Either, by selecting ‘Notify each User on the notification list for this Lesson each time an Event is created (best when just one new Event is created): Or, by navigating to the Lesson notify List, selecting Users and then ‘Notify’. when/if the Event is available for users to book. The User import report identifies any problems or issues with the previous night's data feed, including users not created and invalid/duplicate user information. To take your knowledge to the next level and find out how to work efficiently at scale with Events - including how to create an entire schedule of Events with just. pdf. You are now in 'Internet. Be cautious, as the Lesson Type cannot be changed once created. Custom fields are used to record a specific can be created to record additional information about Lessons, for example; Subject matter experts, Vendor names, additional codes, addresses, references, and admin notes about Events. Specify the 'Target' for the CPD Period. Digital content often changes over time – perhaps to update branding, correct a typo, or more significant changes, for example, to account for new/updated regulatory. 1. The recommended option for mail delivery is setting up SPF and DKIM records. To schedule a report to the Kallidus hosted SFTP server then use this fingerprint value: 2c:07:3f:1e:24:5b:fd:71:16:fc:a8:44:cc:37:cb:8c:ec:05:d7:db. In their simplest form, a token would let you build a message like "Hello, [First Name]" where [First Name]. Step Two: 2. Enabling managers to delete reviews, with some restrictions, should reduce the number of times managers have to contact Perform administrators to delete mis-assigned reviews. Select ‘Submit’ to complete. Sign into your Zendesk account. AICC, on the other hand, involves no direct content upload to the LMS. Step Two: Configure the deadline. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. The app is ‘off’ by default and can be switched on in the Settings area of admin. The Catalogue Code, Title, Description and Category can be specified here. Here's a round-up of everything you need to know. This name will be visible to learners prior to choosing the Lesson they prefer. Navigate to the Assignments page and click "Assign". This will allow them to resync and when you click on the "Edit Personal Details" button the "Change" button should now appear. Select the LMS role 'Tutor' from the list of LMS Roles. We'll follow the journey from the point at which a Manager or Recruiter makes an offer to a candidate, completes the offer form and provides access to the onboarding portal via email. Below is a glossary of terms related to Time Off Tracking in Sapling: Accrual: set amount of time off (in hours) that you gain over a period of time. Our Workday integration allows you to sync new hire data with your Workday account, saving your HR,. Your marketing team may have brand guidelines that determine the choices made here. com [51. Learn - The evaluation recommended form. How do I use Sapling?With Sapling's fully customizable reporting module, you can create reports based on any piece of data stored in Sapling. This article shows how to manage your data retention policy (super Users only). The code is not visible to learners but will be used to identify the Course for administrators. Step Two: Select the individual users to add to the Group. Learn - Business Objects reporting - using Cross Tables. Reach out to accounts@kallidus. Carryover Cap: The maximum amount of hours that someone can rollover from. This is so we can standardise our approach across multiple products and provide the best experience for our learners. Steps to add an evaluation form. This functionality is only available if you have both the Learn and Perform systems. From the Event area, view all Events in the system. . See how many 'Not enabled Users' there are. You'll find this video in the 'Learn walkthrough' eLearning - part of our 'Get started: Learn' Course, the essential starting point for all Learn administrators. JazzHR is a. The history of completed workflows is important for record keeping. The second most common reason for a user account being disabled relates to Leave Dates. This article covers the following topics: How It Works; Overview; Setting up the Integration Step-by-StepHow do I setup Google Analytics 4 upgrade in Learn? You will need to get a new GA4 code to enter into Learn. In this article, we'll explain how to copy training records from one eLearning Lesson to another eLearning Lesson. Enter your SFTP server details into the 'Site Manager' window as shown below replacing sftp. Welcome to Kallidus Customer Support Need to get in touch with our Support Team? Submit a request now Kallidus Status Page Share Feedback See our roadmap Navigate to Settings, and scroll to the 'Share and recommend' section. Navigate to the Event for which User attendance is to be updated. Steps to cancel an Event. Free text vs Item Selection. After creating a workflow, you can add Tasks that belong to that particular. Follow. 