Access how-to articles and videos for PASS and PromisePoint administrators. The following are available PASS Administrator roles: bulk file, location, user administration, curriculum management, classroom administration roles and content management.
Introductory Videos
Bulk Loader Administration
- How to upload a user bulk load file through PASS
- How to upload a bulk file in promisepoint.files.com
- How to manually process a user bulk load file
- How to Troubleshoot Bulk Loader Errors
- How to update a user's Hire Date
- How to Upload a Bulk File with Leading Zeros
- PromisePoint Bulk user load file requirements
Location Administration
User Administration
- How to Add a Curriculum or User Group to a user
- How to Activate a (Inactive) User
- How to update user assignments in PASS (reset a course)
- Promote a user (by updating a user profile)
- How to access the user's History Log
- Assign report admin access to a PromisePoint user
- Search for learners and edit profiles (Video)
- Add a file to a user profile (Video)
- Add a note to a user profile (Video)
- Username admin role: How to update/edit a username
Curriculum Management
- How to Find Courses Assigned to a Curriculum
- How to Add or Remove a Course to/from a Curriculum
- How to Change a Curriculum Name
- How to Map Curriculum and/or User Group to users
- How to Add an Optional Assignment to a curriculum
Classroom Management
- How to Schedule a New Session
- How to Modify a Class Session
- How to Manage the Roster
- How to Manage Training Rooms
- How to Create an Event
- How to Add Yourself as the Session Instructor
- How to Bulk Load a Session
- How to create grouped sessions (Video)
- Manage Bulk Enrollment in grouped sessions (Video)
- Classroom Training setup
- Enroll/Unenroll in a class
- What happens when a student is added to a waitlist
- What Happens When a Student is Dropped from a Session/Class?
- Force Enrollment
Additional articles and features for PromisePoint and PASS administrators
- PASS Role Matrix
- PromisePoint Report Administrators Role Matrix
- PASS Email Notifications/Alerts
- Frequently Asked Questions (PASS)
- Manage Surveys and the Report (Video)
Using Just In Time messaging:
Using Document Manager: