Quick Start Guide

An Administrator tasks in KREDO are really easy to adapt.

Check your email (the one registered in the KREDO platform when your user profile was created) for your login credentials which will be in an email with the subject line reading as, 'Welcome Aboard! Here is your KREDO login link.'.
Click the 'Login' button that appears in Pink or copy the URL https://kredoapp.com/ to your browser.
Enter your login credentials to access the KREDO platform as the Administrator.
To change the default password in the email, go to the Profile page (To access this page, click the arrow on the top right-hand corner and click the Profile option) and update the password.

USER PROFILES

User management is all about user profile creation, and updates being made. A user's credentials are defined here as to what role they are given inside the platform, whether they are an Administrator, Author, Manager or Learner.

Creating an Individual User Profile

To access the Users page, click the Users icon from the main menu.
- In the Users page, the options to create an individual user or users in bulk can be seen by clicking the Create button.
To access the Create User page, click the option Individual under the Create button.
Enter the first name, last name, email, and phone number.
To select the country, role, group, job role and level, click the drop-down arrow in the respective fields.
- To create a group, a Manager is a must. In other words, a user must be created who will be chosen as the Manager for the respective group.
To save the results, click the Create button.
- The new record is now seen in the list.
- An email is generated to the new user to their registered email address.
- The welcome aboard message along with the login credentials is in the body of the email.

Editing an Individual User Profile

To access the Users page, click the Users icon from the main menu.
To access the Edit User pane, click the relevant username.
Update the first name, last name, email, and phone number, as required.
To save the details, click the Update button.

Deleting an Individual User Profile

To access the Users page, click the Users icon from the main menu.
To access the Edit User pane, click the relevant username.
To access the Please Take a Moment window, hover the mouse over the three dots.
Click the Delete option.
To delete the user profile, click the Yes button.

Suspending an Individual User Profile

To access the Users page, click the Users icon from the main menu.
To access the Edit User pane, click the relevant username.
To access the Please Take a Moment window, hover the mouse over the three dots.
Click the Suspend option.

Updating the Password for an Individual User Profile

To access the Users page, click the Users icon from the main menu.
To access the Edit User pane, click the relevant username.
To access the Change Password pane, hover the mouse over the three dots.
Click the Change Password option.
To delete the user profile, click the Yes button.

Creating Bulk User Profiles

To access the Users page, click the Users icon from the main menu.
To access the Create Users pane, click the Bulk option, by clicking the Create button on the User page.
The Create Users page appears.
- To download the Excel Spreadsheet in either .CSV or .XLSX, click the Download Sample Format link.
- The template gets downloaded and is saved in the Downloads folder in your system.
- The Excel Spreadsheet can be moved to any location.
- Upon download, the Excel Spreadsheet will not have any data.
Double-click the Excel Spreadsheet to view the columns.
Enter the relevant details in the Excel Spreadsheet and save this file to the desired location.
- Ensure there are no spaces at the beginning or end of any value entered in the Email, First Name, Last Name and Phone columns.
- Once a set of rows are added, and if the upload is done with the previous data in the Email, First Name, Last Name and Phone columns, the upload will be successful but will override the already existing values. However, if there are any values updated in the any of the columns Email, First Name, Last Name and Phone, only those will be updated.
- Once a set of rows are added, and if the upload is done with the previous data in the Email, First Name, Last Name and Phone columns, the upload will be successful but will override the already existing values. However, if there are any values updated in the any of the columns Group, Job Role and Level, only those will be updated.
Click the CHOOSE FILE button and select the Excel Spreadsheet that was saved earlier and click the Open button.
The Excel Spreadsheet gets attached.
Click the Create button.
- The new record is now seen in the list.
- An email is generated to the new user to their registered email address.
- The welcome aboard message along with the login credentials is in the body of the email.

Individual User Profile Activation

To access the Users page, click the Users icon from the main menu.
To access the Invite User pane, click the Individual option, by clicking the Invite button on the User page.
The Invite User page appears as the right pane.
Enter the first name, last name, email, subject details, and the body of the message.
- Do not change the text in between the % character.
Select the role as it is a mandatory field.
- Select the job role, level and group as required.
- To create job roles and job levels, click Settings under Menu.
To send the email for user profile activation, click the Invite button.

Bulk User Profile Activation

To access the Users page, click the Users icon from the main menu.
To access the Invite Users pane, click the Bulk option, by clicking the Invite button on the User page.
The Invite Users page appears as the right pane.
- To download the Excel Spreadsheet in either .CSV or .XLSX, click the Download Sample Format link.
- The template gets downloaded and is saved in the Downloads folder.
- The Excel Spreadsheet can be moved to any location.
- Upon download, the Excel Spreadsheet will not have any data.
Double-click the Excel Spreadsheet to view the columns.
Enter the relevant details in the Excel Spreadsheet and save this file to the desired location.
Click the CHOOSE FILE button and select the Excel Spreadsheet that was saved earlier and click the Open button.
The Excel Spreadsheet gets attached.
Click the Invite button.
- An email is generated to the new user to their registered email address.

