Percipio Admin Master Portal & Checklist Hub

Welcome to your Percipio Administrator Master Hub

Select an administrative gateway card below to configure, launch, and record live workshops, customize profilers, apply bulk data overrides, or configure site security policies. Your individual checkmarks auto-save in memory.

👥 Directories

Users & Audiences

Build dynamic audience rules, configure owners and administrators, and establish nested organization structures.

Workspace → 0%

📈 KPI Tracking

Analytics & Reporting

Pull standard reports (activity, users, assignments, journeys), set up automatic scheduled email reports, and apply custom attribute columns.

Workspace → 0%

🎙️ ILT Setup

Live Courses (ILT)

Prepare scheduling checklists, add classes, register learners manually or via CSV, coordinate supervisors, and correct roster completions.

Workspace → 0%

⚡ Smart Profiler

Dynamic Content

Map question profiler branches, translate target modules, apply workplace harassment compliance templates, and bind courses.

Workspace → 0%

🎓 Admin Override

Completions & Waivers

Execute manual administrative overrides with credit hour awards, apply exemptions/waivers for compliance, and manage bulk CSV uploads.

Workspace → 0%

📚 Customization

Custom Content & Catalog

Upload bespoke learning assets using ACCP publisher, and organize them into custom channels, journeys, areas, and subjects.

Workspace → 0%

📝 Campaigns

Assignments

Launch targeted, recurring compliance assignments, create ordered content tracks, and schedule automated nudge and reminder messages.

Workspace → 0%

Portal Workspace

🎙️ Instructor-Led Training (ILT) Setup

Configure live classrooms, physical locations, register students, and manage supervisor class approval settings.

🎬 Show me ▶ Creating an ILT (start to finish) interactive walkthroughs with narration — click along at your own pace

Phase 1: Pre-Requisites & Site Preparation

0 of 3 Completed

Define Locations & Classrooms Navigate to Content > Live Courses (ILT) and manually set up room definitions before mapping. Locations cannot be bulk-imported.

How to complete this part

Navigate to the **Content** tab on the left admin panel and click **Live Courses (ILT)**.
Locate the **Locations** tab at the top and select **Add Location**.
Input a Location Name, Physical Address, and correct Local Time Zone, then click Save.
Once saved, go to **Classrooms** inside that Location and click **Add Classroom** to define physical seats and capacities.

Privilege Assigned Instructors Instructors need active user records. Run a bulk user CSV with isinstructor = Yes to privilege in bulk. 📘 Convention: add instructors when you want a non-site-admin to manage the roster — employees only; this option doesn't exist for external people.

How to complete this part

Navigate to **Users > User Management** to find desired records.
Open individual User Profile configurations, select Edit, and toggle **Instructor Privilege** to active.
To execute in bulk, include column header `isinstructor` inside your CSV template with corresponding row entries set to `Yes` or `TRUE`, then run a **Bulk User Import**.

Establish Custom Class Attributes Define tracking variables (e.g. departmental cost centers) to manage administrative costs behind the scenes.

How to complete this part

Navigate to **Content > Live Courses (ILT) > Manage Class Attributes**.
Select **Add Attribute** and assign a Name (e.g. Department Code, Billing ID).
Configure selection parameters (Text Entry, Multi-select list, or Single-choice toggle). Click save. These properties do not render to learners.

Phase 2: Live Course & Class Configuration

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Define Parent Course Details Specify searchable Title, Description, and Content Source. Use the type-ahead feature to avoid replication. Upload a Course Image (16:9 aspect ratio, ≤ 300KB) and set the Estimated class duration. 📘 Convention: optional discovery details can carry expertise level (Beginner→Everyone), technology titles/versions, and an ExternalID — a unique handle for finding this custom content later as admin. Registration approval is NOT recommended for open enrollment at this time (Site Admin / Approval Manager overhead needs instructional support).

How to complete this part

Under **Live Courses (ILT)**, click the **Create Live Course** button.
Input a clear Title and descriptive paragraph. (Keywords inside description index to search discovery engines).
Upload a **Course Image** with a **16:9 aspect ratio** (e.g. 1920x1080px), file size ≤ 300KB.
Set the **Estimated class duration** — required before the course can be published.
Input a unique **Content Source** tag. Use the type-ahead menu values where possible to prevent duplicate catalog values.

