Administration Documentation Administrator Dashboard Overview The Administrator Dashboard is the primary diagnostic tool for platform administrators. it provides real-time data regarding automated system tasks, technical health, and specific software component versions. To access the central monitor for your platform, follow the navigation path below: Log in as a Site Administrator . Open the Side Drawer Menu . Click on the Admin section. Click on  Administrator Dashboard. After accessing the Administrator Dashboard, the following sections will be displayed: Learnexify System Status: The System Status section at the top of the dashboard provides a high-level overview of the platform's background operations. Scheduled Tasks: This display shows the last time the system's automated processes were executed. These tasks are critical for: Processing student enrollments. Updating automated reports. Sending out system-wide notifications. Health Page Link: A direct link to the site’s internal diagnostic page. Administrators should check this regularly to identify and fix technical bottlenecks or server configuration issues. Learnexify Documentation: Learnexify includes an integrated support system to assist administrators in real-time. Instant Help: You can scroll to the bottom of any page within the platform and click the Documentation link. This will take you to a specific help guide relevant to the exact feature you are currently using. Component Information: The Component Information table provides a detailed technical breakdown of every module installed on your Learnexify instance. Column Description Component The specific name of the module (e.g., Admin Block, Program Manager, Reporting Engine). Release The official release identifier of the specific module. Version The numerical version currently running on your site. This table is essential for system maintenance. Administrators use this information to verify if the system is up-to-date and to provide accurate technical data when communicating with support teams for troubleshooting.   Health Check Guide The Health Check is an automated internal monitoring system. It scans your site's database and configurations to ensure everything is running correctly, helping you prevent system errors before they affect your users.   To run a diagnostic scan of your site, follow these steps: Log in as a Site Administrator. Open the Side Drawer menu. Click on the Admin section. Click on the Health Check button . After accessing the Health Check button, you will see that the system display a list of checks: If the system detects a problem, it will be flagged with a color-coded warning to help you quickly identify the severity of the issue: 🔴 Red Highlight: Indicates a severe problem that requires immediate attention to prevent system failure, security risks, or data loss. 🟠 Orange Highlight: Indicates a moderate-to-high severity status. A specific problem has been detected, and Learnexify typically provides a dedicated Health Solution link to fix the issue. 🟡 Yellow Highlight: Indicates a less critical issue, a notice, or a configuration suggestion intended to optimize your platform’s performance. 🔵 Blue Highlight: Indicates an informational status. This is not a problem; it simply displays background details or environmental data about your system for your reference. 🟢 Green Highlight: Indicates a healthy status, confirming that the scanned component is configured correctly and everything is running perfectly. Resolving Technical Problems: Learnexify does more than just find problems; it provides the tools to fix them. For every issue found, the system generates a tailored solution. Using the Solution Interface: As shown in the example below, when an error is detected (such as "Unassociated Course Instances found in batch"), the system provides a dedicated Health problem solution page. Problem Description: The system explains exactly what is wrong (e.g., finding Course Instances that are no longer linked to a valid program). Click on the heath solution button to see the solution. In the Health Solution you will see a clear explanation of what needs to happen to fix the database. Click on the Fix this now button to automates the repair process. After clicking on 'Fix This Now,' you will see that the problem has been resolved.    Bulk User Actions The Bulk User Actions page is a mass-management tool. It allows you to filter a specific group of users (e.g., an entire graduating class or a specific department) and perform actions like deactivating or deleting them all at once. How to Access the Page: Log in to your Learnexify Dashboard . Open the Side Drawer (menu) on the left. Click on the Admin section . Select Bulk user actions .   After accessing the Administrator Dashboard, the following sections will be displayed: Understanding the Filters: The New filter section helps you isolate exactly which users you want to manage. Here is a brief explanation of each filter: Full name / Last name / First name: Search for users using their legal names. ID number: Search for users using their unique system or student identification code. City/town & Country: Filter users based on their geographic location. Preferred language: Find users who use a specific language for their interface. Group/User Group Name: Filter everyone belonging to a specific department or campus (e.g., "Islamabad Campus"). Program: Select a specific degree or certification to find all students enrolled in it. Show inactive: Choose to see "Only active" users, "Only inactive," or "All." Does not have an associated Learnexify user: Use this to find accounts that exist in the core system but are not yet linked to Learnexify specifically. Email address / Username: Direct search for specific accounts. After filling in your