How to Use Shrewd LMS: A User Guide

How to Use Shrewd LMS: A User Guide

Step-by-step instructions for installing the app, setting up courses, adding and managing activities, and accessing reports — all within Microsoft Teams.

Within Microsoft Teams Course Management Built-in Reporting
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Important Note: Shrewd LMS works natively within Microsoft Teams and does not require Azure Active Directory (Azure AD) configuration. We strongly recommend not using Azure AD groups or custom restrictions to control access, as this may cause unexpected access issues. Manage access using Microsoft Teams settings and policies only.
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Install App

Adding Shrewd LMS App within Microsoft Teams

Install the app in Teams desktop or web

This guide is for regular users who want to use Shrewd LMS within Microsoft Teams.

Step 1: Open Microsoft Teams

Open Microsoft Teams

Step 2: Find and add the App

  • On the left sidebar, click on "Apps".
  • In the search bar, type "Shrewd LMS".
  • Click on the "Add" button to add the app.
Add Shrewd LMS app
Add Course

Adding a Shrewd Course to Your Team and Channel

Create a Learning tab inside your selected Team/Channel

To get started with Shrewd LMS for your team, follow these steps:

  1. Choose your desired Team and Channel.Choose team and channel
  2. Inside channel page, add tab by clicking on "+" button.Add tab
  3. Click on Shrewd LMS app.Select app
  4. Click Save to add a Learning tab.Save learning tab
  5. If successful, your page will look like this.Learning tab result
  6. The Learning tab will automatically appear on your Posts page once created.
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Important Note: The Course Owner/Admin MUST NOT add the Shrewd LMS app in the same scope. If it has already been added to a specific Teams or Chat, it cannot be added again in that same scope.
Manage Courses

Managing Courses Inside Shrewd LMS

Configure course settings, sections, activities, requirements, and ordering

Inside Shrewd LMS, you can build learning content by adding Sections and Activities (content types inside each section).

Activities supported: Text, Documents, BLC (requires active BLC subscription), Video, Audio, Link, Image, SCORM, Quiz, and Panorama Interactive.


Managing Course Settings

On your Learning page, click Edit Course.

Edit course

Course Title and Cover Image

  1. Enter your Course Title.
  2. Click "Browse" to select a file, or drag-and-drop your image file.
Course title and cover image

Setting Course Start and End Dates

This defines when a course becomes available and when it expires. If not set, the course duration defaults to 1 year.

  • Start Date - The date when the course becomes available to students.
  • End Date - The date when the course expires and becomes unavailable.
Start and end dates

Copying Content from an Existing Course

  1. Go to the Copy Content section.
  2. Click the dropdown menu.
  3. Select one of your existing courses from the list.
Copy content from existing course

Archiving and Unarchiving Courses

Archived courses remain visible and marked as archived, but participants cannot access activities/materials. Owners can unarchive any time; previously enrolled learners remain archived and must be re-enrolled.

To archive a course

  1. In Course Settings, go to Course Status.Course status
  2. Enable the Archive Course toggle.
  3. Read the warning message carefully.Archive warning
  4. Click Update Course to save changes.
  5. Your course is now archived.
  6. Archived courses are marked with a flag.Archived course flag

To unarchive/reset a course

  1. Open the Course Settings page.
  2. Restore by either turning off Archive Course, or clicking Reset Course.Reset course
  3. If using the toggle, read warning and click Update Course.Unarchive warning
  4. If using Reset Course, changes are saved automatically.Reset saves automatically

Auto-Archive Students

  1. In Course Settings, go to Auto-Archive Settings.
  2. Enable Auto-archive students on course completion.Enable auto archive
  3. Set the delay days after completion (default 0 days means immediate).Auto archive delay

Notification Settings

Manage student and course owner alerts (new activities, updates, deadlines, and enrolments).

  1. Go to Course SettingsNotification Settings.
  2. In Student Notifications, enable New Activities, Activity Updates, and Course Ending Soon.Student notifications
  3. In Course Owner Notifications, enable New Enrolments and Course Ending Soon.
  4. Set Notification Timing (days before course end).
Course owner notifications

Adding and Editing a Section

  1. Click Add New Section.Add new section
  2. Enter a section name.
  3. Add a short description (optional).
  4. Click Save.Save section
  5. The section appears in the course structure.
  6. To edit a section, click the edit button.Edit section

Adding Activities to Your Course

Click the + button and select the desired activity.

Add activity

Text Activity

  1. Enter activity title.
  2. Add and format content in the editor.
  3. Click Save.Text activity

Document Activity

  1. Click + and choose Document.
  2. Enter title.
  3. Upload document (max 3.1 MB).
  4. Click Save.Document activity

Video Activity

  1. Click + and choose Video.
  2. Enter title.
  3. Upload by Browse/drag-and-drop or use embed URL code.Upload videoEmbed video
  4. Click Save.

