Admin guide

How to set up your group, assign training and track results. For taking a course yourself, see the learner guide.

1. Buy licenses
Each learner needs one license per course.
2. Add learners
Create an account for each person.
3. Assign courses
Give each learner the right training.
4. Track results
See scores and download a status report.

Getting started

After you buy training, use the setup link in your order email to create your account. The licenses you bought are added to your account, shown with your Training ID. Log in from the home page. Passwords must be at least 8 characters, and you'll be asked to choose a new one once a year.

Your menu

Home
Your certificates and your Training ID.
Learners
Add and edit learners, view test results and download the learner status report.
Licenses
See what you've purchased and what's available, assign licenses and buy more.
My Training
Your own courses, tests and scores, if you're taking a course too.
Profile
Update your company profile, your own profile and your password.
Helpful links
This guide, any helpful documents we've added, and our contact page.

Adding a learner

  1. Go to Learners > Add learners.
  2. Choose the learner type: a learner, or an admin who can also manage your group.
  3. Choose a course to assign, if you have a license available.
  4. Enter the first and last name exactly as they should appear on the certificate. Add an email address, a login and, if useful, a comment such as a department. Comments don't appear on certificates.
  5. Make sure Active is ticked, then save.
  6. Give the learner their login and the temporary password shown on the form. They must choose their own password at first login, within 7 days.

Managing learners

Go to Learners > Edit learners and filter by the first letter of the last name if your list is long. For each learner you can:

  • Edit their details or make them inactive.
  • Reset their password to the temporary password, which they must change within 7 days.
  • Send a password reset link, if they have an email address on file.
  • Manage courses to add or remove their courses.
  • Delete the learner.

Licenses

Go to Licenses > Assign licenses / license status. The table shows how many licenses you've purchased and how many are available for each course. Click Assign licenses, tick the learners who should get the course or use Select all, and save.

To buy more, choose Licenses > Purchase licenses. Buy four licenses and get one free. For larger group discounts, email sales@hipaagroup.com.

Checking progress and results

  • Learners > View test results lets you search for results and open a learner's answers.
  • Learners > Download learner status report gives you a spreadsheet file you can keep for your compliance records.

What your learners do

Share the learner guide with your group. In short, learners view every page of the course, then take a timed test. They need 70% or better to pass and get three graded attempts per license. If someone uses all three, they need a new license to test again. Certificates appear on their Home page after they pass.

Need help?

Email sales@hipaagroup.com and include your Training ID.