uPerform Management Center updates for authors and administrators

uPerform is currently rolling out enhancements to certain content management related tasks in the Management Center portion of the website. This upgrade introduces changes for authors and administrators, which are described in this article.

Note: Learners accessing the uPerform Learning Library in the end-user view (including via links in in-application help) will not be affected by these changes. 

Table of Contents

Terminology differences

How to specify user groups for content individually

How to specify website folder link locations for content individually

How to specify user groups for multiple content items in bulk

How to create folders for the end-user (Learning Library) portion of the uPerform website

How to update or delete folders in the end-user (Learning Library) portion of the uPerform website

How to specify website folder link locations for multiple content items in bulk

Terminology differences

OLD	NEW
The link to the end-user area within a project is labeled Website:	The link to the end-user area within a project is labeled Learning Library:
The feature used to specify the location(s) in the uPerform learning Library in the end-user view for published content is called Website Contexts:	The feature used to specify the location(s) in the uPerform Learning Library in the end-user view for published content is called Locations:

How to specify user groups for content individually

1. Log in to the Management Center 
2. Navigate to your project
3. Click the link labeled Document Library.
4. Click the link to the content item for which you want to assign a user group or groups.
5. Click the link labeled Edit Group Assignments:
6. Check the boxes on the left side that correspond to the user groups which you wish to assign the chosen content item and click the Assign button.
7. The user groups you selected for the content item should now be listed under the Group Assignments heading

How to specify website folder link locations for content individually

1. Log in to the Management Center 
2. Navigate to your project
3. Click the link labeled Document Library.
4. Click the link to the content item for which you want to assign a location(s).
5. Click the Edit Locations link.
6. Check the boxes on the left side that correspond to the website folder link locations to which you wish to assign the chosen content item and click the Assign button.

How to specify user groups for multiple content items in bulk

1. Log in to the Management Center 
2. Navigate to your project
3. Click the link labeled Learning Library.
4. Use filtering options shown below the <Project Name>: Learning Library heading to list the desired content items. You can check the Include unpublished documents option to list content items for group assignments before they are published.
5. On the left side of the page, check the boxes corresponding to all content items you want to assign a user group or groups.
6. On the right side of the page, select Bulk Actions > Assign Groups.
7. Check the boxes on the left side that correspond to the user groups to which you wish to assign the selected content items and click the Assign button.
   
   Tip: A list of all applicable content items to which the group(s) will be assigned is shown just below and to the left of the Assign button.

How to create folders for the end-user (Learning Library) portion of the uPerform website

1. Log in to the Management Center 
2. Navigate to your project
3. Click the link labeled Learning Library.
4. Select Add > New Folder.
5. Specify the following information:
   • Name: The title learners will see for the folder.
   • Description: Additional information to describe the contents of the to learners. Note: This is optional.
   • Parent: Select the location within the end-user website folder hierarchy where you want the folder to be created.
   • Default Sort for Content: Choose the default order in which links to published content within the folder are presented to learners.
6. Click Save

How to update or delete folders in the end-user (Learning Library) portion of the uPerform website

1. Log in to the Management Center 
2. Navigate to your project
3. Click the link labeled Learning Library.
4. Use filtering options shown below the <Project Name>: Learning Library heading to list the desired end-user website folders.
5. On the left side of the page, click the link to a folder.
   Tip: Folders have a ‘>’ symbol to the left of the name within the listing.
6. To modify the folder’s title, description, location, and/or default sort order for content, click the Edit link, apply the changes, and click Save.
7. If you wish to delete the folder rather than modify its properties, click the Delete Folder button.

How to specify website folder link locations for multiple content items in bulk

1. Log in to the Management Center 
2. Navigate to your project
3. Click the link labeled Learning Library.
4. Select Add > Add Documents.
5. Click the Learning Library Location drop-down list and choose the desired Learning Library (end-user) folder in that list. The folder you choose will be where links to published content will be posted for learners.
6. Check the boxes for multiple content items and/or folders that you want to assign to the Learning Library location that you specified in the previous step and click the Add button.