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Workplace for Epic

Workplace for Epic

Main

HCE Marketplace

Getting Started

What is Marketplace
What is OCI?
Where Do I Start
Frequently Asked Questions

User Guides

Account Owner's Guide

Managing Administrators

Adding Administrators
Removing Administrators
Resetting an Administrator's Password

Managing Statements of Remittance

Accessing Statements of Remittance
Sample Statement of Remittance
Understanding the "Reserve" and How It's Calculated

Account Administrator's Guide

Managing Courses

Creating Courses

Adding Activities

Restricting Access to Activities
Tracking Activity Completion
Adding a Feedback Activity

Importing Activities
Tracking Completion

Publishing Courses

Publishing Free Courses
Selling Courses

Issuing Certificates of Completion
Viewing the List of Participants
Getting Administrator Access for Another Course

Managing Grades

Overriding Grades
Grading Activities Not in the Course

Managing Users

Reporting

Completion Status
Learning Records (Course Level)
Purchase History
System Health
Usage (Course Level)
Usage (System Level)

What's New

Marketing Tips and Guidelines

Share, Share, Share your HCE Marketplace URL
Sell with Trust: Leverage the OCI Brand
Make Registration Easy
Create a High-Converting Front Page
Keep Users Engaged After Registration
Optimize Your Courses for SEO
Offer Freemium Content
Set Up Certification and Expiration Settings
Run Paid Advertising Campaigns
Offer Discounts and Promotions
Optimize for Mobile Devices
Excel at Customer Service

Security and Privacy

Hosting and Data Residency
Security Testing and Vulnerability Management
OWASP Compliance
PCI Compliance
System and Application Updates
Data Encryption
Authentication, Access Control, and User Management
Audit Logs
Multi Single-Tenancy
Enrolment and Access Restrictions
Secure File Deletion
Data Retention, Backup, and Recovery
Personnel Security and Governance
Incident Reporting

Knowledge Base

Upgrading Your Subscription Plan
Logging In Your HCE Marketplace Administrator Account
Translating Courses
Understanding mlang Tags
Configuring Recurring Courses
QR Code
Frequently Asked Questions about OCI
Reminding Users About Expiring Licenses
Why Are Certain Countries Restricted from Accessing Our LMS?
Informing Users When an Activity is Added or Updated
What Happens After a Course Is Purchased
Displaying Accreditation Information on Certificates
Issuing Receipts
Collecting Payment by Credit Card
Collecting Payment by Cheque or Electronic Funds Transfer (EFT)
Generating Quotes and Invoices
Verifying the Status of Quotes and Invoices
Transferring a License
Restricting Courses or Activities to Members
Standardizing Course Titles and Descriptions in the Marketplace

How can we help?

Getting Started

What is OCI?
What is HCE Marketplace
What is HCE Workplace
Creating an Account
Logging In

Knowledge Base

Resetting My Password
Unlocking My Account
Technical Requirements
Downloading a Certificate of Completion
Unsubscribing from Emails
Viewing a Copy of your Learning Record
Viewing my Purchase History
Downloading Receipts
Purchasing a Course
Downloading a Link or License Key
Transferring a License
Signing In for a Session
Tracking Usage of my Licenses
Purchasing More than 1,000 Licenses
Bookmarking Courses
Editing your Profile
Continuing a Course
Selling or Listing your Own Courses
Enrolling in a Prepaid Course
Confirming your Account Information
Paying for Courses
Linking User Accounts Together
Renewing a License for a Course
Uploading Proof of Completion
Waiting for Payment Confirmation
Printing Course Material
Finding the Site
Managing License Keys
Downloading SCORM Versions of Courses
Staying on Top of Your Course Licenses
Requesting Account Deletion
Controlling Certification Expiry Dates and Recertification

Performance Review System

What is the Performance Review System (PRS)

Configuring the PRS

Reviewers
Read Access to Reviews
Notifications

Defining a Scale

Managing Competencies

Adding a Competency Framework
Adding Competencies

Building a Form

Choices
Competency
Feedback
Header
Static

Assigning Reviews

Assigning Reviews by Selecting Users
Assigning Reviews using Conditional Rules
Assigning Reviews using a CSV File
Assigning Review to Supervisors

Reporting on Reviews

Completion Details
Completion Rates
Custom Reports
Business Intelligence (BI) Systems

Knowledge Base

Viewing the History of a Review
Viewing the Due Date for a Form as an Employee
Reopening a Review
Assigning the Review to a Different Supervisor

How can we help?

