A fresher look for UniversitySite: preview
Preview · work in progress
UniversitySite is getting a visual update across all of its sites. Your pages and content stay where they are, and learners find them the same way. This page shows what changes for your learners first, then what changes for administrators and instructors, and then the new features that come with the update.
- Same menu items, in the same order
- Same pages in the same places, except that CLE and CPD work gathers in CLESite and CPDSite
- Same courses, plans and records
- Five new features, listed under New features below
For your learners · For administrators and instructors · New features
These screenshots come from a development build with sample data. The design is still being refined, so details will change before release. Some pages are still being designed and aren't shown here.
For your learners
Learners reach every page the same way they do today, through the same menu items. Screenshots in your own guides will look different, and a few items in the top bar and the lists look different too. Each one still offers the same choices.
Today
Refreshed
- The house icon goes. The site name at the top left, such as LearningSite, is now the link to the home page.
- The page you're on is marked with a tab. Its menu item, such as Plans, shows as a white tab in the top bar. It stays marked on the pages under it, so Courses stays marked on a course's page. If the page is in the More menu, More gets the tab.
- Search moves into the top bar. It used to sit on its own row. Press Ctrl+K to jump to it. On smaller screens it shows as a magnifying-glass icon.
- The New menu becomes a + button. On a wide screen it reads + New. It has the same choices: Plan, Activity Record and Approval Request.
- The name menu becomes a badge with the learner's initials. It holds the same links, including Certificates, Settings and Sign out.
- The to-do count moves onto a bell icon. It opens the same To-Do page.
- Your site's own links move into a More menu. If your site adds its own links to the top bar, they no longer sit on a second row under it. They're in a More menu after the other menu items.
- Help goes to your own training team. In LearningSite, Help opens Contact us, which reaches your firm's training team. On a course, plan or event, it offers to ask about that item. Pressing ? opens it too. Learners who also use another site find Help at the bottom of the column of app icons, described below. Everyone else finds Contact us under their initials, as today.
- CLE and CPD plans get a page of their own. The My CLE Plans tab on the Plans page (My CPD Plans or My CLE/CPD Plans on some sites) goes away. In its place, an attorney enrolled in an active CLE or CPD plan sees CLE (or CPD) in a column of app icons on the left of the screen. It opens My compliance: every plan they owe credit on, in A–Z order, under an Upcoming deadlines list of the plans that still need credits, nearest deadline first. Each CLE or CPD plan shows its jurisdiction's code, such as NY, as its icon, and on a CLE plan the Find Courses button reads Find CLE Programs (Find CPD Activities on a CPD plan). Their plans also stay under My Plans, and old links to the tab open My compliance.
- CLE and CPD to-dos move with them. An attorney's CLE and CPD plans leave LearningSite's To-Do list. Instead, the CLE (or CPD) icon shows how many of their plans still need credits this period, and My compliance lists those plans under Upcoming deadlines. Each plan counts once, where today there can be a to-do for each period.
- Lists show one compact row per item. In the course, On-Demand and Live Events lists, an item's details, including a course's description, open from the ⓘ button at the end of its row instead of showing under the title. The events calendar still shows an event's details when you point at it.
The gear icon holds site settings for administrators. The new search results page is shown last below.
An attorney's My compliance page
The LearningSite home page
Same page, new look. The same sections, in the order your site sets, with the same Cards and List choice. Cards are flatter and easier to scan: each plan shows a progress ring and its days left, and each section shows its first few items with Show more for the rest. The list of sections on the left can be folded away. Your firm's own banner at the top and its text sections stay as you made them. The two pictures come from different copies of our sample site, so they don't match item for item. A site that never changed the original banner gets the new one shown in the second picture.
Today
Refreshed
Your plans
Same page, new look. The same filters and plans. Each plan is now one compact row showing its progress, its time left and whether it's on pace, and About this plan opens its details. A CLE or CPD plan shows its jurisdiction code, such as CA, as its icon. The My CLE Plans tab is gone: CLE and CPD plans stay under My Plans, and attorneys also see them on My compliance.
