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Serhii
By Serhii
16 articles

How to create multilingual courses

This guide explains how to create a course that is shown in different languages depending on the learner's interface language. In Smart Way, each course language version is filled in separately. To do this, open the course in edit mode, switch the interface language to the required language, then update the course title, description and lesson content in that language. To see how a multilingual course works, open the course How to use the Academy. Switch the interface language, and the course content language will change as well. Important: if a course is active, it cannot be edited. To make changes, deactivate the course first. How to create the first language version of a course 1. Go to Academy. 2. Click Create course. 3. In Course Title, enter the course title in the first language. 4. In Description, add a short course description. 5. Click Create. 6. Open the created course in edit mode. 7. Add the required lessons using Create lesson. 8. For each lesson, fill in: - Lesson title; - Lesson description; - Content. 9. After editing the lesson content, click Save. The first language version of the course is now ready. How to add a course translation in another language 1. Open the same course in edit mode. 2. Switch the Smart Way interface language to the required language. 3. Replace Course Title with the translation in that language. 4. Replace Course description with the translation in that language. 5. For each lesson, translate: - Lesson title; - Lesson description; - Content. 6. After editing the content of each lesson, click Save. Repeat these steps for every language in which the course should be available. What learners will see When a learner switches the interface language, Smart Way opens the course version for the selected language. If the course is needed in one language only If you do not plan to create translations, fill in the course only in the required language. In this case, when learners switch the interface to other languages, they may see the course in the language in which it was filled in. This is normal for courses without translations. Checklist for reviewing multilingual courses Before activating the course, check that: - the course title is translated into all required languages; - the course description is translated into all required languages; - every lesson has a translated title; - every lesson has a translated description, if descriptions are used; - the content of every lesson is filled in using the required language. Common mistakes Only the course title is translated If only the course title is translated, learners may still see lessons and content in the old language. Translate the full course, not only the heading. The course is open in the wrong interface language Before editing a translation, always check which interface language is currently active. Changes are saved for that language. Lesson content was changed but not saved After editing lesson content, click Save. Otherwise, the changes may not be added to the course.

Last updated on May 27, 2026

How to Remove Academy Access or Delete an Employee

This guide helps an administrator in the Smart Way LMS platform choose the right action: temporarily or permanently remove access to the Academy, or fully delete an employee from the platform. When should you remove Academy access, and when should you delete an employee? There are two different scenarios: | Situation | What to do | | --------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------- | | The employee should no longer study in the Academy, but must remain in the employee list | Untick "Provide access to the Academy". | | The employee is needed for other tasks, such as preserving history or psychological testing, but should not log in to the Academy | Untick "Provide access to the Academy". | | The employee has left the company or their record is no longer needed in Smart Way | Fully delete the employee. | | You are not sure whether the employee's data may be needed in the future | Remove Academy access first. Use full deletion only when the record is definitely no longer needed. | How to remove Academy access without deleting an employee? 1. Go to "Employees". 2. Find the employee using "Search by full name", "Search by position" or "Search by department". 3. Select the employee row to open their card. 4. In the "Edit" window, find "Provide access to the Academy". 5. Untick this option. 6. Select "Save". 7. Check that the employee remains in the list. After saving, the employee does not disappear from "Employees". Only their access to the Academy is removed. What happens after "Provide access to the Academy" is unticked? - the employee remains in the employee list; - their name, email, phone number, department, position and notes remain in the card; - the account used to log in to the Academy is removed from the authorisation server; - the employee can no longer log in to the Academy; - the employee is no longer considered an active Academy user; - the employee's learning rating and learning time in the Academy are removed from active learning reports. This option is suitable when you need to block access to learning but keep the person in the main employee list. It can also be useful if the person’s data may be needed for other HR processes, such as candidate testing or further work with interaction history. Can Academy access be restored? Yes. If the employee needs to study again: 1. Go to "Employees". 2. Open the employee's card. 3. Turn on "Provide access to the Academy". 4. Select "Save". After access is granted again, Smart Way will create a new account for the employee to log in to the Academy and send the login details to their email address. How to fully delete an employee? Use full deletion only when the employee is no longer needed in Smart Way. 1. Go to "Employees". 2. Find the employee. 3. In the employee row, open the actions menu (three dots at the end of the row). 4. Select "Delete". 5. Read the warning carefully in the confirmation window. 6. If you are sure, select "Delete". Before confirmation, the LMS platform shows the warning: "Are you sure? All data will be deleted without the possibility of recovery." What happens after an employee is fully deleted? - the employee disappears from the employee list; - the employee card is deleted; - the account used to log in to the Academy is removed from the authorisation server; - the learning rating and learning time in Academy reports are deleted; - local records of learning tests and answers linked to this employee are cleared; - the employee is no longer displayed as an active learning participant in Academy reports. What happens to the employee's reports and history? The behaviour depends on the action you choose. | Action | What happens to reports | | -------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Untick "Provide access to the Academy" | The employee is no longer counted as an active Academy user; some historical data may remain in other reports if the employee record itself has not been deleted. | | Fully delete the employee | Linked learning records and working reports are cleared; the employee should no longer appear in reports as an active or available user. | If you need to keep the ability to find the person quickly in the employee list, do not use full deletion. Remove Academy access instead. When can deletion be unavailable? An administrator cannot be deleted from the employee list: the delete button will be unavailable. If you need to delete an administrator, do it on the "Company" page in the "Administrators" block by selecting the bin icon in the row of the administrator you want to delete. If the company account has only one administrator, their delete button will be unavailable. Add a new administrator first. Common situations The employee should temporarily stop training Remove Academy access. When training is needed again, turn access back on in the employee card. The employee cannot log in to the Academy Check whether "Provide access to the Academy" is turned on in their card. If the option was turned off, the employee will not be able to log in. The employee is in the list but does not appear in learning reports Check whether they have access to the Academy. If "Provide access to the Academy" is unticked, they will not be counted as an active Academy user. Administrator checklist before changing access or deleting an employee Before saving changes, check: - whether the employee really should no longer complete training; - whether they need to remain in the employee list; - whether their data or history may be needed in the future. If in doubt, it is safer to block Academy access first rather than fully delete the employee.

Last updated on Jun 17, 2026

Report: Employees who have not passed the assigned tests

This report helps you quickly find employees who have not yet completed assigned tests in LMS Smart Way courses. Use it to monitor employee training, identify gaps in test completion and prepare a list for follow-up reminders. Important: in this report, "did not pass" means that the employee has no completed result for the selected test. It is not a report about a low score. If an employee has completed a test but received a weak result, check this in the other test result reports. Where can I find the report? Go to Academy / Hall of Achievements. On the ratings page, find the block Report: Employees who did not pass assigned tests. Who can see the report? The report is available to users with administrator rights in LMS Smart Way. If you do not see the report block, check: - whether you are signed in with the correct account; - whether you have administrator rights; - whether you have opened Hall of Achievements, not the general candidate testing reports. What is needed to build the report? Before generating the report, make sure that: - the required course is active; - the course contains active tests; - the course is available to the relevant employees. If the course or test does not appear in the selector, the most common reasons are: the course is inactive, the course has no active tests, or you are viewing a different interface language version. How do I generate the report? 1. In the report block, click Generate report. 2. In the Select course and tests window, open the Select course field. 3. If there are many courses, use the Search course field. 4. Select the course. 5. After you select the course, Smart Way will show the tests linked to that course. 6. In the Select required tests block, click one or more tests. 7. Check that the required tests are selected. 8. Click Generate report. The generation button is active only when a course and at least one test are selected. Who does the system add to the report? An employee appears in the report when all of these conditions are met: - the employee has access to the Academy; - the selected course is available to the employee; - the selected test belongs to that course; - the employee has no completed attempt for that test. If the course is configured for specific departments or job titles, Smart Way applies those access rules. This means an employee who has not been assigned the course and cannot access it through their department or job title will not appear in this report. What does an empty result mean? If the message All employees have passed the selected tests appears after generation, there are no employees with incomplete attempts for the selected course and tests. In this case, check: - whether the correct course is selected; - whether the correct tests are selected; - whether the relevant employees have access to this course. How does pagination work? If the report contains many rows, use the pagination at the bottom of the table. Available rows-per-page options: - 10; - 25; - 100. If you change the number of rows per page, the list opens from the first page. If you simply move to the next page, Smart Way shows the next part of the same report. How do I export the report to Excel? After data appears in the table, the Excel button is available next to Generate report. To download the file: 1. Generate the report. 2. Check that the table contains the required data. 3. Click Excel. 4. Wait for the file to download. The file is downloaded in .xlsx format. The Excel file contains the full list of employees for the selected course and tests. Typical situations and what to check | Situation | What to check | | ---------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------ | | The employee is in the report but says they opened the test | Check whether the test was completed. Opening a test without completing it does not remove the employee from the report. | | The employee is not in the report, although they did not take the test | Check Academy access, course availability by department or job title, and whether the correct test was selected. | | Department or job title is empty in the report | Open the employee card and fill in Department or Job title. | | The required course is not in the course list | Make sure the course is active and contains an active test. | | You need to see scores, not only incomplete status | Use the course test completion results report or another report that shows test results. | | You need to send the list to a manager | Generate the report and download the Excel file. | FAQ Does the report show employees who received a low score? No. This report shows employees without a completed attempt for the selected test. Low scores should be checked in the test result reports. Can I select several tests at once? Yes. After selecting a course, click all required tests in the list. If an employee has not completed several of them, they may appear in the report several times. Why is the required course missing from the list? The list shows active company courses that contain active tests. Check whether the course is active, whether it has tests and which interface language version you are viewing. Why is the required test missing from the list? The test must be active and linked to the selected course. If the test is inactive or has not been added to the course, it will not appear in the selector. Are candidates included in the report? No. This report is for employees who complete training in the Academy. For candidates, use the candidate testing sections and reports.

