Walkthrough Videos
Open eLMS features a user-centered design, organizing the interface around the specific tasks associated with your role. We have provided dedicated walkthrough videos for each user type below. Select your role to begin; if your interface differs from these guides, please contact your system administrator to verify your assigned role.
Use these videos for a step-by-step guide to setting up and administering Open eLMS.
These guides are also accessible directly within the platform via the help button on any screen.
Administer Learning
- How to create learning resources from the Administrator Role in Open eLMS
- How to Create and Add Lessons as an Administrator in Open eLMS
- How to Create and Add Events as an Administrator in Open eLMS
- How to add Learning Programmes as an Administrator in Open eLMS
- How to Assign Learning Resources as an Administrator in Open eLMS
- How to Assign Managers/Trainers to Learners in Open eLMS
- How to send Bulk or Individual Emails as an Administrator in Open eLMS
- How to Find and Filter Reports as an Administrator in Open eLMS
- How to Update Default Settings as an Administrator in Open eLMS
- How to Assign Events as an Administrator in Open eLMS
Follow these videos for a step-by-step guide to managing Open eLMS.
These guides are also accessible directly within the platform via the help button on any screen.
Manage Learning
Follow these videos for a step-by-step guide to managing Open eLMS.
These guides are also accessible directly within the platform via the help button on any screen.
Curriculum Developer
- How to Add Lessons (Bundles) from the Curriculum Developer Role
- How to Assign Learning Resources - Curriculum Developer
- How to add Programmes/Pathways from the Curriculum Developer Role
- How to create learning resources in the Curriculum Developer Role
- How to Create and Add Events from the Curriculum Developer Role
- How to Assign Events from Curriculum Developer Role
Follow these videos for a step-by-step guide to managing Open eLMS.
These guides are also accessible directly within the platform via the help button on any screen.
Distributor
Open eLMS allows learners to maintain a comprehensive record of all training, from external courses to private study.
The Netflix-style interface is intuitive and easy to navigate—watch the video to get started in minutes.
Note: This video is also accessible via the help button within the system.
Common Tasks
Follow these videos for a step-by-step guide to managing Open eLMS.
These guides are also accessible directly within the platform via the help button on any screen.
Learning Library
- What types of learning resources are available?
- How to add YouTube content
- How to add physical resources (Books/CDs/DVDs)
- How to add Classroom Training?
- How to add On-the-job Training?
- How to add eLearning?
- How to create new eLearning (using Open eLMS Creator)?
- How to add Websites?
- How to add Lessons (a collection of learning resources)?
Follow these videos for a step-by-step guide to setting up and administering Open eLMS.
These guides are also accessible directly within the platform via the help button on any screen.
Reporting
Follow these videos for a step-by-step guide to setting up and administering Open eLMS.
These guides are also accessible directly within the platform via the help button on any screen.
Organisation
- How to populate your database
- How to add companies and group entities
- How to add organizational information
- How to assign managers to specific departments or personnel
- How to configure user roles and permissions (Administrators, Compliance Managers, etc.)
- How to set up learning defaults?
- How to add Learning Categories?
- How to add Learning Providers?
- How to customize the learner's background image
- How to add Competencies?
Defaults
- How to edit automated system emails
- How do I distribute Open eLMS Creator courses?
- How to adjust automated reminder schedules
- How to customize system terminology and field labels
- How to adjust system configuration (see the Configuration Onboarding page for details).
- How to integrate Open eLMS Creator with third-party LMS APIs
- How to customise data dashboards
- How to rebrand the learning interface and run updates
Installation and Configuration
If you are setting up the system for the first time, please refer to the Installation Onboarding guide. While we handle the initial installation, you are responsible for configuring personnel, learning resources, and system preferences. We are here to help, and the following walkthrough videos provide step-by-step instructions for each phase.
The system offers over 600 configuration options. We have pre-selected defaults to suit most needs, but you may choose to activate new features as the platform evolves. We recommend reviewing the Configuration Onboarding guide after installation and following major upgrades to ensure the system remains optimized for your needs.
