Getting started with PDF app
Reading Time: 1 minute 30 seconds
Step 1: Click on Learning eXperience Builder in the side menu
Step 2: Click the Manage tab
Step 3: Click New Pathway
Step 4: Name the pathway
Step 5: Enter a description for the pathway (optional)
Step 6: Click Add Step
Step 7: In the drop down select PDF
Step 8: Paste in the PDF url into the dialogue
Here's a sample one:
Step 9: You'll see a preview of the content and underneath that you'll pre-filled title and description. Edit these if you like.
Step 10: Click Add Step
You now have a PDF step in the pathway
Step 11: Click Assign
Step 12: Click Choose Learners
Step 13: Search and select Amy Way.
Step 14: Click OK to assign the pathway to the learner
Step 15: Click on History to see who you've assigned this pathway to
Impersonate the learner to perform the pathway
Impersonating a person will allow you to see the system from that user's perspective. It is safe to use as the system records it as an impersonation.
Step 16: Next to the Pathway name, click on the three vertical dots
Step 17: Select Impersonate
Step 18: Search and select Amy Way (the user you assigned the pathway to).
Step 19: In the confirmation dialog click Yes.
Allow the system to morph into Amy Way's perspective.
You will see a green bar at the top to let you know you are impersonating.
If you do not see the green bar, give your browser a refresh, and try the impersonation steps again.
An example of what you might see is below.
Click on the START button on the task to begin the PDF task.
Click CLOSE to complete the PDF Task
Step 20: Un-impersonate Amy Way by clicking on UNIMPERSONATE in the top green bar.
- You will have unimpersonated Amy Way if the green bar has disappeared
- If you still see the green bar, try refreshing your browser and then click unimpersonate again