Training Administrator Role and LMS Basics

Use this reference page to understand the Training Administrator role, common LMS responsibilities, and the key concepts you will use in the UE Learning Portal.

Key Point

Training Administrators help manage learners, assign training, monitor completions, and support learners in the UE Learning Portal.

Understanding The Training Administrator Role

A Training Administrator, or TA, helps manage online training for an institution in the UE Learning Portal. In the LMS, this role may also be called a Power User.

In the UE Learning Portal, a TA can:

Create and manage learner accounts
Assign courses or learning plans
Generate self-registration links
Manage groups or team managers
Monitor progress and completion data
Run reports
Support learners with access or enrollment issues

Note:
TAs cannot send emails through the UE Learning Portal, directly add or remove other TAs, or setup automations.

Using The UE Learning Portal

The UE Learning Portal is the LMS where learners complete UE training and Training Administrators manage users, enrollments, learning plans, reports, and related tasks.

The Learning Portal is located at learn.ue.org. This site is separate from ue.org, where you can find insurance information and other UE risk management resources.

Understanding Core LMS Concepts

These terms appear throughout the TA guide library.

Term	What It Means
Learner	A user who completes training in the Learning Portal.
Training Administrator	A user who manages training, users, enrollments, learning plans, and reports.
Branch Code	An institution identifier used during user creation and self-registration workflows.
Course	An individual training item completed by learners.
Learning Plan	A structured training path containing multiple courses, prerequisites, optional content, deadlines, and enrollment options.
Group	A way to organize learners for enrollment, reporting, or administration workflows.
Self-Registration Link	A link learners can use to create their own account and access training.

Understanding Key Decisions

Most Training Administrator workflows begin with two important decisions.

Decision	Guide
How should training be assigned?	Choosing The Right Enrollment Method
How should learner accounts be created?	Choosing The Right User Creation Method

Knowing Common TA Responsibilities

Most Training Administrator work falls into a few recurring responsibility areas.

Responsibility	What This Can Include
Managing Learners	Creating accounts, updating profile details, deactivating or reactivating learners, checking for duplicates, and supporting login issues.
Assigning Training	Enrolling learners in courses, assigning learning plans, using groups, or generating self-registration links.
Monitoring Training	Running reports, checking completion data, identifying non-completions, and reviewing dashboard information.
Supporting Learners	Helping learners find training, resolve account problems, confirm enrollment, or understand access instructions.

Choosing Training And User Management Workflows

Most administrator workflows begin with two important decisions:

Training Assignment	User Creation
Choosing The Right Enrollment Method	Choosing The Right User Creation Method

Tip:
Start with the simplest workflow that meets your needs. Use learning plans, bulk uploads, or automation only when your training program requires additional structure or scalability.

Protecting Learner Data Quality

Good learner data helps prevent access issues, duplicate accounts, incorrect enrollments, and reporting problems.

Confirm names and email addresses before creating or uploading users.
Search for existing accounts before creating a new user.
Use the correct branch code and institution-specific fields.
Verify course and learning plan assignments before launch.
Review reports regularly during active training campaigns.
Use related guides whenever a workflow is unfamiliar.

Important:
Account, enrollment, and completion changes can affect reporting. Review details carefully before making bulk or high-impact changes.

Getting Help From UE

If you are unsure which setup, enrollment, user management, or reporting workflow is right for your institution, contact the UE Learning Enablement Team at launch@ue.org.

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Training Administrator Role and LMS Basics