and manage user accounts in Percipio using several
approaches. Any combination of approaches can be used together to accur-
ately maintain your Percipio user population. To decide which approach is right
for your organization, see Get Started with Users.

The user login experience depends on the options you choose. See User Login
Experience for details.

To create an individual user (in Percipio)

1. From the Admin menu, click USERS > User Management. The User
Management page displays.

2. Click New User. The New User page displays.

3. Enter the User details.

User profile fields

Copyright © Skillsoft Ireland Limited - All rights reserved. 44

 Field Description

First name of the user.

l Users can download cer-

tificates of completion
First Name
only if this field and the
Last Name field is
entered.

Middle initial of the user. This

Middle Initial displays on certificates of
completion.

Last name of the user.

l Users can download cer-

tificates of completion
Last Name
only if this field and the
First Name field is
entered.

If the user has a suffix such

as junior or PhD., select it
Suffix
from the list. This displays on
certificates of completion.

The user name used to sign

in to Percipio.

l This is a required field

Login Name
and must be unique
within an organization
(if SAML is activated,

Copyright © Skillsoft Ireland Limited - All rights reserved. 45

 Field Description

only the USER ID is

required).

l The Login Name can

only contain alpha-
numeric characters
and/or some special
characters, including:

l @ (at symbol)

l _ (underscore)

l + (plus sign)

l - (hyphen)

l . (period)

The email address must be

unique for each user.

l Users can sign in to Per-

cipio using their email
address instead of their

Email Login Name.

l Email addresses are

not shared with any
third parties per our Pri-
vacy Policy.

l Entering an email

Copyright © Skillsoft Ireland Limited - All rights reserved. 46

 Field Description

address enables Per-

cipio to send your users
password reset emails,
Welcome emails and
reminders, assignment
reminders, new content
offerings, and more.

The ID used to identify a user

inside Percipio.

l This is a required field

and must be a unique
value within an organ-
ization.

l If you do not specify a

User ID, the system
User ID* uses the Login Name by
(External User ID in Bulk default.
Import) l If SAML is activated, the
SAML ID is used for the
User ID.

If you make this value equi-

valent to a user's Microsoft
account email address, then
the user gets automatically
logged in when using MS
Teams.

Copyright © Skillsoft Ireland Limited - All rights reserved. 47

 Field Description

Defines the level of access a

user has within Percipio. See
User Roles User Roles in the
Percipio Knowledge Base for
detailed information about the
different roles available.

For Compliance, user roles

correspond to security levels
defined on the Security Setup
page. See Define Security
Levels for more information.

l Site Admin: Access to

the learner platform and
Role
all administrator func-
tions.

l Learning Admin: Usu-

ally responsible for mul-
tiple teams of users.
Access to the learner
platform, as well as the
reports and dashboards
for audiences assigned
to them (via the Audi-
ence Owner des-
ignation).

l Manager: Usually

Copyright © Skillsoft Ireland Limited - All rights reserved. 48

 Field Description

responsible for a team

of users. Access to the
learner platform, as well
as the reports and dash-
boards for audiences
assigned to them (via
the Audience Owner
designation).

l Content Curator:
Access to the learner
platform, as well as the
library management
and custom content
areas of Percipio
Admin.

l Content Coordinator:
Access to the learner
platform and the custom
content area of Percipio
Admin.

l Learner: Access to the

learner platform only.
This is the default role
for new users.

Determines a user's access

Status
to Percipio.

Copyright © Skillsoft Ireland Limited - All rights reserved. 49

 Field Description

l Active: the user can log

on to the platform. This
is the default status for
newly created users.

l Inactive: the user can’t

log on to the platform.
However, a user's his-
torical activity is
retained.

Password used to access Per-

cipio if your learners are sign-
ing in with their Percipio login
name. If your learners access
Percipio with their network
credentials (SAML/SSO), you
do not need to specify a pass-
word.

The password must be at

Password
least 8 characters long and
must consist of 3 of the fol-
lowing 4 types of characters:

l Lower case letters

l Upper case letters

l Numbers

l Special characters (for

example, !@#$%^&* )

Copyright © Skillsoft Ireland Limited - All rights reserved. 50

 Field Description

If you set a password, we

recommend that you require
the user to change their pass-
word on first-time login.

Optionally, add an Approval

Manager. An approval man-
ager is any active Percipio
user. Users added in the
Approval manager
Approval Manager field have
permission to approve a Live
Course registration request
for the user being added.

4. Select Require this user to change their password during first-time

log in to force the user to change his password when he signs into Per-
cipio for the first time. Entering a value in the Password field auto-
matically selects this feature.

Note: If your users are accessing Percipio directly with their

Percipio login name, and you are sending a welcome email,
we recommend selecting this option. If you specify a pass-
word and send a welcome email without selecting the option
to require password reset, the user will not know their pass-
word for subsequent logins.

Once the user changes his password, this feature automatically turns off
and the check box clears.

Copyright © Skillsoft Ireland Limited - All rights reserved. 51

5. Optionally, select Assign Live Course instructor privileges if this user
is a Live Course instructor and needs to manage the roster for classes
they teach.

6. View the setting for Show a link in the user's profile menu that opens
their Skillsoft Coaching account. This setting is configured by your
Skillsoft Coaching CSM if this user needs access their Skillsoft Coaching
account from their My Profile menu. You can only view the configuration.
If you need to change it for a user, please contact your Skillsoft Coaching
CSM.

7. Optionally, select Send Welcome email, and enter the date and time you
want to send the initial Welcome email.

Note: The date and time are based on your local system set-
tings, not the email recipients' settings.

l The learner must have a status of active and a valid email address
included in the profile to receive the Welcome email.

l If you scheduled a single Welcome email to be sent while uploading

users, you can cancel the email by clearing the option prior to the
scheduled send date.

l Compliance only customers can send Welcome Emails from Per-

cipio Compliance. See Configure Email Notifications for more
information.

8. Select or enter values for user attributes. If you have an attribute that sup-
ports multiple values, you can specify as many values as you need for
each user; there is no limit.

User role note: If you have a user role of learning admin or

manager with the permission to create new users, Percipio

Copyright © Skillsoft Ireland Limited - All rights reserved. 52

 recommends that you choose user attribute values that
assign the user to an audience you own. Click View Audi-
ences to see audience selection criteria. If you create a user
that is not in an audience you own, you cannot see the user
in the user list.

9. Click Create.

The user profile is available in Percipio after the nightly sync, or after the
user logs into the system, whichever comes first.

Edit an Existing User

You can edit your existing users' information using the Edit User page. To edit
multiple users, see Update Existing Users by Bulk Import.

1. From the Admin menu, click USERS > User Management. The User
Management page displays.

2. Locate the user you want to edit.

3. In the Actions column, click > . The Edit User page displays.

4. Modify the information as necessary. For detailed descriptions of the user

fields, see Create a New User.

Note: If you change a user's role, the updated permissions show

within minutes for the user without them having to log out.

Modifying a user's attributes

Adding or removing user attributes from a user's profile can impact that user's
entitlements.

Copyright © Skillsoft Ireland Limited - All rights reserved. 53

 l If you remove a user attribute, the user is removed from any audiences
defined by that attribute. The user also loses access to the content asso-
ciated to the audience.

l If you add a user attribute and an associated value, the user is auto-
matically added to any audiences defined by that attribute and associated
value. The user gains access to the content associated to those new audi-
ences. Upon the next sign in to Percipio, the user consumes a license for
that license pool.

Reactivate a User
You can reactivate inactive users individually, or by using the bulk import fea-
ture.

To reactivate an individual user

1. From the Admin menu, click USERS > User Management. The
User Management page displays.

2. Locate the inactive user you want to reactivate.

3. In the Actions column, click > . The Edit User page displays.

4. In the Status field, select Active.

5. Optionally, select Require this user to change their pass-

word during first-time log in to force the user to change his
password when he signs into Percipio for the first time.

Entering a value in the Password field automatically enables this

feature, which is indicated when the option is selected. Once the
user changes his password, this feature automatically turns off
and the check box clears.

6. Optionally, select the date and time you want to send an initial
Welcome email.

Copyright © Skillsoft Ireland Limited - All rights reserved. 54

 Note: The date and time are based on your local
system settings, not the email recipients' settings.

l The user must have a valid email address included in the

profile to receive the Welcome email.

7. Click Update.

To reactivate multiple users at once

1. From the Admin menu, click USERS > User Management.

2. Click Download List to generate and download a CSV file con-

taining all of your users and their user profile data. Alternatively,
if you have an existing CSV file you wish to import, skip to the
next step.

Note: We recommend you that you prevalidate the

CSV file prior to uploading it. You cannot undo an
import. We suggest that you keep your CSV files at
least one back in case you need to roll back any
changes.

3. Open the downloaded file and remove all columns except for
externalUserID and status. This avoids any accidental over-
writes for other users and data in Percipio.

Optionally, sort your CSV by status.

Copyright © Skillsoft Ireland Limited - All rights reserved. 55

 4. Locate the users you want to reactivate and, in the status
column, change their status to active.

5. Save the CSV file.

6. On the User Management page, click Import.

7. Click the PREVALIDATE tab.

8. Open your saved CSV file and click Prevalidate Users. Percipio
conducts the following checks on the import file:

l File format (CSV)

l Authorized separators: a comma (,) a semicolon (;) and the

Tab function.

l Empty file

l Maximum size

l CSV field values

9. If any errors occur, click Download prevalidation report to and

correct them.

10. Click the IMPORT tab.

11. Click Select a file to browse to your CSV file.

Copyright © Skillsoft Ireland Limited - All rights reserved. 56

 12. Select the date and time you want to send the initial Welcome
email.

Note: The date and time are based on your local

system settings, not the email recipients' settings.

l The user must have a valid email address included in the

profile to receive the Welcome email

13. Click Import.

The file imports, and users update automatically.

14. View the bulk import reports.

Bulk Import Many Users

With Percipio, you can add multiple new users, update existing users, or both
via the Bulk Import feature. Download one of the CSV files on the User List
page to add or update multiple user profiles at once.

Frequently asked questions about importing users

What is my users login experience like?

User login experience depends on your user account creation method

and the options you choose. See User Login Experience for details.

Can I change the date and/or time of my Welcome emails after I've sub-
mitted an import?

Yes, but in order to do this, you must re-import the original CSV file.

Copyright © Skillsoft Ireland Limited - All rights reserved. 57

 To change your Welcome email date and/or time

1. Follow the steps detailed in "Bulk Import Many New Users" on

page 89.

2. Browse to the same file you originally imported.

3. Set the Welcome email date and time to the new date and time.

4. Click Import.

Can I leave CSV fields blank when updating users via bulk import?

Yes. When you update users via bulk import and leave fields blank,
any values associated with that blank field are removed from the user's
profile.

The only fields that do not change when left blank are the newPass-
word and newExternalUserId fields.

We recommend that, when updating existing users, you select Down-

load list instead of Download template. When you download the list,
it includes all current information for all of your user accounts, and is
easier to make deliberate changes to only the required areas.

Can I force users to update passwords using the bulk import?

Yes. In your bulk import file, add a column entitled mustRe-

setPassword (use exact spelling and capitalization). Put the column
anywhere after the loginName and externalUserID columns (A
and B).

For each user who needs to reset a password, specify at least the
user's loginName or externalUserID and then enter Yes in the mustRe-
setPassword column for that user.

Copyright © Skillsoft Ireland Limited - All rights reserved. 58

 Next time the user attempts to sign in, Percipio prompts them to
change their password.

Can I update user passwords using the bulk import?

Yes. In your bulk import file, add a column entitled updatePassword

(use exact spelling and capitalization). Put the column anywhere after
the loginName and externalUserID columns (A and B).

For each user who requires a new password, specify at least the user's
loginName or externalUserID and then enter the new password in the
updatePassword column for that user. You might also want to con-
sider forcing the users to reset their password at this point. For more
details, see "Bulk Import Rules" on page 61.

Percipio does not notify the user of the password change.

Can I change the headers within the template?

No. Headers must match Percipio exactly as they display in the down-
loaded template or list. However, you can remove an entire column.

Can I delete multiple users at once?

No. At this time, there is no functionality to delete users. You can

change user statuses from active to inactive by entering inactive into
their corresponding status column.

Can a user have multiple values for a custom attribute?

Yes for the list attribute type.

If a custom list attribute has the Allow multiple values to be selected for
this attribute option selected, you can specify multiple values for an
individual user by separating each value with a | (pipe) character.

Copyright © Skillsoft Ireland Limited - All rights reserved. 59

How can I retain special characters within attribute values during import-
ing?

If any of your attributes contain special characters, save the import file
as CSV UTF-8 (Comma delimited) (*.csv) to maintain the special
characters during the import.

My attribute values contain commas so using a CSV file does not work
for me, what should I do?

Enclose an attribute value that contains a comma in double quotations

to retain the comma within the attribute value. Continue using a
comma to separate the attribute values.

Example: You have an attribute called Job Title. A value

for a user is Manager, HRIS. The entry for user called
Kelly James in HR in your CSV file might look like:
Kelly, James, "Manager, HRIS", HR

Import Page
Use the Import page to bulk-add new users, bulk-update existing users, or
both, using a CSV file.

Copyright © Skillsoft Ireland Limited - All rights reserved. 60

 1. Import tab: Use this tab to import a populated CSV file.

2. Prevalidate tab: Use this tab to upload and validate a CSV file prior to
importing it. Prevalidating a CSV file allows you to fix any errors prior to
Percipio upload.

3. File selection: Select a CSV file for import or prevalidation.

4. Send bulk Welcome Emails: Available on the Import tab, when selec-
ted, Percipio sends a Welcome email to all active users in the CSV file
that have not yet received one.

5. Most Recent Imports: Displays a snapshot report of the most recent

CSV file imports. See Bulk Import Reports for details.

6. View Report: Click to open a report detailing any errors found during

the prevalidation or import process. See Bulk Import Reports for details.

Bulk Import Rules

Refer to the following rules when uploading a CSV file to Percipio.

Copyright © Skillsoft Ireland Limited - All rights reserved. 61

l For organizations that do not have SAML enabled, the required CSV field
for bulk import is loginName. See the CSV field values table for details.

l For organizations with SAML enabled, the required CSV field for bulk
import is externalUserID. See the CSV field values table for details.

l Imported user profile values must be unique, as defined in the CSV field
values table.

l To update or change an existing user's User ID, enter the new User ID in
the newExternalUserId field.

l If an optional field in the CSV file is empty, Percipio applies the same
default values as when you create a new user.

l If you need to update users passwords, add a column to the bulk template
entitled updatePassword. Specify the new password in this column.
Percipio does not notify the user of the password change. See the Addi-
tional CSV field values table for details.

l If you need to force users to update passwords, add a column to the bulk
template entitled mustResetPassword. Enter a value of Yes in this
column. See the Additional CSV field values table for details.

l The header row of the CSV file that contains the CSV field ID is case sens-
itive. If the capitalization does not match, Percipio ignores that column
during data import. To avoid a case mismatch, a best practice is to down-
load the template as a starting point.

l If a custom list attribute has the Allow multiple values to be selected for
this attribute option selected, you can specify multiple values for an indi-
vidual user by separating each value with a | (pipe) character.

l If any of your attributes contain special characters, save the import file as
CSV UTF-8 (Comma delimited) (*.csv) to maintain the special char-
acters during the import.

Copyright © Skillsoft Ireland Limited - All rights reserved. 62

 l Enclose an attribute value that contains a comma in double quotations to
retain the comma within the attribute value. Continue using a comma to
separate the attribute values.

Example: You have an attribute called Job Title. A value

for a user is Manager, HRIS. The entry for user called Kelly
James in HR in your CSV file might look like:
Kelly, James, "Manager, HRIS", HR

l For user attributes, values must be unique but are not case sensitive.

Example: If you have a user attribute of location with a

value of boston, Percipio reads BOston, BOSTON, and
Boston as the same value, boston.

Download a CSV File

Percipio uses a CSV file to import or update multiple users at once. The file can
be opened in a spreadsheet program (such as Microsoft Excel) and edited dir-
ectly. Prevalidate the CSV file to ensure your file has no errors

To download a CSV file

1. From the Admin menu, click USERS > User Management. The User
Management page displays.

2. Click one of the available links:

l Download Template: A CSV file with only the headers populated.

These headers contain the CSV field values listed below, with any
user attributes your organization has implemented.

l Download List: A CSV file with the same headers described

above, but it also includes all of the user profile data for your organ-
ization's existing Percipio users.

Copyright © Skillsoft Ireland Limited - All rights reserved. 63

CSV fields and accepted values

Note: Security Assertion Markup Language (SAML) is an open

standard that allows identity providers to pass authorization cre-
dentials to service providers. SAML enables Single-Sign On
(SSO), which allows users to use their company credentials to
sign into Percipio.

If any of your attributes contain special characters, save the import file as CSV
UTF-8 (Comma delimited) (*.csv) to maintain the special characters during
the import.

CSV field ID Cor- Description Requirements

respond- (if any)
ing
Percipio
field name

loginName Login *Required field for Maximum

Name non- length 128
SAML organizations

Name used to access

Percipio. This must be
unique within an organ-
ization (if SAML is activ-
ated, only USER ID is
required). The Login
Name can only contain
alphanumeric char-
acters and/or some spe-
cial characters,
including:

Copyright © Skillsoft Ireland Limited - All rights reserved. 64

CSV field ID Cor- Description Requirements
respond- (if any)
ing
Percipio
field name

l @ (at symbol)

l _ (underscore)

l + (plus sign)

l - (hyphen)

l . (period)

extern- User ID *Required field for Maximum

alUserId SAML organizations length 255

The ID used to identify a

user inside Percipio.
This must be a unique
value within an organ-
ization. If you do not spe-
cify a User ID the
system uses the login
name by default. If
SAML is activated, the
SAML ID is used for the
User ID.

If you make this value

equivalent to a user's
Microsoft account email
address, then the user
gets automatically
logged in when using

Copyright © Skillsoft Ireland Limited - All rights reserved. 65

CSV field ID Cor- Description Requirements
respond- (if any)
ing
Percipio
field name

MS Teams.

newEx- <no field in Used only to update an If you enter a

ternalUserId Percipio> existing extern- value in this
alUserID (the ID used column, it is
to identify a user inside ignored if the
Percipio) during bulk row is for a new
import. user.

Enter a value that will

replace the External
User ID for an existing
user.

migrationID <no field in *Optional field

Percipio> Used to link existing
Academy users or Skill-
port Advanced Com-
pliance users to user IDs
within Percipio.

Note: If you have an

older version of the
CSV file without this
column, you must
manually add this as a
new column to your
file. Enter migra-
tionID as the column

Copyright © Skillsoft Ireland Limited - All rights reserved. 66

CSV field ID Cor- Description Requirements
respond- (if any)
ing
Percipio
field name

header, and save the

file prior to uploading it
to Percipio. You can
leave the column
blank.

newPassword Password *Optional At least 8 char-

This field is for new acters plus com-

users only and is the plexity rules

password used to If you specify a

access Percipio. The password, new
password must be at users are auto-
least 8 characters long matically promp-
and consist of 3 of the ted to change
following 4 types of char- their password
acters: on first login
unless you set
l Lower case letters
the mustreset-
l Upper case letters password to
l Numbers NO.

l Special characters If you don't a

(for example, specify a pass-
!@#$%^&* ) word, users
receive a sep-
Note: Use this field to
arate email dur-
set the initial password
ing their first

Copyright © Skillsoft Ireland Limited - All rights reserved. 67

CSV field ID Cor- Description Requirements
respond- (if any)
ing
Percipio
field name

for new users only. Val- login that

ues added to this field prompts them to
for existing users are set a password.
ignored to ensure that
any user-created pass-
words are not over-
written. The value in
this field is not used for
users accessing Per-
cipio via network cre-
dentials (SAML/SSO).

firstName First Name *Optional field Maximum

First name of the user. length 255

Users can download cer-

tificates of completion
only if this field and the
Last Name field is
entered.

lastName Last Name *Optional field Maximum

Last name of the user. length 255

Users can download cer-

tificates of completion
only if this field and the
First Name field is
entered.

Copyright © Skillsoft Ireland Limited - All rights reserved. 68

CSV field ID Cor- Description Requirements
respond- (if any)
ing
Percipio
field name

middleInitial Middle ini- *Optional field

tial Middle initial of the user.
Users see this on cer-
tificates of completion
provided a first and last
name have also been
specified.

suffix Suffix *Optional field

Valid values include: I,

II, III, Esq., Jr., JR, MD,
PhD., and Sr.

Suffix of the user. Users

see this on certificates of
completion provided a
first and last name have
also been specified.

email Email *Optional field Maximum

Used by Percipio to length 255

send email notifications.

The email address must
be unique for each user.
Users can sign into Per-
cipio using their email
address instead of their

Copyright © Skillsoft Ireland Limited - All rights reserved. 69

CSV field ID Cor- Description Requirements
respond- (if any)
ing
Percipio
field name

Login Name.

role Role *Optional field

Defines the level of

access a user has within
Percipio. All user roles
have access to Percipio
Learner.

l site admin:
Access to the
learner platform
and all admin-
istrator functions.

l learning admin:
Usually respons-
ible for multiple
teams of users.
Access to the
learner platform,
as well as the
reports and dash-
boards for audi-
ences assigned to
them (via the Audi-
ence Owner des-
ignation).

Copyright © Skillsoft Ireland Limited - All rights reserved. 70

CSV field ID Cor- Description Requirements
respond- (if any)
ing
Percipio
field name

l manager: Usually
responsible for a
team of users.
Access to the
learner platform,
as well as the
reports and dash-
boards for audi-
ences assigned to
them (via the Audi-
ence Owner des-
ignation).

l content curator:
Access to the
learner platform,
as well as the lib-
rary management
and custom con-
tent areas of Per-
cipio Admin.

l content coordin-
ator: Access to
the learner plat-
form, as well as
the custom con-

Copyright © Skillsoft Ireland Limited - All rights reserved. 71

CSV field ID Cor- Description Requirements
respond- (if any)
ing
Percipio
field name

tent area of Per-

cipio Admin.

l learner: Access to
the learner plat-
form only. This is
the default role for
new users.

If you added custom

roles, enter the exact
name you gave the cus-
tom role.

For a complete descrip-

tion of all roles and their
specific privileges, see
User Roles.

status Status Status determines a

user's access to Per-
cipio.

l active: the user

can log on to the
platform. This is
the default status
for newly created
users.

Copyright © Skillsoft Ireland Limited - All rights reserved. 72

CSV field ID Cor- Description Requirements
respond- (if any)
ing
Percipio
field name

l inactive: the user

can’t log on to the
platform.
However, a user's
historical activity is
retained.

isinstructor Assign Live *Optional field

Course Assigns instructor priv-
instructor ileges to a user so they
privileges can manage a roster for
a class they teach. Val-
ues are not case sens-
itive.

If you want to assign the

user with instructor priv-
ileges, the following val-
ues are acceptable:

l TRUE

l YES

If you do not want to

assign instructor priv-
ileges, the following val-
ues are acceptable:

Copyright © Skillsoft Ireland Limited - All rights reserved. 73

CSV field ID Cor- Description Requirements
respond- (if any)
ing
Percipio
field name

l FALSE

l NO

l leave the field

blank

approvalMan- Approval *Optional field. If the name to

ager Manager Allows you to assign be added to the

one approval manager Approval Man-

to a user. ager field is

being created in
Enter the external user
the current
ID or email address of
import, the field
the manager who can
will be correctly
approve things like Live
populated. If the
Course registration
user to be
requests.
added to the
The approval manager Approval Man-
must have an active ager field does
user account in Percipio. not exist or is
The approval manager not present in
can have any user role. the bulk list, Per-
cipio reports an
error.

jobTitle N/A *Optional field Maximum

Use this field to specify length 255

Copyright © Skillsoft Ireland Limited - All rights reserved. 74

CSV field ID Cor- Description Requirements
respond- (if any)
ing
Percipio
field name

the user's job title. This

is a string field.

directManager N/A *Optional field If the name to

Use this field to specify a be added to the

user's direct HR man- Direct Manager

ager. field is being cre-

ated in the cur-
Enter the external user
rent import, the
ID or email address of
field will be cor-
the HR manager who dir-
rectly pop-
ectly manages this user.
ulated. If the
The direct manager user to be
must have an active added to the Dir-
user account in Percipio. ect Manager
The direct manager can field does not
have any user role. exist or is not
present in the
bulk list, Per-
cipio reports an
error.

wel- Welcome Specifies the language

comeE- email lan- of the Welcome emails
mailLanguage guage (on for each user in your
the organization. Enter the
Engage- value you want to asso-

Copyright © Skillsoft Ireland Limited - All rights reserved. 75

CSV field ID Cor- Description Requirements
respond- (if any)
ing
Percipio
field name

ment & ciate to the user. You

Noti- can find the appropriate
fications value from the list of sup-
page) ported languages.list of
supported languages.

Note: Languages are

not case sensitive
within the CSV file. Dur-
ing import, all lan-
guage values
automatically convert
to lowercase.

If left blank, Percipio

defaults the Welcome
emails to the language
selected in the Email
template language sec-
tion on the Engagement
page.

The specified language

on the CSV file over-
rides the selection on
the Engagement page.

<user attrib- Custom Each custom attribute in Maximum

utes> user attrib- your organization's Per- length 255

Copyright © Skillsoft Ireland Limited - All rights reserved. 76

CSV field ID Cor- Description Requirements
respond- (if any)
ing
Percipio
field name

utes for cipio site has a column. Date types: any

your site Enter the values you valid ISO8601
want to associate to a or RFC2822
user. formatted date
string
Note: Attributes are
not case-sensitive User types: ref-
within the CSV file. Dur- erence email or
ing import, all user externalUserId
attribute values auto- of existing
matically convert to
accounts
lowercase.

l String attributes:
The entered value
must be unique to
each user. See
Create a String
Attribute for
details.

l String
attribute val-
ues retain
their case
("Location" is
considered a
different

Copyright © Skillsoft Ireland Limited - All rights reserved. 77

CSV field ID Cor- Description Requirements
respond- (if any)
ing
Percipio
field name

value than
"location" or
"LOCation").
Date = date
format, and
Percipio user
is the userID

l List attributes:
Ensure existing
List attribute val-
ues in the CSV file
match those in the
attribute's Values
column on the
User Attributes list.

l New values
for List attrib-
utes are only
accepted if
the attribute
is set to
allow the cre-
ation of new
values. See

Copyright © Skillsoft Ireland Limited - All rights reserved. 78

CSV field ID Cor- Description Requirements
respond- (if any)
ing
Percipio
field name

Create a List
Attribute for
details.

l List attrib-
ute values
use the first
instance of a
value for all
subsequent
values
("Location" is
the same as
"location"
and "LOCa-
tion").

l If a custom
list attribute
has the
Allow mul-
tiple values
to be selec-
ted for this
attribute
option selec-
ted, you can

Copyright © Skillsoft Ireland Limited - All rights reserved. 79

CSV field ID Cor- Description Requirements
respond- (if any)
ing
Percipio
field name

specify mul-
tiple values
for an indi-
vidual user
by sep-
arating each
value with a |
(pipe) char-
acter. If you
update exist-
ing values,
you must still
include all
current val-
ues you want
to keep,
along with
any new
ones.

l If you bulk
import to
update exist-
ing user
data, any
items

Copyright © Skillsoft Ireland Limited - All rights reserved. 80

CSV field ID Cor- Description Requirements
respond- (if any)
ing
Percipio
field name

entered in
this field
overwrite
what is cur-
rently spe-
cified. If you
leave the list
field blank,
current val-
ues specified
are
removed.

l Percipio User
attributes: The
entered value
must be either an
existing Percipio
User ID or an
email address.
See Assign a Per-
cipio User Attrib-
ute for details.

l Date Attributes:
The entered date
value can be in

Copyright © Skillsoft Ireland Limited - All rights reserved. 81

CSV field ID Cor- Description Requirements
respond- (if any)
ing
Percipio
field name

any of the fol-

lowing formats;
see Assign a Date
Attribute for
details.

l 2019-
10-31
(this is
pre-
ferred
format)

l 2019-
10-
31T12:-
34:78.-
678Z

l Thurs,
31 Oct
2019
00:18:-
56
+0000

l Thurs,
31 Oct
2019

Copyright © Skillsoft Ireland Limited - All rights reserved. 82

 CSV field ID Cor- Description Requirements
respond- (if any)
ing
Percipio
field name

l 31 Oct
2019

Additional CSV Fields

The fields below do not appear when you download a bulk import template. You
can manually add a column to the bulk import template anywhere after the
loginName and externalUserID columns, if needed. Label the new column
exactly as indicated in the CSV field ID column from the table below.

CSV field ID Cor- Description Notes or

responding Require-
Percipio field ments (if
name any)

mustRe- Require users *Optional field Insert this

setPassword to change their Requires users to column with a
password next reset their password value of NO if
time they login. when signing in. Val- you do not
ues are not case want new
sensitive. users to reset
the password
If you want to require you defined
a user to change her for them.
password, the fol- Insert this
lowing values are column with a
acceptable: value of Yes if
l TRUE you want

Copyright © Skillsoft Ireland Limited - All rights reserved. 83

CSV field ID Cor- Description Notes or
responding Require-
Percipio field ments (if
name any)

l YES existing users

to reset their
l 1
password on
l leave the field
their next
blank
login.
If you do not want to
require a user to
change her pass-
word, the following
values are accept-
able:

l FALSE

l NO

l 0

If the mustRe-
setPassword
column is not
included in your
CSV file:

l New users in
the CSV file
that have a
value specified
in the
newPassword

Copyright © Skillsoft Ireland Limited - All rights reserved. 84

CSV field ID Cor- Description Notes or
responding Require-
Percipio field ments (if
name any)

column will be
required to
change their
password
when they first
sign in (the
newPassword
value is their
temporary
password).

l Existing users
in the CSV file
are not
required to
change their
password.

updatePassword <no field in Per- *Optional field At least 8

cipio> Specify a new pass- characters

word for the user. plus com-

The password must plexity rules

be at least 8 char-
acters long and con-
sist of 3 of the
following 4 types of
characters:

l Lower case let-

Copyright © Skillsoft Ireland Limited - All rights reserved. 85

CSV field ID Cor- Description Notes or
responding Require-
Percipio field ments (if
name any)

ters

l Upper case let-

ters

l Numbers

l Special char-
acters (for
example,
!@#$%^&* )

If you leave the field

blank, the user
retains their existing
password. Percipio
does not notify the
user of the password
change.

If you are resetting

passwords for mul-
tiple users and using
the same password
for all, for security
reasons, add the
mustRe-
setPassword field
to your bulk import
file to force users to

Copyright © Skillsoft Ireland Limited - All rights reserved. 86

 CSV field ID Cor- Description Notes or
responding Require-
Percipio field ments (if
name any)

create their own

password upon sign-
in.

Prevalidate the CSV File

Before importing your users, use the Prevalidate feature to ensure your file is
free from errors and ready for upload. You cannot undo an import. We suggest
that you keep your CSV files at least one back in case you need to roll back any
changes.

1. From the Admin menu, click USERS > User Management. The User
Management page displays.

2. Click Import.

3. Click the Prevalidate tab.

4. Click Select a file to choose the file you want to validate.

5. Click Open.

6. Click Prevalidate Users.

Note: Prevalidation does not import your users from the file.

Percipio conducts the following checks to validate the import file:

l File format is a CSV format

l Commas (,) or tabs can be used as separators

l If the file is empty

Copyright © Skillsoft Ireland Limited - All rights reserved. 87

 l File does not exceed maximum size

l If CSV field values are valid

If any of these validations fail, descriptive error messages display:

7. To correct these errors, click Download prevalidation report to view the

file.

8. A new column at the end of the CSV file details which lines have an error,
and what the error is.

Correct the errors within the CSV file and save it.

Note: Once corrected, remove the error column from your

CSV file and save it. You can then use this file as your
import file.

9. Upload your corrected CSV file using the procedures in Bulk Import Many
New Users.

Copyright © Skillsoft Ireland Limited - All rights reserved. 88

Bulk Import Many New Users
Use the bulk import to add multiple new users into Percipio. To create a single
user, see Create a User. The user login experience depends on the options you
choose. See User Login Experience for details.

Note: We recommend you that you prevalidate the CSV file prior
to uploading it. You cannot undo an import. We suggest that you
keep your CSV files at least one back in case you need to roll
back any changes.

1. From the Admin menu, click USERS > User Management. The User
Management page displays.

2. Select Bulk Import Users.

3. On the IMPORT tab, select the file you want to import. Percipio conducts
the following checks on the import file:

l File format (CSV)

l Authorized separators: a comma (,) and the Tab function.

l Empty file

l Maximum size

l CSV field values

4. Optionally, select the date and time you want to send the initial Welcome
email.

Note: The date and time are based on your local system set-
tings, not the email recipients' settings.

5. Select Import.

6. View the batch import reports.

Copyright © Skillsoft Ireland Limited - All rights reserved. 89

Update Existing Users by Bulk Import
If you want to make a change to multiple users, for example, change them from
active to inactive or populate a new user attribute, you can use the bulk import
feature.

To update a single user, see Edit an Existing User.

Note: We recommend you that you prevalidate the CSV file prior
to uploading it. You cannot undo an import. We suggest that you
keep your CSV files at least one back in case you need to roll
back any changes.

Caution: When a column in the CSV file is left blank, Per-

cipio imports a default value for the associated user pro-
file field or removes existing values from custom
attributes. Prior to uploading a CSV file, we recommend
you delete all blank columns from the file to avoid over-
writing any existing field values.

Creating the CSV file for importing

When creating a CSV file for changing user data, the only columns you need to
specify in the CSV are the externalUserID (the unique user identifier in Per-
cipio) and the columns for which you want to add or change data.

Example: If you want to change a many users from active to inact-

ive, your CSV file can look like this:

Copyright © Skillsoft Ireland Limited - All rights reserved. 90

 When you ensure all other columns are removed from your file,
you avoid any accidental data overwrites.

Updating the data

If you don't know the User ID or are unfamiliar with your user data

The best way to get the externalUserID for each user and exact
column heading titles is to download the current user list.

1. From the Admin menu, click USERS > User Management. The
User Management page displays.

2. Click Download List. A CSV file containing all of your users and
their user profile data downloads.

The downloaded list contains a row for each user and a column for
each user profile and custom user attribute. To update this file with
changes:

1. Sort and filter the columns to group users together. Delete any
rows that contain users you do not want to update.

2. Delete any columns that contain data that you do not want to
update.

Copyright © Skillsoft Ireland Limited - All rights reserved. 91

 3. Update the data in the remaining columns. If you leave a column
blank, Percipio will populate it using system defaults or if it is a
custom attribute, Percipio will remove any existing data. See
CSV fields and accepted values for how to specify data in
columns.

4. Save your file.

If you have the User IDs and are familiar with your user data

If you have a list of user ID's that need to be updated, you can copy
them into the downloaded import template.

1. From the Admin menu, click USERS > User Management. The
User Management page displays.

2. Click Download Template. A CSV file containing all user attrib-

utes downloads.

The downloaded template contains a column for each user profile and
custom user attribute. To create your file for uploading changes:

1. Copy user ID's into the externalUserID field.

2. Delete any columns that you do not want to update.

3. Add data in the remaining columns. If you leave a column blank,

Percipio will populate it using system defaults or if it is a custom
attribute, Percipio will remove any data. See CSV fields and
accepted values for how to specify data in columns.

4. Save your file.

To update many existing users via a bulk import

1. On the Users > User Management page, click Bulk import users.

2. Click the IMPORT tab.

Copyright © Skillsoft Ireland Limited - All rights reserved. 92

 3. Choose the file you want to import and click Open. Percipio conducts the
following checks on the import file:

l File format (CSV)

l Authorized separators: a comma (,) a semicolon (;) and the Tab

function.

l Empty file

l Maximum size

l CSV field values

4. Select the date and time you want to send the initial Welcome email.

Note: The date and time are based on your local system set-
tings, not the email recipients' settings.

5. Click Import.

6. View the bulk import reports.

Bulk Import Reports

Once you import or prevalidate a CSV file, a report generates with the details.

To access the bulk import reports

1. From the Admin menu, click USERS > User Management. The User
Management page displays.

2. Click Import. The Import page displays.

The Most Recent Imports section displays on the Import page.

Copyright © Skillsoft Ireland Limited - All rights reserved. 93

Most recent reports list

1. File name: The CSV file name.

2. Completed: The date and time stamp of the prevalidation or upload.

3. Imported by: Name of the user who prevalidated or imported the file.

4. Error log: Displays if the file has errors or not.

5. Process: Displays the type of process: Prevalidate or Import.

6. # Records: The total number of user records within the file. This is inclus-
ive of both validated and invalidated records.

7. View report: Click to view a detailed report of any errors found during
the prevalidation or upload. This report includes information about the
number of users that were processed and an explanation of any errors by
indicating the row, the field, and an associated error message.

Note: The “row” as indicated in this report does not count

the header (or first row) of your bulk import file. When you

Copyright © Skillsoft Ireland Limited - All rights reserved. 94

 are comparing your CSV file to this error report, take this
into consideration.

Bulk Import Error Messages

These errors can occur when uploading your CSV file.

Note: If a column is not required and it does not match the case of
the header row from the template file, the data in the column is
ignored during bulk import.

CSV field Error mes- Reason Solution

sage

loginName login_ One or more of Check your login names to

name->in- the entered ensure they only contain
valid_ login names is alphanumeric characters
login_ formatted incor- and/or the following spe-
name_ rectly. cial characters:
format
l @ (at symbol)

l _ (underscore)

l + (plus sign)

l - (hyphen)

l . (period)

loginName login_ One or more Ensure all login names are

name- login names no longer than 128 char-
>field_ exceed the acters.
too_long allowed max-
imum character
length.

Copyright © Skillsoft Ireland Limited - All rights reserved. 95

loginName login_ One or more Change the login name to
name- login names are be a unique value within
>field_ already in use Percipio.
not_ in Percipio.
unique
Login names
cannot be
reused.

loginName login_ One or more Change the login name to

name- login names a unique value within Per-
>field_ exist within Per- cipio.
not_ cipio, with dif-
camel_ ferent casing.
case_
Login names
unique
are not case-
sensitive, so
you cannot use
the same name
with different
casing for dif-
ferent users (for
example, the
login name
JohnSmith is
seen as the
same as a login
name of john-
smith).

extern- external_ One or more Change the user ID to a

alUserId id- user IDs are unique value within Per-
cipio.

Copyright © Skillsoft Ireland Limited - All rights reserved. 96

 >field_ already in use
not_ in Percipio.
camel_
User IDs are
case_
not case-sens-
unique
itive, so you
cannot use the
same name
with different
casing for dif-
ferent users (for
example, the
user ID john_
smith is seen as
the same as a
user ID of
John_Smith).

extern- external_ One or more Change the user ID to a

alUserId id- user IDs are unique value within Per-
>field_ already in use cipio.
too_long in Percipio.

User IDs can-

not be reused.

extern- external_ One or more Ensure each user ID is no

alUserId id- user IDs longer than 255 char-
>field_ exceed the acters.
too_long allowed max-
imum character
length.

status status- One or more Check your status column

Copyright © Skillsoft Ireland Limited - All rights reserved. 97

 >must_be_ user statuses to ensure only active or
active_ are not entered inactive is entered on
or_inact- correctly. each line.
ive

role role->is_ One or more Ensure the roles in this

invalid roles is entered column are either site
incorrectly. admin, learning admin,
manager, content cur-
ator, content
coordinator, or learner.

email email->in- One or more Check that your email

valid_ emails addresses are in the fol-
email_ addresses are lowing format:
format not formatted user-specific character(s),
correctly. @ symbol, a case-insens-
itive domain

(example: JohnSmith@ak-
ara.com)

email email- One or more Change the email to a

>field_ emails are unique value within Per-
not_ already in use cipio.
unique in Percipio.

Emails cannot
be reused.

email email- One or more Ensure each email

>field_ emails exceed address is no longer than
too_long the allowed 255 characters.
maximum char-
acter length.

Copyright © Skillsoft Ireland Limited - All rights reserved. 98

newPassword password- One or more do Check your passwords
>at_ not meet the and ensure they meet the
least_8_ minimum char- minimum required length
char- acter length of 8 characters.
acters requirement.

password password- One or more Passwords must be at

>com- passwords do least 8 characters long
plexity_ not meet the and consist of 3 of the fol-
too_low complexity lowing 4 types of char-
requirements. acters:

l Lower case letters

l Upper case letters

l Numbers

l Special characters
(for example,
!@#$%^&* )

firstName first_ One or more Ensure each name is no

name- first names longer than 255 char-
>field_ exceed the acters.
too_long allowed max-
imum character
length.

lastName last_ One or more Ensure each name is no

name- last names longer than 255 char-
>field_ exceed the acters.
too_long allowed max-
imum character
length.

Copyright © Skillsoft Ireland Limited - All rights reserved. 99

 Invalid_ 1. One or 1. Ensure the headers
Header_ more of in your CSV file
Warning the head- match the headers in
ers in the the CSV template
CSV file file. Access the tem-
have plate file on the User
been mod- List page (click
ified and Download Tem-
no longer plate).
match the
2. If you are updating
columns
users, you must have
in the ori-
the externalID
ginal
header in your
CSV tem-
CSV file.
plate.
If you are creating
2. One or new users, you must
more of have the login_
the name and newPass-
required word headers in
headings your CSV file.
are miss-
ing in the
CSV file.

User attrib- attribute One or more Check the specified user

utes name->for- values for the attribute values and enter
bidden_ user attribute only those that exist for
user_ does not exist, your organization.

Copyright © Skillsoft Ireland Limited - All rights reserved. 100

 attrib- and the attrib- If you need an additional
ute_value ute is not set to value for the user attribute,
allow new value contact your Site Admin to
creations. add the value to the user
attribute.

User attrib- attribute One or more of Ensure all attribute values

utes name- the custom are no more than 255 char-
>field_ attribute values acters.
too_long exceed the
allowed max-
imum character
length.

User Attributes
User attributes function as data points for each user account. For example, you
can create a user attribute called Geography and add values such as: Amer-
icas, Europe, and Asia. You assign one value to each user when you create
them.

You use attributes and their values to sort and filter reports and to group users
into audiences. You use audiences when you want to make assignments and
promote content to a specific group of users. You also use audiences to dis-
tribute content licenses to your users. The more user attributes you create, the
more refined your audiences can be.

The ability to have multiple attributes defined for each user provides a great
deal of flexibility, but it also means you must do thorough planning in order to
support your long-term user management strategy.

You can define up to 30 user attributes on your Percipio site.

Copyright © Skillsoft Ireland Limited - All rights reserved. 101

User Attributes list

1. Create User Attribute: Opens the Create Attribute page, where you can
create one of the available attribute types.

2. Attribute Name: A descriptive title for the attribute. An attribute name is

not case sensitive, but it must be unique.

3. Attribute Type: Attributes can be String, List, Percipio User, or Date. For
details about these, see user attribute types and values.

4. Values: Click to view a complete list of values assigned to the attribute.

There is no limit on the number of values you can assign to an attribute.

5. Users with Attributes: The number of individual users who are

assigned to the attribute.

6. Used in Audiences: The number of audiences that have the attribute dir-
ectly assigned to them.

7. Actions: You can edit or delete an attribute, but you can only delete an
attribute if it is not assigned to any audiences. When an attribute is
deleted, the values assigned to individual users are also deleted.

Copyright © Skillsoft Ireland Limited - All rights reserved. 102

Important information about user attributes
l You can define a maximum of 30 user attributes, and attribute values can
only contain text and numbers.

l You select the attribute type when you create a new user attribute.

l If a custom list attribute has the Allow multiple values to be selected for
this attribute option selected, you can specify multiple values for an indi-
vidual user by separating each value with a | (pipe) character.

l After the Allow multiple values to be selected for this attribute option is
selected for a list attribute, that attribute cannot be returned to single
value setting.

l When you edit an attribute, or add the attribute to (and specify a value for)
an audience audience, the content licenses automatically update for
users to give them access to the content available to that audience users
assigned that attribute are added to the audience and inherit current
assignments made to the audience.

l If you use self registration, you can configure each attribute type, except
Percipio user, to display on a self registration page. For each attribute,
you can add display labels in other languages, so when a user's browser
is configured for that language, they see the attribute fields on the self
registration page display in that language.

String Attribute
Use the String attribute if the values you need to create are unique to each user
(for example, an employee ID, a national insurance number, or a specific job
title).

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Using a String attribute (example)

You want to ensure that your employee IDs are captured as part
of your users' data in Percipio.

To do this:

1. Create a String attribute and name it Employee ID.

Once created, the new Employee ID attribute displays on the User

Attributes page, but without any values:

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2.
Add an employee ID for an individual user.

a. On the USERS > User List page, locate the user you want
to edit.

b. In the Actions column, click > . The Edit User page dis-

plays.

c. In the User attributes section, enter the user's employee

ID in the Employee ID attribute field.

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 The entered employee ID becomes a value for the
Employee ID attribute.

d. Click Update.

The User Attributes page updates the Values column:

3.
Add an employee ID for multiple users at once.

a. Download a CSV file of your current users.

b. For each user, in the Employee ID user attribute column,

enter the user's employee ID:

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 Each entry becomes a value of the Employee ID attrib-
ute.

c. Save and import your CSV file to Percipio.

The User Attributes page updates the Values and Users

with Attributes columns:

4. Once you've added values to the attribute, on the User Attributes page,
click the number in the Values column to view all entered values for the
Employee ID String attribute.

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Copyright © Skillsoft Ireland Limited - All rights reserved. 108
Create a String Attribute

Use the String attribute type if your values are unique to each user, or if you
require unlimited values (for example, employee IDs, national insurance num-
bers, or job titles). Values for this attribute are automatically populated based
on data entered within user profiles (via the Create New User page, the Edit
User page, or the Import User page).

1. On the Admin menu, click USERS > User Attributes. The User Attrib-
utes page displays.

2. On the User Attributes page, click New Attribute. The Create User Attrib-
ute page displays.

3. Enter a Name for the attribute.

l This is a required field and must be unique within an organization.

l The field limit is 255 characters.

4. Select String.

5. If you are using self registration and want this attribute to display in a
user's browser language, select the language and specify the Display
Label for that language. If you do not specify a Display label in a user's
language, self registration displays the attribute in English.

6. Click Create. The attribute saves.

Note: To add values to this attribute type, you must create the
value within a user's profile. See Assign a String attribute.

Assign a String Attribute

Because the String attribute values are user-specific (the attribute is assigned
to multiple users, but each value of the attribute can be assigned to a single
user), you must create the value within a user's profile.

Copyright © Skillsoft Ireland Limited - All rights reserved. 109

To assign a String attribute to an individual user

If a new user

1. Click USERS > User Management.

2. Click New User. The Create User page displays.

3. Complete all required fields.

4. In the User Attributes section, locate the String attribute.

5. Enter a value.

6. Click Create. The value is added to the attribute, and the attrib-
ute is assigned to the user.

If an existing user

1. Click USERS > User Management.

2. Locate the user you want to edit.

3. In the Actions column, click > . The Edit User page displays.

4. In the User Attributes section, locate the String attribute.

5. Enter a value.

6. Click Update. The value is added to the attribute, and the attrib-
ute is assigned to the user.

To assign a String attribute to multiple users

If bulk uploading many new users

1. Click USERS > User Management.

2. Click Download Template to download a blank CSV file.

Copyright © Skillsoft Ireland Limited - All rights reserved. 110

 3. Once downloaded, open the CSV file and enter your users' data.
For details about the fields, see Download a CSV File.

4. In the column with the header name that matches your String
attribute, enter a value for each user.

5. Save the CSV file.

6. On the User List page, click Import.

7. Click the PREVALIDATE tab.

8. Click Browse to locate your CSV file.

9. Click Prevalidate users.

10. Fix any errors that may occur. See Bulk Import Error Messages
for details.

11. Click the IMPORT tab.

12. Click Import. The values are added to the attribute, and the attrib-
ute is assigned to the users.

If bulk updating many existing users

1. Click USERS > User Management.

2. Click Download List to download a CSV file containing all of

your users and their profile data.

3. Once downloaded, open the CSV file.

4. Locate the column with the header name that matches your
String attribute.

5. Enter a value for each user.

6. Save the CSV file.

7. On the User List page, click Import.

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 8. Click the PREVALIDATE tab.

9. Click Browse to locate your CSV file.

10. Click Prevalidate users.

11. Fix any errors that may occur. See Bulk Import Error Messages
for details.

12. Click the IMPORT tab.

13. Click Import. The values are added to the attribute, and the attrib-
ute is assigned to the users.

If updating existing users and adding new users at the same time

1. Click USERS > User Management.

2. Click Download List to download a CSV file containing all of

your users and their profile data.

3. Once downloaded, open the CSV file and enter additional new
user data at the bottom of the list.

4. Locate the column with the header name that matches your
String attribute.

5. Enter a value for the attribute in each user row.

6. Save the CSV file.

7. On the User List page, click Import.

8. Click the PREVALIDATE tab.

9. Click Browse to locate your CSV file.

10. Click Prevalidate users.

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 11. Fix any errors that may occur. See Bulk Import Error Messages
for details.

12. Click the IMPORT tab.

13. Click Import. The values are added to the attribute, and the attrib-
ute is assigned to the users.

Once you've assigned the String attribute, return to the User Attributes list
(USERS > User Attributes) and locate it in the list. It now displays the number
of values assigned to the attribute, and when you click that number, a list of all
values for the attribute display.

List Attribute
Use the List attribute if the values you need to create are shared by users (for
example, job roles, office locations, or departments).

You can also use the list attribute to assign multiple values to a user. For
example, you might want to assign a user to more than one location if they split
their time between the two.

You can add as many values as you want to a list attribute, but we recommend
no more than 50 in order to successfully manage the list. If you have more than
50 values, consider using the String type attribute.

Note: Instead of using a list attribute to contain a user's Manager's

email address or name, we recommend that you use the Percipio
User Attribute type. If you use a the Percipio user attribute and
use team automation, the manager will be assigned as the audi-
ence owner.

Copyright © Skillsoft Ireland Limited - All rights reserved. 113

Using a List attribute (example)

Your company has a set of courses contained in a Percipio assign-

ment that all employees in the engineering department must com-
plete. You have other departments in your company that do not
need this assignment, but may require other assignments in the
future.

Segment the engineers into their own audience by first assigning them the
value of a list attribute designated just to engineers, and then using that value
to create an audience. When you create new users in Percipio and assign them
that value, those new users are automatically assigned the audience's assign-
ment.

To do this:

1. Create a List attribute and name it department.

2. Add values to the department attribute, and name them engineering,

HR, sales and finance.

3. Create a new audience and name it Engineering.

4. Select the department user attribute from the drop-down list.

5. Select engineering as the attribute's value.

6. Assign the onboarding assignment to the Engineering audience.

As you add users to your Percipio site, set their department attribute to
engineering. This adds them to the Engineering audience and auto-
matically assigns the engineering assignment to the newly-added users.

Create a List Attribute

Use the List attribute if the values you need to create are shared by users (for
example, job roles, office locations, or departments). You can add unlimited val-
ues to the List attribute.

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1. On the Admin menu, click USERS > User Attributes. The User Attrib-
utes page displays.

2. On the User Attributes page, click New Attribute. The Create User Attrib-
ute page displays.

3. Enter a Name for the attribute.

l This is a required field and must be unique within an organization.

l The field limit is 255 characters.

4. Select List.

5. If you are using self registration and want this attribute to display in a
user's browser language, select the language and specify the Display
Label for that language. If you do not specify a Display label in a user's
language, self registration displays the attribute in English.

6. Optionally, select Authorize direct creation of new values.

l Selected: Allow other admins to create new values for an attribute

when they create a new user or edit an existing user. If selected,
you do not need to specify an attribute value. This setting is helpful
when bulk uploading users with new values, or for Compliance
admins who want to send emails to users' supervisors.

l Not selected: Do not allow other admins to create new values for
an attribute when they create a new user or edit an existing user.
Admins can only select from predefined values when assigning an
attribute to a user. If this is not selected, you must specify at least
one value for the attribute.

7. Optionally, select Allow multiple values to be selected for this attrib-

ute. If you save a list attribute with this feature selected, you can't unse-
lect it.

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 l Selected: Allows a user to have more than one value associated to
this attribute. There is no limit to the number of values you can asso-
ciate to one user.

l Not selected: Default setting. User can only have one value asso-
ciated with the attribute.

8. Create one or more values for the attribute:

a. Enter a name for the value.

b. Click Add Value or press Enter. The value displays in the attribute
list.

c. Repeat as necessary.

9. Select Create.

Assign a List Attribute

To assign a List attribute to a new user

1. Select USERS > User Management.

2. Select New User.

3. Enter the information for the user profile. See Create a New User
for details about these fields.

4. In the User Attributes section, locate the List attribute.

5. Select a value.

l If direct creation of new values is authorized, you can enter

a new value.

l If Allow multiple values to be selected for this attribute is

selected, you can choose to select more than one value.

6. Select Create.

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To assign your List attribute to an existing user

1. Select USERS > User Management.

2. Locate the user you want to edit.

3. In the Actions column, select > . The Edit User page dis-

plays.

4. In the User Attributes section, locate your List attribute.

5. Select a value.

l If direct creation of new values is authorized, you can enter

a new value.

l If Allow multiple values to be selected for this attribute is

selected, you can choose to select more than one value.

6. Select Update.

To assign a List attribute to multiple new users

1. Select USERS > User Management.

2. Select Download Template to download a blank CSV file.

3. Once downloaded, open the CSV file and enter your users' data.
For details about the fields, see Download a CSV File.

4. In the column with the header name that matches your List attrib-
ute, enter an existing value for each user.

l If direct creation of new values is authorized, you can enter

a new value.

l If a custom list attribute has the Allow multiple values to be

selected for this attribute option selected, you can specify

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 multiple values for an individual user by separating each
value with a | (pipe) character.

5. Save the CSV file.

6. On the User List page, select Import.

7. Select the PREVALIDATE tab.

8. Select Browse to locate your CSV file.

9. Select Prevalidate users.

10. Fix any errors that may occur. See Bulk Import Error Messages
for details.

11. Select the IMPORT tab.

12. Select Import.

Assign your List attribute to multiple existing users

1. Select USERS > User Management.

2. Select Download List to download a CSV file containing all of

your users and their profile data.

3. Once downloaded, open the CSV file and locate the column with
the header name that matches your List attribute.

4. Enter an existing value for each user.

l If direct creation of new values is authorized, you can enter

a new value.

l If a custom list attribute has the Allow multiple values to be

selected for this attribute option selected, you can specify
multiple values for an individual user by separating each
value with a | (pipe) character..

Copyright © Skillsoft Ireland Limited - All rights reserved. 118

 5. Save the CSV file.

6. On the User List page, select Import.

7. Select the PREVALIDATE tab.

8. Select Browse to locate your CSV file.

9. Select Prevalidate users.

10. Fix any errors that may occur. See Bulk Import Error Messages
for details.

11. Select the IMPORT tab.

12. Select Import.

Once you've assigned the List attribute, return to the User Attributes list
(USERS > User Attributes) and locate it in the list. It now displays the number
of users assigned to the attribute., You can select the number in the Values
column to see a list of all values for the attribute.

Percipio User Attribute

Use the Percipio User attribute to represent the relationship between two or
more Percipio user IDs that you want validated against the database (for
example the relationship between a manager and his employees, a supervisor
and her employees, an HR partner and an employee, or a mentor and his
mentees).

This attribute can be used in team automation rules to automatically create and
maintain audiences. When you create audiences using the Percipio User attrib-
ute type, Percipio assigns these audiences the Percipio user listed in this attrib-
ute as the owner of the audience.

Copyright © Skillsoft Ireland Limited - All rights reserved. 119

Using a Percipio User attribute (example)

You want to create audiences of users who report to each of your

company's three managers:

l Keira Adler, whose Percipio user ID is k_adler,

l Jane Doe, whose Percipio user ID is j_doe, and

l Pat Smith, whose Percipio user ID is p_smith.

In this example, you want to update all of the users in your com-
pany, so using the Bulk Import feature is the most efficient way to
update.

To do this:

1. Create a Percipio User attribute and name it manager.

2. Download a CSV file of your current users.

3. For each learner, in the manager column, enter the User ID of the user's
manager (k_adler, j_doe, or p_smith).

Each entry becomes a value of the manager attribute. This ensures Per-
cipio validates the user ID of your learners against the user ID of the spe-
cified managers.

4. Save and import your CSV file to Percipio.

5. Create a new audience.

6. Click Add user attributes.

7. In the Attribute drop-down, select manager.

8. In the Attribute values drop-down, select k_adler to create the audience

for Keira Adler, which contains only those learners associated with her
Percipio user ID.

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 9. Click Done. The audience is created and contains only those learners
who report to Keira Adler.

10. Repeat steps 5-9 for the other two managers to create their specific audi-
ences.

Now, if anything changes with any of the users, (such as change job
roles, become inactive within Percipio, or leave the company), you can
update their value from k_adler to another manager’s user ID to easily
update the audiences.

Create a Percipio User Attribute

Use the Percipio User attribute if the values will represent the relationship
between an audience and a Percipio user (for example, a manager, a super-
visor, an HR partner, a division head, or a mentor). Values for this attribute are
automatically populated based on data entered within user profiles (via the
Create New User page, the Edit User page, or the Import User page).

1. On the Admin menu, click USERS > User Attributes. The User Attrib-
utes page displays.

2. On the User Attributes page, click New Attribute. The Create User Attrib-
ute page displays.

3. Enter a Name for the attribute.

l This is a required field and must be unique within an organization.

l The field limit is 255 characters.

4. Select Percipio User.

5. Click Create. The attribute saves.

Note: To add values to this attribute type, you must create the
value within a user's profile. See Assign a Percipio User Attribute.

Copyright © Skillsoft Ireland Limited - All rights reserved. 121

Assign a Percipio User Attribute

Because the Percipio User attribute values are user-specific (the attribute is
assigned to multiple users, but each value of the attribute is typically only
assigned to a single user), you must create the value within a user's profile.

To assign a Percipio User attribute to an individual user

If a new user

1. Click USERS > User Management.

2. Click New User. The Create User page displays.

3. Complete all required fields.

4. In the User Attributes section, locate the Percipio User attribute.

5. Type in a corresponding user ID or email address. (For example,

if the Percipio User attribute is manager, enter the user ID or
email address of the user's manager. The email address must be
associated with the manager's profile in Percipio.) This becomes
a value of the attribute.

6. Click Create. The user ID is added to the attribute, and the attrib-
ute is assigned to the user.

Example
You create a new user named Sarah Bellum. She reports
directly to Kezia Adler (whose user ID within Percipio is
ka_adler), so you want to create an association from
Sarah to Kezia because this association is used when
creating audiences, and you want Sarah to be in Kezia's
audience for assignments and reporting data.

On the Create User page, when creating Sarah's user

Copyright © Skillsoft Ireland Limited - All rights reserved. 122

 profile, you would begin typing her manager's name in
the manager attribute field and select it from the drop-
down.

If an existing user

1. Click USERS > User Management.

2. Locate the user you want to edit.

3. In the Actions column, click > . The Edit User page displays.

4. In the User Attributes section, locate the Percipio User attribute.

Copyright © Skillsoft Ireland Limited - All rights reserved. 123

 5. Type in a corresponding user ID. (For example, if the Percipio
User attribute is manager, enter the user ID of the user's man-
ager.) This becomes a value of the attribute.

6. Click Update. The value is added to the attribute, and the attrib-
ute is assigned to the user.

Example
You edit an existing user named Justin Markham. He
recently moved team and now reports directly to Kezia
Adler (whose user ID within Percipio is ka_adler), so you
want to create an association from Justin to Kezia
because this association is used when creating audi-
ences, and you want Justin to be in Kezia's audience for
assignments and reporting data.

On the Edit User page, when modifying Justin's user pro-

file, you would begin typing his manager's name in the

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 manager attribute field and select it from the drop-down.

To assign a Percipio User attribute to multiple users

If bulk importing many new users

1. Click USERS > User Management.

2. Click Download Template to download a blank CSV file.

3. Once downloaded, open the CSV file and enter your users' data.
For details about the fields, see Download a CSV File.

4. In the column with the header name that matches your Percipio
User attribute, enter an existing, corresponding user ID. (For

Copyright © Skillsoft Ireland Limited - All rights reserved. 125

 example, if the Percipio User attribute is manager, enter the
user ID of the user's manager. The manager must already be set
up in Percipio.) User IDs entered here become values of the
attribute.

