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.

🎙️ ILT Setup

Live Courses (ILT)

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

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⚡ 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.

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⚙️ Settings

Site Config & Security

Configure user custom properties, map metadata attributes, manage email campaigns, restrict logins to SSO-only, and allocate content pools.

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👥 Directories

Users & Audiences

Create and manage accounts, set permissions, map custom user attributes, build nested dynamic audience rules, and configure owners.

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📚 Customization

Custom Content & Catalog

Upload bespoke learning assets using ACCP publisher, construct custom channels or journeys, and design targeted homepage promos and banners.

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📝 Campaigns

Assignments & Programs

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

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📈 KPI Tracking

Analytics & Reporting

Pull learner activity summary sheets, set up automatic scheduled email reports, apply user attribute columns, and adjust formatting for EU-based servers.

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Portal Workspace

🎙️ Instructor-Led Training (ILT) Setup

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

Phase 1: Pre-Requisites & Site Preparation

0 of 4 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.

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.

Verify License Pool Entitlements Verify that the targeted learners have active license pool memberships to ensure they can view custom ILT schedules in the library.

How to complete this part

Go to **Users > Audiences** to verify target groups.
Cross-check active audience rules against your mapped catalog collections inside **License Distribution**.
Ensure targeted users are assigned to collections containing your custom ILT course titles.

Phase 2: Live Course & Class Configuration

0 of 5 Completed

Define Parent Course Details Specify searchable Title, Description, and Content Source. Use the type-ahead feature to avoid replication. Upload a 16:9 aspect ratio image (≤ 300KB).

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 graphic banner with a **16:9 aspect ratio** (e.g. 1920x1080px), file size ≤ 300KB.
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.

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.

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.

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

0 of 3 Completed

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

0 of 3 Completed

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.

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.

Portal Workspace

🎓 Completions & Waivers

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

Phase 1: Granting Manual Override & Waiver Completions

0 of 4 Completed

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

0 of 3 Completed

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

⚙️ Site Settings & Security

Configure active directory attributes, manage email campaigns, restrict logins to SSO-only, and allocate content pools.

Phase 1: User Profile Settings & Enforcing SSO

0 of 4 Completed

Configure User Attributes Define custom user fields (e.g., job level or location) to track student data. These custom fields can be used to filter reports like the Content Evaluation Report.

How to complete this part

Navigate to **Users > Custom User Attributes** and click **Add Attribute**.
Input a descriptive name (e.g. Job Level, Location, Department) to define custom metadata categories.
Populate values for each user manually on their profile or in bulk via user CSV imports to enable user filtering in reports (e.g. *Content Evaluation Report*).

Define License Pools & Audiences Create targeted audiences and link them to content collection license pools so they can discover live courses, custom channels, and assigned assets.

How to complete this part

Go to **Users > Audiences** and click **Create Audience**. Define targeted dynamic audience rules using custom user attributes.
Navigate to your license pool settings. Map the newly created audience to the appropriate license pools.
Ensure targeted audiences hold valid licenses for the content collections containing your custom live courses, custom channels, and dynamic content profilers.

Enforce SSO-Only Logins Enable "Allow SSO-only login for users marked as SSO only". This security setting prevents designated SSO users from logging in using standard Percipio passwords, reducing confusion.

How to complete this part

Navigate to **Site Settings > Security & Single Sign-On** on the left menu.
Enable the setting **"Allow SSO-only login for users marked as SSO only"** (disabled by default).
This prevents designated SSO users from accessing the platform using standard Percipio passwords, routing them to single sign-on screens to reduce login confusion.

Enforce SSO on Bulk Imports When SSO-only logic is active, use the allowOnlySSO column in the bulk user import template, setting it to TRUE for designated users (defaults to FALSE).

How to complete this part

Locate the newly added allowOnlySSO column in your bulk user import template.
Set the column value to **`TRUE`** for users who must log in via single sign-on only. Set to **`FALSE`** (default) for users who can access standard password login screens.
Upload your bulk user CSV. The platform locks password login configurations for designated SSO-only users.