Getting Started

What is Moodle
What is the HCE
Where Do I Start

User Guides

System Administrator's Guide

Getting Help

Help Centre
Updates / Upgrades
Training & Certification

Managing Users

Finding a User

Adding a User

Adding a User Manually
Uploading Users
Confirming Users who Self-Register

Editing a User
Changing a User's Password
Changing a User's Authentication Method
Defining Default User Values
Suspending a User
Deleting a User
Performing Bulk User Actions
Scheduling User Uploads
Assigning Roles at the System Level
Managing Custom User Profile Fields

Managing Cohorts

Adding a Cohort
Uploading Cohorts
Assigning Users to Cohorts
Deleting a Cohort
TeamAlign™

Managing Courses for System Administrators

Adding Courses for System Administrators
Adding an OCI Course for System Administrators
Uploading Courses in Bulk
Sorting Courses
Modifying the Location and Custom Face-to-face Fields

Managing Custom Reports

Adding Custom Reports
Giving Access to Custom Reports
Scheduling Reports

Managing the Appearance

Managing the Theme

Adding Instructions to the Login Page
Modifying the Theme
Customizing the Menu
Copying the Theme

Designing a Certificate of Completion

Displaying Accreditation Information on Certificates of Completion

Designing a Self-Registration Form
Adding Web Pages
Modifying Language Strings
Modifying the Dashboard

Importing and Exporting Data (Migration)

Importing User Accounts

Creating a CSV File for User Uploads
Importing Users
Viewing the Results of a User Upload Job

Importing Course Shells
Importing Classroom Sessions
Importing Attendance Records

Importing Learning Records

Creating a CSV File for Importing Learning Records

Exporting User Accounts

Converting Exported Fields

Exporting Learning Records

Electronic Records / Electronic Signatures (ERES)

System Coordinator's Guide

Managing Users for System Coordinators

Finding Users for System Coordinators
Editing Users for System Coordinators
Changing a User's Password for System Coordinators
Suspending Users for System Coordinators

Assigning Users to Cohorts for System Coordinators
Transcripts
Viewing Reports
Viewing what Courses a User is Enrolled In

Supervisor's Guide

Key Benefits for Supervisors
Tracking Your Team
Adding Users to Other Teams
Delegating Supervisor Duties
Enrolling Staff in Classroom Sessions
Enrolling Yourself in a Course
Approving Course Equivalencies
Finding (or Buying) 3rd Party Courses for Your Staff and Team Members

Managing Performance Reviews

Assigning Appraisals for Supervisors
Filling Out a Review
Reviewing an Appraisal
Reopening an Appraisal
Locking an Appraisal

Course Creator's Guide

Managing Course Categories

Adding a Category
Modifying Categories
Hiding a Category
Deleting a Category
Sorting Categories
Moving Categories

Managing Course Shells

Adding a Course
Adding an OCI Course to Your Learning Environment

Managing Programs

Adding a Program
Adding Courses to a Program
Registering Users in Programs
Deleting a Program

Instructor's Guide

Managing Courses

Adding Courses
Deleting a Course
Hiding a Course

Restricting a Course

Defining Pre-requisites
Deprecating an Enrolment Method
Restricting a Course Using Enrollment Keys
Restricting Enrollment to Specific Cohorts

Resetting a Course
Selling a Course

Managing Activities

Adding an Activity
Importing an Activity
Restricting Access
Sending a Notification when an Activity Changes
Sending a Notification when an Activity is Completed
Tracking Activity Completion

Working with Microsoft PowerPoint Files

Uploading your PowerPoint File
Adding PowerPoint as a PDF File
Adding PowerPoint as an MP4 Video
Adding PowerPoint Using the Lesson Activity

Managing Grades

Grading Activities Not in the Course
Overriding Grades

Managing Learning Records & Accreditation

Tracking Completion

Condition: Activity Completion

Voiding Learning Records
Expiring Learning Records
Sending Learning Records to Another System
Receiving Learning Records from Another System
Tracking Accreditation
Issuing Certificates of Completion

Managing Quizzes and Questions

Generating Quiz Questions Using Generative AI
Adding a Quiz
Adding the Questions to a Quiz
Understanding Question Points and the Grade to Pass

Managing Policies

Adding a Policy
Tracking a Policy

Managing Classroom Sessions

Advantages of the F2F Activity
Adding Classroom Sessions
Cancelling Classroom Sessions
Displaying F2F Sessions in Course Descriptions
Managing Facilitators
Requiring a Supervisor's Approval
Taking Attendance