5. Save the CSV file.

6. On the User List page, click Import.

7. Click the PREVALIDATE tab.

8. Click Browse to locate your CSV file.

9. Click Prevalidate users.

10. Fix any errors that may occur. See Bulk Import Error Messages
for details.

11. Click the IMPORT tab.

12. Click Import. The values are added to the attribute, and the attrib-
ute is assigned to the users.

If bulk importing many existing users

1. Click USERS > User Management.

2. Click Download List to download a CSV file containing all of

your users and their profile data.

3. Once downloaded, open the CSV file.

4. In the column with the header name that matches your Percipio
User attribute, enter an existing, corresponding user ID. (For
example, if the Percipio User attribute is manager, enter the
user ID of the user's manager. The manager must already be set
up in Percipio.) User IDs entered here become values of the
attribute.

Copyright © Skillsoft Ireland Limited - All rights reserved. 126

 5. Save the CSV file.

6. On the User List page, click Import.

7. Click the PREVALIDATE tab.

8. Click Browse to locate your CSV file.

9. Click Prevalidate users.

10. Fix any errors that may occur. See Bulk Import Error Messages
for details.

11. Click the IMPORT tab.

12. Click Import. The values are added to the attribute, and the attrib-
ute is assigned to the users.

If updating existing users and adding new users at the same time

1. Click USERS > User Management.

2. Click Download List to download a CSV file containing all of

your users and their profile data.

3. Once downloaded, open the CSV file and enter additional new
user data at the bottom of the list.

4. In the column with the header name that matches your Percipio
User attribute, enter an existing, corresponding user ID. (For
example, if the Percipio User attribute is manager, enter the
user ID of the user's manager. The manager must already be set
up in Percipio.) User IDs entered here become values of the
attribute.

5. Save the CSV file.

6. On the User List page, click Import.

Copyright © Skillsoft Ireland Limited - All rights reserved. 127

 7. Click the PREVALIDATE tab.

8. Click Browse to locate your CSV file.

9. Click Prevalidate users.

10. Fix any errors that may occur. See Bulk Import Error Messages
for details.

11. Click the IMPORT tab.

12. Click Import. The values are added to the attribute, and the attrib-
ute is assigned to the users.

Once you've assigned the Percipio User attribute, return to the User Attributes
list (USERS > User Attributes) and locate it in the list. It now displays the num-
ber of values assigned to the attribute, and when you click that number, a list of
all values for the attribute display.

Date Attribute
Use the Date attribute if you want your values to be in a date format (for
example, a hire date, a birth date, or a certification date).

Using a Date attribute (example)

You want to capture the hire date of your users, so that you can
create an audience of all users hired during your organization's
fiscal year.

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To do this:

1. Create a Date attribute and name it Hire Date.

Once created, the new Hire Date attribute displays on the User Attrib-
utes page, but without any values:

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2.
Add a Hire Date for an individual user.

a. On the USERS > User Management page, locate the user

you want to edit.

b. In the Actions column, click > . The Edit User page dis-

plays.

c. In the User attributes section, in the Hire Date attribute

field, click .

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 d. Select a date from the calendar.

The selected date becomes a value for the Hire Date

attribute.

e. Click Update.

The User Attributes page updates the Values column:

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3.
Add a Hire Date for multiple users at once.

a. Download a CSV file of your current users.

b. For each user, in the Hire Date user attribute column,

enter the user's hire date in one of the approved formats:

Each entry becomes a value of the Hire Date attribute.

c. Save and import your CSV file to Percipio.

The User Attributes page updates the Values and Users

with Attribute columns:

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 4. Create a new audience and name it FY2019 Hires.

5. In the Define your audience section, click Add user attributes.

6. Select Hire Date user attribute from the Attribute 1 drop-down list.

7. Select Between from the Operator drop-down list.

8. Enter a start date of the first day of your organization's fiscal year (for this
example, we use 01/01/2019).

9. Enter and end date of your organization's fiscal year (for this example, we
use 12/31/2019).

10. Click Done.

11. Click Create Audience. You can now create assignments for all users
hired during your organization's specified fiscal year.

Create a Date Attribute

Use the Date attribute type if you want to identify users by specific dates (for
example, hire date, birth date, or certification date). Values for this attribute are
automatically populated based on data entered within user profiles (via the
Create New User page, the Edit User page, or the Import User page).

Copyright © Skillsoft Ireland Limited - All rights reserved. 133

 1. On the Admin menu, click USERS > User Attributes. The User Attrib-
utes page displays.

2. On the User Attributes page, click New Attribute. The Create User Attrib-
ute page displays.

3. Enter a Name for the attribute.

l This is a required field and must be unique within an organization.

l The field limit is 255 characters.

4. Select Date.

5. If you are using self registration and want this attribute to display in a
user's browser language, select the language and specify the Display
Label for that language. If you do not specify a Display label in a user's
language, self registration displays the attribute in English.

6. Click Create. The attribute saves.

Note: To add values to this attribute type, you must create the
value within a user's profile. See Assign a Date Attribute.

Assign a Date Attribute

Values for this attribute are automatically populated based on data entered
within user profiles (via the Create New User page, the Edit User page, or the
Import User page).

To assign a Date attribute to an individual user

If a new user

1. Click USERS > User Management.

2. Click New User.

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 3. Enter the information for the user profile. See Create a New User
for details about these fields.

4. In the User Attributes section, locate your Date attribute.

5. In the value field, click .

6. Select the date you want associated with the user.

7. Click Create.

If an existing user

1. Click USERS > User Management.

2. Locate the user you want to edit.

3. In the Actions column, click > . The Edit User page displays.

4. In the User Attributes section, locate your Date attribute.

5. In the value field, click .

6. Select the date you want associated with the user.

7. Click Update.

To assign a Date attribute to multiple users

Examples of acceptable formats for the bulk import CSV file include:

l 2019-10-31 (this is preferred format)

l 2019-10-31T12:34:78.678Z

l Thurs, 31 Oct 2019 00:18:56 +0000

l Thurs, 31 Oct 2019

l 31 Oct 2019

If bulk uploading many new users

Copyright © Skillsoft Ireland Limited - All rights reserved. 135

 1. Click USERS > User Management.

2. Click Download Template to download a blank CSV file.

3. Once downloaded, open the CSV file and enter your users' data.
For details about the fields, see Download a CSV File.

4. Locate the column with the header name that matches your Date
attribute.

5. Enter a date in the attribute's row. Examples of acceptable

formats include:

l 2019-10-31 (this is preferred format)

l 2019-10-31T12:34:78.678Z

l Thurs, 31 Oct 2019 00:18:56 +0000

l Thurs, 31 Oct 2019

l 31 Oct 2019

6. Save the CSV file.

7. On the User List page, click Import.

8. Click the PREVALIDATE tab.

9. Click Browse to locate your CSV file.

10. Click Prevalidate users.

11. Fix any errors that may occur. See Bulk Import Error Messages
for details.

12. Click the IMPORT tab.

13. Click Import. The values are added to the attribute, and the attrib-
ute is assigned to the users.

If bulk updating many existing users

Copyright © Skillsoft Ireland Limited - All rights reserved. 136

 1. Click USERS > User Management.

2. Click Download List to download a CSV file containing all of

your users and their profile data.

3. Once downloaded, open the CSV file.

4. Locate the column with the header name that matches your Date
attribute.

5. Enter a date in the attribute's row. Examples of acceptable

formats include:

l 2019-10-31 (this is preferred format)

l 2019-10-31T12:34:78.678Z

l Thurs, 31 Oct 2019 00:18:56 +0000

l Thurs, 31 Oct 2019

l 31 Oct 2019

6. Save the CSV file.

7. On the User List page, click Import.

8. Click the PREVALIDATE tab.

9. Click Browse to locate your CSV file.

10. Click Prevalidate users.

11. Fix any errors that may occur. See Bulk Import Error Messages
for details.

12. Click the IMPORT tab.

13. Click Import. The values are added to the attribute, and the attrib-
ute is assigned to the users.

If bulk updating existing users and adding new users at the same time

Copyright © Skillsoft Ireland Limited - All rights reserved. 137

 1. Click USERS > User Management.

2. Click Download List to download a CSV file containing all of

your users and their profile data.

3. Once downloaded, open the CSV file and enter additional new
user data at the bottom of the list.

4. Locate the column with the header name that matches your Date
attribute.

5. Enter a date in the attribute's row. Examples of acceptable

formats include:

l 2019-10-31 (this is preferred format)

l 2019-10-31T12:34:78.678Z

l Thurs, 31 Oct 2019 00:18:56 +0000

l Thurs, 31 Oct 2019

l 31 Oct 2019

6. Save the CSV file.

7. On the User List page, click Import.

8. Click the PREVALIDATE tab.

9. Click Browse to locate your CSV file.

10. Click Prevalidate users.

11. Fix any errors that may occur. See Bulk Import Error Messages
for details.

12. Click the IMPORT tab.

13. Click Import. The values are added to the attribute, and the attrib-
ute is assigned to the users.

Copyright © Skillsoft Ireland Limited - All rights reserved. 138

Once you've assigned the Date attribute, return to the User Attributes list
(USERS > User Attributes) and locate it in the list. It now displays the number
of values assigned to the attribute, and when you click that number, a list of all
values for that Date attribute display.

Copyright © Skillsoft Ireland Limited - All rights reserved. 139

Audience Management
Audiences are a powerful tool for managing learning in Percipio. An audience is
a subset of your user population that you define. For each audience you can
manage the allocation of licenses, create content assignments, and filter
reports.

Audiences can represent a broad segment of your population (for example,

everyone in the same business unit or geographic region) or they can be nar-
row (for example, everyone on a team that shares the same manager). Audi-
ences can be used to represent a new hire class or a group targeted for
leadership development training.

There is no limit to the size of your audiences or the number of audiences that
you can create in Percipio.

When you create an audience defined by a user attribute, the users in the audi-
ence update dynamically based on the value of the user attribute for each user.

Copyright © Skillsoft Ireland Limited - All rights reserved. 140

Audience Management page

1. Team Automation: Click to access the team automation, which auto-

matically creates multiple audiences (called team audiences) using a set
of rules based on user attribute values.

2. Download Audience List: Click to download a CSV file containing

details for each audience, including the audience name, how many users,
audience owner, date last modified, who last modified the audience rule,
and how many custom channels are associated with the audience.

3. Create Audience: Click to create a new audience.

4. Active Users: An at-a-glance view at the number of active users across

your site.

5. Audiences: The number of audiences on your site.

Copyright © Skillsoft Ireland Limited - All rights reserved. 141

 6. User Attributes: The total number of user attributes for your site.

7. Audience list: Information and actions for all of your audiences.

l AUDIENCE NAME: The name of the audience.

l USERS: The total number of all users (active and inactive) within
the audience. Select to see the audience members.

l AUDIENCE OWNERS: Audience owners must have a user role of

Learning Admin or Manager. Not all audiences need owners. Own-
ers have the ability to run reports on users in their audience and in
some cases make assignments.

l DATE MODIFIED: The date the audience definition was last mod-
ified.

l MODIFIED BY: The first and last name of the user who made the
last modification.

l CUSTOM CHANNELS:The number of custom channels asso-

ciated to the audience. Select the number to see which channels
are associated to that audience.

l ACTIONS: You can edit or delete an existing audience, unless it is

the All Users audience.

Frequently asked questions about Audience Management

What is the difference between an audience and a team audience?

An audience is created by an admin when they select Create Audi-

ence. Admins can add users by selecting either user attribute values
or individual users. The admin can optionally select an audience
owner who does not share user attribute values with members of the
audience.

A team audience is an automatically-created audience based solely

on user attribute values. If the attribute value is a Percipio user, the

Copyright © Skillsoft Ireland Limited - All rights reserved. 142

 user automatically becomes the audience owner. Team audiences are
created using team automation, which sets up multiple audiences at
once based on a set of rules. Once you create these rules, Percipio cre-
ates the team audiences and updates them each time it detects a
change to the rule data (new users, updates to existing users, or
changes to user attribute values).

Both audiences update automatically if defined by user attribute val-

ues.

What's an audience owner?

An audience owner is a user with the role of Manager or Learning

Admin assigned to one or more audiences. The Manager or Learning
Admin can access analytics about how users in their audience engage
with Percipio. Owners who are Learning Admins can also create, edit,
and manage assignments for users in their audiences. When an owner
is added to or removed from an audience, Percipio may send them an
email notification.

Why can only users with the Manager or Learning Admin roles be audi-
ence owners?

By default, Site Admins already have access to the reports, dash-

boards, and assignments of all audiences.

Managers usually manage small teams and can view some reports
and dashboards for their audiences, to view insights as to how their
team members engage with Percipio.

Learning Admins usually manage larger, cross-functional teams and

can view the same reports and dashboards as Managers, but they can
also manage assignments for their audiences.

Copyright © Skillsoft Ireland Limited - All rights reserved. 143

 Content Curators and Content Coordinators only manage content-
related tasks in Percipio Admin.

Learners do not have access to Percipio Admin.

What is the difference between the default roles of Manager and Learn-
ing Admin?

Managers can access some dashboards and reports for their audi-
ences.

Learning Admins can access the same dashboards and reports for
their audiences and have assignment privileges for their audiences.

Can I add an audience owner to the All Users audience?

Yes.

You might want to add a user with a manager or learning admin role as
an owner for All Users and then customize the role to just include
reporting options. Doing this gives you a reporting only admin role for
all Percipio users in your organization.

How can I work with audience owner email notifications?

Audience owner emails are sent when owners are added or removed.
Read more in Audience Owner Emails.

Individual Audiences
An audience is a subset of your user population that you define. For each audi-
ence you can manage the allocation of licenses, create content assignments,
and filter reports. You can manually set up an individual audience using the
Audience Management page.

Copyright © Skillsoft Ireland Limited - All rights reserved. 144

There is no limit to the size of or the number of audiences that you can create in
Percipio.

Note: To create multiple team audiences using automation, see

Team Automation.

Create a New Audience

An audience is a subset of your user population that you define. For each audi-
ence you can manage the allocation of licenses, create content assignments,
and filter reports.

Audiences are created in Percipio.

Before you create your audiences, review About Attributes and Audiences.

1. From the Admin menu, select USERS > Audience Management.

2. Select Create Audience. The Create Audience page displays.

3. Enter the audience details.

a. Enter an audience name.

b. Optionally, select the audience owners.

Note: Audience owners are not available in Percipio

Compliance.

What's an audience owner?

An audience owner is a user with the role of Manager

or Learning Admin assigned to one or more audi-
ences. The Manager or Learning Admin can access
analytics about how users in their audience engage
with Percipio. Owners who are Learning Admins can
also create, edit, and manage assignments for users

Copyright © Skillsoft Ireland Limited - All rights reserved. 145

 in their audiences. When an owner is added to or
removed from an audience, Percipio may send them
an email notification.

Why can only users with the Manager or Learning Admin

roles be audience owners?

By default, Site Admins already have access to the

reports, dashboards, and assignments of all audi-
ences.

Managers usually manage small teams. They can

view some reports and dashboards for their audi-
ences.

Learning Admins usually manage large teams.

They can view the same reports and dashboards as
Managers, and they can also manage assignments
for their audiences.

Content Curators and Content Coordinators only

manage content-related tasks in Percipio Admin.

4. Define your audience by specifying user attributes, adding individual

users individually or in bulk, or both:

Specify user attributes.

a. Select Add user attributes.

b. Select the user attributes and values for the audience.

You have the option to select either Equals or Does not

equal when choosing to include or exclude users. Some-

Copyright © Skillsoft Ireland Limited - All rights reserved. 146

 times it may be easier to exclude one or two values, than to
include 35.

c. Optionally, select Add user attribute rule if you need to

further refine your audience with additional attributes. If
you specify more than one attribute, the user must meet all
conditions to be included in the audience.

d. Repeat for additional user attributes and values.

e. When you are done adding all attributes, select Done.

The following rules apply when composing an audience based

on user attributes:

l If you have only one rule where the condition is Equals, at

least one of the user values has to match one of the rule val-
ues for the user to be included in the audience. Said
another way, if the user does not have any values that
match the Equals value, they are not included in the audi-
ence.

l If you have only one rule where the condition is Does not
equal, the user must have any values other than the val-
ues defined in the rule to be included in the audience. Said
another way, if the user has at least one value that
matches the Does not equal value, they are not included in
the audience.

l If you have more than one rule defined, the user must meet
the condition of both individual rules to be included in the
audience.

Add individual users.

Copyright © Skillsoft Ireland Limited - All rights reserved. 147

 a. Select Add individual users.

b. Enter a user name, user email, first name, or last name in

the search field. All active users containing the search term
(s) display. You cannot add inactive users to new audi-
ences.

c. Locate the active user in the list.

d. Select .

e. Repeat for additional users.

f. Select Add to audience.

Bulk add individual users.

Before selecting to Bulk add individual users, you must create a

single column CSV file with the users' data. This file must be less
than 10,000 users and no bigger 500 KB.

a. Enter one of the following in the header row of the CSV file
exactly as shown:

l email

l loginName

l externalUserId

b. Populate the remaining 9,999 rows with the unique user

identifier matching what you specified in the header row.
For example, if you specified email in the header row, enter
each user's email address, one email address in each row
for each user you want to add to the audience.

c. Save the CSV file. Ensure it is under 500 KB.

Copyright © Skillsoft Ireland Limited - All rights reserved. 148

 To bulk add users with your CSV file:

a. Select Bulk add individual users.

b. Select Select a file. Choose your newly created CSV file.

c. Select Get users. This step pre-validates your CSV file to

ensure you are only adding users who have an active
account in Percipio. Percipio identifies if a user does not
have a Percipio account or is not active. Update your CSV
file and try again.

d. When Percipio detects no errors, select Add users(s). The

users get added to the audience individually.

5.
Optionally, select the custom channels you want to associate with
this audience.

Associating a custom channel to an audience entitles the users

within the audience to the content. If you remove a user from the
audience, she loses access to the channel's content (if she does
not have access to the specific content from any other audience
associations). Adding users to the audience automatically
entitles them to the content.

a. In the Content association section, select Associate cus-

tom channels.

b. Either browse the list or enter a search term to locate the

custom channel you want to associate to your audience.

c. Select for each custom channel you wish to associate

to your audience.

d. Select Associate to audience.

Copyright © Skillsoft Ireland Limited - All rights reserved. 149

 Note about Assignments: If a user is removed
from an associated audience and content within
the custom channel is included in one or more of
theiir assignments, the assignment remains on
the Assignments page only if it is in an In Pro-
gress or Completed status, or if it contains con-
tent entitled to them via another audience
association. Any content within the assignment
that they are no longer entitled to displays as
unavailable, and the assignment cannot be com-
pleted.

Important information about associating custom chan-

nels with an audience

l Associating a custom channel with an audience

entitles the users within that audience to the channel's
content.

l Adding users to the associated audience at any time

entitles them to the channel's content.

l If users do not have access to the content within the

custom channel via any other audience association,
and you remove users from the custom channel audi-
ence, the users immediately lose entitlement and can
no longer view the content.

6. Select Create Audience.

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Edit an Audience
You can edit an audience's name, owners, and users. Prior to modifying users,
see Important information about audience modification and assignments
below.

To edit an audience

1. From the Admin menu, select USERS > Audience Management.

2. Locate the audience you wish to edit .

3. In the ACTIONS column,select > Edit. The Edit Audience page dis-

plays.

4. Modify the audience name.

CAUTION: If you change the name of an audience,

and that audience has assignments made to it, all
users that have not started the assignment will get
an assignment email notification with a revised due
date.

5. Optionally, select the audience owners.

Audience owners must have a user role of Learning Admin or Manager.

Not all audiences need owners. Audience owners may receive an email
notification when they are added or removed.

6. Modify your audience definition. To assist you in your modifications, you

see the current user attributes and users included and excluded from the
audience. You also see the total number of users in the audience. You
can add or remove either user attributes or individual users. Percipio
recalculates the total number of users in your audience based on your
new selections.

Copyright © Skillsoft Ireland Limited - All rights reserved. 151

 l
To add user attributes

Any user attributes you add to your existing selection act

as an AND. Users need to meet all attribute conditions to
be included in the audience. User attributes do not apply to
individual users added to the audience.

a. Select Add user attributes.

b. Select the user attributes and values for the audi-

ence.

You have the option to select either Equals or Does

not equal when choosing to include or exclude
users. Sometimes it may be easier to exclude one or
two values, than to include 35.

c. Optionally, select Add user attribute rule if you

need to further refine your audience with additional
attributes. If you specify more than one attribute, the
user must meet all conditions to be included in the
audience.

d. Repeat for additional user attributes and values.

Copyright © Skillsoft Ireland Limited - All rights reserved. 152

 e. When you are done adding all attributes, select
Done.

The following rules apply when composing an audience

based on user attributes:

l If you have only one rule where the condition is

Equals, at least one of the user values has to match
one of the rule values for the user to be included in
the audience. Said another way, if the user does not
have any values that match the Equals value, they
are not included in the audience.

l If you have only one rule where the condition is Does

not equal, the user must have any values other than
the values defined in the rule to be included in the
audience. Said another way, if the user has at least
one value that matches the Does not equal value,
they are not included in the audience.

l If you have more than one rule defined, the user must
meet the condition of both individual rules to be
included in the audience.

l
To add individual users.

a. Select Add individual users.

b. Enter a user name, user email, first name, or last

name in the search field. All active users containing
the search term(s) display. You cannot add inactive
users to new audiences.

c. Locate the user in the list.

Copyright © Skillsoft Ireland Limited - All rights reserved. 153

 d. Select .

e. Repeat for additional users.

f. Select Add to audience.

l
To remove attributes or users

a. Select next to the users and/or user attribute rules

you wish to remove from the audience definition. If

there are more users than what displays:

i. Select Add individual users.

ii. Select the Selected users tab.

iii. Select the checkmark to unselect all users

that should no longer be in the audience. The

user is immediately removed from the list.

iv. Select Add to audience to save your changes.

7. Select Update Audience.

Important information about audience modification and assignments

If you change the name of an audience, and that audience has assignments
made to it, all users that have not started the assignment will get an assignment
email notification with a revised due date.

Scheduled assignments have a Start Date in the future. When you add a user
to an audience with a Scheduled assignment, the assignment displays on the
user's Assignment page on the Start Date.

In Progress assignments have a Start Date in the past. When you add a user
to an audience after the Start Date, the user receives an email notification and
the assignment displays on their Assignment page.

Copyright © Skillsoft Ireland Limited - All rights reserved. 154

The time to complete the assignment depends on how you configured the
assignment. If you configured the assignment with a fixed date, the user sees
the fixed date, which could be past due. If you configured the assignment with
number of days, the user has the same number of days as all other users to
complete the assignment.

Example:
An assignment has the Number of days to complete set
to 30 and a Start Date of September 1.
Jane Doe was part of the original audience, so the assign-
ment started for her on September 1st. Jane's due date is
September 30th.
John Doe was added to the audience on September 4th,
four days after the assignment's Start Date. John's due date
is four days later, on November 4th.

Add an Audience Owner to an Existing Audience

You can add an audience owner to your audience at any time.

What's an audience owner?

An audience owner is a user with the role of Manager or Learning

Admin assigned to one or more audiences. The Manager or Learning
Admin can access analytics about how users in their audience engage
with Percipio. Owners who are Learning Admins can also create, edit,
and manage assignments for users in their audiences. When an owner
is added to or removed from an audience, Percipio may send them an
email notification.

1. From the Admin menu, click USERS > Audience Management.

2. Locate the audience to which you want to add an owner.

Copyright © Skillsoft Ireland Limited - All rights reserved. 155

 3. In the ACTIONS column, click > . The Edit Audience page displays.

4. In the Audience owners field, enter the name of the user you want to
assign as the audience's owner.

Note: You can enter more than one user to be an audi-

ence's owner, but the user must have a user role of Learning
Admin or Manager.

5. Click Update Audience to save your changes. Audience owners may

receive an email notification when they are added or removed.

Add a User to an Existing Audience

You can add a user to an existing audience. Prior to modifying users, see
Important information about audience modification and assignments below.

1. From the Admin menu, click USERS > Audience Management.

2. Locate the audience you want modify.

3. In the ACTIONS column, click > . The Edit Audience page displays.

4. In the Audience definition section, click Add individual users. The Add
users page displays.

5. Enter a user name, user email, first name, or last name in the search field.
All active users containing the search term(s) display. You cannot add
inactive users to new audiences.

6. Locate the user in the list.

7. Click .

8. Repeat for additional users.

9. Click Add to audience. The Edit Audience page displays with the added
user(s).

10. Click Update Audience.

Copyright © Skillsoft Ireland Limited - All rights reserved. 156

Important information about audience modification and assignments

Scheduled assignments have a Start Date in the future. When you add a user
to an audience with a Scheduled assignment, the assignment displays on the
user's Assignment page on the Start Date.

Assignments can be set with either a fixed due date or a number of days to com-
plete.

If you choose a fixed due date, everyone in the assigned audience must com-
plete the assignment on that date no matter when they get added to the audi-
ence.

If you choose a number of days to complete, then whenever a user gets added
to an assigned audience, they have that many days to complete it. The com-
pletion date could be different for different users depending on when they
received the assignment.

Example:
An assignment has the Number of days to complete set to 30
and a Start Date of September 1.
Jane Doe was part of the original audience, so the assignment
started for her on September 1st. Jane's due date is September
30th.
John Doe was added to the audience on September 4th, four
days after the assignment's Start Date. John's due date is four
days later, on October 4th.

Team Automation
Team automation automatically creates multiple audiences (called team audi-
ences) using a set of rules based solely on user attribute values.

When Percipio detects a change within the rule data, it creates new team audi-
ences for you during the daily job run. These run every day at 7:00 pm ET from
the US data center and 4:15 am UTC from the EU data center. If a new attribute

Copyright © Skillsoft Ireland Limited - All rights reserved. 157

is added after that time (either manually or as the result of a scheduled data
feed), then audiences with that attribute are not created until the following day's
job run.

Team automation simplifies the process of creating multiple audiences and

assigning audience owners in Percipio. Use team audiences to:

l automatically assign team owners (Learning Admins and Managers) to

your learners.

l When you select to define an audience using the Percipio User

Attribute type, each audience is owned by the user defined in the
Percipio user attribute. You can also add other users to be owners
for all audiences created by the rule. For example, if you want all
your managers to own the audience with their direct reports and
also have an HR representative to see all of those audiences,
define a team automation rule using the Percipio User Attribute type
that has the manager name as values in it, and then add the HR rep-
resentative to the rule definition.

l If you use the Percipio list type to define the audience, you can spe-
cify at least one user to be the owner of all audiences created. This
selection does not allow each audience to have a different owner

Copyright © Skillsoft Ireland Limited - All rights reserved. 158

 unless you assign the owner manually after the audience has been
created.

l filter reports

l create assignments

Note: To create a single audience that does not automatically

update, see Individual Audiences.

Frequently asked questions about team automation

Why use team automation?

You can quickly create multiple audiences and keep them updated
automatically. You can also automatically assign those audiences to
one or more audience owners in Percipio. Audience owners (both Man-
agers and Learning Admins) can access team analytics and, if the
owner is a Learning Admin, they can create assignments for their audi-
ences.

What is a team audience?

A team audience is one that is created using the team automation pro-
cess in Percipio. It automatically generates based on rules; for pro-
cedures, see Create a Team Automation Rule.

How do team audiences work?

l When you select a Percipio User attribute, each value generates

an audience, and that Percipio user is automatically set as the
audience owner.

Copyright © Skillsoft Ireland Limited - All rights reserved. 159

 l When you select a List attribute, each value generates an audi-
ence. You can then assign one or more owners to all of these
audiences at once.

Can I delete a team automation rule?

No, you cannot delete a rule once it's created. To stop a rule from run-
ning, and therefore stop team audience creation and updating, you
can pause a rule. See Pause a Team Automation Rule for procedures.

When are the team audiences created?

Daily jobs run every day at 7:00 pm EST. If a new attribute is added
after that time (either manually or as the result of a scheduled data
feed), then audiences with that attribute are not created until the fol-
lowing day's job run.

My organization uses Percipio Compliance. Do team audiences auto-

matically populate in Compliance Administrator the same way audi-
ences do?

No. Team audiences are not designed for use with Percipio Com-
pliance, as they do not automatically populate in Compliance Admin-
istrator. If you need an audience that is created via team automation
for Percipio Compliance, you must manually recreate it in Percipio
using the Create a New Audience procedure. For more information
about how audiences work within Compliance, see About Compliance
Audiences and Users.

Copyright © Skillsoft Ireland Limited - All rights reserved. 160

Create a Team Automation Rule

1. From the Admin menu, click USERS > Audience Management.

2. Click Team Automation. The Team Automation page displays.

3. Click Create team automation rule. The Create Team Automation Rule
page displays.

4. Enter an Audience rule name.

5. Select a user attribute. Only Percipio User and List attributes display in
the drop-down list.

l If you select a Percipio User attribute, each value (which is a Per-

cipio user) generates a team audience and that Percipio user is
automatically set as the audience owner. This sets up multiple audi-
ences each with different audience owners. To add at least one
user as owner for all audiences created by this rule, see additional
audience owners.

l If you select a List attribute, each value generates a team audience.

This selection does not allow each audience to have a different
owner unless you assign the owner manually after the audience has
been created. To add at least one user as owner for all audiences
created by this rule, see additional audience owners.

Note: Once you select an attribute, the number of attribute

values display. This is how many team audiences Percipio
creates once you run this rule.

6. Optionally, you can change the Team audience name prefix. By default,
this automatically populates as the same name as the selected user attrib-
ute.

7. Optionally, you can add additional audience owners. Enter a Percipio

user name. Only users with a role of Manager or Learning Admin are

Copyright © Skillsoft Ireland Limited - All rights reserved. 161

 eligible to be an audience owner; for more information, see Audience
Management.

a. When you select to define an audience using the Percipio User

Attribute type, each audience is owned by the user defined in the
Percipio user attribute. You can also add other users to be owners
for all audiences created by the rule. For example, if you want all
your managers to own the audience with their direct reports and
also have an HR representative be able to see all of those audi-
ences, define a team automation rule using the Percipio User Attrib-
ute type that has the manager name as values in it, and then add
the HR representative to additional audience owners.

b. If you use the Percipio list type to define the audience, you can spe-
cify at least one user to be the owner of all audiences created by
selecting their name in additional audience owners.

8. By default, Percipio sends an email notification to the audience owners

once the audience is created. If you do not want Percipio to notify the audi-
ence owners, change the Send an email to audience owners when
their audience is created setting to Off.

NOTE: If you do not see the option, Send an email to audi-

ence owners when their audience is created setting, the
email notification has been disabled from Site Configuration.

9. Click Create. A confirmation message displays, informing you of the num-

ber of team audiences you are about to create.

Copyright © Skillsoft Ireland Limited - All rights reserved. 162

 10. Click Create audiences. The team audiences display on the Audience
Management page.

Edit a Team Automation Rule

1. From the Admin menu, click USERS > Audience Management.

2. Click Team Automation. The Team Automation page displays.

3. Locate the rule you wish to edit.

4. Click the rule name. The Team Automation Rule page displays.

5. Modify the:

l Audience rule name,

l Team audience prefix, and

l Additional audience owners.

Note: You cannot modify the user attributes. If you wish to

change the user attribute, you must create a new team auto-
mation rule.

6. Click Update. The rule runs immediately.

Pause a Team Automation Rule

When you pause a team automation rule, no updates are made to its audi-
ences. To resume audience updates, see Resume a Paused Team Automation

Copyright © Skillsoft Ireland Limited - All rights reserved. 163

Rule.

To pause a team automation rule

1. From the Admin menu, click USERS > Audience Management.

2. Click Team Automation. The Team Automation page displays.

3. Locate the rule you wish to pause.

4. Click > Pause automation. A confirmation message displays.

5. Click Pause automation. The rule pauses immediately and no updates

are made to its audiences.

Resume a Paused Team Automation Rule

1. From the Admin menu, click USERS > Audience Management.

2. Click Team Automation. The Team Automation page displays.

3. Locate the rule you wish to resume.

4. Click > Resume automation. A confirmation message displays.

5. Click Resume automation. The rule resumes and runs immediately.

Associate a Custom Channel to an Audience

To control which learners can view your custom channels, associate the chan-
nels to one or more audiences. This entitles only those learners within the spe-
cified audience(s) to view the custom channels. You can associate custom
channels and audiences through the Create Audience, Edit Audience,
Create Custom Channel, and Edit Custom Channel pages in Percipio. You
can also associate an audience to a custom channel within the Custom Chan-
nel workflow.

Note: Skillsoft content within a custom channel remains viewable

to users who have a license to the content, but they can only

Copyright © Skillsoft Ireland Limited - All rights reserved. 164

 access it via browsing the library, Percipio Search, or from an
assignment containing the content. See Audience Associations
for information about granting licenses to users.

To associate a new custom channel to an existing audience

This procedure is available only to Site Admins and Content Curators.

1. From the Admin menu, select CONTENT > Custom Channels.

The Custom Channels page displays.

2. Click Add Custom Channel. The Create Channel page dis-

plays.

3. Enter a Title and Description for the channel, and select a back-
ground image.

4. Select your area and subject (for library placement) from the Sub-
ject drop-down list.

5. Click Save and add content.

6. Add content to the channel. For details about this step, see Add
content to the channel.

7. At the bottom of the Create Channel page, in the Audience sec-

tion, click Select audiences. The Select Audiences page dis-
plays.

8. Use the search to locate the audiences you want to associate to

the custom channel and click next to all audiences you wish

to include.

Note: If you do not select an audience, the custom

channel displays to all learners via the All users

Copyright © Skillsoft Ireland Limited - All rights reserved. 165

 audience. If a learner is not entitled to content in the
custom channel, an error message displays to him
instead of the asset. To avoid this, select one or
more audiences associated to the license pool in
which the channel's content is included.

9. Click Done. The Create Channel page displays again.

10. Click Publish.

Your channel publishes to Percipio and is available to the

learners in your selected audiences.

To associate an existing custom channel to an existing audience

This procedure is available only to Site Admins and Content Curators.

See the Important information about associating custom channels and
audiences section above to view potential learner impacts.

1. From the Admin menu, select CONTENT > Custom Channels.

The Custom Channels page displays.

2. Locate the channel you wish to associate to an audience.

3. Click > Edit. The Edit Custom Channel page displays.

4. In the Audience section, click Select audiences. The Select

Audiences page displays.

Note: If you do not select an audience, the custom

channel displays to all learners via the All users
audience. If a learner is not entitled to content in the
custom channel, an error message displays to him

Copyright © Skillsoft Ireland Limited - All rights reserved. 166

 instead of the asset. To avoid this, select one or
more audiences associated to the license pool in
which the channel's content is included.

5. Use the search to locate the audiences you want to associate to

the custom channel and click next to all audiences you wish

to include.

6. Click Done. The Create Channel page displays again.

7. Click Publish.

Your channel publishes to Percipio and is available to the

learners in your selected audiences.

To associate a new audience to an existing custom channel

This procedure is available only to Site Admins.

1. From the Admin menu, click USERS > Audience Management.

2. Click Create Audience. The Create Audience page displays.

3. Enter the audience details.

4. Define your audience by specifying user attributes, adding indi-

vidual users, or both.

5. In the Content association section, click Associate custom

channels.

6. Either browse the list or enter a search term to locate the custom
channel you want to associate to your audience.

7. Click for each custom channel you wish to associate to your

audience.

Copyright © Skillsoft Ireland Limited - All rights reserved. 167

 8. Click Associate to audience. The Create Audience page dis-
plays again.

9. Click Create Audience.The audience displays in the audience

list and is associated to the custom channel(s).

To associate an existing audience to an existing custom channel

This procedure is available only to Site Admins.

1. From the Admin menu, click USERS > Audience Management.

2. Locate the audience you wish to associate with the custom chan-
nel.

3. Click > Edit. The Edit Audience page displays.

4. In the Content association section, click Associate custom

channels.

5. Either browse the list or enter a search term to locate the custom
channel.

6. Click for each custom channel you wish to associate to your

audience.

7. Click Associate to audience.

Note about Assignments: If a learner is removed

from an associated audience and content within the
custom channel is included in one or more of their
assignments, the assignment remains on the
Assignments page only if it is in an In Progress or
Completed status, or if it contains content entitled
to them via another audience association. Any

Copyright © Skillsoft Ireland Limited - All rights reserved. 168

 content within the assignment that they are no
longer entitled to displays as unavailable, and the
assignment cannot be completed.

8. Click Update Audience.

9. Repeat steps 2 - 7 for additional audiences you want to asso-

ciate to the custom channel

Important information about associating custom channels and

audiences
l By default, custom channels are associated to the All Users audience.

l When you associate a custom channel to one or more audiences, the All
Users audience association is removed and only the specified audience
(s) can access the channel.

l If you change the audience association from All Users to a specific audi-
ence, learners in the All Users audience lose access to the channel's
content because only those learners in the specified audience can
access the content.

l Adding learners to an associated audience automatically entitles them to

view the custom channel and grants them license to all content within it.

l If you remove a learner from an associated audience, they lose access to

the channel's content (if they do not have access to the specific content
from any other audience associations).

Delete an Audience
You can only delete an audience if there are no In Progress assignments asso-
ciated with it.

Copyright © Skillsoft Ireland Limited - All rights reserved. 169

1. From the Admin menu, click USERS > Audience Management.

2. Locate the audience you wish to delete.

3. Click > . A confirmation message displays.

l If the audience was created manually, click Delete. The audience is

removed from Percipio.

l If the audience was created using team automation, the following

message displays:

o If you want the team audience recreated, click Delete. The

audience is removed from Percipio and will be recreated
when the rule is next run.
o If you do not want the team audience recreated, click Delete,
then "Pause a Team Automation Rule" on page 163.

Copyright © Skillsoft Ireland Limited - All rights reserved. 170

Assignments
Site Admins can create a new assignment for any audiences or learner in Per-
cipio. Learning Admins (and Managers with Assignment privileges) can cre-
ate assignments for their audiences or for the individual learners within their
audiences. To create an assignment, you must:

l define its context (business objective and days to complete it and whether
items should be completed in order)

l select audiences and/or learners for the assignment

l choose what content the learner must finish by the completion date

l decide if learners are required to restart any courses they may have
already completed

Get started with assignments

This page contains information to get you started with assignments:

l Manage assignments

l Assignment status

l Important information about assignments

Manage assignments
To access assignments, From the Admin menu, select LEARNING
> Assignments. The Assignments page displays.

The Assignments page displays a list of assignments created. From this page,
you can:

l Download the Assignment List: This generates a CSV file about your
assignments.

Copyright © Skillsoft Ireland Limited - All rights reserved. 171

l Set default reminders: Configure how frequently Percipio sends email
reminders to learners who receive assignments reminding them to com-
plete the assignment.

l Create a new assignment

l Filter the assignment list by status. Each assignment status offers dif-
ferent actions. Possible actions include:

l Copy: makes a copy of the assignment excluding any retired con-

tent and places it in a draft status for editing.

l Edit: allows you to make changes to the assignment. If the assign-

ment has a status of In Progress, you cannot change the content.

l Delete: allows you to remove the assignment from the list. You can
only delete draft assignments.

l View a summary: allows you to view details and statistics about the
assignment. From this page, you can also cancel the assignment
for an individual user or audience.

l Archive: allows you to close an assignment that has a specified end

date.

l Cancel for all: allows you to cancel the assignment for all users and
audiences. You can also cancel for individual users from the Sum-
mary page.

l Manage schedule: Override any default settings for how frequently

Percipio sends email reminders to learners who receive assign-
ments reminding them to complete the assignment.

l Email: allows you to send a reminder email notification to all tar-

geted learners and audiences.

Copyright © Skillsoft Ireland Limited - All rights reserved. 172

 l Sort on each column. The columns are:

l Name: The title of the assignment

l Created by: The first and last name of the person who created the
assignment.

l Duration: The specified end date or the number of days to com-

plete as defined within the assignment.

l Users: The total number of active users who received the assign-
ment. This list does not show inactive users.If you select the hyper-
linked number, you see a list of each active individual who sees the
assignment (whether they were added as an individual or through
an audience), the date it is due for them, and their status.

l Status: The status of the assignment.

Assignment status
Each assignment has a status.

l Draft: The assignment is not launched.

l You can edit, copy, and delete a Draft assignment.

l Scheduled: The assignment has been scheduled to launch at a later

date.

l You can edit, copy, view a summary, and cancel.

l To delete a Scheduled assignment, edit it and save the assignment.

This puts it into a draft state, which you can then delete.

l In Progress: The assignment is launched and it is available to learners.

l You can copy and archive an In Progress assignment.

l You cannot edit the contents of an In Progress assignment.

Copyright © Skillsoft Ireland Limited - All rights reserved. 173

 l You can edit the assignment name, business objectives, descrip-
tion, due dates, and audiences.

l You cannot delete an In Progress assignment.

l You can cancel an In Progress assignment.

l You can manage the schedule and adjust email reminder noti-
fications.

l Archived: The assignment has been archived in Percipio because it is no

longer relevant.

l You can copy an assignment that has a status of Archived.

l You cannot edit or delete an Archived assignment.

l Archived assignments still appear on Assignment reports and dash-

boards.

l Learners cannot see archived assignments in their Assignment list.

l Canceled: The assignment has been canceled because it was created in

error.

l Canceled assignments do not appear in Assignment reports or

dashboards.

l Learners can see canceled assignments on their Assignments

page, but they cannot open them.

l Learners can remove canceled assignments from their Assignment

list.

l You can copy and view canceled assignments.

l You cannot edit canceled assignments.

Copyright © Skillsoft Ireland Limited - All rights reserved. 174

Important information about assignments
l Start, end, and completion dates are in GMT.

l If a learner is assigned content they are not entitled to, they can see the
content in their assignment list, but cannot access it. For more inform-
ation about entitlements, see Licenses.

l You cannot add channels or leadership practice guides to an assignment.

l You can add a maximum of a 100 total content items to an assignment.

l If you select the option, Require learners to complete all courses

from the beginning, learners who previously completed a course, must
take it again to complete the assignment.

l Once an assignment is launched, you cannot add or remove content from

the assignment.

l Assignments with the same due date are listed by when the assignment
is launched, in ascending order, on a learner's assignments page and on
the home page.

l If one or more assets within an assignment is retired, and the assignment

has active content in it, the retired content no longer counts towards the
assignment completion criteria. If the order is forced, the learner is auto-
matically able to access the next item in the list after the retired content.

l If all content within an assignment is retired, the admin must cancel or

archive the assignment, otherwise learners who started the assignment
see it listed as In Progress and can't complete it.

l If you remove a learner from an audience that has an assignment and the
learner has not completed the assignment, the assignment no longer
displays for the learner in their assignment list and they no longer show in
assignment reports.

Copyright © Skillsoft Ireland Limited - All rights reserved. 175

 If you remove a learner from an audience that has an assignment and the
learner has completed the assignment, the assignment remains in their
assignment list and their completion remains in assignment reports.

l To replace retired content:

1. Copy the current assignment.

2. Edit the copy to include a replacement asset and assign the copy to
learners.

3. Archive the original assignment.

Create a New Assignment

You can create assignments for entire audiences and/or individual learners.
Audiences are comprised of learners who have a defined set of user attributes.
When you assign user attribute values to learners, they are automatically
added to one or more audiences if the assigned user values match the audi-
ence definition.

Site Admins can create assignments for any audience or learner in Percipio.
Learning Admins (and Managers with Assignment privileges) can create
assignments for their audiences and the learners within their audiences.

Example

Example:
1. Your organization has an audience called New Hires,
which contains a user attribute called new_hire. This
user attribute has two values: true and false.
2. The New Hires audience includes those users with the
new_hire user attribute set to true.
3. You want to create an assignment specifically for the
New Hires audience (new_hire = true).
4. When a new user is added to your site, with a new_

Copyright © Skillsoft Ireland Limited - All rights reserved. 176

 hire user attribute set to true, they automatically
becomes a member of the New Hires audience, and
receives the assignment created for that audience, with
the relative due date set in the assignment.

To create a new assignment

1. From the Admin menu, select LEARNING > Assignments. The Assign-
ments page displays.

2. Select New Assignment. The New assignment page displays.

Copyright © Skillsoft Ireland Limited - All rights reserved. 177

 Note: To create an assignment in a different language,
select that language from the language drop down next to
My Profile. The admin interface will change to that lan-
guage. You can then specify all relevant assignment inform-
ation in that language including selecting localized content.

3. Enter the Assignment name.

4. Using the drop-down list, associate a Business Objective with the

assignment.
This association is used to build alignment metrics for your organization.

Copyright © Skillsoft Ireland Limited - All rights reserved. 178

 These metrics are available from the Assignments dashboard.

Available Business Objectives

l Cost control: Formal and informal efforts made by man-

agers to monitor, evaluate, and reduce expenditures.

l Customer satisfaction: Efforts focused on increasing the

number of customers whose reported experience with a
firm, its products, or its services exceeds specified sat-
isfaction goals.

l Employee engagement: Quality and quantity of dis-

cretionary effort employees are willing to apply to the organ-
ization and its goals.

l Revenue Growth: Efforts designed to increase the rev-

enue an organization derives from its products and ser-
vices to customers.

l Innovation: The creation and capture of new value in the

marketplace, including new products and services

l Operational effectiveness: Practices that enable the

organization to better utilize its operations resources and
better implement its processes and procedures

l Quality: Improvement in the quality of products and ser-

vices produced and delivered by the organization

l Workforce productivity: Amount and impact of work

delivered by an employee or group of employees in a spe-
cific period of time.

5. Enter an Assignment description. This displays to your learners in the

assignment details.

6. Select a Duration.

Copyright © Skillsoft Ireland Limited - All rights reserved. 179

 Specific date

If you add a user or audience to this assignment while it is in an

In Progress status, those learners must complete the assign-
ment by the specified End date. If you want all users to have the
same number of days to complete an assignment, regardless of
when you add them to it, use the Number of days option.

Start, end, and completion dates are in GMT.

a. Enter a Start date.

b. Enter an End date.

Note: If a learner is added to an audience with an

assignment that has a specific end date, and that
end date has passed, the learner will receive the
assignment as overdue in their assignment list. To
avoid this scenario, you can change the end date or
archive the assignment.

Number of days

If you add a user to an assignment (or if you add a user to an

audience with the assignment), they receive the assignment with
a relative due date. See the note in step b.

Start, end, and completion dates are in GMT.

a. Enter a Start date.

b. Enter the number of Days to complete.

Copyright © Skillsoft Ireland Limited - All rights reserved. 180

 Note: Days to complete is calculated for
each user based on the day the user is added
to the assignment or an assigned audience.
For example, if you create an assignment
October 1 and set the Days to complete to 15,
the due date for the users and audiences is
October 15. If a new user is added to the audi-
ence on October 5 (when the assignment has
a status of In Progress), her due date is Octo-
ber 20.

7.
Add users and audiences to the assignment.

You can add users in one of two ways, by selecting them or via a
bulk add using a CSV file.

To add users or audiences:

a. Select Add users and audiences.

b. In the search field, enter the name of an audience or indi-

vidual learner.

c. Select .

d. Locate the audience or learner you want to assign the con-

tent to and select . If you select audiences instead of

individual users, then users automatically get added to and

removed from an assignment based on the values in the
user attribute set in the audience.

Copyright © Skillsoft Ireland Limited - All rights reserved. 181

 e. Repeat these steps until you've added all learners and/or
audiences.

f. Select Add to this Assignment. The Edit Assignment

page displays.

Note: If you remove a learner from an audi-

ence that has an assignment and the learner
has not completed the assignment, the
assignment no longer displays for the learner
in their assignment list and they no longer
show in assignment reports. If you remove a
learner from an audience that has an assign-
ment and the learner has completed the
assignment, the assignment remains in their
assignment list and their completion remains
in assignment reports.

To bulk add individual users using a CSV file:

a. Select Bulk add individual users.

b. Select to Download template CSV file. The template con-

tains three columns:
o email: the email of the user as specified in the Per-
cipio user record.
o loginName: the Login Name of the user as specified
in the Percipio user record.
o externalUserId: The User ID used to identify a user
inside Percipio.

Copyright © Skillsoft Ireland Limited - All rights reserved. 182

 c. Include user data in one of the three columns and remove
the other two unused columns.

d. Save and select the one-column CSV file for import.

e. Select Add user(s).

8.
Add content to the assignment.

Before you add content, select how you want the content to
behave within the assignment. You have two options:

l Content items must be completed in the display order

specified: To enforce a specific order of content, select
this option. When you select this option, learners cannot
access content out of the specified order. They must com-
plete each piece of content before the next, in accordance
with the set completion criteria. See Completion Settings
for more information about setting course completion cri-
teria. See Complete your Content for each asset type's spe-
cific completion criteria requirements.

l Require learners to complete all courses from the

beginning: When selected, learners must restart from the
beginning any previously completed Skillsoft courses that
are part of the assignment. Previous course completions
will not count towards the assignment completion when
this option is selected.

This setting does not apply to other content types within the
assignment. If learners have any progress or completions
for other content types such as books or videos, the

Copyright © Skillsoft Ireland Limited - All rights reserved. 183

 learner's previous progress or completion does count
toward the assignment completion.

If unselected, learners previous course completions do

count toward assignment completion.

You cannot change this setting after you launch the assign-
ment.

Note: When choosing content to add to an assign-

ment, you can choose content from all license pools
installed on your site. If your users do not have
access to a content item because their audience is
not associated with the appropriate license pool,
they see the item in the assignment and cannot
launch it. They also cannot complete the assign-
ment.

a. Select Add Content.

b. In the search field, enter keywords or titles of the content

you want to include, then select the magnifying glass or

press Enter.

c. Select next to each piece of content you want to add to

the assignment.

d. Repeat these steps until you've added all the content. You
can add a maximum of 100 total items.

Note: You can add instructor-led training (live

course) to an assignment. The learner must

Copyright © Skillsoft Ireland Limited - All rights reserved. 184

 register for the class that best meets their
schedule, attend the class, and achieve a
passing score to achieve completion.

e. Select Add Content. The Edit Assignment page displays.

f. Drag and drop the content into the order you want it presen-
ted to the learner. Alternatively, use the arrow buttons to
move content up or down the list.

If you selected the Content items must be completed in

the display order specified option, learners must com-
plete each item in the order presented here.

9. Select Next: Notify users. The Notify Users page displays. If you want
to send an initial assignment email to learners letting them know they now
have an assignment, set the Send an assignment email toggle to On.
You can then add customized text to the Assignment coming due email
template. This initial notification sends independent of the default email
reminder schedule. If you want to modify the default email reminder
schedule for this individual assignment, see Manage schedule.

Copyright © Skillsoft Ireland Limited - All rights reserved. 185

Copyright © Skillsoft Ireland Limited - All rights reserved. 186
 You can leave the toggle set to Off if you don't want to send the initial noti-
fication email. You can have the initial notification off and still send
reminder emails. Percipio sends the reminder emails automatically to
learners until they complete the assignment. Percipio sends these
reminder emails based on the assignment duration and the frequency set
for each reminder segment: Initial, Due date approaching, and Past due.

Note: If you add customized text in the initial email noti-

fication when you create the assignment, those cus-
tomizations are also used in the one-off email reminders
and both the reminder emails that go prior to the due date as
part of the reminder schedule.

10. Select one of the following options:

l Save assignment: Saves the assignment, places it into a Draft

status, and returns you to the Assignments page. You can modify
this assignment later.

l Launch assignment: Places the assignment into one of the fol-

lowing statuses:

l If the Start date is today, the assignment is placed in an In

Progress status and the assignment is immediately available
to your learners. The email with the assignment details sends
at the date and time you specified in step 9. Modifications to
the assignment content cannot be made, but you can add a
user to the assignment.

l If the Start date is in the future, the assignment is placed in a

Scheduled status and the email, if enabled, sends at the date
and time you specified in step 9. You can make modifications
to all aspects of the assignment until the Start date.

Copyright © Skillsoft Ireland Limited - All rights reserved. 187

 11. If you want to use scheduled email reminders for this launched assign-
ment, return to the Assignment list page, then:

a. Locate the assignment in the list, and from the More Actions menu,
select Manage schedule.

b. Make any adjustments to the scheduled reminders. If they are off,

you can turn them on. When they are on, you can modify the fre-
quency. For more information, see Schedule default email remind-
ers.

Assignments with the same due date are listed by when the assignment is
launched, in ascending order, on a learner's assignments page and on the
home page.

Edit an Assignment
Site Admins can edit assignment meta data for all assignments including
those they didn't create.

Learning Admins(and Managers with Assignment privileges) can only edit an

assignment's meta data for assignments they created.

Note: You cannot edit an In Progress assignment's content

items or change the option to require learners to restart a course
from the beginning.

1. From the Admin menu, select LEARNING > Assignments. The Assign-
ments page displays.

2. Use the search to locate the assignment you wish to edit.

3. Select > Edit.

If you are editing a Scheduled assignment, click Yes when the following
message displays:

Copyright © Skillsoft Ireland Limited - All rights reserved. 188

4. You can modify the following:

l assignment name

l business objective

l assignment description

l start date (for Draft or Scheduled assignments only)

l end date or number of days

l learners and audiences

l customized text for email reminders

Note: Start, end, and completion dates are in GMT.

5.
Add users and audiences to the assignment.

You can add users in one of two ways, by selecting them indi-
vidually or via a bulk import using a CSV file.

To add users or audiences individually by selecting them:

a. Select Add users and audiences.

b. In the search field, enter the name of an audience or indi-

vidual learner.

c. Select the magnifying glass or press Enter.

Copyright © Skillsoft Ireland Limited - All rights reserved. 189

 d. From the list of search results, locate the audience or
learner you want to include in the assignment and select
.

e. Repeat these steps until you've added all learners and/or

audiences.

f. Select Add to this Assignment. The Edit Assignment

page displays.

To bulk add individual users with a CSV file:

a. Select Bulk add individual users.

b. Select to Download template CSV file. The template con-

tains three columns:
o email: the email of the user as specified in the Per-
cipio user record.
o loginName: the Login Name of the user as specified
in the Percipio user record.
o externalUserId: The User ID used to identify a user
inside Percipio.

c. Include user data in one of the three columns and remove

the other two unused columns.

d. Save and select the one-column CSV file for import.

e. Select Add user(s).

6.
Remove users and audiences from the assignment.

Note: Prior to removing audiences and learners,

save your assignment. Removing audiences and

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 learners is an immediate action, and the only way to
undo it is to click Cancel, which will not save any of
your modifications.

If you need to remove users or audiences from an assignment,

cancel it for them. If you select the X next to a user or audience, it
does not remove them from the assignment.

If you remove a learner from an audience associated with an

assignment, the user is removed from the assignment and they
receive a cancellation email notification.

Note: If you remove a learner from an audience

that has an assignment and the learner has not
completed the assignment, the assignment no
longer displays for the learner in their assignment
list and they no longer show in assignment reports.
If you remove a learner from an audience that has
an assignment and the learner has completed the
assignment, the assignment remains in their assign-
ment list and their completion remains in assign-
ment reports.

Copyright © Skillsoft Ireland Limited - All rights reserved. 191

7.
Add content to a Draft or Scheduled assignment.

a. To enforce a specific order of content, select Content

items must be completed in the display order spe-
cified.

Note: When you select this option, learners

cannot access content out of the specified
order. They must complete each piece of con-
tent before the next, in accordance with the
set completion criteria. See Site Configuration
for more information about setting course
completion criteria. See Complete your Con-
tent for each asset type's specific completion
criteria requirements.

b. Click Add Content.

c. In the search field, enter keywords or titles of the content

you want to include, then click .

d. Click next to each piece of content you want to add to

the assignment.

e. Repeat these steps until you've added all the content. You
can add a maximum of 100 total items.

f. Click Done. The Edit Assignment page displays again.

g. If you selected the Content items must be completed in

the display order specified, drag and drop the items into
the order you wish the learners to complete the content.

Copyright © Skillsoft Ireland Limited - All rights reserved. 192

 Alternatively, use the arrow buttons to move content up or
down the list.

The order in which the content is arranged here is the order

in which it is presented to the learner.

8. To remove content from a Draft or Scheduled assignment, in the Content

section, locate the content you wish to remove and click . The content

is removed immediately.

9.
Customize email reminders that go prior to the due date.

a. Select Next: Notify users. The Notify users page dis-

plays.

b. Because you are editing an existing assignment, this initial

notification no longer sends. However, if you want to cus-
tomize an one-off email or your scheduled email
reminders, you can do it here. Set the Send an assign-
ment email toggle to On, if not already.

c. Customize your email. Any customizations you make here

apply to all email reminders that go prior to the due date
using the Assignment coming due template. Learners

Copyright © Skillsoft Ireland Limited - All rights reserved. 193

 receive reminders until they complete the assignment.

10. Select Save assignment to save any changes made. You can then nav-
igate back to the Assignment page.

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Copy an Assignment
Site Admins can copy any assignment in Percipio. Learning Admins can
copy assignments they created for their audiences and the learners within their
audiences.

1. From the Admin menu, select LEARNING > Assignments. The Assign-
ments page displays.

2. Use the search to locate the assignment you wish to edit and click >
Copy.

The following message displays:

3. Click Yes.

4. In the assignment list, locate the assignment copy you just created.

For the example above, the name of the assignment would be Con-
trolling Conflict, Stress, and Time in Customer Service-copy.

5. Click > Edit.

6. Edit the assignment.

Delete a Draft Assignment

Deleting an assignment is irreversible, and the assignment is non-recoverable.
You can only delete a Draft assignment.

Site Admins can delete Draft assignments for any audience or learner in Per-
cipio. Learning Admins can delete only Draft assignments they created for
their audiences and the learners within their audiences.

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 1. From the Admin menu, select LEARNING > Assignments. The Assign-
ments page displays.

2. Locate the draft assignment you wish to delete.

3. Click > Delete. The following message displays:

4. Click Yes. The assignment is immediately removed from the Assign-

ments list.

Archive an In Progress Assignment

Archiving an assignment is irreversible, and the assignment is non-recov-
erable. You can only archive an In Progress assignment. Once archived, the
assignment is no longer completable to those learners who have not finished it.
You can still report on archived assignments.

Site Admins can archive In Progress assignments for any audience or learner
in Percipio. Learning Admins can archive In Progress assignments they cre-
ated for their audiences and the learners within their audiences.

1. From the Admin menu, select LEARNING > Assignments. The Assign-
ments page displays.

2. Locate the In Progress assignment you wish to archive.

3. Click > Archive. The following message displays:

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 4. Click Yes. The assignment is immediately archived.

Add a Learner to an Assignment

Site Admins and Learning Admins can add learners to assignments that are in
a Draft, Scheduled, or In Progress status. Site Admins can add any learner
or audience to any assignment, while Learning Admins can add only their
audiences, and the learners within their audiences to assignments that they cre-
ated.

If you need to add learners to an Archived assignment, copy the assignment

and assign the learner to that new assignment.

To add a user to an assignment

1. From the Admin menu, select LEARNING > Assignments. The Assign-
ments page displays.

2. Locate the assignment you wish to edit.

3. Click > Edit.

If you are editing a Scheduled assignment, click Yes when the following
message displays:

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 4. Click Add users and audiences.

5. In the search field, enter the name of an audience or individual learner.

6. Click .

7. From the list of search results, locate the audience or learner you want to

include in the assignment and click .

8. Repeat these steps until you've added all learners and/or audiences.

9. Click Add to this Assignment. The Edit Assignment page displays.

10. Click Save Assignment . If you have the initial notification email turned
on for this assignment, learners will receive it immediately. Also, if default
email reminders are on, new learners start receiving them as part of the
regular assignment cadence.

Note: If you remove a learner from an audience that has an

assignment and the learner has not completed the assign-
ment, the assignment no longer displays for the learner in
their assignment list and they no longer show in assignment
reports. If you remove a learner from an audience that has
an assignment and the learner has completed the assign-
ment, the assignment remains in their assignment list and
their completion remains in assignment reports.

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Schedule Default Email Reminders
Site admins can configure Percipio to send email reminders automatically for
all assignments. When you turn on reminders, learners automatically get reg-
ular emails, at a cadence you determine, reminding them to complete their
assignment. The learner stops receiving reminder emails when they complete
the assignment.

Site admins can define the schedule for default email reminders for all assign-
ments at the organizational level so they don't have to be configured for each
individual assignment. Then if needed, anyone with assignment privileges can
modify the reminder schedule for individual assignments they create. To make
changes to the default reminder schedule for any existing assignment, from the
Assignment page, locate the assignment, then from the more actions menu,
select Manage schedule. Even with the default email reminder schedule on,
you can still choose to email learners independently of the schedule.

The setting for Default email reminders for assignments is off by default.

