Perform trainings through the portal
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Prerequisites
- External User Portal configured with a training widget.
- Portal with widgets shared with the external user in External User Portal (CM030).
- External user included in the security settings of the courses and learning paths to be taken.
- External user logged into the portal.
Presentation
The External User Portal allows users to participate in trainings previously configured by the organization.
Through the portal, users can access online courses, track their progress, and view their participation history according to the permissions granted.
In addition to completing trainings, the user can view suggested learning paths, check enrollments, monitor ongoing courses, and identify trainings already completed or previously attended.
These contents are displayed in the portal through training widgets, which organize the information clearly to facilitate access and monitoring.
Available training widgets
- Available Courses: displays the list of courses available for online training.
- Training Enrollment: lists the trainings available for enrollment.
- Training in Progress: displays the trainings currently in progress in which the user is participating.
- Training Participation: lists the trainings the user has already attended.
- Learning Path: displays available learning paths for online training, grouping courses according to the journey defined by the organization.
Perform training and learning paths
1. On the home page, click one of the available portal cards to open it in a new browser tab.
2. Inside the portal, locate the available courses or learning paths widget.
3. Expand the widget or scroll through the list to view the courses or paths configured for you.
4. Click a course or path to open its record.
5. Click Take this course/path to begin the training.
Enroll in a training
1. On the home page, click one of the available portal cards to open it in a new browser tab.
2. Inside the portal, locate the training enrollment widget.
3. Identify the course or learning path you wish to take.
4. Click the course to view more details (description, workload, objective, and other information, depending on configuration).
5. When available, click Enroll.
6. After enrolling, use the portal itself to access the training content, following the instructions displayed on the screen (such as opening lessons, materials, or assessments).
The enrollment method (self-enrollment, automatic enrollment, or other) depends on the configuration defined by the organization in SoftExpert Suite.
Track trainings
1. On the home page, click one of the available portal cards to open it in a new browser tab.
2. Inside the portal, locate the widget responsible for training tracking.
3. Information that may be displayed includes:
- Trainings the user is enrolled in.
- Courses in progress.
- Trainings the user has already attended.
Conclusion
Through the portal, external users can view—in a single environment—the trainings available to them, those already started, and their participation history, according to the options defined by the organization.