Configure Roster Waitlisting & Manager Approvals Enable supervisor approval workflows. When active, supervisors process registration requests inside My Learning > Live Course Approval. 📘 Convention: waitlist = Yes, always — it auto-generates at capacity and auto-sequences learners from waitlist into the roster with no admin touch.

How to complete this part

Scroll to the **Enrollment and Approvals** section on parent configurations.
Toggle **Registration Approval** to active. Choose if Site Admins only or direct Managers are tasked to process approvals.
Define class seat limits. Toggle **Enable Waitlist** to allow overflow tracking if classes reach full capacity.

Set Up Child Classes Define date, time, physical classroom slots, and max seating. If virtual, input URLs (Webex/Zoom/Teams). Virtual details remain hidden until registration is confirmed. 📘 Convention: time zone defaults to the CREATOR's — set it to the offering location's (vILT stays consistent). If a class date changes later, change the date in the TITLE too. Any class-info update triggers an email to registrants with the new details — that's how "Teams link to come" resolves itself.

How to complete this part

On Step 2 of the course builder, select **Add Class**.
Assign a unique Class Name. Select the specific pre-configured Location, Classroom, and Instructors.
Define the specific Date range, Start/End times, and Seat limits. (Multi-day setups are supported; users must attend all sessions for completion credit).
If virtual, select **Online Component** and enter Zoom, Teams, or Webex URLs and passwords. (Details are masked until the learner gets registered).

Establish Retroactive past-dated Class Entries Add past dates for manual credit tracking. No automated student notification emails are sent when creating past-dated schedules retroactively.

How to complete this part

Click **Add Class** and enter calendar dates that occurred in the past.
Click save. The system bypasses calendar publication and ignores notification email rules.
Admins or Instructors must open this roster and manually apply retroactive completions to award training credits.

Bind Course to published Custom Channel Associate the parent course with a custom channel matching its native language. Course renders in library views under the **Attend** tab. 📘 Convention: for open enrollment use the dedicated Open-Enrollment ILT channels — courses open to everyone go on BOTH the Manager and Everyone channels.

How to complete this part

Click publish on your finalized Live Course configuration.
Go to **Content > Custom Channels** and open/create a channel. (The channel language configuration must match your course language).
Click **Add Content from Library**, search for the published ILT Course, add, and publish changes to the custom channel.

Phase 3: Managing Roster & Registrations

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Action Pending Registrations Approve or deny registrations. Approved users are registered (even if class is over capacity) or waitlisted. Denying a request requires a manual reason.

How to complete this part

Open target class roster or click **Learners Awaiting Approval** at the top of the Live Course portal dashboard.
For single learners, click the Actions drop-down next to their name and click **Approve Request** or **Deny Request**.
For bulk approvals, check the checkbox column, select **Actions**, and choose approve/deny.
*Note:* Denying a request requires a mandatory text explanation. Denied learners are notified via automated email.

Process Registration Lists (Manual & CSV) Add users individually or download the CSV template, enter Login Name, Email, or External ID (one per row), and upload.

How to complete this part

Open the class roster and select the blue **Register** button.
**Manual Option:** Click the *Search existing Percipio users* tab, enter their name/email, select from type-ahead search, and click Save and Add.
**Bulk Option:** Select *Register learners from CSV*, download the template, enter student Login ID, Email, or External User ID (one row per student), select file, and click **Register learners to this class**.

Manage Waitlist & Cancellations Rosters can only be canceled prior to the class start date. If the start date passes, you must wait for the class to end and mark them incomplete.

How to complete this part

Open roster, click the **Registration Waitlist** tab, and manage individuals with the Actions menu: select *Register for this class* (bypasses capacity limits), *Register for a different class*, or *Remove from waitlist*.
To cancel a registered student, locate them in the *Registered Learners* tab, select Actions, and click **Yes, cancel registration**.
*Rules:* Cancellations are blocked once the class starts. Unattended, active records must conclude before you can mark them incomplete.