Today
Refreshed
A plan, now with sections
New feature: sections. The same courses and the same Enroll button, now in a card at the top with the plan's details, and now sections. Plan managers can group a plan's courses into named sections with a short description, and learners see those sections in the order the manager sets. A plan without sections shows its courses in one list, as it does today. On a plan you are already in, the top of the page shows the plan as a row, as in your Plans list, with your progress.
Today
Refreshed
The course list
Same page, new look. The same courses, filters and sorting. Each course is now a compact row, with its code, type and length on one line, so more courses fit on the screen. A course's description now opens from the ⓘ button at the end of its row.
Today
Refreshed
A course page
Same page, new look. The same buttons and details. The course's name, code and buttons now sit in a card at the top, and the description, activity, departments and tags sit in clearly labeled panels below it.
Today
Refreshed
On-Demand resources
Same page, new look. The same videos and documents, with the same tabs and filters, in the same compact rows as the course list. Each item's details open from the ⓘ button here too.
Today
Refreshed
New feature: search results you can bookmark and share
New feature: shareable search. This is another new feature, and a new page. You still search from the box at the top. Today your results appear in a drop-down list. In the refresh, press Enter and they open on a page of their own, grouped by type with filters on the left. The search is part of the page address, so you can bookmark a search or send the link to a colleague.
Today
Refreshed
For administrators and instructors
InstructorSite, ManagerSite, CLESite and CPDSite get the same fresher look. The menus and pages stay where they are. These are the changes most likely to affect your own work or your internal guides.
- A column of app icons down the left side. On a desktop, anyone who uses more than one site sees a narrow column of icons on the left edge of the screen: CLE, CPD, Instructor, Learning and Manager, as their access allows. One click switches sites and returns you to the page you last had open there. A red count on an icon shows that site's to-dos. On a phone or a narrow window, the same list is in the menu. This replaces the drop-down on the site name at the top left, which now opens that site's home page. Learners who use only LearningSite don't see the column.
- Help and What's new move to the bottom of that column. Help has help for the page you're on, the help articles, and a way to contact support. Press ? to open it. It replaces the ⓘ icon beside each page title, the floating help button at the bottom of the screen, and Help in your name menu. What's new opens the list of recent changes, so the bell lists only your to-dos. Administrators also see any system warnings there, such as a problem with the user sync or email, instead of a pop-up message on every page.
- Adding people to a plan. On a plan's Users tab, an Add enrollees button next to Refresh opens a picker. Type names, check each person's job, location and email, and enroll them. People already enrolled are marked. Advanced Search is still available from the picker. This replaces the New Enrollee button at the top of the plan page.
- A few labels are clearer. In reports and the event import, the event type "Both" is now "Hybrid", meaning events held in person and online. It finds the same events as before. A course that is both instructor-led and on-demand reads "Instructor-Led and On-Demand". A plan says how people get on it: "Learners can opt in", "Managers can assign" or "Plan-controlled".
- No more "All" choices in filters. Filters such as Location and Department no longer list "All Locations" or "All Departments". To see everything, clear the filter. Old links that used an "All" choice still work.
- Live Events. Dates and Calendar are two tabs at the top of the list, and All events or My events sits with the filters. An event's details open from the ⓘ button at the end of its row, instead of when you point at its name. The calendar still shows them when you point at an event. A course's Events tab uses the same list, with All, Prior and Future.
- Editing the LearningSite home page. Administrators edit the home page where it is. Point at the banner or a section and click its pencil to open its editor. The banner and text sections open in an HTML editor with a preview of how the page will look on a phone, a laptop or a wide screen, and other sections let you change the title and who can see them. Each editor saves only what it changed. Customize page shows a bar under the top bar that says whether your changes are saved, and offers Discard and Save and finish.
- A card at the top of each item's page. A course, plan, event or user page opens with one card that holds its main facts and its buttons. For a plan, that's Edit, Copy, Share and Delete. The rest of the page is below the card, as before.
- Lists show one compact row per item, in every site. That includes ManagerSite. Details open from the ⓘ button at the end of a row. When you select items, the actions for them and the count appear in the bar above the list. In ManagerSite, lists of people load 20 people at a time, and on the Courses list each person shows their newest 20 courses, with a link to show the rest.
