Admin Learning Management — Product Tour

Full walkthrough

1. Enable → Learning holds partner training. Its sub-menus are Sections, Courses, Archived Courses, Assessments and Certifications. Training materials build Sections, Sections and Assessments build Courses, and Courses build Certifications. SCORM, AICC, xAPI and cmi5 packages are supported.
2. View Sections lists every section with its Section Name and Duration. Add creates a section; Delete, Export and Create View act on the list; Search Training Sections finds a section by name, and Filter and Saved Filters narrow it.
3. Create View saves your own column layout for the list, with a live preview of the rows.
4. Filter narrows the list by Section Name and Duration. Apply runs it, and Save Filter stores the combination by name for reuse.
5. Press Next and we'll add a section.
6. Add/Edit a Section takes a Section Name and a Duration in Days, Hours and Minutes, both required, plus a rich-text Description. Press Next and we'll save.
7. View a Section shows the Section Name, the Duration in Days : Hours : Minutes and the Description. Edit and Delete sit at the top.
8. Training Content holds the section's materials. Press Next and we'll add one.
9. Add/Edit a Training Content takes a Content Name, a Thumbnail Image, the Content File Type and — for SCORM — the SCORM Package. The Section is filled in for you, and a rich-text Description sits below. Press Next and we'll save.
10. The new material appears as a card in Training Content.
11. Partners see these materials, in this order, when they open the section.
12. View Courses opens with Add & Manage Courses, then Sort By with its direction toggle, Search Courses and Filter. The grid and list toggle sits on the right.
13. The category tree starts with All Courses and lists each category with its course count. Pick one to narrow the list.
14. Each card shows the course thumbnail and name. Its menu offers Edit and Delete.
15. Press Next and we'll switch to List View.
16. List View adds the description, Created On and Duration for each course, with the same actions.
17. Press Next and we'll open Add & Manage Courses.
18. Manage Course Categories shows the Course Categories tree. Add Category creates a top-level category.
19. Each category's menu offers Edit, Add Subcategory and Delete.
20. Category Information shows the selected category's Name, Sort Order, Status and Description, with Edit.
21. Course(s) shows the courses in Sales Enablement as cards. Add adds a course to the category, and Sort Order sets their sequence.
22. Press Next and we'll open Partner Sales Foundations.
23. View a Course opens in a side panel over View Courses. Edit leads, followed by Delete, Assign To, Clone, Archive and Section Order.
24. Course Information shows the Course Name, Category Name, Duration, Course Image, Description and Externally Hosted URL.
25. Section(s) lists the course's sections, with Add and Sort Order. Press Next and we'll add one.
26. View Sections lists the sections you can link, with their Duration. Search finds one by name. We've checked Deal Registration Basics. Press Next and we'll save.
27. Deal Registration Basics is now linked. Section Order at the top sets the sequence.
28. Assessment(s) attaches assessments partners take with the course. Press Next and we'll add one.
29. View Assessments works the same way, with each assessment's Availability Time and Time Zone. We've checked Golf Assessment. Press Next and we'll save.
30. The assessment is linked, with its Duration and Passing Score.
31. Courses Assignment History shows who the course is assigned to — Assigned To, Type, Access, Assigned On, Status and Completed On.
32. Archive hides a course from active courses. Press Next and we'll archive it.
33. Archive Course asks for confirmation. Press Next and we'll confirm.
34. View Archived Courses now shows Partner Sales Foundations. Its menu offers Activate, which returns it to active courses.
35. View Assessments lists each assessment's Name, Availability Time and Time Zone. Add, Delete and Create View sit on the toolbar, with Search Assessments, Filter and Saved Filters beside them.
36. Press Next and we'll add an assessment.
37. Add/Edit an Assessment opens with Basic Information: Assessment Name, Page Title, Time Zone, Duration in Days, Hours and Minutes, and Points Needed to Pass are required, with an optional Assessment Availability Time.
38. Description explains the assessment. Completion Message holds the Default Success Message and Default Failure Message; ####scored_number#### is replaced with the partner's score.
39. Press Next and we'll save the assessment.
40. View an Assessment shows Basic Information — including Allow Retake, Retake Count and when correct answers are shown — plus the Description and Completion Message. Edit, Delete and Clone sit at the top.
41. Assessment Question(s) holds the questions. Press Next and we'll add one.
42. Start by picking the question Type: Single, Multiple, Dropdown or Descriptive. We've picked Single. Press Next to fill in the question.
43. Now fill in the Question. Assessment, Type and Sort Order are filled in for you; Required and a Validation Message are optional. Press Next and we'll save.
44. The question appears with its Type and Sort Order. Sort Order reorders the questions, and Bulk Upload loads many at once.
45. Score Message(s) shows a message based on the partner's score. Press Next and we'll add one.
46. Add/Edit a Score Message takes Min Points, Max Points and the Message (up to 4,000 characters). Assessment is filled in for you. Press Next and we'll save.
47. The 70–100 tier now sits alongside 1–40 and 41–69, so every score range gets its own message.
48. View Certifications offers Add & Manage Certifications, Sort By (Name, Date or Type) with the sort direction, Search Certificates, Filter and the grid or list toggle.
49. The category tree counts certifications in each category.
50. Press Next and we'll open Add & Manage Certifications.
51. Manage Category shows the certification category tree, the selected category's Information and the Certificate(s) it holds.
52. All Certifications has no certificates yet. Press Next and we'll add one.
53. Add/Edit a Certification takes a Certification Name, Type and Language (all required), a Certificate Image and an Externally Hosted URL. Category Name and Duration are filled in for you.
54. Description explains the certification, and Completion Certificate (required) holds the certificate partners receive when they finish.
55. Press Next and we'll save the certification.
56. View a Certification has Edit, Assign To, Delete and Expand All. Certification Information shows the details, the Badge and the Completion Certificate.
57. Course(s) lists the courses that make up the certification. Press Next and we'll add some.
58. View Courses shows every course as a card you can tick, with Sort By and Filter. We've ticked Golf Course and Campaign Library. Press Next and we'll save.
59. Golf Course and Campaign Library are linked, and the certification's Duration and Total Credits now add them up.
60. Press Next and we'll assign the certification.
61. Assign To picks a User or Group and gives each Read Only or Read-Write access. We've picked the Gold Partners group. Press Next and we'll save.
62. Assignment History now logs Gold Partners. That's admin learning: sections and content, courses and categories, assessments, and certifications.

Questions about this tour

What does the ZINFI Admin Learning Management product tour cover?

The Admin Learning Management tour walks through the module screen by screen in 62 guided steps. Admin-side walkthrough of partner learning — building sections and training content, managing courses and their categories, linking sections and assessments, archiving, authoring assessments with questions and score messages, bulk uploads, and certifications with linked courses and assignments.

Which platform and pillar does Admin Learning Management belong to?

Admin Learning Management is part of the ZINFI Unified Partner Management (UPM) platform, under the Enable pillar.

How long does the ZINFI Admin Learning Management tour take?

About 21 minutes at a normal pace — 62 guided steps through the Admin Learning Management module, part of the ZINFI Unified Partner Management (UPM) platform under the Enable pillar. The tour is self-paced and can be left and restarted from the beginning.

Do I need an account to take the Admin Learning Management tour?

No. There is no sign-up and no demo call. The tour runs in the live interface on sandbox records, so nothing you click changes real data, and you can exit at any step.