Last updated on Jun 16, 2026

AI Assistant: How to Enable, Configure, and Use It

The AI Assistant improves the quality of training, accelerates onboarding, and reduces the workload on mentors. It answers employees' questions quickly, in an understandable form, and only using materials available to those employees. This reduces the number of repetitive questions to managers and colleagues, helps employees find the necessary information faster, and complete onboarding and training more confidently. What the AI Assistant does? - Answers employee queries based on lesson materials to which they have access. - Helps explain topics and find the necessary information within courses. - Adheres to access restrictions: it does not “see” materials that are not available to a specific user. How to enable the AI Assistant? 1. Go to the menu section Settings - Company. 2. Switch on the toggle in the AI Assistant block. 3. The system will automatically create an AI knowledge base and add all activated courses. 4. Non-activated courses are not added to the AI knowledge base. The administrator does not need to configure anything manually; simply enabling the “AI Assistant” function is sufficient. The system does everything automatically thereafter. The initial full processing of all data and addition to the AI knowledge base may take some time, depending on the number of training courses, sometimes up to several hours. How to disable the AI Assistant? - Simply switch off the toggle in the menu section Settings - Company. - After this, the AI Assistant will be unavailable to users. - After disabling the AI Assistant, the company's AI knowledge base will be automatically deleted 3 days after disabling. If it is re-enabled more than 3 days after disabling, a new AI knowledge base will be created, and tokens will be deducted for adding all training courses. If it is re-enabled less than 3 days after disabling, the current AI knowledge base will be restored, and tokens will be deducted only for processing video and audio files and new content. How to open the chat to ask the AI Assistant a question? For administrators: 1. Click on the chat icon (in the middle of the right side of the screen). 2. A channel selection menu will open; click “AI Assistant”. For learners: 1. Click on the chat icon (in the middle of the right side of the screen); the “AI Assistant” chat will open immediately. Which languages are supported? The AI Assistant is multilingual and responds in the language in which the question was asked. If the query language differs from the language of the training materials, the assistant will automatically translate the answer. For example, if a user asks in German, but the course content is in Ukrainian, the AI Assistant will find the information, translate it into German, and provide the answer to the user. Can users take tests with the help of the AI Assistant? 1. On the test-taking page, the ability to open the AI Assistant is blocked. 2. To prevent situations where users open the AI Assistant in other tabs or on other devices, we have created a control system that, before referring to the AI Assistant, analyses whether the question is from a test or not. If it is a test question, the AI Assistant will report that it cannot answer test questions. Tip. If you want to ensure high-quality knowledge assessment and prevent learners from “bypassing” the system, set a timer to limit the test duration and use the test uniqueness function. How the knowledge base works (important for administrators)? After enabling the AI Assistant, the system creates the company's knowledge base. All activated courses are automatically added to it. When a new course is activated, it is automatically added to the knowledge base. If content changes in an activated course, the system automatically updates the information in the knowledge base. If a course is deactivated or deleted, the system automatically removes it from the AI knowledge base after 3 days. When a user contacts the AI Assistant, the system first checks which training materials the learner has access to, then looks for the answer to the question specifically among these training materials. The AI Assistant does not provide information from courses not assigned to the user. The administrator does not have to do anything manually — the system itself monitors changes in content and permissions, and automatically maintains the knowledge base in an up-to-date state. When are AI tokens deducted? 1. Enabling the AI Assistant. A knowledge base is created, and all activated courses are added. 2. Activation of new courses. Every new activated course is automatically added to the knowledge base. Tokens are deducted for the added course. 3. Updating course content. If text lessons have not changed, the system does not re-index them, and tokens are not deducted. If lessons contain images, audio, or video, tokens are deducted for each processing of these files, even if they have not changed. This is because images, audio, and video are analysed by AI models, and each processing requires resources. 4. User queries. When the AI Assistant is enabled, every user query deducts AI tokens. All token deduction statistics are recorded in detail and displayed in the AI Tokens section. If tokens run out before the end of the paid period, a red message will appear at the bottom of the screen when attempting to open the AI Assistant chat: “Not enough tokens to use the personal assistant, please contact the administrator.”. Additional tokens can be purchased in the AI Tokens section. Working with a negative token balance 1. Can the balance become negative? Yes. If you run out of tokens while an operation is being performed (for example, video processing), the system will not interrupt the process. It will complete the action and deduct the full cost, resulting in a negative balance ("minus"). This debt will be automatically deducted upon the next balance top-up. 2. Adding courses to the AI knowledge base with a negative balance. If the "AI Assistant" function is enabled, we do not block knowledge base updates even with a negative balance. This is done so that the assistant always has up-to-date information. Therefore, when activating new courses or changing content, tokens will continue to be deducted, which may increase the negative balance. 3. How to avoid a negative balance? You can temporarily disable the "AI Assistant" function in the settings and enable it after free tokens are credited. Or purchase additional tokens. ⚠️ Important: If you disable the assistant, the current AI knowledge base will be deleted after 3 days. Re-enabling the assistant will result in the creation of a new base and full re-indexing of all courses. This will cost significantly more tokens than maintaining the existing base in an up-to-date state.

Last updated on Jun 15, 2026

How to change your password in Smart Way LMS

This guide explains how to change the password you use to sign in to your Smart Way account. There are two main scenarios: - you can sign in to your account and want to change your password in settings; - you do not remember your password or cannot sign in, so you need to restore access by email. 1. If you can sign in to your account Use this method if you remember your current password and have access to your account. Step 1. Sign in to your account 1. Open the account sign-in page. 2. Enter your email. 3. Enter your current password. 4. Press the sign-in button. After a successful sign-in, your workspace will open. Step 2. Open user settings 1. In the left menu, find the Settings section. 2. Open User. 3. On the User settings page, find the Change password block. Step 3. Enter a new password In the Change password block, fill in two fields: 1. In the New password field, enter the new password. 2. In the Re-enter new password field, enter the same password again. The password must contain at least 6 characters. To reduce the risk of a typing mistake, you can use the eye icon next to the password field. It temporarily shows or hides the password you have entered. Step 4. Save the password 1. Check that both fields contain the same value. 2. Press Save. 3. Wait for the Password updated! message. After the password has been changed successfully, the system will automatically sign you out of your account. This is expected behaviour: sign in again using your new password. Step 5. Sign in with the new password 1. Return to the sign-in page. 2. Enter your email. 3. Enter the new password. 4. Press the sign-in button. 2. If you forgot your password or cannot sign in Use this method if you do not remember your password or the system does not accept the old password. Step 1. Open the sign-in page 1. Go to the account sign-in page. 2. Press Forgot password. The password recovery page will open. Step 2. Enter your email 1. In the Your email field, enter the email you use to sign in to your account. 2. Check that the email is entered correctly. 3. Press SEND PASSWORD. If the email is recognised by the system, you will see a message that the password recovery link has been sent to your mailbox. Step 3. Open the email 1. Open your mailbox. 2. Find the email from SmartWay with a subject about changing your password. 3. If the email is not in your inbox, check Spam, Promotions, Mailings or All mail. 4. In the email, press the Change password link. If you did not request a password change, do not press the link in the email. Delete the email and notify your administrator. Step 4. Create a new password After you follow the link, the Change password page will open. 1. Enter the new password in the first field. 2. Enter the same password again in the second field. 3. Make sure both values match exactly. 4. Press Change password. The password must contain at least 6 characters. After the password has been updated successfully, the system will return you to the sign-in page. Step 5. Sign in to your account 1. On the sign-in page, enter your email. 2. Enter the new password. 3. Press the sign-in button. If sign-in succeeds, access has been restored. 3. If something does not work The Save or Change password button is disabled Check that: - the password contains at least 6 characters; - both password fields are filled in; - the password and repeated password match exactly; - there is no extra space at the beginning or end of the password. The system shows that the passwords do not match 1. Clear both fields. 2. Enter the new password again. 3. Repeat it in the second field. 4. If needed, press the eye icon to check what you entered. The password recovery email does not arrive Check: - whether the email was entered correctly; - whether this is the same email you use to sign in to your account; - the Spam, Promotions, Mailings or All mail folders; - whether your mailbox blocks emails from SmartWay. If the email still does not arrive, contact your company administrator or support. The new password does not work after the change 1. Make sure you are entering the new password. 2. Check the keyboard language. 3. Check whether Caps Lock is enabled. 4. If the password is saved in your browser or password manager, update the saved password. 5. If you still cannot sign in, use recovery through Forgot password. 4. Security recommendations - Do not share your password with other people, even colleagues or an administrator. - Do not use the same password for your work account and other websites. - Create a password that is difficult to guess: use letters, numbers and special characters. - Do not store your password in open notes, spreadsheets or messaging apps. - If you suspect that someone else knows your password, change it immediately. - If you used someone else's computer, sign out of your account when you finish. 5. When to contact an administrator Ask for help if: - you do not have access to the email registered for the account; - you cannot find the password recovery email; - you do not see the Settings section or the User item; - you still cannot sign in after changing the password; - you suspect that someone else has used your account.

