Learning Management (LMS)

Learn / Courses & Trainings / Learning Management (LMS) Assigning Courses

Products purchased from the Marketplace are added to your “Library.” 

To assign a course to employees:

  1. Navigate to the Clinical module. All available courses will display in the “Library”
  2. Click on the course and then select either Assign this to Yourself or Assign to Someone Else
    • If assigning to another user, in the pop-up, enter the assignee’s name in Find a person in your network… and click Assign
  3. If assigning a user an entire learning tree:
    • Select either a New learning tree or Existing learning tree in the “Assign to tree” drop-down
      • Learning tree name: enter the name of the new learning tree
    • In the “Assign branches” drop-down, select Whole learning tree
  4. If assigning a user a learning tree branch, select one of the following in the Assign branches drop-down: 
    • Selected branch: assign the user the branch selected from step 3
    • Selected branch and children: assign the user the selected parent branch and all of its child branches
  5. Click Assign
  6. The “Learning tree assignments progress status” widget on the right-hand side notifies users when assignments have been made

    • Please note, only up to 10 assignments can be displayed in the widget. Users will receive an error when attempting to make more than 10 assignments.

Once a course has been assigned, it is no longer visible under “Library & Purchased Items” and cannot be transferred or re-assigned. Assigned, purchased, and created courses can be accessed in “Courses & Trainings.” Admins with permissions enabled can also view employees’ courses.

Learn / Courses & Trainings / Learning Management (LMS) How to Report on Staff Training Using the Course Grid

To create a staff report using the course grid:

  1. Navigate to the Clinical module and select Courses & Trainings
  2. This is where organizational accounts, and staff with Clinical Administrative Permission settings can track employees’ progress through courses

3. Courses can be filtered to meet requirements of your report in several ways:

  • Type keywords into the search bar, such as “RBT,” to report on employees who have completed, or are in the process of completing a training
  • Through the Assigned By and To columns, by clicking the funnel icon to the right of the value

  • By tracking the course percent Completed

  • Through custom filters
  • Create your own filters by creating and applying labels to the courses

4. From the course grid, organizational accounts and staff with Clinical Administrative Permission settings can track individual employee’s progress through their courses:

  • Find the employee/course you want to track and click on the small graph icon to view details of that employee’s progress through the course
  • This detailed report contains what files have been downloaded, if a quiz has been taken, the quiz score, and which questions were correct/incorrect. You can also track how much a video has been viewed and if a survey has been been completed, as well as the individual answers on the survey

Learn / Courses & Trainings / Learning Management (LMS) Tracking Employees’ Progress through Courses

Organizational accounts, and staff with Clinical Administrative Permission settings can track employees’ progress through courses, using the course report. To enable staff to view the course report, they must have the (Learning Tree > Access Progress Report) permission.

  1. Authorized users can access the report by using the course report and navigating to the Clinical module and selecting Courses & Trainings
  2. Users will see all courses and trainings assigned to them, as well as all courses and trainings assigned to connected employees (for an organization this will be ALL employees)
  3. The main screen provides information on:
    • Who the course was created by and the date
    • Who the course is assigned by, to, and on (when course was assigned)
    • Date course was completed on and/or date of last update on the course
    • Completed %
    • Certificates earned
    • Goal Status

4. This view has many columns, scroll all the way to the right to view all of the information. Click the icon to customize columns

5. To track a user’s progress with the course, click View under the Report column. This directs users to the report page, which shows percent completion and which specific course branches have been viewed and completed

6. Information can be filtered by using the search tool

Learn / Courses & Trainings / Learning Management (LMS) Assigning and Removing Employees From a Course Group

Organizational accounts and staff with Learn Administrative Permission settings, can add and remove employees from course group seats. Staff must have the (Course Groups > Seat Admin) permission to sign up for, manage, and organize course groups.

  1. Navigate to the Clinical module and select Courses & Trainings, then click on Course Groups
  2. On this page, authorized users can view the number of seat assignments purchased by the agency. They can also view how many seats are filled or available, as well as the names of employees currently assigned to each course group seat

3. To assign an employee to a course group, click the + icon at the bottom of the course group, then search for the employee by name

4. To remove an employee from a course group, click on the trash can  icon. This will suspend any/all courses that the employees are currently taking. Adding the employee back into the course seat will enable them to resume the course where they left off

5. Employees assigned to the BCBA Course Group will find all available courses listed in their Library

6. Once they begin a course, it will be visible under Courses & Trainings, and can be tracked by authorized users in the course report

7. Employees assigned to the Technician Course Group will find the Registered Behavior Technician 40 hour course and the HIPAA training in their Library. Once they begin a course, it will be visible under Courses & Trainings, and can be tracked by authorized users in the course report

Learn / Courses & Trainings / Learning Management (LMS) How to Access your RBT Course and Course Report

To access the RBT course, your organization will first need to set up this feature in your account. After setting up this feature, there are two ways to access your RBT course and course report.

One way to access your RBT course and course report:

  1. Navigate to the Clinical module and select Courses & Trainings, then click Courses & Trainings. Individual employees can view courses assigned to them, while those with administrator access will view all courses assigned to employees. This administrative view can be searched and filtered.