To locate the schedule for default email reminders:

1. From Learning, select Assignments.

2. Select Default email reminders. The Default email reminders page dis-
plays.

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About default email reminders
Assignments may vary in duration with how long it takes to complete, which
might necessitate the need for different email frequencies. You see three
options for assignment duration:

l Short: Any assignment that is less than 45 days in duration is considered

a short assignment. Short assignments might not require as many email
reminders, at least initially.

l Medium: Any assignment that is at least 45 days in duration and less

than 3 months is considered a medium assignment. Medium assign-
ments might require more email reminders than short assignments after
they launch to keep learners engaged.

l Long: Any assignment that is longer than 3 months in duration is con-

sidered a long assignment. Long assignments might require less email
reminders initially after they launch and more reminders closer to the due
date to keep learners engaged.

The duration setting only applies to the assignment's duration, not to the
amount of time a learner has to complete the assignment. For example, if you
create an assignment with a fixed due of March 31, which is 60 days from
today, that assignment falls into the Medium duration. If a learner gets added to
the assignment on March 11, even though they only have 20 days to complete
the assignment, they still get the reminder frequency set for Medium duration
assignments.

For each duration option, you see three segments of reminders:

Copyright © Skillsoft Ireland Limited - All rights reserved. 200

l Initial: These reminders go out after the initial notification. Depending on
the length of the assignment and the amount of content in the assign-
ment, you may choose to send these more or less frequently. These
email reminders use the Assignment coming due template including any
customizations made for the initial notification.

l Due date approaching: As a due date gets closer, you can change the
frequency of the reminders to give learners ample time to finish before the

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 due date. These email reminders use the Assignment coming due tem-
plate including any customizations made for the initial notification.

l After due date:If the learner does not complete the assignment by their
due date, you can set reminders to go at a different frequency than before
the due date. These email reminders use the Assignment past due tem-
plate, which cannot be customized at this time.

These duration options and reminder segments give you the maximum flex-
ibility in configuring when Percipio sends out reminders. Skillsoft has supplied a
default recommendation frequency for each assignment duration and segment
and uses two standard email templates that have been researched and tested
to ensure maximum learner engagement. You can add custom text to the
Assignment coming due template when you create or edit the assignment.

Turn on default reminders

All reminders are off by default. When you turn on default reminders all in-pro-
gress and new assignments get the default reminder setting. To make changes
to the default reminder schedule for any existing assignment, from the Assign-
ment page, locate the assignment, then from the more actions menu, select
Manage schedule.

To turn on and configure your default reminders:

1. Select the duration tab you want: Short, Medium, Long.

2. Turn on the reminders for that duration.

3. For each duration and segment, Skillsoft shows a recommended fre-

quency. Make any adjustments to the three segments of reminders: Ini-
tial, Due date approaching, After due date. If you make changes that you
don't like, you can select Restore to defaults to go back to the recom-
mended frequencies.

4. Select Save changes.

5. Repeat steps 1 through 4 for the other durations.

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 Note: The learner stops receiving reminder emails when they
complete the assignment.

Turn off default reminders

When you turn off default reminders, reminders are removed from all in-pro-
gress and new assignments unless you overrode the default settings for an indi-
vidual assignment. Individual assignments that have their own schedule keep
that schedule when you turn off default reminders. If you turn off default remind-
ers, you can still manually send a reminder through email.

To turn off any default reminders:

1. Select the duration tab you want: Short, Medium, Long.

2. Turn off the reminders for that duration.

3. Select Save changes.

Manage Schedule for Reminder Emails

For any assignment you create, you can schedule automatic email reminders
to go to all learners who have not yet completed the assignment. When
learners receive email reminders, they are more likely to complete their assign-
ment. The learner stops receiving reminder emails when they complete the
assignment.

These reminders may be on by default if your site admin turned on and con-
figured default email reminders. No matter how default email reminders are con-
figured or whether they are turned on or off, you can choose how your
individual assignment uses the email reminders by overriding any default set-
tings.

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 Note: If you add customized text in the initial email notification
when you create the assignment, those customizations are also
used in the one-off email reminders and both the reminder emails
that go prior to the due date as part of the reminder schedule.

To manage the email reminder schedule for your assignment:

1. From the Admin menu, select LEARNING > Assignments. The Assign-
ments page displays.

2. Locate the assignment for which you want to configure the email
reminder schedule.

3. Select the more actions menu , and then Manage Schedule.

4. You have three options at this point:

a. If the reminders are off and you want them on, select On.

b. If the reminders are on and you want them off, select Off.

c. If the assignment is on and you want to modify any default settings,

make any adjustments to the three segments of reminders: Initial,
Due date approaching, After due date. If you make changes that
you don't like, you can select Restore to defaults to go back to the
recommended frequencies.

5. Select Save changes.These changes are saved independent of the

default email reminders. Any changes to the default email reminder
schedule does not impact your saved schedule changes for this assign-
ment. If you made schedule changes to an in-progress assignment,
reminders follow the criteria you set and only go to users who haven't
completed the assignment.

To edit the email text for reminders coming due:

By default, learners receive the same assignment email for all reminders before
the due date and a different one for assignments that are past due. For email

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template details, see assignment emails.

If you add customized text in the initial email notification when you created the
assignment, those customizations are also used in the one-off email reminders
and in the initial and due date approaching reminders that go as part of the
reminder schedule. At this time you cannot edit emails that go out for assign-
ments that are past due.

To edit email text for reminders coming due, see edit assignments.

Send a Reminder Email

Site Admins can send a reminder email for any assignment, for any audience
or learner, in Percipio. Learning Admins can send a reminder email to their
audiences and the learners within their audiences for any assignment they cre-
ated.

As a Site or Learning Admin, you can send a reminder email to all users that
have not yet completed an assignment.

To send an immediate email for an assignment:

Why send this email?

Your learners received the assignment email on the assignment's
Start date, and you want to send another assignment email as a
reminder for them to complete the assignment.

1. From the Admin menu, select LEARNING > Assignments. The Assign-
ments page displays.

2. Locate the assignment for which you want to send a reminder email.

1. Click > Email.

2. When the confirmation message displays, click Yes.

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 The email is sent immediately to all learners who have not yet completed
the assignment.

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Notifications and Learner Engagement
Percipio-generated emails and push notifications, along with Digital Badges,
can help you increase license consumption and adoption of Percipio content
offerings. Admins can customize some email notifications, and not others.

About push notifications

Push notifications show for users who are using the Percipio mobile app. To
receive push notifications, users must have push notifications turned on for the
Percipio app and also have the individual notifications turned on. Admins can-
not customize any push notifications.

Percipio-generated push notifications for the mobile app include:

l Learning goal reminders: Admins can choose to turn on these system-

generated emails for all users in the company. Users can disable them
from the Settings menu in the mobile app.

l Learning reinforcement push notifications: Admins can choose to turn on

these system-generated emails for all users in the company. Users can
disable them from the Settings menu in the mobile app.

l Assignment push notifications: Users cannot disable these noti-

fications. When admin make an assignment and choose to send an email,
learners automatically get an assignment push notification.

About email notifications

Users only receive email notifications if they have an email address defined for
their Percipio user account and an admin configures the system to send them.
From the Account information page under a user's profile, users can add an
email address and choose which email notifications they wish to receive.

Admins can customize some email notifications.

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Learner email notifications:
A learner could receive any of the following email notifications:

l Assignment emails: Users cannot disable these notifications. Admins can

choose whether to send these emails when they create an assignment.
Admins can customize this email.

l Career journey emails: Users cannot disable these notifications. Admins

can choose whether to send these emails after they associate a Career
Journey license pool with an audience. Admins can't customize this
email.

l Welcome emails: Users cannot disable these notifications. Admins can

choose whether to send these emails when they create a Percipio user
account. Admins can customize this email.

l Recommendation emails and Re-engagement emails: Users can opt out

of these by turning off: Learning Reminders (once a week). Admins
can choose to turn on these system-generated emails for all users in the
company. Admins can customize re-engagement emails, but not recom-
mendation emails.

l Live course emails: Users cannot disable these notifications. Admins can
choose to turn on these system-generated emails for all users in the com-
pany. Admins can't customize these email notifications.

l Digital Badge emails: Users can opt out of these by turning off: Badge
Earned (up to twice weekly). Admins can choose to turn on these sys-
tem-generated emails for all users in the company. Admins can't cus-
tomize this email.

Admin email notifications:

An admin could receive any of the following email notifications in addition to
those received by learners:

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 l Audience owner emails: Users cannot disable these notifications. Admins
can choose whether to send these emails when they make a user an
owner of an audience. Admins can't customize this email.

l Live course emails: Users cannot disable these notifications. Admins can
choose to turn on these system-generated emails for all users in the com-
pany. Admins can't customize these email notifications.

l Retiring and recently added content emails: Users can disable this noti-
fication. Admins can choose to turn on these system-generated emails for
all admins in the company that can access this report. Admins can't cus-
tomize this email.

Additional information about emails

l Percipio reminds all site admins to send Welcome emails, so there is no
need to remember on your own.

l Percipio-generated emails are supported for both SAML and non-SAML

users, based on your site configuration.

l Percipio-generated emails are accessible.

l Recipients can open the emails on any device.

l Supported languages include English, French, German, Spanish,

Brazilian Portuguese, Mandarin Chinese, Japanese, Swedish, Finnish,
and Greek. You can set the default email language on the Email Settings
page.

l Learners can opt out of some emails at any time.

l Percipio runs a nightly program to generate recommendation and re-

engagement emails at approximately 12:00 a.m. and 3:00 a.m.
UTC/GMT Monday through Friday. Your learners receive these emails
only once per week on a specific day as designated for your Percipio site.

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 l Learners receive Digital Badge emails on Mondays and Thursdays only if
they have new badge activity.

l You can choose to send a single Welcome email instead of the Welcome
and reminder emails.

l User data is encrypted.

l No PII data is ever shared with third parties unless you designate it.

l Users with a Percipio role of manager, see an additional section at the bot-
tom of the Recommendation, Re-engagement, Digital Badge, or Audi-
ence owner emails as a way to encourage managers to promote learning
with their teams. For every email, Percipio randomly chooses one of the
following options to put in this section:

1. Assign content to team (this option only displays if managers have

the custom privilege to assign content.)

2. Share recently accessed content with team

3. Check on team’s progress

About Digital Badges

Digital Badges are visual, sharable, and verifiable records of accomplishment
enabling learners to socialize their achievements and growth. Digital Badges

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are issued upon successful completion of Skillsoft course assets delivered
through Percipio.

For more information on Digital Badges, see Digital Badges for Learner
Engagement.

Email Collection
When you and your Site Admins create a new user in Percipio, you have the
option to include an email address. This email address is not shared with any
third parties per our Privacy Policy, and it enables Percipio to send your users
password reset emails, Welcome emails and reminders, assignment remind-
ers, new content offerings, and more.

If you do not include an email address during user creation, Site Admins can
add it by editing the user profile. See Edit an Existing User or Update Existing
Users by Bulk Import for procedures.

When signing in to Percipio, if users do not have an email address in their user
profile, Percipio displays a notification that asks them for it:

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By default, this setting is available on all Percipio sites. If you prefer Percipio to
not collect emails directly from your users, you can disable email collection and
add the email addresses via the email field on the Edit a User page or using the
bulk import feature.

Turn On Email Collection

By default, this setting is available on all Percipio sites. When you turn on this
setting, a message displays to all learners who do not have an email address
already in their user profile.

Note: The logo for this engagement is set via the Site Branding
page.

To turn on the Percipio email collection notifications

1. On the Admin menu, select SETTINGS then Engagement & Noti-

ficationsand Email Settings.

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 2. In the Email collection section, turn on the Allow Percipio to collect
email addresses if missing toggle. The setting updates immediately.

When learners who do not have an email in their profile next sign in, they
are presented with the following dialog:

Turn Off Email Collection

By default, this setting is available on all Percipio sites. If you prefer Percipio to
not collect emails from your users directly, you can turn off this feature and add
the email addresses when you Edit a User page or you can Update Existing
Users by Bulk Import.

To disable the Percipio email collection notification

1. On the Admin menu, select SETTINGS then Engagement & Noti-

ficationsand Email Settings.

2. In the Email collection section, turn off the Allow Percipio to collect
email addresses if missing toggle. The setting updates immediately.

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Assignment Emails
Assignment emails contain the details of and links to assigned content in Per-
cipio.

When you create a new assignment, you can use the Notify Users page to spe-
cify the date and time to send an initial email notification to learners, and to add
a custom message to the Assignment coming due template. If you add cus-
tomized text in the initial email notification when you create the assignment,
those customizations are also used in the one-off email reminders and both the
reminder emails that go prior to the due date as part of the reminder schedule.

When you edit an assignment, you can change any customizations made to the
Assignment coming due template. These changes apply to any email remind-
ers Percipio sends prior to the due date, whether that is a one-off email or part
of the schedule reminder series.

When you brand your emails to change your logo or colors, those changes are
also reflected in the assignment emails. Percipio offers two assignment email
templates, one for when an assignment is coming due and another for when an
assignment is past due.

Assignment coming due Assignment past due

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 Cannot be customized at this time.

Custom text can be added.

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Email triggers
l Initial assignment notification: You turn on this initial notification when
creating an assignment and set a date on which to send this initial noti-
fication. You can add custom text here that gets added to the Assignment
coming due email template. Percipio sends this email according to the
scheduled send date in the assignment, or immediately if a learner is
added to an assignment that is already in progress.

l One-off assignment reminder emails: You can send a one-off

reminder email immediately when you select Email from the More actions
menu on the Assignments page. If you send these email reminders prior
to the due date for the learner, the learner sees the Assignment coming
due template including any customizations made for the initial
notification. If you send these email reminders after the due date for the
learner, the learner sees the Assignment past due template, which you
can't customize.

l Schedule email reminders: You can configure email reminders at the

organizational or individual assignment level. Percipio sends the
reminder emails automatically to learners until they complete the assign-
ment. Percipio sends these reminder emails based on the assignment
duration and the frequency set for each reminder segment: Initial, Due
date approaching, and Past due. Both Initial and Due date approaching
email reminders use the Assignment coming due template including any
customizations made for the initial notification. Past due reminders use
the Assignment past due template, which cannot be customized.
Learners receive all reminder notifications until they complete the assign-
ment.

Welcome Emails
Welcome emails are sent directly to your learners from Percipio. The email con-
tains a link that when clicked automatically signs the user into Percipio. The link

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is active for 60 days and can only be used once.

If the learner attempts to click the link a second time, the link takes the learner
to the login page of Percipio. The learner then has to enter their username and
password. If the learner does not have an initial password set by the admin-
istrator, they receive a separate email with their password for subsequent sign
ins.

Only learners receive this type of welcome email. Any other Percipio user role
who receives a welcome email, is provided a link to the site, a username and
temporary password.

There are two options for welcome email delivery:

l a series of six welcome and reminder emails

l a single welcome email

Welcome and reminder emails

Percipio can send an initial welcome email to all new and updated learners who
have not received one before, along with a series of subsequent reminder
emails. These are proven to increase user engagement and site traffic. For
details, see the Why use welcome and reminder emails? section below.

These emails are personalized, using the learner's name, organization name,
and user-entitled content, in order to help drive more of your learners to sign in
and engage with Percipio. You can also customize the welcome email, choos-
ing a subject line, header, preheader, and introductory text. See Customize
Welcome and Reminder Emails.

The first email (the initial welcome email) contains a link to your site that
when clicked, automatically signs the learner into Percipio. The five sub-
sequent emails (reminder emails) are sent only if a learner does not sign in.
These reminder emails are sent every 3 days until either the learner signs in or
until all five are delivered.

Why use welcome and reminder emails?

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 Adopters of the welcome and reminder emails observed increases in
the following:

l Adoption rates

l Overall traffic

l Number of learner sign-ins

l Number of page views

l Number of sessions

l Duration of sessions

How do they work?

Welcome emails and follow-up reminders are sent in a series, depend-

ing upon the learner's engagement.

The first email (the initial welcome email) contains a link to your site
that when clicked, automatically signs the learner into Percipio.

Five subsequent emails (reminder emails) are sent only when a

learner does not sign in. These emails are sent every 3 business days
until either the learner signs in or until all five are delivered.

How can I enable the welcome and reminder email series?

From Settings, select Engagement & Notifications and then Email

Campaigns and select one of the Sending Welcome Emails to new
users options to choose the series.

How are the emails triggered?

Initial Welcome email: Percipio delivers the initial Welcome email

when you:

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 l select the Send Welcome email checkbox on the New User
page, specify a date, and click Create,

l select the Send Welcome email checkbox on the Edit User

page, specify a date, and click Update,

l select the Send bulk Welcome emails checkbox on the Import

User page, specify a date, and click Import, or

l click the Send Welcome emails button on the Email Campaigns

page.

Follow-up reminder emails: Percipio delivers follow-up reminder

emails after the initial email is delivered, 3 days have passed, and the
learner has not yet signed in. Follow-up emails are sent every few
days until the learner signs in or until all five are delivered, whichever
comes first.

How can I monitor my email performance?

For new sign-ins

l After you send out the Welcome emails, view data about the new
sign-ins via the License Consumption report and the New vs.
returning users chart on the Overview dashboard.

For traffic increase

l Filter the User Listing report to view first-time sign ins for a date
range beginning the day you send out the Welcome email.

What do the non-SAML organization Welcome and reminder emails look

like?

If your learner signs in with a Percipio user name and password (non-
SAML), they can see up to six welcome emails. Learners who do not

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sign in after receiving the initial Welcome email are sent up to five addi-
tional emails until they do sign in, or until all emails are delivered.

You can customize the welcome email series by choosing a template

style and then specifying a subject line, header, pre-header, and intro-
ductory text for each of the six emails.

Template #1 : Selected by default for the initial Welcome email #1 and

the reminder email #4.

1. Subject line

2. Preheader text

3. Header text

4. Introductory text

Template #2: Selected by default for reminder emails #2 and #5.

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 1. Subject line

2. Preheader text

3. Header text

4. Introductory text

Template #3: Selected by default for reminder emails #3 and #6.

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 1. Subject line

2. Preheader text

3. Header text

4. Introductory text

What do the SAML-enabled organization Welcome and reminder emails

look like?

If your learners sign in using corporate credentials (SAML), they can

see up to six welcome emails. Learners who do not sign in after receiv-
ing the initial Welcome email are sent up to five additional emails until

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 they do sign in, or until all emails are delivered

You can customize the welcome email series by choosing a template

style and then specifying a subject line, header, pre-header, and intro-
ductory text for each of the six emails.

Template #1 : Selected by default for the initial Welcome email # 1

and reminder email #4.

1. Subject line

2. Preheader text

3. Header text

4. Introductory text

Template #2: Selected by default for reminder emails #2 and #5.

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 1. Subject line

2. Preheader text

3. Header text

4. Introductory text

Template #3: Selected by default for reminder emails #3 and #6.

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 1. Subject line

2. Preheader text

3. Header text

4. Introductory text

Can I customize the welcome and reminder email series?

Yes, on the Email Campaigns page, select Custom in the Email Tem-
plate field and then click the Edit email button. On the Configure Wel-
come Email Series page, you can change the header, subject,
preheader, and introductory text for each of the six emails.

For more details, see Customize Welcome and Reminder Emails.

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Single welcome email
If you do not want Percipio to send a series of welcome and reminder emails,
you can opt to send a single welcome email with a one-time link for your
learners to sign into Percipio. If they click the link again, they are prompted to
sign in using Percipio credentials or Single sign-on credentials. If Percipio does
not have a password on file for the user, Percipio sends a separate email to the
learner that allows them to set a password.

How is the single Welcome email sent?

Use the Sending Welcome Emails to new users setting on the

Email Campaigns page to choose a single welcome email.

A single welcome email is sent when you:

l select the Send Welcome email checkbox on the New User

page, specify a date, and click Create,

l select the Send Welcome email checkbox on the Edit User

page, specify a date, and click Update,

l select the Send bulk Welcome emails checkbox on the Import

User page, specify a date, and click Import, or

l click the Send Welcome emails button on the Email Campaigns

page.

For more details, see Send a Single Welcome Email.

Can I customize the welcome email?

Yes, on the Email Campaigns page, select Custom in the Email Tem-
plate field and then click the Edit email button. On the Configure Wel-
come Email Series page, you can change the header, subject,
preheader, and introductory text.

For more details, see Customize Welcome and Reminder Emails.

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Welcome Email Best Practices
l Learners should be loaded into Percipio ahead of time in order to lever-
age the welcome email capabilities, otherwise, there are no email
addresses on file to be able to send emails to your learners.

l This is especially important for organizations who auto-provision

SSO.

l Before you send welcome emails, let your learners know that a Percipio
welcome email is coming their way. When possible, send emails from a
high-ranking person in your organization.

l To kick off your campaigns or to increase adoption at any time, go to the

Engagement & Notifications page and click Send Welcome emails to
send emails to all users not signed in. This also displays how many
learners received the welcome email.

l When you create a new user in Percipio, always provide at least the first
name and email address to allow email personalization. We recommend
that you also require users to reset their passwords.

l Specify the organization name you want to display in Percipio’s emails to

ensure your learners know it’s from your company, and therefore, links
are safe to click.

l Optionally, use that same organization name in the custom “From” email
address on your welcome emails. Just check the box in the Organization
Name section on the Engagement & Notifications page.

l Apply organization-specific branding to all emails.

l Monitor how well the email is performing:

l New sign-ins

l After you send out the Welcome emails, view data about the
new sign-ins via the License Consumption report and the New

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 vs. returning users chart on the Overview dashboard.

l Traffic increase

l Filter the User Listing report to view first-time sign ins for a
date range beginning the day you send out the Welcome
email.

Enable Welcome and Reminder Emails

To get the most engagement within your Percipio site, use the series of wel-
come and reminder emails.

Note: By default, the series of welcome and reminder emails is

enabled.

With the series, once an initial welcome email is sent, if your user does not sign
in within a few days, another email is sent, reminding them of the benefits Per-
cipio can bring to their career. This email series continues until the user signs
in, or until a total of 6 emails are delivered.

To enable welcome and reminder emails

1. On the Admin menu, select SETTINGS then Engagement & Noti-

ficationsand Email Campaigns.

2. In the Welcome emails section, choose Send full welcome email

series to new users (6 emails) by default.

3. To customize the series, select Custom in the Email Template field and
then select the Edit email button. The Configure Welcome Email Series
page displays, where you can customize the subject line, header, pre-
header, and introductory text for each of the six emails. For more inform-
ation, see Customize Welcome and Reminder Emails.

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Resend the Welcome and Reminder Emails

You can resend the welcome email and reminder emails to individual users at
any time. The email provides the user name, a temporary password, and a link
to your site.

Note: You can also send the welcome email and reminder emails
to all users who have not yet signed into Percipio. For instructions,
see Engagement and Notifications.

1. On the User List page, locate the user to whom you want to send the
email.

2. In the Actions column, click the More actions icon , then click the Edit
icon .

3. On the Edit User page, click the Resend Welcome email link.

The email sends immediately. If in a few days the learner does not sign in
within a few days, additional reminder emails are sent until sign-in occurs,
or a total of six emails are delivered.

Important information about the welcome and reminder emails

l The date and time are based on your local system settings, not the recip-
ients' settings.

l The welcome email contains sign in instructions and a link to your Per-
cipio site.

l The learner must have a status of active and a valid email address
included in the profile to receive the welcome email.

l Your welcome email settings determine if the learner receives the wel-
come and reminder emails series or a single welcome email.

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 l If you scheduled a single welcome email to be sent while uploading
users, you can cancel the email by clearing the option prior to the sched-
uled send date.

Enable Single Welcome Emails

Note: Disabling the Welcome and reminder email series can

decrease your user engagement in Percipio. We recommend
keeping the series enabled rather than using a single Welcome
email.

To enable single welcome emails

1. On the Admin menu, select SETTINGS then Engagement & Noti-

ficationsand Email Campaigns.

2. In the Welcome emails section, choose Send a single welcome email

to new users by default.

3. To customize the email, click the Configure Email button. The Configure
Welcome Email page displays, where you can customize the subject line,
header, preheader, and introductory text. For more information, see Cus-
tomize Welcome and Reminder Emails.

Send a Single Welcome Email

The welcome email contains a link that automatically signs the learner into the
Percipio site. The learner has up to 60 days to click the link before it expires.
See Welcome Emails for important information about these emails.

You must enable single welcome emails prior to sending one. The default is a
series of welcome and reminder emails.

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To send a single welcome email

Note: Skillsoft recommends that you notify your learners to

expect this Welcome email. Alerting your learners to this email
can increase the number of users who sign in.

For a new user

1. On the User Management page, click New User.

2. Enter the information for the user profile. See Create a New User
for details.

3. Select the Send the Welcome Email option.

4. Select a date and time.

Note: The date and time are based on your local

system settings, not the email recipients' settings.

5. Click Create.

For an existing user who has not yet received a Welcome email

You can send a welcome email to individual learners at any time. The
email provides a one-time link that when clicked, automatically signs
the learner into Percipio.

1. On the User Management page, locate the learner to whom you

want to send the email.

2. In the Actions column, click , then click .

3. On the Edit User page, select the Send the Welcome Email
option.

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 4. Select a date and time.

Note: The date and time are based on your local

system settings, not the email recipients' settings.

5. At the bottom of the page, click Update.

For multiple new or existing users (bulk import)

1. From the User Management page, click Import.

2. On the IMPORT tab, choose the file you want to import and click
Open.

3. Select Send bulk Welcome Emails.

4. Select a date and time.

Note: The date and time are based on your local

system settings, not the email recipients' settings.

5. Click Import.

To resend a single welcome email

You can resend a welcome email to individual learners at any time. The email
provides a one-time link to your site. The learner has up to 60 days to click the
link before it expires. To send a welcome email to all learners who have not yet
signed into Percipio, see Engagement and Notifications.

1. On the User Management page, locate the user to whom you want to
send the email.

2. In the Actions column, click , then click .

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 3. On the Edit User page, click the Resend Welcome email link.

The email sends immediately.

Important information about the Welcome email

l The welcome email contains a link to your Percipio site that when clicked
automatically signs the learner into Percipio. It is a one-time link. If a
learner clicks that link a second time, the learner is prompted to sign into
Percipio with the login credentials or via SSO.

l The learner must have a status of active and a valid email address
included in the profile to receive the welcome email.

l If you scheduled a single welcome email to be sent while uploading

users, you can cancel the email by unchecking the option prior to the
scheduled send date.

Recommendation Emails
If your learners are active, and accessed Percipio content within the last 30
days, a Recommendation email is available to them. When you enable Recom-
mendation emails, Percipio sends a weekly, personalized email that includes
new and recommended content as a reminder to continue learning.

Recommendation emails are meant to work with our Re-engagement emails,

which are sent to users who are not active on Percipio. By enabling both
emails, most of your learners receive a relevant, personalized email with recom-
mendations. These emails are a proven, effective way to drive learner engage-
ment by reminding your learners about Percipio’s content and resources.

Learners with an email address in their profile receive Percipio-generated

emails during the work week (Monday through Friday). They can opt out of
these emails any time via their Account Information page or from the Unsub-
scribe link at the bottom of each email.

These emails capture learners’ attention with personalized subject lines and
learning recommendations based on recent activity, content to resume, and the

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skills in their profiles. The recommendations include all content types, including
custom and linked content. When learners click on a link within the email, they
are automatically logged into Percipio with the corresponding page or content
item opened. The automatic login only works once per email per user and
expires after 60 days. That means, if learners attempt a second click within the
email, they are prompted to log in.

You can:

l Specify your organization’s name to display in Percipio’s emails to ensure

your learners know the email is from your company and that the links are
safe to click.

l Customize your logo and organization colors. You cannot edit the content
of these emails.

Note: To send a weekly email to those learners who have not

accessed content in 30 or more days, see Re-engagement
Emails.

What does the Recommendation email look like?

The Recommendation email includes content suggestions based on

the learner's recent activity, content to resume, and selected skills.
The recommendations include all content types, including custom and
linked content. It also includes the learner's login ID, a link to the site,
and the site name for Mobile App access.

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Copyright © Skillsoft Ireland Limited - All rights reserved. 235
If the learner completed a skill benchmark and did not achieve 100%
proficiency, they also see a reminder to retake it so they can gauge
their progress. The reminder to retake a skill benchmark only shows
after the specified retake interval has passed.

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Copyright © Skillsoft Ireland Limited - All rights reserved. 237
How do Recommendation emails work?

When enabled, a Recommendation email is automatically sent to

learners each week if they are active and accessed Percipio content
within the last 30 days.

How do I turn on the Recommendation emails?

Percipio sends the Recommendation emails to all active learners who

accessed Percipio content in the last 30 days.

These emails are on by default.

If you've turned these emails off and want to turn them back on, see
Turn On Recommendation Emails.

How do I turn off the Recommendation emails?

When you disable the Recommendation emails, email delivery ceases

immediately, and no further Recommendation emails are sent.

For procedures, see Turn Off Recommendation Emails

My learners only access Percipio Compliance content, not the rest of

the platform. Will they receive the Recommendation emails?

No, these emails are only sent to learners with a license to use the Per-
cipio core platform. They do not go out to Compliance-only learners.

How are the emails triggered?

Note: Recommendation emails are turned on by default.

When you enable Recommendation emails:

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 l Percipio sends a weekly Recommendation email to all active
learners who accessed Percipio content within the last 30 days.

l If a learner does not opt out using the Unsubscribe link in the
email or via the Account Information page, they receive an email
each week.

l If a learner does not access content for 30 days, the Recom-

mendation emails stop and, if you have Re-engagement emails
enabled, those begin. See How are the (Re-engagement) emails
triggered? for more information.

Do managers get different emails than learners?

To help users who have the Percipio role of manager encourage learn-
ing in their team, the email contains a special manager section. For
every email, Percipio randomly chooses one of the following options to
put in this section:

1. Assign content to team (this option only displays if managers

have the custom privilege to assign content.)

2. Share recently accessed content with team

3. Check on team’s progress

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Turn On Recommendation Emails
By default, recommendation emails are turned on for your site. If you turned
them off, follow these steps to turn them back on for your organization.

To turn on the recommendation emails

1. On the Admin menu, select SETTINGS then Engagement & Noti-

ficationsand Email Campaigns.

2. In the Recommendation emails section, turn the toggle to On.

3. Click Save.

Recommendation emails are immediately sent to those learners who are

active and accessed content in the last 30 days.

Turn Off Recommendation Emails

You can opt out of sending recommendation emails to learners by turning off a
setting on the Engagement & Notifications page.

Note: Turning off recommendation emails may reduce learner

engagement in Percipio. We recommend you keep these emails
turned on.

To turn off the recommendation emails

1. On the Admin menu, select SETTINGS then Engagement & Noti-

ficationsand Email Campaigns.

2. In the Recommendation emails section, turn the toggle to Off.

3. Click Save. Recommended emails stop and are no longer sent to your
learners.

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Re-engagement Emails
Re-engagement emails are weekly emails sent to learners who have not
accessed Percipio content in 30 or more days, as a reminder to continue learn-
ing. The weekly email stops when the user signs back into Percipio, or when
the user is inactive for 8 weeks, whichever comes first. Users can opt out of
emails at any time.

These emails are a proven, effective way to drive learner engagement by

reminding your learners about Percipio’s content and resources. Learners with
an email address in their profile can receive a series of encouraging, per-
sonalized Re-engagement emails during the work week (Monday through Fri-
day) when Re-engagement emails on the Engagement & Notifications page is
turned on.

These emails capture learners’ attention with personalized subject lines and
learning recommendations based on the skills in their profiles. The recom-
mendations include all content types, including custom and linked content.
When learners click on a link within the email, they are automatically logged
into Percipio with the corresponding page or content item opened. The auto-
matic login only works once per email per user and expires after 60 days. That
means, if learners attempt a second click within the email, they are prompted to
log in.

You can:

l Specify your organization’s name to display in Percipio’s emails to ensure

your learners know the email is from your company and that the links are
safe to click.

l Customize your logo and organization colors contained within the email

l Customize the subject, header, pre-header and introductory text, but not
the content of these emails.

l Send only to a target audience.

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 Note: To send a weekly email to those learners who have
accessed content within the last 30 days, see Recommendation
Emails.

What does the Re-engagement email look like?

The Re-engagement email includes content suggestions based on the

learner's selected skills. The recommendations include all content
types, including custom and linked content. It also includes the
learner's login ID, a link to the site, and the site name for Mobile App
access.

Learners receive one of the three available template formats with cus-
tomizations that you specify.

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Copyright © Skillsoft Ireland Limited - All rights reserved. 243
If the learner completed a Skill Benchmark more than 30 days ago,
they may also see a reminder to complete it again to gauge their pro-
gress.

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Copyright © Skillsoft Ireland Limited - All rights reserved. 245
Why should I use Re-engagement emails?

Early adopters of the Re-engagement emails have observed marked

increases of the following:

l overall traffic to their Percipio site,

l number of page views,

l number of sessions, and

l duration of sessions.

How do Re-engagement emails work?

Re-engagement emails are automatically sent to a learner once 30

days pass from the last time they accessed Percipio content. When
turned on, any learner that has not engaged with content for more than
30 days automatically receives these emails. Learners receive one
email per week, for a total of eight weeks, or until they consume con-
tent.

Re-engagement emails stop after any of these:

l Once the learner consumes content again

l If the learner opts out via the Unsubscribe link within each email

l If the learner turns off the Send me an email with new and fea-
tured content when I haven't recently visited Percipio set-
ting from their Account Information page

l When you turn off the feature for all learners via the Email Cam-
paigns page

How do I turn on the Re-engagement emails?

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 To offer our customers the best return on investment, by default the
Re-engagement emails are sent to all learners who have not accessed
Percipio content in the last 30 days.

If you've turned these emails off and want to turn them back on, go to
the Engagement & Notifications page and turn on the Allow Percipio
to send emails containing new and recommended content to
learners who have not recently accessed your site toggle.

How do I turn off the Re-engagement emails?

On the Email Campaigns page, turn off the Allow Percipio to send
emails containing new and recommended content to learners
who have not recently accessed your site toggle.

My learners only access Percipio Compliance content, not the rest of

the platform. Will they receive the Re-engagement emails?

No, these emails are only sent to learners with a license to use the Per-
cipio core platform. They do not go out to Compliance-only learners.

How are the emails triggered?

Note: Re-engagement emails are turned on by default.

When you turn on the Allow Percipio to send emails containing

new and recommended content to learners who have not
recently accessed your site toggle on the Email Campaigns page:

l Percipio sends an initial Re-engagement email to all learners

who have not accessed Percipio content within the last 30 days.

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 l If a learner does not reply by clicking Unsubscribe in the email,
opting out on their Account Information page, or by signing in to
Percipio and accessing content, they receive a reminder email
each week until they consume content, or until a total of eight
emails are delivered, whichever comes first.

When you turn off the Allow Percipio to send emails containing
new and recommended content to learners who have not
recently accessed your site toggle on the Email Campaigns page:

l Percipio does not send Re-engagement emails to learners.

l If Re-engagement emails have already been sent, the email

delivery ceases immediately upon clicking Save, and no further
Re-engagement emails are sent.

If you want to send a weekly email to learners who have accessed con-
tent within the last days, see Recommendation Emails.

How can I monitor my email performance?

For sign-ins

l You can view data about increased sign-ins via the Returning
Users percentage on the Overview dashboard’s New vs. return-
ing users chart.

For traffic increase

l Filter the User Listing report to view last content accesses for a
date range beginning the day you enable your Re-engagement
emails.

How can I send the email to a targeted audience?

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 When you turn on the Allow Percipio to send emails containing
new and recommended content to learners who have not
recently accessed your site toggle on the Email Campaigns page,
you have the option to send emails to a targeted audience.

1. Click Select Audience. By default all audiences are selected.

2. Unselect all audiences, then find the audience you want to target
and select it. Or simply unselect just those audiences who
shouldn't get the email.

3. Click Save audiences. Emails only go to those in that audience

who have not accessed Percipio in the last 30 days.

Note: You can add an audience at any time. Learners in

the newly added audience receive all 8 weeks of emails if
they remain inactive for the duration and do not opt out.

Do managers get different emails than learners?

To help users who have the Percipio role of manager encourage learn-
ing in their team, the email contains a special manager section. For
every email, Percipio randomly chooses one of the following options to
put in this section:

1. Assign content to team (this option only displays if managers

have the custom privilege to assign content.)

2. Share recently accessed content with team

3. Check on team’s progress

Copyright © Skillsoft Ireland Limited - All rights reserved. 249

Turn On Re-engagement Emails
By default, re-engagement emails are turned on for your site. If you turn them
off, follow these steps to turn them back on for your organization.

To turn on the re-engagement emails

1. On the Admin menu, select SETTINGS then Engagement & Noti-

ficationsand Email Campaigns..

2. In the re-engagement emails section, turn on the Allow Percipio to

send emails containing new and recommended content to learners
who have not recently accessed your site toggle.

3. Click Save.

Re-engagement emails are sent immediately to those learners who have

not consumed content in the last 30 days, and are automatically sent to
any future learners who do not access content for more than 30 days.

Turn Off Re-engagement Emails

You can opt out of sending re-engagement emails to learners by turning off a
setting on the Engagement & Notifications page.

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 Note: Turning off automatic re-engagement emails may reduce
learner engagement in Percipio. We recommend you keep these
emails turned on.

To turn off the re-engagement emails

1. On the Admin menu, select SETTINGS then Engagement & Noti-

ficationsand Email Campaigns.

2. In the Re-engagement emails section, turn off the Allow Percipio to

send emails containing new and recommended content to learners
who have not recently accessed your site toggle.

3. Click Save. Re-engagement emails stop and are no longer sent to your
learners.

Digital Badges for Learner Engagement

Welcome to Digital Badges, where you can motivate and reward your learners.
Digital Badges are visual, sharable, and verifiable records of accomplishment
enabling learners to socialize their achievements and growth. Digital Badges
are issued upon successful completion of Skillsoft course assets delivered
through Percipio.

We recommend that Compliance Only customers disable this feature, as

Compliance content is not eligible for Digital Badges.

Safelisting
Spam filters may block your learners from emailing their earned Digital Badges
to recipients. We recommend your IT department(s) safelist the domain so the
learner's emails are received. For more information, see the Digital Badges sec-
tion of the system requirements.

Frequently asked questions

Why should my organization enable Digital Badges?

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 By enabling Digital Badges for your learners:

l you can reduce administrative efforts,

l increase adoption,

l drive learner engagement throughout your organization, and

l encourage continuous learning to fill in skill gaps and encourage

career growth.

How do I enable Digital Badges?

The settings are available on the Engagement & Notifications page.

Can I disable Digital Badges for a specific audience?

No. Digital Badges are a site-level setting and cannot be disabled for a
specific audience.

How do Digital Badges in Percipio work?

Digital Badges are provided by Accredible, a third-party provider and

new sub-processor for Skillsoft, and is seamlessly integrated with Per-
cipio.

Accredible provides the same level of protection for your organ-

ization's personal data as Skillsoft does, thereby meeting or exceeding
its obligations as a processor of personal data under the GDPR.
Accredible processes the minimum amount of personal data for the
purpose of issuing a learner's Digital Badge, and neither process, nor
have access to, the personal data of any individual beyond their first
name, last name, and User ID/email address.

Why should my organization enable the "Badge Earned" emails?

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 When you enable these emails:

l Any learners who earned a badge receive up to 2 emails per

week (Mondays and Thursdays) with their Digital Badge inform-
ation and recommendations about content where more badges
can be earned.

l Site Admins receive a single email on the first Monday of each

month with the total number of Digital Badges earned within their
organization.

How do I enable the "Badge Earned" emails?

Turn on the Enable "Badge Earned" emails setting to on the Engage-

ment & Notifications page. This enables both the up to twice weekly
learner emails, and the once-monthly admin email.

Learner email:

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Copyright © Skillsoft Ireland Limited - All rights reserved. 254
 Admin email:

Copyright © Skillsoft Ireland Limited - All rights reserved. 255

Do managers get different emails than learners?

To help users who have the Percipio role of manager encourage learn-
ing in their team, the email contains a special manager section. For
every email, Percipio randomly chooses one of the following options to
put in this section:

1. Assign content to team (this option only displays if managers

have the custom privilege to assign content.)

2. Share recently accessed content with team

3. Check on team’s progress

Can I customize Digital Badges?

Yes. See Custom Digital Badges for details.

Turn On Digital Badges

By default, Digital Badges are turned on for your site. If you turn them off, follow
these steps to turn them back on for your organization.

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To turn on Digital Badges

1. On the Admin menu, select SETTINGS then Engagement & Noti-

ficationsand Engagement.

2. In the Digital Badges section, turn on the Enable Digital Badges toggle
for each of courses, tracks or journeys.

3. Click Save.

Digital Badges are immediately available to your learners.

Turn Off Digital Badges

You can opt out of Digital Badges by turning off a setting on the Engagement &
Notifications page.

Note: Prior to disabling Digital Badges, we recommend you

inform your learners so that they can bookmark their Skillsoft
Digital Badge page for continued access to any Digital Badges
they may have earned.

To turn off Digital Badges

1. On the Admin menu, select SETTINGS then Engagement & Noti-

ficationsand Engagement.

2. In the Digital Badges section, turn off the Enable Digital Badges toggles
for each, courses, tracks, or journeys.

3. Click Save.

The Digital Badges link under My Profile no longer displays to learners,

and courses that are Badge-eligible no longer display the Earn a
Badge! button.

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Retiring and Recently Added Content Emails
In conjunction with the Skillsoft Content Status report, Percipio sends a monthly
email to Percipio user roles that can access this report. This email alerts you
that assets in your collection are either being retired or added, and provides
you a link to view the report. The report shows the specific assets impacted so
that you can update assignments, channels, journeys and content promotions
as necessary.

What does the email look like?

The retiring and recently added content email indicates that Skillsoft
content is either retiring soon, being added, or both. It also provides a
link to view the Skillsoft Content Status report and information so you
can sign into your Percipio site.

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How are the emails triggered?

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 If your organization is using content that is due to expire within the next
90 days, Percipio automatically sends the email to Percipio user roles
that can access the Content Status report on the first Monday of each
month.

How do I turn on the emails?

These emails are on by default for your organization. The toggle is set
to On from the Email Campaigns page.

How do I turn off the emails?

If you want to disable the emails for your entire organization, set the
toggle to Off from the Email Campaigns page.

As an individual, you can choose to unsubscribe from the emails in

your personal Account Information or in Mobile App Settings.

Brand your Emails

You can brand your emails to ensure your learners know they are coming from
your organization and safe to open.

To brand your emails

1.
Change the logo, background images, and colors to match your
organization's brand.

a. On the Admin menu, click SETTINGS > Site Branding.

The Site Branding page displays.

b. Edit your branding settings.

c. Select Activate Branding.

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 d. Select Save.

Note: When you make changes to the Site

Branding page, the changes apply to the
appearance of your Percipio site, Percipio
mobile app, Skillsoft completion certificates,
and any Percipio-generated communications.

2.
Set the organization name to display in all Percipio-generated com-
munications.

a. On the Admin menu, select SETTINGS then Engagement

& Notifications and Email Settings. The Email Settings
page displays.

b. In the Organization Name section, enter your organ-

ization's name that you want to display in emails.

c. Select Save organization name.

3.
Customize how the "From" line displays in all Percipio-generated
communications.

a. On the Admin menu, select SETTINGS then Engagement

& Notifications and Email Settings. The Email Settings
page displays.

b. In the Organization Name section, enter your organ-

ization's name or the name you want to display to user's
receiving email notifications from Percipio. For example:
My Company.

Copyright © Skillsoft Ireland Limited - All rights reserved. 261

 c. Next, select Use the Organization Name to personalize
emails coming from Percipio. When learners receive an
email, My Company <[email protected]> displays
in the From line.

d. Select Save organization name.

Retiring and Recently Added Content Emails

In conjunction with the Skillsoft Content Status report, Percipio sends a monthly
email to Percipio user roles that can access this report. This email alerts you
that assets in your collection are either being retired or added, and provides
you a link to view the report. The report shows the specific assets impacted so
that you can update assignments, channels, journeys and content promotions
as necessary.

What does the email look like?

The retiring and recently added content email indicates that Skillsoft
content is either retiring soon, being added, or both. It also provides a
link to view the Skillsoft Content Status report and information so you
can sign into your Percipio site.

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How are the emails triggered?

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 If your organization is using content that is due to expire within the next
90 days, Percipio automatically sends the email to Percipio user roles
that can access the Content Status report on the first Monday of each
month.

How do I turn on the emails?

These emails are on by default for your organization. The toggle is set
to On from the Email Campaigns page.

How do I turn off the emails?

If you want to disable the emails for your entire organization, set the
toggle to Off from the Email Campaigns page.

As an individual, you can choose to unsubscribe from the emails in

your personal Account Information or in Mobile App Settings.

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Library Management
You can manage your custom content and custom journeys inside of your lib-
rary using the Custom Areas & Subjects menu in Percipio Admin. You must
have Site Admin or Content Curator privileges to access these pages. Prior to
managing your library, review the Library Management Best Practices.

Note: Changes made to your library display in both Percipio for

the Web and the Percipio mobile app.

Customize your library via custom areas, custom subjects, and custom chan-
nels.

Frequently asked questions

A Skillsoft channel in my library isn't relevant to my learners. Can I hide

the entire Skillsoft channel from them?

Yes, you can hide an entire Skillsoft channel from your learners. When
you hide a channel, it is removed from the Library link at the top of the
page, and content within the channel is only accessible via search.
Content continues to automatically update in hidden Skillsoft channels.

When you hide a channel, it is hidden from the entire organization.

For more information or procedures, see Hide and Show Channels

and Channel Views.

I want to hide a custom channel from my learners. Can I do that?

Yes, you can hide an custom channel from your learners. When you
hide a channel, it is removed from the Library link at the top of the
page, and content within the channel is only accessible via search.

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 When you hide a channel, it is hidden from the entire organization. For
more information or procedures, see Hide and Show Channels and
Channel Views.

You can also choose to enable a custom channel to just a specific audi-
ence thereby hiding it from other users in Percipio. See editing custom
channel for additional information.

Can I hide a specific language view of a multi-view channel from my

learners?

You cannot hide a single language view from multi-view Skillsoft chan-
nels; you must hide the entire Skillsoft channel.

You can hide a single language view from multi-view custom chan-
nels.

For more information or procedures, see To hide a custom channel

view in Hide and Show Channels and Channel Views.

Can I hide Skillsoft or custom courses from my learners?

No, you cannot hide courses in Percipio. If a learner is entitled to a

course, it is available to her and is accessible via search.

Can I hide custom areas and subjects in my library?

No, you can only remove the subjects and areas by deleting them. To
remove a subject from your library, you must edit the custom channel's
Area/Subject association.

Can I hide custom journeys?

No, but you can make custom journeys available to only a select audi-
ence during the creation or editing process. See Creating a custom

Copyright © Skillsoft Ireland Limited - All rights reserved. 266

 journey for details.

Area and Subject Best Practices

With Percipio, you can customize your library by adding a custom menu cat-
egory and custom areas and subjects. Prior to creating these, Skillsoft recom-
mends you follow some best practices.

Plan
l When planning a custom library area and subject, consider the most intu-
itive user path. Use labels that are familiar to your learners, and that
clearly describe the channels they will find within each subject.

l Decide whether to add the custom area to the standard menu category of
Skill Areas or to a custom menu category located at the top of the Library.
You can label the custom menu category anything you want. You can
also localize the custom menu category name.

Create
l Use custom areas sparingly, as creating too many areas in the Library
drop-down adds a scroll bar to the list. This could negatively impact user
experience.

l Instead of creating a large number of custom areas, create multiple cus-

tom subjects under the same area.

l Images are recommended (but not required) for custom areas and sub-
jects. If you do not have a custom image, use one from a stock area or
subject.

Copyright © Skillsoft Ireland Limited - All rights reserved. 267

Display
l Library areas and subjects display in alphabetical order. Using special
characters (such as spaces, numbers, and asterisks) push custom areas
to the top of the Library menu, and custom subjects to the top of their
areas.

l You can choose to have your area display within the standard menu cat-
egory of Skill Areas or in a custom menu category located at the top of the
Library. You can label the custom menu category anything you want.

l If you do not add a custom area to your custom menu category, the cus-
tom menu category does not display.

l Custom areas and subjects do not display in the library unless they con-
tain published channels or journeys that also contain published content.

Skillsoft Library Maintenance for Percipio

Skillsoft continually develops and releases new content to meet your evolving
needs. We also periodically update the subject matter of existing content and
make changes for accuracy. Occasionally we choose to retire content that is
outdated, no longer relevant, or is replaced by newer content.

Percipio streamlines the process of including these content updates in your

organization’s library. The following sections explain how Skillsoft library main-
tenance works for you.

New content releases

New content, such as courses, books, videos, and practice labs, are released
on Percipio on an ongoing basis. New releases can be found in the All Content
by Collection report, which is available to administrators.

Updates to existing content

Periodically, minor changes to content are required. This typically happens
when content needs to reflect new technology features added since initial

Copyright © Skillsoft Ireland Limited - All rights reserved. 268

publication. We often choose to update existing content, rather than retire old
content and release a new version of similar content. This allows us to use the
same course code and UUID, seamlessly delivering updated content to your
organization.

Content retirement
We periodically retire content that is outdated. Content becomes outdated for
two reasons. First, it may cover a subject that is no longer relevant, such as a
course covering an application that is no longer made or supported. Second, a
content topic may still be relevant, but the way in which we cover it may need
updates.

In both cases, we choose to remove the content entirely from the library, which
prevents learners from using that content in the future. In the first case, we may
or may not have replacement content available. In the second case, we release
replacement content.

Similarly, books and audiobooks are retired due to relevancy of the subject,
overall usage of the books, and changing relationships we have with pub-
lishers.

Frequently asked questions

What do I need to do to get new content?

Content is added automatically. There is nothing you need to do in

order to update your library with new content.

What do I need to do to get updates to existing content?

Like new content releases, these updates require no action on your

part.

What happens when content doesn’t have a replacement?

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 When content is retired, it is removed. Your organization cannot
access it from the Percipio library, in assignments or promotions, or
from custom channels you may have created.

When accessing a link to content that has been removed, learners see
an on-screen notification message.

If one or more assets within an assignment is retired, and the assign-

ment has active content in it, the retired content no longer counts
towards the assignment completion criteria. If the order is forced, the
learner is automatically able to access the next item in the list after the
retired content. See Replace retired content.

All learner activity associated with the retired content remains on the
Activity page.

What happens when content has a replacement?

Content replacements are listed in the Library Maintenance Report in

the Skillsoft Client Community. The replacement content is published
just like other new content and your library includes it automatically.

How do I know what content is retiring?

l The Skillsoft Content Status report lists retiring courses, chan-

nels, and linked content.

l A monthly Retiring Content email is sent to administrators. It

alerts you about retiring assets due to expire and contains a link
to view the Skillsoft Content Status report.

How often are courses retired?

Course retirements occur on the last day of each of the Skillsoft fiscal
quarters: January 31, April 30, July 31, and October 31. We schedule

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 content retirements with a minimum of 90 days advance notice.

How often are books retired?

Book retirements are generally scheduled with 30 days advance

notice.

Areas
An area is a broad grouping of content within the Percipio library that contains
sub-groups called subjects. When you create a custom area, you choose
where in the library it displays. You can choose either the standard menu cat-
egory, Skill Areas, or a custom menu category, that you define yourself.

Areas are listed alphabetically in the library either under a custom menu cat-
egory or under the standard menu category, Skill Areas.

See Area and Subject Best Practices prior to creating your custom areas.

Custom Menu Category

You can group your custom areas into a category labeled for your company. By
default, the custom menu category is equivalent to the Organization Name. To
edit the label of a custom menu category in the Library:

1. From the Content menu, select Areas and Subjects.

2. At the top next to custom menu category, select Edit label.

3. Add the title to display in the Library. You can provide localized versions
by selecting Language and adding a new title in that language.

4. Select Publish when you are done. This does not change the organ-
ization name, only the display in the Library.

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Create a New Custom Area
Prior to working with custom areas and subjects, see Area and Subject Best
Practices.

When you create a custom area, you choose where in the library it displays.
You can choose either the standard menu category, Skill Areas, or a custom
menu category, that you define yourself.

To create a new custom area in your library

1. On the Admin menu, select CONTENT > Custom Areas & Subjects.
The Custom Areas page displays. The page is broken into two sections,
one for the custom menu category you defined, and one for the standard
menu category, Skill Areas.

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2. Select + Add Area from either category section. The Add Custom Area
page displays.

3. Enter an Area title. This displays in the library to your users.

4. Select the Menu Category. The menu category selection defaults to the
name of the section where you selected Add Area.

l Skill Areas: if chosen, your custom area displays alphabetically

within the standard menu category, Skill Areas of the library list.

l Organization name: if chosen, your custom area displays alpha-

betically in a new section in the library listed above the Skill Areas
section. If you do not see your organization name in the list, you can
add it from Settings, then Engagement and Notifications. If the dis-
play name of your organization is not what you want displayed in
the Library menu, you can edit it.

5. Review the default setting:Show activity data related to this area and
its related subjects and channels in the Skills Activity Dashboard

l If selected, activity related to the custom area and its subjects and
channels appears in the Skills Activity Dashboard.

l If unselected, activity related tot he custom area and its subjects

and channels does not appear in the Skills Activity Dashboard.

6. Choose an image.

l The image displays on the Browse library page.

l Images must be uploaded to Percipio in a 16x9 aspect ratio.

l The recommended size for the image is 1920 x 1080px, with a file
size of no more than 300k.

l A .jpg format is preferred, but you can upload .jpg, .png, and .gif
files.

Copyright © Skillsoft Ireland Limited - All rights reserved. 273

 7. Optionally, if you wish to include this area in other language libraries,
select one language at a time from the Language drop down, specify the
title, menu category, and image as you want it to display in the selected
language. Continue in this manner until all languages have been spe-
cified. You cannot specify additional languages until you specify English.

8. Select Publish.

The new custom area does not display in the library until you create a
custom subject for it.

Edit a Custom Area

Prior to working with custom areas and subjects, see Area and Subject Best
Practices.

To edit a custom area in your library

1. From the Admin menu, click CONTENT > Custom Areas & Subjects.
The Custom Areas page displays.

2. Locate the custom area you wish to edit.

3. Click Edit. The Edit Area page displays.

4. You can:

a. Modify the title.

b. Choose a new image.

l The image displays on the Browse library page.

l Images must be uploaded to Percipio in a 16x9 aspect ratio.

l The recommended size for the image is 1920 x 1080px, with a file
size of no more than 300k.

l A .jpg format is preferred, but you can upload .jpg, .png, and .gif
files.

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 5. Select any Languageyou wish to include, and enter the title and image
as you want it to display in the selected language.

6. Click Publish.

The custom area updates immediately in your Percipio library.

Delete a Custom Area

Prior to working with custom areas and subjects, see Area and Subject Best
Practices.

To delete a custom area from your library

1. Ensure you delete custom subjects from the custom area.

2. From the Admin menu, click CONTENT > Custom Areas & Subjects.
The Custom Areas page displays.

3. Locate the custom area you wish to delete.

4. Click Edit. The Edit Area page displays.

5. At the top of the page, click Delete this area.

6. When the confirmation message displays, click Delete.

Your library updates with the area removed.

Subjects
In the Percipio library, a subject is a sub-category of an area. You can create a
custom subject within a custom area of your library.

Custom subjects display inside of custom areas, which your learners see in the
library drop-down. You can also include custom subjects in your learner's skill
selections during the creation or modification of a custom subject. See Create a
New Custom Subject and Edit a Custom Subject for procedures.

See Area and Subject Best Practices prior to creating your custom subjects.

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Create a New Custom Subject
Prior to working with custom areas and subjects, see Area and Subject Best
Practices.

To create a new custom subject

1. From the Admin menu, click CONTENT > Custom Areas & Subjects.
The Custom Areas page displays.

2. Locate the area to which you want to add a new custom subject.

3. Click within the area card or select Subjects within the card. The area
page displays.

4. Click + Add Subject. The Add Subject page displays.

5. Enter a Subject title.

6. Optionally, select Learners can select this subject as a skill and

receive recommendations if you want this subject presented to learners
when they select their skills.

7. Choose an image.

l The image displays on the Browse library page.

l Images must be uploaded to Percipio in a 16x9 aspect ratio.

l The recommended size for the image is 1920 x 1080px, with a file
size of no more than 300k.

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 l A .jpg format is preferred, but you can upload .jpg, .png, and .gif
files.

8. Optionally, if you wish to include this subject in other language libraries,

select one language at a time from the Language drop down, specify the
Subject title and image as you want it to display in the selected lan-
guage. Continue in this manner until all languages have been specified.
You cannot specify additional languages until you specify English.

9. If you know which channels and journeys you want to show under this
subject, select Add channels and journeys. You can search for and
add both custom and Skillsoft channels and journeys.

If you do not know which channels or journeys you want to add or have
not yet created them, you can skip to step 10 and publish your Subject.

10. Select Publish.

The new custom subject does not display in the library until you add
channels or journeys that contain published content. For more inform-
ation on content visibility, see Content Visibility Rules.

Note: You can also add custom channels to your custom subject
by following procedures in Create a New Custom Channel, and
ensure you select the custom area and subject from the Subject
drop-down list.

Edit a Custom Subject

Prior to working with custom areas and subjects, see Area and Subject Best
Practices.

To edit a custom subject

1. From the Admin menu, click CONTENT > Custom Areas & Subjects.
The Custom Areas page displays.

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 2. Locate the area that contains the custom subject you want to edit.

3. Select the area card or the number of Subjects link. The area page dis-
plays.

4. Locate the subject you want to edit and select Edit. The Edit Subject

page displays.

5. You can edit any of the following:

l Subject title

l Image

l The Learners can select this subject as a skill and receive

recommendations selection (Select this if you want this subject
presented to learners when they select their skills.)

l Custom or Skillsoft channels and journeys contained in the subject

l Language selections and titles

6. Select Publish to save your changes.

Delete a Custom Subject

Prior to working with custom areas and subjects, see Area and Subject Best
Practices.

You must remove all custom channels from the subject prior to deletion.

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To delete a custom subject from a custom area

1.
Remove all custom channels from the subject.

a. Determine which channels are in the subject you wish to

delete by locating the area and subject in the library, and
viewing the subject's library page.

b. From the Admin menu, click CONTENT > Custom Chan-

nels. The Custom Channels list displays.

c. Click the title of the channel you wish to remove from the
custom subject. The Channel page displays.

d. In the channel header, click Edit. The Edit Channel page

displays.

e. In the Channel details section, click the X on the custom

area/subject association.

f. Click Save and add content. The Channel page displays.

g. Click Publish.

h. When the confirmation message displays, click Publish .

The channel is immediately removed from the custom sub-
ject.

i. Repeat for all channels in the custom subject you want to

delete.

2. From the Admin menu, click CONTENT > Custom Areas & Subjects.
The Custom Areas page displays.

3. Locate and select the custom area that contains the custom subject you
wish to delete.

4. Locate the custom subject you wish to delete, then click Edit. The cus-

tom subject's page displays.

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 5. At the top of the page, click Delete this subject.

6. When the confirmation message displays, click Delete.

Your subject is immediately deleted from the custom area.

Custom Channels
You can create custom channels specifically for your organization. You can cre-
ate a new (blank) custom channel, copy an existing custom channel, or copy an
existing Skillsoft channel. You can include a selection of custom content, Skill-
soft content, or a combination of both.

Prior to creating custom channels, Skillsoft recommends you review theCus-

tom Content Best Practices documentation.

Automatic content updates

l Skillsoft channels automatically receive new Skillsoft content offerings as
those offerings become available.

l To receive automatic updates to a copied channel, you must not add or

remove any content from the channel. You can change the title, descrip-
tion, and image without impacting automatic content updates to the
copied channel.

l If you copy a Skillsoft channel and add/remove content, your custom

channel does not automatically receive new Skillsoft content offerings.

Channel creation
l Check that existing channels do not already cover the topics you want to
see in your custom channels.

l Do not create large amounts of custom channels.

l Ensure you have complete descriptions written for each channel.

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Content selection
Ensure you know what content is already available on your site.

l Locate both Skillsoft and custom content using search, and by browsing
your existing channels.

l Review your custom-linked content items.

l To identify courses in a local language, see Find a course in a different

language or use the All content listing by collection or All content listing by
title reports and filter on the English Equivalent Title column for the Eng-
lish title you are using.

Create a New Custom Channel

You can create new, customized channels in all supported languages. You can
include a selection of custom content, Skillsoft content, or a combination of
both.

