Learning

Learning is the Pro hub for assessment-related and learner-facing learning tools. It groups module assessments, final exams, tutors, evidence tools, interactive lesson blocks, surveys, question difficulty, randomised quiz sections, learner revision mode and learner personal notes.

Learning Areas

Recommended Use

Configure the basic course, modules, lessons and quizzes first. Then use Learning tools to add marking, evidence, final exams, randomisation, feedback and revision features. Test every Learning feature as a normal learner and, where relevant, as a tutor.

Learners

The Learners screen manages plugin learner accounts. Learners are separate from normal WordPress users and should use the HT-LMS learner login flow rather than WordPress admin login.

Adding Learners

Use the Add Learner form to create a learner account with name, email address and status information. The form should validate input, check permissions and avoid creating duplicate email records where the plugin enforces unique learner emails.

Passwordless Login

Current Core supports passwordless learner login links. Where enabled, a learner enters their email address and receives a time-limited login link. This reduces password support issues while keeping the learner account separate from WordPress admin users.

Managing Learner Access

Use learner records together with course access, orders, entitlements, cohorts and progress records to diagnose learner problems. If a learner cannot open a course, check the learner account, email verification, course access, entitlement status, expiry date, cohort assignment and course publication status.

Common Learner Problems

• If a learner cannot log in, confirm the email address, verification status and login-link email delivery.
• If a learner cannot see a course, confirm the course is published and the learner has a valid entitlement.
• If a learner lost access, check course access expiry, payment status, subscription/payment-plan status and manual revocation.
• If progress is wrong, check the learner progress timeline and relevant quiz or lesson completion records.

Courses

A course is the main training container. Modules, lessons, quizzes, assessments, certificates, access rules, commerce settings and reporting all connect back to the course record.

Course List

The Courses area lets you create and manage the main course records. The common actions are:

• Edit – opens the linked WordPress course page in the normal editor so the page content can be edited.
• Settings – edits LMS course settings such as title, slug, progression, visibility and publishing status.
• Preview – opens the learner-facing course view.
• Delete – opens course deletion confirmation.

Course Settings

Pro Course Controls

HT-LMS Pro can add extra controls to the course edit flow, including prerequisites, drip rules, preview lessons and learner limits. Use these when a course should not simply be open to every enrolled learner immediately.

• Prerequisites require another course to be completed first.
• Drip rules delay lesson/module access until the configured timing has passed.
• Preview lessons allow selected lessons to be viewed before enrolment or payment where enabled.
• Learner limits restrict the number of active learners that can access a course.

Editing Course Content

Each course should have a linked WordPress course page created by HT-LMS. The Edit action opens that page in the normal WordPress editor, so block editors and content editors can be used. The course page normally contains the [hcd_course] shortcode because that renders the dynamic LMS course view, including modules, lessons, access checks, learner progress and navigation.

LMS-managed course, module and lesson pages are intended to be edited from inside HT-LMS Pro. They should not clutter the normal WordPress Pages list, but direct edit links from inside the plugin should still open the normal WordPress edit screen.

Deleting Or Archiving Courses

For live courses, archive or unpublish a course before deleting it. Deleting a course can affect modules, lessons, quizzes, progress records, certificates, orders, access records and reports depending on the selected deletion path.

Modules

Modules organise a course into clear sections. A module belongs to a course and normally contains multiple lessons. Module assessments and discussions can also be connected to modules in Pro.

Module List

The Modules screen shows module title, course assignment, order, published status and action links. Use this screen when you need to add, edit, move, preview or remove a module.

Module Settings

Module Content

Module content pages are useful for section introductions, requirements, instructions and module-level context. The actual teaching usually sits in lessons, but a module page can help learners understand what the section covers before starting.

Module Assessments

In Pro, a module can have a written or structured assessment. Use the Assessments area to create and manage those assessment questions, marking rules and attempts.

Deleting Modules

Check linked lessons and assessments before deleting a module. Where possible, unpublish or move content first so live learner journeys and records stay understandable.