Last updated on May 20, 2026

How to Add Documents, Audio and Video Files to Lessons

This guide is for users who create or edit learning courses in Smart Way LMS. It explains how to add the following materials to a lesson: - documents as uploaded files; - documents as Google Docs, Google Sheets or Google Slides; - audio files; - video files. No technical knowledge is required. All actions are completed through the system interface. 1. Quick Guide: Which Method to Choose Before adding material, choose the right scenario. | What you need to add | Recommended method | | -------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------- | | A PDF, Word, Excel, PowerPoint, TXT or CSV file, video file or audio file from your computer | Upload the file to File Manager, copy the link to the uploaded file and simply paste that link into the lesson editor | | Google Docs, Google Sheets or Google Slides | Share the Google document with view access, copy the document link and simply paste that link into the lesson editor | | A video file or audio file from Google Drive | Share the file with view access, copy the file link and simply paste that link into the lesson editor | | A YouTube video | Copy the YouTube video link and paste it into the lesson | | Material that should simply open from a link | Add a regular file link in the lesson editor using Insert -> Link | 2. Before Adding Files to a Lesson - If the course has already been activated, it will not be available for editing. In this case, deactivate the course first. - The company must have enough storage space to upload files. - If you are adding a Google document, it must be available for viewing by the users who will take the course. 3. File Types You Can Upload to File Manager Documents - Word: .doc, .docx - PDF: .pdf - Excel: .xls, .xlsx - PowerPoint: .ppt, .pptx - Text files: .txt - CSV: .csv Video - .mp4 - .ogg - .webm Audio - .mp3 - .ogg - .wav If the system shows the message File type is not supported, check the file format and, if needed, save or export the file in one of the supported formats. 4. How to Upload a File to File Manager 1. Open File Manager. 2. If needed, open the required folder or create a new folder using the +Folder button. 3. Click +File. 4. In the file selection window, find the required document, audio or video file on your computer. 5. Select the file and confirm your choice. 6. Wait until the upload is complete. 7. After a successful upload, the file will appear in the Files list. Important: - do not close the browser tab while the file is uploading; - large videos may take longer to upload; - if you need to continue working while the upload is in progress, open Smart Way in another browser tab. 5. How to Copy the Link to an Uploaded File After uploading a file, add it to the lesson through a link. 1. In File Manager, click the card for the required file. 2. A side panel with file information will open. 3. Find the URL field. 4. Click Copy link (the icon next to the URL). 5. Make sure the icon next to the link changes to a confirmation mark. The copied link should look similar to this: https://smartway.pro/files/123 Do not edit this link manually. It is the link that allows the system to display the file correctly in the learning lesson. 6. How to Open a Lesson for Editing 1. Go to the courses section. 2. Find the required course. 3. On the course card, click the three-dot button. 4. Select Edit. 5. On the left, open the lesson where you want to add the material. 6. If you need to create a new lesson, click Create lesson and select Standard lesson. 7. Make sure you are on the Content tab. The lesson editor will open in the centre of the page. This is where you add text, documents, audio, video and links. 7. How to Add a Document, Audio or Video Directly to the Lesson Body Use this method when the material should be displayed inside the lesson. 1. Open the required lesson in edit mode. 2. Place the cursor where the file should appear in the lesson. 3. Paste the link. 4. Check that a file block appears in the editor. 5. Click Save. 6. After saving, open the lesson in view mode and check how the learner sees the file. How this looks for different file types: - video is displayed as an embedded video player; - documents open in an embedded viewer; - audio files open or play using browser capabilities. 8. How to Add a File as a Regular Link This method is useful if you do not want to insert a large file into the lesson body, or if you want to add the file as a phrase, for example Download the instructions. 1. Open the lesson in edit mode. 2. Write the text that should become the link. For example: Download the lesson presentation 3. Select this text. 4. Click the link tool on the editor toolbar, or open the Insert menu and then select Link. 5. Paste the URL you copied from File Manager. 6. Confirm adding the link. 7. Click Save. 8. Go to lesson view mode and check that the link opens. This option is suitable for: - additional materials; - files that the learner should download; - materials that do not need to be shown directly in the middle of the lesson page. 9. How to Add a Google Document Google documents do not need to be uploaded to File Manager. They are added through a link. In this guide, Google documents means: - Google Docs; - Google Sheets; - Google Slides. 9.1 Set Access in Google 1. Open the required document in Google. 2. Click Share. 3. In the access settings, choose the option that suits your learners. 4. If the document should be available to all learners without an additional access request, choose view access by link. 5. Make sure the permission is set to view, not edit. 6. Copy the link. Important: - if access is restricted to specific users, other learners may see a message saying they do not have access; - do not add a link with edit permission if learners should not change the document; - if the document contains confidential information, check the access permissions especially carefully. 9.2 Add a Google Document as Embedded Material Use this option if you want the document to open inside the lesson. 1. Open the course in edit mode. 2. Open the required lesson. 3. On the Content tab, place the cursor where the Google document should appear. 4. Paste the link. 5. Click Save. 6. Check the lesson in view mode. If the document is not displayed inside the lesson, the most common reason is restricted access in Google. In that case, check the sharing settings or add the document as a regular link. 9.3 Add a Google Document as a Link 1. In the lesson editor, write the link text. For example: Open Google document 2. Select this text. 3. Click the link tool on the editor toolbar, or open the Insert menu and then select Link. 4. Paste the Google document link. 5. Confirm adding the link. 6. Click Save. 7. Open the lesson in view mode and check the link. IMPORTANT! Users will be able to open Google documents outside Smart Way LMS. If a user opens the document outside the platform, the system will not be able to count the lesson viewing time spent viewing that document. 10. How to Add Video 10.1 Video from Your Computer 1. Upload the video to File Manager. 2. Open the card for the uploaded video file. 3. Copy the URL using Copy link. 4. Open the required lesson in edit mode. 5. Place the cursor where the video should appear. 6. Paste the copied link. 7. Click Save. 8. Check that the video opens as a player in view mode. 10.2 Video from an External Link If the video is already hosted on an external service, you can add it through a link: 1. Copy the video link. 2. Open the lesson in edit mode. 3. Place the cursor in the required location. 4. Paste the copied link. 5. Click Save. 6. Check the display in view mode. IMPORTANT! Users will be able to open these videos outside Smart Way LMS. If a user opens the video outside the platform, the system will not be able to count the video viewing time as lesson study time. 11. How to Add Audio 1. Upload the audio file to File Manager. 2. Open the card for the uploaded audio file. 3. Copy the URL using Copy link. 4. Open the required lesson in edit mode. 5. Place the cursor where the audio should appear. 6. Paste the copied URL. 7. Click Save. 8. Check the lesson in view mode. 12. How to Replace a File in an Existing Lesson If you need to replace an old file with a new version, do not edit the old link manually. 1. Upload the new file to File Manager. 2. Open the card for the new file. 3. Copy the new URL. 4. Open the lesson in edit mode. 5. Delete the old media block or old link. 6. Paste the new link. 7. Click Save. 8. Check the lesson in view mode. If the old file is no longer used anywhere, you can delete it from File Manager. Before deleting it, make sure it is not needed in other lessons or courses. 13. How to Remove a File from a Lesson To remove a file only from the lesson: 1. Open the lesson in edit mode. 2. Find the media block, click it and delete it as you would delete regular text. 3. Click Save. 4. Check the lesson in view mode. Important: removing a file from a lesson does not remove the file itself from storage. If the file must be removed from the system completely, delete it in File Manager. 14. What to Check Before Publishing the Course Before activating the course or giving learners access, open the lesson in view mode and check that: - the document opens; - the video starts; - the audio plays or opens from the link; - the Google document is available without an additional permission request; - the links lead to the correct materials; - the learner does not have edit access to the Google document unless this is required; - the lesson is easy to read: large files do not cover the main text. 15. Common Problems and Solutions The File Does Not Upload Possible reasons: - the file format is not supported; - the company does not have enough storage space; - the internet connection is unstable; - the file is too large and the upload has not finished yet. What to do: 1. Check the file format. 2. Try uploading the file again. 3. For video, try the .mp4 format. 4. If the system reports that there is not enough space, contact technical support. The Message File deleted or unavailable Is Shown Instead of the File This means the system cannot open the file from the inserted link. Possible reasons: - the file was deleted from File Manager; - the link was edited manually. What to do: 1. Open File Manager. 2. Check whether the required file exists. 3. Copy the link again. 4. Replace the old link in the lesson. 5. Click Save. A Google Document Does Not Open for a Learner The most common reason is restricted access in Google. What to do: 1. Open the document in Google. 2. Check the Share settings. 3. Make sure learners have view permission. 4. If the document should be available to everyone with the link, enable the appropriate access mode. 5. Copy the link again and update it in the lesson.

