General Settings — General Administration Tab Quick Reference Guide
Audience: Main Admin, Sub Admin
Overview
Use this tab to determine general LMS settings, such as log in access, Google Analytics, user status settings, configuration of Admin Navigation, default Timezone, transcript options, and report options.
Enabled Permissions Required to Complete the Following Steps
- General Settings: General Administration
Note: User Group Admins do not have permission to access General Settings.
Steps to Select Administration Options
- From Admin Navigation, click General Settings.
- Click the General Administration tab.
- Enter the Number of records to show per page. This applies to any page that is paginated.
- Click the Restrict access to content files to only logged-in users (if someone enters a URL directly to a piece of content, there will be an error message if they are not logged in; this slightly reduces speed for downloading content files) check box to stop a user from accessing content from outside the LMS.
- Click the Use Licensing. If this is enabled, only users belonging to a licensed user group will be able to log in check box to restrict access to the LMS from unlicensed users.
- Click the Allow user to add additional licenses (will show text box at Log In screen and in user Preferences) check box, if applicable.
- Enter your Google Analytics Code (optional) to allow LMS data to be sent to Google Analytics.
- Click the Anonymize IP addresses sent to Google Analytics check box to send an anonymous IP address when sending data to Google Analytics.
- Click the Add Class Session Attendance button to all sessions check box to display Class Session Attendance button at the bottom of the classroom session screen — this allows a report to run.
Leaderboard
Leaderboards are a great way to use gamification to encourage users to take training.
- Click the Activate Leaderboards check box to allow data for leaderboards to be collected and displayed to students. If checked, the following options display:
- Click the Hide Leaderboard from Students (used for testing) check box to hide the leaderboards from students.
- Click the Show Leaderboards for check box to display leaderboards for all users.
- Click the Completion or Credits Earned radio button to determine how to rank leaderboards.
- Click the Hide Badges from Students (used for testing) check box to hide badges from students.
- Click the Prevent student from registering for overlapping sessions check box to ensure that students cannot sign up for sessions that occur during the same calendar period.
- Click the Force inactivity timeout check box to log students out after inactivity for a specified amount of time.
- Enter the number of Minutes of inactivity before timeout.
- Click the Force timeout on launched content check box to log inactive students out even if they have launched content.
- Select the date format from Certificate Date Field Format drop-down menu to identify how the date will appear on certificates.
Admin Navigation
- Check or uncheck the listed tabs to determine which tabs appear in the Admin Navigation panel. Video Modules can only be selected if Vimeo or Sprout is integrated with the LMS.
Default Timezone
- Select an option from the Date Format drop-down menu to set the default date format for the LMS.
- Select an option from the Time Format drop-down menu to set the default tome format for the LMS.
- Select an option from the Timezone Country drop-down menu to set the default Timezone country for the LMS.
- Select an option from the Timezone drop-down menu to set the default timezone for the LMS.
Transcript Options
- Click the Portrait or Landscape radio button to determine Transcript Orientation.
- Click the Detailed or Minimalist radio button to determine Transcript Layout. Contact TraCorp for more information on a custom layout.
- Select an option from the Order Transcript By drop-down menu to determine how the transcript is sorted.
- Click either the Ascending or Descending radio button to determine the order of the transcripts.
- Click the Group content by Learning Track check box to display content on transcripts by learning track.
- Click the Show CEUs on Student Transcript check box to display CEUs on transcripts.
- Click the List usergroups on transcript/activity report check box to display the user group on both the transcript and the activity report.
- Click the Show Inactive Content check box if inactive content should be displayed on transcripts.
Video Streaming
- Click the Vimeo account, Sprout account, or TraCorp Learning Portal radio button to determine who Video Streaming will be handled by. Note: Video streaming is handled by the Tracorp LMS. A streaming service like Vimeo or Sprout is recommended for better performance.
eCommerce
- Click the Enable Payment Processing to accept payments for LMS content.
- Click the Stripe radio button to use Stripe for payment processing. This is the default and the only option available.
- Enter the Stripe API Publishable Key.
- Enter the Stripe API Secret Key. To get your Stripe API key, you'll need to create an account on Stripe, if you haven't done so already. Once you have your account, you can follow the steps below:
- Log in to your Stripe account. Go to https://stripe.com/ and log in using your email and password.
- Click on Developers on the right side of the menu.
- Click on API Keys. You will be directed to a page that contains your publishable and secret API keys.
- Click Reveal live key to view your secret key. Make sure to handle these keys securely, especially your secret key.
- Enter the Webhook Signing secret. Note: When a purchase is completed, Stripe will use a webhook to notify the LMS of the transaction. To set up a Webhook on your Stripe account, follow these steps:
- Log in to your Stripe account. Go to https://stripe.com/ and log in using your email and password.
- Click on Developers on the right side of the menu.
- Click on Webhooks.
- Click the Add an Endpoint and fill out the form as follows:
- Enter https://<Your LMS URL>/rest/stripe-webhook for Endpoint URL:
- Click the Select all events check box.
- Click Add events.
- Click Add endpoint.
- Click Reveal under Signing secret and copy the value to Webhook Signing secret.
Hide Reports
- Check or uncheck the listed reports to determine which reports are available in the LMS.
User Status
- Determine how many user status categories to use in the LMS.
- Click Add User Status if more than three statuses are needed.
- Enter the tag to use for Active User Status 1. The default is Active.
- Select the color to use from the Status Color for Active User Status 1.
- Enter the from and To days for Range of Days since Last Login. Note: If the student has activity within the days range, they will be considered active.
- Repeat steps 36 through 39 for each status category.
- Click the Mark users as inactive check box to automatically mark users inactive once the criteria has been met. If you don’t click the check box, users will remain active regardless of the criteria.
Click Save Settings.
Click OK.
Best Practices
API documentation can be viewed here: https://<Your LMS URL>/rest/api-tools/documentation. Note: For full access to the API, including your CLIENT TOKEN and pre-configured Postman setup, request API Access by submitting a ticket: https://helpdesk.tracorp.com/index.php?a=add.