USERS GROUP

Creating a User Group

To access the User Groups page, click the User Groups icon from the main menu.
The access the Create Group page, click the Manual option by clicking the Create Group button.
Enter the group name, select the Manager, and select the user(s).
- If the users created have not been assigned the role of a Manager, then they would not appear in the user list.
- When selecting users in the Users field, typing the first letter of the name, fetches all the names that start with that letter.
- Select the relevant users who need to be added to this group by checking the box.
- If the user list goes beyond a page, there is an option to move to the next page or navigate between pages.
Click the Create button.
- An email is generated to the new user to their registered email address.

Creating User Groups in Bulk

To access the User Groups page, click the User Groups icon from the main menu.
The access the Create Group page, click the Import option by clicking the Create Group button.
- To download the Excel Spreadsheet in either .CSV, .XLS, .XLSM or .XLSX, click the Download Sample Format link.
- The template is saved to the Downloads folder.
- The Excel Spreadsheet can be moved to any location.
Upon download, the Excel Spreadsheet will not have any data.
Double-click the Excel Spreadsheet to view the columns.
Enter the relevant details in the Excel Spreadsheet and save this file to the desired location.
Click the CHOOSE FILE button and select the Excel Spreadsheet that was saved earlier and click the Open button.
The Excel Spreadsheet gets attached.
Click the Create button.

Editing a User Group

To access the User Groups page, click the User Groups icon from the main menu.
To access the Update Group pane, click the relevant group name.
Update the group name, select the Manager, select the users, as required.
To save the details, click the Update button.

Deleting a User Group

To access the User Groups page, click the User Groups icon from the main menu.
To access the Update Group pane, click the relevant group name.
To delete the user group details, click the Delete icon.

CREATE YOUR FIRST COURSE

Defining Course Settings

Access the Courses page, by clicking the Courses option from the main menu.
To access the Course Settings page, click the option New Course under the Create button.
Enter the title and description of the course under General Settings.
Select the duration of the course using the slider under Minutes.
Add key words pertinent to the course being created under Tags.
Under Course Content, switch on/off the features outlined below, which make courses as flexible as possible.
- Enable the Language Selector option for the learner to choose from a language of their choice from a drop-down list before getting to the login page.
- Enable the Progress Bar option for the learner to view the progress bar to know the extent of the course they have completed.
- Enable the Menu option for the learner to see the menu for the course they take.
- Enable the Lock screen for question option for the learner to proceed only if they provide the correct answer for the question.
- Enable the Certificate option for the Author to add a certificate for the course they create.
- Enable the Memory Booster option for the Author to create a memory booster before publishing the course.
- Enable the Audio option for the Author to add an audio while creating a course.
Under Assessment, switch on/off the features outlined below, which make courses as flexible as possible.
- Enable the Assessment Timer option for the learner to finish an assessment within a prescribed time only if the course is created as an assessment.
- Enable the Disable Feedback option for the learner to avoid sharing any feedback for the questions they have answered correctly, for the questions they have answered incorrectly as well as for the remediation's they have completed for assessments.
- Enable the Lock After Completion option to prevent the learner from accessing the course after completion of an assessment.
- Enable the Disable Analytics option to prevent the learner from accessing the course detailed report.
To select the image for the course background, click the Upload icon.
- The recommended size is 1024*720.
- Browse to the location where the relevant image is saved.
- Select the image and click the Open button.
- The selected image now appears under the course background.
- To delete the image, click the Delete icon.
To select the image for the course thumbnail, click the Upload icon.
- The recommended size is 250*180.
- Browse to the location where the relevant image is saved.
- Select the image and click the Open button.
- The selected image now appears under the course background.
- To delete the image, click the Delete icon.
To select the image for the course logo, click the Upload icon.
- The recommended size is 100*50.
- Browse to the location where the relevant image is saved.
- Select the image and click the Open button.
- The selected image now appears under the course background.
- To delete the image, click the Delete icon.
Select the relevant font from the Font field. Then choose from relevant options under Theme (Apex, Health, Office, Retail, Standard), which in turn auto populates the colors for below mentioned 9 options. The colors for each option can also be individually updated using the slider for the color schemes or slider for the black and white scheme. If a specific color or shade isn’t available in the sliders, enter the hexadecimal code for the required RBG (Red, Blue, Green) scheme and add your relevant color.
To save the course settings, click the Create button. As shown highlighted in Red.