To create a new custom channel

1. From the Admin menu, select CONTENT > Custom Channels. The Cus-
tom Channels page displays.

2. Click Add Custom Channel. The Create Channel page displays.

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 Note: You can create new custom channels in all supported
languages, but you must first create the channel in English
before creating the additional languages.

3. Enter a unique Title for the channel.

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 4.
Note: Titles are required to be unique. If you have already
used a title in another channel, the new title here needs to
be different.

5. Enter a Description. To ensure consistent display to the learner, format-

ting done to text in the description box may be lost when shown in the Per-
cipio learner interface.

Note: The more text you enter into the description, the
easier it is for your users to find the channel in their search
results.

6. Choose a background image.

l The background image displays at the top of the channel.

l Channel images must be uploaded to Percipio in a 16x9 aspect

ratio.

l The recommended size for the image is 1920 x 1080px with a file
size of no more than 300k.

7. Enter a channel source, to inform your learners about who created the
channel, or where the content in the channel originated. The source
defaults to your organization name.

8. Select your area and subject (for library placement) from the Subject
drop-down list. You can select either Skillsoft or custom areas and sub-
jects.

9. Click Save and add content. The channel page displays.

10.
Add content to the channel.

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 Modifications to the content selections affect only the selected
language view.

a. In the channel header, select a language from the drop-

down menu.

b. On the channel page, add new content:

o Click Add content from library: Search the Skillsoft
library for existing content.

i. Enter search terms and click .

Note: You can only search con-

tent in the language selected in
the channel header. If no lan-
guage options are available to you
on the header, search results are
in English.

ii. Optionally, use the filters to refine your search

results.

iii. Click next to the content to add it to the

channel.

You can include a selection of custom content,

Skillsoft content, or a combination of both.If
using Skillsoft content, ensure your users can
view and access it by including them in audi-
ences that are associated with the content
license pools.

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 o Click Add linked content from another
source: The Add Linked Content page displays, and
you can create a new external link for your channel.
Once created, Percipio returns you to the channel
page, with the new external link added to your chan-
nel. See Create an External Link for steps.

c. If you added content but want to remove it before saving,

click .

d. Click Done.

The number of assets in each modality updates in yellow.

To see the newly-added content, click the tabs.

11.
Remove content from the channel.

Modifications to the content selections affect only the selected

language view.

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 a. In the channel header, select a language from the drop-
down menu.

b. Locate the content you want to remove from the channel.

c. Click . The content is removed from the channel list and

the number of assets updates.

12.
Associate one or more audiences to the custom channel.

a. In the Audiences section, click Select audiences.

b. Search for the audiences you want to access the custom

channel.

c. Click for all audiences you wish to associate to the cus-

tom channel.

d. Click Done. The Create Channel page displays again.

e. Click Publish. The custom channel publishes to Percipio

and is available to the users in your selected audiences

Note: If you do not select an audience, the custom channel

displays to all learners via the All users audience. If a
learner is not entitled to content in the custom channel, an
error message displays to him instead of the asset. To avoid
this, select one or more audiences associated to the license
pool in which the channel's content is included.

13. Select one of the available actions:

l Save and close: Saves your changes for modification or pub-

lication later, and places your channel into a Draft status. You can
then associate the custom channel to an audience.

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 l Publish: Publishes your channel to Percipio, and places your chan-
nel into a Published status. By default, the custom channel is asso-
ciated to the All Users audience. If you do not want all users in your
organization to access the content within your custom channel,
associate the custom channel to another audience.

Note: It may take several minutes for the channel to

display in the library and in search results.

Copy a Custom Channel

You can copy a custom channel that is in a Published status in Percipio. Copy-
ing a custom channel that is in an Unpublished Changes status only copies
the channel's currently-published header and content.

To copy a custom channel

1. From the Admin menu, select CONTENT > Custom Channels. The Cus-
tom Channels page displays.

2. Locate the custom channel you wish to copy.

3. Click > Copy and edit channel. The channel page displays.

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 4. Edit the channel:

l If the custom channel you copied has multiple technologies, ver-

sions, and/or expertise levels, see Edit a Multi-view Custom Chan-
nel.

l If the custom channel you copied does not have multiple tech-
nologies, versions, and/or expertise levels, see Edit a Single-view
Custom Channel.

Multi-view Channels
Multi-view channels can contain multiple languages, technologies, versions,
and/or expertise levels; each combination of these selections presents a dif-
ferent channel view. A channel view displays the content within the channel
selections.

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Important information about multi-view channels

l Review the Automatic content updates section on the Custom Channels

page.

l You can copy an existing Skillsoft or custom multi-view channel.

l When you copy a multi-view channel, all channel views (all versions of
the technologies, languages, versions, and expertise levels) are copied
within it.

l You can copy multi-view channels and customize them in supported lan-
guages using Skillsoft content, custom content, or a combination of both.

Note: If you copy a channel that has languages you did not
license, those language views also get copied and must be
hidden in order for you to publish the channel.

l When you create a copy of a Skillsoft channel, it becomes a custom chan-

nel.

Copyright © Skillsoft Ireland Limited - All rights reserved. 289

 l You can modify a custom channel that is in a Draft, Unpublished
Changes, or Published status in Percipio.

l When you copy a multi-view channel, all channel views are copied into all
available languages, and are given a default title of the original channel's
name with a date and time stamp attached (for example Excel - (2018-12-
11T17:29:09.691).

Copy a Multi-view Stock Channel

Prior to copying a multi-view stock channel, Skillsoft recommends you review

the following:

l Important information about multi-view channels

l Automatic content updates for copied channels

To copy a multi-view stock channel

1. Using the library or search, navigate to the multi-view channel you wish
copy.

2. In the channel header, click > Copy and edit channel.

Note: All channel views (languages, technologies, versions

of technologies, and expertise levels) are copied when you
copy a multi-view channel.

3. Enter a new title for the channel.

4. Click Ok. The channel page displays.

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 5. Edit the multi-view custom channel.

Edit a Multi-view Custom Channel

Multi-view channels can contain multiple languages, technologies, versions,

and/or expertise levels; each combination of these selections presents a dif-
ferent channel view. A channel view displays the content within the channel
selections.

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To edit a multi-view custom channel

1. From the Admin menu, select CONTENT > Custom Channels. The Cus-
tom Channels page displays.

2. Locate the multi-view custom channel you wish to modify.

3. Click the channel name, or click > Edit. The channel page displays.

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4. In the header, select the language, technology, version, and/or expert-
ise. These selections make up the channel view you are editing.

a.
Optionally, add additional languages for the channel.

When you copied the multi-view channel, all channel views

(languages, technologies, versions, and expertise levels)
were copied within it.

a. On the header, click the Language drop-down. Avail-

able languages display in a list.

b. Select the language(s) you want the channel to be

available in.
A new channel view is added for each selected lan-
guage.

c. In the Language drop down, select the language

view you wish to edit.

d. Click Show this view to learners to make the

channel view available to learners when you publish
the channel.

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 Note: You cannot hide the English view
of a channel.

5.
Change the title for each language in which the multi-channel is
copied.

When you copied the multi-view channel, all channel views (lan-
guages, technologies, versions, and expertise levels) were
copied within it.

a. Select a language from the drop-down list.

b. Click Edit. The Edit Channel page displays.

c. Change the Title.

d. Click Save and add content. The channel page displays.

e. Repeat these steps for each language.

6.
Modify the channel header.

Modifications to the channel header affect only the selected lan-

guage view.

a. In the channel header, select a language from the drop-

down menu.

b. Click Edit. The Edit Channel page displays.

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 c. Enter a new Title for the channel. This title displays regard-
less of what channel view the learner selects.

Note: Before proceeding, Skillsoft recom-

mends that you change the copied channel
title for each language on your site, regard-
less of whether you plan to use the channel in
multiple languages or not. See step 1.

d. Enter a Description.

Note: The more text you enter into the

description, the easier it is for your users to
find the channel in their search results.

e. In the Channel details section, choose a background

image.

l The background image displays at the top of the

channel.

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 l Channel images must be uploaded to Percipio in a
16x9 aspect ratio.

l The recommended size for the image is 1920 x

1080px with a file size of no more than 300k

f. Select your area and subject (for library placement) from

the Subject drop-down list. You can select either Skillsoft
or custom areas/subjects.

g. Click Save and add content.

7. Hide channel views you do not want your learners to access.

8. Select the language of the channel you wish to modify from the language
drop-down.

9. Select the channel view you wish to edit by choosing the specific lan-
guage, technology, version, and/or expertise level from the drop-downs in
the header.

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10.
Add content to the channel view.

Modifications to the content selections affect only the selected

channel view (language, technology, version, and/or expertise
selected in the header).

a. In the channel header, select a language from the drop-

down menu.

b. On the channel page, add new content:

o Click Add content from library: Search the Skillsoft
library for existing content.

i. Enter search terms and click .

Note: You can only search con-

tent in the language selected in
the channel header. If no lan-
guage options are available to you
on the header, search results are
in English.

ii. Optionally, use the filters to refine your search

results.

iii. Click next to the content to add it to the

channel.

You can include a selection of custom content,

Skillsoft content, or a combination of both.If
using Skillsoft content, ensure your users can
view and access it by including them in

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 audiences that are associated with the content
license pools.
o Click Add linked content from another
source: The Add Linked Content page displays, and
you can create a new external link for your channel.
Once created, Percipio returns you to the channel
page, with the new external link added to your chan-
nel. See Create an External Link for steps.

c. If you added content but want to remove it before saving,

click .

d. Click Done.

The number of assets in each modality updates in yellow.

To see the newly-added content, click the tabs.

11.
Remove content from the channel view.

Modifications to the content selections affect only the selected

channel view.

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 a. In the channel header, select a language from the drop-
down menu.

b. Locate the content you want to remove from the channel.

c. Click . The content is removed from the channel list and

the number of assets updates.

12.
Associate one or more audiences to the custom channel.

a. In the Audiences section, click Select audiences.

b. Search for the audiences you want to access the custom

channel.

c. Click for all audiences you wish to associate to the cus-

tom channel.

d. Click Done. The Create Channel page displays again.

e. Click Publish. The custom channel publishes to Percipio

and is available to the users in your selected audiences

Note: If you do not select an audience, the custom channel

displays to all learners via the All users audience. If a
learner is not entitled to content in the custom channel, an
error message displays to him instead of the asset. To avoid
this, select one or more audiences associated to the license
pool in which the channel's content is included.

13. Select one of the available actions:

l Save and close: Saves your changes for modification or pub-

lication later, and places your channel into a Draft status. You can
then associate the custom channel to an audience.

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 l Publish: Publishes your channel to Percipio, and places your chan-
nel into a Published status. By default, the custom channel is asso-
ciated to the All Users audience. If you do not want all users in your
organization to access the content within your custom channel,
associate the custom channel to another audience.

Note: It may take several minutes for the channel to

display in the library and in search results.

Manage Hidden Content

Using the hide and show features of channels and journeys along with the Man-
age Hidden Content page, you can control what your learners see when inter-
acting with Percipio.

NOTE: Content within a hidden channel or journey still shows in

search results, but learners cannot see the content, channel, or
journey when browsing. If you want to hide content from learners
who search, hide the channel or journey and the individual con-
tent item.

Content continues to automatically update in hidden Skillsoft channels and jour-

neys.

Hiding individual content items

When you choose to hide an individual content item, it does not show when the
learner browses or searches. This is true whether the learner is using Percipio
on the web, the mobile app, or the Percipio app for Microsoft Teams. Other
important information about hiding content include:

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 l Hidden content items do not show in channels, journeys, or assignments.

l Learners can still complete a journey or assignment even if they can't see
all the content.

l Hidden content does not show in re-engagement or recommendation

email notifications.

l Admins do not see hidden content when they make assignments or use
content promotions.

l If you use a content item in an assignment or promotion, then hide that

item, learners will still see the item, but if they go to launch it, they get a
message that they don't have access to the item.

To hide individual content items

These steps hide the content items from your learners and admins
from browse and search. Items already used in assignments or pro-
motions remain visible to the learner.

1. From the Content menu, select Manage Hidden Content.

Ensure the Content tab is active.

2. Select Find content to hide.

3. Select the language of the content to hide.

4. Search for the title you want to hide.

5. From the list of results, locate the item to hide, then select the

blue plus .

6. Repeat steps 3, 4, and 5 until you select all content you want to
hide. Percipio keeps your selections between searches.

7. From the bottom of the page, select Hide content.

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 8. In the pop up box that appears, select a reason for hiding the con-
tent.

9. Review the list of items for accuracy.

10. Select Hide content. Learners no longer see the items when
they browse or search.

To show hidden content items

These steps show hidden content items to your learners.

1. From the Content menu, select Manage Hidden Content.

Ensure the Content tab is active.

2. From the list, locate the content you want to make visible.

3. Click > Make visible.

4. In the pop up box that appears, select Make Visible. You can
also choose to Cancel at this point to keep the item hidden.

If you want to show many items at the same time:

1. Click Bulk Actions.

2. Select all or some of the items using the check box on the left.

3. With items selected select Make content visible.

Hide channels

When you hide channels, you are only hiding the channel from learners when
they browse or search. Learners can still discover individual content items
within a hidden channel when searching. This is so you can create a copy of a
Skillsoft channel then customize it and learners can still access the content.
You can then hide the original Skillsoft channel so learners only see your cus-
tom channel.

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To hide an entire Skillsoft or custom channel

These steps hide the entire channel from your learners. If you wish to
hide specific channel views of a multi-view channel, see the To hide a
channel view drop-down below.

1. Using the library or search, browse to the channel you want to

hide.

2. In the channel header, click > Hide.

3. Click Hide in the dialog box to confirm you want to hide the chan-
nel. The Manage Hidden Content list displays, updated with the
channel you hid, and the channel is no longer available to
learners.

To hide a custom channel view

You can hide a language view only from custom multi-view channels.

You cannot hide a single language view from multi-view Skillsoft chan-
nels; you must hide the entire Skillsoft channel.

1. From the Admin menu, click CONTENT > Channels. The Cus-
tom Channels page displays.

2. Locate the custom multi-view channel that has the view(s) you
wish to hide from your learners.

3. Click the channel name to open it.

4. In the channel header, select the language, technology, version,

and/or expertise level from the drop-downs to open the view you
wish to hide.

5. Click Hide this view from learners. The page refreshes and
the channel content is hidden.

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 6. Repeat these steps for all views you wish to hide.

7. Select one of the available actions:

l Save and close: Saves your changes for modification or

publication later, and places your channel into a Draft
status. You can then associate the custom channel to an
audience.

l Publish: Publishes your channel to Percipio, and places

your channel into a Published status. By default, the cus-
tom channel is associated to the All Users audience. If you
do not want all users in your organization to access the con-
tent within your custom channel, associate the custom
channel to another audience.

Note: It may take several minutes for the

channel to display in the library and in search
results.

Hide journeys

When you hide journeys, you are only hiding the journey from learners when
they browse or search. Learners can still discover individual content items that
exist in a hidden journey when they search. This is so you can create a copy of

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a Skillsoft Aspire journey then customize it and learners can still access the con-
tent. You can then hide the original Skillsoft Aspire journey so learners only see
your custom journey.

To hide an Aspire or custom journey

You might choose to hide a Skillsoft Aspire Journey, if you made a

copy of it so you could add content in other languages. This procedure
hides the entire journey from your learners.

1. Using the library or search, browse to the journey you want to

hide.

2. In the journey header, click > Hide.

3. Click Hide in the dialog box to confirm you want to hide the jour-
ney. The Manage Hidden Content list displays, updated with the
journey you hid, and the journey is no longer available to
learners.

Show hidden channels

To show a hidden Skillsoft or custom channel

There are two ways you can show a hidden channel.

To show a hidden channel from the Manage Hidden Content

page

1. From the Admin menu, select CONTENT > Manage Hidden

Content page.

2. Locate the channel you want to show to your learners.

3. Click > Make visible.

4. Click Show in the dialog box to confirm you want to show the
channel to learners.

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 The list updates, with the selected channel removed from the list,
and the channel is immediately available to learners.

To show a hidden channel from the Custom Channels page

1. From the Admin menu, select CONTENT > Custom Channels

page.

2. Locate the channel you want to show to your learners. Hidden

channels are marked with an eye icon.

3. Click > Make visible.

4. Click Show in the dialog box to confirm you want to show the
channel to learners.

To show a hidden custom channel view

1. From the Admin menu, select CONTENT > Channels. The Cus-
tom Channels page displays.

2. Locate the multi-view channel.

3. Click the channel name to open it.

4. In the channel header, choose your selections to display the hid-

den channel view.

5. Click Show this view to learners. The page refreshes and the
channel content displays.

6. Select one of the available actions:

l Save and close: Saves your changes for modification or

publication later, and places your channel into a Draft
status. You can then associate the custom channel to an
audience.

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 l Publish: Publishes your channel to Percipio, and places
your channel into a Published status. By default, the cus-
tom channel is associated to the All Users audience. If you
do not want all users in your organization to access the con-
tent within your custom channel, associate the custom
channel to another audience.

Note: It may take several minutes for the

channel to display in the library and in search
results.

Show hidden journeys

To show a hidden Aspire or custom journey

There are two ways you can show a hidden journey.

To show a hidden journey from the Manage Hidden Content

page

1. From the Admin menu, click CONTENT > Manage Hidden Con-
tent page.

2. Locate the journey you want to show to your learners.

3. Click > Make visible.

4. Click Show in the dialog box to confirm you want to show the
journey to learners.

The list displays, with the selected journey removed from the list,
and the journey is immediately available to learners.

To show a hidden channel from the Custom Journeys page

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 1. From the Admin menu, click CONTENT > Journeys page.

2. Locate the journey you want to show to your learners. Hidden

journeys are marked with an eye icon.

3. Click > Make visible.

4. Click Show in the dialog box to confirm you want to show the
journey to learners.

Single-view Channels
A single-view channel does not have technology, version, or expertise level
selections on the header.

Important information about single channels

l Review the Automatic content updates section on the Custom Channels

page.

l You can copy an existing Skillsoft single-view channel or an existing cus-

tom channel, and you can copy it into any of your supported languages. If

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 you do not have content available within your selected language, a mes-
sage displays.

l You can copy single-view channels and customize them in supported lan-
guages using Skillsoft content, custom content, or a combination of both.

l You can edit a channel that is in a Draft, Unpublished Changes, or Pub-

lished status in Percipio.

Copy a Single-view Skillsoft Channel

Prior to copying a single-view Skillsoft channel, review the following:

l Important information about single-view channels

l Automatic content updates for copied channels

To copy a single-view Skillsoft channel

1. Using the library or search, navigate to the single-view Skillsoft channel

you wish copy.

2. In the channel header, click > Copy and edit channel.

3. Enter a new title for the channel.

4. Click OK. The channel page displays.

5. Edit the new single-view custom channel you created.

Edit a Single-view Custom Channel

A single-view channel does not have technology, version, or expertise level

selections on the header.

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You can edit a custom channel that is in a Draft, Unpublished Changes, or
Published status in Percipio.

To edit a single-view channel

1. From the Admin menu, select CONTENT > Custom Channels. The Cus-
tom Channels page displays.

2. Click the channel name, or click > Edit. The channel page displays.

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3.
Modify the channel header.

a. From the CONTENT > Custom Channels page, locate

the custom channel you wish to modify.

b. Click the channel name, or click > Edit. The channel

page displays.

c. Enter a new title for the channel.

d. Enter a description.

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 Note: The more text you enter into the
description, the easier it is for your users to
find the channel in their search results.

e. Choose a background image.

l The background image displays at the top of the

channel.

l Channel images must be uploaded to Percipio in a

16x9 aspect ratio.

l The recommended size for the image is 1920 x

1080px with a file size of no more than 300k

f. Select your area and subject from the drop-down list. You
can select either stock or custom areas/subjects.

g. Click Save and add content.

4.
Add content to the channel.

Modifications to the content selections affect only the selected

language view.

a. In the channel header, select a language from the drop-

down menu.

b. On the channel page, add new content:

o Click Add content from library: Search the Skillsoft
library for existing content.

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 i. Enter search terms and click .

Note: You can only search con-

tent in the language selected in
the channel header. If no lan-
guage options are available to you
on the header, search results are
in English.

ii. Optionally, use the filters to refine your search

results.

iii. Click next to the content to add it to the

channel.

You can include a selection of custom content,

Skillsoft content, or a combination of both.If
using Skillsoft content, ensure your users can
view and access it by including them in audi-
ences that are associated with the content
license pools.
o Click Add linked content from another
source: The Add Linked Content page displays, and
you can create a new external link for your channel.
Once created, Percipio returns you to the channel
page, with the new external link added to your chan-
nel. See Create an External Link for steps.

c. If you added content but want to remove it before saving,

click .

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 d. Click Done.

The number of assets in each modality updates in yellow.

To see the newly-added content, click the tabs.

5.
Remove content from the channel.

Modifications to the content selections affect only the selected

language view.

a. In the channel header, select a language from the drop-

down menu.

b. Locate the content you want to remove from the channel.

c. Click . The content is removed from the channel list and

the number of assets updates.

6.
Associate one or more audiences to the custom channel.

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 a. In the Audiences section, click Select audiences.

b. Search for the audiences you want to access the custom

channel.

c. Click for all audiences you wish to associate to the cus-

tom channel.

d. Click Done. The Create Channel page displays again.

e. Click Publish. The custom channel publishes to Percipio

and is available to the users in your selected audiences

Note: If you do not select an audience, the custom channel

displays to all learners via the All users audience. If a
learner is not entitled to content in the custom channel, an
error message displays to him instead of the asset. To avoid
this, select one or more audiences associated to the license
pool in which the channel's content is included.

7. Select one of the available actions:

l Save and close: Saves your changes for modification or pub-

lication later, and places your channel into a Draft status. You can
then associate the custom channel to an audience.

l Publish: Publishes your channel to Percipio, and places your chan-

nel into a Published status. By default, the custom channel is asso-
ciated to the All Users audience. If you do not want all users in your
organization to access the content within your custom channel,
associate the custom channel to another audience.

Note: It may take several minutes for the channel to

display in the library and in search results.

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Associate a Custom Channel to an Audience
To control which learners can view your custom channels, associate the chan-
nels to one or more audiences. This entitles only those learners within the spe-
cified audience(s) to view the custom channels. You can associate custom
channels and audiences through the Create Audience, Edit Audience,
Create Custom Channel, and Edit Custom Channel pages in Percipio. You
can also associate an audience to a custom channel within the Custom Chan-
nel workflow.

Note: Skillsoft content within a custom channel remains viewable

to users who have a license to the content, but they can only
access it via browsing the library, Percipio Search, or from an
assignment containing the content. See Audience Associations
for information about granting licenses to users.

To associate a new custom channel to an existing audience

This procedure is available only to Site Admins and Content Curators.

1. From the Admin menu, select CONTENT > Custom Channels.

The Custom Channels page displays.

2. Click Add Custom Channel. The Create Channel page dis-

plays.

3. Enter a Title and Description for the channel, and select a back-
ground image.

4. Select your area and subject (for library placement) from the Sub-
ject drop-down list.

5. Click Save and add content.

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 6. Add content to the channel. For details about this step, see Add
content to the channel.

7. At the bottom of the Create Channel page, in the Audience sec-

tion, click Select audiences. The Select Audiences page dis-
plays.

8. Use the search to locate the audiences you want to associate to

the custom channel and click next to all audiences you wish

to include.

Note: If you do not select an audience, the custom

channel displays to all learners via the All users
audience. If a learner is not entitled to content in the
custom channel, an error message displays to him
instead of the asset. To avoid this, select one or
more audiences associated to the license pool in
which the channel's content is included.

9. Click Done. The Create Channel page displays again.

10. Click Publish.

Your channel publishes to Percipio and is available to the

learners in your selected audiences.

To associate an existing custom channel to an existing audience

This procedure is available only to Site Admins and Content Curators.

See the Important information about associating custom channels and
audiences section above to view potential learner impacts.

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 1. From the Admin menu, select CONTENT > Custom Channels.
The Custom Channels page displays.

2. Locate the channel you wish to associate to an audience.

3. Click > Edit. The Edit Custom Channel page displays.

4. In the Audience section, click Select audiences. The Select

Audiences page displays.

Note: If you do not select an audience, the custom

channel displays to all learners via the All users
audience. If a learner is not entitled to content in the
custom channel, an error message displays to him
instead of the asset. To avoid this, select one or
more audiences associated to the license pool in
which the channel's content is included.

5. Use the search to locate the audiences you want to associate to

the custom channel and click next to all audiences you wish

to include.

6. Click Done. The Create Channel page displays again.

7. Click Publish.

Your channel publishes to Percipio and is available to the

learners in your selected audiences.

To associate a new audience to an existing custom channel

This procedure is available only to Site Admins.

1. From the Admin menu, click USERS > Audience Management.

2. Click Create Audience. The Create Audience page displays.

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 3. Enter the audience details.

4. Define your audience by specifying user attributes, adding indi-

vidual users, or both.

5. In the Content association section, click Associate custom

channels.

6. Either browse the list or enter a search term to locate the custom
channel you want to associate to your audience.

7. Click for each custom channel you wish to associate to your

audience.

8. Click Associate to audience. The Create Audience page dis-

plays again.

9. Click Create Audience.The audience displays in the audience

list and is associated to the custom channel(s).

To associate an existing audience to an existing custom channel

This procedure is available only to Site Admins.

1. From the Admin menu, click USERS > Audience Management.

2. Locate the audience you wish to associate with the custom chan-
nel.

3. Click > Edit. The Edit Audience page displays.

4. In the Content association section, click Associate custom

channels.

5. Either browse the list or enter a search term to locate the custom
channel.

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 6. Click for each custom channel you wish to associate to your

audience.

7. Click Associate to audience.

Note about Assignments: If a learner is removed

from an associated audience and content within the
custom channel is included in one or more of their
assignments, the assignment remains on the
Assignments page only if it is in an In Progress or
Completed status, or if it contains content entitled
to them via another audience association. Any con-
tent within the assignment that they are no longer
entitled to displays as unavailable, and the assign-
ment cannot be completed.

8. Click Update Audience.

9. Repeat steps 2 - 7 for additional audiences you want to asso-

ciate to the custom channel

Important information about associating custom channels and audi-

ences

l By default, custom channels are associated to the All Users audience.

l When you associate a custom channel to one or more audiences, the All
Users audience association is removed and only the specified audience
(s) can access the channel.

l If you change the audience association from All Users to a specific audi-
ence, learners in the All Users audience lose access to the channel's
content because only those learners in the specified audience can
access the content.

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 l Adding learners to an associated audience automatically entitles them to
view the custom channel and grants them license to all content within it.

l If you remove a learner from an associated audience, they lose access to

the channel's content (if they do not have access to the specific content
from any other audience associations).

Add a Language View to a Custom Channel

A language view displays the content within a specific language of a channel.
You can add a language view to both custom single-view and custom multi-
view custom channels that are in a Draft, Unpublished Changes, or Pub-
lished status in Percipio.

To add a language view

1. From the Admin menu, select CONTENT > Custom Channels. The Cus-
tom Channels page displays.

2. Locate the custom channel to which you want to add a language view.

3. Select the channel name, or > Edit. The channel page displays.

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4. If your custom channel is a multi-view channel, set the channel view by
selecting the specific technology, version, and/or expertise level from the
drop-downs in the header.

Note: Content added to this channel view only displays

when the selections here match the learner's selections.

For example, you create a copy of the Outlook channel and

select the following options:

Language: English
Technology: Outlook
Version: 2016 (Mac)

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 Expertise level: Beginner

Setting these options opens the English: Outlook 2016

(Mac) for Beginners view. Content within this view is only vis-
ible to learners if they select the same options. So if you add
a Setting Up course to the English: Outlook 2016 (Mac) for
Beginners view, learners who select a different language,
technology, version, or expertise level do not see that spe-
cific course; you must add it to each view.

5. On the header, select the Language drop-down.

6. Select Add Language. The language box displays:

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 If the channel is already available in one or more supported languages,
those languages are not listed in the language box.

7. Select the language(s) you want the channel to be available in and select
Add.

A new language view is added for each selected language.

8. In the Language drop down, select the language view you wish to edit.

9. Select Show this view to learners to make the channel view avail-
able to learners when you publish the channel.

10.
Note: You cannot hide the English view of a channel.

11. Add content to the language view. To identify courses in a local language,
see Find a course in a different language or use the All content listing by
collection or All content listing by title reports and filter on the English
Equivalent Title column for the English title you are using.

Note: Language views do not publish and are not available

to learners until you add at least one content item.

12. Add content items:

l If the custom channel you copied has multiple technologies, ver-

sions, and/or expertise levels, see Edit a Multi-view Custom Chan-
nel.

Copyright © Skillsoft Ireland Limited - All rights reserved. 324

 l If the custom channel you copied does not have multiple tech-
nologies, versions, and/or expertise levels, see Edit a Single-view
Custom Channel.

Manage Hidden Content

Using the hide and show features of channels and journeys along with the Man-
age Hidden Content page, you can control what your learners see when inter-
acting with Percipio.

NOTE: Content within a hidden channel or journey still shows in

search results, but learners cannot see the content, channel, or
journey when browsing. If you want to hide content from learners
who search, hide the channel or journey and the individual con-
tent item.

Content continues to automatically update in hidden Skillsoft channels and jour-

neys.

Hiding individual content items

When you choose to hide an individual content item, it does not show when the
learner browses or searches. This is true whether the learner is using Percipio
on the web, the mobile app, or the Percipio app for Microsoft Teams. Other
important information about hiding content include:

l Hidden content items do not show in channels, journeys, or assignments.

l Learners can still complete a journey or assignment even if they can't see
all the content.

l Hidden content does not show in re-engagement or recommendation

email notifications.

l Admins do not see hidden content when they make assignments or use
content promotions.

Copyright © Skillsoft Ireland Limited - All rights reserved. 325

 l If you use a content item in an assignment or promotion, then hide that
item, learners will still see the item, but if they go to launch it, they get a
message that they don't have access to the item.

To hide individual content items

These steps hide the content items from your learners and admins
from browse and search. Items already used in assignments or pro-
motions remain visible to the learner.

1. From the Content menu, select Manage Hidden Content.

Ensure the Content tab is active.

2. Select Find content to hide.

3. Select the language of the content to hide.

4. Search for the title you want to hide.

5. From the list of results, locate the item to hide, then select the

blue plus .

6. Repeat steps 3, 4, and 5 until you select all content you want to
hide. Percipio keeps your selections between searches.

7. From the bottom of the page, select Hide content.

8. In the pop up box that appears, select a reason for hiding the con-
tent.

9. Review the list of items for accuracy.

10. Select Hide content. Learners no longer see the items when
they browse or search.

To show hidden content items

These steps show hidden content items to your learners.

Copyright © Skillsoft Ireland Limited - All rights reserved. 326

 1. From the Content menu, select Manage Hidden Content.
Ensure the Content tab is active.

2. From the list, locate the content you want to make visible.

3. Click > Make visible.

4. In the pop up box that appears, select Make Visible. You can
also choose to Cancel at this point to keep the item hidden.

If you want to show many items at the same time:

1. Click Bulk Actions.

2. Select all or some of the items using the check box on the left.

3. With items selected select Make content visible.

Hide channels

When you hide channels, you are only hiding the channel from learners when
they browse or search. Learners can still discover individual content items
within a hidden channel when searching. This is so you can create a copy of a
Skillsoft channel then customize it and learners can still access the content.
You can then hide the original Skillsoft channel so learners only see your cus-
tom channel.

To hide an entire Skillsoft or custom channel

These steps hide the entire channel from your learners. If you wish to
hide specific channel views of a multi-view channel, see the To hide a
channel view drop-down below.

1. Using the library or search, browse to the channel you want to

hide.

2. In the channel header, click > Hide.

Copyright © Skillsoft Ireland Limited - All rights reserved. 327

 3. Click Hide in the dialog box to confirm you want to hide the chan-
nel. The Manage Hidden Content list displays, updated with the
channel you hid, and the channel is no longer available to
learners.

To hide a custom channel view

You can hide a language view only from custom multi-view channels.

You cannot hide a single language view from multi-view Skillsoft chan-
nels; you must hide the entire Skillsoft channel.

1. From the Admin menu, click CONTENT > Channels. The Cus-
tom Channels page displays.

2. Locate the custom multi-view channel that has the view(s) you
wish to hide from your learners.

3. Click the channel name to open it.

4. In the channel header, select the language, technology, version,

and/or expertise level from the drop-downs to open the view you
wish to hide.

5. Click Hide this view from learners. The page refreshes and
the channel content is hidden.

Copyright © Skillsoft Ireland Limited - All rights reserved. 328

 6. Repeat these steps for all views you wish to hide.

7. Select one of the available actions:

l Save and close: Saves your changes for modification or

publication later, and places your channel into a Draft
status. You can then associate the custom channel to an
audience.

l Publish: Publishes your channel to Percipio, and places

your channel into a Published status. By default, the cus-
tom channel is associated to the All Users audience. If you
do not want all users in your organization to access the con-
tent within your custom channel, associate the custom
channel to another audience.

Note: It may take several minutes for the

channel to display in the library and in search
results.

Hide journeys

When you hide journeys, you are only hiding the journey from learners when
they browse or search. Learners can still discover individual content items that
exist in a hidden journey when they search. This is so you can create a copy of
a Skillsoft Aspire journey then customize it and learners can still access the con-
tent. You can then hide the original Skillsoft Aspire journey so learners only see
your custom journey.

To hide an Aspire or custom journey

You might choose to hide a Skillsoft Aspire Journey, if you made a

copy of it so you could add content in other languages. This procedure
hides the entire journey from your learners.

Copyright © Skillsoft Ireland Limited - All rights reserved. 329

 1. Using the library or search, browse to the journey you want to
hide.

2. In the journey header, click > Hide.

3. Click Hide in the dialog box to confirm you want to hide the jour-
ney. The Manage Hidden Content list displays, updated with the
journey you hid, and the journey is no longer available to
learners.

Show hidden channels

To show a hidden Skillsoft or custom channel

There are two ways you can show a hidden channel.

To show a hidden channel from the Manage Hidden Content

page

1. From the Admin menu, select CONTENT > Manage Hidden

Content page.

2. Locate the channel you want to show to your learners.

3. Click > Make visible.

4. Click Show in the dialog box to confirm you want to show the
channel to learners.

The list updates, with the selected channel removed from the list,
and the channel is immediately available to learners.

To show a hidden channel from the Custom Channels page

1. From the Admin menu, select CONTENT > Custom Channels

page.

Copyright © Skillsoft Ireland Limited - All rights reserved. 330

 2. Locate the channel you want to show to your learners. Hidden
channels are marked with an eye icon.

3. Click > Make visible.

4. Click Show in the dialog box to confirm you want to show the
channel to learners.

To show a hidden custom channel view

1. From the Admin menu, select CONTENT > Channels. The Cus-
tom Channels page displays.

2. Locate the multi-view channel.

3. Click the channel name to open it.

4. In the channel header, choose your selections to display the hid-

den channel view.

5. Click Show this view to learners. The page refreshes and the
channel content displays.

6. Select one of the available actions:

l Save and close: Saves your changes for modification or

publication later, and places your channel into a Draft
status. You can then associate the custom channel to an
audience.

l Publish: Publishes your channel to Percipio, and places

your channel into a Published status. By default, the cus-
tom channel is associated to the All Users audience. If you
do not want all users in your organization to access the con-
tent within your custom channel, associate the custom
channel to another audience.

Copyright © Skillsoft Ireland Limited - All rights reserved. 331

 Note: It may take several minutes for the
channel to display in the library and in search
results.

Show hidden journeys

To show a hidden Aspire or custom journey

There are two ways you can show a hidden journey.

To show a hidden journey from the Manage Hidden Content

page

1. From the Admin menu, click CONTENT > Manage Hidden Con-
tent page.

2. Locate the journey you want to show to your learners.

3. Click > Make visible.

4. Click Show in the dialog box to confirm you want to show the
journey to learners.

The list displays, with the selected journey removed from the list,
and the journey is immediately available to learners.

To show a hidden channel from the Custom Journeys page

1. From the Admin menu, click CONTENT > Journeys page.

2. Locate the journey you want to show to your learners. Hidden

journeys are marked with an eye icon.

3. Click > Make visible.

4. Click Show in the dialog box to confirm you want to show the
journey to learners.

Copyright © Skillsoft Ireland Limited - All rights reserved. 332

Retire a Custom Channel
Retiring a custom channel removes it from the library and it is no longer avail-
able to learners.

To retire a custom channel

1. From the Admin menu, select CONTENT > Custom Channels. The Cus-
tom Channels page displays.

2. Locate the custom channel you wish to retire.

3. Click > Retire.

4. In the confirmation message, click Retire.

The channel retires immediately and is no longer accessible to learners.

Retiring a channel cannot be undone, and you cannot copy a retired chan-
nel.

Copyright © Skillsoft Ireland Limited - All rights reserved. 333

Custom Content Items
You can add custom content items to customize the Percipio experience for
your organization. Prior to working with custom content, review the Custom
Content Best Practices documentation.

Note: If you plan to use Percipio for custom content only, your
learners still require access to at least one Skillsoft license pool
before they can see your custom content.

This page contains the following sections:

l Get started with custom content

l Types of custom content

l Process for adding custom content

Get started with custom content

To access custom content, from the Content menu, select Content items. The
Manage Content page displays.

At the top you see the total number of items you added and the amount of stor-
age they consume. You have up to 200 GB of storage space included with your

Copyright © Skillsoft Ireland Limited - All rights reserved. 334

contract. We ask that you please monitor your use of storage space because if
you do exceed 200 GB, Skillsoft charges you a price per GB as outlined in your
contract.

The page also shows up to two tabs, Custom Content and Bulk Import.

l Custom Content tab displays a list of all custom content items you
added to Percipio including those made through bulk import. You can
check the status of an item and see whether it is visible to learners. You
also have the option to download the item for local storage, or edit and
view an item's details.

For each published item, you can retire it so learners can no longer find it.
For draft items, you can preview its card, publish it, and delete it if no
longer relevant.

l Bulk Importtab displays any bulk imports you did. It shows how many
items were added, how many failed and how many were added to chan-
nels. You have the option to download the validation report and see the
details of the validation. Any item added or updated through bulk import
shows as an individual item on the Custom Content tab and can be
manually viewed and updated on that tab.

To get started adding content, select Add custom content item. Percipio
steps you through the process for adding a single item or for bulk importing
many linked content items.

Types of custom content

All custom content types can display for learners who use mobile devices if you
select the devices during individual custom content setup.

l Hosted custom content are files you create outside of Percipio, then
upload and store them within Percipio. Percipio accepts the following
types of files (see the full list):

Copyright © Skillsoft Ireland Limited - All rights reserved. 335

 l Standards-based packages such as SCORM and AICC are pack-
aged as .zip files. You can upload these .zip files and, once you add
them to a custom channel or journey, your learners can access
them.

IMPORTANT: Flash-based courses will not

play after December 31, 2020 when all
browsers no longer support Flash.

l Single files include documents such PowerPoint presentations,

Excel spreadsheets, and Word documents, as well as audio
formats and video files. You can upload these files and, once you
add them to a custom channel or journey, your learners can access
them.

l Web pages include .htm or .html files, and website pages and files
packaged as a .zip file. You can upload these files and, once you
add them to a custom channel or journey, your learners can access
them.

l External links are links to content that do not require a license and are
hosted outside of Percipio. These links can be to content such as
YouTube videos, TED Talks, blogs, white papers, articles, and more.
Once you add the links to a custom channel or journey, your learners can
access them.

l Live event links are links to virtual meetings or webinars that are hosted
outside of Percipio. Once you add the links to a custom channel or jour-
ney, your learners can access them, you can promote them on the home
page, and assign them.

Process for adding custom content

For learners to view the custom content you add to Percipio, the custom con-
tent item must be published and added to a custom channel or custom journey

Copyright © Skillsoft Ireland Limited - All rights reserved. 336

that is also published to a subject and area.

Step One: Add custom content item

Add your custom content item to Percipio. See the following for how to add
each content item:

l Standards-based packages

l Single files

l Web files

l External links

l Live event links

Step Two: Add the content item to a channel or journey

The process is slightly different for each type of content item and whether you
are adding the content type to an existing channel, journey, subject and area or
a new one.

l Follow these steps to ensure that your standards-based packages show

to learners:

To make standards-based package content available to learners

(via a new area/subject and new channel or journey)

1. Review the Custom Content Best Practices doc-

umentation.

2. Upload your SCORM or AICC package to Percipio. If your

content is taking a while to upload, you can perform other
tasks in Percipio as long as you leave the browser window
open. If you close the browser window, the upload stops.

3. Edit the package details so learners in finding your content.

Percipio guides you through configuring the details.

Copyright © Skillsoft Ireland Limited - All rights reserved. 337

 4. Publish your package to Percipio's server.

Note: Publishing custom content at this point

in the workflow publishes it to the Percipio
server. Custom content is not yet available to
learners at this point.

5. Create a new custom area for your library.

6. Create a new custom subject for your custom area.

7. Create a new custom channel or custom journey.

On the Create Channel or Create Journey pages, ensure

you select the custom area/custom subject you created in
steps 5 and 6 from the Subject drop-down list.

8. Publish your custom channel or custom journey.

Note: Once you publish the custom channel

or journey, the custom content you've placed
within it is now available to your learners.

To make standards-based package content available to learners

(via an existing area/subject and channel or journey)

1. Review the Custom Content Best Practices doc-

umentation.

2. Upload your SCORM or AICC package to Percipio.

3. Edit the package details to aid your learners in the dis-

covery of your content.

Copyright © Skillsoft Ireland Limited - All rights reserved. 338

 4. Publish your content to Percipio's server.

Note: Publishing custom content at this point

in the workflow publishes it to the Percipio
servers. Custom content is not yet available
to your learners.

5. Add your content to an existing channel or journey.

6. Publish your custom channel or journey.

Note: Once you publish the custom channel

or journey to your library, the custom content
within it is now discoverable by your learners.

l Follow these steps to ensure your single files show to learners:

To make single files available to learners (via a new area/subject

and new channel)

1. Review the Custom Content Best Practices doc-

umentation.

2. Upload your single file to Percipio.

3. Edit the file details to aid your learners in the discovery of

your content.

4. Publish your content to Percipio.

Note: Publishing custom content at this point

in the workflow publishes it within Percipio for
the purpose of admin-only search. Custom

Copyright © Skillsoft Ireland Limited - All rights reserved. 339

 content is not yet available to learners at this
point.

5. Create a new custom area for your library.

6. Create a new custom subject for your custom area.

7. Create a new custom channel or custom journey.

During this process, on the Create Channel or Create Jour-

ney page, ensure you select the custom area/custom sub-
ject you created in steps 5 and 6 from the Subject drop-
down list.

8. Add your file to your custom channel or custom journey.

9. Publish your custom channel or custom journey.

Note: Once you publish the custom channel

or journey, the custom content you've placed
within it is now available to your learners.

To make single files available to learners (via an existing area/sub-

ject and channel or journey)

1. Review the Custom Content Best Practices doc-

umentation.

2. Upload your single file to Percipio.

3. Edit the file details to aid your learners in finding your con-
tent.

4. Publish your content to Percipio.

Copyright © Skillsoft Ireland Limited - All rights reserved. 340

 Note: Publishing custom content at this point
in the workflow publishes it to Percipio serv-
ers. Custom content is not yet available to
your learners.

5. Add your content to an existing channel or an existing jour-

ney.

6. Republish your custom channel or custom journey.

Note: Once you republish the custom chan-

nel or journey to your library, the custom con-
tent within it is now discoverable by your
learners.

l Follow these steps to ensure your external links show to learners:

To make an external link available to learners (via a new area/sub-

ject and new channel or journey)

1. Review the Custom Content Best Practices doc-

umentation.

2. Create a new custom area for your library.

3. Create a new custom subject for your custom area.

4. Create a new custom channel or custom journey.

During this process, on the Create Channel or Create Jour-

ney page, ensure you select the custom area and custom
subject you created in steps 2 and 3 from the Subject
drop-down list.

Copyright © Skillsoft Ireland Limited - All rights reserved. 341

 5. Search, then add your external link to the channel or jour-
ney. External links display as their own content card within
a channel or journey.

Note: When creating a custom channel, you

have the option to create a new external link
during the add content step.

6. Publish your custom channel or journey. This publishes

your channel or journey (and its contents) to the Percipio
library.

7.
Note: Once you publish the custom channel
to your library, the custom content within it is
now discoverable by your learners.

To make an external link available to learners (via an existing

area/subject and channel)

1. Review the Custom Content Best Practices doc-

umentation.

2. On the Custom Channels or Custom Journey page, locate

the channel or journey where you want to add your external
link.

3. Click the channel name, or click > Edit.

4. Search, then add your external link to the channel or jour-

ney. External links display as their own content card within
a channel or journey.

Copyright © Skillsoft Ireland Limited - All rights reserved. 342

 Note: When editing a custom channel, you
have the option to create a new external link
during the add content step.

5. Publish your custom channel or journey. This publishes

your channel or journey (and its contents) to the Percipio
library.

6.
Note: Once you publish the custom channel
or journey to your library, the custom content
within it is now discoverable by your learners.

l Follow these steps to ensure your live event links show to learners:

To make a live event link available to learners (via a new area/sub-

ject and new channel or journey)

1. Review the Custom Content Best Practices doc-

umentation.

2. Create a new custom area for your library.

3. Create a new custom subject for your custom area.

4. Create a new custom channel or custom journey.

During this process, on the Create Channel or Create Jour-

ney page, ensure you select the custom area and custom
subject you created in steps 2 and 3 from the Subject
drop-down list.

5. Search, then add your previously created live event link to

the channel or journey. Live event links display as their
own content card within a channel or journey.

Copyright © Skillsoft Ireland Limited - All rights reserved. 343

 6. Publish your custom channel or journey. This publishes
your channel or journey (and its contents) to the Percipio
library.

Note: Once you publish the custom channel

to your library, the custom content within it is
now discoverable by your learners.

To make a live event link available to learners (via an existing

area/subject and channel)

1. Review the Custom Content Best Practices doc-

umentation.

2. On the Custom Channels or Custom Journey page, locate

the channel or journey where you want to add your live
event link.

3. Select the channel name, or select > Edit.

4. Search, then add your live event link to the channel or jour-
ney. Live event links display as their own content card
within a channel or journey.

5. Publish your custom channel or journey. This publishes

your channel or journey (and its contents) to the Percipio
library.

Note: Once you publish the custom channel

or journey to your library, the custom content
within it is now discoverable by your learners.

Copyright © Skillsoft Ireland Limited - All rights reserved. 344

Custom Content File Types
You can upload, manage, and publish up to 200 GB of your standards-based
and single-file content with Percipio.

Note: Learners cannot restart custom courses you add to Per-

cipio

Storage
Depending on your contract, your organization has a certain amount of free
storage for storing standards-based packages (such as SCORM and AICC)
and single files (such as .pdf and .doc).

Additional fees apply when your total file storage exceeds this amount. For
questions regarding these fees, additional storage, or your overall contract, con-
tact your Skillsoft representative.

When you upload a .zip file (containing either standards-based content or web
files), the .zip file itself must be 2 GB or less. However, when Percipio unpacks
the .zip file, each file within the zip has its own size (in kb or GB). The total
amount of storage used once all files within the .zip file are uploaded into Per-
cipio varies based on the total file size of the unpacked files.

Standards-based content
Percipio supports the following standards-based packages when they are com-
pressed as a single .zip file. Each uploaded file cannot exceed 2 GB, and both
single-SCO and multi-SCO packages are supported.

Note: For the most up-to-date guidance and best practices when
creating these packages, see the Rustici Knowledge Base: Stand-
ards documentation.

Supported standards-based content includes:

Copyright © Skillsoft Ireland Limited - All rights reserved. 345

 l SCORM 1.1

l SCORM 1.2

l SCORM 2004 (1st, 2nd, 3rd, and 4th editions)

l AICC

IMPORTANT: Flash-based courses will not play after

December 31, 2020 when all browsers no longer support
Flash.

Single file types

Percipio supports the upload of single files.

Note: Except for PDFs, all files download directly to your learner's
machine. If you do not want your learners to have to download
each file, there are browser-specific extensions generally avail-
able that open files in new tabs or windows, instead of down-
loading them. For more information, see your web browser's
support documentation.

PDF files always open in a new browser tab.

Percipio supports the following single file types:

Documents (up to 2 GB each upload)

l .doc/.docx

l .xls/.xslx

l .ppt/.pptx

l .pps/.ppsx

l .pdf

Copyright © Skillsoft Ireland Limited - All rights reserved. 346

Media (up to 2 GB each upload)

l .mp3

l .mp4

l .mov

Images (up to 300 kb each upload)

l .png

l .jpg

l .gif

l .tif

l .bmp

Web pages
Percipio supports the upload of .htm and .html files, as well as website support
files included within a .zip file.

Note: If you have any executable file types (for example .exe,
.bat, or .com) within your .zip file, that executable is not copied to
Percipio's servers.

Start/home page

If you upload a .zip file that contains multiple files for a website, Percipio auto-
matically selects a home page to display when your learners launch it. Percipio
looks for a root-level .htm or .html file named index, default, or home.

Copyright © Skillsoft Ireland Limited - All rights reserved. 347

All other website files are supported within a .zip file; the list below includes
most, but not all, supported file types.

Note: At this time, you cannot have a .zip file within a .zip file.

Supported web file types

Web file types (up to 2 GB each)

l .htm

l .html

Microsoft file types (up to 2 GB total for the .zip file in which they are contained)

In addition to the standard supported files, the following file extensions are
acceptable within a zip file for web page upload:

l Microsoft Access files: .accda, .accdb, .accde, .accdt, .ade, .adn, .adp,
.mdb, .mde, .mdf, .mdn, .mdt, .mdw

l Microsoft Excel files: .xla, .xlam, .xlsb,. xlsm, .xlt, xltm, xltx, xlw

l Microsoft PowerPoint presentation files: .potm, .potx, .ppa, .ppam, .pps,

.ppsm, ppt, pptm, .pptx

l Microsoft Word files: .docm, .dotc, .w6w, .word

Copyright © Skillsoft Ireland Limited - All rights reserved. 348

Additional file types (up to 2 GB total for the .zip file in which they are contained)

.abs .gtar .ogv .src

.ai .gz .ogx .sv4cpio
.aif, .aiff .hdf .opf .svg
.aim .hlp .otf .swf
.anx .hqx .pbm .tar, .tar.gz, .tgz
.art .ief .pct .tcl
.asf .jar .pgm .tex, .texi, .texinfo
.asx .js .pic .thmx
.au .kar .pict .tiff
.avi, .avx .latex .pl .tsv
.axa, .axv .m3u .pnm .ttf
.bcpio .mac .pnt .txt
.bin .mht, .mhtml .ppm .ulw
.bz2 .md .ps .ustar
.calcx .mid, .midi .psd .vsd
.cdf .mif .qt, .qti, .qtif .vtt
.cer .movie .ra, .ram .wav
.class .mp1, .mp2 .ras .wbmp
.cpio .mps .rdf .wmlc, .wmlcscriptc
.mpe, .mpeg,
.csh .rgb .wmv
.mpega
.css .mpg .rm .wri
.dib .mpp .rtf .xbm
.dotx .mpv2 .sgml .xlf
.dtd .ms .sh .xml
.dv, .dvi .nc .shar .xpm
.eps .ncx .sit .xwd
.epub .oda .sldx .z
.es .oga .snd .zip, .zipx
.flac .ogg .spx

Copyright © Skillsoft Ireland Limited - All rights reserved. 349

Custom Content Best Practices
Before learners can see any custom content, you must ensure they are a mem-
ber of an audience that has been associated to at least one license pool.

To ensure your custom content provides your users with a positive user exper-
ience, Skillsoft suggests that you:

l Follow the content visibility rules.

l Manage your content effectively.

l Manage your images effectively.

l Review Skillsoft's curation practices.

Unless otherwise stated, all behaviors apply to both the Percipio web and
mobile experiences.

Content Visibility Rules

When creating your custom content and custom channels, you must ensure
your learners can access them.

Note: If you plan to use Percipio for custom content only, your
learners still require access to at least one Skillsoft license pool
before they can see your custom content.

Each type of content (custom and stock) has its own set of visibility rules:

n Custom content

n Custom channels

n Skillsoft content

n Percipio library: areas and subjects

Copyright © Skillsoft Ireland Limited - All rights reserved. 350

 Note: There may be a delay in learners being able to see content
you publish. Most content is available within 10 minutes, but it
could take longer depending on back end processes.

Custom content

External links do not require a license and are hosted outside of Percipio. See
Create an External Link for details about how to create external links.

Hosted custom content (such as standards-based packages and single files)

are hosted inside of Percipio. See Custom Content File Types for details about
the types of files you can add to Percipio.

Live event links: are links to virtual meetings or webinars that are hosted out-
side of Percipio. See Create live event links for details on how to create live
event links.

Note: For the most up-to-date guidance and best practices when
creating these packages, see the Rustici Knowledge Base: Stand-
ards documentation.

To ensure that any user (learners and admins) can find your custom content, all
the following must be true:

l The content item does not require Flash.

l The content item is published.

l The content item is curated into a custom channel or custom journey.

l The custom channel or journey is published.

The Manage Content page indicates whether learners can see an item. From
the Content menu, select Content items, then click the Yes or No button in the
Visible to Learners column for details.

Copyright © Skillsoft Ireland Limited - All rights reserved. 351

Custom channels

To create your own custom channels, see Custom Channels.

Note: Learners can only see a custom channel if they are part of
an audience that has been associated with a license pool.

l A custom channel is built specifically for your organization.

l A custom channel can include:

l only custom linked content

l only stock content

l a combination of custom linked content and stock content.

l Content within a custom channel displays as a list of assets, with a sep-

arate tab for each modality (Watch, Read, Listen, and Practice).

l To ensure a positive user experience, Skillsoft recommends custom chan-

nels contain no more than 10 assets.

l You can feature a custom channel on the Percipio home page in either a
banner or strip promotion.

Skillsoft content

Skillsoft content is the content included in the various Skillsoft content col-
lections. To ensure a learner can see a Skillsoft content item, the following
must be true:

l The collection is available to your organization via a license pool.

l The learner is entitled to the content in the license pool via an audience
association.

l The content is not excluded.

l The content, channel, or journey is not hidden.

Copyright © Skillsoft Ireland Limited - All rights reserved. 352

 l The content item is curated into a channel.

l The channel is published.

If any of these pre-conditions are not met, your users may not see the content
in the custom channel. To avoid this, ensure that all targeted users for the cus-
tom channel have appropriate licenses to all Skillsoft content.

Percipio library: areas and subjects

Note: The Percipio library is sorted by area and subject.

l A subject is visible to users if they are entitled to at least one content item
in the subject.

l An area is visible to users if they are entitled to at least one subject in the
area.

l Users can access custom channels via the library or search.

Content Management
Each aspect of custom content has its own set of guidelines. This page con-
tains guidelines for the following:

n Custom channels

n Custom content (hosted content and links)

n Tracking and reporting

n Assignments and audiences

Custom channels

When working with custom channels, there are two areas to focus on - content
selection and channel creation.

Content selection

Copyright © Skillsoft Ireland Limited - All rights reserved. 353

 l How much and what type of content should be included?

l What content is already available?

Locate existing stock and custom content using search, or

browse the available channels.

l What external sources of content are available?

Use the linked custom content feature to bring these into your
custom channels.

Channel creation

l How many custom channels should be created?

l Do existing channels already cover these topics?

l Channel descriptions need to be accurate for the content within.

Custom content (hosted content and links)

l Descriptions and metadata are used within the search function of Per-
cipio.

l Include descriptions that enable the search functionality to find the

content.

l If content is hosted outside of Percipio, ensure the content hosting ser-

vice is stable.

l Verify that all potential users have access to the content wherever it
resides.

l Ensure that your naming conventions for the content type (such as Video,
Course, etc.) and source (such as vendor, department, speaker, etc.) are
consistent (including spacing and capitalization).

Copyright © Skillsoft Ireland Limited - All rights reserved. 354

 l For example, "job-aid," "Job Aid," and "job aid" are treated as 3 sep-
arate content types.

l Always include the duration in hours, minutes, seconds (they display in

hours and minutes in Percipio).

l For video or audio content, the duration is the length of the video or
audio content.

l For text, use the standard book calculation of 300 words per minute.

Custom content completion criteria

Single-SCO courses

Completion criteria for single-SCO courses is included within the course pack-
age. We recommend you author single-SCO courses so that full control of com-
pletion can be managed by the course itself.

Multi-SCO courses

Completion criteria for multi-SCO courses can be managed in Percipio. See

Edit a Package's Content Player Behavior to view how the completion beha-
viors of each topic roll up in the course completion.

Tracking and reporting

l Currently, the tracking for external links is the launch of the item, or a self-
reported completion of the link. If the Learning time entry setting is turned
on, learners can also specify the time they spent learning.

l Currently, the only tracking for custom channels is the launch of the chan-
nel and the assets within.

l If your external link consists of trackable content, that tracking is outside

of Percipio (in the system where the content is hosted).

l If your content is hosted within Percipio, progress is tracked and available

to learners via the Activity page, and to admins via reports and dash-
boards.

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Assignments and audiences

l You can associate a custom channel to an audience, so only that audi-

ence can see it and its content.

l You cannot assign a custom channel to an individual or an audience.

l Although you cannot assign custom channels, the channel can be

accessed by a URL, so it can be promoted via email and other means
available to your organization.

Image Management
Manage your custom content images using these guidelines.

Custom channel

l Channel images must be uploaded to Percipio in a 16x9 aspect ratio.

l The recommended size for the image is 1920 x 1080px with a file size of
no more than 300k.

l The channel image is used in multiple locations throughout Percipio and

the Percipio mobile app.

Custom content

Content images can be uploaded to Percipio.

l Recommended specifications for content images:

l Images should be in a 16x9 aspect ratio.

l The recommended size for the image is 1920 x 1080px.

l The file size must be 300k or less.

Curation Best Practices

The Skillsoft Curation Team has put together a list of curation best practices
used within our own content. There are four main areas to focus on - planning,
building, content discoverability, and iterating and improving.

Copyright © Skillsoft Ireland Limited - All rights reserved. 356

Planning

Understand the difference between aggregation and curation.

l Content aggregation is information collection based on a com-

mon topic, using one or more related keywords.

l Historically, content providers have done well at content

aggregation.

l Content curation is the collection, organization, and online

presentation of content related to a particular theme or topic.

l Content curation helps users make decisions that give

them exactly what they need in a concise delivery method.

Establish a mission statement or scope statement dependent upon the

scale of the curation project.

l Key components should include (but are not limited to) business
objective, time line, resourcing, and, most importantly, success
metrics.

l Treat curation like a project with specific deliverables, and

determine a way to measure success.

Consider the audience. Who are the learners, and what are their roles?
How much time do they have and how do they prefer to learn?

l Determine the types of content the target user needs/wants, their

prerequisite knowledge, and the modalities that work best for
them.

l The key is to curate content in a way that meets the needs of the
target audience, but also to not overwhelm the user.

Copyright © Skillsoft Ireland Limited - All rights reserved. 357

Building

Think about the structure of what you curate and the logical order in
which content should be consumed.

l You can use various consumption methods (weekly goals or

assignments), or think about proficiency levels (transitioning a
learner from beginner to expert).

l Think about the flow of content and keeping users engaged.

l Provide choices and options when possible.

l Consider the appropriate amount and types of assets – you don’t

want to overwhelm a learner but you also do not want to provide
insufficient resources.

l Understand how any assessments will be applied. Are you test-

ing that the learner completed the assignments and can apply
their new skills?

Content discoverability

Having appropriate metadata for all content is critical.

l Consider factors such as expertise level, topic areas, com-

petencies, skills, and content length/duration

l These factors improve the discoverability of content through

search results, defining relationships between assets, and provid-
ing recommendations to learner based on similar topics or other
similar learners.

l This important data can also help learners know if the content
they are consuming is appropriate for them.

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Iterating and improving

Learn and iterate constantly.

l Repeat the process above as part of continuous improvement.

What was the impact and did it meet your expectations? Are
there any additional improvements to recommend?

l Your first curation model may change or evolve over time. Don’t
think that you curate once and it is set forever.

l Your curation model needs to be maintained, bugs need to be

addressed, and new features or components need to be added.

l Continually revisit your curation to ensure it is up-to-date and effi-

cient.

Curation needs to be dynamic and evolve, but it is also important to

establish governance and rules around how curation is iterated.

l Establish criteria for the frequency of updates, the types of

updates, and how that is communicated. These lead to the suc-
cess of the program.

l Ask the following questions:

l How can the model be expanded? Consider new topics

and content assets to keep things fresh and relevant.

l How is new content added or other content removed?

l What is the process for adding new modalities?

