Holographic Training LMS Corporate Wiki
This guide is for administrators using Holographic Training LMS Corporate. It explains the main Corporate features in plain English, including what each feature is, how to use it, and the common mistakes that cause account, manager, seat, learner, evidence, compliance, reporting or setup problems.
Corporate sits on top of the Core and Professional versions of Holographic Training LMS. Core provides the course and learner foundation. Professional provides paid course delivery, protected content, advanced assessments, certificates, tutor marking, live sessions, attendance and reports. Corporate adds organisation-level training management for companies, departments, teams, managers, seats, competency tracking, document acknowledgement, sign-off, external assessors, risk dashboards and audit exports.
This guide focuses on the Corporate layer and the inherited Professional tools that matter in a Corporate setup. Use the Core and Professional wiki pages for deeper detail on basic course building, learner pages, checkout, certificates, assessments, tutor marking and Professional reporting.
Use the contents below to jump to the feature you need. Each feature follows the same structure: what it is, how to use it, and possible problems or common mistakes.
Corporate Wiki Contents
Recommended setup order: install Core, install Professional, install Corporate, activate the Professional and Corporate licences, run Setup, build the course structure, configure Professional delivery tools, then add corporate accounts, seats, managers, assignment rules, compliance tools, reporting and audit exports.
Corporate Training Structure
Corporate accounts contain seats, learners, managers, departments, teams, roles, training requirements, evidence and reporting records.
Corporate Manager Flow
Managers log in through the front end, view their permitted learners, check progress, review certificates, inspect evidence and use reports where allowed.
Corporate Compliance Flow
Administrators define training needs, assign courses, track competence, collect evidence, record sign-off, acknowledge documents and export audit evidence.
Corporate Dashboard
What it is
The Corporate dashboard is the main starting point for organisation-level training management in Holographic Training LMS Corporate. It brings together the high-level areas used to manage corporate accounts, managers, learners, seats, training requirements, compliance evidence, risk indicators and corporate reports.
The dashboard is a control hub, not a replacement for the detailed feature screens. Use it to understand the current state of corporate training, then open the correct area to make changes, review records, assign training, check risk, manage seats or export evidence.
How to use it
Open the Corporate dashboard when you need to review the overall position of a company or client training setup. Start by checking whether the corporate account exists, whether seats are available, whether managers are assigned, and whether training risks or missing evidence are visible.
Use the dashboard links to move into People And Organisation, Learning And Compliance, Risk And Evidence, Reports And Exports, Corporate Settings, Corporate Setup and Corporate Licence. Each area controls a different part of the corporate training workflow.
When diagnosing a problem, use the dashboard as the overview only. Then confirm the specific account, learner, manager, course, seat, document, evidence item or report in the detailed screen.
Possible problems or common mistakes
Do not assume the dashboard alone proves that a corporate setup is complete. A corporate account may exist while managers, seats, assignment rules, required pages or learner access are still missing.
If dashboard figures look wrong, check the filters and the source records. Seat status, learner assignment, course access, manager scope and completion rules can all affect summary numbers.
If a dashboard card is missing or unavailable, check the Corporate licence, active plugins and user capability. Corporate features require Core, Professional and Corporate to be installed and active.
Corporate Licence
What it is
The Corporate licence controls access to the Corporate add-on features. Holographic Training LMS Corporate sits on top of Core and Professional, so the Corporate site needs the base LMS, the Professional add-on and the Corporate add-on installed and active.
The Corporate licence does not store your learner data or corporate records. Your courses, learners, seats, managers, evidence, certificates, attendance records, document acknowledgements and reports remain on your WordPress site. The licence confirms that the site is allowed to use Corporate features and receive Corporate updates.
How to use it
Open the Corporate Licence screen after installing the Corporate add-on. Enter the Corporate licence key exactly as supplied, activate it on the correct domain, and confirm the licence status before configuring company accounts or manager portals.
Use the licence screen again after a staging-to-live migration, domain change, renewal, restore from backup or failed update check. Licence validation should confirm that the site and licence server agree on the current status.
If Corporate features appear locked, unavailable or incomplete, check the Corporate licence first. Then check that Core and Professional are also installed and active.
Possible problems or common mistakes
A common mistake is activating Professional but not Corporate. Professional unlocks the paid course-delivery tools, but it does not unlock Corporate accounts, seats, manager dashboards or compliance features by itself.
