How to Use Shrewd LMS as an Admin

This section guides you through the process of installing Shrewd LMS within Microsoft Teams. By completing these steps, you will be able to access the app and begin setting up and managing your learning environment directly inside Teams.

Step 1: Open Microsoft Teams

• Desktop App
• Web App: https://teams.microsoft.com

Step 2: Add the App

1. Click Apps on the left sidebar.
2. Search for Shrewd LMS.
3. Click Add.

Step 3: Open the App

• Click Open to launch the app.

What is Global Report?

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

The Global Report Dashboard provides a centralised overview of learning activity across your organisation, allowing admins to monitor performance without leaving Microsoft Teams.

How to Access

1. Open Shrewd LMS from the sidebar.
2. The Global Report Dashboard will load automatically.

This section explains how to create a course by adding a Shrewd LMS Learning Tab within a Microsoft Teams channel. Once added, the tab serves as the central space for managing course content and learner activities.

Steps

1. Go to your desired Team and Channel.

2. Click the “+” (Add Tab) button.

3. Select Shrewd LMS.

4. Click Save.

Result

• A Learning Tab will be created.
• The tab will appear in the channel and be accessible to members.

Shrewd LMS provides a Reports API for integrating report data into your organisation’s systems.

This feature allows admins to configure when notifications are sent to users regarding course activities.

After Setup

Once permissions are granted, admins and course owners can enable the following notifications:

Student Notifications

• New Activities: Notify students when new activities are added to the course.
  ⚠️ Note: This notification is triggered only if the student has completed all activities in the course and the course owner adds a new activity.
• Activity Updates: Notify students when existing activities are updated.
  ⚠️ Note: This is triggered only if the student has already completed the activity that is being edited.
• Course Ending Soon: Notify students before the course expires. You can customise how many days in advance the notification is sent before the course end date.

Course Owner Notifications

• New Enrollments: Get notified when new students enroll in your course.
• Course Ending Soon: Get notified before your course expires. You can customise how many days in advance the notification is sent before the course end date.

The Global Certificate Template allows admins to create and manage a standard certificate design that can be applied across all courses. Course managers can still customise certificates at the course level.

Steps

1. Open Shrewd Global Dashboard within Microsoft Teams.
2. Navigate to Certificate Settings. Go to the Certificate tab.
3. Edit Certificate Content. Update the available fields to define the certificate text, such as learner name, course name, and completion message.
4. Set Override Option if needed. Tick Override Course-level settings if you want the global template to apply to all courses.

5. Save the settings.

6. Upload Branding Assets. Add your organisation's logo and certificate background image.

7. Preview the Certificate. Go to any course's Course Settings to preview how the certificate will appear with the applied global template.

8. Your certificate is now ready to use across all courses!

1. Install Shrewd LMS in Microsoft Teams.
2. Access the Global Report Dashboard.
3. Create courses via Learning Tabs.
4. Monitor learner progress.
5. (Optional) Integrate reports via API.
6. Configure notifications.
7. Apply the Global Certificate Template when a standard certificate design is required across courses.