Managing Instructors and Students

Enabling Self Enrolment
Manually Enroling Users in Courses
Viewing the List of Participants

Learner's Guide

Getting Started for Learners
Signing In
Changing your Password
Navigating the Site
Editing your Profile
Searching and Enrolling in Courses
Enrolling in OCI (3rd Party) Courses
Viewing your OCI Courses
Completing Courses
Applying for Equivalencies
Uploading Proof of Completion for an Accredited or External Course
Viewing your Learning History
Viewing your Purchase History
Managing Notification Preferences
Linking Multiple User Accounts
Attesting your Participation in a Class

Knowledge Base

How To Articles

Accessing Dual Code Training
Adding a Gradient to the Navigational Bar
Adding an "All or Nothing" Multiple Choice Question to a Quiz
Adding a Technical Support Page
Adding Events to the Calendar
Adding or Updating a Site Policy
Adding Questions Based on a Previous Answer in a Feedback Activity
Allowing an Instructor to Add Courses
Approving Learners in Face-to-Face Sessions
Asking Learners to Retake a Course
Attaching a Site-level Certificate to Courses in Bulk
Changing a User's Username
Changing the Default Maintenance Window
Changing the Grade Aggregation Type
Changing the Renewal Window for Courses Being Sold
Completing a Course when you're an Administrator
CASL: Canada's Anti-Spam Law
Configuring Recurring Courses
Converting a Course-level Certificate to a Site-level Certificate
Creating a Course Backup File
Creating a Stealth Activity
Creating Breakout Rooms in Web Conferencing System
Creating Courses from a Template
Customizing the Face-to-face Notifications
Deleting a SCORM Attempt
Deleting Courses
Deleting Files Uploaded Using the Text Editor
Designing a Certificate of Completion as an Activity in a Course
Determining Customized Language Strings
Determining when a User Last Logged In
Determining when a User was Enrolled in a Course
Displaying a Link to the System Policies
Displaying and Formatting a Date in an Appraisal Form
Displaying Alerts and Important Announcements
Displaying a User's First and Last Name in an Appraisal Form
Displaying Detailed User Enrollment Infromation
Emailing Users
Emulating Another User
Encrypting CSV Files for User Uploads
Executing a "touch" Command on Users
Exporting the List of Attendees
Exporting your Calendar
Filling Up Your Face-to-face Sessions
Finding Which Program References a Course
Generating a Learning Record for a Partial Attendance
Getting Notified when Someone Completes a Course
Granting Learners an Extension Beyond the "Enrolment duration" Date
Identifying Course Usage for Specific Activities
Importing Questions from a CSV File
Importing Questions from cobas® Academy
Importing Quiz Questions
Inserting Code Snippet on All Pages
Installing MySQL ODBC Drivers for BI Connectivity in Windows
Issuing Course Equivalencies
Linking to the Compliance Overview in an Appraisal Form
Making a Hyperlink Look Like a Button
Migrating the Province/State and Postal/Zip Code Fields
Modifying Quiz Questions after Attempts Were Made
Monitoring Scheduled User Tasks
Notifying Learners About Upcoming Mandatory Training
Notifying Supervisors when a Learners Signs up for a Session
Notifying Users when a Learner's Enrolment is About to Expire
Optimizing a Course for Searches
Overriding Quiz Restrictions
Printing an Attendance Sheet (with a QR Code)
Registering Users in Programs Based on a Date
Removing the Header, Footer and Sidebar from a Web Page
Renaming Courses
Renaming your Site
Replacing Course Images in the Course Overview Block
Representing your Organizational Structure
Requesting Evidence before Issuing a Learning Record
Resetting the Password for Multiple Users
Restoring a Certificate of Completion from a Backup File
Restoring a Course from a Backup File
Restoring Elements in the Recycle Bin
Restricting the Length of Time a Learner has Access to a Course
Restricting the Users in my Reports
Restricting when Users can Get Recertified
Scheduling an Update
Selling More than 1,000 User Licenses to a Buyer
Sending a Monthly Compliance Report to Supervisors
Sending Custom Notifications to Users for Specific Programs
Setting Completion Criteria for Multi-Part Courses
Shortening a Course During Recertification
Switching Roles
Tracking Notifications
Tracking your Site using Google Analytics
Translating Courses
Understanding Due Dates
Understanding mlang Tags
Understanding Security Roles
Understanding Session Timeouts
Understanding the Face-to-Face Statuses
Updating a SCORM File
Updating Bloody Easy with the OCI Version
Updating Learning Records After Changing the Expiration Dates
Updating the Fees for Your Courses
Using Questions from the Question Bank
Verifying the Authenticity of a Certificate of Completion
Viewing a Learner's Answers in a SCORM Activity
Viewing a User's Role Assignments
Viewing the History of a Classroom Session (or Attendance Records) Import
Voiding All Learning Records in a Course
Creating a Formative Assessment
Linking to a Microsoft Teams Session from a F2f Session
Managing Recertification Requests in Courses with Restrictions