criteria, click the Add filter button. Your filtered list will appear in the table below. Selecting Users Efficiently Once your list is generated, you need to "Select" the users you want to act upon. You have three ways to do this: Individual Selection: Click the checkbox next to a single user’s name. Select all: Click this button (above the table) to check every box for every user found in your search. Deselect all: Click this to clear all checkmarks if you made a mistake. Show selected items only: If you have a list of 500 people but only selected 10, checking this box will hide the other 490 so you can double-check your selection before proceeding. After selecting your users, scroll to the bottom to the section labeled "With selected users..." and choose one of the two main actions from the dropdown menu: Mark as Inactive: This "freezes" the user accounts. The users will no longer be able to log in to the platform, but their data (grades, history, and profile) remains safe in the database. Why use it: Use this for students who have graduated or employees who have left the company but whose records you need to keep for future reports. Delete What it does: Permanently removes the selected users from the system. The Result: All their data, progress, and history are erased. This action cannot be undone. Why use it: Use this for "Test Users" or accounts created by mistake Once you have selected the users and the action (Inactive or Delete): Click the Submit button .     Default Results Engine Score Settings The Results Engine is a powerful automation feature in Learnexify. It monitors student grades and automatically triggers actions based on the scores achieved. For example, it can automatically mark a student as "Passed" or "Certified" the moment their grade falls into a specific range defined here. By setting these defaults at the administrator level, you create a "baseline" for the entire platform. Instead of manually typing grade ranges for every single course, the system will pull these standard categories automatically, ensuring consistency across all departments and programs.     To define your global scoring categories, follow these steps: Log in to your Learnexify Dashboard. Open the Side Drawer menu on the left. Click on the Admin section . Select Default Results Engine Score Settings . On this page, you will see a list of rows where you can define your grading brackets. Each category requires three specific pieces of information: Min (Minimum): The lowest score required to enter this category (e.g., 50). Max (Maximum): The highest score allowed in this category (e.g., 79). Name: The label that describes this performance level. This name will appear in reports and automated notifications. Practical Example: Min Max Name 80 100 Distinction / High Achiever 50 79 Pass 0 49 Remediation Required Managing the Scoring Table The system is flexible, allowing you to add as many or as few categories as your institution requires. Adding a Category: Click the Add new score range button at the bottom of the list to generate a new empty row. Removing a Category: If you have an extra row or a category you no longer use, click the Red Minus (—) Icon next to that specific row to delete it Sorting: Ensure your ranges do not overlap (e.g., don't set one range as 50–70 and another as 60–80) to avoid automation errors. Saving and Application Once you have finished defining your standard scoring levels: Review the numbers and names for accuracy. Click the Save changes button at the bottom of the page. Result: These categories are now saved as your system defaults. Whenever a teacher or admin enables the Results Engine for a specific course, these ranges will be ready to use immediately. Custom Fields A Custom Field is an additional data entry point that you create yourself. While Learnexify comes with standard fields (like Name and Email), Custom Fields allow you to capture extra information for: Programs & batch Course Descriptions & Course Sets Course Instances Users & User Groups   To begin managing your unique data points: Open the Side Drawer menu . Click on Admin. Select Custom fields. As shown in the image below, you will see a series of tabs across the top: Program, Batch, Course Description, Course Instance, User, User Group, and Course Set. Important Note: While there are many tabs, the procedure for creating categories and fields is exactly the same for every tab. Once you understand how to create a field for a "User," you can apply the same steps to a "Program" or any other entity listed. Before you can add a field, you must create a category. Why you must create a category before you create a field? Categories organize your data. Instead of a messy list of 50 fields, you can group them logically. Example: Create a category called "Academic History" to group fields like "Previous University" and "Major." To create a category: Click Create a new category button Enter a unique name Then, Click Save Changes. Once your category is ready, click Create a new field. Common settings:  You will need to fill in the following: Short name: The system's internal ID (must be unique). Name: The label users will see on the screen. Category: Select the category you created in the previous step. Data type: Define the info type (e.g., Integer for numbers, Date for calendars, or Long Text for paragraphs). Advanced Options:   Should the data be unique? Ensures no two records (such as users or programs) can have the exact same information in this field. Multivalued: Allows a single field to store and display multiple separate pieces of data at once. Default value: Automatically pre-fills the field with a standard value to save time during manual data entry. Manual Editing: This section defines how administrators interact with the field: Allow