Lessons

Lessons contain the actual training content. Lessons belong to modules, and modules belong to courses. Pro can add lesson video, protected downloads, next-lesson navigation, progress tracking, evidence prompts and quiz enforcement around lesson content.

Lesson List

The Lessons screen lists lessons by course and module. Common actions include Edit Content, Settings, Quiz, Preview and Delete.

Lesson Settings

Editing Lesson Content

Use the linked content editor for the learner-facing lesson. Add text, videos, images, examples, scenarios, embedded activities and instructions. Keep LMS rules, course placement and access logic in the LMS settings rather than inside the lesson body.

Protected Video And Downloads

Pro supports protected lesson video and protected downloads. Use these when lesson assets should only be available to authorised learners. Check access as a test learner, not only as an administrator, because administrators may be able to preview content that ordinary learners cannot access.

Lesson Progress And Navigation

Learner progress normally updates when lessons and quizzes are accessed through the HT-LMS front-end pages. If progress does not update, confirm the lesson page is using the correct shortcode/page route and that the learner is logged in through the learner login system.

Deleting Lessons

Deleting a lesson can affect quizzes, quiz answers, quiz attempts, progress records and evidence expectations. For live sites, unpublish first and check whether learners have already started the lesson.

Quizzes

Quizzes are lesson-level knowledge checks. Pro can enforce quiz completion before progression, export/import quiz questions and use quiz results in reporting and learner progress records.

Quiz List

The Quizzes area shows lessons and quiz availability. Use Add Quiz when a lesson does not yet have one, and Edit Quiz when a quiz already exists.

Quiz Settings

Quiz Enforcement

When quiz enforcement is enabled, learners may need to pass required quizzes before moving forward or completing the course. If a learner is stuck, check the quiz result, pass mark, publication status and the course progression mode.

Quiz Import And Export

Pro supports quiz import/export tools for moving quiz questions between courses or sites. After importing, always review the questions, answer options and correct answer flags before publishing.

Reporting Use

Quiz pass/fail data feeds progress views and reporting. Use reports to identify repeated failures, weak questions, difficult lessons or learners who may need help.

Course Builder

Course Builder is the main Pro workspace for building and managing the structure of training content. It brings course, module, lesson and quiz workflows together so administrators can work on the course structure without jumping between unrelated admin screens.

What Course Builder Does

• Shows courses, modules, lessons and quizzes in a course-focused workflow.
• Provides shortcuts for editing settings and learner-facing content.
• Supports preview links for courses, modules, lessons and quizzes.
• Helps administrators see where content sits in the Course → Module → Lesson → Quiz hierarchy.

Recommended Use

Use Course Builder when you are actively creating or reorganising a course. Start with the course, then add modules, then add lessons, then add quizzes or assessments where needed. Use the content editor only after the structure is correct.

Course Builder Actions

Common Course Builder Problems

• If a lesson appears under the wrong module, open the lesson settings and change its module.
• If a module appears in the wrong course, open the module settings and change its course.
• If content appears on the front end but cannot be edited, check the linked WordPress content page and content editor compatibility.
• If the preview does not load, check that the required front-end pages exist and permalinks have been saved.

Course Library

Course Library contains reusable course assets, course import/export tools and course-level Pro controls. It is a normal Pro feature area, not a separate legacy importer or group-two feature screen.

Templates And Content Bank

The templates and content bank area lets you save reusable items from existing course content. You can create course templates, lesson templates and quiz templates, then apply them later to create new content more quickly.

Course Import And Export

Course Library includes the course import/export workflow. Use this when you need one export file containing a course, its modules, lessons, quizzes and supported Pro course settings.

• Export creates a portable JSON file for the selected course structure and related learning content.
• Import creates a new draft course from a compatible export file.
• Review after import because imported content may need page, media, shortcode, access and quiz checks before publication.

Access And Discovery Tools

Course Library also exposes course-level Pro controls where relevant, including access expiry, subscription access, payment-plan access, related courses, upsell prompts, H5P compatibility settings and SCORM/xAPI wrapper settings. Use these controls when the course has more than a simple one-off enrolment model.