If activation fails, check the key, domain, server connectivity, firewall rules and whether the licence is already assigned to another site.
If features are missing after a valid licence is active, confirm that the Corporate plugin version is current and that the required base plugins are active.
Do not include licence keys in public support messages, screenshots or page content.
Corporate Setup And Required Pages
What it is
Corporate Setup creates and checks the front-end pages needed for manager dashboards, external assessor access and regulated document acknowledgement. These pages use shortcodes to display the correct corporate screens on the public side of the site.
Corporate Setup sits alongside the Core and Professional setup pages. Core provides learner login, learner dashboard and course pages. Professional adds pages for checkout, certificates, assessments, evidence and tutors. Corporate adds the company, manager and compliance-facing pages.
How to use it
Run Corporate Setup immediately after activating the Corporate add-on. Create any missing Corporate pages, then check that each page is published and contains the correct Corporate shortcode.
After creating or repairing pages, save WordPress permalinks from Settings → Permalinks. This refreshes WordPress routing and helps prevent missing-page or 404 issues.
Test each Corporate page with the correct type of account. Use a corporate manager account for the manager dashboard, an assessor link for the external assessor portal, and an assigned learner or staff account for document acknowledgement.
Possible problems or common mistakes
Do not manually guess Corporate shortcodes when the setup tool can create the pages. Manual setup is more likely to create wrong shortcodes, duplicate pages or missing routes.
If a manager dashboard is blank, check the page shortcode, manager login status, manager permissions, corporate account link and whether learners are assigned to that manager’s scope.
If the document acknowledgement page is empty, check that a document exists, is active, assigned to the correct corporate account, and visible to the learner’s account or role.
If an assessor link fails, check the external assessor portal page, assessor token, expiry date and assessor permissions.
Corporate Settings
What it is
Corporate Settings control the default behaviour for organisation-level training. They can include account defaults, portal defaults, manager permissions, expiry thresholds, evidence risk settings, scheduled report defaults, document acknowledgement reminders and audit export defaults.
These settings affect how new corporate accounts and workflows behave. They should be reviewed before creating real company accounts, because defaults can influence seat allocation, manager access, reminder timing, risk thresholds and report output.
How to use it
Start by reviewing account and portal defaults. Set a sensible default seat quantity, portal welcome text, portal colours and default assignment behaviour that match your normal corporate training workflow.
Review manager defaults carefully. Decide whether managers can reset seats, invite learners, export reports, view certificates, view evidence or view assessment history. Use the minimum access needed for the manager’s job.
Set expiry, evidence and risk thresholds based on how the organisation manages training. Configure warning days, reminder recipients, evidence overdue thresholds, repeated assessment failure thresholds and below-target completion percentages before relying on risk dashboards or scheduled reports.
Possible problems or common mistakes
Do not use broad manager permissions as the default unless every manager should see those records. Manager access should be scoped carefully because training records can include personal data and assessment information.
If risk alerts look too noisy, check thresholds before assuming the dashboard is wrong. A very low evidence threshold or department target can create many warnings.
If scheduled reports include too much information, check report defaults and recipient permissions. Reports should include the information the recipient needs, not every available record.
If portal branding looks wrong, check both the portal-specific settings and Corporate defaults. A client portal may override the default colours or text.
Corporate Accounts
What it is
A corporate account is the company, client, employer, department group or organisation being managed inside Holographic Training LMS Corporate. It sits above learners, managers, seats, training assignments, compliance evidence and reports.
Corporate accounts are essential for separating one organisation’s records from another. A training provider may have several client accounts, while an internal training team may use corporate accounts to separate business units, branches or departments.
How to use it
Create the corporate account before assigning seats, learners, managers or training rules. Add the organisation name, manager contact details, status and seat allowance. Use the same customer name that appears in your contracts, invoices or internal records.
Open the account detail view to check the account’s seats, managers, assigned learners, training progress, completion data, reports and exports. This view should be used before making major changes to a customer’s access or reporting.
Update the account when the customer buys more seats, changes manager contact, changes department structure or stops using the training service. Keep inactive accounts available for record review rather than deleting them casually.
Possible problems or common mistakes
Do not create duplicate corporate accounts for the same customer unless there is a genuine business reason. Duplicates split learners, seats and reports across several records.