Creating a Course

In continuation from defining the course settings, click the Create button. The only exception is when the Author wants to access the templates to continue course creation from where he/she left off earlier or to make course edits for an existing course, in the Courses page, click the relevant course tile. The Author is taken to the Course Settings page, and then click the Continue button. The Create button will not be available in this scenario.

The default view with the Welcome title for the course is what appears when the Author moves from the Course Settings page to the course creation page. The left pane is where the various topic titles are added.
A topic within a course can have any number of pages (templates) added. To add a new page to an existing topic, click the Add Page button, the plus mark in the Green circle.
To add another topic within the same course, click the Add Topic button.
The course can be viewed in three modes. By default, the view is a desktop/laptop view.
- Desktop/Laptop
- Palmtop
- Mobile
To auto save the course creation work, after every 30 seconds, check the box Auto Save.
To undo an action, click the Undo option.
To redo an action, click the Redo option.
To preview the course before publishing, click the Preview option.
- The option shown appears. Scan this code using your mobile device to access the course, even before it gets published.
To manually save the work being done, click the Save button.
To save the work being done, click the Publish button.
The option Themes as seen in the Course Settings page is also available in the course creation page, shown as Update Theme. To view the Course Theme, click the Update Theme button.
As explained in Step 2, to view all the templates, click the Add Page icon. In the following steps, we will see how to add a template from 'Content' to begin with.
From Content, click/choose the Introduction template. The Introduction template is loaded with default values in the fields as seen on the right pane.
Under the Topic Title, hover the mouse over to the end of the Welcome template to the three dots and click the Delete option.
Let's look at the various fields in the Introduction template. Enter details as required by your business, function, process, guidelines, training strategy, etc., and follow the relevant instructions to build your content inside the Introduction template. The details in this template are specific to only this template (Applicable to every template in the platform). Every entry you make or image you choose, the updates are real time in the display of the course in the center pane (Applicable to every template in the platform).
- Title – Refers to the title name for the chapter or the main heading.
- Image – Refers to the image that is attached.
- Image Left – Refers to the slide bar to align the image from the left to the right and vice versa.
- Image Top – Refers to the slide bar to align the image from the top to the bottom and vice versa.
- Content – Refers to the elaborate lines or details.
- Content Left – Refers to the slide bar to align the content from the left to the right and vice versa.
- Content Top – Refers to the slide bar to align the content from the top to the bottom and vice versa.
- Done Text – Refers to the name of the button for this chapter, clicking which the learner moves to the next stage.
Next, from Concept, click/choose the Accordion template. The fields in the Accordion template are given below:
- Title – Refers to the title name for the chapter or the main heading.
- Content – Refers to the few lines under the title or like a sub-heading. This could be elaborate if that is the requirement.
- Instruction Text – Refers to what the learner needs to follow on this screen to complete covering the information that is laid out.
- Panel Color – Refers to the color in the background of the title name for the list.
- Patch Color – Refers to the color in the background of the content under the list.
  - Title – Refers to the title name for the list.
  - Content – Refers to the content in the list.
  - Add Lists – To add a new list, click this button.
  - To delete a list, click the Delete icon.
- Done Text – Refers to the name of the button for this chapter, clicking which the learner moves to the next stage.
Next, from Question, click/choose the Multiple Choice template. The fields in the Multiple Choice template are given below:
- Points – Refers to the number of points the learner must score after the successful completion of this assessment.
- Remediation – Refers to the content the learner needs to go through in case they answer this particular question incorrectly. This isn’t mandatory to be defined. The three available options as remediations are given below. Click the relevant icons.
  - Web Link – Refers to the URL the learner is redirected to.
  - Upload PDF – Refers to the PDF document the learner can access.
  - Page Name – Refers to a page in the course the learner must go through.
    - By default, the Page Name option is what appears.
- Title – Refers to the title name for the assessment or the main heading.
- Image – Refers to the additional text or image that can be added under the title.
  - Text – Refers to the text that the learner goes through.
  - Image – Refers to the image the learner views.
    - By default, the Text option is what appears.
- Question Image – Refers to the image that can be attached as a visual to the question that is added. To attach the image, click the Add Background button.
- Instruction Text – Refers to what the learner needs to follow on this screen to complete the assessment.
- Correct Feedback Title – Refers to the message that the learner will see if they choose the correct answer.
- Correct Feedback Content – Refers to the detailed message to reemphasize the correct answer chosen by the leaner.
- Incorrect Feedback Title – Refers to the message that the learner will see if they choose the incorrect answer.
- Incorrect Feedback Content – Refers to the detailed message to remind the learner as to why their choice of answer was incorrect.
- Feedback Button Text – Refers to the text that is defined seen by the learner once they read the Correct Feedback Content or the Incorrect Feedback Content.
- Done Text – Refers to the name of the button for this assessment, clicking which the learner moves to the next stage.
Next, from Gamified, click/choose the Spin and Win template. The fields in the Spin and Win template are given below:
- Game Instruction – Refers to the detailed instructions the learner needs to go through to understand how this game needs to be played and how to score the points.
- Instruction Text – Refers to what the learner needs to follow on this screen to complete the game.
- Start Button – Refers to the text in the button the learner will click to start the game.
- Update Questions –> Questions – Under Question - 1:
  - Type – Refers to the type of gamified assessment which is Multiple Choice, and this is a non-editable field.
  - Points – Refers to the number of points the learner must score after the successful completion of this assessment.
  - Remediation – Refers to the content the learner needs to go through in case they answer this particular question incorrectly. This isn’t mandatory to be defined. The three available options as remediations are given below. Click the relevant icons.
    - Web Link – Refers to the URL the learner is redirected to.
    - Upload PDF – Refers to the PDF document the learner can access.
    - Page Name – Refers to a page in the course the learner must go through.
      - By default, the Page Name option is what appears.
  - Question – Refers to the question the learner needs to go through.
  - Question Instruction – Refers to how the learner needs to navigate the question.
  - Button Text – Refers to the text in the button the learner will click to submit the answer given for the question.
  - Options
    - Option – Refers to the option name.
    - Answer – Check this box if this selection is the correct option.
    - Add Options – To add a new option, click this button.
    - To delete an option, click the Delete icon.
- Correct Feedback Title – Refers to the message that the learner will see if they choose the correct answer.
- Correct Feedback Content – Refers to the detailed message to reemphasize the correct answer chosen by the leaner.
- Incorrect Feedback Title – Refers to the message that the learner will see if they choose the incorrect answer.
- Incorrect Feedback Content – Refers to the detailed message to remind the learner as to why their choice of answer was incorrect.
- Feedback Button Text – Refers to the text that is defined seen by the learner once they read the Correct Feedback Content or the Incorrect Feedback Content.
- Add Questions – To add a new question, click this button.
- To delete a question, click the Delete icon.
- Done Text – Refers to the name of the button for this assessment, clicking which the learner moves to the next stage.
To save the details added in every template, click the Save button.
To publish the course details, click the Publish button.

