Share your insights and experiences with other ClickLearn users
- 29 Topics
- 87 Replies
Tell the Community about what kind of projects you’re using ClickLearn with and find out what your peers from other companies do. If there is anything that you’re in particular proud of, please don’t be shy to share your achievements (# of users trained, speed of user adoption, time / money saved, deadlines met, etc.). Remember that sharing is the very essence of this Community and your use case can be an inspiration to many
HiI’m wondering if there are any other IFS users out there who have incorporated the scope tool into ClickLearn? Our implementation partner is using the scope tool, and they’re asking me what format the outputs would need to be in, and I can’t seem to find any information about it. We have our ClickLearn training this Friday so I’d love to get some more detail ahead of time.Thanks in advance!Frederique
All, I know that spell check was an issue and last time I checked, there isn’t a solution inside ClickLearn. That said, when your portal grows beyond 1,000 pages of content and steps, with multiple editors, it is easy to not catch misspelled words. I will share my work around: While working on a concordance file for my written processes (separate thread later), I am using a word frequency counter in VBA that counts the word frequency in my huge file. From there, it is VERY easy to see the misspelled words in Word, go to your section in the written steps (the PDF of your training portal), find the specific recording, and then go update the recordings as necessary. In this example, I have misspelled ‘separate’ 7 times, as found in VBA. Before we go too far, don’t be afraid of this VBA, it’s easy and self-explanatory. I also didn’t write it, found it on the Internet and works great. When the script runs, for a 1,200 page doc, it took about 10 minutes to run. Easy peasy. When the
HiWe’re working through an IFS implementation, and using ClickLearn as our major content creation tool. We’re also still working remotely due to COVID restrictions in our province, but even as those start to come to an end, our implementation team is still spread out over a wide geographic area, and we’re not co-located.Does anyone have any tips, tricks or strategies for how to best leverage ClickLearn in this type of environment? Did you train more of your team (business analysts) on how to take screen captures, or did you rely on a few central people (training admins) to replicate system steps and do the screen captures? I’d appreciate any insight anyone can share, and happy to share what we find helpful/useful as we progress through our project.Thanks in advance!
Hi there :)I am wondering if there is anyone who has experience with recording basic instruction videos in 1 language and replayed it from there into more than 10 languages? If so, how did your internal organization looked like and how was it set up? So did you have a central team, or multiple authors who lokalized the training material in own language, etc? if there is any one who would want to exchange experience, I would very much appreciate it. Kind regards,Emina Training Specialist at Lely in the Netherlands
During our software development process, we update some of our ClickLearn recordings (via replay) to fit with new release updates. These updates are made prior to the release but are only made public to our end users once the updated features to our software are deployed.To users who also go through this cycle, how have you maintained version control for your recordings during your release process in Attain?In your Attain projects, how have you kept a current version of a recording “live” for your end-users while working on an upcoming version of the same recording?
All,We are publishing outside of the CL cloud and hosting training content in OneDrive. With that our ability to use the feedback forms and ratings are not an option for us (that’s a different thread how to turn that off). In this example, I repurposed the email address field and master shelf and book templates to post a link back to Microsoft 365 Forms as our feedback and survey tool. The end result is a standard link which links back to our Microsoft Forms page. Step 1: post your link in the feedback email address field in preferences. Because the way the templates dynamically produce webpages, you cannot just stuff the link in the html templates, you have to call the link from this field. Step 2: in the shelf and book templates, under ENDOBJECT0, I am replacing the <li class=”support”> … </li> with the contents below. The variance %7 is the email field from the previous step that I am repurposing for the external link. Reproduce and enjoy!
Hi All, I’ve learned a lot from this community so wanted to take a moment and give something back; this is not too complicated or difficult. I wanted to add a custom button to the shelf template, next to the ‘download full portal’ existing button. The button I am adding is “Download Glossary” which is an external link. To this to I copied the html code for “Download full portal” and added it below the existing button, then added the variable name in FINALREPLACE. Lots of different ways to do this, this is just one way to get there. Enjoy!
I am currently updating the training material of our company, Rockwool International A/S by using clicklearn, so would like to get more insights from the people already using it. I would highly appreciate the people in this community, if they could share their experiences so far. On top of that, it would be awesome if we can organise a skype/teams session to view your work for inspiration.
I am curious how other authors are pointing their audience to the ClickLearn Portal. Our CRM Dynamics is very customozed and I would like to see how others are using the ClickLearn icon for User navigation to the Portal. I am wanting to put the ClickLearn icon on the task bar within each CRM entity (we have several) so User just click and land in the portal like:What are the rest of you doing to get your Users to the Portal?