If learners or managers are missing from reports, check that they are attached to the correct corporate account.
If a seat limit is too low, learners may not be assignable even though the training exists. Increase the seat allowance only when the customer is entitled to the additional seats.
Do not delete a corporate account on a live training site without checking learners, evidence, certificates, seat history and audit requirements.
Client-Branded Training Portals
What it is
Client-branded training portals let a corporate customer see a more tailored training area. A portal can include customer-facing text, colours, branding, assigned training guidance and manager-facing instructions.
A portal is useful when a training provider serves several client organisations or when a business wants different departments or brands to have a clearer training identity. It helps the manager experience feel more deliberate than a generic dashboard.
How to use it
Create the corporate account first, then create the portal for that account. Add the portal name, welcome text, colours and any customer-specific instructions.
Keep the portal text practical. Tell managers what they can do on the page, how to check learner progress, where to find reports, and who to contact if learner records look wrong.
Test the portal with a manager account before sending it to the customer. Confirm the branding appears correctly and that the manager can only see the intended organisation, department, team or role scope.
Possible problems or common mistakes
Do not use a client portal as a substitute for manager permissions. Branding controls the look and guidance, while permissions control what the manager can actually see.
If the wrong logo, colours or text appear, check whether portal-specific settings override Corporate defaults.
If a manager sees the portal but no learners, check account link, manager permissions, seat assignment and organisation structure.
Avoid writing vague welcome text. Managers need clear instructions, not marketing copy, inside a working training portal.
Organisation Structure
What it is
Organisation Structure models how a company is arranged. It can include company, department, team, role and learner relationships. This lets Holographic Training LMS Corporate report and control access in a way that matches the customer’s real organisation.
Good structure makes manager dashboards and compliance reports more useful. Instead of showing one large list of learners, you can report by department, team or role, and assign training based on job responsibility.
How to use it
Start with the simplest useful structure. If the customer only needs whole-company reporting, one corporate account may be enough. Add departments, teams and roles only where they improve reporting, access control or training assignment.
Create departments and teams before assigning learners to them. Create roles before using role-based training needs or assignment rules.
After structure is added, assign learners to the correct department, team and role. Then test manager visibility so each manager sees the correct group and no unrelated learners.
Possible problems or common mistakes
Do not overbuild the structure. Too many unnecessary levels make reporting harder and increase admin errors.
If manager reports are empty, check whether learners were actually assigned to the department, team or role being viewed.
If training needs do not apply, check whether the learner’s role or profile is missing.
If a learner moves department, update their organisation structure so future reports and manager views remain correct.
Corporate Seats
What it is
Corporate seats are learner places assigned under a corporate account. A seat connects a learner to corporate access and helps control how many people a customer can train under an agreed allowance.
Seats can be unused, assigned, active, completed, revoked or reset depending on the workflow. This makes it possible to manage staff changes, customer capacity and learner access without manually rebuilding the whole account.
How to use it
Set the seat limit on the corporate account first. Then assign seats to learners individually or in bulk. Choose the correct learner email, corporate account and training scope before saving.
Use seat status to understand what has happened. Unused means capacity remains. Assigned means a learner is connected. Active means the learner is using the training. Completed means training has been completed. Revoked or reset means access has been removed or made available for reassignment.
Use bulk seat assignment only after the learner list has been checked. Spelling errors in email addresses can create access problems and support requests.
Possible problems or common mistakes
If a learner cannot access training, check whether their seat is assigned to the correct learner email and corporate account.
If a seat cannot be reassigned, check the seat status and whether the replacement workflow allows reset.
If the account appears full, compare active seats against the account seat limit.
Do not reset seats casually after a learner has completed training. Historical training records may need to remain tied to the original learner.
Staff Replacement Workflows
What it is
Staff replacement workflows help manage what happens when a learner leaves an organisation, changes role or no longer needs access. The aim is to preserve historical training records while allowing the organisation to use its seat allowance sensibly.
This is different from simply deleting a learner. A learner’s old training, evidence, certificates and completion history may still be needed, even if the active seat should be released for a replacement staff member.
How to use it
Use revoke or reset actions according to the organisation’s policy. Revoke access when the learner should no longer use the training. Reset or release the seat only where reassignment is allowed.
Before replacing a learner, check whether the learner completed training, whether certificates were issued, and whether the customer needs to retain the record for audit or employment history.