viewing/editing: Determines if the info can be changed manually. Is this field required: If checked, the record cannot be saved until this box is filled. Click on the show more button to see more settings: Controls which user roles have the authority to modify the information stored in this field. Who can edit this field? Anyone with edit permissions on the context:  Grants access to any user who already has standard editing or viewing rights for that specific user or program. Only users with moodle/user:update capabilities:  Restricts access to high-level administrators with specific system-wide permissions. Nobody: Makes the field "Read-Only," meaning the data can be seen (if view permissions allow) but never changed manually. Manages data privacy by determining who is allowed to see the information in this field. Source for menu options:  Manually Entered list (below) Moodle themes Defines whether the list of choices for a dropdown menu is typed in manually or pulled from existing system data (like Moodle themes). Input control type:  This is how the field looks on the screen: Checkbox: Used for simple binary choices, such as "Yes/No" or "Enabled/Disabled." Drop-down menu: Allows users to select a single option from a pre-defined list of choices. Text input: A single-line box designed for short pieces of information like names or ID codes. Text area: A larger, multi-line box used for entering long descriptions or paragraphs. Date/Time: Provides a calendar and clock picker to select a specific day or time. Password input: Masks the characters (using dots or asterisks) to keep sensitive data hidden during entry. Menu options (one per line): A dedicated text area where you must type each choice you want to appear in a dropdown menu, ensuring you put only one option on each line. Moodle Synchronization This setting controls how Learnexify talks to the Moodle platform. This is vital for keeping student and employee records perfectly aligned without manual double-entry. No synchronization: The data stays only in Learnexify reports. Copy values to Moodle: Entering data here automatically updates the user's Moodle profile. Use values from Moodle: Learnexify pulls existing data from Moodle so you don't have to re-type it.   Once you have configured the permissions and the input style, click Save Changes to activate the field. If you are creating a dropdown menu, ensure your Menu Options list is finalized before saving.   User Group Classifications A Classification defines what a User Group represents (e.g., is this folder a Campus, a Department, or a specific Semester?). Beyond just labeling, classifications are the "engines" behind Learnexify’s automation; they determine which programs or batch a user is automatically joined into when they are added to a group. To manage or create new classifications: Open the Side Drawer menu. Click on Admin. Select User Group Classifications. As shown in the image below, you will see a list of all existing classifications. Short Name: The unique internal ID used by the system. Name: The label displayed to administrators (e.g., Campus, Department). Action Icons: Pencil Icon (Edit): Click this to change the settings or automation rules of an existing classification. X Icon (Delete): Click this to remove a classification. Note: You cannot delete a classification if it is currently being used by a User Group. To create a User Group Classification, Click the Add User Group Classification button at the top or bottom of the list. After clicking on the User Group Classification button you will these following fields: Short name: Enter a unique code (e.g., academic_dept). Name: Enter a clear display name (e.g., Academic Department). This is the most powerful part of the classification. By selecting these checkboxes, you tell the system: " Whenever a user is added to a group of this type, enroll them in these items automatically." Auto-enroll into Programs: Automatically signs users up for assigned degrees/diplomas. Auto-enroll into batches: Automatically places users into specific learning pathways or batches. Auto-enroll into Groups: Automatically adds users to Moodle-level groups. Auto-enroll into Groupings: Automatically organizes users into specific study clusters. This setting defines the "Default classification for child User Groups." It is used when you create a sub-folder under a main folder. Same Classification: The child set will be the same type as the parent. Specific Type: You can force a hierarchy. For example, if the Parent is a Campus, you can set the Child to automatically be a Department.   Once your settings are configured, click the Save Changes button.   Your new classification will now appear as an option when you create or edit a User Group. If you enabled the auto-enrollment checkboxes, any User Group assigned to this classification will now handle student enrollments automatically, saving you hours of manual work.   Notifications Notifications allows you to automate communication with your learners and staff, ensuring everyone stays informed about their progress. To access these settings: Log in as a Site Administrator. Open the Side Drawer menu . Click on Admin. Click on Notifications button .   