Cohorts, Waitlists And Checkout Recovery

Cohort, waitlist and abandoned checkout tools may also be linked from Course Library or Commerce depending on the installed version. These tools help manage intake groups, course capacity, paid-course waiting lists and incomplete checkout recovery.

Content Bank Shortcode

Reusable content bank items can be displayed with the [hcd_content_bank_item] shortcode where the item has been saved and referenced correctly. This is useful for repeated instructions or standard notices.

Best Practice

Keep templates clean and generic. Do not save learner-specific, client-specific or outdated policy content as a reusable template unless that content should genuinely appear in future courses.

Assessments

Assessments are module-level tasks that can include written answers and tutor/admin marking workflows. Use assessments when a simple multiple-choice quiz is not enough to prove understanding or competence.

What Assessments Do

• Attach structured questions to a module.
• Allow written responses where learners need to explain, analyse or produce evidence.
• Support marking workflows for tutors or administrators.
• Feed completion, evidence and reporting records.

Creating An Assessment

Open Assessments, select the relevant module, add the assessment questions, set the requirements and save. After saving, preview the learner flow and confirm the assessment appears in the correct module context.

Marking Attempts

Assessment attempts appear in the marking workflow when a learner submits work. Review the learner answer, apply the marking decision and provide feedback where appropriate. If a resubmission is allowed, make the expected correction clear.

Import And Export

Assessment questions can be exported and imported. Use this to reuse question sets or move assessments between sites. After importing, check all questions, answer requirements and module links before publishing.

Common Problems

• If an assessment does not appear, check the module link, published status and shortcode page.
• If a tutor cannot mark it, check tutor account setup and assignments.
• If a learner cannot submit, check login status, email verification, course access and required front-end pages.

Final Exams

Final Exams are course-level exams used at the end of a course. They are separate from lesson quizzes and module assessments. Use a final exam when the course needs a final pass/fail decision before completion or certification.

What Final Exams Do

• Attach a final exam to a course.
• Support final course assessment workflows.
• Allow tutor/admin marking where written sections are used.
• Control resits where an attempt has failed or needs to be repeated.

Creating A Final Exam

Open Final Exams, select the course, create the exam questions and save. Make sure the course already has its modules, lessons and required quizzes in place so the final exam matches the final course structure.

Marking And Resits

When a learner submits a final exam, review the attempt, mark the answers and issue the result. If a learner needs another attempt, use the resit workflow rather than creating a duplicate learner record.

Certificate Connection

If certificates are issued only after course completion, confirm that the final exam result is correctly included in the completion rules. Test this with a learner account before using the course live.

Common Problems

• If the final exam does not appear, check the [hcd_final_exam] page and course ID routing.
• If learners can complete the course too early, check completion and assessment rules.
• If marking is not visible to a tutor, check tutor assignments and permissions.

Tutors

Tutors are front-end marking and review accounts. They help separate learner support and marking work from WordPress admin access.

Tutor Accounts

The Tutor Accounts tab lists tutor names, email addresses, status, email verification and last login. Use this to check whether a tutor account exists and whether it can be used.

Add Tutor

Add Tutor creates a tutor account with a display name and email address. The tutor should use the tutor login page, not the WordPress admin login page, unless they also have a separate WordPress role for another reason.

Assignments

Assignments connect tutors to the courses, modules or marking work they are responsible for. If a tutor cannot see expected work, check the assignment first.

Portal Pages

Portal Pages are the front-end pages used by tutors. They normally include tutor login, tutor dashboard, marking queue, learner review and tutor account pages.

Tutor Shortcodes

Common Problems

• If a tutor cannot log in, check the tutor account email, verification status and portal page shortcode.
• If a tutor sees no marking, check assignments and whether any learner work has been submitted.
• If a tutor lands on the wrong page, check the portal page setup and links.

Evidence

Evidence tools manage learner evidence submissions and portfolio review. Use them when a course requires learners to upload or submit proof of practical activity, workplace tasks, documents or other evidence.

Evidence Submissions

Evidence submissions are linked to learners and courses. Administrators or tutors can review submitted items and use them as part of the completion or certification decision where the course requires evidence.