Portal Workspace

👥 Users & Audiences

Configure individual user profiles, execute CSV directory uploads, build dynamic audiences, and establish nested organization structures.

Phase 1: User Administration & Profile Management

0 of 3 Completed

Create Individual User Accounts Configure single login profiles manually in the admin view. Input Name, Email, Login ID, and set default user status.

How to complete this part

Navigate to **Users > User Management** in the admin menu.
Click the **Create User** button.
Fill in required details: Username, First Name, Last Name, Email, and unique Login ID.
Assign default custom attributes (like Department or Office Location) and click Save.

Execute High-Volume User CSV Imports Download the blank directory template. Populate column fields matching required schema headers, and upload to create or update users in bulk.

How to complete this part

Under **Users > User Management**, select **Bulk Import Users**.
Click **Download Import Template** to retrieve the structured CSV.
Populate rows with user account credentials. Save as a standard UTF-8 encoded comma-separated file.
Click **Bulk Import Users**, upload your document, and review the validation report for formatting errors.

Audit User Roles and Security Privileges Verify account roles (Site Admin, Learning Admin, Content Coordinator, Manager, Learner) and scope permissions accordingly.

How to complete this part

Locate your targeted user under **Users > User Management** and click the edit icon.
Under the **Role** selection dropdown, review the active scope.
Site Admins can execute overall system configurations; Managers can track, report, or assign assets for assigned audiences. Adjust the role and click save.

Phase 2: Audience Management & Hierarchies

0 of 3 Completed

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, deploy custom channels, and design targeted homepage promos.

Phase 1: Publishing Custom Assets & ACCP Setup

0 of 3 Completed

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: Custom Channels & Homepage Promotions

0 of 3 Completed

Create Custom Channels and Journeys Group separate courses, book summaries, and videos into custom Channels or linear multi-step Journeys.

How to complete this part

Navigate to **Content > Custom Channels** (or Journeys) 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.

Design and Publish Homepage Banners Promote specific workshops or programs using large banner promotions featured prominently at the top of learner homepages.

How to complete this part

Navigate to **Learning > Content Promotions** in the left menu.
Select **Create New Promotion** and choose the **Hero Banner** type.
Upload the promo graphic, enter linking targets (a specific course, channel, or journey), map target audiences, set dates, and save.

Build Targeted Content Strips Configure custom horizontal rows (promotional strips) across user dashboards to surface localized playlists.

How to complete this part

Go to **Learning > Content Promotions** and click **Create New Promotion**.
Choose **Promo Strip** to build a custom horizontal row of recommended tiles.
Pick up to 5 course elements, assign the target audience, establish publication start/end dates, and save changes to update learner feeds.

Portal Workspace

📝 Assignments & Learning Programs

Configure criteria-based assignments, map completion sequences, schedule due dates, and manage automated email reminders.

Phase 1: Creating Assignments & Mapping Structures

0 of 3 Completed

Determine Completion Rules (Ordered vs Criteria vs Self-Completion) Define how progress is earned. Ordered workflows lock down sequential paths; criteria rules check thresholds; self-completions rely on user checkmarks.

How to complete this part

Navigate to **Learning > Assignments** on the admin menu and select **New Assignment**.
Choose your completion type: **Ordered** (locks later courses until prior steps are completed), **Criteria** (assets completed in any order based on completion thresholds), or **Self-Completed** (user manually reports completion).

Specify Assignment Targets and Audiences Map the learning requirement to specific learners or dynamic audience lists. Individual profiles will inherit assignments automatically.

How to complete this part

On Step 2 of the assignment creator, click **Add Audiences or Learners**.
Search and select your targeted dynamic audience lists or individual users.
Ensure the assignment targets align with localized compliance requirements for your dynamic groups.

Launch and Schedule Future Assignments Schedule launch parameters for the assignment. Set a specific start date and time or publish it immediately.