PUBLISH YOUR FIRST COURSE

Publishing a Course

In continuation from completing the course creation, click the Publish button. The only exception is when the Author wants to access the Course General Setting page for a specific course as seen in the Courses page, click the three dots on the relevant course tile and then click the General option. The Author is taken to the General Course Setting page, where various actions can be taken with respect to enrolling users, publishing/unpublishing courses, adding memory boosters, viewing course update logs as worked on by the Author, sharing the course with another Author, and viewing course report logs.

Once you complete creating the course, click the Publish button.
The Author is taken to the Course General Setting page.
- GENERAL – To map the course to either the Job Role or the Job Level, select from the relevant drop-down fields in this tab.
  - Enable Public – In this scenario, this course will not be assigned to anyone specifically but every active learner in the platform, when they login, they see this course and they can self-enroll if they wish to but isn’t mandatory.
- ENROLL USERS – To map the course to individual or multiple users, groups, levels, and roles, use this tab. The relevant users, groups, levels, and roles can be accessed by moving between the relevant tabs.
  - Select the relevant user and click the Continue button.
  - Enter the relevant details and click the Enroll button. To lock the course after the scheduled end date, enable the option Lock after end date.
  - The enrolled user is no more seen in this tab
  - All Users – In this scenario, this course will not be assigned every active learner in the platform overriding the group, level, and role privileges. It will be mandatory that the course needs to be completed.
- ASSIGNED USERS – To view which are the learners to whom this course has been assigned, use this tab.
  - The enrolled user now appears in this tab.
  - All users in this tab will not be shown in the ENROLL USERS tab.
  - To reschedule this course, click the Reschedule option under the ACTIONS column.
- UNPUBLISH – To unpublish this course from the learners to whom this course has been accidentally assigned, use this tab.
  - The enrolled user now appears in this tab.
  - All users in this tab will not be shown in the ENROLL USERS tab, but will be shown in the ASSIGNED USERS tab.
- MEMORY BOOSTERS – To add memory boosters (Web URL, Document, Course) based on the current course completion by defining a schedule, use this tab.
- LOGS – To view the detailed logs on who has been working on editing this course, use this tab.
- SHARE – To share this course with other Administrators or Authors who can also edit this course, use this tab.
- REPORT – To view all the metrics with respect to this course in terms of users assigned and course progress, use this tab.