Audio Activity

  1. Click + and choose Audio.
  2. Enter title.
  3. Upload audio file.
  4. Add description/details.
  5. Click Save.Audio activity
  1. Click + and choose Link.
  2. Enter title and content URL.
  3. Add description (optional).
  4. Click Save.Link activity

Image Activity

  1. Click + and choose Image.
  2. Enter title and upload image.
  3. Choose image type: Activity image or Banner (Cover/Contain).
  4. Add description and click Save.Image activity

SCORM Activity

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SCORM packages configured to open in a new window do not work reliably inside Teams tabs (iframe restrictions). Publish SCORM to open in the same window.
  1. Input activity title.
  2. Upload SCORM .zip file.
  3. Set optional passing score and completion behavior.
  4. Add optional description and click Save/Update.SCORM activity setup

Quiz Activity

Create assessments directly in Shrewd LMS with settings for attempts, timing, score thresholds, randomization, feedback, and progress inclusion.

  1. Open course, click Add Activity, and choose Quiz.
  2. Set quiz title and settings (questions per attempt, time limit, max attempts, passing score).Quiz settings
  3. Set randomization options.Randomization options
  4. Configure feedback and enable Include in course progress.Feedback settings
  5. Save, then manage questions in Question Bank.Manage questions
  6. Create/import questions and update quiz again to save.

Panorama Interactive Activity

Create immersive 360-degree scenes with hotspots (information and scene links).

  1. Add Panorama activity, enter title/description, click Save.Add panorama activity
  2. Manage scenes and hotspots; add scenes and set default if needed.Edit scenes
  3. Add hotspots (Information or Link to Scene), set position with pitch/yaw or click-to-place in preview.Hotspot types

Setting Activity Requirements

Activity Requirements control learning sequence by requiring completion of selected activities before access is granted.

  • Works across activity types including SCORM, BLC, quiz, and others.
  • You can also set availability dates (Available From / Available Until).
  1. Open activity settings and expand Requirements.Activity requirements
  2. Select required prerequisite activities.
  3. Set availability dates if needed.Availability dates

Setting Section Requirements

  1. Click Edit in the section area.Edit section requirements
  2. In Requirements, choose prerequisite sections.Section prerequisites
  3. Optionally set section availability dates.Section availability

Editing and Reordering Activities

  • Use drag-and-drop to rearrange activities.Reorder activities
  • Use edit menu to edit activity.Edit activity
  • Use delete menu to remove activity.Delete activity
  • Move an activity to another section.Move activity to section

Reordering Sections

Drag sections using the drag-and-drop icon and drop them in the desired position.

Reorder sections
Reporting

Course Reporting

Track member progress in the Reports tab

Participants Report

Shows participant details, completion progress, and individual scores. Enrolled students appear automatically in the table.

Participants report

Filtering Participants

  • Name or email
  • Completion percentage
  • Enrollment date range
  • Enrollment status (Active/Archived)
  • Enrollment type and progress status filters
  • Items per page
Participants filter

Activity Completions Report

Provides a detailed activity-by-activity completion matrix for each participant.

Activity completions report

Filtering Activity Completions

Filter by participant name/email and enrolment status (Active/Archived).

Activity completions filter

Student Scores (Gradebook)

Displays student performance across activities. Score-based activities (BLC/SCORM/Quiz) show percentages; non-score activities show completion dots.

Student scores report

Reports API (Premium Plan)

Integrate report data with your own organisational systems.

  1. Click the floating button in the upper-left corner.Floating button
  2. Select Settings.Settings
  3. In API Integration, click Generate New Key.Reports API setup
  4. Use generated key to integrate with dashboards/analytics tools.Generate API key
Switch Mode

View Mode

Switch between Editing mode and Student View

Editing mode is the default for owners to create and manage content. To preview learner experience, click Switch to Student View.

Editing mode

Student View shows the course exactly as learners see it. To return, click Switch to Editing.

Student mode
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Shrewd Global Report

Organisation-wide reporting dashboard accessible beyond Teams

Shrewd LMS Global Report provides a centralised overview of courses and enrolled students across your organisation.

  • Overall course activity
  • Enrolment figures
  • Overall and individual learning progress

How to Access via Microsoft 365

  1. Sign in with your work account.
  2. Click Apps, then expand app list.
  3. Select Shrewd LMS to open Global Report.
Acess via Microsoft 365

How to Access via Outlook

  1. Open Outlook (web or desktop).
  2. Sign in with your work account.
  3. Click More apps from the left sidebar.
  4. Search for Shrewd LMS or select it from the list.
  5. The Global Report dashboard will open.
Access via Outlook