Quick Start for Learners
Use LearningSite to register for Live Events, take On-Demand courses and videos, and complete Learning Plans.
For step-by-step help with specific tasks, see the LearningSite How-Tos.
Find Your Way Around
The menu bar at the top of every LearningSite page takes you to everything in this guide.
1. Home: returns you to the LearningSite home page.
2. Main menu: On-Demand, Live Events, Plans, Courses and Explorer. Your firm can rename or hide these items, so your menu may look different. In the example above, Live Events is called Calendar.
3. Search: finds courses, events, plans, videos and documents.
4. Your name: opens your Achievements, Certificates, Evaluations, Account Settings and Contact us.
5. To-Do count: the number of items waiting for you. Click it to open your To-Do list.
Search
Type in the search box at the top of any page to find courses, events, plans, videos and documents. For best results, start with the most distinctive word, such as Excel or Ethics. For search tips, click the question mark icon in the search box. For more, see Find Courses, Events, Plans, On-Demand Content, Etc.
Your To-Do List
Your To-Do list shows what you still need to do: upcoming events you registered for, Plans you have not finished, On-Demand courses you started, and requests to rate a course or verify your attendance.
To open it, click the number next to your name in the menu bar.
Register for a Live Event
Live Events are training sessions with a date and time. You can attend some in person and others online.
1. In the menu bar, click Live Events.
2. Click the event you want to attend.
3. Click Register.
The event appears on your To-Do list.
4. If your firm sends meeting requests, accept the meeting request in Outlook.
The event appears on your Outlook calendar.
If the event is full, the button says StandBy instead, which puts you on the standby list. If the event is offered in more than one location, choose where you will attend. For details, see Register for an Event.
Tip: If you can't attend, don't just delete or decline the meeting request. Cancel your registration so your seat goes to someone else. See Cancel My Registration for an Event.
Take an On-Demand Course
The On-Demand page lists courses, videos and documents you can take at any time.
Use Search this page, the filters, or the Videos and Documents tabs to narrow the list, then click an item to open it. If you start an On-Demand course but don't finish it, it is added to your To-Do list. For more, see LearningSite On-Demand Page.
Join a Plan
A Plan is a group of courses, such as a series on Excel or the training your role requires. Plans you were assigned are already on your To-Do list. You can also join Plans yourself.
1. In the menu bar, click Plans.
2. Click the Available Plans tab.
3. Click the Plan you want to join.
4. Click Enroll.
The Plan appears on your To-Do list.
For details, see Opt into a Plan in LearningSite.
Request a Class
If a Course you are interested in isn’t currently scheduled, you can request it. Your Trainers see that you are ready to take it, and you are notified when a new event is scheduled.
1. In the menu bar, click Courses.
2. Click the Course you want.
3. On the right, under the Course dates, click Request to be notified of new events.
To cancel a request, open the Course again and click click here to undo this request. For details, see Request a Course to be Scheduled.
Explore
The Explorer page groups On-Demand content, events, courses and Plans by Learning Design Team, Tag, Audience and Credit Requirement.
Click any item to see everything linked to it.
Your Achievements
Your Achievements page is your learning history: the courses, Plans, credits and events you have completed. To open it, click your name in the menu bar, then click Achievements.
Use the tabs to switch between Courses, Plans, Credits and Events. To keep a copy, click Print or the download button. For more, see View My Learning History.
Frequently Asked Questions
Why doesn't my menu match the pictures in this article?
Your firm can rename or hide menu items, and add its own links. The pages work the same way whatever they are called.
Why don't I see a number next to my name?
The number appears only when you have something on your To-Do list.
How do I take something off my To-Do list?
Finishing an item removes it. To drop an On-Demand course you are no longer interested in, click the × next to it on your To-Do list. See Drop On-Demand Courses That I'm No Longer Interested In.
Why can't I request a Course?
The request link appears only on instructor-led Courses where your Trainers allow requests.
Why can't I find a Plan on the Available Plans tab?
That tab lists the Plans you can join. If a Plan you expected is missing, contact your training team.