Assign the released seat to the new learner only after checking the new learner’s email and required training. Then test that the new learner can access the correct course.
Possible problems or common mistakes
Do not delete the old learner just to reuse a seat. That can remove or confuse useful training history.
If the new learner cannot access the course, check that the seat was released and assigned correctly.
If a manager still sees the old learner as active, check whether the seat was revoked, reset or only left unchanged.
If seat replacement is part of a commercial agreement, keep the workflow aligned with the customer’s licence or contract terms.
Corporate Managers
What it is
Corporate managers are accounts that can view training information for a company or scoped part of a company. They are used for customer managers, department heads, team leaders, training coordinators or internal managers.
Managers should not normally need WordPress administrator access. They should use the front-end corporate manager dashboard, where their permissions control what they can see and do.
How to use it
Create or confirm the learner-style account for the manager, then link the manager to the correct corporate account. Set the manager’s scope before sending login details.
Use manager email tools to send access details or reminders. Check that the email address belongs to the correct person and organisation before sending.
Test the manager dashboard from a manager account. Confirm the manager sees the right learners, courses, certificates, evidence and reports.
Possible problems or common mistakes
If a manager cannot log in, check the account email, verification status, login page and whether the account is active.
If a manager logs in but sees no records, check the corporate account link, manager scope, learner seat assignment and organisation structure.
Do not make customer managers WordPress administrators just so they can see training records. Use manager dashboards and scoped permissions instead.
If a manager has left the customer organisation, disable or remove manager access promptly.
Manager Permissions
What it is
Manager Permissions control what a corporate manager can see and do. This is one of the most important privacy and security areas in Holographic Training LMS Corporate because training records can contain personal, assessment, evidence and certificate information.
Permissions can be scoped by company, department, team, role or another supported structure. They can also control actions such as viewing certificates, viewing evidence, viewing assessment history, exporting reports, inviting learners or resetting seats.
How to use it
Start with the minimum access the manager needs. A company-level training manager may need whole-account visibility, while a team leader may only need one team.
Set permissions based on the manager’s real responsibility. Then test the manager dashboard to confirm they can see the expected learners and cannot see unrelated learners.
Review manager permissions when staff change roles, departments are reorganised, or a customer changes who is allowed to access reports.
Possible problems or common mistakes
Do not give every manager whole-company access by default. Use narrower scope where possible.
If a manager sees too much, check company, department, team and role permissions immediately.
If a manager sees too little, check whether learners are assigned to the correct department, team or role.
If export buttons appear for a manager who should not export data, check report/export permissions.
Assignment Rules
What it is
Assignment Rules automatically or semi-automatically connect learners to required training based on their corporate account, department, team, role or training profile. They reduce the amount of manual enrolment needed for larger organisations.
An assignment rule answers the question: who should receive this training, and under what conditions? It is useful for onboarding, role-based compliance, department training, refresher programmes and customer-specific training requirements.
How to use it
Create the organisation structure first, then create the assignment rule. Select the correct corporate account, scope, target group and training item.
Start rules in draft or manual review mode where possible. Check which learners match the rule before allowing automatic enrolment across a whole organisation.
After the rule is active, check a small sample of learners. Confirm that the right learners receive the course and that unrelated learners are not enrolled.
Possible problems or common mistakes
If too many learners are assigned, the rule scope is too broad or the organisation structure is wrong.
If no learners are assigned, check whether learners have the department, team, role or profile the rule expects.
Do not activate automatic rules before testing. A bad rule can assign training to many learners incorrectly.
If a learner changes role, recheck assignment rules so they receive the right training for their new role.
Training Needs Analysis
What it is
Training Needs Analysis defines what training a learner, team, department or role should complete. It is used to identify gaps between required training and actual completed training.
This is a corporate planning tool. Instead of only seeing whether a learner took a course, you can ask whether the learner has the training required for their role and whether any required training is missing, incomplete or expired.
How to use it
Define the roles, departments or profiles first. Then connect each one to the courses, certificates, skills or requirements that apply.
Use Training Needs Analysis to check groups before assigning training. This helps avoid guessing and makes it easier to explain why a learner needs a course.
Review training needs regularly. Roles and compliance requirements can change, and the training needs should reflect the current requirement.
Possible problems or common mistakes
If the analysis shows missing training for everyone, check whether the requirement was attached to the wrong role or profile.