Evidence Portfolio

The evidence portfolio gives a structured view of the learner’s submitted work. It helps keep assessment evidence, practical activity evidence and supporting documentation in one place.

Using Evidence In Courses

Tell learners exactly what file or information they need to submit. Vague instructions generate support requests. Include the file type, naming convention, expected content, deadline and review process in the lesson or assessment instructions.

Evidence Shortcodes

Common Problems

• If evidence cannot be uploaded, check file permissions, upload limits and whether the learner is logged in.
• If evidence does not appear in review, check the course/learner link and whether the submission completed successfully.
• If evidence is required for completion, test the full completion flow before the course goes live.

Learner Portfolio

The Learner Portfolio brings together evidence, certificates, feedback, CPD records and completion records for the learner. It is useful when a learner needs a clear record of training activity and outcomes.

What The Portfolio Shows

• Evidence submitted by the learner.
• Certificate or achievement records where available.
• Progress and completion history.
• Feedback or marking information where appropriate.

CPD Records

CPD Records track hours, learning credits and downloadable achievement records. Use these when a course needs a professional-development record rather than only a completion status.

Progress Timeline

The progress timeline shows events such as progress updates, quiz attempts, assessment submissions, evidence activity and certificate events. It is useful for support because it shows what happened and when.

Live Sessions

Live Sessions support blended learning, webinar links and attendance tracking. Use them when part of a course is delivered live rather than entirely self-paced online.

Useful Shortcodes

Commerce

Commerce is the hub for paid course access, orders, discounts, bundles, payment integration, protected content rules, cohorts, waitlists and checkout recovery. Use this area when courses or modules are sold, capacity-limited, intake-based or access-controlled.

Commerce Areas

Payment Testing

Before taking live payments, test the full checkout journey with payment providers in test mode where available. Confirm that successful payment grants access, failed payment does not grant access, and invoices/order records appear as expected.

Access After Payment

When a learner pays successfully, HT-LMS Pro should create the correct entitlement for the purchased course, module or bundle. If access is missing, check the order status, payment webhook, entitlement record, learner email address, course access expiry and any cohort or waitlist rules.

Subscriptions And Payment Plans

Subscription and payment-plan access should be tested through the full payment and entitlement cycle. Confirm what happens when payment succeeds, fails, renews, expires, is cancelled or is manually adjusted.

Orders

Orders record course, module and bundle purchases. Use Orders when checking whether a payment completed and what access should have been granted.

Order Information

An order normally includes learner details, purchased item, amount, payment status, payment provider reference and invoice information where applicable.

Checking A Payment Problem

1. Open Orders and find the learner or payment reference.
2. Check the order status.
3. Check whether the learner email matches the learner account.
4. Check whether an entitlement was created for the purchased item.
5. Check payment-provider webhook logs if the payment status did not update.

Invoices

If invoices are enabled, the learner can view invoice records through the front-end invoice shortcode. Administrators can use order and invoice records to support purchase queries.

Common Problems

• If payment succeeded but access is missing, check webhook configuration and order status.
• If the learner used a different email at checkout, check whether the order and learner account are linked to different addresses.
• If invoices do not show, check the invoice feature, invoice page shortcode and learner login status.

Coupons

Coupons create discount codes for paid courses, modules or bundles. They are useful for promotions, client-specific pricing, staff access and controlled offers.

Coupon Settings

Testing Coupons

Test each coupon in checkout before sharing it publicly. Confirm the discount amount, item scope, expiry and usage limits behave as expected.

Common Problems

• If a coupon is rejected, check spelling, dates, status and usage limits.
• If the discount applies to the wrong item, check item-specific restrictions.
• If a learner cannot reuse a coupon, check per-learner or per-email usage rules.

Bundles

Bundles group courses and/or modules into a single purchase. Use bundles when selling training packages, role-based training sets or multi-course offers.

Creating A Bundle

Add a bundle title, description, price and included items. Check the included courses/modules carefully before publishing because bundle access depends on those selections.