How to complete this part

On the final step of the creator, locate the **Scheduling** card.
Select **Publish Immediately** or schedule a future launch date and time.
Specify the final **Due Date** or check **No Due Date** (Note: learning programs support relative rolling due dates). Click Save.

Phase 2: Assignment Lifecycle & Automated Reminders

0 of 3 Completed

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 Content in Active Assignments Update content elements within active assignments. In-progress assignments allow you to replace existing content, but you cannot add or remove items.

How to complete this part

Under **Learning > Assignments**, locate the active assignment. Click **Edit**.
You can select and **Replace** a course or book that has been retired or updated.
*Rule:* Adding new assets or deleting items from a live, active assignment is blocked to protect progress data.

Archive or Cancel Assignments Close or delete assignments. Cancel active schedules site-wide or for individual users without losing completion reports.

How to complete this part

Navigate to your target assignment card. Click Actions.
Select **Cancel for all** to instantly close the tracking loop, or select **Archive** for assignments that have met their targets.
To cancel the assignment for a single user, open the **Summary** page, locate their row, and select cancel.

Portal Workspace

📈 Analytics & Reporting Hub

Generate learner activity summaries, schedule automated email reports, correct CSV formatting for EU servers, and export user data.

Phase 1: Standard Reports & Automated Scheduling

0 of 3 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.

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.

Phase 2: Custom Attributes & EU Format Corrections

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.

Correct CSV Formats for EU Data Servers Resolve alignment and separator errors in exported spreadsheets for accounts hosted on the EU Data Center.

How to complete this part

If your CSV export displays misaligned rows, open the file in Microsoft Excel.
Select **Data > From Text/CSV** to import the file.
Ensure the file origin is set to **65001: Unicode (UTF-8)** and the delimiter is set to **Semicolon** rather than standard Comma, then click Load.

Skillsoft percipio

Overall Program Completion Readiness

Welcome to your Percipio Administrator Master Hub

Live Courses (ILT)

Dynamic Content

Completions & Waivers

Site Config & Security

Users & Audiences

Custom Content & Catalog

Assignments & Programs

Analytics & Reporting

🎙️ Instructor-Led Training (ILT) Setup

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

⚙️ Site Settings & Security

Phase 1: User Profile Settings & Enforcing SSO

👥 Users & Audiences

Phase 1: User Administration & Profile Management

Phase 2: Audience Management & Hierarchies

📚 Custom Content & Catalog

Phase 1: Publishing Custom Assets & ACCP Setup

Phase 2: Custom Channels & Homepage Promotions

📝 Assignments & Learning Programs

Phase 1: Creating Assignments & Mapping Structures

Phase 2: Assignment Lifecycle & Automated Reminders

📈 Analytics & Reporting Hub

Phase 1: Standard Reports & Automated Scheduling

Phase 2: Custom Attributes & EU Format Corrections

Overall Program Completion Readiness

Welcome to your Percipio Administrator Master Hub

Live Courses (ILT)

Dynamic Content

Completions & Waivers

Site Config & Security

Users & Audiences

Custom Content & Catalog

Assignments & Programs

Analytics & Reporting

🎙️ Instructor-Led Training (ILT) Setup

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

⚙️ Site Settings & Security

Phase 1: User Profile Settings & Enforcing SSO

👥 Users & Audiences

Phase 1: User Administration & Profile Management

Phase 2: Audience Management & Hierarchies

📚 Custom Content & Catalog

Phase 1: Publishing Custom Assets & ACCP Setup

Phase 2: Custom Channels & Homepage Promotions

📝 Assignments & Learning Programs

Phase 1: Creating Assignments & Mapping Structures

Phase 2: Assignment Lifecycle & Automated Reminders

📈 Analytics & Reporting Hub

Phase 1: Standard Reports & Automated Scheduling

Phase 2: Custom Attributes & EU Format Corrections

Reset All Checklists?