If the analysis misses a learner, check the learner’s assigned role, department, team or profile.
Do not treat a training need as completed simply because a learner has access to a course. Completion, evidence, certificate and expiry status still matter.
If the customer’s requirements are unclear, define them before configuring the system. The plugin cannot infer a company’s training policy automatically.
Staff Competency Matrix
What it is
The Staff Competency Matrix shows learner readiness across training requirements. It can combine course completion, quiz or assessment results, certificates, evidence, attendance, expiry status and practical skills sign-off depending on the course setup.
The matrix is designed for managers and administrators who need a structured view of who is ready, who is missing training, who has expired records, and who needs attention.
How to use it
Select the corporate account first, then filter by department, team, role, learner or training item where available. Use filters carefully so the matrix answers the question you are actually asking.
Use the matrix before audits, client reviews or management meetings. It provides a clearer starting point than manually checking each learner.
When a learner looks incomplete, open the learner record or progress timeline to see which requirement is missing. The missing item may be a lesson, quiz, certificate, evidence upload, attendance record or sign-off.
Possible problems or common mistakes
Do not assume course completion always means competence. Practical sign-off, evidence, assessment and certificate validity may also matter.
If the matrix shows gaps that seem wrong, check training needs, role assignment, expiry settings and learner progress.
If a department has poor completion, check whether seats were assigned and whether learners received access emails.
Do not export the matrix casually. It may contain learner data that needs careful handling.
Course Expiry And Retraining
What it is
Course expiry and retraining tools manage training that must be repeated after a set period. This is common in compliance training, safety training, professional development, policy training and role-based refresher programmes.
An expired record is not the same as a deleted record. It means the learner previously completed training, but the completion may no longer be current for the organisation’s requirement.
How to use it
Create expiry rules for the relevant course, module, certificate or training requirement. Set the validity period and warning windows based on the organisation’s policy.
Configure reminder timing so learners, managers or administrators receive warnings before training expires. Common warning windows include 30 days, 14 days and 7 days before expiry.
Use expiry reports and risk dashboards to prioritise retraining before records become out of date.
Possible problems or common mistakes
Do not set expiry rules without explaining them to managers and learners. Unexpected expiry creates support requests.
If reminders do not send, check email automation, job queue and logs.
If expired records still appear valid, check the expiry rule, certificate status and report filters.
Do not delete old completions just because retraining is due. Historical completion records may still be needed.
Regulated Document Acknowledgement
What it is
Regulated Document Acknowledgement lets an organisation assign policies, procedures, handbooks, rules or controlled documents to learners and record acknowledgement. It is useful when staff must confirm they have read or accepted a specific document version.
The feature creates an evidence trail showing which document was assigned, which version was acknowledged, who acknowledged it and when. This can support internal governance, HR processes, compliance checks and client evidence.
How to use it
Create the document record with a clear title, version, corporate account, file or URL, and status. Use the actual document title and version so reports make sense later.
Assign the document to the correct company, department, team, role or learners where supported. Then direct learners or staff to the document acknowledgement page.
Use reports to chase missing acknowledgements. When a document changes, update the version and decide whether staff must acknowledge the new version.
Possible problems or common mistakes
If the acknowledgement page is empty, check the shortcode, document status, corporate account assignment and learner scope.
If old documents remain visible, check the document version and active status.
Do not use document acknowledgement to prove that a learner understood practical training. It proves acknowledgement of a document, not necessarily competence.
If staff dispute acknowledgement, check the document version, timestamp and learner account used.
Practical Skills Sign-Off
What it is
Practical Skills Sign-Off records that an authorised person has confirmed a learner’s practical competence. It is used when online completion alone is not enough to prove that someone can perform a task.
This feature is useful for workplace training, technical tasks, safety procedures, supervised practical activities, equipment use, role-based competence and assessor-led sign-off.
How to use it
Create a sign-off record for the learner, skill or requirement, authorised person, date and supporting notes. Use clear titles so the record can be understood later by a manager or auditor.
Use sign-off only when the practical activity has genuinely been observed or reviewed. Keep notes factual and tied to the requirement.
Use the competency matrix and audit exports to include sign-off records alongside course completion, evidence and certificates.
Possible problems or common mistakes
Do not sign off skills based only on course completion unless the organisation has defined that as acceptable.
