Training Administrator FAQs

Find quick answers to the most common Training Administrator questions. Browse by topic or use the search bar to find answers.

Looking for learner answers?

Visit the Learner FAQ Center for answers to common learner questions about logging in, accessing courses, printing certificates, navigating the Learning Portal, and more.

Open Learner FAQs

Browse Questions by Topic

Enrolling Learners

Do I have to manually enroll learners in courses?

No, you can use self-enrollment links for both courses and learning plans.

Choosing the Right Enrollment Method for Your Learners

Should I use a Course or a Learning Plan?

Most institutions choose to enroll their learners directly into courses, rather than using a learning plan.

Choosing the Right Enrollment Method for Your Learners

Course Management

Can I change a learner's status in a course?

Yes, you can reset their progress or mark them as complete.

Changing Learners’ Course Status

Learning Plans

Permissions

What’s the difference between a Training Administrator, Limited TA, Manager, and Learner?

Learners complete training. Training Administrators manage users, enrollments, progress, and reports. Limited TAs can view learners and pull reports. Managers support a defined group of learners.

Reporting

Which report should I use?

Most TAs will use two reports: a completion report and a non-complete report.  See our page below to see how to access and create your own reports.

Reports and Dashboards Overview

Configuration

Can I upload non-UE courses or training materials to the learning portal?

We don’t allow outside courses or training material to be uploaded to the UE Learning Portal.  However, you can download our courses and add them to your institution’s LMS instead.  Please see our guide on Self-Hosting for more information.

Can we automate the user creation and enrollment process?

Yes, we offer several options for automating the creation and enrollment process.

Automating Group, Learning Plan, or Course Enrollment

Can we customize the email notifications?

No, we do not offer the ability to customize email notifications at this time.  However, you can choose which email notifications you use.

Email Notifications

General

Does UE have an accessibility statement?

United Educators Accessibility Statement:

United Educators recognizes the importance of accessibility in our learning programs. We design all of our training tools with accessibility in mind and we are committed to continual improvements in this area. Most of our courses are accessible as defined by the previous version of the Section 508 accessibility standards. Updated Section 508 standards that more closely align with the version 2.0 of the Web Content Accessibility Guidelines (WCAG 2.0) went into effect in January 2018. Going forward, we are committed to conforming our learning programs to the updated Section 508 standards, including support for WCAG 2.1 Levels A and AA.

Our accessibility statement for the learning portal is available here. 

Please see our page on Accessibility and VPATs for more information.

General TA FAQs

I’m a new Training Administrator. Where should I start?

Start with the New TAs – Start Here guide. Training Administrators manage learner accounts, enroll learners, track progress, and generate reports.

What is a branch code? - For TAs

The branch code is your institution’s ID in the learning portal and what ties your learners to your institution.  For more information, please see this article: Branch Codes

Why did my CSV/bulk upload fail?

Common causes include incorrect headers, mapping User ID instead of Username, missing branch code, incorrect Active values, formatting problems, or using fields that are not supported for that import.

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