Add and Manage Branches

To Add New Branch:

  • Login as the Administrator and click on Settings in the navigation bar, then click Branch.
  • A list of existing Branches will be displayed.
  • Click on the + Branch button and enter a Branch Name and click Submit.
  • To view the list of Sub Branches under a Branch, click on the Sub Branch count next to the Branch.
  • To Add a Sub Branch, click on the + Sub Branch button, enter a Sub Branch Name and click Submit.
  • Once you have added a Branch or a Sub Branch, you can select it in Courses, Learning Paths, Learning Objects, Users, etc.
  • To change the status of a Branch from Active to Disabled, click on the Branch and click Edit button and change the status from Active to Disabled.
  • Ensure that the Branch is not in use.

User role-based access to Content, Trainees, and Reports across branches

Role Accessible Content Accessible Trainees Report Access
Manager – All Branches All Content All Branch Trainees All Reports
Manager – Specific Branch Specific Branch Content Specific Branch Trainees Specific Branch Reports
Trainer – All Branches Empanelled Content All Branch Trainees Empanelled Course Reports
Trainer – Specific Branch Empanelled Content Specific Branch Trainees Empanelled Course Reports
Trainee – All Branches All Content N/A N/A
Trainee – Specific Branch All + Specific Content N/A N/A

Learning Path Rules by Role and Branch

Role Can Add Course of Can Enroll Trainees of
Admin Any Branch Any Branch
Manager – All Branches Any Branch Any Branch
Manager – Specific Branch Specific Branch Specific Branch
Trainer – All Branches Empanelled Course Any Branch
Trainer – Specific Branch Empanelled Course Specific Branch

Viewing Learning Path in Course Library by Trainees

Role Can View Learning Path in Library
Trainee – All Branches All Branch Courses
Trainee – Specific Branch All Branch Courses + Specific Branch Course