Last updated on May 29, 2026

AI tokens in Smart Way: how balance, allowance and usage work

AI tokens are used by AI features in Smart Way. They help a company control the cost of generating content, translating materials, using AI Assistant and running other actions that rely on artificial intelligence. This guide explains which types of tokens exist, when they are added, how they are used, what happens when a subscription renews and how to check the remaining balance. What AI tokens are? AI tokens are usage units for AI features in Smart Way. Tokens are used when the system actually performs an AI action: creating lesson content, translating a course, creating a test, working with AI Assistant or adding materials to the AI knowledge base. Types of tokens? LMS Smart Way has two main types of AI tokens: - free tokens included in the ACADEMY package; - purchased tokens that the company buys separately. In the administrator account, the administrator can see the total token balance in the "AI Tokens" section. Free tokens in ACADEMY The ACADEMY package includes free AI tokens: - 1000 AI tokens per month for a monthly subscription; - 12000 AI tokens per year for an annual subscription. These tokens are included in the subscription and are intended for using the platform's AI features during the paid period. When free tokens are added? Free tokens are added when the paid period of the ACADEMY package begins. If this is the first paid commercial subscription, tokens are added when the subscription is activated after payment. If the subscription is renewed, new free tokens are added when the previous period ends and the next period has already been paid for. For example: - The current subscription ends on 7 June. - The company paid the next invoice on 4 June. - The new free tokens will be added from 7 June, meaning from the start of the new period, not on the day of the early payment. This rule makes sure the company receives tokens for the new subscription period, not before it begins. What happens to unused free tokens? Free tokens do not roll over from one period to the next. If the company still has unused free tokens when the subscription renews, they are reset and the system credits the new allowance: - 1000 tokens for a monthly subscription; - 12000 tokens for an annual subscription. Example for a monthly subscription: - before renewal, 300 free tokens remain; - the new ACADEMY month begins; - the old 300 tokens are not carried over; - the system sets the new free balance to 1000 tokens. This means the balance will not become 1300. It will become 1000 free tokens for the new period. What happens if tokens are overused? Sometimes a company may use more free tokens than were available. In this case, the free-token balance becomes negative. Smart Way deliberately allows a negative balance so that, while working with AI features, you can complete the action you started and the system does not block you midway only because the tokens have run out. When the next allowance is added, this overuse is deducted from the new free-token allowance. Example for a monthly subscription: - before renewal, the free-token balance is -300; - the new monthly allowance is 1000 tokens; - the system deducts the overuse: 1000 - 300; - the new balance is 700 free tokens. The same rule applies to an annual subscription, except that the new allowance is 12000 tokens. Purchased tokens A company can buy extra AI tokens separately from the ACADEMY subscription. Purchased tokens: - are paid for through a separate invoice; - are added to the balance after payment; - do not replace free tokens, but add to them; - are not reset during a planned ACADEMY renewal. This is useful if the company actively uses AI Studio, AI Assistant or other AI features and needs more tokens than the subscription includes. How tokens are used? The system uses tokens in this order: 1. Free tokens included in the ACADEMY subscription are used first. 2. When the free tokens run out, purchased tokens start to be used. 3. If there are no free or purchased tokens left, the balance may become negative. This overuse will be taken into account when the next token allowance is added. The user does not manually choose which type of token to use. This happens automatically. What happens to purchased tokens when the subscription renews? Purchased tokens remain available when the ACADEMY subscription renews. Example: - before renewal, there are 300 free tokens and 2000 purchased tokens; - a new monthly ACADEMY period begins; - the 300 free tokens are reset; - a new free-token allowance of 1000 tokens is added; - the 2000 purchased tokens remain; - the total balance becomes 3000 tokens. Another example: - the free tokens have already run out; - there are 1500 purchased tokens; - a new monthly period begins; - the system credits 1000 free tokens; - the 1500 purchased tokens remain; - 2500 tokens are available in the new monthly period, and the new free tokens will be used first, followed by the purchased tokens. When AI tokens are used? AI tokens are used for actual use of AI features. Tokens are usually used when you: - generate lessons in AI Studio; - generate or regenerate lesson drafts; - improve content with AI; - translate a course with AI; - generate AI images; - generate a test with AI; - use AI Assistant; - enable AI Assistant and the system automatically adds active courses to the AI knowledge base; - activate new courses that are added to the AI knowledge base for AI Assistant; - update learning materials in the AI knowledge base. This happens automatically each time learning courses are activated. When tokens are not used? AI tokens are not used when you: - open AI Studio; - open the "AI Tokens" section; - view the balance or statistics; - view drafts that have already been created; - apply an already generated result to a course; - create learning courses, lessons or tests without using AI; - edit a lesson manually without starting AI; - move between platform pages; - upload images, documents, SCORM, xAPI or CMI5 to lessons; - open or view a learning course without AI actions. What has the biggest impact on token usage? The number of tokens used depends on: - the amount of material that needs to be processed; - the number of lessons generated or improved by AI; - the number of languages used during translation; - the length of documents added to AI Studio; - the number of repeat generations; - whether AI image generation is enabled; - the number of active courses added to the AI knowledge base for AI Assistant; - the number of user requests to AI Assistant; - the processing of video, audio and images for adding to or updating the AI Assistant knowledge base. The more material AI processes, the more tokens may be used. Important: if you switch off AI Assistant, the current AI knowledge base will be deleted after 3 days. Switching the assistant back on will create a new knowledge base and fully re-index all courses. This will cost significantly more tokens than keeping the existing knowledge base up to date. Where to check the balance and usage history? Administrators can view token information in "Services" -> "AI Tokens". This section shows: - "Token balance" - the current remaining token balance; - "Total tokens" - how many tokens were used during the selected period; - "Total cost" - the cost for the selected period; - a usage history table that records each operation. In the history, you can see: - the date; - the user; - the request type; - the number of tokens used; - the cost; - the token balance after the operation. To view statistics, choose the required date range. What the history entry types mean? Different types of entries may appear in the usage history. The most common are: - "Free tokens credited" - the system added tokens included in the ACADEMY subscription; - "Token purchase" - the company bought extra AI tokens; - "Test generation" - tokens were used to create a test with AI; - "AI Assistant" - tokens were used for an AI Assistant response; - "Adding courses to the AI knowledge base" - tokens were used to prepare materials so that AI Assistant can answer based on the company's courses. Entry names may differ depending on the specific AI feature, but their meaning is the same: they show exactly why the balance changed. How to buy extra tokens? You can buy extra AI tokens through the "Services and prices" section. Important: - AI tokens are issued through a separate invoice; - they cannot be added to the same invoice as other services; - after payment, purchased tokens are added to the balance; - after that, the system can use them when the free tokens run out. If the invoice is paid by bank transfer, the tokens are added after the payment is confirmed. What to do if there are not enough tokens? If there are not enough tokens, some AI actions may be unavailable or the system may show a message that there are not enough tokens. In this case, you can: 1. Check the balance in the "AI Tokens" section. 2. Check the usage history for the last few days or weeks. 3. Wait for the next ACADEMY period if the company has an active subscription renewal. 4. Buy extra AI tokens through the "Services and prices" menu. 5. Contact the company administrator or support team if the balance looks unexpected. How to use tokens efficiently? To use AI tokens efficiently: 1. Clearly define the task before starting AI. 2. Generate one lesson or a small section first if you are testing a new approach. 3. Do not run regeneration unless it is needed. 4. Add only genuinely necessary documents to AI Studio. 5. Select only the required languages for translation. 6. Do not use image generation unless it is needed. 7. Check the usage history after large AI operations. Frequently asked questions Do free tokens accumulate? No. Free tokens included in ACADEMY do not accumulate between periods. The system credits a new allowance for each new period. Do purchased tokens expire when ACADEMY renews? No. Purchased tokens are not reset when ACADEMY renews. They remain on the balance and are used after the free tokens. If there are purchased tokens, which tokens are used first? Free tokens included in the subscription are used first. When they run out, the system starts using purchased tokens. Are tokens used for viewing a draft? No. Tokens are used when an AI operation is started, not when an already created result is viewed. Are tokens used for regeneration? Yes. Each new generation or regeneration run is a new use of AI and may use tokens. Are tokens used for AI images? Yes. If AI image generation is enabled and the system creates images for lessons, this also uses AI tokens. What happens if the renewal invoice is paid early? If the next period is paid for before the current one ends, the new free tokens will be added from the start of the new subscription period, not on the day of the early payment. Can purchased tokens be used before the subscription ends? Yes. If purchased tokens have already been added to the balance, they are available for use. However, the system still uses free tokens first and purchased tokens afterwards. Who should monitor the token balance? This is usually done by the administrator who has access to the "AI Tokens" section and can view usage statistics. Checklist before a large AI run Before a large generation, translation or AI Assistant enablement, check: - the current token balance; - whether purchased tokens are available if a large amount of work is expected; - whether all materials being added to AI Studio are genuinely needed; - whether all selected translation languages are needed; - whether AI images need to be enabled; - whether all active courses should be added to the AI knowledge base. After a large run, open "AI Tokens" and check the usage history for the required period.

