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Portal Overview

The portal is the learner-facing part of the LMS. It is designed to be self-explanatory, so this section gives a lightweight overview of the main pages and capabilities rather than step-by-step instructions.

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Use this section for analysis, sales, planning, and AI context. Detailed portal usage guidance should usually be embedded in the product itself.

In this section​

  • Authentication and access – login, SSO, registration, password recovery, and access-related flows.
  • My Page – the learner landing page and its main content sections.
  • Search and Catalog – ways learners discover available training.
  • Content and Events – course, learning path, equivalent content, renewal, and event pages.
  • Learning Flow – content player, quizzes, feedback surveys, checklists, and review mode.
  • Profile and Support – learner profile, account settings, support, privacy, and notifications.
  • Portal menu – common pages and actions available from the learner menu.

Purpose​

The portal gives learners access to assigned and available learning. It brings together mandatory and recommended training, optional catalog content, event registration, progress information, quizzes, checklists, certificates, alerts, and profile settings.

Visible page labels can vary by instance. For example, the landing page may be labelled My Page, My Trainings, or Home page, and events may be labelled as a course calendar in some instances.

Main Capabilities​

The portal supports:

  • viewing assigned, recommended, in-progress, completed, and expiring training;
  • finding content through search and catalog categories;
  • opening content details and starting the player;
  • enrolling in events and joining waiting lists;
  • taking quizzes, assessments, and feedback surveys;
  • completing guided training checklists;
  • viewing learning activity and completion status;
  • managing profile and account settings;
  • reading alerts and opening support or privacy information.

Portal Menu​

The learner menu can include My Page, Alerts, Search, Catalog, Events or Course calendar, Learning Activity, Profile, Support, Privacy, Reload, and Log out.

Learners with the relevant access can also see Admin view or Manager view links from the portal.

Documentation Approach​

Portal pages should not become long user manuals. If a learner needs an explanation to complete a normal portal action, the product should usually provide that explanation inline.

This section should therefore describe what exists, what each page is for, and which capabilities matter for analysis or planning.

  • Authentication and access – login, SSO, registration, password recovery, and access-related flows.
  • My Page – the learner landing page and its main content sections.
  • Search and Catalog – ways learners discover available training.
  • Content and Events – course, learning path, equivalent content, renewal, and event pages.
  • Learning Flow – content player, quizzes, feedback surveys, checklists, and review mode.
  • Profile and Support – learner profile, account settings, support, privacy, and notifications.
  • Portal menu – common pages and actions available from the learner menu.