Analyze metrics and various sources of feedback.

Copyright © Skillsoft Ireland Limited - All rights reserved. 359

 l Use metrics to measure success and study usage patterns.
When possible, obtain user feedback.

l Collect and review learner and stakeholder feedback regularly to

address challenges and plan new features or processes. Poss-
ible methods for gathering this feedback includes:

l Surveys

l Advisory panels

l A/B testing

Standards-based Packages
SCORM (Shareable Content Object Reference Model) is a collection of tech-
nical standards and specifications for eLearning products. SCORM defines
how content can be packaged into a transferable .zip file, and it governs how
online learning content and a Learning Management System (an LMS) com-
municate.

AICC (Aviation Industry Computer-Based Training Committee) is a collection of

nine guidelines and recommendations; to be AICC-compliant, your content
needs to follow one or more of them. The AICC specification is no longer main-
tained or updated, but it is still widely used in eLearning.

IMPORTANT: Flash-based courses will not play after

December 31, 2020 when all browsers no longer support
Flash.

Upload a SCORM or AICC Package

Percipio supports SCORM 1.1, SCORM 1.2, SCORM 2004 (1st, 2nd, 3rd, and
4th editions), and AICC packages when they are compressed as a single .zip
file. Each uploaded file cannot exceed 1 GB, and both single-SCO and multi-
SCO packages are supported.

Copyright © Skillsoft Ireland Limited - All rights reserved. 360

 Note: For the most up-to-date guidance and best practices when
creating these packages, see the Rustici Knowledge Base: Stand-
ards documentation.

To upload a SCORM or AICC package

1. From the Admin menu, choose CONTENT > Content Items. The Man-
age Content Items page displays.

2. Click Add Custom Content Item.

3. Click Upload package(s). The Upload Package page displays.

4. Click Browse to locate your package, or drag and drop the package .zip
file onto the page. The upload begins immediately.

5. Once the upload completes, you can either:

l edit the SCORM or AICC package details, or

l make your content available to learners by adding the custom con-

tent to a custom channel.

Edit the SCORM or AICC Package Details

You can edit the Percipio-specific details of your SCORM or AICC package.
Here, you can add details to aid your learners in the discovery of your content,
and specify the package's content player behaviors.

Note: On-screen fields marked with * are required.

1.
Navigate to the hosted custom content.

a. From the Admin menu, choose CONTENT > Content

Items. The Manage Content Items page displays.

b. Locate the content in the list.

Copyright © Skillsoft Ireland Limited - All rights reserved. 361

 c. Click the title, or click the More Actions icon , then click >
Edit. The Edit Custom Content page displays.

2. On the Edit Custom Content page, the Title may be automatically gen-
erated from the content. You can edit this field if necessary.

3. The Description may be automatically generated from the content. You

can edit this field if necessary .

4. Choose a background image.

l Images should be in a 16x9 aspect ratio.

l The recommended size for the image is 1920 x 1080px.

l The file size must be 300k or less.

5. Select the content language.

6. Specify content completion criteria:

l For single files, web pages, and external links select one of the
following completion options:

l The learner opens it: Once the learner launches the link,
Percipio marks it as complete and places the status to Com-
pleted on the learner's Activity page.

l The learner marks it as complete: Once the learner

launches the link, they can mark the content as complete
using the Mark as completed option from the content card
while viewing the card from a channel or journey or from Activ-
ity page. If the learner views the content from search results,
they do not see the Mark as complete option and must choose
to mark the item complete from their Activity page.

l If the Learning time entry setting is selected for your site,

learners can also add the amount of time they spend learning

Copyright © Skillsoft Ireland Limited - All rights reserved. 362

 for this item. The time they enter is tracked in their learning
activity and counts towards their learning goals. Learners can
enter their time from the More actions menu on a content card
or from the Activity page.

l In some cases, like YouTube, tracking and completions

options are included with the link.

l For SCORM and AICC packages, Percipio uses the completion cri-
teria specified in the course package.

l For YouTube links, .mp3, and .mp4 files Percipio assumes com-
pletion after the user watches at least 50% of the video or listens to
at least 50% of the audio file.

7. If you uploaded a SCORM or AICC package, optionally edit the pack-

age's content player behavior.

8. Select Next: Add content discovery details to continue making edits,

or select Save unpublished changes to return at a later date.

9. Select your modality.

Choose the learning style that best fits your content to determine how it is
categorized within Percipio.

l Watch: usually a video or course

l Read: usually an e-book, article, or blog post

l Listen: usually an audio book

l Practice: usually resources that can be edited for a user's purpose,

such as Microsoft Word or Excel documents

10. Select a Content type. Content type is a universally recognized clas-

sification that defines how the content will be consumed by the learner.
Skillsoft uses the types: videos, courses, labs, live events, books, audio
books, etc. We suggest you use these as a starting point, but also define

Copyright © Skillsoft Ireland Limited - All rights reserved. 363

 some of your own such as web articles, presentations, and quarterly
meetings.

There is a default selection but you can select a different type from the
drop-down or enter a new value. We suggest you use the type ahead fea-
ture to avoid replicating an existing entry. You do not want to have two or
three entries for the same item; one with title-case, one with all lower-
case, a one-word entry, a two-word entry, or a hyphenated word would all
be considered different types.

A couple of notes about Content type:

l When adding an external link, we recommend that you do not spe-

cify the Content type as link because it does not give the user any
idea what kind of content it is. Is it a link to a video, document, or
some interactive website?

l When adding a SCORM/AICC course we recommend that you

keep the Content type as course so learners can receive com-
pletion certificates, if enabled on your site. If you change the Con-
tent type to something other than course for a SCORM/AICC
course, learners can't receive a completion certificate.

11. Select a content source from the list or enter a new value. We suggest
you use the type ahead feature to avoid replicating an existing entry.

Content Source is who owns the intellectual property; it is not the platform
where the item resides, such as YouTube or SharePoint. Skillsoft uses
source to distinguish brands and partner content like Wintellect and
GoFluent.

Note: Content source is a required field. If you are editing a

previously created content item and did not specify a con-
tent source at the time of creation, Percipio populates the
field with the Organization Name.

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12. Enter a recommended duration.

This displays on the content card. The duration is the average amount of
time your learner can expect to engage with the content. To estimate
books and content, use the average of 300 words per minute. If adding a
video file, use the actual duration of the video.

13. To ensure the best experience, select the device(s) for which your con-
tent is optimized. When learners attempt to access this content on a
device not selected here (an “unsupported device”), a message directs
them to access the content on the selected (“supported”) device(s).

14. Optionally, select or enter a new expertise level, technology title, tech-
nology version, and additional search terms.

15. Optionally, enter an external ID. This is a unique identifier you can use to
search for your custom content in Percipio Admin. The external ID does
not display to learners in any search results or content cards.

16. Select one of the following actions:

l Cancel: Discard all changes.

l Save as Draft: Save your changes for modification or publication

later.

l Next: Review content details: Progress to the final stage to

review your settings and publish.

17. Review the details of your custom content. Select to edit any details if
necessary, then choose one of the following actions:

l Cancel: Discard all changes.

l Save as Draft: Save your changes for modification or publication

later.

l Next: Publish Content: Publish the content to a Percipio server so

that you can add it to a channel or journey.

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18. Select to Publish your content or Save as draft for editing at a later date.

Note: Publishing your content places it on the Percipio

server. It is not yet available to your learners; to make it avail-
able to them, it must be added to a custom channel or jour-
ney.

19.
Add published custom content item to a custom channel or jour-
ney.

To add the item to a journey, see Editing a Journey. To add to a

custom channel follow these steps:

a. On the CONTENT > Custom Channels page, click the

name of the channel to which you want to add the custom
content. The Edit Channel page displays.

b. Select Add content from library.

c. Enter item's title.

d. Select .

Note: If you recently published your item to Per-

cipio's server, it may take several minutes to dis-
play in your search results.

a. Locate the item and click to add it to the channel.

b. Select Done to save the channel.

Copyright © Skillsoft Ireland Limited - All rights reserved. 366

 The number of assets in each modality updates in yellow.
To see the newly-added item, click the appropriate mod-
ality tab.

c. Select Publish to publish the channel to Percipio.

Learners can now find your custom content in the library or

by searching.

You can only add published custom content to a custom channel.

Edit a Package's Content Player Behavior

By default, the content player launches in a new browser (pop-up) window
using default settings. You can configure the player's launch behavior, apply
advanced navigation settings, and configure your content's scoring and com-
pletion settings.

Note: Custom content player settings are specific only to the pack-
age you are editing. Changes made to these settings do not save
for later use; instead, they can only be published.

Copyright © Skillsoft Ireland Limited - All rights reserved. 367

The default behavior for the content player includes allowing window resizing,
and browser window dimensions of 1012 x 705.

To edit the content player behavior

1.
Navigate to the hosted custom content.

a. From the Admin menu, choose CONTENT > Content

Items. The Manage Content Items page displays.

b. Locate the content in the list.

c. Click the title, or click the More Actions icon , then click >
Edit. The Edit Custom Content page displays.

2. Near the bottom of the Edit Custom Content page for the Describe Your
Content step, expand the Modify default content player behaviors
(optional) section and select how content launches and specify settings
if applicable:

l Content launches in a new browser tab: when selected, the

course player launches in a new browser tab. Use this option if pop-
up blockers prevent custom courses from launching. Selecting this
option does not allow you to specify window resizing or toolbar
options.

l Content launches in a pop up window: Selected by default,

launches the course player in a pop up window. You can specify the
following settings:

l Show browser toolbar: You can hide or show the toolbar in

the browser where your content plays.

l Check to give users access to their browser toolbar.

l Leave unchecked to remove the browser toolbar.

Copyright © Skillsoft Ireland Limited - All rights reserved. 368

 l Full screen: Select to open the content player in a full-screen
browser window.

l Specify dimensions: Select to open the content player in a

specific window size, and specify your window dimensions in
the Width and Height fields.

To edit the advanced player configurations (multi-SCO packages only)

If your package is multi-SCO, you can edit the player configurations. We recom-
mend only changing these settings if necessary.

1. From the Edit Custom Content page for the Describe Your Content
step, expand the Modify default content player behaviors (optional)
section and click Advanced navigation and scoring configurations
(optional).

2. Click Edit advanced configurations.

3.
Modify the navigation controls.

Note: If your course package already contains nav-

igation and you enable these controls, your
learners will see two sets of navigation when the
course launches. If your package contains nav-
igation controls, leave Show Navigation bar
unchecked.

l Show Navigation bar displays available options for the

Percipio course player navigation controls.

Copyright © Skillsoft Ireland Limited - All rights reserved. 369

 l Check to display the navigation bar. Only check this
option if your package does not already contain nav-
igation.
When checked, select the options you want to dis-
play (Close button, Previous/Next, buttons, Progress
bar, and Course title).

l Leave unchecked to hide the Percipio course player

navigation controls.

l Prevent right-click within player gives learners the

option to open the browser's right-click menu.

l Check to prevent the right-click menu from displaying

in the player window.

l Leave unchecked to allow the right-click menu to dis-

play in the player window.

l Show course menu to learner displays your course

menu within the player window.

l Check to show the menu in the course player win-

dow.

l Leave unchecked to hide the menu in the course

player window.

l Show expanded course menu when course first

loads controls the course menu display within the
player window.

Copyright © Skillsoft Ireland Limited - All rights reserved. 370

 l Check to display the course menu in its entirety
in the player window (as shown in image
above).

l Leave unchecked if you want to display only a

Show course menu option in the player win-
dow.

l Allow learners to select from the course menu

controls the forced order of items within the player.

l Check to allow learners to play any item in the

course menu in any order they choose.

l Leave unchecked to enforce the specific order

of content.

l Completion status and completion display settings

shows or hides the item-specific completion and success
statuses next to each item in the course menu.

l Disabled item display setting controls how

learners who must follow the order of items can
access previously-completed items in the course
menu.

l Show and enable links displays completed menu

items in the course menu, and learners can access
them.

Copyright © Skillsoft Ireland Limited - All rights reserved. 371

 l Show but disable links displays completed menu
items in the course menu, but learners cannot access
them.

l Hide completely removes the completed items from

the course menu, and learners cannot access them.

4.
Modify the scoring and completion (SCORM 1.1/SCORM 1.2 only)
settings.

Use these settings to specify how the player handles score rol-
lups in SCORM 1.1 AND SCORM 1.2 courses.

Note: These settings do not apply to SCORM 2004

packages, as the scoring and completion behaviors
are already specified via SCORM 2004 Simple
Sequencing.

a. Score rollup method determines which learner score to

use.

b. Number of scoring objects is the number of items in the

package that can be scored.

c. Completion status rollup method determines when to

display the completion status to the learner.

d. Threshold score for completion determines when the

item is marked successfully completed.

5. Click Save. The Edit Custom Content screen displays again.

6. Click Publish.

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Replace an Existing SCORM or AICC Package

There are three scenarios Percipio detects when you attempt to replace an
existing SCORM or AICC package:

l Percipio detects only minor changes. You can replace the existing file
without impacting learners completion or progress. Learners see the
updates next time they start the course.

l Percipio detects major changes. You can't replace the existing file. You
must add it as a new course.

l Percipio detects minor changes that might impact learners' progress or

their ability to complete it properly. You can still replace the existing file.

Types of changes and impacts to learners

The types of changes you make to a SCORM or AICC package may impact
what learners see when you republish. Types of changes you can make to a
SCORM or AICC fall into three categories: minor, major, and minor with impact.

Minor changes, no impact

Minor changes, or non-material changes, include grammatical or

spelling errors and image file updates.

If you make minor changes, Skillsoft recommends that you replace the
existing course. The impact to learners is:

l Learners who started the original course see the new version
when they reopen the course. The learner can start where they
left off, progress is maintained.

l Learners who completed the original course can view the new
version. The course remains complete.

l Learners who haven't started the course only see the new ver-
sion.

Copyright © Skillsoft Ireland Limited - All rights reserved. 373

Minor changes with learner impact

Minor changes that impact learners are things like a change in course
identifiers or changes to the content of the course within existing top-
ics.

If you make these types of changes, Skillsoft recommends that you

retire the existing course and publish the changes as a new course. If
you choose to replace the existing course with the new course, the
impact to learners is:

l Learners who started the original course see the original version
of the course when they open it.

l Learners who completed the original course see the original ver-
sion if they open it. Their completion remains.

l Learners who did not yet start the course, see the new version
when they open it.

Major changes

Major changes include those that impact the table of contents, the con-
tent organization and sequence, and going from single SCO to multi-
SCO or vice versa.

If you make major changes, you can't replace your existing file.

Skillsoft recommends the following for a package with major changes:

1. Edit the existing course title by appending Retiring soon to the

title.

2. Notify your learners that have started the course that you plan to
retire the existing course and that they should complete the
course to avoid losing their progress.

3. Retire the older course.

Copyright © Skillsoft Ireland Limited - All rights reserved. 374

 4. Upload the new package.

5. Archive existing assignments that contain the old course if you

want to be able to report on assignment completions, otherwise,
you can cancel the assignment.

6. Create a new assignment with the new course.

Important information about replacement file storage

Percipio supports versioning for hosted custom content packages. In an ongo-

ing effort to ensure a positive user experience, when you replace an existing
SCORM or AICC package, Percipio maintains only the most recently-uploaded
package files. Previous versions of these files are cleaned up from the server to
free up more storage space.

Skillsoft recommends that you download a copy of the current package files
prior to replacing them.

Replace a package

1. Navigate to the hosted custom content.

a. From the Admin menu, choose CONTENT > Content Items. The
Manage Content Items page displays.

b. Locate the package in the list.

2. Skillsoft recommends that you download a copy of the current package

files prior to replacing them. Select the More Actions icon , then select

Download package to download a copy of your source files.

3. Select the More Actions icon , then Edit details. The Edit Custom

Content page displays.

4. At the top of the page, select Replace file.

5. Browse to the new file.

Copyright © Skillsoft Ireland Limited - All rights reserved. 375

 6. Select Upload.

7. Edit the package details.

8. Select Publish.

The content updates in Percipio and, if it is already added to a published

custom channel or journey, is immediately available to learners.

Note: If the original package was not yet added to a custom

channel, the content is not yet discoverable or available to
learners, and you must add the custom content to a custom
channel or journey and publish it.

Retire a Hosted Package

Retiring a hosted package removes it from the library, and makes it unavailable
to learners.

Note: Retiring content cannot be undone.

1. From the Admin menu, choose CONTENT > Content Items. The Man-
age Content Items page displays.

2. Locate the custom content you wish to retire.

3. Select the More Actions icon , then Retire. A confirmation message

displays:

Copyright © Skillsoft Ireland Limited - All rights reserved. 376

 4. In the confirmation message, select Retire.The content retires imme-
diately and is no longer accessible to learners.

5. Another message displays asking if you want to free up space.

6. Select Download file to save a copy of the retired content.

7. Select one of the options:

l No, keep this file: Keeps the content on the server, and storage
space remains unchanged.

l Yes, delete this file: Removes the content from the server and
frees up storage space.

Web Files
When you upload your web pages to Percipio, you can upload a single
HTML file (.html or .htm), or a .zip file that contains files to support your web
pages.

Note: If you have any executable file types (for example .exe,
.bat, or .com) within your .zip file, those executable file types are
not copied to Percipio's servers.

Copyright © Skillsoft Ireland Limited - All rights reserved. 377

Start/home page
If you upload a .zip file that contains multiple files for a website, Percipio auto-
matically selects a home page to display when your learners launch it. Percipio
looks for a root-level .htm or .html file named index, default, or home.

If there is no file with one of those names and extensions, Percipio selects an
.htm or .html file in the root folder to act as the home page. If the root folder
does not contain an acceptable file, an error displays when you attempt to
access it from Percipio.

Upload a Web Page

If you upload a .zip file, most file types are supported. Exceptions include
executable files; if you have any executable file types (for example, .exe, .bat,
or .com) within your .zip file, those are not copied to Percipio's servers. See
Supported web file types for more information.

To upload a web page

1. From the Admin menu, choose CONTENT > Content Items. The Man-
age Content Items page displays.

2. Click Add Custom Content Item.

3. Click Upload web page(s). The Upload web page(s) page displays.

Copyright © Skillsoft Ireland Limited - All rights reserved. 378

 4. Click Browse to locate your .htm, .html, or .zip file, or drag and drop it
onto the page. The upload begins immediately.

5. Once the upload completes, you can either:

l edit the web page details, or

l click Publish, then make your content available to learners by

adding the custom content to a custom channel.

Edit a Web Page's Details

You can edit the Percipio-specific details of your uploaded file to aid your
learners in the discovery of your content. You can only add published custom
content to a custom channel.

Note: On-screen fields marked with * are required.

1.
Navigate to the hosted custom content.

a. From the Admin menu, choose CONTENT > Content

Items. The Manage Content Items page displays.

b. Locate the content in the list.

c. Click the title, or click the More Actions icon , then click >
Edit. The Edit Custom Content page displays.

2. On the Edit Custom Content page, the Title may be automatically gen-
erated from the content. You can edit this field if necessary.

3. The Description may be automatically generated from the content. You

can edit this field if necessary .

4. Choose a background image.

Copyright © Skillsoft Ireland Limited - All rights reserved. 379

 l Images should be in a 16x9 aspect ratio.

l The recommended size for the image is 1920 x 1080px.

l The file size must be 300k or less.

5. Select the content language.

6. Specify content completion criteria:

l For single files, web pages, and external links select one of the
following completion options:

l The learner opens it: Once the learner launches the link,
Percipio marks it as complete and places the status to Com-
pleted on the learner's Activity page.

l The learner marks it as complete: Once the learner

launches the link, they can mark the content as complete
using the Mark as completed option from the content card
while viewing the card from a channel or journey or from Activ-
ity page. If the learner views the content from search results,
they do not see the Mark as complete option and must choose
to mark the item complete from their Activity page.

l If the Learning time entry setting is selected for your site,

learners can also add the amount of time they spend learning
for this item. The time they enter is tracked in their learning
activity and counts towards their learning goals. Learners can
enter their time from the More actions menu on a content card
or from the Activity page.

l In some cases, like YouTube, tracking and completions

options are included with the link.

l For SCORM and AICC packages, Percipio uses the completion cri-
teria specified in the course package.

Copyright © Skillsoft Ireland Limited - All rights reserved. 380

 l For YouTube links, .mp3, and .mp4 files Percipio assumes com-
pletion after the user watches at least 50% of the video or listens to
at least 50% of the audio file.

7. If you uploaded a SCORM or AICC package, optionally edit the pack-

age's content player behavior.

8. Select Next: Add content discovery details to continue making edits,

or select Save unpublished changes to return at a later date.

9. Select your modality.

Choose the learning style that best fits your content to determine how it is
categorized within Percipio.

l Watch: usually a video or course

l Read: usually an e-book, article, or blog post

l Listen: usually an audio book

l Practice: usually resources that can be edited for a user's purpose,

such as Microsoft Word or Excel documents

10. Select a Content type. Content type is a universally recognized clas-

sification that defines how the content will be consumed by the learner.
Skillsoft uses the types: videos, courses, labs, live events, books, audio
books, etc. We suggest you use these as a starting point, but also define
some of your own such as web articles, presentations, and quarterly
meetings.

There is a default selection but you can select a different type from the
drop-down or enter a new value. We suggest you use the type ahead fea-
ture to avoid replicating an existing entry. You do not want to have two or
three entries for the same item; one with title-case, one with all lower-
case, a one-word entry, a two-word entry, or a hyphenated word would all
be considered different types.

Copyright © Skillsoft Ireland Limited - All rights reserved. 381

 A couple of notes about Content type:

l When adding an external link, we recommend that you do not spe-

cify the Content type as link because it does not give the user any
idea what kind of content it is. Is it a link to a video, document, or
some interactive website?

l When adding a SCORM/AICC course we recommend that you

keep the Content type as course so learners can receive com-
pletion certificates, if enabled on your site. If you change the Con-
tent type to something other than course for a SCORM/AICC
course, learners can't receive a completion certificate.

11. Select a content source from the list or enter a new value. We suggest
you use the type ahead feature to avoid replicating an existing entry.

Content Source is who owns the intellectual property; it is not the platform
where the item resides, such as YouTube or SharePoint. Skillsoft uses
source to distinguish brands and partner content like Wintellect and
GoFluent.

Note: Content source is a required field. If you are editing a

previously created content item and did not specify a con-
tent source at the time of creation, Percipio populates the
field with the Organization Name.

12. Enter a recommended duration.

This displays on the content card. The duration is the average amount of
time your learner can expect to engage with the content. To estimate
books and content, use the average of 300 words per minute. If adding a
video file, use the actual duration of the video.

13. To ensure the best experience, select the device(s) for which your con-
tent is optimized. When learners attempt to access this content on a

Copyright © Skillsoft Ireland Limited - All rights reserved. 382

 device not selected here (an “unsupported device”), a message directs
them to access the content on the selected (“supported”) device(s).

14. Optionally, select or enter a new expertise level, technology title, tech-
nology version, and additional search terms.

15. Optionally, enter an external ID. This is a unique identifier you can use to
search for your custom content in Percipio Admin. The external ID does
not display to learners in any search results or content cards.

16. Select one of the following actions:

l Cancel: Discard all changes.

l Save as Draft: Save your changes for modification or publication

later.

l Next: Review content details: Progress to the final stage to

review your settings and publish.

17. Review the details of your custom content. Select to edit any details if
necessary, then choose one of the following actions:

l Cancel: Discard all changes.

l Save as Draft: Save your changes for modification or publication

later.

l Next: Publish Content: Publish the content to a Percipio server so

that you can add it to a channel or journey.

18. Select to Publish your content or Save as draft for editing at a later date.

Note: Publishing your content places it on the Percipio

server. It is not yet available to your learners; to make it avail-
able to them, it must be added to a custom channel or jour-
ney.

Copyright © Skillsoft Ireland Limited - All rights reserved. 383

19.
Add published custom content item to a custom channel or jour-
ney.

To add the item to a journey, see Editing a Journey. To add to a

custom channel follow these steps:

a. On the CONTENT > Custom Channels page, click the

name of the channel to which you want to add the custom
content. The Edit Channel page displays.

b. Select Add content from library.

c. Enter item's title.

d. Select .

Note: If you recently published your item to Per-

cipio's server, it may take several minutes to dis-
play in your search results.

a. Locate the item and click to add it to the channel.

b. Select Done to save the channel.

The number of assets in each modality updates in yellow.

To see the newly-added item, click the appropriate mod-
ality tab.

Copyright © Skillsoft Ireland Limited - All rights reserved. 384

 c. Select Publish to publish the channel to Percipio.

Learners can now find your custom content in the library or

by searching.

You can only add published custom content to a custom channel.

Replace a Web Page

Skillsoft recommends you replace a file when the changes within it are minimal
and provide no new information to the learner. Grammatical or spelling errors
and image updates are common reasons to replace an existing file, instead of
retiring the current file and uploading a new one in its place.

Important information about replacement file storage

When you replace a hosted file, the existing version is removed from Percipio's
server, and a copy is not saved. Your hosted storage space is affected only if
the new file is smaller or larger than the original (for example, if the original file
is 20 MB and the replacement file is 18 MB, 2 MB of storage becomes free on
your site).

Copyright © Skillsoft Ireland Limited - All rights reserved. 385

To replace a file

1.
Navigate to the hosted custom content.

a. From the Admin menu, choose CONTENT > Content

Items. The Manage Content Items page displays.

b. Locate the content in the list.

c. Click the title, or click the More Actions icon , then click >
Edit. The Edit Custom Content page displays.

2. At the top of the page, click Replace file.

3. Browse to the new file.

4. Click Upload.

5. Edit the web page details.

6. Click Publish.

The content updates in Percipio and, if it is already added to a published

custom channel, is immediately available to learners.

Note: If the original content was not yet added to a custom

channel, the content is not yet discoverable or available to
learners. You must add the custom content to a custom
channel and then publish that channel.

Retire a Web Page

Retiring a file removes it from the library, and makes it unavailable to learners.

Note: Retiring content cannot be undone.

Copyright © Skillsoft Ireland Limited - All rights reserved. 386

1. From the Admin menu, choose CONTENT > Content Items. The Man-
age Content Items page displays.

2. Locate the custom content you wish to retire.

3. Select the More Actions icon , then Retire. A confirmation message

displays:

4. In the confirmation message, select Retire.The content retires imme-

diately and is no longer accessible to learners.

5. Another message displays asking if you want to free up space.

6. Select Download file to save a copy of the retired content.

7. Select one of the options:

l No, keep this file: Keeps the content on the server, and storage
space remains unchanged.

Copyright © Skillsoft Ireland Limited - All rights reserved. 387

 l Yes, delete this file: Removes the content from the server and
frees up storage space.

Single Files
You can upload Microsoft Word documents (.doc, .docx), Microsoft Excel
spreadsheets (.xls, .xlsx), Microsoft PowerPoint presentations (.ppt, .pptx),
PowerPoint slideshows (.pps, .ppsx), PDF documents (.pdf), and media files
(.mp4, .mp3, .mov). You also can copy a link to a course, document, or video
that is hosted somewhere else (at your company, on YouTube, in your LMS, or
any other source).

See the complete list of supported single file types.

Upload a Single File

For a complete listing of supported file types, see Single-file custom content.

To upload a file

1. From the Admin menu, choose CONTENT > Content Items. The Man-
age Content Items page displays.

2. Click Add Custom Content Item.

3. Click Upload single file(s). The Upload file page displays.

4. Click Browse to locate your file, or drag and drop the file onto the page.
The upload begins immediately.

5. Once the upload completes, you can either:

l edit the single file details, or

l click Publish, then make your content available to learners by

adding the custom content to a custom channel.

Copyright © Skillsoft Ireland Limited - All rights reserved. 388

Edit a Single File's Details
You can edit the Percipio-specific details of your uploaded file. Here, you can
add details to aid your learners in the discovery of your content. You can only
add published custom content to a custom channel.

Note: On-screen fields marked with * are required.

1.
Navigate to the hosted custom content.

a. From the Admin menu, choose CONTENT > Content

Items. The Manage Content Items page displays.

b. Locate the content in the list.

c. Click the title, or click the More Actions icon , then click >
Edit. The Edit Custom Content page displays.

2. On the Edit Custom Content page, the Title may be automatically gen-
erated from the content. You can edit this field if necessary.

3. The Description may be automatically generated from the content. You

can edit this field if necessary .

4. Choose a background image.

l Images should be in a 16x9 aspect ratio.

l The recommended size for the image is 1920 x 1080px.

l The file size must be 300k or less.

5. Select the content language.

6. Specify content completion criteria:

l For single files, web pages, and external links select one of the
following completion options:

Copyright © Skillsoft Ireland Limited - All rights reserved. 389

 l The learner opens it: Once the learner launches the link,
Percipio marks it as complete and places the status to Com-
pleted on the learner's Activity page.

l The learner marks it as complete: Once the learner

launches the link, they can mark the content as complete
using the Mark as completed option from the content card
while viewing the card from a channel or journey or from Activ-
ity page. If the learner views the content from search results,
they do not see the Mark as complete option and must choose
to mark the item complete from their Activity page.

l If the Learning time entry setting is selected for your site,

learners can also add the amount of time they spend learning
for this item. The time they enter is tracked in their learning
activity and counts towards their learning goals. Learners can
enter their time from the More actions menu on a content card
or from the Activity page.

l In some cases, like YouTube, tracking and completions

options are included with the link.

l For SCORM and AICC packages, Percipio uses the completion cri-
teria specified in the course package.

l For YouTube links, .mp3, and .mp4 files Percipio assumes com-
pletion after the user watches at least 50% of the video or listens to
at least 50% of the audio file.

7. If you uploaded a SCORM or AICC package, optionally edit the pack-

age's content player behavior.

8. Select Next: Add content discovery details to continue making edits,

or select Save unpublished changes to return at a later date.

9. Select your modality.

Copyright © Skillsoft Ireland Limited - All rights reserved. 390

 Choose the learning style that best fits your content to determine how it is
categorized within Percipio.

l Watch: usually a video or course

l Read: usually an e-book, article, or blog post

l Listen: usually an audio book

l Practice: usually resources that can be edited for a user's purpose,

such as Microsoft Word or Excel documents

10. Select a Content type. Content type is a universally recognized clas-

sification that defines how the content will be consumed by the learner.
Skillsoft uses the types: videos, courses, labs, live events, books, audio
books, etc. We suggest you use these as a starting point, but also define
some of your own such as web articles, presentations, and quarterly
meetings.

There is a default selection but you can select a different type from the
drop-down or enter a new value. We suggest you use the type ahead fea-
ture to avoid replicating an existing entry. You do not want to have two or
three entries for the same item; one with title-case, one with all lower-
case, a one-word entry, a two-word entry, or a hyphenated word would all
be considered different types.

A couple of notes about Content type:

l When adding an external link, we recommend that you do not spe-

cify the Content type as link because it does not give the user any
idea what kind of content it is. Is it a link to a video, document, or
some interactive website?

l When adding a SCORM/AICC course we recommend that you

keep the Content type as course so learners can receive com-
pletion certificates, if enabled on your site. If you change the Con-

Copyright © Skillsoft Ireland Limited - All rights reserved. 391

 tent type to something other than course for a SCORM/AICC
course, learners can't receive a completion certificate.

11. Select a content source from the list or enter a new value. We suggest
you use the type ahead feature to avoid replicating an existing entry.

Content Source is who owns the intellectual property; it is not the platform
where the item resides, such as YouTube or SharePoint. Skillsoft uses
source to distinguish brands and partner content like Wintellect and
GoFluent.

Note: Content source is a required field. If you are editing a

previously created content item and did not specify a con-
tent source at the time of creation, Percipio populates the
field with the Organization Name.

12. Enter a recommended duration.

This displays on the content card. The duration is the average amount of
time your learner can expect to engage with the content. To estimate
books and content, use the average of 300 words per minute. If adding a
video file, use the actual duration of the video.

13. To ensure the best experience, select the device(s) for which your con-
tent is optimized. When learners attempt to access this content on a
device not selected here (an “unsupported device”), a message directs
them to access the content on the selected (“supported”) device(s).

14. Optionally, select or enter a new expertise level, technology title, tech-
nology version, and additional search terms.

15. Optionally, enter an external ID. This is a unique identifier you can use to
search for your custom content in Percipio Admin. The external ID does
not display to learners in any search results or content cards.

Copyright © Skillsoft Ireland Limited - All rights reserved. 392

16. Select one of the following actions:

l Cancel: Discard all changes.

l Save as Draft: Save your changes for modification or publication

later.

l Next: Review content details: Progress to the final stage to

review your settings and publish.

17. Review the details of your custom content. Select to edit any details if
necessary, then choose one of the following actions:

l Cancel: Discard all changes.

l Save as Draft: Save your changes for modification or publication

later.

l Next: Publish Content: Publish the content to a Percipio server so

that you can add it to a channel or journey.

18. Select to Publish your content or Save as draft for editing at a later date.

Note: Publishing your content places it on the Percipio

server. It is not yet available to your learners; to make it avail-
able to them, it must be added to a custom channel or jour-
ney.

19.
Add published custom content item to a custom channel or jour-
ney.

To add the item to a journey, see Editing a Journey. To add to a

custom channel follow these steps:

Copyright © Skillsoft Ireland Limited - All rights reserved. 393

 a. On the CONTENT > Custom Channels page, click the
name of the channel to which you want to add the custom
content. The Edit Channel page displays.

b. Select Add content from library.

c. Enter item's title.

d. Select .

Note: If you recently published your item to Per-

cipio's server, it may take several minutes to dis-
play in your search results.

a. Locate the item and click to add it to the channel.

b. Select Done to save the channel.

The number of assets in each modality updates in yellow.

To see the newly-added item, click the appropriate mod-
ality tab.

Copyright © Skillsoft Ireland Limited - All rights reserved. 394

 c. Select Publish to publish the channel to Percipio.

Learners can now find your custom content in the library or

by searching.

You can only add published custom content to a custom channel.

Replace a Single File

Skillsoft recommends you replace a single file when the changes within it are
minimal and provide no new information to the learner. Grammatical or spelling
errors and image updates are common reasons to replace an existing file,
instead of retiring the current file and uploading a new one in its place.

Important information about replacement file storage

When you replace a hosted single file, the existing version is removed from Per-
cipio's server, and a copy is not saved. Your hosted storage space is affected
only if the new file is smaller or larger than the original (for example, if the ori-
ginal file is 20 MB and the replacement file is 18 MB, 2 MB of storage becomes
free on your site).

To replace a file

1.
Navigate to the hosted custom content.

a. From the Admin menu, choose CONTENT > Content

Items. The Manage Content Items page displays.

b. Locate the content in the list.

c. Click the title, or click the More Actions icon , then click >
Edit. The Edit Custom Content page displays.

2. At the top of the page, click Replace file.

Copyright © Skillsoft Ireland Limited - All rights reserved. 395

 3. Browse to the new file.

4. Click Upload.

5. Edit the file details.

6. Click Publish.

The content updates in Percipio and, if it is already added to a published

custom channel, is immediately available to learners.

Note: If the original file was not yet added to a custom chan-
nel, the content is not yet discoverable or available to
learners. You must add the custom content to a custom
channel and then publish that channel.

Retire a Single File

Retiring a file removes it from the library, and makes it unavailable to learners.

Note: Retiring content cannot be undone.

1. From the Admin menu, choose CONTENT > Content Items. The Man-
age Content Items page displays.

2. Locate the custom content you wish to retire.

3. Select the More Actions icon , then Retire. A confirmation message

displays:

Copyright © Skillsoft Ireland Limited - All rights reserved. 396

 4. In the confirmation message, select Retire.The content retires imme-
diately and is no longer accessible to learners.

5. Another message displays asking if you want to free up space.

6. Select Download file to save a copy of the retired content.

7. Select one of the options:

l No, keep this file: Keeps the content on the server, and storage
space remains unchanged.

l Yes, delete this file: Removes the content from the server and
frees up storage space.

External Links
External links are links to content that does not require a license and are hosted
outside of Percipio. These links can be to content such as YouTube videos,

Copyright © Skillsoft Ireland Limited - All rights reserved. 397

TED Talks, blogs, white papers, articles, and more. Once added to Percipio,
you can assign the link, add it to promoted content banners and strips, and
report on it.

External links are made available to learners when you:

1. Add the external link using either the single entry form or the bulk import
process.

2. Add the link to a channel and publish it. Learners have to be in an audi-
ence that has access to the channel to see the content.

Before creating an external link, review the Custom Content Best Practices doc-
umentation.

Actions you can take on external links include:

l Create a single external link

l Add multiple external links at once

l Edit an external link

l Retire an external link

Create an External Link

You can create an external link for your Percipio learners. External links can be
any URL you want. They can also be Percipio share links including those to
chapters or sections of books and audiobooks.

1. From the Admin menu, choose CONTENT > Content Items. The Man-
age Content Items page displays.

2. Select Add Custom Content Item.

3. Select External link(s). The Add Custom Content page displays.

4. Enter the URL where the content is hosted.

Copyright © Skillsoft Ireland Limited - All rights reserved. 398

 l This field is required.

l The URL must include https://

l For some sites (such as YouTube), Percipio automatically pop-

ulates many of the fields when you enter the URL.

l You can also add a Percipio share link in this field. This is helpful for
example, if you want to add a book chapter to a channel, journey, or
assignment. When you add a Percipio share link for a book chapter,
the following happens:

l The book title, chapter title, description, and thumbnail auto

populate

l When the learner selects the chapter link, the specific chapter
or section opens inline and not in a new tab

5.
Enter the Content details.

a. Enter a title for the content. This field is required.

b. Enter a description.

c. Choose a background image.

l Images should be in a 16x9 aspect ratio.

l The recommended size for the image is 1920 x

1080px.

l The file size must be 300k or less.

d. Select a Content language. This field is required.

This determines which language a learner must have set

as their Percipio site language in order to see the link from
Percipio.

e. Select your content completion criteria:

Copyright © Skillsoft Ireland Limited - All rights reserved. 399

 l The learner opens it: Once the learner launches the
link, Percipio marks it as complete and places the
status to Completed on the learner's Activity page.

l The learner marks it as complete: Once the

learner launches the link, they can mark the content
as complete using the Mark as completed option
from the content card while viewing the card from a
channel or journey or from Activity page. If the
learner views the content from search results, they
do not see the Mark as complete option and must
choose to mark the item complete from their Activity
page.

l If the Learning time entry setting is selected for your

site, learners can also add the amount of time they
spend learning for this item. The time they enter is
tracked in their learning activity and counts towards
their learning goals. Learners can enter their time
from the More actions menu on a content card or
from the Activity page.

l In some cases, like YouTube, tracking and com-

pletions options are included with the link.

6.
Enter your Content discovery details.

These details are visible to learners and determine how your con-
tent is classified in Percipio.

a. Select the modality (learning style) that best fits your con-
tent.

Copyright © Skillsoft Ireland Limited - All rights reserved. 400

 l Watch: usually a video

l Read: usually an e-book, article, or blog post

l Listen: usually an audio book

l Practice: usually resources that can be edited for a

user's purpose, such as Microsoft Word or Excel doc-
uments

b. Select a Content type. Content type is a universally recog-

nized classification that defines how the content will be con-
sumed by the learner. Skillsoft uses the types: videos,
courses, labs, live events, books, audio books, etc. We sug-
gest you use these as a starting point, but also define some
of your own such as web articles, presentations, and
quarterly meetings.

There is a default selection but you can select a different

type from the drop-down or enter a new value. We suggest
you use the type ahead feature to avoid replicating an exist-
ing entry. You do not want to have two or three entries for
the same item; one with title-case, one with all lowercase, a
one-word entry, a two-word entry, or a hyphenated word
would all be considered different types.

c. Select a content source from the list or enter a new value.

We suggest you use the type ahead feature to avoid rep-
licating an existing entry.

Content Source is who owns the intellectual property; it is

not the platform where the item resides, such as YouTube
or SharePoint. Skillsoft uses source to distinguish brands
and partner content like Wintellect and GoFluent.

Copyright © Skillsoft Ireland Limited - All rights reserved. 401

 d. Enter a recommended duration, which is the average
amount of time your learner can expect to engage with the
content.

To estimate books and content, use the average of 300

words per minute.

e. Select the type of device for which the content is optimized.

When learners attempt to access this content on a device

not selected here (an “unsupported device”), a message
directs them to access the content on the selected ("sup-
ported”) devices.

7.
Optionally, add additional content discovery details.

a. Select an expertise level from the drop-down list.

b. Enter the technology title and version.

c. Select additional search terms from the list, or enter new

terms.

d. Optionally, enter an external ID. This is a unique identifier

you can use to search for your custom content in Percipio
Admin. The external ID does not display to learners in any
search results or content cards.

8. Select one of the following actions:

l Cancel: Discard all changes.

l Save as Draft: Save your changes for modification or publication

later.

l Next: Review content details: Progress to the final stage to

review your settings and publish.

Copyright © Skillsoft Ireland Limited - All rights reserved. 402

 9. Review the details of your external link. Select to edit any details if neces-
sary, then choose one of the following actions:

l Cancel: Discard all changes.

l Save as Draft: Save your changes for modification or publication

later.

l Next: Publish Content: Publish the link to a Percipio server so that

you can add it to a channel or journey.

10. Select to Publish your external link or Save as draft for editing at a later
date.

11.
Add published custom content item to a custom channel or jour-
ney.

To add the item to a journey, see Editing a Journey. To add to a

custom channel follow these steps:

a. On the CONTENT > Custom Channels page, click the

name of the channel to which you want to add the custom
content. The Edit Channel page displays.

b. Select Add content from library.

c. Enter item's title.

d. Select .

Note: If you recently published your item to Per-

cipio's server, it may take several minutes to dis-
play in your search results.

a. Locate the item and click to add it to the channel.

b. Select Done to save the channel.

Copyright © Skillsoft Ireland Limited - All rights reserved. 403

 The number of assets in each modality updates in yellow.
To see the newly-added item, click the appropriate mod-
ality tab.

c. Select Publish to publish the channel to Percipio.

Learners can now find your custom content in the library or

by searching.

Edit an External Link

You can edit an external link that is in a Draft, Unpublished Changes, or Pub-
lished status in Percipio.

To edit an external link from the Custom Content page

1. From the Admin menu, choose CONTENT > Content Items.

The Manage Content Items page displays.

2. Locate the link you wish to modify.

Copyright © Skillsoft Ireland Limited - All rights reserved. 404

 3. Select the title, or select > Edit. The Edit Custom Content

page displays.

4. On the Edit Custom Content page, modify the fields.

For detailed information about these fields, see Create an

External Link.

5. Select one of the following actions:

l Cancel: Discard all changes.

l Save unpublished changes: Save your changes for modi-

fication or publication later.

l Next: Add content discovery details: Make any adjust-

ments to these fields.

6. Next: Review content details: Progress to the final stage to

review your settings and publish.

7. Review the details. Select to edit any details if necessary, then

choose one of the following actions:

l Cancel: Discard all changes.

l Save unpublished changes: Save your changes for modi-

fication or publication later.

l Next: Publish Content: Publish the link to a Percipio

server so that you can add it to a channel or journey.

8. Select to Publish your link or Save unpublished changes for

editing at a later date.

Note: If the link was not yet added to a custom

channel, the content is not yet discoverable or avail-
able to learners, and you must add the custom

Copyright © Skillsoft Ireland Limited - All rights reserved. 405

 content to a custom channel and publish the chan-
nel.

To edit an external link from within a custom channel

1. From the Admin menu, select CONTENT > Custom Channels.

The Custom Channels page displays.

2. Locate the channel containing the link you wish to edit.

3. Click the title, or click > Edit. The Edit Channel page dis-

plays.

4. In the content list, locate the external link you wish to edit.

5. Click . The Edit Custom Content page displays.

Copyright © Skillsoft Ireland Limited - All rights reserved. 406

 6. On the Edit Custom Content page, modify the fields.
For detailed information about these fields, see Create an
External Link.

7. Select one of the following actions:

l Cancel: Discard all changes.

l Save as Draft: Save your changes for modification or pub-

lication later.

l Next: Review content details: Progress to the final stage

to review your settings and publish.

8. Review the details of your external link. Select to edit any details
if necessary, then choose one of the following actions:

l Cancel: Discard all changes.

l Save as Draft: Save your changes for modification or pub-

lication later.

l Next: Publish Content: Publish the link to a Percipio

server so that you can add it to a channel or journey.

9. Select to Publish your external link or Save as draft for editing

at a later date.

Retire an External Link

Retiring an external link removes it from the library, and makes it unavailable to
learners.

Note: Retiring content cannot be undone.

Copyright © Skillsoft Ireland Limited - All rights reserved. 407

To retire an external link:

1. From the Admin menu, choose CONTENT > Content Items. The Man-
age Content Items page displays.

2. Locate the custom content you wish to retire.

3. Select the More Actions icon , then Retire. A confirmation message

displays:

4. In the confirmation message, select Retire.The content retires imme-

diately and is no longer accessible to learners.

Custom Journey Overview

Upskill or reskill your workforce

If you need to provide your business with an organized way to upskill or reskill
your workers, consider creating a custom journey. You might create a custom
journey for new hires to onboard more quickly, or another custom journey
aimed to cross-train teams, or a third for a new manager training program.

A custom journey is a guided learning path where you can group and order
learning content in an organized way, provide both optional and required con-
tent, and track progress and completion for your learners. Learning content that
you add to a custom journey can be either Skillsoft content or custom content.

Learners can discover a journey by browsing the library or searching, the same
as any other content item. When a learner discovers a journey, they can add it

Copyright © Skillsoft Ireland Limited - All rights reserved. 408

to their playlist or share it with a colleague. You can also allow learners to earn
a custom Digital Badge for completing custom tracks and journeys.

Before you create a custom journey, read the planning your custom journey to
ensure you have the necessary details at hand.

Journey structure
A journey can contain up to three parts depending on the starting point of the
learners taking the journey, the skill covered, and the level of support required
throughout and after the journey. Before you create a journey, see how it
appears to the learner:

Copyright © Skillsoft Ireland Limited - All rights reserved. 409

 1. Introduction: In this part, learners see any prerequisite material. Content
you might consider including here might be a welcome video, instructions
for completing the journey, or a self evaluation so learners can gauge
areas of focus. Items in this part of the journey are optional and do not
count toward journey completion.

2. Tracks: In this part, learners see all the learning content required to com-
plete the journey and acquire the new skill. The learning content is
grouped into tracks, which display as strips on the page. A journey must
have at least one track, but can have many tracks. Each track can have
as many content items as you want. The learner needs to complete all
items in a track for it to be marked complete. After a learner completes all
tracks, the journey is complete.

3. Related Content: Learners see any supplemental material. Content you

might consider sharing here include reference books, job aids, company
policy or procedure documents, or a final self evaluation so learners can
gauge progress. Items in this part of the journey are optional and do not
count toward completion of the journey.

Custom journey page

When you view the custom journey page, you see all journeys created and the
following information about each:

l Title: Shows a hyperlinked title of the journey that when selected brings
you to the editing flow.

l Status: Indicates the state of the journey. Options include:

l Draft: This means you started creating the journey and saved your
changes before publishing. Journeys in this status are not visible to
learners.

l Unpublished changes: This means you made and saved changes

to a previously published journey, but have not yet published it.

Copyright © Skillsoft Ireland Limited - All rights reserved. 410

 Learners in the targeted audiences can see the published version of
the journey, but not the journey with the changes.

l Published: This means you made the journey active and learners
in the target audience can see and take the journey.

l Retired: This means you removed the journey from view and
learners can longer see or access it. Retired journeys cannot be
edited.

l Digital Badge: Indicates whether you associated a custom Digital Badge

with the journey or any of its tracks. A value of Yes indicates that learners
can earn a badge for completing the track or journey. Selecting the hyper-
linked Yes shows an image of the badges that can be earned for the jour-
ney and its tracks. A value of No indicates that learners cannot earn a
badge for completing the track or journey.

l Date modified: The date someone last modified the journey.

l Modified by: The name of the person who last modified the journey. The
format shown is the first initial of the first name and the full last name as
stored in the Percipio user record.

l Created by: The name of the person who created the journey. The
format shown is the first name and the last name as stored in the Percipio
user record.

l Actions: Allows you to perform actions on a journey. You can view

details, edit details, or retire a journey.

Frequently asked questions

Why should my organization use custom journeys?

When you use custom journeys, you provide your learners with a
defined path through learning content, enabling them to develop their
career, assess their skills, and open up opportunities to achieve their

Copyright © Skillsoft Ireland Limited - All rights reserved. 411

 fullest potential within your organization. To further understand when
to use a custom journey, see Which one to use: Custom Channel, Cus-
tom Journey, or Assignment?

Will a custom journey appear in the Aspire Journey section of the lib-
rary?

No. A custom journey will appear in the area/subject you specify dur-
ing the creating process.

What Percipio user roles can create a custom journey?

Users with a Percipio role of site admin, content curators and content
coordinators can create and edit journeys. Content coordinators can-
not assign the journey to an audience and publish, they can only save
as draft.

Can I assign custom journeys to my learners?

Yes. After you've created and published your custom journey, you can
select it when you're adding content to a new assignment.

Can my learners earn a Digital Badge for completing a track or journey?

Yes. To allow learners to earn a custom Digital Badge for completing

the custom track or journey, you must:

1. Turn on custom Digital Badges for your site.

2. Design and publish a custom Digital Badge.

3. Add the custom Digital Badge to each new or existing journey.

Can I target my custom journey to a particular audience?

Copyright © Skillsoft Ireland Limited - All rights reserved. 412

 Yes. When you create a journey you can associate it with a particular
audience so only that audience can discover it from search or by
browsing.

Add Custom Content to a Custom Channel

Modifications to the content selections affect only the selected language view.
For information about language views, see Add a Language View to a Custom
Channel.

Adding custom content to a channel makes it available to your learners. You

can only add published custom content to a custom channel.

1. From the Admin menu, select CONTENT > Custom Channels. The Cus-
tom Channels page displays.

2. Locate the channel from the list where you want your custom content to
display.

3. Select the title, or > Edit. The Edit Custom Channel page displays.

4. Select Add content from library.

5. Enter the title of your custom content and select the search icon .

6. Optionally, use the filters to refine your search results.

7. Select the plus icon, , next to your custom content to add it to the chan-

nel.

8. Select Done.

9. Select Publish to publish the channel updates to Percipio.

The channel may take a few minutes to update within Percipio. Once
updated, the content is available to your learners.

Copyright © Skillsoft Ireland Limited - All rights reserved. 413

About Regaining Hosting Storage Space

Content replacement
When you replace an existing SCORM or AICC package, Percipio maintains
only the most recently-uploaded package files. We recommend you download
a copy of the content (via the Actions > Download File menu option on the
Custom Content page) prior to replacing it.

Content retirement
When you retire a hosted package or a hosted single file, you can opt to delete
retired content from the server to free up more storage space. When you delete
the content, a record of the retired asset remains via metadata that Percipio
uses for historical purposes (such as in reports or on a learner's Activity page).

We recommend you download a copy of the content (via the Actions

> Download File menu option on the Custom Content page) prior to deleting it.

Note: Retiring content cannot be undone. See Retire a Hosted

Package and Retire a Hosted File for procedures.

Custom Content Error Messages

These errors can occur when uploading files and packages, editing the file or
package details, creating external links, or editing external links.

Reason/Solu-
Error message
tion

Ensure your file

is in the correct
An error has occurred. Please check your file and try
format, then try
again.
your upload
again.

Copyright © Skillsoft Ireland Limited - All rights reserved. 414

 A required field
is not com-
This field is required. pleted. Com-
plete the
required field.

The external link

URL is incorrect.
Invalid URL format. Re-enter the
URL in the cor-
rect format.

The title already

exists in Per-
Title must be unique.
cipio. Enter a
unique title.

Your file may be

corrupt or con-
tain a virus.
Failed virus scan. Please check your file and try again. Verify your file is
safe for upload,
then try to
upload it again.

An unsupported
image type was
placed in the
upload area.
File type must be .png, .jpg, .jpeg, or .gif.
Select a sup-
ported image file
type. For sup-
ported image

Copyright © Skillsoft Ireland Limited - All rights reserved. 415

 types, see
Single-file cus-
tom content.

An unsupported
file type was
placed in the
upload area.
Select a sup-
File type must be .doc, .docx, .ppt, .pptx, .mp3, .mp4, or ported file type,
.mov. then try your
upload
again.For sup-
ported file types,
see Single-file
custom content.

An unsupported
file package
type was placed
in the upload
area. Select a
supported pack-
age file, then try
File type must be .zip.
your upload
again.. For sup-
ported package
types, see
Standards-
based custom
content.

Copyright © Skillsoft Ireland Limited - All rights reserved. 416

 The file is too
large. Review
the file and
File size must be less than 2 GB. ensure it is less
than 2 GB, then
try your upload
again.

The file is too

large and the file
type may be
unsupported.
Review the file
to ensure it is
File size must be less than 2 GB and one of the fol- less than 2 GB
lowing formats: .doc, .docx, .ppt, .pptx, .mp3, .mp4, or and one of the
.mov. supported file
types (for a com-
plete list, see
Single-file cus-
tom content),
then try your
upload again.

The package is
too large and the
package type

File size must be less than 1 GB and be in one of the fol- may be unsup-
lowing formats: .png, .jpg, .jpeg, or .gif. ported. Review
the package and
ensure it is less
than 1 GB and

Copyright © Skillsoft Ireland Limited - All rights reserved. 417

 one of the sup-
ported package
types (for a com-
plete list, see
Standards-
based custom
content), then
try your upload
again.

The image is too

large and the
image type may
be unsupported.
Review the
image to ensure
it is less than
File size must be less than 2 GB and be in one of the fol-
300k and one of
lowing formats: .png, .jpg, .jpeg, or .gif.
the supported
file types (for a
complete list,
see Single-file
custom content),
then try your
upload again.

There is an error
with version set-
tings. Fix these
A course already exists with the specified id
settings and try
the upload
again.

Copyright © Skillsoft Ireland Limited - All rights reserved. 418

Unable to import course into Rustici Engine because There is an error
duplicate external package id and version id exists and with version set-
Integ- tings. Fix these
ration.Im- settings and try
plementation.ShouldCreateNewPackageVersion the upload
returned false again.

There is an error
with the mani-
fest.Ensure your
Specified zip does not contain a manifest. manifest file is in
the zip package,
then try your
upload again.

There is an error
with the mani-
fest.Review your
Specified zip is invalid as it contains manifest in multiple
zip folder struc-
folders at the same level. ({0} and 1})
ture, then try
your upload
again.

There is an error
with the mani-
fest.Ensure your
No manifest could be found in the list of manifests for
manifest file is in
the specified zip.
the zip package,
then try your
upload again.

There was an error opening the manifest file. Check There is an error
that the file exists and that the ASP.NET user has the with the mani-

Copyright © Skillsoft Ireland Limited - All rights reserved. 419

 fest. Ensure
your manifest
file is in the zip
required permissions to read it. package and
that its per-
missions are set
appropriately.

There is an error
with the mani-
fest. Ensure
your manifest is
The manifest format was not recognized.
in a standard
format, then try
your upload
again.

There is an error
with the mani-
Error opening file. Could not load manifest from-[path
fest.Check the
here] Possible causes of this problem include a bad file
path and
location or an invalid XML document (check for unen-
XML document,
coded special XML characters such as & > <)
then try your
upload again.

There is an error
with the mani-
The manifest is malformed, manifest node not found. fest.
Are you sure you selected the 'imsmanifest.xml' file? Check your file,
then try your
upload again.

Manifest did not validate against schema. There is an error

Copyright © Skillsoft Ireland Limited - All rights reserved. 420

 with the mani-
fest.

Validate your
manifest, then
try your upload
again.

There is an error
with the path.
Review your
ImportCourse failed: webPathToCourse is null
files, then try
your upload
again.

There is an error
with the path.
Ensure the web
Package web path given exceeds the maximum length path is no more
of 500 characters. Path: {packageWebPath} than 500 char-
acters, then try
your upload
again.

Learning stand-
ard must be one
of the following:
Cannot import this {learning standard} package. Tin SCORM 1.1,
Can API functionality is not enabled/licensed by this SCORM 1.2,
installation SCORM 2004
(2nd, 3rd, or 4th
editions), or
AICC.

Copyright © Skillsoft Ireland Limited - All rights reserved. 421

 Content Promotions
Content promotions display in banners and/or strips on the Percipio home
page, giving a visual display of content items or links you want to highlight to
your learners. There is no limit to the number of promotions you can create, but
learners only see the first five most-recently created (or edited) banners and
first two most-recently created (or edited) strips they are entitled to view, based
on their audience membership. Promotions can be targeted to all learners or to
specific audiences.

Content strip promotions

A content strip promotion is a collection of up to 15 admin-selected Skillsoft
and/or custom content items that display in a single row on the Percipio home
page, below the My Assignments and Resume Learning strips.

There is no limit to the number of promotions you can create, but learners only
see the first two most-recently created (or edited) strips they are entitled to
view, based on their audience membership.

Copyright © Skillsoft Ireland Limited - All rights reserved. 422

Banner promotions
You can choose one of two types of banner promotions to display across the
top of the home page in place of the search banner:

l A content banner promotion highlights a single piece of content that

exists within Percipio.

l A image banner promotion provides a way to customize your Percipio

home page with an image or promote a link to an external item.

There is no limit to the number of promotions you can create, but learners only
see the first five most-recently created (or edited) banners they are entitled to
view, based on their audience membership.

Banners display via a carousel, and each one can call attention to a content
item or external link most relevant to your learners.

You can:

l target these promotions to specific groups of learners using audiences,

l customize the banner,

l add your own call-to-action, and

Copyright © Skillsoft Ireland Limited - All rights reserved. 423

 l change the promotion at any time to support various objectives your
organization may have.

Frequently asked questions

Why should I use content promotions?

Use content promotions to highlight specific content items relevant to

your learners, and target these promotions to specific groups of
learners using audiences. You can add your own call-to-action and
change the promotions at any time to support various objectives your
organization may have.

Where does a content strip promotion display?

Learners see up to two content strips on their home page, and they dis-
play in the order in which they are modified (most recent first).

l Percipio mobile app: Strips display below the My Assignments

and Resume Learning strips. If a banner is present, the strip dis-
plays below it.

Copyright © Skillsoft Ireland Limited - All rights reserved. 424

 l Percipio for the Web: Strips display below the My Assignments
and Resume Learning strips.

Where does a banner promotion display?

Learners see up to five content banners in a carousel on their home

page, and they display in the order in which they are modified (most
recent first).

l Percipio mobile app: The banner displays on the home page,

above the My Assignments strip.

Copyright © Skillsoft Ireland Limited - All rights reserved. 425

 l Percipio for the Web: The content banner displays in place of
the search banner on the home page, and the search bar moves
to the very top of the page. Learners see a carousel of up to five
banners on their home page, and they display in the order in
which they are modified (most recent first).

Search banner on the home page (no promoted content banner):

The promoted content banner replaces the search banner and

moves the search bar to the top of the page:

Copyright © Skillsoft Ireland Limited - All rights reserved. 426

If I change the title, description, or other information for a piece of cus-
tom content that I'm promoting, will my content promotion automatically
change with it?

No. You must manually enter your changes into the content promotion.
See Edit an Existing Content Strip Promotion and Edit an Existing Con-
tent Banner Promotion for procedures.

What is the difference between a content banner and a content image

promotion?

A content banner allows you to select any Skillsoft or custom content

item from the Percipio library to promote in a banner at the top of the
Percipio home page, including a channel or journey. The image dis-
played comes from the image loaded with the content item.

An image banner is not tied to a Percipio content item. You upload any
image you want to help brand your Percipio home page or promote
something outside of Percipio. You can make the image interactive by
specifying a valid URL.

Can I customize the image of a banner promotion?

No. Banner promotions use the image associated with the content
item. You cannot change the image that shows in the promotion.

If you are using a custom content item and decide to change its image,
the banner is not automatically updated with the new image. For
learners to see the new image, you must either remove the item from
the promotion and re-add it, or create a new promotion all together.

Can I notify my learners of a new promotion?

Copyright © Skillsoft Ireland Limited - All rights reserved. 427

 When you launch a new content strip promotion, you can opt to send a
customized email to your learners notifying them that the promotion is
live.

Email notifications is coming soon for content banner promotions.

What does the content strip email notification look like?

You can customize the messaging for the email notification for the con-
tent strip promotion and preview it on screen. A sample email is shown
below.