If sign-off does not appear in reports, check the learner, corporate account and skill requirement link.
If the wrong person is recorded as the sign-off authority, correct the record according to your internal process.
Do not write informal or subjective notes that would look poor in an audit export.
External Assessor Portal
What it is
The External Assessor Portal gives limited review access to an assessor, auditor, client reviewer or authorised third party. It avoids giving broad WordPress admin access when someone only needs to view selected evidence or status records.
Assessor access is controlled by scope, permissions and expiry. The assessor should see only what is needed for the review, such as completion status, certificates, evidence status, practical sign-offs or selected audit information.
How to use it
Create the assessor record, choose the corporate account or review scope, select permissions, and set an appropriate access period.
Generate or send the assessor access link according to the workflow. Use the shortest practical access period and only the permissions needed for the review.
Test the assessor portal in a private browser session before sending it. Confirm exactly what the assessor can see.
Possible problems or common mistakes
If the assessor link fails, check whether the token expired, the assessor record is inactive, or the portal page shortcode is missing.
If the assessor sees too much, reduce the permission scope immediately.
If the assessor sees no records, check the corporate account, selected scope and whether relevant evidence actually exists.
Do not give an assessor a WordPress administrator account unless they genuinely need admin access.
Training Risk Dashboard
What it is
The Training Risk Dashboard highlights training records that need attention. It can show issues such as expired certificates, training expiring soon, missing training, overdue evidence, repeated failed assessments and departments below target.
The purpose is to help managers and administrators act before a gap becomes a compliance, contract, customer or operational problem.
How to use it
Open the Risk Dashboard and select the corporate account or filter needed. Start with the highest-risk items: expired certificates, overdue evidence and repeated failures.
Use the dashboard to decide what action to take. That might be assigning retraining, chasing evidence, contacting a manager, checking a failed assessment or correcting a learner profile.
Review risk settings if the dashboard is too quiet or too noisy. Risk thresholds should match the organisation’s training policy and reporting needs.
Possible problems or common mistakes
Do not treat every risk item as a plugin error. Many risk items mean the system has correctly found missing or incomplete training.
If the dashboard shows no risks when you expect some, check expiry rules, training needs, evidence requirements and risk thresholds.
If one department looks unusually bad, check whether learners were assigned to the correct department and training requirements.
Do not ignore repeated failed assessments. They may indicate unclear lessons, weak questions or learners needing support.
Corporate Reports
What it is
Corporate Reports show organisation-level training information such as completion, progress, certificate status, missing training, evidence status, seat usage and compliance gaps.
These reports help administrators and managers answer practical questions: who has completed training, who has not started, whose certificate has expired, which department is below target, and what evidence is missing.
How to use it
Select the corporate account first, then apply course, department, team, role, learner or date filters where available. Check filters before relying on totals.
Use reports for customer reviews, management meetings, support checks and routine training governance. Export records only when you need an offline file or evidence pack.
Compare report results with the learner progress timeline, Gradebook, certificates and evidence records when investigating a specific learner.
Possible problems or common mistakes
If report numbers look wrong, check filters, date range, learner status and whether inactive or revoked learners are included.
If a learner is missing, check seat assignment, corporate account link and organisation structure.
If completion looks lower than expected, check whether assessments, evidence, attendance, video completion or final exams are required.
Do not send reports to unauthorised people. Corporate reports can contain personal and training data.
Scheduled Corporate Reports
What it is
Scheduled Corporate Reports send regular training updates automatically. They are useful for managers, corporate customers and internal administrators who need routine visibility without manually exporting records each time.
A scheduled report can include completion, expiry, missing training, evidence gaps or other corporate reporting information depending on configuration.
How to use it
Create the scheduled report for the correct corporate account. Choose authorised recipients, reporting frequency, content scope and status.
Use weekly reports for active rollouts, monthly reports for normal management review, and quarterly reports for governance checks where appropriate.
Send test reports before enabling the schedule. Confirm the recipient, subject, content, filters and data scope are correct.
Possible problems or common mistakes
If reports are not received, check the report status, next-run time, WordPress cron, job queue, email logs and recipient spam filtering.
If a report goes to the wrong person, disable it immediately and update the recipient list.
If reports include too much information, narrow the report scope or change the default content settings.
Do not use personal email addresses for corporate reports unless the organisation has approved them.
