Training Credits

What are Training Credits?

Training credits, which replace our Credit as a Currency functionality, allow site administrators to create credit accounts at the Panorama level. These accounts can then allocate credits to sublicenses, so learners in those sublicenses can use them to purchase training. Administrators can also add credits to that account at anytime, much like depositing money in a shared bank account.

Some key concepts to understand about these training credit accounts:

1. They are tied to a specific Panorama: Site administrators create training credit accounts at the Panorama level and control the number of credits in the account. Once the account has been created, they can also add credits at any time.
2. You can have more than one credit account in a Panorama: It’s possible to create any number of training credit accounts in a single Panorama, so you can distribute different credit amounts to learners via sublicense. However, a credit account can only be tied to a single Panorama, and it cannot be used across multiple Panorama clients.
3. Credit accounts are tied to specific sublicenses, so their learners can use the credits to buy training: Once a sublicense has access to a training credit account, learners in that sublicense can access to that batch of training credits and can use them to purchase content.
4. Learners use credits on a first come, first serve basis: Finally, those learners in the sublicense use credits from the training credit account on a first come, first serve basis. When the credits run out, learners will no longer be able to use the account to purchase content. A site administrator can reload credits into an account at any time.

Settings Required

To use Training Credits, you'll need to do the following:

1. 1. Ensure that Training Credits are enabled on your account. Reach out to your CSM or to Support to check.
   2. Enable Access Content outside of Panorama
      1. Go to the specific Panorama.
      2. Under the Actions Menu, select Edit.
      3. Navigate to Settings > Primary.
      4. Toggle Enable Accessing Content Outside of Client? to Yes and click Save.

Creating a Training Account

Note: You need Site Administrator access to create Training Credit Accounts.

To create a Training Credit Account:

1. 1. 1. 1. Go to the specific Panorama
         2. Under the Actions Menu, select Edit.
         3. On the left navigation, click Training Credits.
         4. On the new page that appears, select New Account.
         5. Provide the following information:
            1. Account Name: this is the name learners will see for the account
            2. Starting Credit Batch Name: the name for the original batch of credits you want to open the account with (e.g. original batch or starting credits).
            3. Starting Credit Batch Amount: the number of credits in that opening batch.
            4. Optional additions:
               1. Minimum Credits to Request: the minimum number of credits Panorama managers who oversee the account can request
               2. Credit Expiry: when and how these training credits will expire. To enable, toggle Yes on Enforce Credit Expiry.
               3. Credit Requests: Whenever a Client Manager requests additional credits, the individuals listed here will receive an email with that request.
         6. Click Next.
         7. Select a sublicense to which the credit account will be assigned. You can select more than one sublicense within this Panorama client. The system will inform you whether those sublicenses have managers with credit permissions.
         8. Click Next.
         9. Review the Summary and click Create Account.
         10. Review the Account Overview.

Credit Account Management

Both Site Administrators and Panorama Administrators can manage Training Credit Accounts. Site Administrators can also create a custom role with Manage Credit Accounts permission to manage Training Credit Accounts.

The breakdown of permissions for each role is as follows:

Users with these roles can also see Total Credit Deposits and Current Credit Balance on the Panorama Dashboard.

Setting Training Credit Cost

Course creators can set the training credit cost for an item under the Enrollment section of the course. Click eCommerce, open the Advanced section, and set the credit cost.

Learner Information

When learners sign in and view content they can purchase using training credits, they will see the following information:

• A breakdown of each credit account available to them
• The option to select a credit account to use to purchase that piece of content