Copyright © Skillsoft Ireland Limited - All rights reserved. 428

Content Strip Promotions
You can use content strips to highlight specific content items relevant to your
learners, and target these promotions to specific groups of learners using audi-
ences. There is no limit to the number of promotions you can create, but
learners only see the first two most-recently created (or edited) strips they are
entitled to view, based on their audience membership. Promotions can be tar-
geted to all learners or to specific audiences.

To encourage learners to view the content within your promotion and engage
with the learning, you have the option to send email notifications to learners
and audiences you targeted. You can customize the email and send it upon
launch of the promotion. You can then edit the email and resend it any time
throughout the duration of the promotion. Measure the success of your email
campaign by reviewing the Content Promotion Summary report.

Example content strip promotion

Example: You want to create a strip for your management team

to call attention to various courses, channels, and books available
to them.

Copyright © Skillsoft Ireland Limited - All rights reserved. 429

 Assumptions for this example:
1. Your learners are already set up as users within Percipio.
2. Learners are already in an audience called Management Team.

3. The Management Team audience is associated with the

license pool that contains the content you want to showcase.

For procedures to set up new users, see Create a New User or

Bulk Import New Users. For procedures to set up an audience,
see Create a New Audience.

Create the strip promotion. Select the content items, from 3 up to

15 items, and the Management Team audience. Choose the start
date and an end date to avoid maintenance in the future. Place
the items in the order they should display to learners.

Copyright © Skillsoft Ireland Limited - All rights reserved. 430

Create a Content Strip Promotion
A learner can view up to two content strips on the home page. You can create
as many as you want and target them to different audiences.

To create a new content strip promotion

From the Admin menu, select LEARNING > Content Promotions. The
Content Promotions page displays with the CONTENT STRIPS tab open
by default.

1. Select Create New Promotion.

Copyright © Skillsoft Ireland Limited - All rights reserved. 431

2. Select Content strip promoting channels or content items from the
library. The New Promotion - Library Content Strip page displays.

3. Enter the Content strip title. This is the title that displays to the learner
as the strip header.

4. Select a Language from the drop-down list. This only affects the lan-
guage of content you can add to the strip (for example, if you select Ger-
man, when you search for content items to add to the content strip, only
German content items display in your search).

5. Enter a Start date.

Note: If the Start date is in the future, the promotion displays

to your learners beginning at 12:00:00 GMT of the chosen
day.

6. Optionally, enter an End date. The promotion stops at 11:59:59 GMT of

the selected day.

Note: If you choose not to enter an End date, the promotion

runs until you change the end date or pause the promotion.

7. Select Add content.

a. Search for the content item(s) you want to promote. Optionally, you
can filter the results using the Filters on the left hand side, then

select to add content. You must add at least three and up to 15

items to the strip.

b. Select Add to promotion. The New Promotion - Library Content

Strip page displays again.

8. Optionally, target your promotion to one or more audiences.

Copyright © Skillsoft Ireland Limited - All rights reserved. 432

 a. Select Add audiences.

b. Enter the name of an audience you wish to target, or browse the

audience list.

c. Select Done. The Create Promotion page displays again.

Note: If you do not target specific audiences, the promotion

displays to all learners via the All users audience. If a
learner is not entitled to the promoted content, they get an
error message instead of the content item. To avoid this,
select one or more audiences associated to the license pool
that contains the content you are promoting.

9. Optionally, notify your target audience that the promotion is live by ensur-
ing the Send promotional email for this content promotion is selec-
ted. If you choose not to send an email, unselect this option and proceed
by selectingCreate Promotion. When you choose to send the email
(option selected), you can then customize your email as follows:

a. Select Next, Notify users.

b. Select a date to send your email. By default, the date defaults to the
start date of your promotion. You can choose to have the email go
on a different date. At any time throughout the duration of the pro-
motion, you can choose to edit your promotion to update and
resend an email.

c. You can use the default text, but we recommend that you customize
your email message by entering a Subject line, Pre-header text,
Header text, and Custom text. The text you specify in these fields
is meant to get the user to open the email and follow the links. To fur-
ther personalize your email message, you can choose to use two
variables within any of the text fields, {First_name} and

Copyright © Skillsoft Ireland Limited - All rights reserved. 433

 {Organization_name}.

Example using variables

In this example, the learner receiving the welcome

email is Kezia Adler, and her company is Akara.

In the subject line field, this string:

{First_name}, access to your Percipio

account from {Organization_name} is
nearly complete!

Produces this subject line in the email for Kezia:

Kezia, access to your Percipio account

from Akara is nearly complete!

d. Select Refresh Preview to see how your message will look to

users. The email displays the first three items in the content strip.

e. When the email is as you want it, select Create promotion and
send email.

10. After you select to create a promotion:

l If the promotion's Start date is set to today, the promotion launches

to the targeted audiences immediately.

Note: After creating your promotion, refresh your Per-

cipio home page to see your new strip.

l If the Start date is in the future, the promotion launches to the tar-
geted audiences at 12:00:00 UTC on the selected date.

l If you selected to send an email notification, Percipio sends the

email on the date specified at 12:00 UTC.

Copyright © Skillsoft Ireland Limited - All rights reserved. 434

Edit a Content Strip Promotion
Learners only see up to two content strip promotions on the home page. You
can create as many promotions as you want. You can also send email noti-
fications as often as you like by editing the promotion.

To edit a content strip promotion

From the Admin menu, select LEARNING > Content Promotions. The
Content Promotions page displays with the CONTENT STRIPS tab open
by default.

1. Select the title of the promotion you wish to edit.

2. Modify the promotion. You can change any of the details, content, and
audiences.

3. Optionally, notify your target audience about the promotion by ensuring

the Send promotional email for this content promotion is selected. If
you choose not to send an email, unselect this option and proceed by
selectingUpdate Promotion. When you choose to send the email (option
selected), you can then customize your email as follows:

a. Select Next, Notify users.

b. Select a date to send your email. By default, the date defaults to the
start date of your promotion. At any time throughout the duration of
the promotion, you can choose to update and resend an email.

c. You can use the default text, but we recommend that you customize
your email message by entering a Subject line, Pre-header text,
Header text, and Custom text. The text you specify in these fields
is meant to get the user to open the email and follow the links. To fur-
ther personalize your email message, you can choose to use two
variables within any of the text fields, {First_name} and {Organ-
ization_name}.

Copyright © Skillsoft Ireland Limited - All rights reserved. 435

 Example using variables

In this example, the learner receiving the welcome

email is Kezia Adler, and her company is Akara.

In the subject line field, this string:

{First_name}, access to your Percipio

account from {Organization_name} is
nearly complete!

Produces this subject line in the email for Kezia:

Kezia, access to your Percipio account

from Akara is nearly complete!

d. Select Refresh Preview to see how your message will look to

users. The email displays the first three items in the content strip.

e. When the email is as you want it, select Update promotion and
send email. The email sends at 12:00 am UTC on the date spe-
cified to all users in the target audience(s) for that promotion.

4. Select Update promotion.

Note: If your promotion is active, once you select Update Pro-

motion, refresh your Percipio home page to see your changes.

To change the order of your content strip promotions, see Reorder your Con-
tent Strip Promotions.

Pause or Resume a Content Strip Promotion

Instead of ending a promotion, you can pause it and resume it at a later date. A
paused promotion does not display on the home page and is not visible to your
learners.

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To pause a content strip promotion

From the Admin menu, select LEARNING > Content Promotions. The
Content Promotions page displays with the CONTENT STRIPS tab open
by default.

1. From the Actions column, click , then click Pause promotion, then click
Yes, pause. The promotion pauses immediately.

Note: Refresh your Percipio home page to see your changes.

To resume a content strip promotion

From the Admin menu, select LEARNING > Content Promotions. The
Content Promotions page displays with the CONTENT STRIPS tab open
by default.

1. From the Actions column, click , then click Resume promotion, then
click Yes, resume. The promotion resumes immediately. .

Note: Refresh your Percipio home page to see your changes.

Because you updated the promotion, it now displays first. By
default, a new promotion or the most-recently edited promotion
displays first, followed by the next most recently-edited promotion.

Reorder your Content Strip Promotions

You can have up to two content strip promotions on the home page. By default,
a new content strip and/or the most-recently edited strip displays first, followed
by the next most-recently edited strip.

To reorder your content strip promotions

From the Admin menu, select LEARNING > Content Promotions. The
Content Promotions page displays with the CONTENT STRIPS tab open
by default.

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 1. Locate the strip you want to display first on the home page.

2. Click the promotion title.

3. Make one or more edits on the page.

4. Click Update promotion. The promotion displays first to your targeted

audiences.

End a Content Strip Promotion

To end a content strip promotion immediately

From the Admin menu, select LEARNING > Content Promotions. The
Content Promotions page displays with the CONTENT STRIPS tab open
by default.

1. Locate the banner you wish to take down.

2. Click the promotion title.

3. In the End date field, enter a date in the past.

4. Click Update Promotion. The promotion ends immediately and is

removed from the home page.

Note: After you click Update Promotion, refresh your Percipio

home page to see your changes.

To end a content promotion on a specific date

From the Admin menu, select LEARNING > Content Promotions. The
Content Promotions page displays with the CONTENT STRIPS tab open
by default.

1. Locate the strip you want to take down.

2. Click the promotion title.

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 3. In the End date field, enter the date you want the promotion to end. The
promotion stops at 11:59:59 GMT of the selected day.

4. Click Update Promotion.

l Because you updated the promotion, it now displays first. By

default, a new promotion or the most-recently edited promotion dis-
plays first, followed by the next most recently-edited promotion.

l The promotion disappears from your site at 11:59:59 GMT on the

selected End date.

Banner Promotions
You can use banners to highlight specific content items, images, or external
links relevant to your learners, and target these promotions to specific groups
of learners using audiences. You can also add your own call-to-action and
change the promotions at any time to support various objectives your organ-
ization may have.

There is no limit to the number of promotions you can create, but learners only
see the first five most-recently created (or edited) banners they are entitled to
view, based on their audience membership. Promotions can be targeted to all
learners or to specific audiences.

You can have up to five banners display via a carousel at the top of your
learners' home page. You can set the banners to automatically scroll every 7
seconds. Learners have the option to individually turn automatic play on or off
and to manually scroll through banners with the next and previous buttons.

Copyright © Skillsoft Ireland Limited - All rights reserved. 439

Copyright © Skillsoft Ireland Limited - All rights reserved. 440
Example content banner promotion

Example: You want to create a banner for your sales team to call
out attention to a specific video you want them to watch.

Assumptions for this example:

1. Your learners are already set up as users within Percipio.
2. Learners are already in an audience called Sales Team.
3. The Sales Team audience is associated with the license pool
containing the content you want to promote.

For procedures to set up new users, see Create a New User or

Bulk Import New Users. For procedures to set up an audience,
see Create a New Audience.

Create the banner promotion. Select the content item and Sales
Team audience. Choose the start date and an end date to avoid
maintenance in the future. Customize the title and button if you
want. The image that displays in the promotion is the image of the
content item you selected; you cannot change it.

Create a Content Banner Promotion

You can have up to five banners display via a carousel at the top of your
learners' home page. You can set the banners to automatically scroll every 7
seconds. Learners have the option to individually turn automatic play on or off
and to manually scroll through banners with the next and previous buttons.

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Copyright © Skillsoft Ireland Limited - All rights reserved. 442
To create a new content banner promotion

From the Admin menu, select LEARNING > Content Promotions. The
Content Promotions page displays with the CONTENT STRIPS tab open
by default.

1. Select Create New Promotion.

2. Select Banner promoting a channel or content item from the library.

The New Promotion - Library Content Banner page displays.

3. Enter the Banner promotion title. This is only the title of the promotion
itself, not what displays to learners on the banner.

4. Select a Language from the drop-down list. This only affects the lan-
guage of content you can add to the banner (for example, if you select
German, when you search for a content item to promote in the banner,
only German content items display in your search).

5. Enter a Start date.

Note: The promotion displays to your learner beginning at

12:00:00 GMT of the selected day.

6. Optionally, enter an End date. The promotion stops at 11:59:59 GMT of

the selected day.

Note: If you choose not to enter an End date, the promotion

runs until you change the end date or pause the promotion.

7. Select Add content.

8. Search for the content item you want to promote. Optionally, you can filter

the results using the Filters on the left hand side, then click . You may

only display one content item per banner.

9. Select Done.

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10. Optionally, select Customize banner to change colors and text appear-
ing in your banner. The image that displays in the banner is loaded from
the image of the content item you selected; you cannot change the
image.

Note: If you are using a custom content item and decide to

change its image, the banner is not automatically updated
with the new image. For learners to see the new image, you
must either remove the item from the promotion and re-add
it, or create a new promotion all together.

Customize the banner text

a. If you want something other than the content item title to

display, in the Banner text section, enter a new title. We
recommend no more than 30 characters.

b. If you want something other than the content item descrip-

tion to display, enter a new description. We recommend
no more than 140 characters.

c. Optionally, modify the button text. We recommend no

more than 25 characters.

d. If you are finished with the banner customizations, click

Done. The New Promotion - Library Content Banner page
displays with preview of the banner for both the Web and
Mobile App.

Customize the banner color

a. Select a Background color or enter a hex color value.

This is the banner's overlay color.

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 b. Select a "Featured" text color or enter a hex color value.
"Featured" text identifies the content type (for example,
FEATURED VIDEO), and generates automatically above
the title on your banner.

c. Select a Title description text color or enter a hex color

value for your banner text.

d. If you are finished with the banner customizations, click

Done. The New Promotion - Library Content Banner page
displays with preview of the banner for both the Web and
Mobile App.

Customize the button colors

a. Select a Button background color or enter a hex color

value.

b. Select a Button text and border color or enter a hex

color value.

c. Select a Button hover color or enter a hex color value to

display when a learner hovers his cursor over the button.

d. If you are finished with the banner customizations, click

Done. The New Promotion - Library Content Banner page
displays with preview of the banner for both the Web and
Mobile App.

11. Optionally, target your promotion to one or more audiences.

a. Click Add audiences.

b. Enter the name of an audience you wish to target, or browse the

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 audience list.

c. Click Done. The Create Promotion page displays again.

Note: If you do not target specific audiences, the promotion

displays to all learners via the All users audience. If a
learner is not entitled to the promoted content, they get an
error message instead of the content item. To avoid this,
select one or more audiences associated to the license pool
that contains the content you are promoting.

12. Click Create Promotion.

l If the promotion's Start date is set to today, the promotion launches

to the targeted audiences immediately.

Note: After creating your promotion, refresh your Per-

cipio home page to see your new banner.

l If the Start date is in the future, the promotion launches to the tar-
geted audiences at 12:00:00 GMT on the selected date.

Edit a Banner Promotion

You can have up to five banners display via a carousel at the top of your
learners' home page.

To edit a content banner promotion

From the Admin menu, select LEARNING > Content Promotions. The
Content Promotions page displays with the CONTENT STRIPS tab open
by default.

1. Select the CONTENT BANNER tab. The Content Banner list displays.

2. Select the title of the promotion you wish to edit.

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 3. Modify the promotion. You can change any of the details, content, cus-
tomizations, and audiences.

If you are using a custom content item and decide to change its image,
the banner is not automatically updated with the new image. For learners
to see the new image, you must either remove the item from the pro-
motion and re-add it, or create a new promotion all together.

4. Select Update promotion.

Note: If your modified promotion is live, after you select Update

Promotion, refresh your Percipio home page to see your
changes.

To change the order of your banner promotion carousel display, see Reorder
your Banner Promotions.

Pause or Resume a Banner Promotion

Instead of ending a promotion, you can pause it and resume it at a later date. A
paused promotion does not display on the home page and is not visible to your
learners.

To pause a content banner promotion

From the Admin menu, select LEARNING > Content Promotions. The
Content Promotions page displays with the CONTENT STRIPS tab open
by default.

1. Click the CONTENT BANNER tab. The Content Banner list displays.

2. From the Actions column, click , then click Pause promotion, then click
Yes, pause. The promotion pauses immediately.

Note: Refresh your Percipio home page to see your changes.

Copyright © Skillsoft Ireland Limited - All rights reserved. 447

To resume a banner promotion

From the Admin menu, select LEARNING > Content Promotions. The
Content Promotions page displays with the CONTENT STRIPS tab open
by default.

1. Click the CONTENT BANNER tab. The Content Banner list displays.

2. From the Actions column, click , then click Resume promotion, then
click Yes, resume. The promotion resumes immediately.

Note: Refresh your Percipio home page to see your changes.

Because you updated the promotion, it now displays first. By
default, a new promotion or the most-recently edited promotion
displays first, followed by the next most recently-edited promotion.

Reorder your Banner Promotions

You can have up to five banners display via a carousel at the top of your
learners' home page. By default, a new banner or the most-recently edited or
resumed banner displays first, followed by the next most-recently edited ban-
ner.

To reorder your content banner promotions

From the Admin menu, select LEARNING > Content Promotions. The
Content Promotions page displays with the CONTENT STRIPS tab open
by default.

1. Click the CONTENT BANNER tab. The Content Banner list displays.

2. Locate the banner you want to display first in the carousel. You can either
make an edit or pause and resume it to move it to the top of the list.

3. From the Actions column, click , then click Pause promotion or Edit.

4. Either Resume promotion or save your changes. The promotion dis-

plays first in the list to your targeted audiences.

Copyright © Skillsoft Ireland Limited - All rights reserved. 448

End a Banner Promotion

To end a banner promotion immediately

From the Admin menu, select LEARNING > Content Promotions. The
Content Promotions page displays with the CONTENT STRIPS tab open
by default.

1. Click the CONTENT BANNERS tab and locate the banner you wish to
take down.

2. Click the promotion title.

3. In the End date field, enter a date in the past.

4. Click Update Promotion. The promotion ends immediately and is

removed from the home page.

Note: After you click Update Promotion, refresh your Percipio

home page to see your changes.

To end a banner promotion on a specific date

From the Admin menu, select LEARNING > Content Promotions. The
Content Promotions page displays with the CONTENT STRIPS tab open
by default.

1. Click the CONTENT BANNERS tab and locate the banner you wish to
take down.

2. Click the promotion title.

3. In the End date field, enter the date you want the promotion to end. The
promotion stops at 11:59:59 GMT of the selected day.

4. Click Update Promotion.

l Because you updated the promotion, it now displays first. By

default, a new promotion or the most-recently edited promotion

Copyright © Skillsoft Ireland Limited - All rights reserved. 449

 displays first, followed by the next most recently-edited promotion.

l The promotion disappears from your site at 11:59:59 GMT on the

selected End date.

Copyright © Skillsoft Ireland Limited - All rights reserved. 450

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

In Percipio, you can:

l Bulk import many new users in Percipio

l Create a new user

l Create a new audience

l Access Compliance Administrator

In Compliance Administrator, you can:

l Assign Compliance content to audiences and individual users

l Configure email notifications and set security levels for Compliance users

l Use the Compliance reporting feature to monitor users' Compliance train-

ing

See the Compliance Knowledge Base for more information.

Access Percipio Compliance Administrator

Depending on your privileges, you can access Percipio Compliance Admin-
istrator in different ways.

Copyright © Skillsoft Ireland Limited - All rights reserved. 451

If you have administrator privileges in both Percipio and Percipio
Compliance
l Click the COMPLIANCE link on the Admin menu to open Percipio Admin-
istrator.

If you have administrator privileges in Percipio Compliance only

1. From the My Profile menu, click Compliance.

The Percipio Compliance page displays.

2. On the Percipio Compliance page, click Administrative Tasks from your

profile drop down. Compliance Administrator opens in a new window.

Note: The Compliance Administrator Knowledge Base is avail-

able from the Help links in Compliance Administrator.

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Overview Dashboard
The Overview dashboard displays several metrics about how your learners are
interacting with the Percipio platform.

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1.
Filters

You can filter data on this dashboard by date and audience.

l Date filters: Use these to specify the data on your Activity

dashboard.

l Date Range Presets: Filters the data by a specified

range of dates from the drop-down list.

l Start: Instead of using a Date Range preset, use this

to specify a start date. When you enter a Start date,
the Date Range Presets filter changes to Custom.

l End: Instead of using a Date Range preset, use this

to specify an end date. When you enter an End date,
the Date Range Presets filter changes to Custom.

Example:
If you set the date to Start on September 1
and End on October 1, only the platform data
within the September 1 - October 1 time
period is shown.

l AUDIENCE: Predefined group of users. Enter the name of

an audience and then select it from the list. You can display
the data for multiple audiences at the same time by enter-
ing more than one audience name.

2.
Platform engagement chart

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 Platform engagement shows several charts related to overall
usage in Percipio. When you select one of the individual metric
charts, the larger graphic updates to reflect the selected data.

l Page views: Total number of platform page views for all

users during the selected time frame. A page view is coun-
ted each time a user accesses a page within Percipio
(whether it be through navigating through Percipio or using
search).

l Examples of a page include a search results page,

the Activity page, and the home page.

l Users: Total number of unique users accessing the plat-

form during the selected time frame. Each user is counted
only once, regardless of how many times they accessed
the site.

l For example, if a learner signs in to Percipio four

times within the specified date range, only one visit
for this learner is included in this calculation.

l Session hours: Total time users spent engaged with the

platform during the selected time frame.

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 l Total sessions: Total number of sessions during the selec-
ted time frame. This is not user-specific.

l For example, if a learner signs into Percipio four

times within the specified date range, all four ses-
sions are included in this calculation.

l You can configure how long a learner can stay

logged into a session from the Settings, Site Con-
figuration option.

l Pages per session: Average number of platform page

views per user during a single session during the selected
time frame.

l For example, if a learner signs in to Percipio three

times during the specified time frame, and visited six
pages during the first session, four pages during the
second session, and eight pages during the third ses-
sion, the average number of platform page views
would be six (6 page views + 4 page views + 8 pages
views = 18 page views. When those 18 page views
are divided by the total number of sessions for the
user – in this case, 3 – the average number is six.

To save or download this chart, see Working with the Overview

dashboard charts.

3.
Content entry points chart

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 This chart displays the frequency in which learners viewed each
of these content access points within Percipio.

l Activity list: Total number of time users accessed their

Activity page.

l Assignment: Total number of times users accessed the

assignment.

l Library browse: Total number of times users accessed

browsing the library.

l Personal playlist: Total number of times users accessed

the Personal playlist.

l Search: Total number of times users accessed search.

To save or download this chart, see Working with the Overview

dashboard charts.

4.
New vs. returning users chart

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 This chart displays the percentage of new versus returning
users. A new user is one who logged in for the first time within
the specified date range. A returning user is one who logged in
prior to the specified date range AND viewed at least one page
within the specified date range.

To save or download this chart, see Working with the Overview

dashboard charts.

Working with the Overview dashboard charts

Save a chart

All charts on the Overview dashboard have a Save chart option, which saves
the chart as a .PNG file for use in other documents (such as a slide present-
ation).

For most browsers

1. Click Save Chart.

2. Select Save File.

3. Click OK.

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For Internet Explorer browsers

1. Right-click the chart image.

2. Select Save picture as.

3. Enter a file name.

4. In the Save as type drop down menu, select PNG (*png).

5. Click Save.

Download a chart's CSV file

You can download a CSV file with the selected chart metrics and use it to
import the data into other business systems or documents.

1. Click Download CSV.

2. Follow your browser's prompts to save the file.

Program Value Dashboard

The Program Value dashboard provides insight into your eLearning program.
The highly visual metrics, along with the detailed reports, deliver important
information that you can use to understand and manage your organization's
learning hours and estimated program value.

Copyright © Skillsoft Ireland Limited - All rights reserved. 459

1.

Filters

You can filter data on this dashboard by date range and audi-
ence.

l Date Range Presets: Filters the data by a specified range

of dates from the drop-down list.

l AUDIENCE: Predefined group of users. Enter the name of

an audience and then select it from the list. You can display

Copyright © Skillsoft Ireland Limited - All rights reserved. 460

 the data for multiple audiences at the same time by enter-
ing more than one audience name.

2.

Learning Hours chart

Learning hours are based on the actual time learners spend in

instructional content. The Learning Hours chart is a view into the
total learning hours for your organization. This important metric
includes time the learner spent within any of the instructional con-
tent (including courses, books, book summaries, audiobooks,
audio summaries, labs, TestPreps, tests, live courses (sched-
uled content), and videos).

3.
Estimated Program Value chart

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 The Estimated Program Value charts help you gain insight into
the ongoing value to your organization accrued through the use
of Skillsoft content solutions. The program estimates calculated
in Percipio provide financial metrics on how learning impacts
your organization in terms of the value of improved skills and of
productive time saved. These estimates are standardized and
are based in part on financial information provided by your organ-
ization and your contract value (not including the Compliance
component of your contract).

See Estimated Program Value Charts for detailed information

about each of these charts, and about how estimates and adjust-
ments are calculated.

Note: Compliance contract values are not included

in the contract values being passed to Percipio for
these dashboard calculations.

Estimated Program Value Charts

The Estimated Program Value charts help you gain insight into the ongoing
value to your organization accrued through the use of Skillsoft content solu-
tions. The program estimates calculated in Percipio provide financial metrics on
how learning impacts your organization in terms of the value of improved skills
and of productive time saved. These estimates are standardized and are based
in part on financial information provided by your organization and your contract
value (not including the Compliance component of your contract).

Copyright © Skillsoft Ireland Limited - All rights reserved. 462

Value of Skill Gain chart

The Value of Skill Gain chart helps your organization gain insight into
the increased value each employee is delivering from stronger skills
obtained through eLearning. The increases in skill gain can add value
in multiple ways, such as increased engagement, reduced voluntary
turnover, helping the employee deliver results more consistently, and
preparing the employee for more advanced work.

Value of Skill Gain calculation

This calculation is derived using the following formula:

When the selected date range is for one month:

(# users who accessed the content in a selected month) *
(annual salary) * (% of tasks requiring skill) * (% skill gain)

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 ÷ 12 (the number of months in a year) = Monthly estim-
ate of skill gain per user.

When the selected date range is for multiple

months:
1. Take the monthly estimate of skill gain per user cal-
culation for the first month, and add it to the second
month's estimate of skill gain per user calculation.
2. Add that total to the third month's estimate of skill gain
per user calculation.
3. Continue adding each month into the last until you've
added all monthly estimates of skill gain per user totals
together to see your final Value of Skill Gain estimate.

The values applied to model the Value of Skill Gain in Percipio are
derived from Skillsoft's Impact Benchmarks, salary information
provided by your organization, and an industry standard adjustment
for self-reporting bias.

l % of tasks requiring skill = 25%

Skillsoft's Impact Benchmark for % of tasks requiring skill (rel-

evance) is 50 - 56%. In Percipio, the low end of the range (50%)
is reduced to 25% to deliver a conservative estimate. Relevance
is used to isolate the impact to that portion of the job to which the
improved skills apply to monetize impact for only the portion of
the job role the content is affecting.

l % skill gain = 8%

Skillsoft's Impact Benchmark for % of skill gain is 15-17%, vary-

ing by business sector. Percipio uses the midpoint of 8% to

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 conservatively estimate the improvement level occurring across
your user population.

l Annual salary = variable

This model uses the average annual salary listed on your

SETTINGS > Site Configuration page in Percipio Admin. The
default value is $50,000 USD.

How is Skill Gain determined?

In this example, we have a Skill Gain of $63,750 over a

selected date range of Jan 2019 - April 2019:

To calculate this number:

1. Determine how many users accessed content in

the first month of your filtered data. (This number is
available via the Learner Activity report.)

In this example: In January of 2019, 135 users

accessed content.

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 2. Multiply the number of users accessing the content
by the average annual salary.

In this example: The average annual salary is set to

$50,000.

135 * 50,000 = $6,750,000

3. Multiply that total by 25% (the % of tasks requiring

skill).

In this example: 6,750,000 * .25 = $1,687,500

4. Multiply that total by 8% (the % skill gain).

In this example: $1,687,500 * .08 = $135,000

5. Divide this total by 12 (the number of months in a

year).

In this example: $135,000 / 12 = $11,250

You're left with you monthly Skill Gain value for January
of $11,250.

Copyright © Skillsoft Ireland Limited - All rights reserved. 466

 Next, repeat that formula for February, and add it to the
January Skill Gain total. In this example, in February
2019:

240 users accessed content * the average annual salary

that was set to $50,000 = $12,000,000.

$12,000,000 * 25% (the % of tasks requiring skill) =

$3,000,000

$3,000,000 * 8% (the % skill gain) = $240,000

$240,000 / 12 (the number of months in a year) =

$20,000

Now that you have February's total, add it to January's

total to get your cumulative total Skill Gain for both
months:

$20,000 + $11,250 = $31,250

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 The cumulative total displays on your chart at the Febru-
ary point:

Repeat this formula for all months in your chart, adding

each total to the next month, to see your total Skill Gain
number for your selected date range. In the example
above, the total Skill Gain number for the selected date
range (Jan - Apr) is $63,750.

Impact to Salary Hours chart

The Impact to Salary Hours chart provides insight into the value of pro-
tecting productive work time across your organization by increasing
the efficiency of training delivery through eLearning. The model is
based on a globally accepted industry standard that instructor-led deliv-
ery takes twice as much time to deliver the same content as
eLearning1.

Copyright © Skillsoft Ireland Limited - All rights reserved. 468

 Example: Four hours of instructor-led content is
delivered via elearning in 2 hours. The time savings result
is 2 hours of productive time. If the employee earns $100
per hour, the value of the time saved is $200 in pro-
ductive work time, now available to the employee.

Impact to Salary calculation

This calculation is derived using the following formula:

(# total hours of eLearning recorded in Percipio) * (aver-

age hourly salary**) = Value of training time using
eLearning
(Value of training time using eLearning) * 2 = Cost of
equivalent Instructor-Led training
(Cost of equivalent Instructor-Led training) - (Value of
training time using eLearning) = Impact to Salary Hours
estimate

**average hourly salary is roughly calculated as (40 hours/week * 50

weeks/year) / annual salary specified in Settings

The values applied to model Impact to Salary Hours in Percipio are

derived from industry standard comparisons of instructor-led and
eLearning delivery times and annual salary information.

Copyright © Skillsoft Ireland Limited - All rights reserved. 469

 l # total hour of eLearning recorded in Percipio: For the time
frame given, the total number of hours of eLearning consumed
and recorded in Percipio. Estimated Duration as reflected in the
description of how each content asset consumed, is used to cal-
culate this figure.

Total Benefit chart

The Total Benefits chart helps you gain insight into the combined value
of improving skills and protecting productive work time by increasing
the speed of training delivery using eLearning.

Total Benefits calculation

This calculation is derived using the following formula:

(Value of Skill Gain estimate) + (Impact to Salary Hours

estimate) = Total Benefits estimate

The values applied to model Total Benefit in Percipio are derived from
adding the Value of Skill Gain and Impact to Salary Hours estim-
ates.

Benefit-to-Ratio chart

Copyright © Skillsoft Ireland Limited - All rights reserved. 470

 The Benefit-to-Cost Ratio estimate helps you weigh program benefits
against program costs for the purpose of gauging overall impact and
success of your organization's eLearning investment. The Benefit-to-
Cost estimate suggests a monetized return value for every $1 USD
invested.

Benefit-to-Cost Ratio calculation

This calculation is derived using the following model:

(Total Benefits estimate) ÷ (Skillsoft investment) = Bene-

fit-to-Cost Ratio

The values applied to model Benefit-to-Cost Ratio in Percipio are

derived from dividing Total Benefit estimate for the time period spe-
cified by your Skillsoft investment (contract value) prorated for the time
period specified in your filters.

About estimates

Estimating the credible impact of a training program can be difficult. Just as the
impact of an advertising program can never be known precisely, calculating the
true value of learning is equally as complicated. However, reasonable estim-
ates are a generally accepted technique for measuring learning impact as well
as for decision-making in other parts of your organization. Sales forecasts,
growth estimates and similar analysis are used daily to make choices about
how dollars should be spent. Similarly, the estimates included in Percipio's

Copyright © Skillsoft Ireland Limited - All rights reserved. 471

Value Dashboard are not intended to provide an exact impact figure; they are
designed to produce reasonable analysis based on conservative assumptions
derived from Skillsoft's value benchmarks and your organization's adoption
data.

Standard adjustment: 50%

Skillsoft's current Impact Benchmarks are derived from self-reported data col-
lected from more than 30,000 actual end users of Skillsoft content in 2014-
2015. The goal of Percipio's Value Dashboards is to deliver a credible mon-
etized estimate of value without overstating the effect. Since your users have
not provided the relevance and skill gain estimates as they would through a
formal impact analysis, the benchmarks in Percipio's Value Dashboard are
adjusted by 50% to ensure no over-estimation of value.
1

Skillsoft cites Karl M. Kapp's compilation of studies to support this 2x factor.

Activity Dashboard
The Activity dashboard provides key metrics on how utilization progresses for
each type of learning modality. You can filter this dashboard by date range and
audience to assist in understanding learning trends. Each content type (such
as courses and books) has its own table to show you more detailed data.

Note: How a learner accesses an asset impacts the data presen-

ted in this dashboard.

Copyright © Skillsoft Ireland Limited - All rights reserved. 472

1.
Filters

You can filter data on this dashboard by date and audience.

l Date filters: Use these to specify the data on your Activity

dashboard.

Copyright © Skillsoft Ireland Limited - All rights reserved. 473

 l Date Range Presets: Filters the data by a specified
range of dates from the drop-down list.

l Start: Instead of using a Date Range preset, use this

to specify a start date. When you enter a Start date,
the Date Range Presets filter changes to Custom.

l End: Instead of using a Date Range preset, use this

to specify an end date. When you enter an End date,
the Date Range Presets filter changes to Custom.

Example:
If you set the date to Start on September 1
and End on October 1, only the platform data
within the September 1 - October 1 time
period is shown.

l AUDIENCE: Predefined group of users. Enter the name of

an audience and then select it from the list. You can display
the data for multiple audiences at the same time by enter-
ing more than one audience name.

2.
Summary table

Copyright © Skillsoft Ireland Limited - All rights reserved. 474

 The Summary table provides a complete overview of all the activ-
ity in Percipio across the different types of content.

l Total Views: The number of unique learner visits in Per-

cipio (for example, if a learner accesses a page on Tues-
day, then again on Thursday, that counts for 2 unique
visits).

l Hours: The total number of hours spent on content includ-

ing courses, books, book summaries, audiobooks, and
audio summaries, (videos are tracked as part of courses,
not separately).

l Learners: The number of distinct learners accessing the

asset types.

l Unique Titles: The total number of distinct assets (titles)

accessed by learners.

l Completions: The total number of completions for all

asset types.

3.
Courses table

The Courses table provides an overview of course-related activ-

ity in Percipio. Activity for courses reflects the time spent in
videos and assessments.

Copyright © Skillsoft Ireland Limited - All rights reserved. 475

 l Total Views: The number of unique video views in Per-
cipio courses. All videos are inside of courses. If a learner
launches a video, the dashboard shows that activity in the
Videos table, and that rolls up into the Courses table. Time
is not double-counted based on different kinds of activity.

l Hours: The total number of hours spent on videos only. If a

learner accesses a course assessment but does not
launch a video, activity is reflected for the number of
learners, but not for hours.

l Learners: The number of distinct learners who have

launched a video in a course, or launched a course assess-
ment.

l Unique Titles: Number of unique courses that have had a

video or assessment launched.

l Completions: The total number of course completions

across Percipio.

4.
Content type tables

Copyright © Skillsoft Ireland Limited - All rights reserved. 476

 These tables include activity for specific content types: videos,
books, book summaries, audiobooks, audio summaries, linked
content, and scheduled content. Linked content includes labs
and TestPreps along with custom content linked items. Sched-
uled content includes all live course (ILT) items you configured.
(Other activities in Percipio that are described as practice, such
as within the Leadership Development Program area, are not
included here.)

l Total Views: The number of unique asset-specific views.

l Hours: The total number of hours spent engaging with the

specific asset type, except for linked custom content items

Copyright © Skillsoft Ireland Limited - All rights reserved. 477

 that are not track-able. Also, all videos are inside of
courses. If a learner launches a video, the dashboard
shows that activity in the Videos table, and that rolls up into
the Courses table.

l Learners: The number of distinct learners who have

launched the specified content type.

l Unique Titles: The number of the specific asset type

accessed by learners.

l Completions: The number of asset-type completions by

learners.

Assignments Dashboard
The Assignments dashboard provides insight into your assignments (including
your learner engagement and associated business objectives) across your Per-
cipio site.

Copyright © Skillsoft Ireland Limited - All rights reserved. 478

1.
Filters

You can filter data on this dashboard by date range and audi-
ence.

Copyright © Skillsoft Ireland Limited - All rights reserved. 479

 l Date Range Presets: Filters the data by a specified range
of dates from the drop-down list.

l AUDIENCE: Predefined group of users. Enter the name of

an audience and then select it from the list. You can display
the data for multiple audiences at the same time by enter-
ing more than one audience name.

2.
Assignment Progress charts

Assignment progress is based on the total number of assign-

ments that are assigned within the selected date range. This
does not include canceled assignments.

l Assignment Summary: A summary of all assigned learn-

ing in your organization. The chart displays what assigned
content has been completed, started, not started, and can-
celed.

l Assignment Progress: The progress of top 10 assign-

ments as determined by the number of learners assigned.
The chart displays the assignment names, the number of
learners assigned a particular assignment, who assigned
it, the percentage of learners that have completed it, and
the percent of learners that are overdue. If you select the
hyperlinked assignment title you see the Assignment detail
report for that assignment with the same filters selected as
on this page.

l Assignment Summary Report: Select this link to view the

summary information for all assignments.

3.
Business Alignment charts

Copyright © Skillsoft Ireland Limited - All rights reserved. 480

 The Business Alignment charts provide insight into how
assigned learning is tracking against strategic business object-
ives within your organization. No canceled assignments are
included in the data.

l Assignments: The number of assignments associated

with each business objective. Business objectives are
selected when you create a new assignment.

l Assignment Aligned Learners: The number of individual

users that have an assignment associated with each busi-
ness objective.

l Assignment Aligned Hours: The number of hours

learners have spent in assignments associated with each
business objective.

l Assigned Aligned Completions: The total number of

assignment completions associated with each business
objective.

Copyright © Skillsoft Ireland Limited - All rights reserved. 481

Dashboards
Dashboards provide metrics related to user activity within Percipio and the
status of key operational functions.

l Overview: The Overview dashboard displays several metrics on how

learners interact with the Percipio platform.

l Activity: The Activity dashboardprovides key metrics on how utilization

progresses for each type of learning modality. You can filter this dash-
board by date range and audience to assist in understanding learning
trends.

l Program Value: The Program Value dashboard provides insight into

your eLearning program. The highly visual metrics, along with the
detailed reports, deliver important information that you can use to under-
stand and manage your organization's learning hours and estimated pro-
gram value.

l Assignments: The Assignments dashboard provides insight into the

assignments (including your learner engagement and associated busi-
ness objectives) across your Percipio site.

l Skill Benchmarks: The Skill Benchmarks dashboard shows a visual

summary of your organization's proficiency for different skills.

l Skills Discovery: The Skills Discovery dashboard gives you valuable

insight into how your learners are exploring content on Percipio. The sec-
tions of the dashboard show what learners are searching for and the skills
they are choosing during their onboarding.

l Skills Activity:The Skills Activity dashboard provides insight into how

skills are being developed within your organization and answers the fol-
lowing questions: Which skills are being learned by your employees?
Which employees are most engaged in learning specific skills? Which
titles are most often being used to learn specific skills?

Copyright © Skillsoft Ireland Limited - All rights reserved. 482

 l Executive: The Executive dashboard is a framework for showing value
and providing insights about learning success. It is designed to show how
your people are moving from adoption through to achievement.

l Career Journey: The Career Journey dashboard provides valuable

insight into how your users are using Career Journeys.

Overview Dashboard
The Overview dashboard displays several metrics about how your learners are
interacting with the Percipio platform.

Copyright © Skillsoft Ireland Limited - All rights reserved. 483

1.
Filters

You can filter data on this dashboard by date and audience.

l Date filters: Use these to specify the data on your Activity

dashboard.

l Date Range Presets: Filters the data by a specified

range of dates from the drop-down list.

l Start: Instead of using a Date Range preset, use this

to specify a start date. When you enter a Start date,
the Date Range Presets filter changes to Custom.

l End: Instead of using a Date Range preset, use this

to specify an end date. When you enter an End date,
the Date Range Presets filter changes to Custom.

Example:
If you set the date to Start on September 1
and End on October 1, only the platform data
within the September 1 - October 1 time
period is shown.

l AUDIENCE: Predefined group of users. Enter the name of

an audience and then select it from the list. You can display
the data for multiple audiences at the same time by enter-
ing more than one audience name.

2.
Platform engagement chart

Copyright © Skillsoft Ireland Limited - All rights reserved. 484

 Platform engagement shows several charts related to overall
usage in Percipio. When you select one of the individual metric
charts, the larger graphic updates to reflect the selected data.

l Page views: Total number of platform page views for all

users during the selected time frame. A page view is coun-
ted each time a user accesses a page within Percipio
(whether it be through navigating through Percipio or using
search).

l Examples of a page include a search results page,

the Activity page, and the home page.

l Users: Total number of unique users accessing the plat-

form during the selected time frame. Each user is counted
only once, regardless of how many times they accessed
the site.

l For example, if a learner signs in to Percipio four

times within the specified date range, only one visit
for this learner is included in this calculation.

l Session hours: Total time users spent engaged with the

platform during the selected time frame.

Copyright © Skillsoft Ireland Limited - All rights reserved. 485

 l Total sessions: Total number of sessions during the selec-
ted time frame. This is not user-specific.

l For example, if a learner signs into Percipio four

times within the specified date range, all four ses-
sions are included in this calculation.

l You can configure how long a learner can stay

logged into a session from the Settings, Site Con-
figuration option.

l Pages per session: Average number of platform page

views per user during a single session during the selected
time frame.

l For example, if a learner signs in to Percipio three

times during the specified time frame, and visited six
pages during the first session, four pages during the
second session, and eight pages during the third ses-
sion, the average number of platform page views
would be six (6 page views + 4 page views + 8 pages
views = 18 page views. When those 18 page views
are divided by the total number of sessions for the
user – in this case, 3 – the average number is six.

To save or download this chart, see Working with the Overview

dashboard charts.

3.
Content entry points chart

Copyright © Skillsoft Ireland Limited - All rights reserved. 486

 This chart displays the frequency in which learners viewed each
of these content access points within Percipio.

l Activity list: Total number of time users accessed their

Activity page.

l Assignment: Total number of times users accessed the

assignment.

l Library browse: Total number of times users accessed

browsing the library.

l Personal playlist: Total number of times users accessed

the Personal playlist.

l Search: Total number of times users accessed search.

To save or download this chart, see Working with the Overview

dashboard charts.

4.
New vs. returning users chart

Copyright © Skillsoft Ireland Limited - All rights reserved. 487

 This chart displays the percentage of new versus returning
users. A new user is one who logged in for the first time within
the specified date range. A returning user is one who logged in
prior to the specified date range AND viewed at least one page
within the specified date range.

To save or download this chart, see Working with the Overview

dashboard charts.

Working with the Overview dashboard charts

Save a chart

All charts on the Overview dashboard have a Save chart option, which saves
the chart as a .PNG file for use in other documents (such as a slide present-
ation).

For most browsers

1. Click Save Chart.

2. Select Save File.

3. Click OK.

Copyright © Skillsoft Ireland Limited - All rights reserved. 488

For Internet Explorer browsers

1. Right-click the chart image.

2. Select Save picture as.

3. Enter a file name.

4. In the Save as type drop down menu, select PNG (*png).

5. Click Save.

Download a chart's CSV file

You can download a CSV file with the selected chart metrics and use it to
import the data into other business systems or documents.

1. Click Download CSV.

2. Follow your browser's prompts to save the file.

Program Value Dashboard

The Program Value dashboard provides insight into your eLearning program.
The highly visual metrics, along with the detailed reports, deliver important
information that you can use to understand and manage your organization's
learning hours and estimated program value.

Copyright © Skillsoft Ireland Limited - All rights reserved. 489

1.

Filters

You can filter data on this dashboard by date range and audi-
ence.

l Date Range Presets: Filters the data by a specified range

of dates from the drop-down list.

l AUDIENCE: Predefined group of users. Enter the name of

an audience and then select it from the list. You can display

Copyright © Skillsoft Ireland Limited - All rights reserved. 490

 the data for multiple audiences at the same time by enter-
ing more than one audience name.

2.

Learning Hours chart

Learning hours are based on the actual time learners spend in

instructional content. The Learning Hours chart is a view into the
total learning hours for your organization. This important metric
includes time the learner spent within any of the instructional con-
tent (including courses, books, book summaries, audiobooks,
audio summaries, labs, TestPreps, tests, live courses (sched-
uled content), and videos).

3.
Estimated Program Value chart

Copyright © Skillsoft Ireland Limited - All rights reserved. 491

 The Estimated Program Value charts help you gain insight into
the ongoing value to your organization accrued through the use
of Skillsoft content solutions. The program estimates calculated
in Percipio provide financial metrics on how learning impacts
your organization in terms of the value of improved skills and of
productive time saved. These estimates are standardized and
are based in part on financial information provided by your organ-
ization and your contract value (not including the Compliance
component of your contract).

See Estimated Program Value Charts for detailed information

about each of these charts, and about how estimates and adjust-
ments are calculated.

Note: Compliance contract values are not included

in the contract values being passed to Percipio for
these dashboard calculations.

Estimated Program Value Charts

The Estimated Program Value charts help you gain insight into the ongoing
value to your organization accrued through the use of Skillsoft content solu-
tions. The program estimates calculated in Percipio provide financial metrics on
how learning impacts your organization in terms of the value of improved skills
and of productive time saved. These estimates are standardized and are based
in part on financial information provided by your organization and your contract
value (not including the Compliance component of your contract).

Copyright © Skillsoft Ireland Limited - All rights reserved. 492

Value of Skill Gain chart

The Value of Skill Gain chart helps your organization gain insight into
the increased value each employee is delivering from stronger skills
obtained through eLearning. The increases in skill gain can add value
in multiple ways, such as increased engagement, reduced voluntary
turnover, helping the employee deliver results more consistently, and
preparing the employee for more advanced work.

Value of Skill Gain calculation

This calculation is derived using the following formula:

When the selected date range is for one month:

(# users who accessed the content in a selected month) *
(annual salary) * (% of tasks requiring skill) * (% skill gain)

Copyright © Skillsoft Ireland Limited - All rights reserved. 493

 ÷ 12 (the number of months in a year) = Monthly estim-
ate of skill gain per user.

When the selected date range is for multiple

months:
1. Take the monthly estimate of skill gain per user cal-
culation for the first month, and add it to the second
month's estimate of skill gain per user calculation.
2. Add that total to the third month's estimate of skill gain
per user calculation.
3. Continue adding each month into the last until you've
added all monthly estimates of skill gain per user totals
together to see your final Value of Skill Gain estimate.

The values applied to model the Value of Skill Gain in Percipio are
derived from Skillsoft's Impact Benchmarks, salary information
provided by your organization, and an industry standard adjustment
for self-reporting bias.

l % of tasks requiring skill = 25%

Skillsoft's Impact Benchmark for % of tasks requiring skill (rel-

evance) is 50 - 56%. In Percipio, the low end of the range (50%)
is reduced to 25% to deliver a conservative estimate. Relevance
is used to isolate the impact to that portion of the job to which the
improved skills apply to monetize impact for only the portion of
the job role the content is affecting.

l % skill gain = 8%

Skillsoft's Impact Benchmark for % of skill gain is 15-17%, vary-

ing by business sector. Percipio uses the midpoint of 8% to

Copyright © Skillsoft Ireland Limited - All rights reserved. 494

 conservatively estimate the improvement level occurring across
your user population.

l Annual salary = variable

This model uses the average annual salary listed on your

SETTINGS > Site Configuration page in Percipio Admin. The
default value is $50,000 USD.

How is Skill Gain determined?

In this example, we have a Skill Gain of $63,750 over a

selected date range of Jan 2019 - April 2019:

To calculate this number:

1. Determine how many users accessed content in

the first month of your filtered data. (This number is
available via the Learner Activity report.)

Copyright © Skillsoft Ireland Limited - All rights reserved. 495

 In this example: In January of 2019, 135 users
accessed content.

2. Multiply the number of users accessing the content

by the average annual salary.

In this example: The average annual salary is set to

$50,000.

135 * 50,000 = $6,750,000

3. Multiply that total by 25% (the % of tasks requiring

skill).

In this example: 6,750,000 * .25 = $1,687,500

4. Multiply that total by 8% (the % skill gain).

In this example: $1,687,500 * .08 = $135,000

5. Divide this total by 12 (the number of months in a

year).

In this example: $135,000 / 12 = $11,250

You're left with you monthly Skill Gain value for January
of $11,250.

Copyright © Skillsoft Ireland Limited - All rights reserved. 496

 Next, repeat that formula for February, and add it to the
January Skill Gain total. In this example, in February
2019:

240 users accessed content * the average annual salary

that was set to $50,000 = $12,000,000.

$12,000,000 * 25% (the % of tasks requiring skill) =

$3,000,000

$3,000,000 * 8% (the % skill gain) = $240,000

$240,000 / 12 (the number of months in a year) =

$20,000

Now that you have February's total, add it to January's

total to get your cumulative total Skill Gain for both
months:

$20,000 + $11,250 = $31,250

Copyright © Skillsoft Ireland Limited - All rights reserved. 497

 The cumulative total displays on your chart at the Febru-
ary point:

Repeat this formula for all months in your chart, adding

each total to the next month, to see your total Skill Gain
number for your selected date range. In the example
above, the total Skill Gain number for the selected date
range (Jan - Apr) is $63,750.

Impact to Salary Hours chart

The Impact to Salary Hours chart provides insight into the value of pro-
tecting productive work time across your organization by increasing
the efficiency of training delivery through eLearning. The model is
based on a globally accepted industry standard that instructor-led deliv-
ery takes twice as much time to deliver the same content as
eLearning1.

Copyright © Skillsoft Ireland Limited - All rights reserved. 498

 Example: Four hours of instructor-led content is
delivered via elearning in 2 hours. The time savings result
is 2 hours of productive time. If the employee earns $100
per hour, the value of the time saved is $200 in pro-
ductive work time, now available to the employee.

Impact to Salary calculation

This calculation is derived using the following formula:

(# total hours of eLearning recorded in Percipio) * (aver-

age hourly salary**) = Value of training time using
eLearning
(Value of training time using eLearning) * 2 = Cost of
equivalent Instructor-Led training
(Cost of equivalent Instructor-Led training) - (Value of
training time using eLearning) = Impact to Salary Hours
estimate

**average hourly salary is roughly calculated as (40 hours/week * 50

weeks/year) / annual salary specified in Settings

Copyright © Skillsoft Ireland Limited - All rights reserved. 499

 The values applied to model Impact to Salary Hours in Percipio are
derived from industry standard comparisons of instructor-led and
eLearning delivery times and annual salary information.

l # total hour of eLearning recorded in Percipio: For the time

frame given, the total number of hours of eLearning consumed
and recorded in Percipio. Estimated Duration as reflected in the
description of how each content asset consumed, is used to cal-
culate this figure.

Total Benefit chart

The Total Benefits chart helps you gain insight into the combined value
of improving skills and protecting productive work time by increasing
the speed of training delivery using eLearning.

Total Benefits calculation

This calculation is derived using the following formula:

(Value of Skill Gain estimate) + (Impact to Salary Hours

estimate) = Total Benefits estimate

The values applied to model Total Benefit in Percipio are derived from
adding the Value of Skill Gain and Impact to Salary Hours estim-
ates.

Copyright © Skillsoft Ireland Limited - All rights reserved. 500

Benefit-to-Ratio chart

The Benefit-to-Cost Ratio estimate helps you weigh program benefits

against program costs for the purpose of gauging overall impact and
success of your organization's eLearning investment. The Benefit-to-
Cost estimate suggests a monetized return value for every $1 USD
invested.

Benefit-to-Cost Ratio calculation

This calculation is derived using the following model:

(Total Benefits estimate) ÷ (Skillsoft investment) = Bene-

fit-to-Cost Ratio

The values applied to model Benefit-to-Cost Ratio in Percipio are

derived from dividing Total Benefit estimate for the time period spe-
cified by your Skillsoft investment (contract value) prorated for the time
period specified in your filters.

About estimates

Estimating the credible impact of a training program can be difficult. Just as the
impact of an advertising program can never be known precisely, calculating the
true value of learning is equally as complicated. However, reasonable estim-
ates are a generally accepted technique for measuring learning impact as well
as for decision-making in other parts of your organization. Sales forecasts,

Copyright © Skillsoft Ireland Limited - All rights reserved. 501

growth estimates and similar analysis are used daily to make choices about
how dollars should be spent. Similarly, the estimates included in Percipio's
Value Dashboard are not intended to provide an exact impact figure; they are
designed to produce reasonable analysis based on conservative assumptions
derived from Skillsoft's value benchmarks and your organization's adoption
data.

Standard adjustment: 50%

Skillsoft's current Impact Benchmarks are derived from self-reported data col-
lected from more than 30,000 actual end users of Skillsoft content in 2014-
2015. The goal of Percipio's Value Dashboards is to deliver a credible mon-
etized estimate of value without overstating the effect. Since your users have
not provided the relevance and skill gain estimates as they would through a
formal impact analysis, the benchmarks in Percipio's Value Dashboard are
adjusted by 50% to ensure no over-estimation of value.
1

Skillsoft cites Karl M. Kapp's compilation of studies to support this 2x factor.

Activity Dashboard
The Activity dashboard provides key metrics on how utilization progresses for
each type of learning modality. You can filter this dashboard by date range and
audience to assist in understanding learning trends. Each content type (such
as courses and books) has its own table to show you more detailed data.

Note: How a learner accesses an asset impacts the data presen-

ted in this dashboard.

Copyright © Skillsoft Ireland Limited - All rights reserved. 502

1.
Filters

You can filter data on this dashboard by date and audience.

l Date filters: Use these to specify the data on your Activity

dashboard.

Copyright © Skillsoft Ireland Limited - All rights reserved. 503

 l Date Range Presets: Filters the data by a specified
range of dates from the drop-down list.

l Start: Instead of using a Date Range preset, use this

to specify a start date. When you enter a Start date,
the Date Range Presets filter changes to Custom.

l End: Instead of using a Date Range preset, use this

to specify an end date. When you enter an End date,
the Date Range Presets filter changes to Custom.

Example:
If you set the date to Start on September 1
and End on October 1, only the platform data
within the September 1 - October 1 time
period is shown.

l AUDIENCE: Predefined group of users. Enter the name of

an audience and then select it from the list. You can display
the data for multiple audiences at the same time by enter-
ing more than one audience name.

2.
Summary table

Copyright © Skillsoft Ireland Limited - All rights reserved. 504

 The Summary table provides a complete overview of all the activ-
ity in Percipio across the different types of content.

l Total Views: The number of unique learner visits in Per-

cipio (for example, if a learner accesses a page on Tues-
day, then again on Thursday, that counts for 2 unique
visits).

l Hours: The total number of hours spent on content includ-

ing courses, books, book summaries, audiobooks, and
audio summaries, (videos are tracked as part of courses,
not separately).

l Learners: The number of distinct learners accessing the

asset types.

l Unique Titles: The total number of distinct assets (titles)

accessed by learners.

l Completions: The total number of completions for all

asset types.

3.
Courses table

The Courses table provides an overview of course-related activ-

ity in Percipio. Activity for courses reflects the time spent in
videos and assessments.

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 l Total Views: The number of unique video views in Per-
cipio courses. All videos are inside of courses. If a learner
launches a video, the dashboard shows that activity in the
Videos table, and that rolls up into the Courses table. Time
is not double-counted based on different kinds of activity.

l Hours: The total number of hours spent on videos only. If a

learner accesses a course assessment but does not
launch a video, activity is reflected for the number of
learners, but not for hours.

l Learners: The number of distinct learners who have

launched a video in a course, or launched a course assess-
ment.

l Unique Titles: Number of unique courses that have had a

video or assessment launched.

l Completions: The total number of course completions

across Percipio.

4.
Content type tables

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 These tables include activity for specific content types: videos,
books, book summaries, audiobooks, audio summaries, linked
content, and scheduled content. Linked content includes labs
and TestPreps along with custom content linked items. Sched-
uled content includes all live course (ILT) items you configured.
(Other activities in Percipio that are described as practice, such
as within the Leadership Development Program area, are not
included here.)

l Total Views: The number of unique asset-specific views.

l Hours: The total number of hours spent engaging with the

specific asset type, except for linked custom content items

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 that are not track-able. Also, all videos are inside of
courses. If a learner launches a video, the dashboard
shows that activity in the Videos table, and that rolls up into
the Courses table.

l Learners: The number of distinct learners who have

launched the specified content type.

l Unique Titles: The number of the specific asset type

accessed by learners.

l Completions: The number of asset-type completions by

learners.

Assignments Dashboard
The Assignments dashboard provides insight into your assignments (including
your learner engagement and associated business objectives) across your Per-
cipio site.

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1.
Filters

You can filter data on this dashboard by date range and audi-
ence.

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 l Date Range Presets: Filters the data by a specified range
of dates from the drop-down list.

l AUDIENCE: Predefined group of users. Enter the name of

an audience and then select it from the list. You can display
the data for multiple audiences at the same time by enter-
ing more than one audience name.

2.
Assignment Progress charts

Assignment progress is based on the total number of assign-

ments that are assigned within the selected date range. This
does not include canceled assignments.

l Assignment Summary: A summary of all assigned learn-

ing in your organization. The chart displays what assigned
content has been completed, started, not started, and can-
celed.

l Assignment Progress: The progress of top 10 assign-

ments as determined by the number of learners assigned.
The chart displays the assignment names, the number of
learners assigned a particular assignment, who assigned
it, the percentage of learners that have completed it, and
the percent of learners that are overdue. If you select the
hyperlinked assignment title you see the Assignment detail
report for that assignment with the same filters selected as
on this page.

l Assignment Summary Report: Select this link to view the

summary information for all assignments.

3.
Business Alignment charts

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 The Business Alignment charts provide insight into how
assigned learning is tracking against strategic business object-
ives within your organization. No canceled assignments are
included in the data.

l Assignments: The number of assignments associated

with each business objective. Business objectives are
selected when you create a new assignment.

l Assignment Aligned Learners: The number of individual

users that have an assignment associated with each busi-
ness objective.

l Assignment Aligned Hours: The number of hours

learners have spent in assignments associated with each
business objective.

l Assigned Aligned Completions: The total number of

assignment completions associated with each business
objective.

Reports
Reports provide several views of operational data that help you analyze activity
within Percipio. For any of the reports, you can either view the data online or
download it to a CSV file that you can open with a business system such as
Microsoft Excel. You can also share reports with users who have Percipio user
accounts.

From the Analytics menu, you can:

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 l Access the most common reports

l View all reports: From this view you can:

l Create a new report template

l Edit a custom template

l Delete a custom template

l Schedule a report

l View downloaded reports: From this view you can:

l Share reports

l Remove the downloaded report

Note: Dates in report CSV files are in ISO 8601 format.

Learner Activity Report

The Learner Activity report provides metrics on learner engagement with con-
tent and Digital Badges earned. You can filter data by date range, audience,
individual user, or asset type. This report shows all learner activity for your
organization, and you can view up to 50 actions per page.

Specify filters, then select Update Table to view the report data in the current
window, or select Start CSV Download to generate a CSV file. If you chose
Start CSV Download, a message displays with a link to the Reports download
tab. Select the link to view the CSV download progress and/or open the
CSV file.

Notes:
The Learner Activity report CSV file includes a Content UUID (uni-
versal unique identifier) column.

When the Learner Activity report initially opens, to save load

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 times, only the first 500 rows of data populate, so the bottom
"rows per page" numbers display as "1 - 50 of 500." When you
load the next page of results, the total number of rows for the
entirety of the report loads and displays at the bottom (for
example, "51 of 64660"). All rows in the report, depending on the
filters you set, download into the CSV file provided the total num-
ber of rows is not greater than 500,000.

If the report contains more than 500,000 rows, the CSV download
will limit the download to 500,000 rows. Use the filters to adjust
the amount of data shown.

Filters

l Date filters: The Date filters apply to the DURATION, FIRST ACCESS,
LAST ACCESS, and TOTAL ACCESSES columns.

l Date Range Presets: A drop-down list of date ranges that filters

the data to the selected range. Select Custom to enter specific
dates.

l Start: Instead of using a Date Range preset, use this to specify a

start date. When you enter a Start date, the Date Range Presets fil-
ter changes to Custom.

l End: Instead of using a Date Range preset, use this to specify an

end date. When you enter an End date, the Date Range Presets fil-
ter changes to Custom.