I am using ClickLearn primarily for videos, which will then be played within our Customer Support Portal (we use Zendesk).I would like to be able to switch between a full screen view and the zoomed in scaled view on the video.For example, on one step in my video, I am explaining how to add an item to a sales quote. I have the text read as part of the note attached to a group of steps.The full screen is shown In the background.I then show the video just clicking through the columns that I explained in the text, but I don’t have narration here.I would like to zoom in only on that step, and then maybe add a callout or highlight to the columns being clicked.Does anyone know how to do this?
As an ERP and software solution provider we deliver solutions in different areas, Chemistry Manufacturing, Professional Services, Retail and Distribution. To help our customers with this solutions, we create the how to use, how to get result, and do in the right orientation training material. This is used for new users in companies and in new projects. Help the customers to review and lesson or to know how to in their on time interacting with our project or support team for questions with smart content cause of achieved knowledge. Additional documents as Word and Power Point allow the customer to manage their own language given to end user the proper approach for each feature.
Hi everyone,I currently writing the last pages of my thesis about how to create good user documentation for specific business line ERP system.But @Per gave me the idea to ask you to get more information, ideas and share the knowledge.I discovered that there are a lot of different types of user documentation for software, for example first steps, training material for different tasks, describing features, function or buttons on a page. And the different types of documentation have different requirements.I think, ClickLearn has so many brilliant features to meet all the different requirements.To do that in an efficient way and with good quality over time, I think it’s necessary to implement procedures for the documentation project. Like @Christines Project Plan Workbook. My biggest question is how to create a whole documentation for a complex standard version of an ERP system, because there are so many different features, ways to do a task and users with different experience.Hope some o
My interest is how to use ClickLearn to build effective business process work instructions. Simply showing the steps of a process is not the same as training someone on the actual process and why certain activities are required. The goal is to help the users understand why they do a certain activity so they can more easily adjust to the new or never thought of issues that they may be faced with later. To use the old saying...it is better to teach a person to fish than to simply give him a fish.
Hi all. I’m working on the company website and wanted to add information about our clicklearn portal. I wanted to hear about what other Clicklearn folks had done and what our capabilities are. Can we pull the login page to our website? Or is there marketing collateral we are allowed to use? Thanks in advance for any tips and tricks!Best,Suzie
For anyone who uses Microsoft Dynamics 365 for Customer Engagement and Business Central, a colleague of mine has the following question: If a customer starts with a £49 Sales Professional license can they then buy a Business Central attach licence and if Yes how much is it? Might be a long shot but if anyone has any knowledge on the subject, thoughts would be very much appreciated!
I was inspired by the “Show & Inspire” session this morning! Someone mentioned they were pulling the odata usage statistic into Power Bi to do some analytics and I realized that I had not done that. It is a bit confusing as there are a large number of rows and columns in the CompanyTrackingData piece so I wanted to share how I got my metrics in case it is helpful to others (or in case someone at ClickLearn wants to tell me I am doing it wrong) Page View Counts: Action=pageview Video Counts (ShowMe, TryMe, and TestMe): Action=init Feedback: Action=feedback TryMe Correct Clicks: Action=Correct TryMe Incorrect Clicks: Action=Wrong Active Users: Distinct Count of User Books in Use: Distinct Count of Bookid Training/Recordings in use: Distinct Count of Recordingid I included the slider bar to filter the data by date to make it a bit more digestible. Plus included the total interactions (count of all rows in the CompanyTrackingData file) because it is impressive! Here is what t
Background: In order to introduce a system process you may find it valuable to provide users with a topic introduction that provides context of how all recordings within a given book are related. For regular classroom training this typically involved providing PowerPoint presentations before diving into the system demonstrations and exercises. At PCL we currently refer to these as “Overview” recordings. Preparation of PowerPoint content: If you intend to create multiple overviews, create a PowerPoint template (.potx) so all overviews will retain a similar look (same slide sequence, layouts color/fonts etc.) You may also want to use this template to generate your Intro and Outro images. One of the core elements we wanted was to use standard swimlane diagrams to explain the parties and functions they perform. Each of the boxes typically relates to a subsequent recording. These are animated in PowerPoint to show the process flow. PowerPoint animations can be recorded for
I’ve noticed that in multi-chapter Show Me videos the image that belongs to the following chapter appear one or two seconds immediately before the actual chapter name appears. Let me try to explain a different way with a simple example: Chapter 1 contains one image we will call “Image A”. Chapter 2 contains a different image we will call “Image B”. The video plays in this order: “Image A” shows throughout Chapter 1. At the end of Chapter 1 “Image B” suddenly appears, even though it’s not connected to any Notes or Steps belonging to Chapter 1. The Chapter 2 title screen appears. Then Chapter 2 proceeds along with “Image B”. ClickLearn support says they are looking into this, but I wondered if anyone else here had encountered this, and if so, what sort of solution you may have come up with. Thank you.
Already have an account? Login
Social LoginLogin with Token
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.