Last updated on Jun 13, 2026

File storage in Smart Way: capacity, buying extra space and renewing for the next period

File storage in Smart Way is the space used for company files that are uploaded to and used on the platform. It is used to store training materials, documents, images, videos and other files your company works with. This guide explains how much file storage is included with the ACADEMY subscription, how to buy extra space, how to renew it for the next period, and what happens if the subscription ends. Storage capacity included with ACADEMY The ACADEMY subscription includes 50 GB of file storage. You can check the file storage capacity in the "File Manager" section. This 50 GB is provided for the same period as the ACADEMY subscription: - if ACADEMY is paid monthly, the 50 GB is valid for that month; - if ACADEMY is paid yearly, the 50 GB is valid for that year. File storage is linked to the ACADEMY package. It does not work as a separate subscription with its own start and end dates. How the total storage capacity is calculated? LMS Smart Way includes a base capacity of 50 GB with the ACADEMY package, and the company can buy additional capacity if needed. The total available capacity is calculated like this: 50 GB included with the ACADEMY package + additionally purchased capacity Examples: - if you have not bought extra file storage, you have the base 50 GB included with the ACADEMY package; - if you have bought 50 GB, you have 100 GB available; - if you have bought 100 GB, you have 150 GB available; - if you have bought 150 GB, you have 200 GB available. Important: when you buy 150 GB, this means 150 GB in addition to the base 50 GB from ACADEMY, not a total limit of 150 GB. What Additional packages means? In the file storage card, extra space is selected in 50 GB packages. Examples: - x1 - an extra 50 GB; - x2 - an extra 100 GB; - x3 - an extra 150 GB; - x5 - an extra 250 GB. This means you choose the additional file storage capacity yourself, and it is added to the base 50 GB already included with the ACADEMY package. Two ways to buy extra file storage 1. Increase storage space (buy extra space in the current period). 2. Renew the subscription (buy extra space with the next subscription). These scenarios are similar, but they work differently. Adding storage space to the current subscription Use this option if your current ACADEMY subscription is still active, but you no longer have enough storage space. In this case, you buy additional capacity until the end of the current ACADEMY period. Example: 1. The company has an active ACADEMY subscription until 31 July and 50 GB available. 2. On 15 June, the company buys another 100 GB. 3. From 15 June to 31 July, 150 GB will be available. The ACADEMY end date does not change. The additional space is valid until the same date as the paid ACADEMY package. The price for the extra space is recalculated at the time of purchase based on the period remaining until the end of the subscription. Can extra file storage be bought several times in one period? Yes. If the ACADEMY subscription is still active, the company can buy additional file storage several times within the current period. All active purchased capacities are added to the total limit. Example: 1. The company has the base 50 GB included with the ACADEMY package. 2. On 10 June, the company buys 50 GB. 3. The available capacity becomes 100 GB. 4. On 20 June, the company buys another 100 GB. 5. The available capacity becomes 200 GB. All these additional capacities will be valid until the current ACADEMY subscription ends. How the period is calculated when buying extra storage mid-subscription? Extra storage added to the current subscription is not valid for a full new month or year. It is valid only until the end of the current ACADEMY period. The invoice amount depends on how much time is left until the end of the current subscription. If 170 days remain until ACADEMY ends, the additional storage will be purchased for those 170 days. You cannot buy a storage increase for a separate period because storage is linked to the ACADEMY end date. Renewing storage space for the next period Use this option when you are preparing the subscription for the next period. Renewed storage space starts from the start date of the next ACADEMY subscription. Example: 1. The current ACADEMY subscription is valid until 30 June. 2. On 20 June, the company wants to pay for the next ACADEMY subscription from 1 July. 3. In the same invoice, the company adds 150 GB of file storage. 4. The old capacity remains in effect until 30 June. 5. From 1 July, 200 GB will be available: 50 GB included with ACADEMY plus an extra 150 GB. Paying early does not move the new storage space into the current period. It starts when the new ACADEMY period starts. Can storage be renewed together with ACADEMY in one invoice? Yes. If you are creating an invoice for the next ACADEMY period, you can add file storage for the next period to the same invoice. In this case, the storage starts together with the new ACADEMY subscription. For example: - the invoice includes an ACADEMY package for the next month; - the invoice includes 100 GB of file storage; - after the next month starts, 150 GB will be available: 50 GB from ACADEMY plus an extra 100 GB. Can only file storage be renewed separately? Yes, but only if the company already has a paid future ACADEMY subscription. For example: 1. The company has already paid for ACADEMY for the next period. 2. Later, it decides to add file storage to that next period. 3. In this case, a separate invoice can be created only for file storage. 4. The storage starts from the start date of the future ACADEMY subscription. If there is no future ACADEMY subscription and ACADEMY has not been added to the invoice, an invoice only for storage renewal cannot be created. Can storage be bought together with other services? File storage cannot be added to an invoice in every situation. Main rules: - storage renewal for the next period can be added to one invoice with ACADEMY; - storage increase for the current period is issued as a separate invoice; - AI tokens are issued separately from storage and subscription packages. If the system does not allow an invoice to be created with the selected combination of services, check that the correct scenario has been selected: adding to the current subscription or renewing for the next period. What happens if the next subscription has less storage? During renewal, you can choose the same, a larger or a smaller additional file storage capacity than you had in the current period. The new capacity starts from the beginning of the next ACADEMY subscription. Example: 1. In the current period, 200 GB is available: 50 GB from ACADEMY plus 150 GB bought additionally. 2. For the next period, the company buys only an extra 50 GB. 3. From the beginning of the next period, 100 GB will be available: 50 GB from ACADEMY plus an extra 50 GB. Additional space from the previous period is not carried over automatically. For the new period, only the capacity paid for that specific period applies. What happens if the next ACADEMY is paid without additional storage? If the company renews ACADEMY but does not buy file storage for the next period, only the base 50 GB included with the ACADEMY package will be available. Example: 1. In the current period, 200 GB is available. 2. The next ACADEMY package is paid without additional storage. 3. From the beginning of the next period, the base 50 GB will be available. Important: if the company is already using more space than will be available in the new period, new files cannot be uploaded until you free up space or buy additional storage capacity. What happens if the ACADEMY package is not renewed? If the ACADEMY package is not renewed, the available storage space linked to ACADEMY also ends after the paid period ends. This applies to: - the 50 GB included with the ACADEMY package; - any additional space bought for that period. The end of a subscription does not mean files are automatically deleted. However, if there is no active ACADEMY, uploading new files or increasing file storage will be unavailable until the subscription is renewed. What happens if more space is used than is available after the subscription changes? Sometimes, after moving to a smaller file storage capacity, the company may have more files than the new limit allows. In this situation, you should: 1. Check which files take up the most space. 2. Delete unnecessary files if possible. 3. Or buy additional storage space. How to choose the right scenario for buying extra file storage? Choose adding to the current subscription if: - ACADEMY is already active; - you need more space right now; - you need to increase storage until the end of the current period; - you are not renewing ACADEMY in the same invoice. Choose renewal for the next period if: - you are creating an invoice for the next ACADEMY; - you want to set the storage capacity for the new period in advance; - the current capacity does not need to change right now; - a future ACADEMY has already been paid for and you are adding storage to it separately. Where to buy or renew file storage? Users with access to service payments can go to the "Services and prices" section. In this section: 1. Find the file storage card. 2. Select the required scenario: add space to the current subscription or renew for the next period. 3. Enter the number of additional 50 GB packages. 4. Add the item to the invoice. 5. Create and pay the invoice. After payment, the new capacity becomes available according to the selected scenario: - for the current period - after payment; - for the next period - from the start date of the next ACADEMY. Checklist before payment Before creating the invoice, check: - whether you need to increase storage now or prepare it for the next period; - what total capacity the company needs; - how much of this capacity is already included with the ACADEMY package; - how many additional 50 GB packages you need to buy; - whether there is an active or future ACADEMY subscription. Frequently asked questions If I buy 150 GB, will that be 150 GB in total? No. It will be 150 GB in addition to the 50 GB included with the ACADEMY package. The total capacity will be 200 GB. Will the ACADEMY date change if I buy storage in the middle of a subscription? No. The ACADEMY date will not change. The additional storage will simply be valid until the same date as the current ACADEMY. Only the price for the additional storage is recalculated according to the number of days remaining until the subscription ends. Can I buy storage without ACADEMY? No. File storage is linked to ACADEMY. To buy or renew storage, there must be an active ACADEMY subscription or an ACADEMY subscription for the next period must be added to the invoice. If I pay early for the next period and storage, will it immediately increase the current limit? No. If this is renewal for the next period through the "Renew subscription" button, the new capacity starts from the beginning of the next ACADEMY, not on the payment date. Will files be deleted if the subscription ends? The end of the subscription does not, by itself, mean files are automatically deleted. However, without active ACADEMY or sufficient available capacity, uploading new files will be unavailable. What should I do if there is not enough file storage space? Check whether unnecessary files can be deleted. If you still need more space, buy additional file storage for the current ACADEMY or add a larger capacity to the next subscription.