Example

A user accesses a course on September 1

and September 15. They accesses it again on

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 October 1, when they complete the course.
They access it once more on October 15 to
review it.

The activity for this user, with Start set as

September 1 and End set as October 15,
would look like this:

FIRST ACCESS: September 1

LAST ACCESS: October 15
TOTAL ACCESSES: 4
COMPLETED DATE: October 1
STATUS: Completed

l AUDIENCE: Predefined group of users. Enter the name of an audience

and then select it from the list. You can display the data for multiple audi-
ences at the same time by entering more than one audience name.

l User: Individual with a Percipio user account. Enter a user's name to filter
the report to include that user. You can display data for up to 10 users at
the same time by typing in more than one user name.

l Asset Type: Default asset type selections include Audiobook, Audio

Summary, Book, Book Summary, Course, Scheduled content (for
example live course), Assessment (for Skill Benchmarks) and Linked
Content. To include additional content types, click the Asset Type filter
field for a drop-down list. To remove a filter, click the to the right of the

content type.

l Language: Select only one option from the drop-down list. All Lan-
guages is set by default.

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Columns

Note: Each user number-related column is specific to the filtered

date range (for example, the FIRST ACCESS date is the first time
the user accessed the content within the specified date range,
and not necessarily the first time content was accessed.)

The following columns are available in the Learner Activity report:

l USER ID: The value entered in the User ID attribute. It is used to identify
a user inside Percipio.

l FIRST NAME: The value entered in the First name user attribute. Usually
the user's first name.

l LAST NAME: The value entered in the Last name user attribute. Usually
the user's last name.

l AUDIENCE: The audience(s) in which users are a member.

l CONTENT UUID: This is an internal Percipio code used with third-party

learner management systems.

l CONTENT ID: Unique identifier for Skillsoft courses and videos.

l CONTENT TITLE: The title of the asset.

l ASSET TYPE: The type of asset. Asset types may include courses,
videos, books, audiobooks, audio summaries, book summaries, sched-
uled content, assessment, and linked content. When you see the asset
type, linked content, it could be associated with any of following Skillsoft
items: test preps, labs, bootcamps, live events, partner content, and any
custom content items you added. When you see the asset type, sched-
uled content, it could be associated with any of following Skillsoft items:
live courses, bootcamps or leadercamps. View the report online to see
the list of asset types available for that report. When you see the asset
type, assessment, it is associated with Skill Benchmarks.

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l LANGUAGE: The language of the asset. Available languages and their
codes are listed here.

l RECURRENCE: The number of times a learner returned and accessed

Skill Benchmark assessments or Skillsoft courses.

l TECHNOLOGY TITLE: The title of the content technology (such as Mac,

Linux, etc.).

l TECHNOLOGY VERSION: The version of the content technology (such

as Excel 2018, Windows 10, etc.).

l CATEGORY: The label of a linked content item.

l SOURCE: The source of a linked content item.

l STATUS: The status of the content. The status is not impacted by the
Date filters. For all content items you could see Started or Completed.

l COMPLETED DATE: The date the user completed the content. This date
is not impacted by the Date Range Presets filter. For scheduled content
this could be the date of the class or the date the admin entered the com-
pletion and scores.

l BADGE EARNED: The date the user earned the content's Digital Badge.
This date does not change and is not affected by the date range filters.
You may encounter situations where the First Access date shows a date
later than the Badge Earned date. This happens when a learner accesses
content again after they earn a badge AND you run the report for a date
range that does not include the original date the content was accessed.
Percipio populates the First Accessed date using the first date the content
was accessed within the date range you specified.

l DURATION: The amount of time the user has spent engaged with the
content. If the item is a Skillsoft course, the total includes time spent
watching videos, working on knowledge checks, and taking tests.Time is
listed in (00h00m00s) format. On the CSV download, the value in this

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 column is shown in total seconds. The CSV download contains a second
column called Duration (HMS) that shows duration in the 00h00m00s
format. The duration only includes the time the learner spent watching the
videos in the course. It does not include any time the learner spends on
the test. If you see learners with a completed status and with 0 duration,
the learner only took the test and did not watch any of the content.

l ESTIMATED DURATION (HHMMSS): Total estimated amount of time it

takes a learner to complete the specified content. Time is listed in
(00h00m00s) format. On the CSV download, the value in this column is
shown in total seconds. The CSV download contains a second column
called Estimated Duration (HMS) that shows duration in the 00h00m00s
format.

l FIRST ACCESS DATE: The first date within the filtered date range that
the learner accessed the content. If the learner accessed the content on
multiple occasions, this date may change based on the date range filters
you specify.

l LAST ACCESS DATE: The last date within the filtered date range that
the user accessed the content.

l TOTAL ACCESSES: The total number of times within the filtered date
range that content was accessed. For example, if a learner launches the
same course 3 times within the specified date range, the total accesses is
3.

l FIRST SCORE: The first score recorded for the content.

l HIGH SCORE: The high score recorded for the content.

l LAST SCORE: The last score recorded for the content.

l COURSE ASSESSMENT ATTEMPTS: The number of times the user

attempted the assessment.

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 l % OF VIDEO OR BOOK: The percent of the video or book that the user
has watched or read. This includes audiobooks.

l EMAIL ADDRESS: The value entered in the Email address user attrib-
ute; the user's email address.

l User Attributes (varies): These fields are defined by (and are unique to)
your organization. For more information, see User Attributes. If you are
using an attribute type of Percipio User, the value in the field can be either
first and last name, email address, login ID, or external user ID. The value
that appears depends on what has been specified for the individual user.

Assignment Detail by User Report

The Assignment Detail by User report details what content has been assigned
to learners. You can filter data by date range, audience, individual user, or
assignment title. This report does not show canceled assignments.

Specify filters, then select Update Table to view the report data in the current
window, or select Start CSV Download to generate a CSV file. If you chose
Start CSV Download, a message displays with a link to the Reports download
tab. Select the link to view the CSV download progress and/or open the
CSV file.

Filters

l Date filters: The Date filters apply to the ASSIGNED DATE column.

l Date Range Presets: A drop-down list of date ranges that filters

the data to the selected range. Select Custom to enter specific
dates.

l Start: Instead of using a Date Range preset, use this to specify a

start date. When you enter a Start date, the Date Range Presets fil-
ter changes to Custom.

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 l End: Instead of using a Date Range preset, use this to specify an
end date. When you enter an End date, the Date Range Presets fil-
ter changes to Custom.

Example

If you set the date to START on September 1

and END on October 1, only the assignments
that were assigned within the September 1 -
October 1 time period display.

l AUDIENCE: Predefined group of users. Enter the name of an audience

and then select it from the list. You can display the data for multiple audi-
ences at the same time by entering more than one audience name.

l User: Individual with a Percipio user account. Enter a user's name to filter
the report to include that user.

l Assignment Title: The title of an assignment.

Columns

The following columns are available in the Assignment Detail by User report:

l USER ID: The value entered in the User ID attribute. It is used to identify
a user inside Percipio.

l FIRST NAME: The value entered in the First name user attribute. Usually
the user's first name.

l LAST NAME: The value entered in the Last name user attribute. Usually
the user's last name.

l EMAIL ADDRESS: The value entered in the Email address user attrib-
ute; the user's email address.

l ASSIGNMENT TITLE: The assignment's title.

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l DUE DATE: The date the assignment is (or was) due.

l ASSIGNMENT STATUS: The status of the assignment (Started, Not Star-

ted, Complete, Archived).

l ASSIGNMENT COMPLETED DATE: The date the assignment was com-

pleted by the user.

l ASSET TYPE: The type of asset. Asset types may include courses,
videos, books, audiobooks, audio summaries, book summaries, sched-
uled content, assessment, and linked content. When you see the asset
type, linked content, it could be associated with any of following Skillsoft
items: test preps, labs, bootcamps, live events, partner content, and any
custom content items you added. When you see the asset type, sched-
uled content, it could be associated with any of following Skillsoft items:
live courses, bootcamps or leadercamps. View the report online to see
the list of asset types available for that report. When you see the asset
type, assessment, it is associated with Skill Benchmarks.

l LANGUAGE: The language of the asset. Available languages and their

codes are listed here.

l CONTENT UUID: A unique identifier for a specific content asset. Content

UUIDs are mapped to activity codes in SumTotal Learn and are also used
with third-party learner management systems.

l CONTENT ID: Unique identifier for Skillsoft courses and videos.

l CONTENT TITLE: The title of the asset.

l STATUS: The status of the content. The status is not impacted by the
Date filters. For all content items you could see Started or Completed. For
live courses, you may also see the following values in the Status column:
Registered, Approval pending, Canceled, Denied, and Wait listed. When
learners restart a course, you see either Restarted or Completed.

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l COMPLETED DATE: The date the user completed the content. This date
is not impacted by the Date Range Presets filter.

l ASSIGNED DATE: The date when the assignment was assigned to the
user.

l ASSIGNED BY USER ID: The User ID of the user who assigned the con-
tent.

l ASSIGNED BY FIRST NAME: The first name of the user who assigned
the content.

l ASSIGNED BY LAST NAME: The last name of the user who assigned
the content.

l BUSINESS OBJECTIVE: The business objective that is linked to the

assignment. For a complete listing of available business objectives, see
Create a New Assignment.

l USER STATUS: The user's status within the system. Values include Act-
ive or Inactive.

l OVERDUE: A No value indicates that the user did complete the assign-
ment. When an assignment status is incomplete, a Yes value indicates
the user did not complete the assignment by the specified due date.

l HIGH SCORE: The high score recorded for the content.

l DURATION: The amount of time the user has spent engaged with the
content. If the item is a Skillsoft course, the total includes time spent
watching videos, working on knowledge checks, and taking tests.Time is
listed in (00h00m00s) format.

l User Attributes (varies): These fields are defined by (and are unique to)
your organization. For more information, see User Attributes. If you are
using an attribute type of Percipio User, the value in the field can be either
first and last name, email address, login ID, or external user ID. The value
that appears depends on what has been specified for the individual user.

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Assignment Summary Report
The Assignment Summary report provides summary information on assign-
ments that are in draft, in progress, or archived. Canceled assignments do not
display in this report.

Specify filters, then select Update Table to view the report data in the current
window, or select Start CSV Download to generate a CSV file. If you chose
Start CSV Download, a message displays with a link to the Reports download
tab. Select the link to view the CSV download progress and/or open the
CSV file.

Filters

l Date filters: The Date filters apply to the

ASSIGNMENT CREATED DATE column.

l Date Range Presets: A drop-down list of date ranges that filters

the data to the selected range. Select Custom to enter specific
dates.

l Start: Instead of using a Date Range preset, use this to specify a

start date. When you enter a Start date, the Date Range Presets fil-
ter changes to Custom.

l End: Instead of using a Date Range preset, use this to specify an

end date. When you enter an End date, the Date Range Presets fil-
ter changes to Custom.

Example

If you set the date to START on September 1

and END on October 1, only the assignments
that were assigned within the September 1 -
October 1 time period display.

Copyright © Skillsoft Ireland Limited - All rights reserved. 522

 l Assignment Status: Select an assignment status from the drop-down
list.

l Assignment Title: The title of an assignment.

Columns

The following columns are available in the Assignment Summary report:

l ASSIGNMENT TITLE: The assignment's title.

l ASSIGNED BY: The assigner's name and User ID.

l LEARNERS ASSIGNED: The number of users who have the assign-

ment.

l % COMPLETED: The percentage of assigned users who have com-

pleted the assignment.

l STATUS: The status of the content. The status is not impacted by the
Date filters. For all content items you could see Started or Completed. For
live courses, you may also see the following values in the Status column:
Registered, Approval pending, Canceled, Denied, and Wait listed. When
learners restart a course, you see either Restarted or Completed.

l ASSIGNMENT CREATED DATE: The date when the assignment was

created.

Assignment Summary by User Report

The Assignment Summary by User report details the completion status for
each user within each assignment. This report displays one line per user, per
assignment. This report does not show canceled assignments.

Specify filters, then select Update Table to view the report data in the current
window, or select Start CSV Download to generate a CSV file. If you chose
Start CSV Download, a message displays with a link to the Reports download
tab. Select the link to view the CSV download progress and/or open the
CSV file.

Copyright © Skillsoft Ireland Limited - All rights reserved. 523

Filters

l Date filters: The Date filters apply to the ASSIGNED DATE column.

l Date Range Presets: A drop-down list of date ranges that filters

the data to the selected range. Select Custom to enter specific
dates.

l Start: Instead of using a Date Range preset, use this to specify a

start date. When you enter a Start date, the Date Range Presets fil-
ter changes to Custom.

l End: Instead of using a Date Range preset, use this to specify an

end date. When you enter an End date, the Date Range Presets fil-
ter changes to Custom.

Example

If you set the date to START on September 1

and END on October 1, only the assignments
that were assigned within the September 1 -
October 1 time period display.

l Assignment Title: The title of an assignment.

l Assignment Status: Select an assignment status from the drop-down

list.

l AUDIENCE: Predefined group of users. Enter the name of an audience

and then select it from the list. You can display the data for multiple audi-
ences at the same time by entering more than one audience name.

l User: Individual with a Percipio user account. Enter a user's name to filter
the report to include that user.

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Columns

The following columns are available in the Assignment Summary by User

report:

l ASSIGNMENT TITLE: The assignment's title.

l ASSIGNED DATE: The date when the assignment was assigned to the
user.

l STATUS: The status of the content. The status is not impacted by the
Date filters. For all content items you could see Started or Completed. For
live courses, you may also see the following values in the Status column:
Registered, Approval pending, Canceled, Denied, and Wait listed. When
learners restart a course, you see either Restarted or Completed.

l USER ID: The value entered in the User ID attribute. It is used to identify
a user inside Percipio.

l LAST NAME: The value entered in the Last name user attribute. Usually
the user's last name.

l FIRST NAME: The value entered in the First name user attribute. Usually
the user's first name.

l EMAIL ADDRESS: The value entered in the Email address user attrib-
ute; the user's email address.

l DUE DATE: The date the assignment is (or was) due.

l COMPLETION DATE: The date the user completed the assignment. This
date is not impacted by the Date Range Presets filter.

l USER STATUS: The status of the user in Percipio. Valid values are act-
ive or inactive.

l % COMPLETED: This number indicates how much of the assignment a

user has completed as of the time the report runs. It is calculated by the

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 number of items completed divided by the total number of items
assigned.

l OVERDUE: A No value indicates that the user did complete the assign-
ment. When an assignment status is incomplete, a Yes value indicates
the user did not complete the assignment by the specified due date.

l TOTAL ASSETS: The number of assets contained in the assignment.

l ASSETS NOT STARTED: The number of assets within an assignment

that a user has not started.

l ASSETS STARTED: The number of assets within an assignment that a

user started.

l ASSETS COMPLETED: The number of assets within an assignment that

a user completed.

l User Attributes (varies): These fields are defined by (and are unique to)
your organization. For more information, see User Attributes. If you are
using an attribute type of Percipio User, the value in the field can be either
first and last name, email address, login ID, or external user ID. The value
that appears depends on what has been specified for the individual user.

License Consumption Report

The License Consumption report displays a listing of users, by collection, who
have consumed a license. It also notes the name of the audience that the user
is a member of and that is associated to the collection's license pool (which
entitles the user to that collection).

Specify filters, then select Update Table to view the report data in the current
window, or select Start CSV Download to generate a CSV file. If you chose
Start CSV Download, a message displays with a link to the Reports download
tab. Select the link to view the CSV download progress and/or open the
CSV file.

Copyright © Skillsoft Ireland Limited - All rights reserved. 526

Filters

l Date filters: The Date filters apply to the CONSUMED column.

l Date Range Presets: A drop-down list of date ranges that filters

the data to the selected range. Select Custom to enter specific
dates.

l Start: Instead of using a Date Range preset, use this to specify a

start date. When you enter a Start date, the Date Range Presets fil-
ter changes to Custom.

l End: Instead of using a Date Range preset, use this to specify an

end date. When you enter an End date, the Date Range Presets fil-
ter changes to Custom.

Example

If you set the date to START on September 1

and END on October 1, only the licenses that
were consumed within the September 1 -
October 1 time period display.

l AUDIENCE: Predefined group of users. Enter the name of an audience

and then select it from the list. You can display the data for multiple audi-
ences at the same time by entering more than one audience name.

l User: Individual with a Percipio user account. Enter a user's name to filter
the report to include that user.

l Collection: Filters by specific content collection.

Columns

The following columns are available in the License Consumption report:

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 l COLLECTION: The name of the content collection that contains the con-
tent item.

l USER ID: The value entered in the User ID attribute. It is used to identify
a user inside Percipio.

l FIRST NAME: The value entered in the First name user attribute. Usually
the user's first name.

l LAST NAME: The value entered in the Last name user attribute. Usually
the user's last name.

l EMAIL ADDRESS: The value entered in the Email address user attrib-
ute; the user's email address.

l ENTITLED BY AUDIENCE: The audience in which the user is a member

of that grants him entitlement to the collection's licenses.

l CONSUMED: The date the collection's license was consumed by the spe-
cific user.

l START DATE: The date the license pool was activated. With the start
and end dates, you can easily distinguish when the license pool was act-
ive within the date range filter.

l END DATE: The date the license pool expired.

l User Attributes (varies): These fields are defined by (and are unique to)
your organization. For more information, see User Attributes. If you are
using an attribute type of Percipio User, the value in the field can be either
first and last name, email address, login ID, or external user ID. The value
that appears depends on what has been specified for the individual user.

Content Access Report

The Content Access report details what content users in your organization are
accessing and how many Digital Badges they earned.

Specify filters, then select Update Table to view the report data in the current
window, or select Start CSV Download to generate a CSV file. If you chose

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Start CSV Download, a message displays with a link to the Reports download
tab. Select the link to view the CSV download progress and/or open the
CSV file.

Filters

l Date filters: The Date filters apply to the TOTAL UNIQUE USERS,
TOTAL ACCESSES, TOTAL DURATION, and TOTAL
COMPLETIONS columns.

l Date Range Presets: A drop-down list of date ranges that filters

the data to the selected range. Select Custom to enter specific
dates.

l Start: Instead of using a Date Range preset, use this to specify a

start date. When you enter a Start date, the Date Range Presets fil-
ter changes to Custom.

l End: Instead of using a Date Range preset, use this to specify an

end date. When you enter an End date, the Date Range Presets fil-
ter changes to Custom.

Example

If you set the date to START on September 1

and END on October 1, only content
accessed within the September 1 - October 1
time period displays .

l AUDIENCE: Predefined group of users. Enter the name of an audience

and then select it from the list. You can display the data for multiple audi-
ences at the same time by entering more than one audience name.

l Asset Type: Select specific asset types from the drop-down list.

l Collection: Filters by specific content collection.

Copyright © Skillsoft Ireland Limited - All rights reserved. 529

 l Language: Select only one option from the drop-down list. All Lan-
guages is set by default.

Columns

The following columns are available in the Content Access report:

l COLLECTION: The name of the content collection that contains the con-
tent item.

l CHANNEL: The name of the channel.

l CONTENT TITLE: The title of the asset.

l CONTENT UUID: A unique identifier for a specific content asset. Content

UUIDs are mapped to activity codes in SumTotal Learn and are also used
with third-party learner management systems.

l CONTENT ID: Unique identifier for Skillsoft courses and videos.

l ASSET TYPE: The type of asset. Asset types may include courses,
videos, books, audiobooks, audio summaries, book summaries, sched-
uled content, assessment, and linked content. When you see the asset
type, linked content, it could be associated with any of following Skillsoft
items: test preps, labs, bootcamps, live events, partner content, and any
custom content items you added. When you see the asset type, sched-
uled content, it could be associated with any of following Skillsoft items:
live courses, bootcamps or leadercamps. View the report online to see
the list of asset types available for that report. When you see the asset
type, assessment, it is associated with Skill Benchmarks.

l LANGUAGE: The language of the asset. Available languages and their

codes are listed here.

l TOTAL UNIQUE USERS: The total number of individual users that

accessed an asset.

Copyright © Skillsoft Ireland Limited - All rights reserved. 530

 l TOTAL ACCESSES: The total number of times within the filtered date
range that content was accessed. For example, if a learner launches the
same course 3 times within the specified date range, the total accesses is
3.

l TOTAL DURATION: The total amount of time all users spent in an asset.
Time is listed in (00h00m00s) format.

l AVERAGE DURATION: The average amount of time a user spent in an

asset.

l COMPLETIONS: The total number of completions for that user. This num-
ber does not include individual Skillsoft course videos.

l TOTAL BADGES EARNED: The total number of users who have earned
a Digital Badge for the asset, within the specified date range. Badges can-
not be earned for scheduled content.

User Listing Report

The User Listing report displays a full listing of all users within Percipio.

Specify filters, then select Update Table to view the report data in the current
window, or select Start CSV Download to generate a CSV file. If you chose
Start CSV Download, a message displays with a link to the Reports download
tab. Select the link to view the CSV download progress and/or open the
CSV file.

Filters

The filters you set apply to all data presented in the report.

l AUDIENCE: Predefined group of users. Enter the name of an audience

and then select it from the list. You can display the data for multiple audi-
ences at the same time by entering more than one audience name.

l User: Individual with a Percipio user account. Enter a user's name to filter
the report to include that user.

Copyright © Skillsoft Ireland Limited - All rights reserved. 531

Columns

The following columns are available in the User Listing report:

l USER ID: The value entered in the User ID attribute. It is used to identify
a user inside Percipio.

l FIRST NAME: The value entered in the First name user attribute. Usually
the user's first name.

l LAST NAME: The value entered in the Last name user attribute. Usually
the user's last name.

l EMAIL ADDRESS: The value entered in the Email address user attrib-
ute; the user's email address.

l USER STATUS: The status of the user in Percipio. Valid values are act-
ive or inactive.

l ROLE: The user's role (admin, learner).

l CREATED DATE: The date the user was created.

l LAST LOGIN DATE: The date when the user last signed into Percipio
within the specified date range.

l LAST CONTENT ACCESS: The date when the user last accessed con-
tent within the specified date range.

l AUDIENCE: The audience(s) in which users are a member.

l USE POLICY AGREEMENT DATE: The date when the user last accep-
ted the Corporate Use Policy.

l User Attributes (varies): These fields are defined by (and are unique to)
your organization. For more information, see User Attributes. If you are
using an attribute type of Percipio User, the value in the field can be either
first and last name, email address, login ID, or external user ID. The value
that appears depends on what has been specified for the individual user.

Copyright © Skillsoft Ireland Limited - All rights reserved. 532

User Summary Report
The User Summary report provides an overall summary of the users and their
Percipio usage within your organization and Digital Badges earned.

Specify filters, then select Update Table to view the report data in the current
window, or select Start CSV Download to generate a CSV file. If you chose
Start CSV Download, a message displays with a link to the Reports download
tab. Select the link to view the CSV download progress and/or open the
CSV file.

Filters

l Date filters: The Date filters apply to the all columns.

l Date Range Presets: A drop-down list of date ranges that filters

the data to the selected range. Select Custom to enter specific
dates.

l Start: Instead of using a Date Range preset, use this to specify a

start date. When you enter a Start date, the Date Range Presets fil-
ter changes to Custom.

l End: Instead of using a Date Range preset, use this to specify an

end date. When you enter an End date, the Date Range Presets fil-
ter changes to Custom.

l AUDIENCE: Predefined group of users. Enter the name of an audience

and then select it from the list. You can display the data for multiple audi-
ences at the same time by entering more than one audience name.

l User: Individual with a Percipio user account. Enter a user's name to filter
the report to include that user.

Columns

The following columns are available in the User Listing report:

Copyright © Skillsoft Ireland Limited - All rights reserved. 533

 l USER ID: The value entered in the User ID attribute. It is used to identify
a user inside Percipio.

l FIRST NAME: The value entered in the First name user attribute. Usually
the user's first name.

l LAST NAME: The value entered in the Last name user attribute. Usually
the user's last name.

l AUDIENCE: The audience(s) in which users are a member.

l UNIQUE TITLES VIEWED: The number of distinct/unique titles viewed.

l TOTAL VIEWS: The total number of content accesses.

l TOTAL LEARNING HOURS: The duration (in hours) of time the user
spent within learning assets.

l COMPLETIONS: The total number of completions for that user. This num-
ber does not include individual Skillsoft course videos.

l TOTAL PAGE VIEWS: The total number of platform/site pages viewed

by users.

l TOTAL SESSIONS: The total number of user login sessions in Percipio

on the web, in the mobile app, via ELSA, or through content integration.

l PAGES PER SESSION: The average number of pages in Percipio that

the user accessed in each session.

l BADGES EARNED: The total number of Digital Badges for courses,

tracks, and journeys the user earned during the specified time period.

l USER STATUS: The status of the user in Percipio. Valid values are act-
ive or inactive.

Audience Summary Report

The Audience Summary report displays all of your Percipio audiences, and the
number of active and inactive users in each.

Copyright © Skillsoft Ireland Limited - All rights reserved. 534

Specify filters, then select Update Table to view the report data in the current
window, or select Start CSV Download to generate a CSV file. If you chose
Start CSV Download, a message displays with a link to the Reports download
tab. Select the link to view the CSV download progress and/or open the
CSV file.

Filters

The filters you set apply to all data presented in the report.

l AUDIENCE: Predefined group of users. Enter the name of an audience

and then select it from the list. You can display the data for multiple audi-
ences at the same time by entering more than one audience name.

Columns

The following columns are available in the Audience Summary report:

l AUDIENCE: The audience(s) in which users are a member.

l TOTAL USERS: The total number of users within Percipio.

l ACTIVE USERS: The total number of active users in the audience.

l INACTIVE USERS: The total number of inactive users in the audience.

All Content by Collection Report

The All Content by Collection report lists available content by collection. It
includes descriptions for courses, books, book summaries, audiobooks, and
linked content.

Specify filters, then select Update Table to view the report data in the current
window, or select Start CSV Download to generate a CSV file. If you chose
Start CSV Download, a message displays with a link to the Reports download
tab. Select the link to view the CSV download progress and/or open the
CSV file.

Filters

The filters you set apply to all data presented in the report.

Copyright © Skillsoft Ireland Limited - All rights reserved. 535

 l Asset Type: Select specific asset types from the drop-down list.

l Collection: Filters by specific content collection.

l Language: Select only one option from the drop-down list. All Lan-
guages is set by default.

Columns

The following columns are available in the All Content by Collection report:

l COLLECTION: The name of the content collection that contains the con-
tent item.

l AREA: The library area where you can find the content item's associated
subject and channel.

l SUBJECT: The library subject where you can find the content item's asso-
ciated channel.

l CHANNEL: The name of the channel.

l CONTENT UUID: A unique identifier for a specific content asset. Content

UUIDs are mapped to activity codes in SumTotal Learn and are also used
with third-party learner management systems.

l CONTENT ID: Unique identifier for Skillsoft courses and videos.

l CONTENT TITLE: The title of the asset.

l ASSET TYPE: The type of asset. Asset types may include courses,
videos, books, audiobooks, audio summaries, book summaries, sched-
uled content, assessment, and linked content. When you see the asset
type, linked content, it could be associated with any of following Skillsoft
items: test preps, labs, bootcamps, live events, partner content, and any
custom content items you added. When you see the asset type, sched-
uled content, it could be associated with any of following Skillsoft items:
live courses, bootcamps or leadercamps. View the report online to see

Copyright © Skillsoft Ireland Limited - All rights reserved. 536

 the list of asset types available for that report. When you see the asset
type, assessment, it is associated with Skill Benchmarks.

l LANGUAGE: The language of the asset. Available languages and their

codes are listed here.

l TECHNOLOGY TITLE: The title of the content technology (such as Mac,

Linux, etc.).

l TECHNOLOGY VERSION: The version of the content technology (such

as Excel 2018, Windows 10, etc.).

l EXPERTISE LEVEL: The level of expertise of content, as noted by the

curator (beginner, intermediate, advanced, everyone).

l ESTIMATED DURATION (HHMMSS): Total estimated amount of time it

takes a learner to complete the specified content. Time is listed in
(00h00m00s) format.

l CATEGORY: The label of a linked content item.

l SOURCE: The source of a linked content item.

l BADGE ELIGIBLE: Displays a Y if the learner can earn a Digital Badge

for the content or an N if he cannot.

l STATUS: The status of an asset (published, retired, pending retirement).

l LAST PUBLISHED DATE: The date the asset was last updated in Per-
cipio.

l DESCRIPTION: A detailed description of the asset.

Executive Report
The Executive report displays a full listing of active and inactive users. It also
provides data for a specified time period about the unique user session and
number of login sessions, as well as a summary of each user session. You can
view the users accessing content, total content accesses, Digital Badges
earned, and unique titles accessed.

Copyright © Skillsoft Ireland Limited - All rights reserved. 537

Specify filters, then select Update Table to view the report data in the current
window, or select Start CSV Download to generate a CSV file. If you chose
Start CSV Download, a message displays with a link to the Reports download
tab. Select the link to view the CSV download progress and/or open the
CSV file.

Filters

l Date filters: The Date filters apply to all data presented in the Executive
report.

l Date Range Presets: A drop-down list of date ranges that filters

the data to the selected range. Select Custom to enter specific
dates.

l Start: Instead of using a Date Range preset, use this to specify a

start date. When you enter a Start date, the Date Range Presets fil-
ter changes to Custom.

l End: Instead of using a Date Range preset, use this to specify an

end date. When you enter an End date, the Date Range Presets fil-
ter changes to Custom.

l AUDIENCE: Predefined group of users. Enter the name of an audience

and then select it from the list. You can display the data for multiple audi-
ences at the same time by entering more than one audience name.

Columns

The following columns are available in the Executive report:

l TOTAL USERS: The total number of users within Percipio.

l ACTIVE: The number of users with an active status in Percipio.

l INACTIVE: The number of users with an inactive status in Percipio.

l USERS LOGGED IN: The number of users within the Total Users num-
ber that signed into Percipio during the specified time frame.

Copyright © Skillsoft Ireland Limited - All rights reserved. 538

 l NUMBER OF LOGIN SESSIONS: The total number of times users
engaged with the platform during the specified time frame.

l USERS ACCESSING CONTENT: The total number of unique users who

accessed content from within the platform during the specified time
frame.

l TOTAL TIME IN CONTENT: The total amount of time users actively

used the content during the specified time frame. Time is listed in
(00h00m00s) format.

l TOTAL CONTENT ACCESSES: The total number of times within the

filtered date range that content was accessed.

l UNIQUE TITLES ACCESSED: The total number of individual assets

accessed during the specified time frame. This does not include videos,
channels, or journeys. When a course is restarted1 within the specified
time frame, that is only counted once.

l TOTAL COMPLETIONS: The total number of completions of all asset

types, but does not include videos inside the course.

l TOTAL BADGES EARNED: The total number of Digital Badges for

courses, tracks, and journeys your users earned during the specified time
period.

l WEB USERS: The total number of unique users who accessed Percipio
via the web during the specified time frame.

1A course is considered restarted if a learner previously completed it and then

selected the Restart button. When a course is restarted, the learner sees a new
row in their My Activity page and admins see a new row in reports. If a learner
just relaunches a previously completed course, no new row shows in My Activ-
ity or reports. When a course is restarted and completed, the learner earns a
new certificate of completion with the new completion date. Learners do not
earn a new badge for a restarted course.

Copyright © Skillsoft Ireland Limited - All rights reserved. 539

 l MOBILE APP USERS: The total number of unique users who accessed
Percipio via the mobile app during the specified time frame.

l MS TEAMS USERS: The total number of unique users who accessed

Percipio via the Percipio app for Microsoft Teams during the specified
time frame.

l APPLE TV USERS: The total number of unique users who accessed Per-
cipio via the Percipio app for Apple TV during the specified time frame.

Channel Summary Report

The Channel Summary report provides a summary of user activity within your
Percipio channels.

Note: Custom channels do not display in this report until content

within them is accessed by a learner.

Specify filters, then select Update Table to view the report data in the current
window, or select Start CSV Download to generate a CSV file. If you chose
Start CSV Download, a message displays with a link to the Reports download
tab. Select the link to view the CSV download progress and/or open the
CSV file.

Filters

l Date filters: The Date filters apply to all data presented in the Channel
Summary report.

l Date Range Presets: A drop-down list of date ranges that filters

the data to the selected range. Select Custom to enter specific
dates.

l Start: Instead of using a Date Range preset, use this to specify a

start date. When you enter a Start date, the Date Range Presets fil-
ter changes to Custom.

Copyright © Skillsoft Ireland Limited - All rights reserved. 540

 l End: Instead of using a Date Range preset, use this to specify an
end date. When you enter an End date, the Date Range Presets fil-
ter changes to Custom.

l Channel Type: Select whether you want to see all channels, only Skill-
soft channels, or only custom channels in your report data.

l Language: Select only one option from the drop-down list. All Lan-
guages is set by default.

l AUDIENCE: Predefined group of users. Enter the name of an audience

and then select it from the list. You can display the data for multiple audi-
ences at the same time by entering more than one audience name.

l Channel: Type a channel name in the field to filter the report to only that
channel. This filter is single-select only.

Columns

The following columns are available in the Channel Summary report:

l CHANNEL: The name of the channel.

l CHANNEL TYPE: The type of channel (Skillsoft or Custom). Skillsoft

channels are stock channels, and custom channels are those built spe-
cifically for or by your organization.

l ACCESSES OF CONTENT: The total number of content accesses within

the channel. A content item may exist in more than one channel. If a
learner accesses a single content item that exists in three different chan-
nels, you see a count for that learner in the Accesses of Content column
for each channel.

l LAST PUBLISHED DATE: The date the channel was last published
within Percipio.

l SUBJECT: The library subject that contains the channel.

Copyright © Skillsoft Ireland Limited - All rights reserved. 541

 l AREA: The library area that contains the subject to which the channel is
associated.

l USERS IN CONTENT: The total number of users who accessed content

within the channel.

l TOTAL DURATION: The total amount of time all users spent in a chan-
nel. Time is listed in (00h00m00s) format.

l ESTIMATED CHANNEL DURATION:The estimated amount of time in

hours, minutes, and seconds (00h00m00s) to complete all content within
the channel.

l CHANNEL UUID: A unique identifier for a channel. Channel UUIDs are

mapped to activity codes in SumTotal Learn and are also used with third-
party learner management systems.

Channel Detail by User Report

The Channel Detail by User report provides a detailed look of user activity of
assets within your Percipio channels.

Specify filters, then select Update Table to view the report data in the current
window, or select Start CSV Download to generate a CSV file. If you chose
Start CSV Download, a message displays with a link to the Reports download
tab. Select the link to view the CSV download progress and/or open the
CSV file.

Filters

l Date filters: The Date filters apply to all data presented in the Channel
User Details report.

l Date Range Presets: A drop-down list of date ranges that filters

the data to the selected range. Select Custom to enter specific
dates.

Copyright © Skillsoft Ireland Limited - All rights reserved. 542

 l Start: Instead of using a Date Range preset, use this to specify a
start date. When you enter a Start date, the Date Range Presets fil-
ter changes to Custom.

l End: Instead of using a Date Range preset, use this to specify an

end date. When you enter an End date, the Date Range Presets fil-
ter changes to Custom.

l Channel Type: Select whether you want to see all channels, only Skill-
soft channels, or only custom channels in your report data.

l Language: Select only one option from the drop-down list. All Lan-
guages is set by default.

l AUDIENCE: Predefined group of users. Enter the name of an audience

and then select it from the list. You can display the data for multiple audi-
ences at the same time by entering more than one audience name.

l User: Individual with a Percipio user account. Enter a user's name to filter
the report to include that user.

l Channel: Type a channel name in the field to filter the report to only that
channel. This filter is single-select only.

Columns

The following columns are available in the Channel Detail by User report:

l AREA: The library area that contains the subject to which the channel is
associated.

l SUBJECT: The library subject that contains the channel.

l CHANNEL: The name of the channel.

l CHANNEL TYPE: The type of channel (Skillsoft or Custom). Skillsoft

channels are stock channels, and custom channels are those built spe-
cifically for or by your organization.

Copyright © Skillsoft Ireland Limited - All rights reserved. 543

l CHANNEL UUID: A unique identifier for a channel. Channel UUIDs are
mapped to activity codes in SumTotal Learn and are also used with third-
party learner management systems.

l USER ID: The value entered in the User ID attribute. It is used to identify
a user inside Percipio.

l FIRST NAME: The value entered in the First name user attribute. Usually
the user's first name.

l LAST NAME: The value entered in the Last name user attribute. Usually
the user's last name.

l CONTENT ID: Unique identifier for Skillsoft courses and videos.

l CONTENT UUID: A unique identifier for a specific content asset. Content

UUIDs are mapped to activity codes in SumTotal Learn and are also used
with third-party learner management systems.

l CONTENT TITLE: The title of the asset.

l ASSET TYPE: The type of asset. Asset types may include courses,
videos, books, audiobooks, audio summaries, book summaries, sched-
uled content, assessment, and linked content. When you see the asset
type, linked content, it could be associated with any of following Skillsoft
items: test preps, labs, bootcamps, live events, partner content, and any
custom content items you added. When you see the asset type, sched-
uled content, it could be associated with any of following Skillsoft items:
live courses, bootcamps or leadercamps. View the report online to see
the list of asset types available for that report. When you see the asset
type, assessment, it is associated with Skill Benchmarks.

l LANGUAGE: The language of the asset. Available languages and their

codes are listed here.

l TECHNOLOGY TITLE: The title of the content technology (such as Mac,

Linux, etc.).

Copyright © Skillsoft Ireland Limited - All rights reserved. 544

l TECHNOLOGY VERSION: The version of the content technology (such
as Excel 2018, Windows 10, etc.).

l CATEGORY: The label of a linked content item.

l SOURCE: The source of a linked content item.

l TOTAL ACCESSES: The total number of times within the filtered date
range that content was accessed. For example, if a learner launches the
same course 3 times within the specified date range, the total accesses is
3.

l LAST CONTENT ACCESS: The date when the user last accessed con-
tent within the specified date range.

l TOTAL DURATION: The total amount of time all users spent in a chan-
nel. Time is listed in (00h00m00s) format.

l ESTIMATED DURATION (HHMMSS): Total estimated amount of time it

takes a learner to complete the specified content. Time is listed in
(00h00m00s) format.

l STATUS: The status of the content. The status is not impacted by the
Date filters. For all content items you could see Started or Completed. For
live courses, you may also see the following values in the Status column:
Registered, Approval pending, Canceled, Denied, and Wait listed. When
learners restart a course, you see either Restarted or Completed.

l COMPLETION DATE: The date the user completed the content. This
date is not impacted by the Date Range Presets filter. The time stamp of
t00:00:00Z is expected.

l EMAIL ADDRESS: The value entered in the Email address user attrib-
ute; the user's email address.

l User Attributes (varies): These fields are defined by (and are unique to)
your organization. For more information, see User Attributes. If you are
using an attribute type of Percipio User, the value in the field can be either

Copyright © Skillsoft Ireland Limited - All rights reserved. 545

 first and last name, email address, login ID, or external user ID. The value
that appears depends on what has been specified for the individual user.

Channel Summary by User Report

The Channel Summary by User report provides a summary of user activity of
assets within your Percipio channels.

Specify filters, then select Update Table to view the report data in the current
window, or select Start CSV Download to generate a CSV file. If you chose
Start CSV Download, a message displays with a link to the Reports download
tab. Select the link to view the CSV download progress and/or open the
CSV file.

Filters

l Date filters: The Date filters apply to all data presented in the Channel
User Summary report.

l Date Range Presets: A drop-down list of date ranges that filters

the data to the selected range. Select Custom to enter specific
dates.

l Start: Instead of using a Date Range preset, use this to specify a

start date. When you enter a Start date, the Date Range Presets fil-
ter changes to Custom.

l End: Instead of using a Date Range preset, use this to specify an

end date. When you enter an End date, the Date Range Presets fil-
ter changes to Custom.

l Channel Type: Select whether you want to see all channels, only Skill-
soft channels, or only custom channels in your report data.

l Language: Select only one option from the drop-down list. All Lan-
guages is set by default.

Copyright © Skillsoft Ireland Limited - All rights reserved. 546

 l AUDIENCE: Predefined group of users. Enter the name of an audience
and then select it from the list. You can display the data for multiple audi-
ences at the same time by entering more than one audience name.

l Channel: Type a channel name in the field to filter the report to only that
channel. This filter is single-select only.

Columns

The following columns are available in the Channel Summary by User report:

l AREA: The library area that contains the subject to which the channel is
associated.

l SUBJECT: The library subject that contains the channel.

l CHANNEL: The name of the channel.

l CHANNEL TYPE: The type of channel (Skillsoft or Custom). Skillsoft

channels are stock channels, and custom channels are those built spe-
cifically for or by your organization.

l CHANNEL UUID: A unique identifier for a channel. Channel UUIDs are

mapped to activity codes in SumTotal Learn and are also used with third-
party learner management systems.

l USER ID: The value entered in the User ID attribute. It is used to identify
a user inside Percipio.

l FIRST NAME: The value entered in the First name user attribute. Usually
the user's first name.

l LAST NAME: The value entered in the Last name user attribute. Usually
the user's last name.

l TOTAL CONTENT ACCESSES: The total number of times within the

filtered date range that content was accessed.

l TOTAL DURATION: The total amount of time all users spent in a chan-
nel. Time is listed in (00h00m00s) format.

Copyright © Skillsoft Ireland Limited - All rights reserved. 547

 l ESTIMATED DURATION (HHMMSS): Total estimated amount of time it
takes a learner to complete the specified content. Time is listed in
(00h00m00s) format.

l UNIQUE ASSETS ACCESSED: The number of distinct/unique assets

accessed within the channel.

l COMPLETIONS: The total number of completions for that user. This num-
ber does not include individual Skillsoft course videos.

l LAST ACCESS DATE: The last date within the filtered date range that
the user accessed the content.

l EMAIL ADDRESS: The value entered in the Email address user attrib-
ute; the user's email address.

l User Attributes (varies): These fields are defined by (and are unique to)
your organization. For more information, see User Attributes. If you are
using an attribute type of Percipio User, the value in the field can be either
first and last name, email address, login ID, or external user ID. The value
that appears depends on what has been specified for the individual user.

Journey Summary Report

The Journey Summary report provides a complete summary of the number of
unique learners, completions, accesses, and estimated hours of content for
Aspire Journeys and custom journeys. You can filter data by date range, and
audience.

Specify filters, then select Update Table to view the report data in the current
window, or select Start CSV Download to generate a CSV file. If you chose
Start CSV Download, a message displays with a link to the Reports download
tab. Select the link to view the CSV download progress and/or open the
CSV file.

Copyright © Skillsoft Ireland Limited - All rights reserved. 548

When journey progress tracking starts

In order to start tracking progress within a journey, learners must launch at

least one item from within the journey. Scenarios for when journeys start track-
ing progress:

l After learners launch an item from within the journey, tracking of journey
completion starts, and at that point learners can launch any journey item
from search results or a channel and the progress counts toward track
and journey completion.

l If learners launch an item that is contained in a journey from search res-

ults or from a channel, without first launching any item from within the jour-
ney, Percipio does not start tracking journey progress, only the progress
of the individual item.

l If learners previously completed any item contained in the journey, those

completed items count towards the track and journey completion
provided learners first launched an item from within the journey.

l After learners launch content from within a journey, you see progress in
all the journey reports.

Filters

l Date filters:

l Date Range Presets: A drop-down list of date ranges that filters

the data to the selected range. Select Custom to enter specific
dates.

l Start: Instead of using a Date Range preset, use this to specify a

start date. When you enter a Start date, the Date Range Presets fil-
ter changes to Custom.

l End: Instead of using a Date Range preset, use this to specify an

end date. When you enter an End date, the Date Range Presets fil-
ter changes to Custom.

Copyright © Skillsoft Ireland Limited - All rights reserved. 549

 l AUDIENCE: Predefined group of users. Enter the name of an audience
and then select it from the list. You can display the data for multiple audi-
ences at the same time by entering more than one audience name.If the
user within an audience has accessed more than one journey, all jour-
neys the user accessed show in the report.

l Journey Source: Select whether you want to see Skillsoft, custom or

both types of journeys listed in your report.

Columns

The following columns are available in the Journey Summary report:

l JOURNEY TITLE: The title of the journey.

l NUMBER OF UNIQUE LEARNERS: The total number of individual

learners that accessed the Journey within the specified date range.

l NUMBER OF JOURNEY COMPLETIONS: The number of times the

Journey was completed within the specified date range.

l TOTAL CONTENT ACCESSES: The total number of times within the

filtered date range that content was accessed.

l TOTAL ESTIMATED DURATION: The total number of estimated hours it

will take a learner to complete all of the content in all of the tracks within
the Journey.

l JOURNEY SOURCE: Identifies whether the journey is Skillsoft or cus-

tom.

Journey Summary by User Report

The Journey Summary by User report provides a summary of a learner's
engagement and progress within a specific Aspire Journey or custom journey.

You can filter data by date range, audience, or individual user.

Specify filters, then select Update Table to view the report data in the current
window, or select Start CSV Download to generate a CSV file. If you chose

Copyright © Skillsoft Ireland Limited - All rights reserved. 550

Start CSV Download, a message displays with a link to the Reports download
tab. Select the link to view the CSV download progress and/or open the
CSV file.

When journey progress tracking starts

In order to start tracking progress within a journey, learners must launch at

least one item from within the journey. Scenarios for when journeys start track-
ing progress:

l After learners launch an item from within the journey, tracking of journey
completion starts, and at that point learners can launch any journey item
from search results or a channel and the progress counts toward track
and journey completion.

l If learners launch an item that is contained in a journey from search res-

ults or from a channel, without first launching any item from within the jour-
ney, Percipio does not start tracking journey progress, only the progress
of the individual item.

l If learners previously completed any item contained in the journey, those

completed items count towards the track and journey completion
provided learners first launched an item from within the journey.

l After learners launch content from within a journey, you see progress in
all the journey reports.

Filters

l Date filters: The Date filters apply to the COMPLETED DATE column.

l Date Range Presets: A drop-down list of date ranges that filters

the data to the selected range. Select Custom to enter specific
dates.

l Start: Instead of using a Date Range preset, use this to specify a

start date. When you enter a Start date, the Date Range Presets fil-
ter changes to Custom.

Copyright © Skillsoft Ireland Limited - All rights reserved. 551

 l End: Instead of using a Date Range preset, use this to specify an
end date. When you enter an End date, the Date Range Presets fil-
ter changes to Custom.

l AUDIENCE: Predefined group of users. Enter the name of an audience

and then select it from the list. You can display the data for multiple audi-
ences at the same time by entering more than one audience name.If the
user within an audience has accessed more than one journey, all jour-
neys the user accessed show in the report.

l User: Individual with a Percipio user account. Enter a user's name to filter
the report to include that user.

l Journey Source: Select whether you want to see Skillsoft, custom or

both types of journeys listed in your report.

Columns

The following columns are available in the Journey Summary by User report:

l JOURNEY TITLE: The title of the journey.

l USER ID: The value entered in the User ID attribute. It is used to identify
a user inside Percipio.

l USER NAME: Also called a Login Name, learners use this to sign into
Percipio.

l JOURNEY STATUS: A Journey can be in a Started or Completed

status.

l COMPLETED DATE: The date the user completed the all tracks in the
Journey. This date is not impacted by the Date Range Presets filter, and
the time stamp of t00:00:00Z is expected.

l % COMPLETE: The percentage of completed tracks within the entire

Journey. For example, if the learner completes one track out of four, his
percentage is 25%.

Copyright © Skillsoft Ireland Limited - All rights reserved. 552

 l TOTAL DURATION: The amount of time the user has spent engaged
with the content. If the item is a Skillsoft course, the total includes time
spent watching videos, working on knowledge checks, and taking test-
s.Time is listed in (00h00m00s) format.

l ESTIMATED DURATION (HHMMSS): Total estimated amount of time it

takes a learner to complete the specified content. Time is listed in
(00h00m00s) format.

l JOURNEY START DATE: The date the learner began the journey. This
date is not impacted by the Date Range Presets filter, and the time stamp
of t00:00:00Z is expected.

l EMAIL ADDRESS: The value entered in the Email address user attrib-
ute; the user's email address.

l JOURNEY SOURCE: Identifies whether the journey is Skillsoft or cus-

tom.

l User Attributes (varies): These fields are defined by (and are unique to)
your organization. For more information, see User Attributes. If you are
using an attribute type of Percipio User, the value in the field can be either
first and last name, email address, login ID, or external user ID. The value
that appears depends on what has been specified for the individual user.

Journey Detail by User Report

The Journey Detail by User report provides metrics on a learner's engagement
and progress within a specific Aspire Journey or custom journey. You can filter
data by date range, audience, or individual user.

Specify filters, then select Update Table to view the report data in the current
window, or select Start CSV Download to generate a CSV file. If you chose
Start CSV Download, a message displays with a link to the Reports download
tab. Select the link to view the CSV download progress and/or open the
CSV file.

Copyright © Skillsoft Ireland Limited - All rights reserved. 553

When journey progress tracking starts

In order to start tracking progress within a journey, learners must launch at

least one item from within the journey. Scenarios for when journeys start track-
ing progress:

l After learners launch an item from within the journey, tracking of journey
completion starts, and at that point learners can launch any journey item
from search results or a channel and the progress counts toward track
and journey completion.

l If learners launch an item that is contained in a journey from search res-

ults or from a channel, without first launching any item from within the jour-
ney, Percipio does not start tracking journey progress, only the progress
of the individual item.

l If learners previously completed any item contained in the journey, those

completed items count towards the track and journey completion
provided learners first launched an item from within the journey.

l After learners launch content from within a journey, you see progress in
all the journey reports.

Filters

l Date filters: The Date filters apply to the COMPLETED DATE column.

l Date Range Presets: A drop-down list of date ranges that filters

the data to the selected range. Select Custom to enter specific
dates.

l Start: Instead of using a Date Range preset, use this to specify a

start date. When you enter a Start date, the Date Range Presets fil-
ter changes to Custom.

l End: Instead of using a Date Range preset, use this to specify an

end date. When you enter an End date, the Date Range Presets fil-
ter changes to Custom.

Copyright © Skillsoft Ireland Limited - All rights reserved. 554

 l AUDIENCE: Predefined group of users. Enter the name of an audience
and then select it from the list. You can display the data for multiple audi-
ences at the same time by entering more than one audience name.If the
user within an audience has accessed more than one journey, all jour-
neys the user accessed show in the report.

l User: Individual with a Percipio user account. Enter a user's name to filter
the report to include that user.

l Journey Source: Select whether you want to see Skillsoft, custom or

both types of journeys listed in your report.

Columns

The following columns are available in the Journey Detail by User report:

l JOURNEY TITLE: The title of the journey.

l TRACK TITLE: The title of a track within the journey.

l USER ID: The value entered in the User ID attribute. It is used to identify
a user inside Percipio.

l FIRST NAME: The value entered in the First name user attribute. Usually
the user's first name.

l LAST NAME: The value entered in the Last name user attribute. Usually
the user's last name.

l CONTENT TITLE: The title of the asset.

l CONTENT ID: Unique identifier for Skillsoft courses and videos.

l CONTENT UUID: A unique identifier for a specific content asset. Content

UUIDs are mapped to activity codes in SumTotal Learn and are also used
with third-party learner management systems.

l ASSET STATUS: The status of the content. The status is not impacted
by the Date filters. For all content items you could see Started or Com-
pleted. For live courses, you may also see the following values in the

Copyright © Skillsoft Ireland Limited - All rights reserved. 555

 Status column: Registered, Approval pending, Canceled, Denied, and
Wait listed. When learners restart a course, you see either Restarted or
Completed.

l COMPLETED DATE: The date the user completed the content. This date
is not impacted by the Date Range Presets filter. The time stamp of
t00:00:00Z is expected.

l TOTAL DURATION: The amount of time the user has spent engaged
with the content. If the item is a Skillsoft course, the total includes time
spent watching videos, working on knowledge checks, and taking test-
s.Time is listed in (00h00m00s) format.

l ESTIMATED DURATION (HHMMSS): Total estimated amount of time it

takes a learner to complete the specified content. Time is listed in
(00h00m00s) format.

l EMAIL ADDRESS: The value entered in the Email address user attrib-
ute; the user's email address.

l JOURNEY SOURCE: Identifies whether the journey is Skillsoft or cus-

tom.

l User Attributes (varies): These fields are defined by (and are unique to)
your organization. For more information, see User Attributes. If you are
using an attribute type of Percipio User, the value in the field can be either
first and last name, email address, login ID, or external user ID. The value
that appears depends on what has been specified for the individual user.

Credentials Report
The Credentials report displays a list of users within your organization who
earned credit(s) for completing their NASBA CPE course(s).

Specify filters, then select Update Table to view the report data in the current
window, or select Start CSV Download to generate a CSV file. If you chose
Start CSV Download, a message displays with a link to the Reports download

Copyright © Skillsoft Ireland Limited - All rights reserved. 556

tab. Select the link to view the CSV download progress and/or open the
CSV file.

Filters:

l Date filters: The Date filters apply to the START DATE and
CPE COMPLETION DATE columns.

l Date Range Presets: A drop-down list of date ranges that filters

the data to the selected range. Select Custom to enter specific
dates.Date (based on completion date)

l Start: Instead of using a Date Range preset, use this to specify a

start date. When you enter a Start date, the Date Range Presets fil-
ter changes to Custom.

l End: Instead of using a Date Range preset, use this to specify an

end date. When you enter an End date, the Date Range Presets fil-
ter changes to Custom.

Example

If you set the date to START on Novem-

ber 1 and END on December 1, only the
content with credit hours that was
accessed between the November 1-
December 1 time period displays.

l User: Individual with a Percipio user account. Enter a user's name to filter
the report to include that user.

l AUDIENCE: Predefined group of users. Enter the name of an audience

and then select it from the list. You can display the data for multiple audi-
ences at the same time by entering more than one audience name.

Copyright © Skillsoft Ireland Limited - All rights reserved. 557

Columns

The following columns are available in the Credentials report:

l USER ID: The value entered in the User ID attribute. It is used to identify
a user inside Percipio.

l FIRST NAME: The value entered in the First name user attribute. Usually
the user's first name.

l LAST NAME: The value entered in the Last name user attribute. Usually
the user's last name.

l CREDIT TYPE: The type of credit necessary to receive the credential.

l CREDIT HOURS: The number of credit hours the user completed for the
credential.

l COURSE TITLE: The title of a course that is part of a credential cer-

tification.

l COURSE ID: A unique identifier for a course that is part of a credential

certification.

l START DATE: The start date of the credential course.

l CPE COMPLETION DATE: The date that all of the Continuing Pro-
fessional Education requirements for the credential were met by the user.

Content Promotion Summary Report

The Content Promotion Summary report provides metrics for your organ-
ization's content promotions. Filter your data by date range to view details such
as unique impressions, targeted audiences, unique clicks, and a promotion's
click-through rate.

Specify filters, then select Update Table to view the report data in the current
window, or select Start CSV Download to generate a CSV file. If you chose
Start CSV Download, a message displays with a link to the Reports download

Copyright © Skillsoft Ireland Limited - All rights reserved. 558

tab. Select the link to view the CSV download progress and/or open the
CSV file.

Filters

l Date filters: The Date filters apply to the START DATE, END DATE,
TOTAL IMPRESSIONS, TOTAL UNIQUE IMPRESSIONS, TOTAL
CLICKS, TOTAL UNIQUE CLICKS, and CLICK-THROUGH RATE
columns.

l Date Range Presets: A drop-down list of date ranges that filters

the data to the selected range. Select Custom to enter specific
dates.

l Start: Instead of using a Date Range preset, use this to specify a

start date. When you enter a Start date, the Date Range Presets fil-
ter changes to Custom.

l End: Instead of using a Date Range preset, use this to specify an

end date. When you enter an End date, the Date Range Presets fil-
ter changes to Custom.

Example

If you set the date to START on September 1

and END on October 1, only the promotions
that were active within the September 1 -
October 1 time period display.

Columns

The following columns are available in the Content Promotion Summary report:

Copyright © Skillsoft Ireland Limited - All rights reserved. 559

l PROMOTION TITLE: The promotion title.

l PROMOTION TYPE: The type of promotion — content banner or con-

tent strip. Image types are not currently supported in the report.

l CONTENT TITLE: The title of the asset.

l CREATED BY: The User ID of the person who created the promotion.

l START DATE: The date the promotion began (or is scheduled to begin).

l END DATE: The date the promotion ended (or is scheduled to end).

l TARGET AUDIENCES: A list of the promotion's targeted audiences.

Only learners in these audiences see the promotion.

l TOTAL IMPRESSIONS: The number of times within the specified date

range the promotion rendered on all learner home page screens. Impres-
sions are not action-based. For example, if a learner signed into Percipio
four times within the specified date range and viewed her home page
each time (an impression), all four impressions are included in this cal-
culation.

l TOTAL UNIQUE IMPRESSIONS: The number of unique learners who

accessed their home page within the specified date range while the pro-
motion was active, regardless of how many times the promotion was actu-
ally viewed. For example, if a learner signed into Percipio four times
within the specified date range and viewed her home page each time (an
impression), only one impression for this learner is included in this cal-
culation.

l TOTAL CLICKS: The total number of times within the specified date
range learners clicked the promotion to access the content. For example,
if a learner clicked the promotion four times within the specified date
range, all four clicks are included in this calculation.

l TOTAL UNIQUE CLICKS: The number of unique learners who clicked

the promotion within the specified date range, regardless of how many

Copyright © Skillsoft Ireland Limited - All rights reserved. 560

 times they clicked it. For example, if a learner clicked the promotion four
times within the specified date range, only one click for this learner is
included in this calculation.

l CLICK-THROUGH RATE: The percentage of impressions that led to

learners clicking the content. This number is a strong indicator of how well
your promotion performed with your learners.

l EMAILS SENT:The total number of users who received emails.

l EMAILS OPENED: The total number of users who opened the emails
that were sent.

l EMAILS CLICKED: The total number of users who clicked on at least

one link in the email.

Content Promotion Detail by User Report

The Content Promotion Detail by User report provides metrics for the number
of impressions and clicks for each content promotion.

Specify filters, then select Update Table to view the report data in the current
window, or select Start CSV Download to generate a CSV file. If you chose
Start CSV Download, a message displays with a link to the Reports download
tab. Select the link to view the CSV download progress and/or open the
CSV file.

Filters

l Date filters: The Date filters apply to the START DATE, END DATE,
TOTAL IMPRESSIONS, TOTAL CLICK-THROUGHS, and LAST
CLICK-THROUGH DATE columns.

l Date Range Presets: A drop-down list of date ranges that filters

the data to the selected range. Select Custom to enter specific
dates.

Copyright © Skillsoft Ireland Limited - All rights reserved. 561

 l Start: Instead of using a Date Range preset, use this to specify a
start date. When you enter a Start date, the Date Range Presets fil-
ter changes to Custom.

l End: Instead of using a Date Range preset, use this to specify an

end date. When you enter an End date, the Date Range Presets fil-
ter changes to Custom.

Example

If you set the date to START on September 1

and END on October 1, only the promotions
that were active within the September 1 -
October 1 time period display.

Columns

The following columns are available in the Content Promotion Detail by User
report:

l USER ID: The value entered in the User ID attribute. It is used to identify
a user inside Percipio.

l FIRST NAME: The value entered in the First name user attribute. Usually
the user's first name.

l LAST NAME: The value entered in the Last name user attribute. Usually
the user's last name.

l EMAIL ADDRESS: The value entered in the Email address user attrib-
ute; the user's email address.

l PROMOTION TITLE: The promotion title.

l PROMOTION TYPE: The type of promotion — content banner or con-

tent strip. Image types are not currently supported in the report.

Copyright © Skillsoft Ireland Limited - All rights reserved. 562

 l CREATED BY: The User ID of the person who created the promotion.

l START DATE: The date the promotion began (or is scheduled to begin).

l END DATE: The date the promotion ended (or is scheduled to end).

l TOTAL IMPRESSIONS: The number of times within the specified date

range the promotion rendered on all learner home page screens. Impres-
sions are not action-based. For example, if a learner signed into Percipio
four times within the specified date range and viewed her home page
each time (an impression), all four impressions are included in this cal-
culation.

l TOTAL CLICKS: The total number of times within the specified date
range learners clicked the promotion to access the content. For example,
if a learner clicked the promotion four times within the specified date
range, all four clicks are included in this calculation.

l LAST CLICK-THROUGH DATE: The most recent date within the spe-
cified date range when a learner clicked the promotion to access the con-
tent.