Troubleshooting Articles

Adding Courses to Programs
Adding OCI Users to Programs and Cohorts
All/Most Users Have the Role of "Keyholder" (or another incorrect role) in a Course
Anonymizing User Information on Staging Server
Articulate Rise Activities are not Loading
Connecting to BigBlueButton
Deprecating Adobe Flash Course
Finding my Appraisal Draft
Forcing New Attempts on SCORM Activities
Forcing Users to Complete their Profile
Getting error/forcepasswordchangenotice via Web Service
Increasing the Number of User Licenses
Managing Courses and Categories as a Restricted Course Creator
Managing Duplicate User Accounts
Overriding the Status of SCORM Activities
Playing Files with Audio in Chrome 66 and Later
Playing SCORM / Flash files
Sharing Your Courses Beyond Your Organization
Reactivating the Subscription Services
Registering for a Face-to-face Session
Resetting the List of Users in a Program to Only Meet the "Conditions" of the Program
Resetting the Training Calendar
Resolving Errors when Importing Learning Records
SSL Certificate has Expired
Testing Internet (Bandwidth) Speed
Troubleshooting a Failed Scheduled User Task
Troubleshooting Completion in Face-to-face Activities
Troubleshooting Green Checkmarks
Troubleshooting SCORM checkmarks
Understanding Expiration and Due Dates for "Expiration by Date"
Understanding the Limitations of Anonymous Guests
Understanding the Yellow Star Icon
Uploading Users Fails Due to Duplicate Emails
Viewing Courses in the Compliance Summary
Viewing Courses in the "Courses by Category" Block
Displaying the "Sign up" Link in the Course Description
Showing All Courses in the Course Catalogue
Getting a 504 Gateway Timeout Error

Q&A Articles

Are users notified when they are enrolled in a course?
Can I Create a Custom Role or Modify an Existing Role?
Can I Delete the Navigation and/or Administration Blocks?
Can I Turn Someone's Green Checkmark to a Red Flag?
Can You Explain the Legend on the "Compliance Overview"?
Can You Explain the Status "Activity Skipped"
Does Dual Code Offer a Multi-site / Multi-Tenancy Option?
Frequently Asked Questions about Selling Courses
How Are Changes to the Platform Communicated?
How Can I Change the Information on a Certificate of Completion?
How Can I Display a User's Name in a SCORM Activity?
How Can I Manually Synchronizing the Learning Environment with Active Directory
How Fast Does my Internet Have to Be?
What Are the Benefits of Linking to a Course Using OCI
What Browsers are Supported?
What is a "pattern" in the context of defining rules?
When Should I Use the "Single Activity" Course Format?
Will the System Send Users an Email When their Account is Created?
What is a Formative Assessment?
When does the "Renew my learning record" link appear (or not appear)?
Why do users need to click "Renew my learning record" to begin their recertification?
Why Are Certain Countries Restricted from Accessing Our LMS?

Health Checks

Invalid "Condition: Expiration by lapse time"
SCORM Completion Settings
Submissions

Reports

System Level Reports

Cohort Report
Completion Rate
Compliance Summary
Compliance Details (System Level)
Course Overview
Database Schema
Extended Log Search
Find Teachers
Learning Records (System Level)
Logs / Live Logs
Payment Transactions
Pending Equivalencies
Program Completion
Statistics (System Level)
System Health
Time Spent in Courses
Event Monitoring Rules
Usage (System Level)

Course Level Reports

Activity Completion (Basic / Advanced)
Activity Report
Completion Rate (Course)
Completion Status
Compliance Details (Course Level)
Course Completion
Course Participation
Grader Report
Learning Records (Course Level)
Licensing Details
Pre and Post Survey Comparisons
Purchase History
Quiz Comparison
Statistics (Course Level)
Time Spent in Activities
Usage (Course Level)

User Level Reports

Learning History
Compliance Overview
Today's Logs / All Logs
Outline
Complete
Grade
Grades Overview

Smart Tags

User Profile Fields
System Information
User Interface Elements
Course Fields
Course Category Fields
URL Information
Conditional Rules
Troubleshooting Tips
Date and Time Formats