Last updated on Jun 13, 2026

How to add and edit employees

This guide helps platform administrators add employees to LMS Smart Way manually or by importing them from a file, and update their details when needed. Before you start Prepare the employee's details: - first name; - surname; - email; - phone number, if needed; - department; - position; - notes, if needed; - gender; - decide whether Academy access should be granted. The email address must be unique for each employee. If an employee with this email already exists in the system, LMS platform will not create a duplicate. How to add one employee? 1. Sign in to Smart Way with an administrator or HR user account. 2. In the menu, go to the "Employees" section. 3. Click the "Add employee" button. 4. In the "New employee" window, fill in the required fields: - First name; - Surname; - Email; - gender. 5. If needed, fill in the additional fields: - Phone; - Department; - Position; - Notes. 6. If the employee needs to complete learning in the Academy, enable the "Grant Academy access" option. 7. Make sure the employee has appeared in the list. After adding an employee, you can find them by searching by full name, position or department. How to edit employee details? 1. Go to the "Employees" section. 2. Find the employee in the list. If needed, use "Search by full name", "Search by position" or "Search by department". 3. Click the row with the employee's surname in the table. A window with their details will open. 4. In the "Edit" window, update the required details. 5. If you change the email address, make sure it is not used by another employee. 6. If you need to remove a department or position, delete the relevant value from the list in the field. 7. Click "Save". 8. Check that the updated details are shown in the employee list. If the employee is an administrator, some access settings may not be available for editing in this form. How to fill in the "Department" and "Position" fields? The "Department" and "Position" fields are not used only as reference information. They help filter employees, grant access to learning materials and tests, prepare reports and ratings. You can choose an existing value from the list or enter a new one. Each time you enter a new value, it is automatically added to the position and department selection list, so it can simply be selected next time. If an employee has several positions or belongs to several departments, you can set several values. After entering a value, press "Enter" or leave the field so that the value is added to the list. What "Grant Academy access" means? The "Grant Academy access" option defines whether the employee will have access to learning courses. Enable it if the employee needs to: - take courses; - receive assigned learning; - be included in learning reports; - take tests based on learning materials. If the employee only needs to be added for psychological tests, Academy access does not have to be granted. How to upload an employee list from a file? Bulk upload is useful when you need to add many employees at once. 1. Go to the "Employees" section. 2. Click the "Upload employee list from file" button (the cloud upload icon on the right side of the "Add employee" button). 3. In the "Add employees" window, click "Download file template". 4. Open the downloaded XLSX template. 5. Fill in employee details in the template without changing the column structure. 6. If one cell needs to contain several positions or departments, separate the values with commas. 7. Save the file in xlsx format. 8. Return to Smart Way and click "Upload". 9. Select the prepared file. 10. Wait for the upload to finish. 11. Click "Finish". After a successful import, the employee list will be updated. If errors occur during the upload, the system will notify you and show a list of errors you need to fix. After correcting the errors, upload the file again. During a repeat upload, the system will skip employees who were added earlier and will not create duplicates. XLSX file requirements The file must be in xlsx format. Do not use CSV, XLS, PDF or screenshots of a table. Fill in the template columns according to their purpose: - name - first name; - surname - surname; - email - employee email; - phone - phone number; - job_title - position; - department - department; - notes - notes; - gender - gender; - access to the academy - Academy access. The downloaded template includes completion instructions. Read them before filling it in. First name, surname, email and gender must be filled in. Without these details, the row may not be uploaded. How to check that employees have been added? After adding or importing employees: 1. Go to the "Employees" section. 2. Use "Search by full name" if you need to find a specific person. 3. If needed, check the search by "Position" or "Department". 4. Open the employee card from the list and check the email, department, position and Academy access. Common errors An employee with this email already exists Smart Way checks email addresses to avoid creating duplicates. If you see a message that an employee with this email already exists, check the employee list by searching by full name or email details. If your account does not contain an employee with this email, contact support chat. The file has the wrong format Use only xlsx for imports. If the file is saved in another format, the system will not be able to process it. The template structure has been changed Do not rename columns, remove service rows from the template or move data to arbitrary places. If the file structure is changed, some employees may not be uploaded. Required fields are not filled in For each employee, first name, surname, email and gender must be filled in. The system will skip empty or incomplete rows or show them as errors. Employee limit reached If the company has reached its employee limit, new records will not be added. In this case, you need to buy a package with more seats. Administrator checklist Before finishing, check that: - all required employees are in the list; - email addresses have been entered without errors; - employees have departments and positions filled in; - employees who need to learn have been granted Academy access. Full automation Use the API for full automation of adding, deleting and editing users.