17 Steps to Configure Open eLMS as an Administrator
Follow these steps to get the system up and running. You will need your system URL and administrator login credentials to begin.
This guide follows the flowchart in your manual—download the manual here—and provides essential supplementary information.
Follow these steps sequentially to complete your system setup.
1) Is the system installed?
No
Contact support@openelms.com for your URL. Please ensure payment has been processed and the EULA is signed.
Yes
Continue.
2) Do you have admin access to the system?
No
Contact support@openelms.com to request access. For security, only one primary administrator is initially configured; they may then grant access to additional administrators.
Yes
Continue.
3) Is the system suitably branded?
No
Prepare a transparent PNG logo (at least 400x200 pixels) and upload it using these instructions.
Yes
Continue.
4) Has employee data been imported?
No
Import your employee list by following these instructions.
Yes
Continue.
5) Are you using programmes of learning? (e.g. Open eLMS for Business, Open eLMS for Education etc.)
No
Continue.
Yes
Add Learning Programmes by following these instructions.
6) Would you like to add additional learning resources (e.g., eLearning, classroom training, videos, or projects)?
No
Continue.
Yes
Add learning resources by following these instructions.
7) Do you wish to Set up Single Sign-On (SSO)?
No
Continue.
Yes
Email your federation metadata (XML file) to support@elearningwmb.com to arrange a SAML SSO integration. Please include your company name and system URL. An integration expert will contact you to finalize the process.
View ADFS federation metadata example
8) Is your organisational structure set up correctly (Departments, Locations, Companies)?
No
Your structure should be established during the HR data import. You can manually edit these parameters or re-import amended data to correct any errors.
Yes
Continue.
9) Are your Coach/Trainers or Managers set up?
No
Administrators can manage all data via the 'Manager' menu. In larger organizations, you can assign specific managers or coaches responsibility for certain groups, departments, or individual learners.
Yes
Continue.
10) Are the default emails sent by the system correct?
No
The system sends automated reminders to encourage learner engagement. While default templates are provided, we recommend reviewing and customizing them to match your internal communication style.
Yes
Continue.
11) Have you turned on email functionality on the site?
No
Email functionality is disabled by default. You must enable emails before launch to ensure learners receive their initial login credentials.
Yes
Continue.
12) Does the terminology match your organization (e.g., 'Department', 'Group', or 'Job')?
No
You can customize any system label (e.g., changing "Department" to "Cost Centre") to ensure the platform aligns with your internal terminology.
Yes
Continue.
13) Are you happy with the configuration of the system?
No
The system offers extensive configuration options. Watch the walkthrough for an overview; the default settings are typically sufficient for your initial launch.
Yes
Continue.
14) Do you want to integrate with other 3rd party systems using APIs?
No
Continue.
Yes
Contact support@elearningwmb.com with details of the system and the data you wish to sync. Open eLMS features an extensive API (documentation available here), and our team can assist with custom integrations.
15) Do you know how to manage data once it starts being collected?
No
We recommend logging in as a manager to review the manager interface walkthroughs. If you have purchased specific training, contact your account manager to schedule a session.
Yes
Continue.
16) Are you ready to launch the system?
Review the following checklist before going live. If you have questions, contact support@elearningwmb.com.
Are all learners, managers, and administrators configured?
Does the structure reflect your organization?
Are learning resources assigned and ready for users?
Is email functionality enabled?
17) Do you know how to notify learners that the system is live?
No
You can launch the system by: 1) sending welcome emails individually; 2) re-importing the user list to trigger bulk emails; 3) using an email report; or 4) using your own internal communication channels.
Yes
Your system is ready for launch. Notify your managers that the platform is live; you can also send them default welcome emails at this stage.
Please contact support@openelms.com with any queries regarding these instructions. Note that this guide is for administrative setup; manager and learner training is accessible via the help buttons within the platform. For additional classroom training, please contact sales@openelms.com for a quote.