- The same top bar in every site. The site name is the link home, the page you're on shows as a white tab, search sits in the bar (press Ctrl+K), New becomes a + button, the to-do count moves onto a bell, site settings are under the gear, and your name menu becomes your initials. Each site's search opens a results page of its own.
- Ctrl+S saves. On a page where you edit something, Ctrl+S (Cmd+S on a Mac) does what the Save button does. The Save button shows the shortcut.
- Sent Items on each course, event and plan. In InstructorSite, a course, event or plan page has a Sent Items tab that lists the emails sent about it. CLE and CPD plans have one in CLESite and CPDSite too. Mail still has the full Sent Items list.
- Some reports have new names. Each report now has one name, used in the Reports list, on its page, in saved views and in its download's file name. In InstructorSite, Credit History is now Credits Awarded, Credit Totals - Grouped by Learner is Credits Awarded in Total, Courses With Credits and Events With Credits are Credits Assigned to Courses and Credits Assigned to Events, Instructors Credits Awarded is Credits Awarded to Instructors, Learner Search History is LearningSite Search History by Learner, and the self-attestation report is Self-Attested Completions. Search still finds each report by its old name, and saved report views keep working. The Reports list is in A–Z order, and the credits reports have a Category filter: CLE, CPD or Firm-specific.
- CLE and CPD reports move to CLESite and CPDSite. The jurisdiction reports and regulator filings (California, Georgia, Illinois PCAM, New Jersey, New York, North Carolina, South Carolina and Western Australia), Year-End Attendance, Jurisdiction Overall Progress and Practitioner Details leave InstructorSite's Reports list. CLE coordinators find them under Reports in CLESite and CPDSite. Saved report views you already have of them still open in InstructorSite.
The column of app icons, opened to show each site's name, with What's new and Help at the bottom
CLE and CPD. CLESite and CPDSite also become a place for CLE coordinators to work day to day: each plan's progress across its enrollees, each person's admissions and plans, the CLE (or CPD) reports and regulator filings, saved report views, and a To-do page with the event credits waiting for approval. Attorneys get My compliance, described under For your learners. For the details, see CLESite and CPDSite in the refresh: preview.
New features
Five features come with the update. Two are shown in full below, and two more are in the learner screens above: sections in a plan, and search results you can bookmark and share.
- Sections in learning plans. Group a plan's courses into named sections. Shown below.
- Tracking of cancelled event registrations. Keep a cancelled registration, with its date and reason. Shown below.
- Search results you can bookmark and share. Shown last in the learner screens.
- An org chart. In InstructorSite, Users has an Org chart button that shows your firm's reporting structure. A person's page shows their reporting line, managers have a Team tab listing their reports, and you can filter the Users list by manager.
- Edit CLE and CPD plans in InstructorSite. Change a CLE or CPD plan's compliance settings without switching to CLESite or CPDSite.
The org chart in InstructorSite
New feature: organize a plan's courses into sections
This is one of five new features. Plan managers can group a plan's courses into named sections, each with a short description, and set the order of the sections. Learners see each section's name and description above its courses, so a long plan reads as clear steps.
- In the plan editor, add, name, describe, reorder and delete sections, and choose the section for each course.
- Deleting a section keeps its courses. They move to Other courses.
- Sections show on the learner's plan page and in the plan's progress views.
- Nothing changes until you add sections. A plan without them shows one list, as it does today.
In the InstructorSite plan editor
Plan managers build sections in the plan editor.
On LearningSite
Learners see the same plan with its sections. The whole plan page, before and after, is further down.
New feature: track cancelled event registrations
When someone cancels a live event registration, UniversitySite keeps the registration and marks it cancelled, with the date it was cancelled and a reason, instead of removing it. You can see who cancelled, and when, rather than losing the record.
- It comes with a built-in list of cancellation reasons, each of which can be turned on or off. Administrators can add their own, and set whether each reason needs a note: none, optional or required.
- Instructors can cancel one registration or several at once, and can re-register someone who cancelled.
- Cancelled registrations show in their own section on the event, with the reason and note, and in the event reports.
This one is still being finished, so details may change.
Cancellation reasons, in InstructorSite
A cancelled registration on the event
Questions about the update? Reply on the UniversitySite Community, or email support@profiscience.com. We're glad to talk it through.
Screens shown with sample data. Updated October 20, 2026.