Last updated on Jun 16, 2026

Department manager: access to team reports and statistics

The "Department manager" role is useful when an employee needs to monitor their team's learning, testing and statistics, but should not receive administrator rights. This is view-only access. A manager can analyse data for employees in their departments, but cannot manage courses, tests, files, company settings or other users' access rights. When should this role be used? Assign the "Department manager" role when an employee is responsible for a group of people and needs to see their performance data in Smart Way. Typical examples: - a retail network manager monitors training for store employees; - a regional manager reviews statistics for several departments; - a sales department manager checks their team's test results; - a mentor or training owner monitors progress for specific departments. Do not use this role as a replacement for an administrator. If a user needs to create courses, edit employees, configure tests or change access rights, they need the LMS platform administrator role. What does a department manager see? A user with this role has the standard employee access to the Academy plus additional view-only access to reports for their departments. Their menu includes: - "Testing reports"; - "Hall of Achievements"; - "All courses"; - "User". In "All courses", the manager works like a regular employee on the LMS platform: they can view available courses and complete learning. They do not see actions for creating, editing or deleting courses. In "Testing reports", the manager sees reports for employees in their departments, can use filters, open PDF reports and download consolidated Excel reports. Deleting reports and administrative actions are not available to them. In the "Hall of Achievements", the manager sees: - their own learning metrics; - their own test results; - the "Performance ratings" table; - the "Employees who did not complete assigned tests" report; - the "Course test results" report. In the "Performance ratings" table, the manager sees general company employee metrics, as a regular employee does. In addition, they can open metric details only for employees in their departments. For those employees, the table shows "i" icons. The "Employees who did not complete assigned tests" and "Course test results" reports are generated only for employees in the manager's departments. How does Smart Way define "their departments"? Manager access is granted based on the values in the "Department" field in the employee card. If the manager and the employee share at least one department, the manager can view detailed reports and statistics for that employee. | Scenario | What the manager sees | | ------------------------------------------------------------------------------------------------ | ----------------------------------------------------------- | | The manager has the department "Retail network", and the employee also has "Retail network" | The manager sees details for this employee. | | The manager has the departments "Retail network" and "Training", and the employee has "Training" | Access is granted, because one shared department is enough. | | The manager has the department "Retail network", and the employee has only "Logistics" | Details for this employee are not available. | If the manager is responsible for several areas, add all required departments to their employee card. The same applies to employees: if a person belongs to several departments, add all current values. It is important to keep department names consistent. For example, "Retail network", "Retail" and "Роздрібна мережа" are different values for the system. What does the "Department manager" role not allow? The "Department manager" role does not give administrative rights. A manager cannot: - create, edit or delete courses; - manage lessons, tests or files; - add, edit or delete employees; - assign roles to other users; - change company settings; - view detailed data for employees without a shared department; - delete testing reports. What should be checked before enabling the role? Before assigning the role, check that the "Department" field contains all departments the employee is responsible for. If the "Department" field is empty, the "Department manager" option will be unavailable. After at least one department is added, the option can be enabled. A department manager needs to sign in to the personal account, so when this role is enabled, Smart Way also enables Academy access. If Academy access is later disabled, the department manager role is also removed. How to enable the role in the employee card 1. Sign in to Smart Way with an administrator account. 2. Go to "Employees". 3. Find the required employee in the list. 4. Open their card. 5. Check the "Department" field and add all departments this employee is responsible for. 6. Enable "Department manager". 7. Make sure "Grant access to the Academy" is also enabled. 8. Click "Save". After saving, the employee will be able to sign in and will see the menu available to a department manager. If the employee is an administrator, the "Department manager" block is not shown in their card. Administrators already have broader rights, so this role does not need to be enabled separately for them. How do you enable the role via XLSX import? For bulk employee creation, use the current XLSX template in "Employees". The template contains a manager column. It is optional. Fill it in as follows: | **Value in the ****manager** column | Result | | ------------------------------------- | ------------------------------------------------------------------------------------------ | | true | The employee will be created as a department manager. Academy access will also be enabled. | | 1 | Same as true. | | blank | The department manager role is not assigned. | | false | The department manager role is not assigned. | | 0 | The department manager role is not assigned. | The manager column does not replace the "Department" field. For the manager to see the right employees, departments must be filled in correctly in the file. If one employee belongs to several departments, enter them in one cell separated by commas. For example: Retail network, Training. How to disable the role To disable the role for a specific employee: 1. Go to "Employees". 2. Open the employee card. 3. Disable "Department manager". 4. Click "Save". If the employee should continue learning in the Academy, leave "Grant access to the Academy" enabled. In that case, they remain a regular Academy user but lose extended access to department reports. If the employee no longer needs a personal account, you can disable "Grant access to the Academy". In this case, department manager access will also be removed. What typical issues can occur? | Situation | What to do | | ------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------- | | The manager does not see team reports | Check that the "Department manager" role is enabled and that departments are filled in correctly in the manager and employee cards. | | The "Department manager" option is unavailable | Fill in the "Department" field in the employee card. | | Some employees are missing from reports | Check whether those employees share at least one department with the manager. | | The manager sees the wrong department | Check the department list in their card. | | There is no "i" icon next to an employee in "Performance ratings" | The most common reason is that there is no shared department. | | The "Department manager" option is not visible in an administrator's card | This option is not shown for employees who are administrators, because they already have broader access. | What should administrators keep in mind? - Use consistent department names and avoid duplicate variants. - Fill in the department field in every employee card. - For managers responsible for several areas, add all required departments at once. - After changes to the company structure, check whether the departments in manager cards need to be updated. - Periodically review who has this role so access remains up to date. FAQ Can a manager see employees from several departments? Yes. If several departments are specified for the manager, they get access to statistics for employees who have at least one of those departments. Can an employee have several departments? Yes. Several departments can be specified in an employee card. For manager access, one match with the manager's departments is enough. Does the manager receive administrator rights? No. The role only gives access to view reports and statistics within their departments. Administrative actions remain unavailable. Can a manager edit courses or tests? No. They work as a regular Academy employee and do not have content management rights. Why is Academy access enabled when the role is enabled? The manager needs to sign in to the personal account to view reports and statistics. This role therefore requires active Academy access. What happens if Academy access is disabled? The employee loses access to the personal account, and the department manager role is also removed. Should this role be assigned to administrators? No. Administrators already have broader rights, and the "Department manager" block is not shown for them.

Last updated on Jun 21, 2026

Report: Course test results

This report helps administrators and department managers analyse test results within a specific LMS Smart Way course. It shows who completed the selected tests, what results they achieved, how many attempts were made and how much time the employee spent learning in the course. Where can I find the report? Go to Academy / Hall of Achievements. On the ratings page, find the Report: Course tests completion results block. Who can see the report? The report is available to administrators and department managers in LMS Smart Way. If you do not see the report block, check: - whether you are signed in with the correct account; - whether you have administrator or department manager permissions; - whether you have opened Hall of Achievements. What should this report be used for? The report is not only for viewing scores. It helps answer practical questions for an administrator or department manager: - who already has completed results for the selected tests; - which employees achieved strong or weak results; - how many times employees took the tests; - whether there are employees who have been assigned the tests but do not yet have a result; - how much time employees spent learning in the selected course. What should be checked before generating the report? Before generating the report, make sure that: - the required course is active; - the course contains active tests; - the course is available to the relevant employees; - employees have the Department and Job title fields filled in correctly if you plan to analyse results by team; - you are using the correct interface language version if your company runs courses in several languages. If the course or test does not appear in the selector, the most common reasons are: the course is inactive, the course has no active tests, or the test is not linked to the selected course. How do I generate the report? 1. In the Report: Course tests completion results block, click Generate report. 2. In the Select course and tests window, open the Select course field. 3. If there are many courses, use the Search course field. 4. Select the course. 5. After you select the course, Smart Way will show the tests linked to that course. 6. In the Select required tests block, click one or more tests. 7. Enable additional report parameters if needed. 8. Click Generate report. The generation button is active only when a course and at least one test are selected. What data does the table show? After generation, Smart Way shows a table with results. Main columns: - Test date - the completion date, or the latest completion date in grouped mode; - Full name - the employee whose result is shown; - Department - the employee's department; - Job title - the employee's job title; - columns named after the selected tests - the result for each selected test. If there is no result for a specific test in a row, Smart Way shows -. How does the report work without grouping? If Group results is switched off, the report shows each completed attempt as a separate row. This mode is useful when you need to: - see the history of completions; - check repeat attempts; - understand exactly when an employee completed a test; - analyse results without combining several completions into one row. If an employee completed several selected tests or had several completed attempts, the table may contain several rows for the same employee. How does Group results work? When Group results is enabled, Smart Way shows one employee in one row. In this mode: - each selected test is shown as a separate column; - an Attempts count column appears next to the test result; - it is easy to compare an employee's results across several tests in one course. This mode is useful for summary analysis when you need to compare employees quickly or send a compact table to a manager. How does Add those assigned the selected tests but have not started them work? This parameter adds employees who have access to the selected course and selected tests, but do not yet have a completed result for them. In these rows, the test result may appear as -. This helps you see not only employees who have already completed testing, but also those who need a reminder to complete it. The parameter is useful when you need a full picture for the course: - who already has a result; - who has not started or has not completed the test; - who should be added to the reminder list. How does Training time work? The Training time parameter adds a column with learning time for the selected course. This is the time spent learning in the course, not the duration of a specific test. It helps you understand how much time the employee actually spent in the course learning materials. Use this parameter if you need to understand: - whether the employee reviewed the materials before the test; - whether there is a link between learning time and the test result; - who may need to review the course materials again. How does Questions passed work? The Questions passed parameter adds a Questions passed out of N column, where N is the total number of questions in the test. This parameter shows how many questions were recorded as passed. It does not replace the final test result and is not a separate report on correct or incorrect answers. Use this parameter if you need to check: - whether the employee moved through the test questions; - whether there is partial completion; - why the report may not contain a final result. Why cannot Group results and Questions passed be enabled at the same time? These parameters answer different questions. Group results is for a summary table: one employee - one row, selected tests - separate columns, with the number of attempts shown as extra information. Questions passed is for more detailed analysis of progress through test questions. Because of this, when one of these parameters is enabled, the other becomes unavailable. If you need a compact summary table, use Group results. What does an empty result mean? If the message No data for selected course/tests appears after generation, Smart Way has not found data for the selected combination of course, tests and report parameters. In this case, check: - whether the correct course is selected; - whether the correct tests are selected; - whether employees have completed these tests; - whether the relevant employees have access to the Academy; - whether the course is available to employees by their department or job title; - whether you need to enable Add those assigned the selected tests but have not started them. How do I export the report to Excel? After data appears in the table, the Excel button is available next to Generate report. To download the file: 1. Generate the report. 2. Check that the table contains the required data. 3. Click Excel. 4. Wait for the file to download. The file is downloaded in .xlsx format with the name course_tests_results_report.xlsx. The Excel file contains the full data set for the selected course, tests and report parameters. Typical situations and what to check | Situation | What to check | | --------------------------------------------------- | --------------------------------------------------------------------------------------------------------- | | The required course is missing from the course list | Make sure the course is active and contains an active test. | | The required test is missing from the test list | Check whether the test is active and linked to the selected course. | | An employee is missing from the report | Check Academy access, course availability by department or job title, and the selected report parameters. | | An employee has several rows | This is normal in ungrouped mode: each completed attempt may be shown separately. | | You need to see one employee in one row | Enable Group results. | | You need to see people who do not yet have a result | Enable Add those assigned the selected tests but have not started them. | | You need to check progress through questions | Enable Questions passed. | | You need to send results to a manager | Generate the report with the required parameters and download the Excel file. | FAQ Does the report show candidates? No. This report is for employees who complete training in the Academy. For candidates, use the candidate testing sections and reports. Can I select several tests at once? Yes. After selecting a course, click all required tests in the list. Each selected test appears as a separate column in the table. Why can one employee appear several times? If Group results is switched off, the report shows separate completed attempts. This means one employee may have several rows. When should I enable Group results? Enable this parameter when you need a summary table: one employee in one row, tests in separate columns and the number of attempts shown next to them. Does Training time show the time spent taking the test? No. This is the learning time in the selected course. It helps you assess how much time the employee spent working with the course learning materials. Does Questions passed show whether answers were correct? No. This parameter shows the number of passed questions out of the total number of questions in the test. To analyse correct and incorrect answers, use detailed test result reports if they are available in your process. Why can the Excel file differ depending on the parameters? The Excel file is generated with the same parameters that you selected before generating the report. If Training time, Group results or Questions passed is enabled, the corresponding columns will also appear in the file.