Another way to access your RBT course:

  1. Navigate to the Clinical module and select CLINICAL
  2. The RBT course and course report can be accessed through our LEGACY options, found under Courses & Trainings


Learn / Courses & Trainings / Learning Management (LMS) Using a Learning Tree to Make a Course

To create a course:

  1. Navigate to the Clinical module and select Courses & Trainings
  2. Click +ADD NEW on the top right-hand side

3. This is the basics page of a learning tree

    • Name the course
    • Under Type, choose:
      • Private Learning Tree Template: to keep this course in your own account, and assign out to people, as needed
      • Contact Learning Tree

4. After clicking the Create Learning Tree, you will be directed to the main learning tree page. A pop-up will appear, with Sharing & Access, Settings, Re-Order, Activity, Export, and Assign tabs

    • The Settings tab will have Single-use (Readonly) selected from the License search bar, which helps accurately track progress and assign certificates

5. Similar to learning trees for contacts/clients, make branches and title pages. The first step is to decide what type of branch to create. There are four choices:

    • Cumulative
    • Data Collection
    • Resource
    • Library

6. Cumulative and Data Collection branches, are connected to goals and targets for clients, but can be used as staff evaluation tools in courses

7. One example of data collection used in a course is during new staff training. A data collection branch can be used to track staff progress on specific skills using a rating scale

8. A Resource branch, allows for uploads of various file types, such as articles or video training examples and presentations

9. You have the choice to insert multiple types of resources. Please note, once uploaded, resources cannot be viewed inside templates. Files and videos can only be seen once the course has been assigned

    • Page
      • Write a description, narrative, or instructions for your user in the course
    • Video
      • The video can be a file downloaded from your hard-drive, Youtube, Vimeo, or a file that already exists in CentralReach
      • Upload any of these video formats: .avi,.wmv,.flv,.asf,.m4v,.mov,.mp4,.m4a,.3gp,.3g2,.mj2. Max upload file size is 1 GB
    • File
      • Upload any of these document formats: .xls, .doc, .pdf, .txt, .rft, .jpg, .jpeg, .gif, .png
    • Q&A Test
      • Q&A test answers are recorded and scored. Create:
        • Multiple choice tests (only one answer correct at a time)
        • Pass rate requirements
        • A customized certificate of completion
    • Form
      • Forms can pose questions, but the answers are not scored. Answers can be:
        • Free text
        • Numeric value
        • Date
        • Single or multi-select answers

10. A library branch provides the ability to add branches from your template library. This is the fastest way to add multiple branches and is useful if you have a template for course creation, such as:


11. If you select a Q&A test branch, you will be prompted to enter some items

    • Enter the amount of questions the user will need to pass. If you want to give out CEUS, type them into the box to the right

12. After the user completes the quiz, a certificate will generate. On this screen, this is where the author customizes the certificate text and other items


13. Below those settings, the author types in their questions and answers. The user can write the question, description, and then add answers. The author must click which answer is the correct answer, to generate the certificate correctly. When the author is done with questions and answers, click Save as a Draft


14. If Form is selected as the branch type, the author can enter questions and answers that are not restricted to multiple choice

    • Add questions by clicking Add question. Type in the question
    • Select the answer type. The type of answer will allow the author to customize if they want the answer to be single or multi-select to a yes/no response
    • The author can add many questions and then click Save as Draft. Please note, questions can be marked as required, but, the answers on forms are not scored

15. When the course is finished being created, it is housed in that author’s library. If the author chose to make the learning tree a network template, it will also be available for download in your agency’s network marketplace

16. To assign a course to an employee, click on the course, then click the gear  icon in the upper left-hand corner of the learning tree


17. Select Learning Tree Options and navigate the Assign tab in the menu. Take the course yourself, or assign it to another employee. This keeps the course in your account, but also assigns a separate learning tree to that contact


18. As the author, you can go into Courses & Trainings, and track staff progression both as a group and individually, in the Completed % column


19. Quiz certificates are downloadable and can be saved directly to an employee’s file in CentralReach to track resources

Click here to learn more about Learning Trees.

Learn / Courses & Trainings / Learning Management (LMS) How to View RBT Quiz Results

The Obigobi Learning RBT course enables users to check their learning, by viewing a final quiz result (pass/fail), as well as a detailed report on what questions they answered correctly or incorrectly. The quiz results and report can be viewed at any time.

To view RBT quiz results:

  1. One way to view the results is right after taking the quiz. The course offers you the options of starting over, viewing test history, or viewing test results (which will show correct and incorrect answers)

2. Or, visit the quiz branch at any time and access quiz results and report from the history page

3. You can see the detailed report whether you passed, or failed. You can only download a certificate of completion once you have passed the final quiz

Learn / Courses & Trainings / Learning Management (LMS) How to Generate Completion Certificates for a Quiz/Test

After you have successfully provided answers for all of the questions in the quiz/test, the bottom of the screen will display the following:

  1. Click Download Certificate and you will be redirected to a new screen to download your certificate
    • View Test Result shows a list of questions and answers that were answered correctly/incorrectly. Questions in green with a checkmark are correct and questions in red with an X are wrong

2. Click on Click here to download it

3. The certificate will be downloaded to your computer

4. You can always go back and Start a New Test , Download the certificate, or View details (test results)

Congratulations, you have officially received your completion certificate!

Learn / Courses & Trainings / Learning Management (LMS) Using Learn for Employee Records and Training

The Clinical module can be used to create company policy and procedure manuals, as well as employee training courses. The branches tool allows users to customize trees to incorporate forms, videos, files, tests, etc.

  1. A Page branch can be used to provide information, upload an image, or as a subject divider


2. Video branches can upload videos from YouTube, Vimeo, or directly from your hard drive. These videos are most often used for staff training purposes

3. Form branches enable the employee to enter specific answers. Choose the answer type to be text, numbers, dates, yes/no, or multiple choice


4. A quiz branch provides the option of having scored answers and to determine how many questions must be correct to pass. Once the quiz is passed, a certificate is available to the user. These branches can be used as part of staff training, or to attest to the completion of a task list or submission of forms


5. Rather than using individual plans for each employee, set up employee templates stored in Library, located in the Clinical module, and assign them to individual employees, as needed

Click here to learn about the different functions of Learning Trees.
Click here to learn how to create a course.