3. If your system is displaying the candidate CV as a link, and not simply showing the CV, this may be a browser setting which you need to update on your machine. Select the Catalogue (s) to assign to the Group. Typically, these documents are assigned during Onboarding, Role Transitions, or Offboarding - but you can also assign documents at any point using our. This document describes in detail what features and functions are available to holders of the standard roles. Book a demo. If you're just setting up your Learn view ‘Big picture - build and curate learning’ to see more about Lesson types, and how to organise content in your Learn LMS - including an explanation of the differences between Courses, Catalogues and categories. The most common configuration option lets you choose on any vacancy if you want to use self-scheduling at (e. Please see the attached document for details around editing global email and SMS templates in Kallidus Recruit. Learn - Editing email templates. There are 7 standard LMS roles which can be copied and modified, and new roles can be created from scratch. Scroll to the bottom & Click on 'X' to remove the existing document. In both cases, remember to apply the naming convention your organisation has defined. Staying GDPR compliant with Kallidus Suite. Booking management. . An OR condition rule means that a User will become a Group member if they meet ANY of the Rules added to the Group. During this time, administration options for the Course/Lesson will not be available. Building and sharing. Group Type are used to describe an overarching type of structure within an organization. Note that the deadline can be retrospectively applied to all. How to say Kallidus in English? Pronunciation of Kallidus with 2 audio pronunciations, 1. Select the 'Enable review mode' checkbox. '. Steps to sign off a competency check. Add a unique code for the Course. We are planning a phased roll out and will commence by adding Power BI to clients who do not use or maintain any custom reports, at the beginning of 2024. To select a Group category, open a Group and make a selection from the ‘Group category’ drop-down menu: For more information about manually adding Users to Learn, view ‘ Manually Import and manage user accounts’. Go to Administration Home and choose 'Accreditation. Create and update group records for use in Learn. Kallidus Learn is an award-winning learning platform designed to make learning simple, fast, and effective. Sapling provides a number of document solutions including: E-Signed documents (single signature OR Co-signed) Document Uploads. Where the user's details are required, such as for an email or SMS template. Select the status 'Did not attend' from the drop down menu: Select the Users for whom this status should apply: Select 'Submit'. Kallidus Suite - End-of-Life Internet Explorer 11 and Legacy Microsoft Edge browser: How it may affect your use of Kallidus products; Kallidus Suite - Kallidus system requirements; Kallidus Suite - How to use the Kallidus Help Portal; Kallidus Suite - Zendesk data retention; Kallidus Suite - Maintenance & Updates; Kallidus Suite - Status Page Welcome to the Kallidus Knowledgebase Need help with something? Scroll down to browse our Knowledgebase, or submit a request to our Support team. Once in Settings, scroll down to the Other settings area. Delivered: Based on your Sapling account. Create and update user records for use across the Kallidus Suite. Use a testing site like to stage your webhook subscription. This. We'll walk through the additional 'My team' tab, through which managers get a detailed oversight of their teams' performance. To create a new profile field, navigate to one of the 4 sections and select “+ Add new field”. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Follow. Click "Connect" to sign into your Azure AD admin account and grant the necessary consent - you'll need at least a User Administrator role for the consent to be valid. 6 years ago. Simply click "Save" on the KIP window that has opened and close. Select the status 'Did not attend' from the drop down menu: Select the Users for whom this status should. But it’s not all nagging - learners can also browse the optional Courses assigned to them and demonstrate their engagement through ‘Add my Learning’ and. Sometimes when a ticket is raised due to sign-in issues, content issues, or other network-related issues, the Support team will ask you to supply a HAR file. Add a Title for the Course. 1. Here is a full list of Sapling and Kallidus Learn and Perform Integration Fields. Click ‘New’ to add a new date and complete the ‘Date’, ‘Start’ and ‘Finish’ fields. Sometimes, though, you may have a system you want to connect that's not currently listed in Sapling's native integrations. Kallidus Suite - End-of-Life Internet Explorer 11 and Legacy Microsoft Edge browser: How it may affect your use of Kallidus products; Kallidus Suite - Kallidus system requirements; Kallidus Suite - How to use the Kallidus Help Portal; Kallidus Suite - Zendesk data retention; Kallidus Suite - Maintenance & Updates; Kallidus Suite - Status PageStep Four: Name the elective Lesson set, save. Click on the "Create New Key" button, or copy an existing key. Copy an existing API key, or click on the “Create New Key” button. An email will be sent to the added user with information about how to get into Learn. Any existing rules will be listed. The Kallidus Sapling platform helps HR and People Operations teams automate and streamline administrative tasks so they can focus on employee experience, retention, and creating an amazing culture for the most successful teams. Learn - Roles and Responsibilities. 