Phase 4: Record Completions & Corrections

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Record Completion Attendance & Scores Mark single or bulk completions on the roster. Specify completion dates (today or class end date) and input numeric class scores. 📘 Convention: record completions promptly — reporting is only as accurate as the roster. For vILT, download the attendance list from Teams (requires the Organizer role) and use it to run bulk completions.

How to complete this part

Open concluded roster, select individual checkbox entries, and select **Mark complete and score** inside the Actions menu.
Specify the Completion Date (Today's date or specific Class conclusion date) and enter scores. Click Save.
For bulk completion, select **Bulk mark complete**, select completion date logic, download the CSV template, add User Emails/IDs and Scores, upload, and click **Mark Complete**.

Mark Incomplete Classes Mark absent students as incomplete. They will see "Started" on their activity feed, allowing them to register for alternative classes. Once all students are configured, the class state moves to "Verified".

How to complete this part

In roster, locate students who did not attend or fulfill requirements.
Select them, click Actions, and select **Mark Incomplete**. Confirm selection.
Incompleted students retain "Started" status on their personal feed, unlocking access to enroll in sister class slots.
Once all active records are marked complete/incomplete, class state toggles from "Ended" to **Verified**.

Perform Attendance Corrections Perform a one-time adjustment per learner record for classes starting after May 5, 2026. Click Revoke completion (and enter a reason) or change an Incomplete status to Complete with a score.

How to complete this part

On concluded rosters (classes commencing post-May 5, 2026), locate desired record to correct.
**To Revoke:** Click Actions > **Revoke completion**. Enter a mandatory justification and click *Yes, revoke*. (Warning: This is permanent and cannot be undone).
**To Complete an Incomplete:** Locate Incomplete record, click Actions > **Mark complete and score**, enter correction reasons, add score, and save.

Portal Workspace

⚡ Dynamic Content Profilers

Configure automated profilers, harassment compliance templates, branching rules, and customized catalog assignments.

📌 Pinned — revisit after Custom Catalog is finished

Portal Workspace

🎓 Completions & Waivers

Execute manual administrator overrides with learning time awards, issue exemptions, and process large bulk CSV completion imports.

📌 Pinned — on hold until greater overall guidance is created

Phase 1: Granting Manual Override & Waiver Completions

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Determine Completion Type (Admin Override vs Waiver) Admin Override: Awards learning time, certificates, and badges.
Waiver: Exempts learners from compliance targets (no badges or duration hours awarded). Note: Only Admin Overrides can be used for Live Courses.

How to complete this part

**Admin Override:** Use to award credit for learning completed outside of the platform (e.g. watch parties). This awards learning duration time, Certificates, and Digital Badges, and counts toward learning goals.
**Waiver:** Use to exempt learners from training requirements (e.g. medical leave). This marks items complete within assignments or journeys to allow progress, but awards no learning duration hours, badges, or certificates, and does not count toward learning goals.
*Rule:* Only Admin Overrides can be used for custom Live Courses (ILT). Duration is automatically set to the length of the live course.

Verify Asset Eligibility Completions are valid for courses, videos, books, audiobooks, and hosted files. Overrides are not valid for Skill Benchmarks, Labs, TestPreps, or CAISY simulations.

How to complete this part

Check the asset type of your target course. Completions and waivers are valid for courses, videos, books, audiobooks, and hosted files.
Verify that the asset is not an excluded type. Completions/waivers cannot be granted for: Skill Benchmarks, Labs, TestPreps, CAISY simulations, Microsoft courses, Codecademy courses, tracks, journeys, or assignments.
Note that completions contribute toward completion of assignments, tracks, or custom journeys. Learners cannot claim waived or overridden courses for NASBA CPE or PMI PDU credits.

Input Single Asset Completions Navigate to Completions & Waivers > Grant New Completion. Select up to 1,000 learners, pick one content asset, select the override type, add a mandatory reason (up to 200 characters), and submit.