The Open Collaboration Initiative™

What is OCI™

Marketplace

Self-enrolling in OCI Courses
Viewing the OCI Courses You Are Enrolled In
Adding an OCI Course to Your Programs

Learning Record Exchange

Integration & Premium Services

Integration Services

Business Intelligence (BI) Systems

Microsoft Access Integration
Microsoft Power BI Integration
Tableau Desktop Integration

CMaRS Reappointment System
cobas® infinity POC (navify® POC Operations)
Epic Systems' EHR

CSV File Integration

Generating a Private/Public Key
Automating SFTP for CSV FIles

Microsoft Entra ID Integration

SAML 2.0 Integration
LDAPS Integration

Web Services Integration

Premium Services

Epic Systems EHR Services

Payment Solutions

Setting Up Taxes
Customizing your Sales Receipt
Managing Sales Receipts

Web Conferencing System (WCS)

Browser Support for WCS
Overview for Teachers
Overview for Learners
Frequently Asked Questions about WCS

Performance Appraisal System (PAS)

What's New in 4.1

What's New in 4.5

Workplace for Epic

Getting Started

What is Workplace for Epic
Where to Start
Getting Help

User Guides

Epic Executive

Verifying the Work and Progress of the Implementation

Epic Administrator

Managing Users

Adding Users
Finding Users
Editing Users
Suspending Users
Assigning Roles

Managing Users in Bulk

Creating a CSV File for User Uploads
Importing Users
Viewing the Results of a User Upload Job

Managing Custom Reports

Adding Custom Reports
Giving Access to Custom Reports
Scheduling Reports

Importing Data

Principal Trainer

Managing Course Shells

Importing Course Shells
Adding a Course Shell Manually

Managing Programs

Adding a Program
Adding Courses to a Program
Registering Users in Programs
Deleting a Program

Managing Activities

Managing Classroom Sessions

Adding Classroom Sessions
Importing Classroom Sessions
Cancelling Classroom Sessions
Assigning Facilitators to a Class

Managing EUPAs

Adding Quiz Questions

Issuing Learning Records

Tracking Course Completion
Tracking Program Completion

Verifying Your Work

Credentialed & Specialty Trainers

Taking Attendance
Importing Attendance Records
Getting Notified of Classes You Have to Facilitate

Super Users

Getting Notified of Classes You Have to Attend

Team Leader

Reviewing and Updating Program Registrations
Registering Users in Classes
Tracking the Completion of Your Staff
Delegating Management Duties

Reports

Configuration Check
Class Registration
Class Registration Logs
Class Registration Rate
Completion
Training Tracks: Registrations
Training Tracks: Change Requests
Class Registrations

Main

Getting Started

What is Workplace for Epic
Where to Start
Getting Help

User Guides

Epic Executive

Verifying the Work and Progress of the Implementation

Epic Administrator

Managing Users

Adding Users
Finding Users
Editing Users
Suspending Users
Assigning Roles

Managing Users in Bulk

Creating a CSV File for User Uploads
Importing Users
Viewing the Results of a User Upload Job

Managing Custom Reports

Adding Custom Reports
Giving Access to Custom Reports
Scheduling Reports

Importing Data

Principal Trainer

Managing Course Shells

Importing Course Shells
Adding a Course Shell Manually

Managing Programs

Adding a Program
Adding Courses to a Program
Registering Users in Programs
Deleting a Program

Managing Activities

Managing Classroom Sessions

Adding Classroom Sessions
Importing Classroom Sessions
Cancelling Classroom Sessions
Assigning Facilitators to a Class

Managing EUPAs

Adding Quiz Questions

Issuing Learning Records

Tracking Course Completion
Tracking Program Completion

Verifying Your Work

Credentialed & Specialty Trainers

Taking Attendance
Importing Attendance Records
Getting Notified of Classes You Have to Facilitate

Super Users

Getting Notified of Classes You Have to Attend

Team Leader

Reviewing and Updating Program Registrations
Registering Users in Classes
Tracking the Completion of Your Staff
Delegating Management Duties

Reports

Configuration Check
Class Registration
Class Registration Logs
Class Registration Rate
Completion
Training Tracks: Registrations
Training Tracks: Change Requests
Class Registrations

Breadcrumbs

Workplace for Epic
User Guides
Epic Administrator
Managing Users

Managing Users in Bulk

The upload users tool allows a Training Manager to perform multiple tasks at once:

Creating a CSV File for User Uploads
Importing Users
Viewing the Results of a User Upload Job

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