9 months ago. The Kallidus Sapling platform helps HR and People Operations teams automate and streamline administrative tasks so they can focus on employee experience, retention, and creating an amazing culture for the most successful teams. Browse to the 'Group' area of Learn admin: Select the Group to which you would like to add the rule. Introduction. Learn - Reporting on course and lesson descriptions. Here you can edit using either the basic or HTML editor. The 'pivot reports' option lets you count information related to candidates. Administration > Group. Copy the API key for Part 3 of the setup. The image below shows the options available for branding your candidate portal. Select ‘Catalogue’ from the Group Administration menu. In this instance, we recommend you try the below troubleshooting steps. 7 days ago. Generate an API key for Sapling, navigate to Sapling’s secure integrations page and add the API key. This document describes how to import and manage training records in Learn. Additionally, you can request the setup of whitelisting on your mail/filtering servers with your IT team. By leveraging Kallidus Sapling, you can provide significant improvements to your People Operations team and Hiring Managers, while completely streamlining the Candidate and Employee experience through the JazzHR integration. Introduction The Kallidus Sapling platform helps HR and People Operations teams automate and streamline administrative tasks so they can focus on employee experience, retention, and creating an amazing culture for the most successful teams. How to download or save a certificate. Tickets (& phone recordings) and organisation details, so that you can refer back to any information shared and we. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Sapling's Org Chart is designed to give your new hires and broader team a unique understanding of their team relationships. Learn about the faces and roles of the Kallidus Customer Support Team, who help customers with various aspects of the Kallidus Suite, a cloud-based learning and. Introduction. Step 3: Choose who you want to see the 'User Generated content' catalogue. Custom permissions allow you to create tailored access for your coworkers based on their functions. Part of the Kallidus platform, Sapling helps capture important and helpful employee information, manage workflows and tasks, and more to make sure all teams are on the same page and know exactly what needs to be done during every step. Attendance is now marked for the individuals who did not attend. Click "Assign to People" to assign the app individually, or click "Assign to Groups" to assign the app in bulk. Check that the Username doesn’t exist on any other records – if so, the records will be ignored by the Import process as a Username must be unique for each user. In both cases, remember to apply the naming convention your organisation has defined. Configure notifications to alert assigned users when the deadline approaches. Scroll down and select 'New'. Navigate to Settings: Choose the option 'LMS roles' from the administration menu. Our Peakon integration allows you to sync new hire data with your Peakon account, saving your HR,. Support services are delivered via the Help Centre, where you found this article, and consist the online ticketing tool, knowledge base, articles, forums, product news and access to telephone and live chat. Select the Lesson to copy the history to. Enter a target value for the CPD period (in hours or units) If a Professional body is assigned to the CPD Period, enter an 'Accredited target'. Recruit - Manually posting to a job board from Kallidus Recruit; Recruit - email template types; See more Recruit - How to edit Global email or SMS templates Gordon McQuoid December 28, 2022 17:03; Updated; Follow. Details: Summary details of the Users role and permissions in Learn: Information: Information about the User, including the 20 User information fields populated by the People Data Feed. Administrators can create, edit, and delete training records via bulk import process, or by manually amending individual records. Add a description. Learn - Global settings for evaluation forms. Updated. Learn - Troubleshooting eLearning content with Tilly Martin. Add a logo or other image to the report. If you choose ' Yes ', you will be taken to a short pre-course test which will check your. To take your knowledge to the next level and find out how to work efficiently at scale with Events - including how to create an entire schedule of Events with just. Kallidus Suite - Kallidus Service Level Agreement (Standard SLA) Kallidus work to the following standard SLA for Target Response and Resolution Times on all support tickets. Mary Lewis. Bulk assignment of objectives; Perform - Enabling you to brand your Perform site; Perform - Enabling the bulk archive or deletion of reviews; Perform - Import Reviews; Perform - Import Objectives; Perform - Import answers to. Updated. Navigate to ‘Group’. You may not want all accreditations to be visible. Tickets (& phone recordings) and organisation details, so that you can refer back to any information shared and we. It integrates with other Microsoft ecosystem products and prioritises ease of use and modern data visualisation techniques. Part 4: Assign the Sapling (US) or Kallidus HR (UK) app to users in Okta. . Introduction. All custom fields can be included in reports. This article covers the following topics: Set up the right level of approval for each policyAs an administrator, you can easily unlock the account by; 1. Steps to add an accreditation. Our Perform integration allows you to sync new hire data with your Perform account, saving your HR,. It could be: one Course with one Lesson. Welcome to the Kallidus App. CompetencyChecks. 