How to complete this part

Go to **Learning > Completions & Waivers** and click **Grant New Completion**.
Search and add up to 1,000 learners or audiences, then select **one** content asset.
Click *Next, select completion type*, select Admin override or Waiver, and enter the duration to credit (if using Admin override).
Enter a mandatory reason (up to 200 characters) for record-keeping, click *Next: Review selections*, verify details, and click **Yes, grant completion**.

Perform Completion & Waiver Revocations For completions granted for courses starting after May 5, 2026, you can perform a one-time revocation inside the roster or dashboard if recorded in error.

How to complete this part

Open **Learning > Completions & Waivers** and locate the granted record.
*Rule Check:* Revocation is only supported for completions or waivers granted for classes starting after May 5, 2026.
Click the Actions drop-down next to the record, select **Revoke Completion**, enter a justification reason, and confirm revocation. This is a one-time, permanent action.

Phase 2: Executing High-Volume Bulk Imports

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Populate Bulk CSV Templates Download the template. Fill out mandatory columns: learner (User UUID), content (Asset UUID), type (Admin/Waiver), and dateTime (ISO 8601: yyyy-mm-ddT00:00:00Z).

How to complete this part

Go to **Completions & Waivers > Grant New Completion**, click **Bulk Import**, and download the CSV template.
Run a *User Listing Report* with User UUID enabled to populate the `learner` column. Find asset UUIDs in the All Content List Report or within the asset player URL to populate the `content` column.
Input `Admin` or `Waiver` under `type`. Specify assessment scores under `score` (scores are not valid for waivers).
Input a completion date under `dateTime` using the ISO 8601 format: `yyyy-mm-ddT00:00:00Z` (dates can be retroactively set back to Jan 1, 2017).

Upload and Audit CSV Data Verify that the CSV contains 10,000 or fewer rows. Upload the file and check the preliminary results page.

How to complete this part

Limit the CSV import to a maximum of 10,000 rows. (Test a small sample size first to verify column formatting).
Save your template file in comma-separated values (.csv) format.
Upload your file to the platform and check the preliminary results page to verify formatting, user, and content asset validity.

Check CSV Validation Limits At least **80% of rows** must pass system validation to proceed. If the error rate exceeds 20%, download the error report, correct validation failures, and re-upload.

How to complete this part

Review the validation feedback page. At least **80% of rows** must pass validation to proceed with the import.
If less than 80% pass, click **Download the validation report** to view the rows containing errors (e.g. invalid UUIDs or incorrect date formatting).
Fix the errors in your CSV, re-upload, and click **Next: Import completions** once the pass rate exceeds 80% (only rows that pass validation will upload).

Portal Workspace

👥 Users & Audiences

Build dynamic audiences, assign audience owners, and establish nested organization structures.

🎬 Show me ▶ Create an Audience ▶ Create a Child Audience interactive walkthroughs with narration — click along at your own pace

Phase 2: Audience Management & Hierarchies

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Build Dynamic Rule-Based Audiences Construct dynamically updated user list groups. Use dynamic properties and boolean logic (AND/OR filters) rather than manual tracking lists.

How to complete this part

Go to **Users > Audience Management** and click the **Create Audience** button.
Under **Define Audience Members**, select the attribute rules (e.g. `Department` equals `Sales`).
Select preview to cross-check membership matching rules, and click save. The system will dynamically add users to this list as profiles sync.

Designate Audience Owners and Admins Delegate team management permissions to designated Managers or Learning Admins to assign workflows and run reports on restricted subsets of users.

How to complete this part

Locate your targeted group on the **Audience Management** page. Select edit.
Scroll to the **Audience Owners & Administrators** section.
Search and add assigned Managers. This grants them permission to manage learning assignments and run progress reports for this group. Click save.

Configure Multi-Level Child Audiences Configure nested sub-audiences up to 3 tiers deep. This structure allows you to build micro-segments under a parent company-wide audience.

How to complete this part

Open **Users > Audience Management** and click **Create Audience**.
Specify a child audience name and select a parent group from the **Parent Audience** dropdown.
Audience administrators assigned to the parent group can edit or delete this child subset, while main administrators retain global control.

Portal Workspace

📚 Custom Content & Catalog

Publish company SCORM/AICC assets, map external custom URLs, and organize into channels, journeys, areas, and subjects.