Skillsoft Content Status Report

The Skillsoft Content Status Report contains up to three tabs and a link to retir-
ing books:

l Retiring Soon: lists courses, channels, and linked content about to

retire.

l Recently Added: lists courses, channels, and linked content added to

your collections.

l Retired/Removed: lists courses, channels, and linked content already

retired. You only see this tab if you are integrating Percipio with another
LMS and your Skillsoft Account Team turned on the LMS Integration set-
ting. Speak to your Skillsoft representative if this is something that
interests you.

Copyright © Skillsoft Ireland Limited - All rights reserved. 563

 l Looking for retiring books: this link takes you to a web page containing
a spreadsheet listing books that have been retired and are scheduled to
be retired.

Use this report to manage the assets in assignments, custom channels, custom
journeys, and promoted content.

As a reminder, Percipio sends a monthly Retiring and recently added content

email to Percipio user roles that can access this report. This email alerts you
that assets in your collection are either being retired or added, and provides
you a link to view the report.

To access the same report direct from Percipio at any time, from the Content
menu, select Content Status.

For more information about how Percipio handles retired content within assign-
ments, see Retired Content.

Note: The Content Status report does not include books or

audiobooks, or any Percipio Compliance assets.

Specify filters, then select Update Table to view the report data in the current
window, or select Start CSV Download to generate a CSV file. If you chose
Start CSV Download, a message displays with a link to the Reports download
tab. Select the link to view the CSV download progress and/or open the
CSV file.

Note: The Recently Added portion of the report is not available for
CSV download at this time. You can only download the Retiring
Soon and Retired/Removed portion of the report.

Report Filters
Date filters: The Date filters apply to the content shown in the reports.

Copyright © Skillsoft Ireland Limited - All rights reserved. 564

 l Date Range Presets: A drop-down list of date ranges that filters the data
to the selected range. Select Custom to enter specific dates.

l Start: Instead of using a Date Range preset, use this to specify a start
date. When you enter a Start date, the Date Range Presets filter changes
to Custom.

l End: Instead of using a Date Range preset, use this to specify an end
date. When you enter an End date, the Date Range Presets filter
changes to Custom.

Content Rule Set: If you integrate Percipio with an LMS, you may see this
option. If you select the value: Show items within the rule set, you see just
the content impacted by the content rules you defined. On the Recently Added
tab, you can then download an AICC package that contains just the content
that was added within the date range specified.

Example

If you set the date to Start on September 1 and

End on October 1, only the content that is retiring or
has been added during the September 1 - October
1 time period is included in the list.

Columns for Retiring Soon tab

The following columns are available in the Skillsoft Content Status report for the
Retiring Soon tab:

l TITLE: The title of the asset.

l TYPE: The type of asset. See Working with Content for a complete list of
available asset types.

Copyright © Skillsoft Ireland Limited - All rights reserved. 565

 l RETIRE DATE: The date the asset is set to retire. within the specified
date range.

l DETAILS: Click the View Details link to see the reason for retirement,
any replacement assets available, and the retirement date.

l TOTAL UNIQUE USER ACCESSES: The all-time, cumulative, total num-

ber of individual users that accessed an asset, not limited to a date range.

l CONTAINED IN: The three CONTAINED IN columns show how many

assignments, custom channels, and promotions include the retiring con-
tent.

Columns for Recently Added tab

The following columns are available in the Skillsoft Content Status report for the
Recently Added tab which shows courses added to your collections in the date
range specified:

l TITLE: The title of the asset.

l TYPE: The type of asset. See Working with Content for a complete list of
available asset types.

l CONTAINED: The three CONTAINED columns show the channel or jour-

ney, area, and subject where the new asset resides.

l INFO: Clicking on the icon provides links so you can quickly make the

content more prominent for your learners by adding it as a promotion, to a

channel, or to an assignment.

Columns for Retired/Removed tab

You only see this tab if you are integrating Percipio with another LMS and your
Skillsoft Account Team turned on the LMS Integration setting. Speak to your
Skillsoft representative if this is something that interests you.

The following columns are available in the Retired/Removed tab:

Copyright © Skillsoft Ireland Limited - All rights reserved. 566

 l TITLE: The title of the asset.

l TYPE: The type of asset. See Working with Content for a complete list of
available asset types.

l RETIRE DATE: The date the asset is set to retire. within the specified
date range.

Columns for CSV Download

The following columns are available in the Skillsoft Content Status report when
you download it from for the Retiring Soon tab:

l ASSET UUID: A unique identifier for a specific content asset. Content

UUIDs are mapped to activity codes in SumTotal Learn and are also used
with third-party learner management systems.

l ASSET ID: Unique identifier for a specific content asset.

l CONTENT TITLE: The title of the asset.

l CONTENT TYPE: The type of asset. See Working with Content for a com-
plete list of available asset types.

l RETIRE DATE: The date the asset is set to retire. within the specified
date range.

l TOTAL UNIQUE USER ACCESSES: The all-time, cumulative, total num-

ber of individual users that accessed an asset, not limited to a date range.

l REASON FOR RETIREMENT: A description of why the content item is

being retired. The options include:

l TECHNOLOGY_NOT_SUPPORTED: Technology required for the

course is no longer supported

l TECHNOLOGY_VERSION_NOT_SUPPORTED: Technology ver-

sion is no longer supported

l CONTENT_OUT_OF_DATE: Content is out of date

Copyright © Skillsoft Ireland Limited - All rights reserved. 567

 l EXAM_RETIRED: Exam is retired

l REPLACEMENT_CONTENT_AVAILABLE: New or updated con-

tent is available

l REPLACEMENT CONTENT ID:The unique identifier for a specific con-

tent asset that replaces the retiring one. There may be more than one ID
listed.

l REPLACEMENT CONTENT TITLE: The title of the asset(s) that are

replacing the retiring one.

Copyright © Skillsoft Ireland Limited - All rights reserved. 568

Settings
Use Settings to customize and configure your Percipio experience. Available
settings include:

l Site Configuration: Manage the global parameters for your entire Percipio
site.

l Site Branding: Customize the colors and logo for Percipio-generated noti-
fications, Percipio for the Web, and the Percipio Mobile App

l Engagement and Notifications: Manage Percipio-generated emails and

Digital Badges

l Corporate Use Policy: Set up a Corporate Use Policy in one or more lan-
guages for your organization

Site Configuration
From the Settings menu, select Site Configuration to implement global set-
tings for your entire Percipio site. These settings include:

l Site features

l Content Settings

l Completion settings

l Internal support contact

l Security and login

l Self registration

Site Features
From this page configure how your instance of Percipio behaves for the learner.

Access this page from the Settings menu and Site Configuration, then Site
Features.

Copyright © Skillsoft Ireland Limited - All rights reserved. 569

Feature Settings

The following settings are in this section:

Ask a Mentor

Selected by default, this setting displays the Ask a Mentor link. This set-
ting applies to Percipio for the Web, Percipio mobile app, and ELSA.
With Ask a Mentor learners can connect with Skillsoft mentors dir-
ectly from the course or channel to get advice and answers to ques-
tions via live chat or email. This is great for those learners seeking
certifications or studying difficult topics.

l Ask a Mentor - Channel level access: Displays the link from

select channels .

l Ask a Mentor - Course level access: Displays the link in the

course player for select courses. This features stays with the
course if the course is added to a custom channel or journey.

Allow note taking

Selected by default, this setting allows learners to capture important

points and concepts as notes within a course or audiobook. Learners
can reference their notes at any time, helping them recall what they
learned and apply it on the job.

When this setting is selected, learners see a Notes tab within the
course and audiobook player and a Notes page under their profile,
which contains a collection of all the notes the learner took for all con-
tent items listed as hyperlinks for easy reference.

Allow sharing of content

Selected by default, this setting allows learners to share content with

other Percipio users in your organization through email or by copying a

Copyright © Skillsoft Ireland Limited - All rights reserved. 570

 link. Sharing aids in learner engagement and retention. When this set-
ting is selected, learners see the share icon on content cards.

Allow learners to create and share multiple playlists

Selected by default, this setting allows learners on both Percipio web

and the mobile app to create multiple playlists to categorize saved con-
tent. They can also share any one of their multiple playlists with other
learners in your organization.

If selected, learners see the option to Add/Remove playlist from the

more action menu on content cards and can manage their playlist from
their profile.

If the setting is not selected, learners have access to the default Save
for Later playlist that cannot be shared.

Add external learning

Selected by default, this setting allows learners to add learning that

they did outside of Percipio and have it become part of their Percipio
activity. For example, they can add articles read, courses taken, or con-
ferences attended. You can report on this learning from the Learning
menu, External Learning.

Audience owner emails

Selected by default, this setting sends a user an email notification

when their audience ownership changes. Changes can occur as a res-
ult of a team automation rule updating or a site admin changing the
audience owner of an individual audience.

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 l When selected:

l Audience owners get an email if they are added or

removed as an audience owner.

l The option, Send an email to audience owners when

their audience is created, displays in the team auto-
mation rule creation process allowing you to determine noti-
fication independently for each rule.

l When not selected

l Audience owners do not get an email if they are added or

removed as an audience owner.

l The option, Send an email to audience owners when

their audience is created, does not display in the team
automation rule creation process.

Allow Percipio to collect job role from learners

Selected by default, this setting allows Percipio to prompt learners to

select their job role from an existing list during onboarding for new
users and from the home page for existing users. If users bypass the
prompt, they can specify their job role at any time from the Role page.
Percipio uses job role data to provide personalized content recom-
mendations on the user's home page specifically tailored to skills
needed by that job role.

When the setting is unselected, learners cannot enter a job role and do
not get job role recommendations.

For more information about job roles, see the FAQ.

Allow Percipio to present guides and surveys to user via Pendo

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 Selected by default, this setting allows your learners and admins to get
system notifications, instruction guides, and surveys via Pendo, a Skill-
soft-approved third-party data subprocessor.

l Notifications, guides, and surveys are targeted to specific groups

of users. For example, learners do not get admin notifications,
seasoned users do not get onboarding instructions, users not
using a feature do not get surveys asking how they like it.

Examples: Notifications can come in the form of a

pop up drawing attention to a feature showing on
the page that just released. Guides can come in the
form of a pop up walking your through how to do
something or showing a new user different features
of the product. Surveys can show as a button allow-
ing you to give feedback on a particular feature.

l Skillsoft uses the data collected by Pendo to build a better exper-

ience for all users.

l All user data is anonymized; Pendo does not capture any per-
sonalized identifying information (PII) about any user.

l To help us better service you, please keep the feature checked.

Only uncheck it to meet accessibility standards (this feature does
not yet conform to WCAG accessibility standards).

Automatically scroll banner promotions

Selected by default, this setting improves visibility of banner pro-

motions by allowing multiple banners to automatically display one after
the other every 7 seconds.

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 When the setting is unselected, learners must manually scroll through
the list of banner promotions to see them.

To meet accessibility guidelines, each learner has the ability to pause

or start their own display. The learner override setting persists until
they change it.

Reporting Parameters

The Average annual salary per employee ($) figure is a US dollar amount
used by the Estimated Value charts to calculate several key business metrics
showing the ongoing value to your organization accrued through use of Skillsoft
content solutions. The reporting parameter currently only supports US dollars.

To change it, type in a new number. The Estimated Value charts update when
you save this information.

Course Feedback

Options in this section impact whether the learner can provide feedback on
Skillsoft and customer courses. The option to give feedback is only available
from Percipio for the web, not the mobile app. The Content Evaluation report
tracks all results from the standard 8-question Skillsoft survey for both Skillsoft
and custom courses.

Options available include:

l Feedback on Skillsoft Courses: Selected by default, this setting dis-

plays a Give Feedback button in Skillsoft-only courses. The Give Feed-
back button displays under the Take Test button of the course window
and also on the Test Results page.

l Automatically display survey: Unselected by default, this setting,

when selected, automatically opens the survey after a learner com-

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 pletes a Skillsoft course. If selected, learners still see the Give
Feedback button.

l Feedback on custom courses: Unselected by default, this setting,

when selected, allows you to gather feedback for custom courses (AICC
or SCORM). Learners can access Give Feedback from the More actions
menu. All custom courses use the same survey. If selected, choose one
of the following survey options:

l Feedback on custom courses: Unselected by default, this set-

ting, when selected, allows you to gather feedback for custom
courses (AICC or SCORM). Learners can access Give Feedback
from the More actions menu. All custom courses use the same sur-
vey. If selected, choose one of the following survey options:

l Learners complete a standard Skillsoft survey on their course

experience: Use the standard Skillsoft survey. Results appear in
the Content evaluation report.

l Learners complete a customized survey that can be accessed

in a new window upon course completion:Outside of Percipio,
in a survey tool such as Survey Monkey or Qualtrics, create a cus-
tom survey for use in all custom courses. Enter the URL from the
survey tool to use your custom survey.

Note: Learners can access the NASBA survey from the NASBA
Activity page or from the How to complete link in the title bar at
the top of the course player.

Completion Settings
On this page you can configure a minimum passing score and choose whether
learners can receive certificates of completions.

Copyright © Skillsoft Ireland Limited - All rights reserved. 575

Access this page from the Settings menu and Site Configuration, then Com-
pletion Settings.

Course Completion

In this section, you set the completion criteria for all Skillsoft courses. You can-
not change the completion criteria for any other asset types (such as videos,
audiobooks, books, or TestPreps). Custom course packages include their own
completion criteria (which is set during course creation).

Minimum required assessment score: This number is the minimum score

percentage a learner must score on a course test.

l This minimum score percentage applies universally for all Skillsoft

courses.

l The default score percentage is 70%, but you can customize the value
from 50% to 100%.

l The minimum score percentage displays to learners on the course page,

as part of the course completion criteria.

l This score does not apply to TestPrep exams.

Course is complete when minimum assessment score is achieved:

Selecting this option allows the user to take the assessment without having to
watch any course videos. Use this option to help learners test out of content
they may already know. If the course does not have an assessment, the learner
must watch at least 50% of each video to achieve completion..

Course is complete when all videos are viewed or minimum assessment

score is achieved: This is the default option. When selected, a learner can
either achieve the minimum score or watch at least 50% of every video within
the course for the course to be marked as complete.

l A video is considered viewed (complete) when a learner views at least

50% of the content.

Copyright © Skillsoft Ireland Limited - All rights reserved. 576

 l A learner can complete the course by achieving the minimum score per-
centage on the assessment (test) instead of watching all the course
videos.

l If the course does not have an assessment, the learner must watch at
least 50% of each video to achieve completion.

Course is complete when all videos are viewed and minimum assess-
ment score is achieved. When selected, learners only achieve completion
after they watch all videos (at least 50% of each video) and achieve the min-
imum score on the assessment. If the course does not have an assessment,
the learner must watch at least 50% of each video to achieve completion.

Learning time entry

By default, Percipio doesn't capture learning time for learners when they
access custom external linked content, custom web pages, or custom files. You
can allow learners to enter the time they spend on such content by selecting
this option: Allow learners to enter time spent for non-tracked content
items.

If you allow learners to enter their own time spent learning for these non-
tracked items, the time the learner enters counts toward any learning goal they
set and shows in reports in their total learning time. When you allow learners to
enter time, they can specify time for both types content completion criteria: The
learner opens it and The learner marks it as complete.

Skill Benchmark Completion Interval

Skill Benchmarks allow learners to rate their level of proficiency for a particular
skill. The results of a benchmark show how strong an individual is in that skill
and where they can improve. To help a learner improve, Percipio shows them
specific content recommendations targeted to those questions answered incor-
rectly. The learner then consumes the recommended content and retakes the
benchmark to improve their proficiency.

Copyright © Skillsoft Ireland Limited - All rights reserved. 577

The default number of days that have to pass before a learner can retake the
benchmark is 30 days. You can change this to fit your organization's culture.
The minimum value you can select is 14 days; this gives the learner a chance
to review content before retaking the benchmark.

To change the default:

1. Check the box for: Override 30 days completion interval.

2. Specify the number of days in the Re-take assessment interval (in

days) field.

3. Select Save changes.

After the selected number of days passes, Percipio sends a recommendation

email to the learner prompting them that it is time to retake their benchmark to
improve their score.

Completion Certificates

The settings in this section control whether learners can receive certificates of
completion for either Skillsoft courses and Aspire Journeys or custom
SCORM/AICC courses and custom journeys.

If a learner downloaded a certificate upon completion, and then the item had a
name change, they can download the certificate again to show the new name.

Enable Completion certificates for Skillsoft Content: When selected,

learners see a Download Certificate link next to each eligible, completed Skill-
soft course, Aspire journey, or custom journey on their Activity page. When not
selected, learners do not see the Download Certificate link. See Site Branding
for customizing Skillsoft certificates of completion.

Enable Completion certificates for Custom Content: When selected,

learners see a Download Certificate link next to each eligible, completed cus-
tom AICC or SCORM course on their Activity page. When not selected,
learners do not see the Download Certificate link. See Site Branding for cus-
tomizing custom course or journey certificates of completion.

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Frequently asked questions

Can I set different course completions for individual Skillsoft courses?

No. These settings are applied universally.

Can I set different course completions for my custom SCORM and

AICC course packages?

Yes, but not inside of Percipio. Course completions for custom

SCORM and AICC courses are set during course creation.

My learner passed the course test, but I selected the Authorize course
completion by viewing all videos setting. Does he have to go back and
view all videos in order for the course to be marked as complete?

No. When a course has a test, a passing score automatically marks

the course as complete. Selecting the Authorize course completion
by viewing all videos setting gives the learners the option to skip the
test and just view the videos.

What if a course does not have a test?

When a course does not have a test, the Course is complete when
all videos are viewed criteria applies and a learner must watch at
least 50% of every video within the course for it to be marked as com-
plete.

How are test scores calculated?

Test scores are calculated by totaling the number of correct and par-
tially-correct answers and dividing by the total number of questions.

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 l Single response questions are scored as correct (100%) or incor-
rect (0%).

l Learners receive partial credit on questions that have multiple

answers. (For example, if a learner answers 2 out of 4 answers
correctly on a matching question, he receives a partial credit of
50% for that question).

Does this completion score apply to TestPreps?

No, this setting does not apply to TestPreps. The minimum passing
score varies depending on TestPrep.

Support Contacts
If you offer your own support for Percipio, you can configure the details about
how users contact support with the settings on this page.

Access support contacts

To access the Support Contact page:

1. Select Settings, then Site Configuration.

2. From the left navigation, select Support Contacts.

Support options

There are three options available and you must select at least one to show to
users. You can select all three.

Display Skillsoft help

Selected by default, Display Skillsoft help shows links to contact

Skillsoft Support on the Help page. These links include: Live chat,
Create a ticket, and Call us.

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 This setting also controls the visibility of the Help link on the login
page. When a user selects the Help link on the login page, they can
connect with Percipio Live Help.

If you offer your own support for Percipio, you can prevent all these
links from showing by unselecting Display Skillsoft help.

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 If you choose to keep this setting turned on and also add your own dis-
play link, the label on the login page changes from Help to Skillsoft
help. Help directs the user to your display link.

Internal Support Contact

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 Select this option and add details if you want to specify a person or
department within your organization for learners to contact for things
like forgotten passwords. This contact is shown on the Help page and
in specific scenarios. If you choose not to identify a contact person,
your learners can always reach out to Skillsoft Customer Support.

Information to specify for your internal support contact includes:

l Language selection: Optionally, you can set a different internal

support contact for each language. Choose the language, add
the contact information, then click Save. The default setting is
English and if you do not specify other languages, all learners
see the contact associated to English.

l Name: The person or department's name.

l Phone number: The person or department's phone number that

learners can call for assistance.

l Email address: The person or department's email address that

learners can email for assistance.

l Custom message: Optionally, you can include a custom mes-

sage to your learners. For example, "The Learning Management
department is based in our Baltimore office, and is available from
9am - 5pm ET."

Display additional help link

Select this option and specify details if you want to direct users to a par-
ticular URL to get help with Percipio.

Learners can access the URL from the Get Support button on the
Help page or the Get Support link after selecting the Help link on the
Login page.

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 ->

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 Specify the following information:

l Language: Choose in which languages to offer help. For each

language you select, you need to identify the Title, Message, and

Copyright © Skillsoft Ireland Limited - All rights reserved. 585

 Help link for that language. Percipio does not translate your text.
To use multiple languages:

1. From the Language dropdown, select Manage

languages.

2. Select a language.

3. Specify Title, Message, Help link. The Help link can be dif-
ferent for each language.

4. Repeat steps 1 through 4 to add all desired languages. If a

user selects a Percipio site language you do not define,
they see the English version.

l Title: The text that shows in bold on the Help page or at the top
on the login help page. You need to specify a title in each lan-
guage you selected.

l Message: the text that shows under the title. We recommend

offering some type of guidance or instruction. You must specify a
message in each language you selected.

l Help link: The URL that users go to when they select the Get
Support button from the Help page or the Get Support link from
the login help page. This can be different for each language you
selected.

Frequently Asked Questions

Can I localize the help link or Support contact?

Yes. Under each option, select Language and Manage languages.

Choose a language. For each language you choose, enter translated
and localized information in the fields. If a user selects a Percipio site
language that you did not configure, Percipio shows the user the

Copyright © Skillsoft Ireland Limited - All rights reserved. 586

 English version.

Can I change the Get Support button text?

Not at this time.

Where does the Internal Support Contact information display?

The internal support contact email address displays in all email noti-
fications replacing the default link to Skillsoft Support.

When learners are already signed into Percipio, they can view the
Internal Support Contact information on the Help page.

When a learner signs into Percipio using their Percipio credentials,

and not credentials provided through a single sign-on configuration,
Percipio displays contact information in the following situations:

l When a learner who doesn't have an email address or security

questions configured clicks the Forgot Password? link, the
Internal Support Contact displays on the Forgot Password
screen.

l When a learner clicks the I don't know my email or login

name link, the Internal Support Contact displays on the Contact
Support screen.

l When a learner who doesn't have an email address or password

on file tries to log in for the first time, the Internal Support Contact
displays on the Contact Support screen.

Security and Login

On this page you configure password and security settings including how long
learners can stay logged in before Percipio automatically logs them out.

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Access this page from the Settings menu and Site Configuration, then Secur-
ity and Login.

Security

Prevent users from reusing last five passwords

Selected by default, this option prevents learners from entering any of

their last five passwords when they reset their password.

Prompt users without email on file to provide security questions and

answers

Selected by default, this option allows learners who do not have an

email address in their Percipio user profile to specify security ques-
tions and answers. Percipio automatically prompts the user to specify
questions and answers the second time they log in. Having questions
and answers specified allows learners who forget their password to
access their account without calling for support.

If you know your users will not add an email address to their profile,
you can require that they specify questions and answers by selecting
the option: Make security questions and answers collection man-
datory.

If learners enter their email address on their Account Information page,

the security questions are no longer used and learners are instead
sent a Reset Password email.

For more information on how admin settings impact a learner's first

login experience, refer to User Login Experience.

Automatically redirect users to corporate sign-in screen

This setting is only available to organizations with a SAML integration.

When selected, Percipio redirects users to your corporate sign in page

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 instead of Percipio's sign in page or for mobile users, only shows the
option to sign in using corporate credentials.

l Users without corporate credentials can access your site via the
on-screen link:

https://<sitename>.percipio.com/login.html#/classic

l Unselect this option if you want to give your users the option to
select the corporate sign in page or the direct Percipio sign in
option.

Login timeout

Enter the number of days your users can remain signed in until they are auto-
matically signed out of Percipio and made to reenter their sign-in credentials.

Desktop users: applies to learners accessing Percipio from their desktop

browser. This setting also applies to Percipio ELSA if you are using the cor-
porate login (SAML) at your organization.

1. Select Days, Hours, or Minutes from the drop-down.

2. Enter a numeric value between 30 minutes and the equivalent of 90 days.

By default, desktop users remain signed in for 90 days.

l For Days, the value must be between 1 and 90.

l For Hours, the value must be between 1 and 2,160.

l For Minutes, the value must be between 30 and 129,600

Mobile users: applies to learners accessing Percipio from the mobile app. This
setting also applies to Percipio ELSA if you are using Percipio login at your
organization

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 1. Select Days, Hours, or Minutes from the drop-down.

2. Enter a numeric value between 30 minutes and the equivalent of 90 days.

By default Percipio mobile app users remain signed in for 30 days.

l For Days, the value must be between 1 and 90.

l For Hours, the value must be between 1 and 2,160.

l For Minutes, the value must be between 30 and 129,600

Note: These timeout durations apply to both SAML (corporate cre-

dential sign in) and non-SAML (Percipio credential sign in) sites.

Login timeouts go into effect the next time your learner signs out
of Percipio. When you change your timeout values, Skillsoft
recommends you send a notification to your learners asking them
to sign out of Percipio.

Multi-factor authentication via email

Multi-factor Authentication (MFA) is a secure authentication method that

requires users to prove their identity by supplying two or more factors when
they log in. MFA can only be used with Percipio login credentials, not single
sign on configurations.

In addition to a user's login credentials, you can have users enter a 6-digit
authentication code that they get to their email address that is saved in Per-
cipio.

MFA is off by default. When MFA is on, it works for users logging into the web
and the mobile app.

To turn on and configure MFA:

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 1. Select Enable Multi-factor Authentication (MFA) via email.

2. Choose if you want MFA to be on for just admin roles (site admins, learn-
ing admins, managers, content curators, content coordinators, and cus-
tom roles) or all users, including learners.

3. Choose if you want MFA to remember a user's device. If your users log
into Percipio from shared devices, we suggest that you do not check this
box.

4. Select Save changes.

The next time the user logs in they are prompted to enter their login credentials
and then a 6-digit code that they receive in their email.

Frequently asked questions

Can my learners log into Percipio using their corporate credentials?

Yes, if you have SAML enabled on your site. You must enable the
Automatically redirect users to corporate sign-in screen setting.

How do I turn on or off site security questions?

Use the Prompt users without email on file to provide security

questions and answers setting. This setting only applies to learners
without an email address in their Percipio user profile.

What if the learner does not have an email address specified in Per-
cipio?

If the user does not have an email associated with their Percipio user
account and you have MFA turned on, Percipio prompts the user to
enter an email address and then sends the code to that email address.

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Site Branding
Customize visible elements of the Percipio user experience such as logos,
graphics, and colors. When you activate branding changes, all of the following
interfaces are updated:

l Percipio for the Web

l Percipio mobile app

l Percipio-generated notifications

l Certificates of completion for Skillsoft courses and Aspire Journeys, not

including NASBA or PMI/PDU courses, if turned on for your site

l Certificates of completion for custom courses and journeys if turned on

for your site

Changing the brand

To change the brand of the Percipio user interface, certificates of completion,
and notifications:

1. From the Settings menu, select Site Branding.

2. Make any adjustments to logo, colors, and graphics.

Changing logo, search banners, and header background and text

colors for the user interface, email notifications, and completion
certificates

From the Headers and platform search banner section, you

can change the following fields.

Note: The custom logo added in this section dis-

plays on completion certificates if an alternate logo
is not specified. Completion certificates for SLDP

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 and MIT co-branded courses, NASBA, and
PMI/PDU courses do not use any custom logos or
colors. For learners to see their completion cer-
tificates, ensure the feature is turned on in Site Con-
figuration - Completion Settings.

Logos l The logo displays on the

header of pages in both the
web and mobile apps, as
well as in certificates of
completion and email noti-
fications.

l Percipio checks all

uploaded images for vir-
uses.

l Recommended file spe-

cifications:

n maximum size of 2
MB

n transparent .png

l Recommended minimum
image dimensions:
480x120 pixels

l Uploaded images scale

down to a 160x40 pixel
size, so uploading any mul-

Copyright © Skillsoft Ireland Limited - All rights reserved. 593

 tiple of these dimensions
scales accordingly (for
example, 480x120,
640x180, 800x200, etc.).

Percipio requires a logo file. If

you do not have one, Percipio
reverts to the Skillsoft logo. Per-
cipio displays the custom logo in
the user interface and email noti-
fications. Certificates of com-
pletion only receive this custom
logo if an alternate logo is not
specified in the Completion cer-
tificate section of this page.

If you do not add a custom logo

for your site and do not specify
an alternate logo, Percipio uses
no logo in the certificate for cus-
tom courses or journeys, but
uses the Skillsoft logo in the cer-
tificate for Skillsoft courses and
Aspire journeys.

Completion certificates for

NASBA and PMI/PDU courses
do not use any custom logos.

Header background The background color for the

color header banner of the web and

Copyright © Skillsoft Ireland Limited - All rights reserved. 594

 mobile apps as well as for email
notifications.

Primary icon and text color for

Header default text color
the header.

The color of the text and icons

Header hover and active
when a user hovers the mouse
text color
over them.

Admin sub-menu selec- This setting affects the menu

tion strip that appears for admin-
istrators. Choose one:

n Dark version: dark back-

ground with white text

n Light version: white back-

ground with dark text

The color of the main text on the

search banner.
Search banner text color The search box background is
always white and the search text
is always black.

Search banner back- The main background image for

ground image the home page search banner.

l This image appears only in

the web app.

l This image only appears if

there are no banner pro-

Copyright © Skillsoft Ireland Limited - All rights reserved. 595

 motions.

l Recommended file spe-

cifications:

n Maximum size 2 MB,

.png or .jpg

n Minimum width
1280x232 px

l This image displays at full

browser width and scales
down as the browser res-
izes while maintaining the
aspect ratio.

l The original Skillsoft search

banner image size is
2297x416.

l The banner image should

use a picture with an integ-
rated filter to maintain con-
trast with the search box
and search banner text
color.

Changing button colors for user interface and email notifications

From the Button color section, you can change the following
field.

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 Button default color This setting is for primary and
secondary buttons:

l Primary buttons use the

default color as the back-
ground with white text.
When you roll over the
primary button, the color is
a few shades darker.

l Secondary buttons have a

white background and use
the default color for the
text. When you roll over the
secondary button, a sec-
ondary outline appears
around the button.

Primary buttons may appear in

some email notifications.

Changing graphic on Login page

From the Login page section, you can change the following
field.

Background image on This image appears on the login

Login page page.

l Recommended file spe-

cifications:

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 l Maximum size 2 MB,
.png or .jpg

l Recommended minimum
image dimensions:

l 1280 x 720 pixels

l 16:9 ratio

l This image displays at full

browser width and scales
down as the browser res-
izes while maintaining the
aspect ratio.

l The login box where

learners enter login cre-
dentials is 410x728 pixels
but does not scale as the
browser resizes. At small
browser widths the login
box could cover 50% of the
image.

Changing logos and colors only for completion certificates

From the Completion certificate section, you can change the

following fields for completion certificates only, separate from the
user interface and email notifications.

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 Note: The logo and colors specified in this section
appear only on completion certificates. To ensure
your learners see their completion certificates,
ensure the feature is turned on from Settings - Site
Configuration - Completion Settings.

Logos l The logo displays in the

upper right corner of the
completion certificates.

l Percipio checks all

uploaded images for vir-
uses.

l Recommended file spe-

cifications:

n maximum size of 2
MB

n transparent .png

l Recommended minimum
image dimensions:
480x120 pixels

l Uploaded images scale

down to a 160x40 pixel
size, so uploading any mul-
tiple of these dimensions
scales accordingly (for
example, 480x120,

Copyright © Skillsoft Ireland Limited - All rights reserved. 599

 640x180, 800x200, etc.).

If you do not specify a logo here,

Percipio uses the site logo you
specified in the Header and Plat-
form banner search section for
your Percipio site.

If you do not add a custom site

logo and do not specify an altern-
ate completion certificate logo,
Percipio uses no logo in the cer-
tificate for custom courses and
journeys, but uses the Skillsoft
logo in the completion certificates
for Skillsoft courses and Aspire
Journeys.

Completion certificates for SLDP

and MIT co-branded courses,
NASBA, and PMI/PDU courses
do not use any custom logos or
colors.

Primary color This setting is for primary color of

the certificate.

Secondary color This is the setting for the sec-

ondary color of the certificate.

3. To apply all changes to all interfaces, ensure Activate branding check

box is selected. If you leave the Activate branding check box unse-
lected, changes are not applied, they are only stored in a draft state.

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 4. Click Save to apply all changes or store all changes in draft state.

5. To ensure your learners see their completion certificates, ensure the fea-
ture is turned on from Settings - Site Configuration - Completion Settings.

Restoring to system defaults

You can restore any branding changes to system defaults by clicking Reset all
to Percipio look & feel from the top right corner of the Site Branding page.

Engagement and Notifications

From the Settings menu, use the Engagement & Notifications option to man-
age your Percipio-generated emails, push notifications, and engagement fea-
tures.

The setting has five pages from the left navigation menu:

l Email Settings

l Email Campaigns

l Engagement

l Mobile App

l Social Learning

Email Settings

Organization name

You typically define the Organization name during initial site set up. If
you did not and nothing is specified, we recommend entering your com-
pany's name or a department name in the text field. This field cannot
contain the following characters: : ; < > @ [ ] , " \ ( ) (colon, semi
colon, greater than, less than, at symbol, square brackets, comma,
quotation marks, backslash, and parentheses).

The Organization name can display in two places.

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 l As the default Menu category option when creating a custom
area. You can edit how this displays in the Library.

l In Percipio generated email notifications. Use the following

checkbox to control this.

Use the Use the Organization Name to personalize emails

coming from Percipio setting to control the display of your
organization's name in Percipio-generated email subject lines,
email body text, and From: fields. If you put this setting to On,
you can increase learner engagement by providing better con-
text in emails from Percipio.

l (Default) On: Replaces "Percipio' with the name entered in

the subject lines, body, and From: field for all Percipio-gen-
erated emails, including assignment, audience owner, Wel-
come, Re-engagement, and password reset emails.

l Off: All emails include "Percipio" instead of an organization

name.

Show username and users' email address on email templates

Your organization uses single sign-on (SSO), but your users can sign
into Percipio with the user name or email address provided when
learners were added to Percipio. If you only want learners to sign in
with your organization's SSO, disabling this setting omits user names
from all email.

l (Default) On: Includes user names/email addresses in all Per-

cipio email.

l Off: Omits user names/email addresses from email. Note that

user names/email addresses are still in user accounts and can
be used for sign in.

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Email template language

This controls the default language for the Percipio-generated emails.

Emails are sent out in the selected language to those learners who
have not signed in and selected a site language.

Note: If your learners select a different language for their

Percipio emails, their setting overrides this global setting
for their profile only. If you upload a CSV file of learners
with language preferences, these override the email tem-
plate language. When learners do not select a language,
all of their emails are sent in English.

To set a default email template language

1. From the drop-down list, select the default language in which you
want your emails sent.

2. Click Save email template language.

Email collection

The Allow Percipio to collect email addresses if missing setting

allows you to prompt users without an email address in their profile to
provide their email address for the purpose of receiving Percipio com-
munications such as live course and assignment reminders.

l (Default) On: Prompts users to add their email address the

second time they sign into Percipio. The user can respond to the
prompt in two ways:

l The user can choose Ask me later, and the next time they
login, Percipio prompts them again.

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 l The user can select Don't show again, Percipio respects
that and won't prompt them with the next login attempt.

l Off: Does not prompt users to add their email address. Learners
can still add an email address from the My Profile page.

Users who are not associated with a license pool, and only have
access to Percipio Compliance, are also prompted to add an email
address.

Email Campaigns

Career Journeys emails

If you purchased Career Journeys as an add-on, you have the option

to send an email to only the learners who can access them. This email
notifies the learner about what a Career Journey is, how to access it,
and how to get the most out of it.

To send a Career Journey email:

1. Select the Career Journey from the list.

2. Select which audience population to include in the email. You

have two options:

l Limited eligible users: Select this option if you want to

send an email to only those users who are new to the
Career Journey or did not open a previous Career Journey
email from at least 14 days prior. Users who received a
Career Journey email within the last 14 days, do not
receive this email.

l All eligible users: Select this option if you want to send an

email to all users.

3. Select Send Career Journeys email.

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 To view a sample Career Journey email, see Career Journey emails.

Welcome emails

The Sending Welcome Emails to new users setting controls the

type of Welcome and reminder emails that are sent when creating or
editing users.

The setting choices are:

l Send full welcome email series to new users: All new users
receive an initial welcome email. New users with access to at
least one license pool can receive up to five additional reminder
emails. This is the default setting. If a user does not access the
site within a few days after receiving the initial welcome email,
Percipio sends reminder emails until the user signs in.

NOTE: Users with access only to compliance con-

tent do not receive reminder emails, only the initial
welcome email.

l Send a welcome email to new users by default: Percipio

sends a single welcome email to all users by default, without any
follow-on reminder emails.

l Don't send by default: Percipio does not send any welcome

emails by default. You choose whether or not to send a single
welcome email at the time you are creating or editing a user.

The Email Template setting allows you to switch between the Per-
cipio default email templates and custom email templates. If you
choose Custom, you can customize the email subject line, header,
pre-header, and introductory text. For more details, see Customize
Welcome and Reminder Emails.

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To see a sample welcome email, see Welcome emails.

Note: Percipio sends emails based on what is currently

selected. If a learner received the first two emails in the
series as custom, but then you switch to default, the third
email will be the default email. Switching from custom to
default and back again retains any customizations made.

The Sending Welcome Emails to existing users setting includes a

Send Welcome emails button you can click to send email to existing
users who have not yet signed in.

1. Click the Send Welcome emails button.

2. Choose either Send to all users who have not signed in or

Send to selected audiences who have not signed in.

a. If you chose the latter, notice that all audiences are selec-
ted by default. Click the checkmark, to unselect the audi-

ences in the list who should not receive the welcome email.
At this point, you may want to unselect the All Users audi-
ence to prevent everyone from getting welcome emails.

b. Alternatively, click the checkmark, next to Select All to

unselect all audiences then, select click the next to

each audience who should receive the welcome email.

3. Click Send Welcome Emails. Percipio sends welcome emails

to all users who have not yet signed in.

Note: If you use the Send Welcome emails button,

there is a 48 hour delay before you can use the button
again. The button is disabled during this 48 hour period.

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Re-engagement emails

Re-engagement emails help drive your users back to Percipio to

engage with the content. If your users do not access content for 30
days, Percipio sends a weekly email that includes new and recom-
mended content. The recommendations are based upon a user's
selected skills and whether they took a Skill Benchmark. If the learner
took a Skill Benchmark more than 30 days previous, the email also con-
tains a section reminding the learner to retake their benchmark to
gauge their progress.. The weekly email stops when the user signs
back into Percipio, or when the user does not access content for eight
weeks, whichever comes first.

l (Default) On: Sends Re-engagement emails to learners who

have not accessed content for 30 or more days.

l Off: Does not send Re-engagement emails. If this setting was on

and you turn it off, Re-engagement emails stop immediately.

When this setting is turned on, learners can still opt out of these emails
via their Account Information page or from the Unsubscribe link at the
bottom of each email.

If you want to send re-engagement emails only to a specific groups of

users:

1. Click Select Audience. By default all audiences are selected.

2. Unselect all audiences, then find the audience you want to target
and select it. Or simply unselect just those audiences who
shouldn't get the email.

3. Click Save audiences. Emails only go to those in that audience

who have not accessed Percipio in the last 30 days.

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 Note: You can add an audience at any time. Learners in
the newly added audience receive all 8 weeks of emails if
they remain inactive for the duration and do not opt out.

The Email Template setting allows you to switch between the Per-
cipio default email template and a custom email template. If you
choose Custom, you can customize the email subject line, header,
pre-header, and introductory text. For more details, see Customize
Re-engagement Emails.

To see sample re-engagement emails, see Re-engagement Emails.

Recommendation emails

If your learners are active, and accessed Percipio content within the
last 30 days, you can opt to send them a Recommendation email.
When you enable Recommendation emails, Percipio sends a weekly,
personalized email that includes new and recommended content as a
reminder to continue learning. If the learner took a Skill Benchmark
more than 30 days previous, the email also contains a section remind-
ing the learner to retake their benchmark to gauge their progress.

l (Default) On: Sends Recommendation emails to active learners

who accessed content in the last 30 days.

l Off: Does not send Recommendation emails. If this setting was

on, and you turn it off, Recommendation emails stop imme-
diately.

When this setting is turned on, learners can still opt out of these emails
any time via their Account Information page or from the Unsubscribe
link at the bottom of each email.

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 To see sample recommendation emails, see Recommendation
emails.

Retiring and recently added content emails

By default, Percipio sends a monthly email that contains a link to the

Skillsoft Content Status report to Percipio user roles that can access
this report. The report shows the specific assets impacted so that you
can update assignments, channels, journeys and content promotions
as necessary.

l (Default) On: Enables monthly email alerting you about retiring

assets due to be removed and assets being added.

l Off: Disables the email.

To see sample emails, see Retiring and Recently Added Content

Emails.

Live Course Emails

You can license Skillsoft live courses, such as bootcamps and lead-
ercamps. You can also configure your own live courses in Percipio.
You can choose how learners get notified regarding live courses. The
options include:

l Notifications for Skillsoft live courses: Percipio always sends

email notifications for Skillsoft live courses. You cannot turn off
the notifications, but you can configure how many email remind-
ers learners receive when they are registered for a class.
Learners receive the emails about Skillsoft live courses when the
following happens:

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 l Learner registers for or cancels a class

l Learner joins a wait list

l Administrator modifies or cancels a class the learner is

registered or wait listed for

l Administrator adds a class to a course that the learner has

added to their playlist

l The class is starting soon. You can choose whether the

learner receives one email or three emails:

l Send full reminder email series (3 emails): If

selected, Percipio sends the first email 7 days prior to
the start of the class, the second email 3 days prior to
the start of the class, and the last email 1 day prior to
the start of the class. Percipio does not send emails
on weekends. If a class starts on a Monday, the
learner only receives the first two emails.

l Send a single reminder email: If selected, Percipio

sends one email reminder 3 days prior to the start of
the class.

l Notifications for Custom live courses: If you are using Live

Course, instructor-led training you have the option to have Per-
cipio send email notifications to learners and administrators. All
notifications are either on or off.

When you set this option to On:

l Learners receive the emails about custom live courses

when the following happens:

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 l Learner registers for or cancels a class

l Learner joins a wait list

l Administrator modifies or cancels a class the learner

is registered or wait listed for

l Administrator adds a class to a course that the

learner has added to their playlist

l Administrator or manager approves or denies a regis-

tration request

l The class is starting soon. You can choose whether

the learner receives one email or three emails:

l Send full reminder email series (3 emails):

If selected, Percipio sends the first email 7 days
prior to the start of the class, the second email 3
days prior to the start of the class, and the last
email 1 day prior to the start of the class. Per-
cipio does not send emails on weekends. If a
class starts on a Monday, the learner only
receives the first two emails.

l Send a single reminder email: If selected,

Percipio sends one email reminder 3 days prior
to the start of the class.

l Administrators receive emails when:

l Learners register for a class that requires approval.

This is a daily email; it is not a separate email for
each request.

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 l Approval Managers receive emails when:

l Learners register for a class that requires approval by

them. This is a daily email; it is not a separate email
for each request.

To see sample emails, see Live Course emails.

Engagement

Digital Badges and Digital Badge notifications

Learners can earn Digital Badges upon completing select content

items within Percipio. Enabling Digital Badges reduces your admin-
istrative efforts, increases adoption, and drives learner engagement
within the organization.

You can offer Skillsoft Digital Badges for Skillsoft courses, tracks, and
Aspire Journeys and you can create your own custom Digital Badges
for custom tracks and journeys.

When you turn on Digital Badges, the following occurs:

l When a learner meets the completion criteria for an item, a

badge automatically generates and displays on the learner's
Digital Badge page.

l If a learner completed an item prior to Digital Badges being

turned on, they can open the item and select Generate badge to
claim their badge.

l By default, all Skillsoft badges earned are public. Learners can

choose to make their badges private.

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 l Percipio admins with reporting privileges for the Learner Activity
report can see which users earned badges even if the learner
opts to make their badges private.

l When learners select a badge from the Percipio Digital Badge

page, Accredible creates an account for them using the email
address associated with their Percipio user account.

When you turn off Digital Badges after they were on, learners can still
access their previously earned badges from Percipio by selecting
them, but they cannot earn new badges.

Settings for Skillsoft Digital Badges:

l Allow learners to earn Digital Badges for course com-

pletions

l (Default) On: Enables learners to earn badges for the com-

pletion of select courses within Percipio

l Off: Disables badges for courses.

l Allow learners to earn Digital Badges for track completions

l (Default) On: Enables learners to earn badges for the com-

pletion of tracks within Skillsoft Aspire Journeys

l Off: Disables badges for tracks.

l Allow learners to earn Digital Badges for journey com-

pletions

l (Default) On: Enables learners to earn badges for the com-

pletion of an entire Skillsoft Aspire Journey. This setting
doesn't apply to custom journeys.

l Off: Disables badges for journeys.

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Settings for custom Digital Badges:

l Allow learners to earn Digital Badges for custom track com-

pletions

l (Default) On: Turns on the ability to create custom digital

badges and allows learners to earn badges for the com-
pletion of tracks within custom journeys.

l Off: Disables badges for tracks.

l Allow learners to earn Digital Badges for custom journey

completions

l (Default) On: Turns on the ability to create custom digital

badges and allows learners to earn badges for the com-
pletion of custom journeys.

l Off: Disables badges for custom journeys.

Allowing learners to take badges with them

If you want to allow learners to access their earned Digital Badges if

they leave your company for whatever reason, the learner must reset
their password on their Accredible account and link an email address
to it before they leave.

Digital Badges Notifications:

When you turn on Enable "Badge Earned" emails:

l Any learners who earned a Digital Badge receive up to two

emails per week with their Digital Badge information.

l Site Admins receive a single email on the first Monday of each

month with the total number of Digital Badges earned within the
organization during the previous calendar month, plus a link to
the Learner Activity report. Digital Badge data is also listed in the

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 Executive report.

Note: Course statuses in the Learner Activity report

are irrespective of badge issuance dates. If a
learner accesses a course during the date range
specified but a badge was earned outside of that
range, the report still includes a row for the course
access/activity irrespective of when a badge was
earned.

By default, this setting is set to On.

l (Default) On: Sends both the learner emails (up to two emails
per week ) and admin emails (once monthly).

l Off: Does not send either the learner or admin emails to your
organization.

When this setting is turned on, learners can still opt out of these emails
via their Account Information page or from the Unsubscribe link at the
bottom of each email.

Learning Reinforcement Notifications

Drive retention with reinforcement push notifications. Learners tend to

forget 90% of what they learn within the first month. Research proves
that information presented over spaced intervals is learned and
retained more easily and more effectively.

When you keep the Learning Reinforcement Notifications setting

On, the following happens:

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 l When a learner completes a course that contains flashcards,
they receive up to 2 push notifications over the next 30 days,
starting on the Tuesday after the initial completion.

l The second notification comes out two weeks after the first noti-
fication.

l Each notification contains a link to the My Flashcards page in

the Percipio Mobile app where the learner can test their reten-
tion.

l If the learner completes more than one course in a 30 day

period, Percipio still sends only 2 total notifications in the 30 day
period.

l 30 days after the learner stops completing courses, Percipio

stops sending push notifications.

If you switch the Learning Reinforcement Notifications setting Off,

learners receive no push notifications linking them to the My Flash-
cards page. Learners can still access the My Flashcard page from the
profile drop down menu of the mobile app.

Learning Goals and learning goal notifications

With learning goals, Percipio learners can set a weekly learning goal of
15, 30, 45, or 60 minutes, track progress, schedule learning time in
their calendars, and receive encouraging reminders. A week starts on
Monday and ends on Sunday. Learners can see learning goals from
both the web and mobile devices.

There are two settings for learning goals:

l Allow users to optionally set a Learning Goal. The default is

on. This allows learners to choose a weekly goal and track

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 progress.

l Allow Percipio to send Learning Goal reminders to mobile

app users through a push notification. The default is on. This
enables push notification reminders, encouraging learners to
keep up with their learning goal each week. In addition to this set-
ting, learners also need to enable push notifications on their
devices. If a learner hasn't finished their goal by Thursday, they
receive the reminder.

Some content cannot be tracked against a goal because Per-

cipio can't track its duration. This mostly occurs for items that are
linked outside of Percipio. If you launch an item that Percipio
can't track, Percipio displays a message telling you that con-
suming this content won't count toward your weekly learning
goal.

Mobile App

Promote the Mobile App

Improve learner engagement by enabling Mobile App promotions on

the sign in page, in the footer of pages, and in Percipio-generated
emails. The app allows on-the-go learning with a phone or tablet, plus
includes additional features like offline play and voice control.

l (Default) On: Enables promotion of the Mobile App with links to

the Apple App Store and Google Play.

l Off: Disables the Mobile App promotion.

Social Learning

Questions and Answers (Q&A)

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Skillsoft courses are available with a Q&A tab, which allows learners to
ask a question of your organization's Percipio community about the
content covered in the course. Any learner can answer questions

posed, view questions from other learners, and like questions and

answers. Learners can also follow a course's Q&A and receive email
notifications when activity occurs.

If any question or answer is flagged as inappropriate, site admins

receive a summary notification the day after with all the items that were
flagged as inappropriate. Admins can then follow the link in the email
notification to go directly to the offending content to review and decide
whether to remove it.

You can configure content curators, and content coordinators with per-
missions to also be able to review Q&A responses flagged as inap-
propriate. These roles do not get notified.

The settings available are:

Display Questions and Answers (Q&A) tab in the course player

l (Default) On: Shows the Q&A tab for all courses where Q&A is
available.

l Off: Hides the Q&A tab on all courses.

Allow Q&A to send email notifications to learners (recom-

mended)

l (Default) On: Shows the option within the Q&A tab that allows
learners to follow the Q&A. If learners select to follow a course's
Q&A, they receive email notifications when someone adds a
question or answer. This setting also controls whether an admin-
istrator gets notified when someone flags a question or answer
as inappropriate.

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 l Off: Hides the option to follow a Q&A and prevents Percipio from
sending any email notifications to learners or admins.

Policy Management
You can manage whether you require users to accept a corporate policy before
they access Percipio. You also have the ability to hide the Skillsoft license
agreement and privacy notice from the login page and footer.

To get started, from the Settings menu, select Policy Management.

Hide standard license agreement

By default, users can view the standard Skillsoft license agreement from the
footer of all pages including the sign-in page. If you do not want users to see the
license agreement, turn this setting Off.

Hide standard privacy notice

By default, users can view the standard Skillsoft privacy policy (privacy notice)
from the footer of all pages including the sign-in page. If you do not want users
to see this policy, turn this setting Off.

Cookie preferences
Individuals may use browser settings to refuse or disable cookies. If an indi-
vidual has disabled or refused all cookies, some parts of Percipio may become
inaccessible or not function properly. Percipio offers the following cookie pref-
erences for your site:

l Percipio cookies: These are required to optimize performance and can-

not be turned off.

l Google cookies: On be default, Google cookies allow Percipio to send

usage data to Google for analysis. Percipio anonymizes all personal
identifying information before sending any data. We analyze how people

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 use Percipio so we can improve it for you. Help us by keeping this switch
on.

Note: If you turn off Google cookies and use Google-related apps,
such as YouTube for linked content, Google cookies will still be
shared in those cases.

See Cookies for more information on how Percipio uses cookies.

Add your custom corporate use policy

You can create a corporate use policy for your users to accept when they first
sign into Percipio. The corporate use policy only appears for each user once
unless you update the policy.

If you create a policy for a language other than English, your users' browser lan-
guage determines which policy displays. If a user's browser language is not
one of Percipio's supported languages, the English policy displays, so you
must have an English version prior to creating it in any additional languages.

To create a custom policy (in English)

1. From the left navigation, click Custom Policy.

2. Select On to have the policy viewable to users from the footer

and sign-in pages. If set to Off, your policy will not display to your
users.

3. Enter a Policy Title.

4. Enter the Policy Content and format your text using the toolbar
options (keyboard accessible instructions).

5. If users need to accept the policy when they sign in, select the
check box next to Require users to accept this policy before
accessing Percipio. If you leave this blank, your policy appears

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 only in the footer and the sign-in page. This setting applies to all
languages.

6. Click Save custom policy.

To create a custom policy (in other languages)

1. From the left navigation, click Custom Policy.

2. Select the Language from the drop down list.

3. Enter a Policy Title and the Policy Content.

4. Repeat steps 2 and 3 for each additional language.

5. Click Save custom policy.

Edit an existing custom policy

Note: When you edit a custom policy and user acceptance is set
to ON, users must accept the policy again prior to signing in.

1. From the left navigation, click Custom Policy.

2. If applicable, click the language drop-down and select the language of the
policy you wish to edit.

3. Modify the Policy Title or Policy Content.

4. Click Save custom policy.

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Understanding Licenses and License Pools
A license pool is a collection of content purchased by your organization. A
license pool consists of assets such as courses, videos, books, book sum-
maries, audiobooks, and audio summaries that are grouped based on subject.
Examples of license pools include Business Advance and the Skillsoft Lead-
ership Development Program. License pools do not include Skillsoft com-
pliance content.

For each license pool you buy, you choose a number of licenses based on your
user population. Each license represents a single learner "seat." You give avail-
able licenses from each pool to groups of learners as you see fit. This is called
license distribution.

Consuming a License
To give a learner access to content within a license pool, you add the learner to
an audience and then associate that audience with one or more license pools.
This is called license distribution.

l When a learner first signs into Percipio, they consume a license from
every pool they are associated with.

l Learners see only the content from the license pools they are associated
with.

l When a learner consumes a license, the learner keeps access to all asso-
ciated content until the rollover date of the license pool.

l There is no way to remove a consumed license from a learner and return

it to the license pool prior to the license rollover date.

Organizations may have one or more license pools depending on the signed
contract. A site admin controls how each license pool gets distributed across
the different audiences.

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Start, Rollover, and Contract End Dates
Each license pool has a start date, rollover date, and contract end date. These
dates are determined in the signed Skillsoft contract. Each license pool auto-
matically rolls into a new license pool annually when it is part of a multi-year
contract.

To help remind you of upcoming expiring license pools, Skillsoft sends you a
notification.

l The start date is the day the content in your license pool is available for
consumption. Learners can access content within Percipio as of the start
date, provided they are in an audience associated with the license pool.

l The rollover date is the day the current license pool expires and a new
one is activated. The new license pool is a duplicate of the existing one
and inherits all audiences that are associated with it. Any consumed
licenses are released at this time.

l Approximately 30 days prior to the rollover date in a multi-year con-

tract, Percipio creates a new license pool with new dates.

l Percipio activates this new license pool on the rollover date and
then removes the old license pool from the list.

l During the transition, users retain access to all content to which

they are entitled.

l Prior to the rollover date, if you removed a user from an audience

that was associated with a license pool, and that user had con-
sumed a license, that license at the rollover date is released to be
consumed by another user.

l The contract end date is the day the content in your license pool is no
longer available for consumption. Learners can still view their assign-
ments and historical data, but they cannot access the content.

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 l If all of your license pools have the same contract end
date: Your site remains active, but learners cannot access any Skill-
soft or custom content. To access custom content, users must be
part of an audience that is associated to at least one current license
pool.

l If your license pools have different contract end dates: Only

the content within the expired license pool becomes inaccessible to
learners. The other (active) license pools are not affected.

l If you want to extend the contract end date of your license

pool: Contact your sales representative prior to the end date.

Note: Skillsoft cannot guarantee that audience that are

associated with a license pool will be preserved if your
license pool expires. Contact your sales representative prior
to the contract end date to renew your Percipio licenses.

License pool renewals

When you renew an existing license pool because your contract is expiring,
or when a license pool automatically rolls over to a new one during a multi-year
contract:

l The existing license pool retires on the rollover date and is replaced with
a new license pool that automatically has the same audience associated
to it as the retired pool.

l All active learners in the associated audience have continued, unin-

terrupted access to the content during the transition to the new license
pool.

l Learners who are signed into Percipio during the transition notice no inter-
ruption in service, but automatically consume a new license.

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 l All other licenses in the new license pool are freed up and get consumed
when learners sign-in again.

l When a license pool reaches its rollover date, it no longer displays as an

option in the License Pool list.

Note: If you are using multi-site management, and if you want the
number of licenses on the child site to renew automatically when
the parent site renews, select Automatically renew with parent
site for each license pool. When selecting this option, the license
distribution to audiences is also retained on renewal.

If you are using multi-site management, you need to reallocate

licenses to all child sites if your contract changes. You then need
to create new license distributions on each child site to ensure
learners maintain access to the content.

If you obtain a new license pool or have any contract changes during a multi-
year contract, you need to associate audiences with the new license pools, as
you did when you first set up your Percipio site.

Viewing content within a license pool

You can see what content is included in each license pool using the Collections
report .

l To access the Collections report, click CONTENT > All Content by Col-
lection within Percipio.

License Pool List

The License Pool list provides details on all the active license pools owned by
your organization.

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1. LICENSE POOL NAME: Unique identifier for a license pool, typically
relating to the general subject and type of assets in the collection. Hover
your pointer over the Language icon to view your organization's avail-

able content languages.

2. START DATE: The day the content in your license pools is available for
consumption. Your learners can access the content in the license pool
once the start date commences provided they are in an audience asso-
ciated with that license pool.

3. ROLLOVER DATE: The day the current license pool expires and a new
one is activated. The new license pool is a duplicate of the existing one
and inherits all audience associations. Any consumed licenses are
released at this time.

4. CONTRACT END DATE: The day the content in your license pools is no
longer available for consumption. You cannot see a license pool in the list
once it reaches its end date. See more on contract end date and license
pool renewal.

5. PURCHASED LICENSES: Total number of purchased licenses available

in a license pool.

6. CONSUMED LICENSES: Total number of licenses currently assigned to

users. The number appears in bold if the number of consumed licenses
exceeds the total number of bought licenses.

Copyright © Skillsoft Ireland Limited - All rights reserved. 626

 Note: If there are no more licenses available in a license
pool, a new learner still consumes a license and can access
the assigned the content. New learners are not auto-
matically prevented from joining a license pool.

License Distribution
To make content available to your learners:

1. Add the learner to an audience.

2. Associate that audience to a license pool by creating a license dis-

tribution.

Managing license distribution

You can associate one or more audiences to one license pool. For every asso-
ciation, you create a new license distribution. Sometimes, a learner appears in
more than one audience; this can impact how licenses are consumed:

l If a user is in two audiences associated with a single license pool, they

only consume one license.

l If a user is in multiple audiences associated with two or more licenses

pools with overlapping content, they consume a license in each license
pool. This rule applies even if the content of a particular license pool is a
subset of content that appears in the other license pool.

l If a user is made inactive after signing into Percipio and consuming a

license, they continue to count as a consumed license until the
anniversary date of the license pool. However, they cannot access Per-
cipio.

l If active users are removed from an audience after consuming a license,

they can continue to access that content as long as they have access to
Percipio (not deactivated), or until the license expires.

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 Note: If you plan to use Percipio for custom content only, your
learners still require access to at least one Skillsoft license pool
before they can see your custom content.

License Distribution List

The License Distribution List displays details about your audiences and all
license pool assignments.

l New License Distribution: Click to create a license distribution.

l AUDIENCE: An audience is a subset of your user population that you

define. For each audience you can manage the allocation of licenses, cre-
ate content assignments, and filter reports.

l LICENSE POOL: A collection of content, purchased by your organ-

ization, that includes learning assets such as courses, videos, books,
audiobooks, journeys, and more. Hover your pointer over the Language
icon to view your organization's available content languages.

l CREATED BY: The User ID of the person who created the audience
association.

l START DATE: The day the content in your license pools is available for
consumption.

l ROLLOVER DATE: The day the current license pool expires and a new
one is activated. The new license pool is a duplicate of the existing one
and inherits all audience associations. Any consumed licenses are
released at this time.

l CONTRACT END DATE: The day the content in your license pools is no
longer available for consumption. You cannot see a license pool in the list
once it reaches its end date. See more on contract end date and license
pool renewal.

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 l STATUS: An audience association is either active or archived. An active
association is current and means the content within the selected license
pool is available to users. An archived association is not actively assign-
ing content. When an audience association is archived, users lose the
ability to access that content unless they have already consumed a
license in it.

l ACTIONS: Click > to archive an audience association.

Create a License Distribution

To give your learners access to content, you must associate the audience they
are in with the license pool containing the content. This is called a license dis-
tribution.

1. Create one or more audiences.

2. From the Admin menu, click CONTENT > License Distribution.

3. Click New License Distribution.

4. Select an audience from the Audiences drop-down list. This list is pre-
populated with the existing Audience List.

5. Select a license pool from the License Pool drop-down list.

Note: When a license pool reaches its rollover date, it no

longer displays as an option in the License Pool list.

6. Click Create.

When you create the new distribution, Percipio calculates the new license
consumption and updates content entitlements for learners.

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