After clicking on the Notifications button, you will see the following options, as shown in the image below: Core Functionality: The Three Recipient Types Most notification sections in Learnexify offer three primary checkboxes. Understanding these is key to your setup: User: Notifies the individual student/learner directly. User with capability at system context: Notifies high-level administrators (like a Registrar or Manager) about every instance of this event across the entire platform. User with capability at target user's context: Notifies a specific manager assigned to that user’s department or User Group. This prevents site-wide admins from getting flooded with emails. Message Templates: Every notification has a Message Template. These templates use "Placeholders" to personalize emails automatically. How it works: When the system sends an email, it replaces symbols like %%userenrolname%% (Student Name) and %%classname%% (Class Title) with real data. Important Note: You can change the text of the message, but never change the text inside the percentage marks, or the data will not populate correctly. Course Instance Enrolment Notifications: Triggered the moment a student is successfully added to a specific class. Enable the User checkbox so students get an instant professional confirmation email and a bell alert on their dashboard. How to Trigger: Go to Side Drawer > Program > Manage Course Instance. Edit a class, go to the Enrollment tab, and click Enroll Students to add a user. User: The student gets an email and a bell alert confirming they joined the class. System Context: The global admin is notified that a new enrollment happened somewhere on the site. Target User's Context: The student’s specific department manager is notified.   2. Course Instance Completion Notifications: Triggered when an instructor or the system marks a student's status as "Completed" with a passing grade. Ideal for sending automated "Congratulations" messages. How to Trigger: Go to Manage Course Instance > Enrollment. Edit a student’s record and change their status to "Completed" with a passing grade. User: The student receives a congratulatory success email. System Context: The registrar is notified to update official graduation or completion records. Target User's Context: The manager is notified that their team member has finished the training. 3. Course Instance "Not Started" Notifications:  Triggered for users who are enrolled but have not yet logged into the attached Moodle course. Timing Setting: Use the field "Number of days after enrolment". Setting to 0: Sends the reminder immediately if they haven't logged in. Setting to 2: Waits 48 hours before sending a "nudge." How to Trigger: The system checks if a user is enrolled but has not logged into the attached Moodle course. Setting: Use the "Number of days after enrolment" field to decide when to send this "nudge." User: The inactive student gets a reminder to log in and begin. System Context: Global admins can monitor if an entire course has low engagement. Target User's Context: The manager sees which of their staff haven't started their mandatory training.   4. Course Instance "Not Completed" Notifications (Deadline Warning) Triggered for students who are currently enrolled but have not reached "Completed" status as the class end-date approaches. Timing Setting: Use "Number of days before Course Instance ends". Setting this to 1 ensures a final warning is sent 24 hours before the deadline. How to Trigger: Triggered when the class End Date is approaching, but the student is still in "Enrolled" status and not "Completed." Setting: Use "Number of days before Course Instance ends" to set the deadline warning (e.g., 2 days before). User: The student gets a warning that their time is running out. System Context: Admins see which classes are at risk of low completion rates. Target User's Context: Managers can follow up with specific employees to ensure they finish on time.   5. Program Level Notifications These focus on entire degrees or diplomas rather than individual classes. Program Completed: Sent only when all requirements for a full program are met. How to Trigger: This happens automatically when a user completes all courses required within a specific Program (e.g., completing all 10 courses of a Diploma). User: The student gets a "Program Graduation" notice. System Context: The central office is notified to issue a formal diploma or certificate. Target User's Context: The department head sees that a student has finished their full curriculum. Program Not Completed: A high-level warning sent before the overall program enrollment expires. How to Trigger: Sent when the student's Program Enrollment is about to expire, but they haven't finished all the courses. Setting: Set the lead time in "Number of days before program ends." User/Admin/Manager: All receive a high-level warning that the entire program certification is at risk of failing. 6. Batches Enrolment Notifications Triggered when a user is placed in a batches (a specific batch or cohort, like "Batch of 2026"). This informs the user they have been placed on a specific learning pathway. How to Trigger: Go to Side Drawer > Program > Manage batches. Assign a user to a specific batches (e.g., "Batch 2026"). User: The student is welcomed to their new study "pathway" or cohort. System Context: Global admins monitor how many users are being placed into specific batches. Target User's Context: The manager sees that their employee has been placed on a specific career or learning path.   7. Expiration Notifications (Recertification) Essential for compliance and mandatory annual training. Course Description Expiration: Alerts the user when their individual course certificate is about to lapse. How to Trigger: Triggered based on the Expiration Date set inside a Course Description. User: The student is told their certification for this specific course is expiring and they must re-take it. System Context: Compliance officers see who is becoming "un-certified." Target User's Context: Managers see who needs to be scheduled for recertification. Program Expiration: Alerts the user when their entire professional certification is due for renewal. How to Trigger: Similar to course expiration, but for an entire Program. Setting: Define the warning period in "Number of days before program expires." User/Admin/Manager: All are alerted to begin the full program renewal process to stay compliant with institutional rules. Lead Time: Typically set to 6 or 12 months to allow the user time to re-enroll and finish the training before their current status expires.   