About Learning Management

Audrey

June 02, 2026 15:40

Overview

For your organization, the value of training/learning is in ensuring that your partners are able to represent your offering as consistently and effectively as possible. Participation in a learning program is an important metric when evaluating partner enablement. For your partners, courses provide valuable training to help them effectively execute your Partner Program.

Unifyr One provides a Learning Management System (LMS) to provide you with a way to recognize partner expertise, based on their achievement of your training objectives. You can find the configuration options in Partner Management > Learning Management in Unifyr One Admin.

A Unifyr One LMS is made up of Modules, Courses and Certifications:

Modules - A piece of training content, which can be delivered as a standalone learning task or bundled into a Course.

You can add a Quiz to a Module to assess your partners’ understanding of the training material. This supports the partner’s intake and retention of the Course information.
Course - Training content delivered to your partners, without providing a certificate of completion.

Courses can be delivered as a standalone offering or as part of a Certification program.

Courses are built from Modules, which form the sections of training content in the Course. Unifyr One supports the upload of various file types as Module content, including SCORM.

Modules and Quizzes can be reused across Courses, for example if you have a standard introduction that you would like to include in all training content. Reusing a Module and/or Quiz simplifies management of training material. Partners that have completed the Module and/or Quiz for one Course or Certification will be credited and not be required to repeat it in another Course/Certification.
Certification - A more formal training qualification made up of a Course or Courses and with the option to provide a customized certificate at the end. A Certification provides tangible evidence of a partner's relationship with your organization and increases their credibility with potential customers.

A Certification is built from a Course or Courses. Courses can be reused across Certifications. This provides both flexibility and consistency.

Access to a Certification can be dependent on successful completion of a previous Certification.

Example structure of a Certification with Courses, Modules, and Quizzes in Unifyr One:

For information on setting up your LMS, see Building an LMS.

For information on generating certificates to provide your partners when they complete a certification, see Creating Training Certificates.

Unifyr One provides the option to translate your Modules, Quizzes, Courses, and Certifications into multiple languages. For more information, see Translating Learning (LMS) Content.

Unifyr One Learning Management Summary

The LMS can be designed for individual partners based on their needs and prior certifications.
- You can create tags for your LMS modules, courses and certifications, and use them to filter the delivery of training content to your partners. For more information, see Tag Management.
- You can use Partner Group rules to design the route through the LMS and your required outcomes. For example, Unifyr One can require that certification be completed before specific content or views are available, e.g. a partner is not shown the Social Media page until they've completed the Social Certification.
Training can be delivered to the partner in the Unifyr One portal or linked to an in-person event (courses only). For information on setting up in-person training events for your partners, see Partner Events.
You can track and manage your partner's progress against your training objectives in Unifyr One Admin. For more information, see Manage Partners' Training Progress.
Training objectives can be included in the Onboarding path for new partners, or in a Success Plan, or as a Goal in your Tier Program, or defined as a User Achievement.
Certificates can be customized and rewarded upon Certification completion.
Reporting is available under Analytics & Reports > Partner Performance > Training.

Before You Begin

Take these prerequisites into account when implementing your LMS:

Partner Portal setup - There are multiple options for adding training-related pages to your partner portal:
- Add individual Feature Pages
  - The Courses and Certifications pages show your currently listed Courses and Certifications, filtered to the user based on their Partner Group membership.
  - The My Courses and My Certifications pages display a list of in progress and completed Courses and Certifications for which the user enrolled.
  - The Training Content page shows available Modules and Courses, filtered to the user based on their Partner Group membership. My Training allows a user to track their in-progress and completed Modules and Courses.
- Add the Training Feature Bundle
  
  Includes the Certifications and My Certifications pages
Access to a PDF tool such as Adobe Acrobat if you want to create a branded Certificate Template

Click on the + to expand the instructions for the desired task.

View Modules

To view the Modules that have been created in Unifyr One, navigate to Partner Management > Learning Management > Modules.

The selected page lists all available Modules, with this information for each:

Courseware Type - The format of the learning material provided
Quiz - The quiz that is associated with the Module (or No Quiz if there isn’t one). For more information about Quizzes, see Quizzes
Status - The status of the Module:
- Published - published and is active in the portal
- Not Published - not yet published (or unpublished)
- Ended - has been active in the portal but its availability date range has now ended
  
  Modules with this status are no longer available in the portal to partners, but are retained for reporting purposes.
- Archived - archived
Use the Status filter to define which Modules you want to see.
Publish Start Date - The first day on which the Module is available in the portal to partners
Publish End Date - The last day on which the Module is available in the portal
Updated - The day on which changes were last made

View Courses and Certifications

To view the Courses and Certifications that have been created in Unifyr One, navigate to Partner Management > Learning Management and select the required area - Courses or Certifications.

The selected page lists all Courses/Certifications, with this information for each:

Publish Start Date - The first day on which the Course/Certification is available in the portal to partners
Publish End Date - The last day on which the Course/Certification is available in the portal
Status - The status of the Course:
- Published - published and is active in the portal
- Not Published - not yet published (or unpublished)
- Ended - has been active in the portal but its availability date range has now ended
  
  Courses/Certifications with this status are no longer available in the portal to partners, but are retained for reporting purposes.
- Archived - archived
Use the Status filter to define which Courses/Certifications you want to see.
Updated - The day on which changes were last made

Configure your View of Modules/Courses/Certifications Lists

You can configure the Modules, Courses and Certifications pages in Partner Management > Learning Management, to make sure they're showing what you need to see.

In any of the pages, click the Column Configuration button.
Drag and drop fields to and from Available Columns and Selected Columns as required.

Available Columns includes columns representing standard fields and any tags (of type LMS) you have in place for learning content.

For information on content tags, see Tag Management.
Click Save. The view shows the columns you selected.

To reorder the columns, go back into the Column Configuration window and drag and drop the columns vertically in Selected Columns.

FAQs

Click on the + to expand the information for the desired question.

What is the best way to re-certify a partner user if I re-create the same Certification for the new year?

There may be instances where you are creating a new version of the same Certification every year. To mark the new Certification as completed for those partner users that have already completed the previous year’s Certification, you can manually update their training progress. These partner users will then have access to the new certificate under the new Certification.

For information, see Manage Partners' Training Progress.

If I add a Module or Course to a Certification after a partner user has completed the original Certification, is the partner user still seen as certified?

Yes, once a Certification or Course is marked as completed it stays completed for the partner user, regardless of any later changes to it.

Can I add a prerequisite Course or Module to my Certification?

No - it's not currently possible to make a Course or Module a prerequisite for a Certification.

You can make a Certification a prerequisite for accessing a subsequent Certification. When this is set, all Modules and Courses within your prerequisite Certification must be completed before the partner user can begin the next Certification.

We recommend adding a note in the Certification Description to outline which training criteria must be completed before other training content can be accessed.

Training

LMS Overview

LMS Modules

LMS Quizzes

LMS Courses

LMS Certifications & Certificates