Bundle Access

When a learner buys a bundle, HT-LMS Pro should grant access to the selected bundle contents. If access is incomplete, check the bundle configuration, order status and learner entitlements.

Bundle Testing

1. Create a test bundle with known courses.
2. Complete checkout in test mode.
3. Log in as the learner.
4. Confirm every included item appears in the learner dashboard.
5. Confirm non-included items remain unavailable.

Certificates

Certificates record and display training achievements. Pro supports issued certificates, verification, QR verification and physical certificate order workflows where enabled.

Issued Certificates

The Certificates screen lists issued certificates and lets administrators inspect certificate records. Use it when checking whether a learner’s certificate has been created, viewed, verified, revoked or expired.

Certificate Verification

Verification allows a certificate code or QR code to be checked. The public verification page should confirm the certificate status without exposing unnecessary learner or admin information.

Physical Certificates

Physical certificate workflows track requests or orders for printed certificates where this feature is used. Check the certificate record and physical order status when dealing with print or dispatch questions.

Certificate Troubleshooting

• If a certificate was not issued, check completion rules, final exam status, assessment status and evidence requirements.
• If the certificate layout is wrong, check the active certificate template.
• If the QR code does not verify, check the verification page shortcode and certificate status.
• If a certificate should no longer be accepted, use the revocation/status tools where available.

Certificate Templates

Certificate Templates control certificate layout, branding and default certificate appearance. Use this area before issuing certificates so learners receive correctly branded documents.

Creating Templates

Create a template with the required layout, organisation details, course fields, learner fields, certificate code and verification information. Preview the template before making it the default.

Branding Elements

Branding can include logo, colours, issuer name, signature image and certificate wording. Where the template uses uploaded images, confirm the media attachment IDs or selected assets are correct.

Previewing Templates

Preview templates before issuing real certificates. A preview helps catch layout problems, missing logos, poor text spacing and incorrect verification wording.

Default Template

Set the default template carefully. New certificates may use the current default depending on certificate generation rules. If several courses need different designs, check the course/template assignment before launch.

Certificate Fraud Protection

Certificate Fraud Protection helps protect certificate trust by tracking status history, revoked status, expired status, invalid checks and QR verification records.

Status History

Status history records changes to a certificate over time. Use it to understand whether a certificate is valid, revoked, expired or has been changed.

Revoked And Expired Certificates

Use revocation when a certificate should no longer be accepted. Use expiry records when a certificate has passed its valid training period. Check the status carefully before responding to verification questions.

QR Verification

QR verification should send users to the certificate verification route. Test QR codes on generated certificates and preview output before going live.

Support Use

If someone reports a certificate as invalid, ask for the certificate code, verification URL, learner name, course name and screenshot of the error. Do not ask for private login details.

Reports

Reports provide operational visibility across learners, courses, completions, revenue, quiz results, activity and training outcomes. Use Reports when you need more than a single learner or single course view.

Report Areas

• Overview – high-level status and activity.
• Learner reports – learner activity, progress and completion.
• Course reports – course-level completion, engagement and outcomes.
• Assessment and quiz reports – pass/fail patterns and marking workload.
• Revenue reports – order and payment performance where commerce is used.

Using Reports For Support

Reports can help confirm whether a learner accessed a course, completed a lesson, failed a quiz, submitted evidence, passed an assessment or received a certificate. Use reports before assuming a learner-facing issue is caused by the page layout.

Common Problems

• If report numbers look wrong, check date filters, course filters and learner status.
• If revenue is missing, check order status and payment webhook status.
• If completion numbers do not match expectations, check progression, quiz, assessment and final exam rules.

Exports

Exports let administrators download operational data for review, audit, reporting or offline analysis. Use exports when a spreadsheet or evidence file is needed outside WordPress.

What To Export

Available exports depend on enabled features, but may include learners, completions, orders, certificates, assessments, evidence and report data.

Export Best Practice

• Use filters to keep export files manageable.
• Store exported learner data securely.
• Do not email sensitive exports unless the recipient and transfer method are appropriate.
• Keep audit exports separate from casual admin reports.