Phase 1: Publishing Custom Assets & ACCP Setup

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Upload and Describe Custom Content Items Publish internal documents, video files, AICC, or standard SCORM packages directly to the library index.

How to complete this part

Navigate to **Content > Content Items** on the left menu.
Click **Add Custom Content Item** and select the file format type (SCORM/AICC zip package, PDF, or custom Web Link).
Input Title, Description, Search Tags, and unique Content Source. Upload a custom banner and click Save and Publish.

Publish Custom Courses using ACCP Utilize the Skillsoft Academy Custom Content Publisher (ACCP) to construct structured courses and deploy SCORM courses to the platform.

How to complete this part

Open the **Academy Custom Content Publisher (ACCP)** tool.
Upload your course package components, review structure settings, and export metadata parameters.
Publish the generated ACCP package. Note that once published, you must add the item to a channel or journey to make it visible to learners.

Configure Custom Asset Visibility Rules Map target custom files or uploaded AICC packages to specific audience rules to limit access to sensitive internal files.

How to complete this part

Navigate to your published asset under **Content > Content Items**. Click edit.
Scroll to the **Visibility** section. By default, items are shared site-wide.
Select **Edit Audiences** to map the course only to specific, restricted dynamic groups, then click Publish.

Phase 2: Channels, Journeys, Areas & Subjects

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Create Custom Channels Group separate courses, book summaries, and videos into a custom Channel.

How to complete this part

Navigate to **Content > Custom Channels** and click **Create Channel**.
Select a native language, and input Title and Description details.
Click **Add Content from Library** to populate the channel structure with custom or standard Skillsoft assets. Click Publish.

Create Custom Journeys Group courses, book summaries, and videos into a linear, multi-step Journey.

How to complete this part

Navigate to **Content > Custom Journeys** and click **Create Journey**.
Select a native language, and input Title and Description details.
Click **Add Content from Library** to populate the journey's steps in order. Click Publish.

Create a Custom Area Areas are the top level of the library — broad categories by business or technical function. An Area stays invisible until a Subject with Channels/Journeys is added to it.

How to complete this part

Navigate to **Content > Areas & Subjects** and select **+ Add Area**.
Select display language(s) and enter a translated title and description for each.
Choose a menu category (**Skill Areas** or a custom menu category), set whether activity should appear on the Skills Activity Dashboard, and upload an image (16:9, ~1920x1080, ≤ 300KB).
Publish. Remember: it won't display in the library until Step 2 below is done.

Create a Custom Subject & Attach Channels/Journeys A Subject nests inside an Area and holds one or more Channels/Journeys. This is the step that actually makes an Area appear in the library.

How to complete this part

Navigate to **Content > Areas & Subjects**, open the target Area, and select **+ Add Subject**.
Enter a translated title and description for each selected language.
Add your Custom Channel(s) or Journey(s) to this Subject, then publish.

Portal Workspace

📝 Assignments

Configure criteria-based assignments, map completion sequences, schedule due dates, and manage automated email reminders. (Learning Programs are left off for now.)

Phase 1: Creating a One-time Assignment

0 of 5 Completed

Step 1: Describe Your Assignment Set title, description, business objective, category, assigned-by, and duration (specific dates or a rolling number of days per user).

How to complete this part

Navigate to **Learning > Assignments** and select **New Assignment**.
Choose display language(s), enter Title and Description, and select **Assignment type: One-time**.
Pick a Business objective and Category (Certification, Compliance, Cultural, Leadership, Onboarding, Upskilling, Other), and set Assigned by.
Choose Duration: **Specific date** (explicit start/end, GMT) or **Number of days** (start date plus a relative completion window per user).

Step 2: Add Content & Completion Behavior Completion-behavior toggles live on this step now (not a separate rule screen): language equivalency, complete-in-order, and require-restart-from-beginning.

How to complete this part

Set toggles as needed: **Learners can complete courses in any available language**, **Allow completion through equivalent content**, **Content items must be completed in the display order specified**, **Require learners to complete all courses from the beginning**.
Search and add up to 100 content items; arrange order via drag-and-drop.