Last updated on Jun 23, 2026

Question Types in the Smart Way LMS Test Builder

In the Smart Way LMS Test Builder, the question type defines how an employee answers, how the system checks the answer and whether the result is calculated automatically or manually. For reliable staff testing, choose the question type so it matches the purpose of the check. If you need automatic result calculation, use these question types: Multiple correct answers, One correct answer, True / false, Fill-in, Numeric answer, Matching, Sequencing or Hotspot. If you need to collect an explanation, a video answer, an audio answer, a case file, a document or a self-assessment without an automatic mark, use Free answer, Video answer, Audio answer, Upload file or Likert scale. In this guide, "type" means the type of an individual question in a test, not the type of the whole test. A test can contain questions of different types. Where do I choose the question type? 1. Go to Test Builder. 2. Open the test you need or create a new one. 3. Add a question with the Add question button. 4. In the question card, click Change question type. 5. Choose the required type from the menu. 6. Fill in the question text, answers or special settings. 7. Click Save. If users have already taken the test, the LMS platform blocks structural changes: questions or answers cannot be added or deleted. This prevents existing results and reports from being disrupted. In that test, you can still correct text or images, but to change the structure you need to create a new test: you can copy the current one and make the required changes. Quick Type Table | Menu type | What it is useful for | How it is marked | | -------------------------- | ------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------ | | Multiple correct answers | A question with several correct options. | Automatically; a partial mark is possible if the user selected some of the correct answers and did not select any incorrect answers. | | One correct answer | A classic question with one correct option. | Automatically. | | Free answer | An open text answer without a file. | Not marked by the system. Administrators need to assess this answer manually. | | Video answer | An answer as a video recording. | Not marked by the system. Administrators need to assess this answer manually. | | Audio answer | An answer as an audio recording. | Not marked by the system. Administrators need to assess this answer manually. | | Upload file | A one-file answer: a document, spreadsheet, presentation, PDF, media file or another supported format. | Not marked by the system. Administrators need to assess this answer manually. | | True / false | A quick check of a statement: true or false. | Automatically, with exactly one correct option. | | Fill-in | A short text answer: a term, word, phrase, code or name. | Automatically, against a list of accepted answers. | | Matching | Matching left-hand and right-hand items. | Automatically, on an all-or-nothing basis. | | Sequencing | Placing steps or items in the correct order. | Automatically, on an all-or-nothing basis. | | Likert scale | A survey, self-assessment, level of agreement or satisfaction. | Not marked by the system. Administrators need to assess this answer manually. | | Numeric answer | A number, calculation, quantity or value within a range. | Automatically. | | Hotspot | Selecting one or several areas on an image. | Automatically, based on the exact set of correct areas. | Which question types affect the testing result calculation? The test result calculation includes questions that the LMS platform can check automatically: - Multiple correct answers; - One correct answer; - True / false; - Fill-in; - Numeric answer; - Matching; - Sequencing; - Hotspot. Free answer, Video answer, Audio answer, Upload file and Likert scale are not included in the automatic result calculation and need to be assessed manually. If a test contains only these unmarked question types, reports may show the result as -, because the system cannot calculate a result for these question types automatically. General Rules for All Questions Questions can contain text and an image. For some answer options, you can also add an image to a specific answer. Images in a question, answer or sequence item have a 4.99 MB limit. If an image is larger, the system will not upload it and will show an error. For questions with answer options, each option should be either text or an image. After changing the question type, check the settings again. For example, if you changed a question with multiple correct answers into a question with one correct answer, you need to select the correct option again. Free answer is a text-only type without file attachment. If you need a video answer, audio answer or file, choose the separate type: Video answer, Audio answer or Upload file. For file, video or audio answers, the limit is 500 MB. During file upload, the system pauses the test timer for the upload period. How do I choose the right type? | Scenario | Best choice | | ------------------------------------------------------------------------------------ | -------------------------- | | There is exactly one correct option. | One correct answer | | There are several correct options. | Multiple correct answers | | You need to check a statement quickly. | True / false | | The user needs to insert the right word, code, term or short phrase into a sentence. | Fill-in | | The answer must be a number or range. | Numeric answer | | You need to check the relationship between concepts. | Matching | | The order of steps matters. | Sequencing | | The answer is tied to an image. | Hotspot | | You need an opinion, a level of agreement or a self-assessment. | Likert scale | | You need a text explanation or manual review without a file. | Free answer | | You need a camera recording. | Video answer | | You need a voice answer. | Audio answer | | You need a case file, document, spreadsheet, presentation or another file. | Upload file | Common Mistakes When Choosing a Type - Do not use Free answer, Video answer, Audio answer, Upload file or Likert scale if you need the testing result to be calculated automatically. - Do not use Fill-in for long answers: the system checks text against a list of accepted spellings. Menu of Guides for Each Question Type For convenience, each specific question type is described in a separate guide. To go to the guide you need, click the relevant menu item. - Multiple correct answers - One correct answer - Free answer - Video answer - Audio answer - Upload file - True / false - Fill-in - Matching - Sequencing - Likert scale - Numeric answer - Hotspot

Last updated on Jul 10, 2026

Question Types in the Test Builder: Hotspot

The Hotspot question type is used when the user needs to choose one or several areas on an image as the answer. This format works well when you need a practical staff assessment and it is important to see whether an employee knows the correct area on a diagram, photo or interface. The Hotspot question type can make the check more visual and closer to a real workplace situation. When Should You Use the Hotspot Question Type? Choose this type if the answer is tied to a specific area on a diagram, photo or interface image. Examples: - find the correct element on a diagram; - select hazardous areas in a photo; - mark the required parts of equipment; - identify the correct area in an interface. How Do You Set It Up? 1. Choose the Hotspot type. 2. Add an image to the question through the question action menu (the three dots to the right of the question field). 3. Click Add hotspot. 4. Move the marker to the required area of the image. 5. Give the marker a name in the Hotspot name (not shown during test) field. 6. Mark the correct markers with the Correct checkbox. 7. Set the X/Y coordinates or marker transparency if needed. 8. Click Save. What Does the User See in the LMS Platform? - the user sees an image with numbered markers; - they click the required markers; - the Hotspot marker name is not shown to the user during the test, but is used in reports. How Is It Marked? The question is marked automatically and is included in the test percentage result. Marking is based on the exact set of correct markers. The order of selection does not matter. If the user selects not all correct markers, an extra marker or an unknown marker, the answer will be incorrect. Nuances and Limitations - Hotspot requires an image in the question; - there can be one or several correct markers; - every Hotspot must have a name; - there must be at least one correct marker; - markers must remain within the image; - round markers are supported; - marker transparency can be set from 0% to 80%; - if the question image is changed, the Hotspot settings need to be checked or configured again. What Should You Check Before Publishing? - an image has been added to the question; - all markers are positioned accurately; - every marker has a name; - correct markers are marked with the Correct checkbox; - extra markers are not marked as correct.

Last updated on Jul 10, 2026