Export Problems

If an export does not download, check user permissions, browser pop-up/download behaviour, background job status and server logs. Large exports may be handled through the job queue or scheduled export tools depending on the feature.

Email Automation

Email Automation sends training-related emails using templates and scheduled triggers. Use it for reminders, progress nudges, assessment updates, certificate messages and other course communications.

Email Templates

Templates control the message subject and body. Use clear wording, include the action the learner needs to take, and test all links before enabling automated messages.

Triggers And Scheduling

Automated emails may be triggered by registration, enrolment, progress, failed activity, assessment submission, marking, completion, expiry or reminders depending on the configured feature.

Testing Email Automation

1. Use a test learner account with an email inbox you can access.
2. Trigger the action manually where possible.
3. Check delivery, subject line, body text and links.
4. Check logs if the email does not arrive.

Common Problems

• If no email is sent, check WordPress mail configuration and email logs.
• If links are wrong, check the required shortcode pages and site URL.
• If emails repeat unexpectedly, check scheduled tasks and automation rules.

Announcements

Announcements let administrators publish course or module messages for learners. Use them for updates, instructions, schedule changes, reminders or important course notices.

Creating Announcements

Add a clear title, select the relevant course or module, enter the message and set the status. Keep announcements concise and action-focused.

Where Announcements Appear

Announcement display depends on the front-end template and shortcode layout. Test as a learner to confirm the message appears where expected.

Managing Announcements

Edit announcements when instructions change. Delete old announcements only when they are no longer needed for learner context or record keeping.

Course Reviews

Course Reviews collect and moderate learner feedback. Use reviews to understand course quality and learner experience.

Review Moderation

Moderation lets administrators approve, reject or manage reviews depending on the site workflow. Review moderation helps prevent unsuitable or irrelevant content appearing publicly.

Using Review Feedback

Use repeated review comments to identify unclear lessons, difficult quizzes, technical problems or course content that needs improvement.

Common Problems

• If reviews do not show, check moderation status and front-end display settings.
• If learners cannot submit reviews, check course access, completion rules and page setup.

Content Rules

Content Rules control protected content and access requirements. Use them when specific downloads, lesson areas, videos or course materials should only be visible to authorised learners.

What Content Rules Protect

Rules may protect lessons, downloads, video content, paid course content and access-controlled areas depending on configuration.

Setting Rules

When creating content rules, decide what the learner must have before viewing the content: course access, module access, payment, completion, login state or another entitlement.

Testing Rules

Always test protected content with a normal learner account. Administrator previews can show content that ordinary learners cannot see.

Common Problems

• If content is visible too early, check the rule scope and learner entitlement.
• If content is blocked incorrectly, check course access, payment status, progression rules and rule conditions.
• If downloads fail, check file protection, upload paths and server permissions.

Integrations

Integrations manage payment provider settings, API options and webhook connections. Use this area when connecting HT-LMS Pro to Stripe, PayPal, external reporting tools or automation platforms.

Payment Integrations

Stripe and PayPal settings must be configured correctly before taking live payments. Use test mode first, complete a full checkout, then confirm the order, entitlement and email records.

API And Webhooks

API and webhook settings are used when HT-LMS Pro needs to communicate with external systems. Webhooks can notify other systems when supported LMS events occur.

Integration Testing Checklist

1. Enter provider keys or credentials carefully.
2. Use test mode first where available.
3. Trigger the event manually.
4. Check the payment/order/API/webhook logs.
5. Confirm the learner-facing result, such as access or email delivery.

Common Problems

• If payments stay pending, check webhook URLs and provider dashboard events.
• If API requests fail, check keys, permissions and endpoint URLs.
• If external systems receive duplicates, check webhook retry behaviour and external idempotency handling.

Data Tools

Data Tools manage retention, cleanup and bulk data operations. Use them for controlled maintenance, not casual editing.

Data Retention

Retention tools help manage how long records are kept. Use them in line with your organisation’s training record, privacy and audit requirements.

Cleanup Tools

Cleanup tools may remove old temporary records, expired data, test data or records selected by an administrator. Read each action carefully before running it.