Corporate Audit Exports
What it is
Corporate Audit Export creates evidence packs for audits, customer reviews, internal governance, contract checks or management requests. It is more structured than a simple CSV report.
An audit export can include completion records, certificates, assessment results, evidence submissions, practical sign-offs, document acknowledgements and audit logs where available and selected.
How to use it
Choose the smallest useful scope. Select the corporate account, department, role, learner or date range that matches the audit request.
Select only the evidence types needed. Include completion records, certificates, evidence, sign-offs or acknowledgements based on what the reviewer actually asked for.
Store and send audit exports securely. They may contain learner names, training history, assessment data, certificate records and evidence references.
Possible problems or common mistakes
Do not export a whole company’s records when the request only concerns one department or date range.
If expected evidence is missing, check whether the learner submitted it, whether it was reviewed, and whether the export scope includes it.
If the export is delayed, check the job queue and logs.
Do not treat exported files as permanent public documents. Keep them under your data retention policy.
Team Gradebook And Manager Video Completion Views
What it is
Team Gradebook and manager video completion views help managers review training progress across their permitted learners. They can show quiz results, assessment status, completion records, video watch progress and other training activity depending on the course configuration.
These views are useful when managers need to understand progress without being given full site administration access. They support training follow-up, evidence checking and department or team supervision.
How to use it
Make sure learners are assigned to the correct corporate account, department, team or manager scope. The manager view depends on those relationships.
Use the Gradebook-style view to identify learners who are incomplete, failed, delayed or missing required activity. Use video completion views where supported lesson video is part of the completion requirement.
When a learner appears incomplete, open the learner progress timeline or detailed report to confirm the missing requirement before contacting them.
Possible problems or common mistakes
If managers cannot see a Gradebook view, check manager permissions and page setup.
If video completion is missing, check that the video was watched through the supported lesson page while logged in.
If a manager sees the wrong team, check department, team and role assignments.
Do not assume a video view proves competence. It proves viewing activity where tracking is supported; assessments, evidence or sign-off may still be required.
Team Attendance And Missed-Session Reporting
What it is
Team attendance reporting shows whether learners attended scheduled live sessions. Missed-session reporting highlights learners who did not attend required sessions or who may need rebooking.
This is useful for blended learning, workshops, webinars, practical sessions and any training where attendance is part of the completion evidence.
How to use it
Create live sessions through the Professional live session tools, then record attendance after the session. Corporate reporting can then show attendance by company, department, team or manager scope.
Use missed-session reports to contact learners or managers. Decide whether the learner needs a replacement session, manual correction or a different completion route.
Include attendance evidence in reports or audit exports where attendance is part of the training requirement.
Possible problems or common mistakes
If attendance does not appear in Corporate reports, check the session, learner account, corporate account and attendance record.
If managers see missed sessions for the wrong learners, check manager scope and team assignment.
If attendance is required for completion but learners still complete without attending, check completion rules.
Do not record attendance before confirming who actually attended.
Corporate Bulk Actions And Data Tools
What it is
Corporate bulk actions and data tools help administrators manage larger volumes of learners, seats, assignments, reports or retained data. They are useful when a corporate account has many learners or when training records need controlled maintenance.
These tools are powerful. Bulk changes can affect many learners or records at once, so they should be used with clear filters, a backup and a confirmed business reason.
How to use it
Use bulk tools only after filtering to the correct corporate account and record type. Start with a small test set where possible.
Use data retention and cleanup tools according to the organisation’s data policy. Decide whether records need to be retained, anonymised, archived or removed.
Use export or audit tools before major data changes if you need a record of the previous state.
Possible problems or common mistakes
Do not run bulk actions on All Accounts unless that is genuinely intended.
If a bulk action affects the wrong learners, recovery may require restoring from backup.
If data retention removes records too early, reports and audit evidence may be incomplete.
Do not use cleanup tools simply to make screens look tidy. Training records often have a reason to exist.
Corporate Shortcodes
What it is
Corporate shortcodes display the front-end pages used by managers, assessors and learners for corporate workflows. They normally sit on pages created by Corporate Setup.
Shortcodes are technical names and must remain exact. Public page text can say Holographic Training LMS or HoloLMS, but the shortcode itself must not be renamed.