Step 3: Add Users and Audiences Map the assignment to specific learners or audiences, individually or via bulk import.

How to complete this part

**Individual search:** name users or audiences and select them.
**Bulk CSV import:** download the template (email, loginName, or externalUserId columns), populate, and upload.

Step 4: Manage Emails Configure notification and reminder email frequencies (initial, due-date-approaching, after-due-date), and customize subject/header/intro text.

How to complete this part

On the Manage Emails step, set reminder timing for initial notification, approaching-due-date, and after-due-date reminders.
Customize the subject line, header text, and intro content for each email type as needed.

Step 5: Review and Launch Review all settings, then either launch (goes to In Progress or Scheduled) or save as a draft to finish later.

How to complete this part

Review the summary of every prior step.
Click **Launch** to publish immediately or on the scheduled start date, or **Save as Draft** to hold it.

Phase 2: Assignment Lifecycle & Automated Reminders

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Configure Automated Reminder Reminders Establish Nudge campaign logic. Override default global parameters to configure reminder frequencies (e.g., daily, weekly) for targeted learners.

How to complete this part

Select your published workflow item from the **Assignment List** and click **Manage Reminders** in the Actions dropdown.
Specify reminder frequency thresholds (e.g. send emails 14 days, 7 days, and 1 day before the due date).
Click save. Alternatively, select **Send a reminder** from the Actions dropdown to manually trigger a reminder email.

Edit an Existing Assignment (by status) What you can change depends on the assignment's current status.

How to complete this part

**Draft or Scheduled:** nearly everything is editable — name, business objective, type, description, start date, end date/number of days, learners/audiences, email text, and content (add/remove/reorder freely).
**In Progress:** you cannot edit content items or change the require-restart-from-beginning setting, but you can still edit name, description, roster, and email notification settings.
*Note:* editing a Scheduled assignment automatically converts it to Draft status so content can be modified.

Use the Actions Menu (Copy, Delete, Summary, Archive, Cancel) The Actions menu on the assignment list has six options: Copy, Edit, Delete, Summary, Archive, Cancel for all.

How to complete this part

Navigate to your target assignment from list. Click Actions.
**Copy** makes a duplicate (retired content excluded) as a new Draft. **Delete** removes the assignment entirely. **Summary** shows details/statistics.
**Archive** closes an assignment with a specified end date — an Archived assignment cannot be edited or deleted.
**Cancel for all** cancels an In Progress assignment for every learner/audience — canceled assignments cannot be edited.

Portal Workspace

📈 Analytics & Reporting Hub

Generate learner activity summaries, schedule automated email reports, customize columns, and export user data.

🎬 Show me ▶ Run an Assignment Detail Report interactive walkthroughs with narration — click along at your own pace

All dashboards All reports Scheduled reports Report downloads

Phase 1: Standard Reports

0 of 7 Completed

Run the Learner Activity Report Pull the primary activity logs across your site. View raw learning progress, access metrics, and badges earned.

How to complete this part

Go to **Analytics** on the left menu, then select the **All Reports** tab.
Locate and select the **Learner Activity Report** from the index.
Apply global filters (date range, specific audiences, or content types) and click **Update Table** to display on-screen records.

Generate the User Summary Report Export high-level learning summaries. Track total learning hours, completions, and averages for each learner.

How to complete this part

Open **Analytics > All Reports** and select **User Summary**.
Define parameters to isolate specific demographics (such as office locations or divisions) and update the table.
Click **Download Report** to export a local copy to Microsoft Excel or other analysis systems.

Run the Detailed Activity Report Pull granular, per-asset activity records beyond the summary-level Learner Activity Report.

How to complete this part

Go to **Analytics > All Reports** and select **Detailed Activity**.
Apply filters and click **Update Table** or **Download Report**.

Run the User Listing Report Pull the full user directory listing with account status and attributes.

How to complete this part

Go to **Analytics > All Reports** and select **User Listing**.
Apply filters and click **Update Table** or **Download Report**.

Run the Assignment Summary by User Report Roll up each user's assignment completion status at a summary level.