Bulk Tools

Bulk tools save time when many learners, records or content items need the same operation. Start with a small test set before applying bulk actions widely.

Logs

Logs record audit events, email events, system events and operational activity. Use Logs when diagnosing what happened inside HT-LMS Pro.

Types Of Log Information

• Audit logs – administrator, learner or system actions.
• Email logs – email send attempts and template activity.
• System logs – background processing, errors or operational messages.
• Payment/integration logs – useful when checking webhook or order problems.

Using Logs For Support

When investigating an issue, note the learner, course, approximate time, action attempted and any error shown. Then check logs around that time rather than searching the whole history without filters.

Common Problems

• If no log appears, check whether the feature logs that event type and whether logging is enabled.
• If logs are very large, use filters and retention settings.
• If a support request involves sensitive data, do not paste private keys, passwords or full personal records into a ticket.

Job Queue

The Job Queue handles background work such as certificate generation, email automation, reports, exports, webhook retries and other tasks that should not slow down a normal page load.

Queue Status

The Job Queue screen shows queued, running, failed or completed jobs depending on the current system state. Use it when something should happen automatically but has not appeared yet.

When To Check The Queue

• An email was expected but did not arrive.
• A certificate or export is delayed.
• A webhook failed and is waiting to retry.
• A report or scheduled task is not completing.

Failed Jobs

If a job fails repeatedly, check the job message, related logs, server cron behaviour and any external service involved. Do not keep retrying a job indefinitely without identifying the underlying cause.

Support Tools

Support Tools help diagnose learner access, resend messages, inspect records and resolve common support requests without manually searching every admin screen.

Access Diagnosis

Use access diagnosis when a learner says they cannot open a course, module, lesson, quiz, assessment or certificate. Check the learner account, email verification, course entitlement, publication status and progression rules.

Resend And Repair Tools

Support tools may include resend email actions, learner record shortcuts, access checks and other repair utilities. Use these before changing database records manually.

Good Support Information

For a support issue, collect the learner email, course name, affected page URL, exact action attempted, screenshot, time of issue and any visible error. Do not collect passwords or payment card details.

Advanced Tools

Advanced Tools provide specialist reporting, operational control and quality management features. Some tools are used daily, while others are mainly used for audits, training operations or high-volume sites.

Advanced Tool Reference

Operational Advice

Use advanced tools with clear internal processes. For example, decide who reviews risk alerts, who receives scheduled reports, who can approve managers’ sign-offs, and who is allowed to export audit packs.

Setup

Setup checks and creates required front-end pages. Pro needs the standard learner pages plus extra pages for assessments, evidence, final exams, checkout, invoices, certificates and tutor portals where those features are used.

When To Use Setup

• Immediately after installing or updating HT-LMS Pro.
• After moving the site to staging or live hosting.
• When a shortcode page is missing or showing raw shortcode text.
• When learners, tutors or checkout flows land on the wrong page.

Page Setup

Use Page Setup to create missing pages and check existing page assignments. After creating or repairing pages, save WordPress permalinks from Settings → Permalinks.

System Health

Use System Health to check runtime requirements and required database tables. Missing tables or failed checks should be resolved before testing course delivery.

Pro Settings

Pro Settings controls site-level behaviour for branding, authentication, payments, tax, certificates, discussions, mobile/API use, logging, uninstall behaviour and policy notices.

Settings Tabs

Using Short Names Correctly

Use the long name Holographic Training LMS Pro where there is space, such as page headings and formal help content. Use HT-LMS Pro where shorter display text is clearer.

Licence

The Licence screen manages the Pro licence status for the site. Use it to activate, validate or check the licence connection for Pro features and updates.

Licence Status

The licence status should show whether the site has an active Pro licence. If a feature appears locked, check this screen first.

Activation

Enter the licence details exactly as provided and activate the licence. Confirm the site domain matches the licence record where domain locking is used.

Validation And Updates

Validation confirms the licence remains valid. Updates may depend on the licence being active and able to communicate with the licence service.