How to use it
Use Corporate Setup to create pages wherever possible. Confirm the manager dashboard page contains the corporate dashboard shortcode, the assessor portal contains the external assessor shortcode, and document acknowledgement contains the document acknowledgement shortcode.
Place shortcodes in normal WordPress content areas or shortcode-capable widgets. Test the output as the correct user type because some screens show nothing unless the viewer has the right account or token.
Keep corporate pages out of normal sales navigation unless they are meant to be public entry points. Manager and assessor pages are functional portal pages, not marketing pages.
Possible problems or common mistakes
If a shortcode appears as plain text, check that the page executes shortcodes and that the Corporate add-on is active.
If a page loads but no records appear, check the viewer’s manager permissions, learner assignment, assessor token or document assignment.
If the wrong page appears, check whether a duplicate page exists and whether Holographic Training LMS Corporate is using the correct one.
Do not edit shortcodes to make them look nicer. Change the surrounding page content or styling instead.
Corporate Shortcode Reference
The following shortcodes are technical shortcode names used by Holographic Training LMS Corporate and its required base features. Do not rename them. Public wording should use Holographic Training LMS or HoloLMS, but shortcode names must remain exactly as registered by the plugin.
| Shortcode | What It Displays |
|---|---|
[hcd_corporate_dashboard] | Corporate manager dashboard. |
[hcd_external_assessor_portal] | External assessor portal. |
[hcd_corporate_document_acknowledgements] | Corporate document acknowledgement page. |
[hcd_dashboard] | Learner dashboard inherited from Core. |
[hcd_course] | Single course view inherited from Core and Professional. |
[hcd_module] | Single module view inherited from Core and Professional. |
[hcd_lesson] | Single lesson view inherited from Core and Professional. |
[hcd_quiz] | Lesson quiz screen inherited from Core and Professional. |
[hcd_assessment] | Module assessment screen inherited from Professional. |
[hcd_final_exam] | Final exam screen inherited from Professional. |
[hcd_evidence] | Evidence submission area inherited from Professional. |
[hcd_evidence_portfolio] | Evidence portfolio inherited from Professional. |
[hcd_certificates] | Learner certificates inherited from Professional. |
[hcd_certificate_verify] | Certificate verification page inherited from Professional. |
[hcd_live_sessions] | Live session information inherited from Professional. |
[hcd_gradebook] | Gradebook view where enabled. |
[hcd_tutor_dashboard] | Tutor dashboard inherited from Professional. |
[hcd_tutor_marking_queue] | Tutor marking queue inherited from Professional. |
Recommended Corporate Build Workflow
- Install Core first. Corporate depends on the main Holographic Training LMS foundation.
- Install Professional second. Corporate depends on Professional course delivery, assessment, certificate and reporting tools.
- Install Corporate third. Activate the Corporate add-on after Core and Professional are active.
- Activate licences. Confirm both Professional and Corporate licence status where both are required.
- Run Setup. Create learner, Professional and Corporate pages.
- Save WordPress permalinks. Refresh routing after required pages are created.
- Build the course structure. Create courses, modules, lessons, quizzes, assessments and final exams where needed.
- Configure Professional delivery tools. Set certificates, protected content, live sessions, attendance, Gradebook, evidence, tutors and reports as required.
- Create the corporate account. Add the company or client organisation and seat allowance.
- Add organisation structure. Create departments, teams, roles and learner profiles where needed.
- Create managers. Link managers to the corporate account and set scoped permissions.
- Assign seats. Assign learners individually or in bulk and confirm access emails where used.
- Create assignment rules. Assign required training by company, department, team, role or profile.
- Configure compliance tools. Add training needs, expiry rules, document acknowledgement, practical sign-off and external assessor access where needed.
- Check risk and reports. Review the risk dashboard, Corporate reports, scheduled reports and audit export settings.
- Test with real roles. Test as administrator, learner, corporate manager and external assessor where used.
- Launch only after testing. Confirm learner access, manager scope, reports, evidence, sign-off, document acknowledgement and audit exports before handing the system to the customer.
Corporate Support Checklist
Before opening a support request, collect the Holographic Training LMS Corporate version, Professional version, Core version, WordPress version, PHP version, licence status, affected page URL, corporate account name, learner email if relevant, manager email if relevant, course name, exact steps to reproduce the issue, screenshots if useful, and any visible error message. Do not include passwords, payment card details, private keys or licence keys in normal support messages.