Daily Operations
The routine operating manual for staff who use Learn after setup is complete.
Main Workspaces
Journeys
Use this sidebar area for the module workflow associated with Journeys.
Course Catalog
Use this sidebar area for the module workflow associated with Course Catalog.
My Courses
Use this sidebar area for the module workflow associated with My Courses.
My Certificates
Use this sidebar area for the module workflow associated with My Certificates.
My Points
Use this sidebar area for the module workflow associated with My Points.
Manage Courses
Use this sidebar area for the module workflow associated with Manage Courses.
Instructor Applications
Use this sidebar area for the module workflow associated with Instructor Applications.
Certifications
Use this sidebar area for the module workflow associated with Certifications.
Standard Operating Procedure
- Open the module workspace from the sidebar or the route your team normally uses.
- Search or filter before creating a new record so duplicate records are not introduced.
- Open the create form, fill required fields, attach supporting information when the workflow expects evidence, then save.
- Review the saved record from the detail or list view and confirm ownership, dates, status, and linked records.
- Move the record through the next workflow step only when the supporting data is complete.
- Use reports, dashboards, or export screens for review rather than manually editing calculated totals.
- Check scheduled job results for records that rely on SLA, expiry, notification, or synchronization processing.
Record Handling Rules
Create carefully
Use one source document or one real-world event per record. Avoid bundling unrelated items into a single record just to save time.
Review before action
Check status, ownership, dates, amounts, attachments, and related records before approving, publishing, posting, or closing.
Use update actions intentionally
If the module has separate approve, issue, post, sync, export, or close actions, use those instead of editing database-style fields directly.
Keep auditability
Prefer correcting records with comments, revisions, status changes, or replacement files so the business history remains understandable.
Daily Quality Review
- New records have clear owners, dates, statuses, and related records.
- Required documents, comments, attachments, or references are added before approval or closing.
- List filters and report date ranges match the period being reviewed.
- Users can only see and act on records appropriate to their role.
- Public or portal pages show only approved information and do not expose private records.
- Scheduled jobs have run recently when the workflow depends on automation.
- API data matches the intended tenant, permissions, filters, and response schema.