Common Problems

• If activation fails, check the licence key, domain, network access and server firewall.
• If features are locked, check licence status and whether the licence tier includes the feature.
• If updates do not appear, check licence status and the Pro updater connection.

Dashboard

The Holographic Training LMS Pro Dashboard is the main hub for Pro administration. It links to the main operational areas: Dashboard, Learning, Course Builder, Course Library, Learners, Courses, Modules, Lessons, Quizzes, Certificates, Commerce, Reporting and Tools, Settings, Licence and Setup.

Main Dashboard Cards

Risk Alerts And Risk Assessments

Risk Alerts and Risk Assessments belong on the main dashboard under the main dashboard boxes. Use these dashboard-only summaries to prioritise failed assessments, overdue marking, missing evidence, payment issues, capacity issues or other operational items.

Dashboard Troubleshooting

• If a card is missing, check the user’s WordPress capability and licence status.
• If a card opens a locked notice, check the Licence screen.
• If a dashboard count looks wrong, open the relevant report or source screen and check filters.

Front-End Pages And Shortcodes

HT-LMS Pro uses shortcodes to display learner, tutor, course, commerce, assessment, evidence and certificate pages. Page Setup should create the important pages automatically, but shortcodes can also be placed manually where needed.

Learner And Course Shortcodes

Learning Shortcodes

Commerce And Certificate Shortcodes

Tutor Shortcodes

Common Shortcode Problems

• If a shortcode appears as plain text, check the plugin is active and the shortcode is typed correctly.
• If a page shows the wrong screen, check whether the wrong shortcode was placed on the page.
• If a learner cannot access a shortcode page, check login status, email verification, course access and feature licence status.
• If payment, certificate or tutor pages fail, check the relevant setup page and Pro Settings.

Recommended Workflow For Building A HT-LMS Pro Site

The safest way to build a Pro site is to set the platform up first, build the content structure second, then configure Pro features and test the full learner journey.

Common Problems And Fixes

A Pro feature appears locked

• Open Licence and check that the licence is active.
• Confirm the licence is for the correct domain.
• Check whether the licence tier includes the feature.
• Validate the licence again if the site was moved or restored.

The learner cannot log in

• Check that the learner is using the learner login page, not WordPress admin login.
• Check that the learner account exists.
• Check email verification status.
• Use the password reset or setup email workflow if needed.
• Check session timeout settings if learners are logged out quickly.

The learner paid but cannot see the course

• Check Orders for the learner or payment reference.
• Check the order status and payment provider event.
• Check whether the learner email matches the order email.
• Check whether an entitlement was created.
• Check Content Rules and course publication status.

The learner can see the course but cannot move forward

• Check course progression mode.
• Check required lesson quizzes and pass marks.
• Check drip rules and prerequisite courses.
• Check assessment, final exam or evidence requirements.
• Use the progress timeline and reports to see the last completed action.

A tutor cannot see marking work

• Check that the tutor account is active and verified.
• Check tutor assignments.
• Check whether the learner has actually submitted the assessment or final exam.
• Check tutor portal pages and shortcodes.

A certificate was not issued

• Check course completion status.
• Check required quizzes, assessments, final exam and evidence.
• Check certificate settings and active template.
• Check the job queue if certificate generation is handled in the background.
• Check logs for certificate-related messages.

Checkout does not work

• Check Payments settings and provider mode.
• Check Stripe or PayPal credentials.
• Check webhook URL and webhook secret where required.
• Check basket and checkout shortcodes.
• Check payment provider logs and HT-LMS Pro logs.

Emails are not arriving

• Check Email Automation settings and templates.
• Check WordPress mail delivery.
• Check email logs and job queue.
• Check spam/junk folders and domain authentication outside WordPress.

Reports look wrong

• Check filters, dates, course selection and learner status.
• Check whether the learner completed the required route, not only viewed admin previews.
• Check that background jobs and logs are processing normally.

Imported content does not look right

• Check whether the source site used a content editor or plugin that is not available on the destination site.
• Open imported course, module and lesson content in the editor.
• Run Course Library import/export review checks and course structure checks.
• Test all shortcodes and front-end routes.