How to complete this part

Go to **Analytics > All Reports** and select **Assignment Summary by User**.
Apply filters and click **Update Table** or **Download Report**.

Run the Assignment Detail by User Report Pull per-asset assignment status and completion detail for each user.

How to complete this part

Go to **Analytics > All Reports** and select **Assignment Detail by User**.
Apply filters and click **Update Table** or **Download Report**.

Run the Journey Summary by User Report Roll up each user's progress through mapped custom Journeys.

How to complete this part

Go to **Analytics > All Reports** and select **Journey Summary by User**.
Apply filters and click **Update Table** or **Download Report**.

Phase 2: Customization

0 of 2 Completed

Include User Custom Attributes in Reports Include custom profile metadata attributes (such as department or location codes) in report columns for advanced filtering.

How to complete this part

Open the Learner Activity or User Summary Report.
Click **Manage Columns** at the top right of the data table.
Scroll to the attributes section, check the boxes for your custom metadata fields, click save, and update the table.

Set Up Automatic Scheduled Reports Schedule automated email reports. Specify generation frequencies and receive system notifications when spreadsheets are ready.

How to complete this part

With your target report open and filtered, click the **Schedule** or **Create Schedule** button.
Name the schedule, select generation frequency (daily, weekly, monthly), and add recipient emails.
Click Save. The system will automatically run and distribute the report according to your schedule.

Also add: saving custom reports info (needs your input — see question list).

Skillsoft percipio

Overall Program Completion Readiness

Welcome to your Percipio Administrator Master Hub

Users & Audiences

Analytics & Reporting

Live Courses (ILT)

Dynamic Content

Completions & Waivers

Custom Content & Catalog

Assignments

🎙️ Instructor-Led Training (ILT) Setup

Phase 0: Grifols ILT Conventions — Preflight

Phase 1: Pre-Requisites & Site Preparation

Phase 2: Live Course & Class Configuration

Phase 3: Managing Roster & Registrations

Phase 4: Record Completions & Corrections

⚡ Dynamic Content Profilers

Phase 1: Setup & Language Mapping

Phase 2: Question & Logic Branching

Phase 3: Licensing, Review, & Publishing

🎓 Completions & Waivers

Phase 1: Granting Manual Override & Waiver Completions

Phase 2: Executing High-Volume Bulk Imports

👥 Users & Audiences

Phase 2: Audience Management & Hierarchies

📚 Custom Content & Catalog

Phase 1: Publishing Custom Assets & ACCP Setup

Phase 2: Channels, Journeys, Areas & Subjects

📝 Assignments

Phase 1: Creating a One-time Assignment

Phase 2: Assignment Lifecycle & Automated Reminders

📈 Analytics & Reporting Hub

Phase 1: Standard Reports

Phase 2: Customization

Overall Program Completion Readiness

Welcome to your Percipio Administrator Master Hub

Users & Audiences

Analytics & Reporting

Live Courses (ILT)

Dynamic Content

Completions & Waivers

Custom Content & Catalog

Assignments

🎙️ Instructor-Led Training (ILT) Setup

Phase 0: Grifols ILT Conventions — Preflight

Phase 1: Pre-Requisites & Site Preparation

Phase 2: Live Course & Class Configuration

Phase 3: Managing Roster & Registrations

Phase 4: Record Completions & Corrections

⚡ Dynamic Content Profilers

Phase 1: Setup & Language Mapping

Phase 2: Question & Logic Branching

Phase 3: Licensing, Review, & Publishing

🎓 Completions & Waivers

Phase 1: Granting Manual Override & Waiver Completions

Phase 2: Executing High-Volume Bulk Imports

👥 Users & Audiences

Phase 2: Audience Management & Hierarchies

📚 Custom Content & Catalog

Phase 1: Publishing Custom Assets & ACCP Setup

Phase 2: Channels, Journeys, Areas & Subjects

📝 Assignments

Phase 1: Creating a One-time Assignment

Phase 2: Assignment Lifecycle & Automated Reminders

📈 Analytics & Reporting Hub

Phase 1: Standard Reports

Phase 2: Customization

Reset All Checklists?