Library Tab

You must have the default Administrator or Supervisor role or a custom role that includes the following permissions to create Coaching and E-Learning materials and content on the Library tab:

  • Quality > E-Learning Library > Full Control
  • Quality > E-Learning Library > Create

A key component of a company's overall Quality Management System is its approach to and use of coaching sessions and distribution of e-learning materials. Supervisors create coaching sessions and agents respond to requested activities contained in the session. Supervisors and agents can send and receive different types of e-learning materials to increase productivity or knowledge. This can be reading documents, media files to play, responding to questions, surfing to a website for research or communicating with other agents.

The E-Learning Library is used to import, store and organize all e-learning material including interaction video and audio files, checklists, fliers, web links, sample interaction recordings, quizzes, sample screen captures and sample evaluations.

The Library tab displays the E-Learning Library table. The E-Learning Library table records and columns contain:

Header Name Description
E-Learning Content folders Left-hand side of the window, expandable area available to organize E-Learning Library content into a folder structure up to three (3) folders levels deep.
Title The title given to the e-learning content when uploaded to CxQM.
Content Type Either Learning Content or Coaching Content is displayed.
Owner First and Last The name of the user that created the Library content.
Only Owner
  • When checked, designates that the content was created with the Only the Owner Man Modify checkbox was enabled. This means only the user listed in the Owner Name column may modify the content.
    • Private Content When checked, allows the owner to declare the content to be "private" and not seen by others. Typically used when the material is being developed.
    In Use
  • When checked, indicates that this library content has been assigned to a user. This means the content cannot be deleted or modified.

    • The E-Learning Library table has the following properties:

    • Upload any type of content to the Library such as sample interaction recordings, documents, quizzes, evaluator instruction sheets, checklists, outlines, other kinds of video and audio files and web links.
    • Create and modify E-Learning or Coaching essions by including up to 10 attachments to each piece of content.
    • Store and organize all content to be assigned to any users.
    • Distribute E-Learning content by creating assignments for any or all CxQM users.
    • Sorting is available by selecting the header at the top of each column. The first click will sort ascending, the second click will sort descending, and the third click will return to the default sort.
    • Quick filters are available to refine a search. Click on the Filter Icon in the header of each column to select filter parameters for that column.

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