8. Waitlist & Final Closing Alerts Located at the very bottom of the Notifications page under "Notify Users When": Added to a waitlist: Tells the user the class is full but they are in the queue. Trigger:  Enroll a user into a class that has already reached its "Max # of Students" limit. Enrolled from a waitlist: The most critical alert; tells the user a seat opened and they can now start. Trigger: Unenroll a student from a full class. The system automatically moves the first person from the waitlist into the class Not Completed Before End Date: A final "closing" notice sent the moment the class officially ends to users who didn't finish. Trigger: The clock reaches the End Date/Time of a class. Every student still marked as "Enrolled" (and not Complete) gets this final "Time Up" notice. How Notifications are Delivered Learnexify uses a simultaneous delivery system. When a notification triggers: Email: A copy is sent immediately to the user's inbox. Web Alert: A red badge appears on the Notification Bell in the top header. System Requirement: For these emails to go out, your Scheduled Tasks (Cron Jobs) must be running. You can check the health of these tasks in the Administrator Dashboard. Default Course Instance Settings Default Course Instance settings allow administrators to establish "baseline" values for the entire platform. By defining these values once, the system will automatically pre-fill the information every time you create a new Course Instance. This ensures consistency across your institution and eliminates repetitive data entry.     Follow this navigation path: Open the Side Drawer menu on your dashboard. Click on the Admin section. Select Default Course Instance Settings . As shown in the interface image, there are four primary fields available for pre-configuration: ID Number What to enter: A standard identification pattern or prefix used by your organization. If your classes always follow a specific naming convention (e.g., "CLASS-2026-"), entering it here ensures every new class starts with the correct code. Start Time & End Time How to use: You must first click the Enable checkbox next to the field to activate the date and time selectors. What to enter: Select a standard date and time for when your typical semester or training block begins and ends. Note: These values are placeholders. You can always adjust the specific dates for individual classes later. Max # of Students What to enter: The maximum number of learners allowed in a standard class (e.g., 25 or 30). This field automatically sets the capacity limit for every new class you build, preventing over-enrollment by default. Once you have entered your preferred baseline values: Review the fields for accuracy . Click the Save changes button at the bottom of the page.   From this point forward, whenever you navigate to create a new Course Instance, these fields will already be populated with your chosen data. You simply need to verify or make minor adjustments, significantly reducing your administrative workload.   Default Course Description Settings The Default Course Description Settings page allows you to define standard values that will automatically appear every time you create a new course. By pre-filling these fields, you: Ensure Consistency: Maintain a uniform naming and coding style across your entire course catalog. Save Time: Eliminate the need to type the same repetitive information (like passing grades or cost) for every individual course. Reduce Errors: Prevent mistakes in critical settings like credit values or ID formats. Follow this navigation path: Open the Side Drawer menu on your Learnexify dashboard. Click on the Admin section . Click Default Course Description Settings button . After clicking on the Default Course Description Settings buttony you will see these fields as shown in the image below. These fields help the system and the users identify and categorize your courses easily: Name: The full title of the course. Setting a default prefix helps group similar courses. Example: Set it to "Tech Training:" so every new course starts with that title. Code: A short, shorthand identifier for quick searching. Example: Set a prefix like "TECH-" so your courses are automatically coded as TECH-001, TECH-002, etc. ID Number: A unique internal batch number. Example: Use a year-based format like "2026-ID-" to batch when courses were added. Description: The main summary of the course. You can leave a template or instructions here to guide course creators. Use these fields to establish the "standard" rules for your institution’s learning content: Length Description and Duration: Define the general timeframe. You can set a default label like "Self-paced" or a specific number of days/hours. Credits: If your institution uses a credit-based system, you can set a standard workload value here. Completion Grade: A critical quality control setting.  You can pre-set the passing score (e.g., 70 or 80) so it is automatically applied to all new courses. Cost: If your courses require a fee, set the standard price point here. Version: Used to track content updates. You can set the starting version to "1.0" by default. Once you have filled in the values that apply to the majority of your curriculum: Review all entries for accuracy. Click the Save changes button at the bottom of the page. Now, whenever you build a new Course Description, these details will be waiting for you in the form. You can use them as-is or edit them for that specific course, making your administrative process faster and more professional.