🚀. Emails & Notifications. Learn - people data fields and how they're used; Learn - How to handle learning activity for new starters in Learn LMS; Learn - how to manually add and manage User Information fieldsYou can customise the data displayed on most of the datagrids in the backoffice by editing your 'views', or by creating new global or personal views. The following options are available: Articles in this section. Navigate to the CPD Period to which the Lesson (s) must be assigned. Workflows can be assigned to your team members in three different ways: Onboarding New Hires. Kallidus Suite PortalKallidus has been an industry leader in the L&D market for 20+ years. To get the full picture of Instructor-led training, including suggestions for good practice and tips from the Kallidus team, take a look at the 'Instructor-led training 101' Course. Get deeper learning in The Academy. 360 - General FAQs. Keep track of attendees for Instructor-led training. For more details, refer to ‘ Set a deadline for a Course’. Select the default evaluation form or choose from the drop-down menu for an evaluation form where created/available. Select ‘Start Upload to proceed to the next stage of the Wizard. Right-click on any chart to output a PDF of the whole report with 'Print page'. View 'Share, report, and repeat mandatory learning' to learn more and understand how to use reports to forecast future compliance rates. Requests can be customized based on your needs: A full day (example: taking a sick day)1. Digital content often changes over time – perhaps to update branding, correct a typo, or more significant changes, for example, to account for new/updated regulatory requirements. This article explains how an Applicant Tracking System (ATS) can integrate with Sapling through the Sapling Public API. Learn new skills and develop your career with Grafton MyLearning, the online learning platform powered by Kallidus. Permissions in Sapling are built to help customize information access for every individual at your organization. The App enables your learners to download e-Learning and run this whilst offline. The upgrade allows for more accurate data syncing saving you time and potential headaches by: Showcasing validation issues in real-time. Select 'New' to create a Course. Zendesk Cookies . This is achieved by adding ‘Sections’. This comes in handy for onboarding program stakeholders, such as IT and Hiring Managers, but can also help define access levels by. Configure notifications to alert assigned users when the deadline approaches. Leave dates. The below video will act as a refresher for using the 'Shared reports' folder, available in Classic LMS V10+ and Learn. Data disclaimer We strongly recommend reviewing the quality of your data before transferring into Learn. In the box that appears, enter the value: ‘ Manually Maintained Users ’ with this exact wording and format. The separate Kallidus Zendesk helpdesk is good and you normally get a reply quickly. Updated. To capture completion and compliance for regulatory, health & safety and legal. Add a unique code for the Course. Display icon: what icon you'd like to display with the policy to easily distinguish (for ex: a ️ for Vacation) Display this policy on the calendar and in any calendar feeds - tick if you want the policy to show in the calendar feed. Advice here is to DELETE the users previous history of training on. Steps to create a Group. You can now use the toggle to switch on evaluation forms. Select the “Time Off” tab from the Home page. In this article, we'll show how to. Enter the name of your desired workflow and click "Create". This is not visible to learners but is used by administrators to identify the Group and for reporting. The upgrade allows for more accurate data syncing saving you time and potential headaches by: Showcasing validation issues in real-time. 1 MB Download. Introduction. The learner sees that. Update A subset of customers using SSO for sign-in to Kallidus are still experiencing issues accessing sites this morning. Learn - the 'All users' report. Kallidus Suite - Common terms used by Customer Support. First off - welcome to your new role 👋 we're so excited to help get you set up! In case you're wondering about who we are: Sapling is an employee experience tool from Kallidus designed to support great hires to become great team members. The Accreditation status is now ‘Complete’. Simply click ‘API tokens’ at the foot of the left-hand menu in Settings. Custom fields. In this article, we'll show how to add Course and Lesson card images to the default image library in Learn LMS. Flexibility: Manage your people data as you see fit and do more with these existing features. We believe this means giving you the latest features and technology and keeping you in the loop with what’s happening. Navigate to the API Keys tab. . All training for new starters is linked to this Group. The Vacancy Poster account is configured to use the same vacancy poster credentials for all users, but Vacancy Poster is expecting individual credentials. Select the name of a CPD Programme to open the properties. In this minor upgrade we have: - Improved the technical efficiency of adding users onto the waiting list for an event. 