1. Go to My Rooms.
2. Click on the Settings icon next to the room name.
3. Enter a description for your room, add a category, activation date, and set the timezone for your room.
4. Click on the Save button to save your changes.
5. Go to the Room Dashboard to see how the description looks like.

Tip: You can improve the look of  your text description by adding some formatting to your text (italic, bold, lists…) or by inserting an image in the description box. You can also add attachments to your room description.

From a csv file

1. Go to the People page.
2. Click on Import from file.
3. Select the Role Label for the people you’re about to import.
4. Click Next Step.
5. Make sure your file is formatted properly: the last line in your file should be blank.
6. Select the data separator in your csv file: comma or semicolon.
7. Click Browse to import the file containing the data to import.
8. Click Next Step.
9. Choose the appropriate column headers and make sure you select Ignore first row if the first line of data, in your csv file, contains headers.
10. Click Start Import.

Tip: Your file can also contain the Workgroup to which each person is assigned for the program. In this case, make sure you also assign a Workgroup Set to each group. For example, Workgroup set “Module 1” for the Workgroups “Group 1, Group 2 and Group 3”.

Manually

You can also add people to your room individually, especially if these people are already registered in the Platform.

1. Go to the People page.
2. Click Add new.
3. Type the email address of the person you want to add.
4. If the person already exists on the Platform, his/her data will be automatically filled in. You can edit some data like the Role label and Workgroups this person is assigned to.
5. Click Add.

Tip: Adding a person who is not in the Platform yet is really easy. Just fill in this person’s information in the form that will pop up after you’ve entered his/her email address.

1. Go to the People page.
2. Click on Workgroups at the top of the right column.
   From the Workgroups page, you can visualise and manage all the workgroups in your room.
3. Click on the blue Settings icon next to the workgroup name to edit this name or change the workgroup set it is assigned to.
4. Click on the Manage users icon to add people to the workgroup or remove them.

Tip: From the Workgroups page, you can import a list of workgroups assignments by person (in csv format). Simply click on Import from file and follow the instructions.

1. Go to the People page.
2. Click on the Edit icon next to the name of the person for whom you want to edit the profile information.
3. Edit/Add information for this person.
4. Click Save.

Tip: If you click on the person’s name, you’ll view his/her edited profile.

1. Go to the People page.
2. Select the people you want to send the login information to: check the box on the left side of their name to select them individually or check the box at the top left to select them all.
3. Go to the Bulk Actions drop down menu and select Send login info.

Tip: The color dot on the left side of the names gives you information about the person’s status:

Green = The login information has been sent successfully.
Orange = The login information have not been sent yet.
Black = The person has been disabled.

1. Go to the Resources page.
2. Click Add new.
3. Give your Resource a title and enter a description.
4. Select an activation date if you want this Resource to be visible at a later time, otherwise leave the default date and time.
5. Select Show on Dashboard if you want this Resource to be visible on the Room’s Dashboard.
6. Click Add attachment to add your media:
   • File: any file or image (jpg or png format)
   • Link: link to a website or Youtube video
   • Embed: any embed code
7. Give your media a name or leave the name field blank to show the file name.
8. Drag and drop the media names in the list to change their order at your convenience.
9. Click Save to post your Resource.

On the right side of the Resources page, you’ll see the list of Resources you posted. The eye icon means the Resource appears on the Dashboard. If you click on Edit order, you can edit the order the Resources appear both on the Dashboard and on the Resources page.

Tips: You can also preview each media before posting your Resource by clicking on their hyperlinked name.

• Go to the Tasks page.
• Click Add new.

WHAT

1. Write a Title for your task.
2. Choose a Theme or create a new theme by clicking on the bleu “+” sign next to the Theme dropdown list.
3. Describe your task. This description will be shown on the left side of the submission form and will give the participants indications about what they should post.
4. Format your description text as appropriate and add attachments to it if needed.
5. Click Save & Continue to fill in the Who information.

Tip: By default, the tasks are of Project type. Other task types (like Multiple Choice Questionnaires) will be available in the future.

WHO

1. Choose to whom the task is assigned: All participants or a Selected Workgroups.
2. If you choose Selected Workgroups, a list of all the workgroups in your room (sorted by workgroup set) will appear. Select the workgroups from this list. You can select multiple ones.
3. The Assigned people list updates dynamically so that you can make sure the task is assigned to the right people.
4. Choose one or several Facilitators for your task. This is optional.
5. Finally choose how you want the submissions to be shared.
6. Click Save & Continue to fill in the When.

Tip: If you check Allow edit, the participants will be able to edit the default list of people with whom they are sharing their post.

WHEN

1. The Activation date parameter allows you to make the task available at a specific date and time.
2. You can choose to send a notification upon activation or not. If you click on the highlighted Notification word, you will have a preview of the email sent to the participants.
3. You can then set a Deadline for your task and choose whether or not you want notifications to be sent to the participants when someone is posting as well as the frequency of these notifications.
4. A default closing date is set to one year after the activation date. When a task is closed, it is not visible anymore by the users. This date can be modified.
5. Click Save & Close when you’re done setting the properties for your task.

Important: By default, a task is saved as Draft. In order to make it visible, you should click the PUBLISH button in the Task title bar.

Tip: You can edit your task settings at any time but we do not recommend to do it after someone posted. Also, you should pay attention to the timezone set for your room as all the dates and times specified here will be linked to this timezone.

1. Go to the Discussions page.
2. Click Add new.
3. Give your discussion a Title and write a Description explaining what the discussion is about.
4. In Post to, select whether you want this discussion to be visible by All or just one of theWorkgroups you belong to.
5. You can attach resources to your discussion by clicking on Add attachment.
6. Click Post to make your discussion visible.

Tip: The newest discussions will appear on the Room’s Dashboard.

Several statistics will allow you to track the group and individual progress throughout the learning journey in your Room.

1. Go to the People page to view who posted, how many submissions and comments each person posted, how many tasks each one participated in, for both Tasks and Discussions.
2. On the Tasks page, you can have a quick view of how many people posted in each task.
3. For more details on a specific task, click on the Task title to access the Task detail page. Here you can view who posted, and have statistics by workgroup or posting date (change the view in the Group by drop down menu). The latest postings appear first.
4. Click on a person’s name to view the detail of each one of his/her posts. You can view the comments associated to each post by clicking on Show comments and Download this individual journey as a pdf document. If you choose to view the comments before clicking on Download, the comments will be included in the pdf file, otherwise they will not.

Tip: Click on a person’s name on the right column to browse through the different personal journeys.