1 day. Learn - How to share, recommend, and mandate a Course. From your home page, navigate to Settings. 2. From the drop-down menu, select the template that you wish to edit. On the left hand side, look for the Accreditation compliance option. Catalogue. Create your own Custom fields to record additional information about Groups in Kallidus Learn. Our Jira integration allows tasks to be sent from Sapling to a specific Jira project. If it is, you will need to refer this to your content provider/developer. View ‘Evaluate learning effectively’ to understand how evaluations work in Learn, and for ideas on the essential elements of a successful strategy. Learn - Activate evaluation forms. Custom permissions allow you to create tailored access for your coworkers based on their functions. Learn - Optimising reports to help them run faster. Each dashboard offers information about all team members in each phase, giving you instant insight into their progress in completing all necessary tasks/documents. 3. 2 days. The upgrade will take place on the <date>. One lowercase character. As a result of this, you will only need to remember one set of usernames/passwords to get into the Kallidus products. You can now set Group rules dependent on lesson scores. When a User’s training record is updated for a Lesson, the status of any Courses to which that Lesson is assigned will be updated. Specify the 'Target' for the CPD Period. Built to provide a seamless recruitment experience from start to finish and designed for in-house recruitment teams, Kallidus Recruit gives full visibility of every part of the recruitment journey. My content launched and tracked back a correct status to SCORM Cloud and the content did not track back anything to Kallidus LMS for. These are candidates who failed the eligibility questions for the vacancy (if eligibility rules are configured within your. Wednesday Knowledge Share. These options also allow you to report across calendar years. Go to the “Integrations” page of your Sapling account. Introduction. Follow. The Course will then be promoted on the Learn home page. Kallidus Suite - How To Save A HAR File Mikala Mayes September 27, 2023 09:59; Updated; Follow. Via this route, all Events in Learn are listed – this may be a lot! Even so, it’s still easy to find the Event you’re looking for, because when accessed via this route, each Event will include in the properties the name of the Lesson to which it relates. '. As standard Learn and Classic LMS are supplied with a set of standard reports that have been configured by our Reporting experts to help you get the information you need from the system. Based on some of the questions we frequently get for 360, we have put together this article as a one stop shop to help you get the most out of your system. 600 KB Download. The ‘New Lesson’ details page will open. Browse to the Group area of Learn admin: Select 'New'. The attached ‘Getting Started’ training guide will introduce you to all the features and functions you need to get up and running with Perform. The Kallidus Recruit Backoffice API is accessible by Super Users only from the settings menu in the Recruit backoffice. ADP Workforce Now is an all-in-one platform for payroll and HR software, providing expert support and. Navigate to the Event which is to be cancelled. You're now able to specify defaults in each of the available areas, starting with options on the ‘Details’ page. 🚀. Add the field name, who needs to input this information, a description, and the type of field it is. We have released an update to all Kallidus Off the Shelf courses which has permanently turned off the ability to generate a PDF certificate directly from the course. Note: If a manager also serves as the course tutor, they will access the competency check in either the My Team. When the BETA is switched on, a User Generated Content catalogue is created. On the 'New Lesson' details page, choose the Lesson Type ' Document Upload. One uppercase character. Bulk Assign Outbox templates; Pronouns as a default field; Offboarding using Manager form; Expanded SearchConsidering the new document is ready, follow the below-mentioned steps to update an existing Sapling document: Open "Documents" from Administration Tools , select & open the desired document. These SLAs apply to all Kallidus Group. Public key authentication uses two keys, a private key and a public key. To do this, browse to ‘Administration home’ and select 'Users' and from the drop down menu select ‘CPD Programme’. On the Group Categories page that is displayed, click the ‘New’ button. 1. Approving them will put them into this catalogue. Steps to switch the feature on. Under Administration Tools, navigate to Integrations. Select the default evaluation form or choose from the drop-down menu for an evaluation form where created/available. All Users must have an import key and be members of this group. Learn - Create a Competency Check. Template builder is accessed from the profile drop-down menu: This article is taken from the Perform Admin Guide, click here to view the full guide. With our OneLogin integration, you can: Launch Sapling from OneLogin's single sign-on (SSO). This article is taken from the Perform Admin Guide, click here to view the full guide. Watch the video to see how to set it up: To configure authorisation for a Course, navigate to the Course details page and select an option from. Any Recruit User wanting to take advantage of the Vacancy Poster jobboard posting service must have a Vacancy Poster account, and a Kallidus Recruit account with the same email address. If activated in your system, self-scheduling lets you invite candidates to pick their own interview time/date slots from slots the recruiter has added in Kallidus Recruit. API & Integrations - this includes any ideas relating to your HR tech ecosystem surrounding Sapling. Sapling - Greenhouse Integration Guide. Don't have your account. The Kallidus Sapling platform helps HR and People Operations teams automate and streamline administrative tasks so they can focus on employee experience, retention, and creating an amazing culture for the most successful teams. The People Directory offers key information about your peers (like Job Title, Email, Location, etc) and allows you to quickly navigate to their Sapling profile. Steps to set default properties for new Events. Next click edit to edit any of your filters for ease of assignment. Off the Shelf - UK Course List. 5. Set a specific or relative date by which this course must be completed. Go to the “Integrations” page of your Sapling account. Step 6: Time Off Reporting. Primary Groups are used to define line-management responsibility (and therefore the team members who appear in a manager’s dashboard panel). User Anyone with access to Learn LMS is known as a User. Kallidus Suite - Kallidus Service Level Agreement (Standard SLA) Learn - Sending Large Files/Content to the Kallidus Support team. Update user records to set Learn specific attributes. When launching a refresher course, you'll be greeted by the following message: If you choose ' No ', you will view all the course material with no initial test. A group named ‘PerformUsers’ must exist in Learn. This gives the ability for a user in the LMS role with this ACL to report on all LMS users in the system. Learn - Setting up Reporting schedules. Using bulk actionsAn issue was identified where the user who performed an action on a candidate in the new user portal, such as clicking a button to progress a candidate through the workflow, was not being passed to the admin portal and logged in the candidate timeline. when/if the Event is available for users to book. They are used to deploy training to Users in bulk and to specify line management hierarchy. This is the simplest option. Add a description. SetIssueDate. My passion in life is learning and the growth of my team, I. Deadline. With this in mind, we have put this article together to help you make sure you have everything in place, to ensure that you receive emails from your Kallidus System in a timely fashion and that they are not reported as spam. User Management. Sign in with your username and password, and access a. This article is relevant to customers who have an account with Vacancy Poster, an integrated 'multiposting' service which. Get there in one click from your Kallidus Recruit homepage by scrolling down to the reports panel and clicking 'Charts'. Learn - Upgrade your universe! Learn - How to add to an object to a report. 109. Click on the "Create New Key" button, or copy an existing key. Off the Shelf - Video guide: How to play Kallidus eLearning; Off the Shelf - FAQ on Responsive eLearning ; Off the Shelf - Offline mode for mobile-ready Kallidus OTS courses; Off the Shelf - Refresher guide; Off the Shelf - How to download certificates; Off the Shelf - Product Update, March 2023; Off the Shelf - Product Update, February 2023This article contains an attachment of the latest Perform universe objects and descriptions. Hire better people, faster with Kallidus Recruit. Learn - how to manually add a User if you have Identity Server 6. Be sure to name your key descriptively, so you know how each application uses that key. Step Four: Configure the Pre-requisite options. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. kallidus-suite. It’s the most restrictive role available, through which Users can see the mandatory learning they have been assigned. Navigate to the API Keys tab. Offer information if recorded in Kallidus; Vacancy information such as role title, full-time/part-time, location, department; Please note, if you are adding a brand new Word merge document, there is an additional step which needs to be completed by the Kallidus Support team before the document is available (see the end of this article). Select 'Promote a Course'. Get deeper learning in The Academy. Select 'Edit' to open an Evaluation. Learn - Evaluation Forms. ; Select 'Edit' to view the Event properties: Select ‘User’ from the Event Administration menu. To add a new email, click on the "Add Email" button.