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Reference Guide

Tutorials

Tutorials, guides, and how-tos!

API & Integration

API and integration guide

Forma LMS Basics

Reference Guide

Technical information for system setup and maintenance

Configuration

Reference Guide

List and description of the main configuration settings and features

User Management

Reference Guide

Features for user creation and management: organization chart, groups, administrators, custom fields, roles, competences,...

Course Administration (Backend)

Reference Guide

Backend Course Administration features: subscriptions, courses, categories, catalogs, coursepaths, etc.

Course Features (FrontEnd)

Reference Guide

Frontend Course Management for course administrators, teachers, and students

Learning Objects

Reference Guide

Management of Learning Objects, and detailed description of configuration and usage of each LO type

Contents and Communication

Reference Guide

Features to manage content and communication such as external web pages, communications, and mailings

Reports

Reference Guide

Administration reports creation and management

Layout & Templates

Reference Guide

Managing Template & customizing forma layout

Requirements

Reference Guide Forma LMS Basics

Server Specifications Server type: Linux, Windows, MacOs, Unix, Sun Apache 2.2.x or above (on Windows also IIS can be used) PHP version: Forma 2.x: PHP 5.4.x  to 7.0.x Forma 3.x:  PHP 7.4.x Forma 4.x: PHP 7.4 to 8.1 PHP settings: Fileinfo...

Installation and Upgrade

Reference Guide Forma LMS Basics

INSTALL PROCEDURE Create the database on your dbserver: If the db user has permissions, the installer can create the database for you You can use any db admin tool, such as phpmyadminIf you use a prepackaged webserver on your PC, the default db admin li...

General architecture and definitions

Reference Guide Forma LMS Basics

Login and Registration Main Layout Elements  Language SelectorChange language for the login and registration page. This automatically detects the user browser language. Upon login, language will be set to the user profile language. Course CatalogOpens...

Time Periods (Course credits)

Reference Guide Configuration

Forma allows the creation of time periods related to course credits: Admin > Settings > E-Learning Configuration > Time periods Click add button to insert a new period:  The period is shown in the list: In order to use time periods, enable Credits   A...

Dashboard Configuration

Reference Guide Layout & Templates

The main settings for the dashboard configuration (from Forma 3.x onwards) are available under:  Admin > System configuration > Dashboard Configuration You can create a new dashboard or: Clone/Duplicate Edit an existing layout Assign view permissions ...

Codes

Reference Guide Configuration

Forma allows the creation of subscription codes: Admin > Settings > System configuration > Code Click add button to insert a new Code:  Code features 1 - Code list: Administrator can add new codes and set an unlimited use. Code list shows used codes...

System Configuration

Reference Guide Configuration

Main system configurations are available under: Admin > System configuration > Settings From each tab panel, you can access a different configuration section with different groups of options Most of the options are self-explaining, we will describe the mo...

Event Manager

Reference Guide Configuration

Forma LMS allows notifications to be automatically sent to users. Notification events can be set from: Admin > Settings > System Configuration > Event Manager Notifications Settings This is the list of available notifications: Platform Part of the sy...

I/O Tasks Connectors

Reference Guide Configuration

The I/O (Input Output) system allows Forma LMS data to be exported to and imported from other applications. It is available under: Admin > Settings > System Configuration > I/O Tasks It provides the functionalities to configure and schedule a set of tasks f...

User Area LMS

Reference Guide Layout & Templates

From this area, you can activate and set visibility options for most of the frontend layout modules. Admin > Settings > Elearning Configuration > User Area LMS Main Menu Links Activate / Deactivate the main menu items. Click on the user icon to assign vi...

Question Category

Reference Guide Configuration

You can create an unlimited number of categories that can be used globally to categorize any question in any test or in the question bank. This feature is available for administrators under: Admin > Settings > Elearning Configuration > Question Category

Additional Fields

Reference Guide Configuration

Additional fields can be associated to users, or to other platform entities such as org-chart nodes, courses and learning objects Additional Fields (Users) User additional fields can be created and managed under: Admin > Settings > Additional Fields > Addit...

Plugin Management

Reference Guide Configuration

Plugin Manager From this page, you can manage available plugins and install new ones ACTIONS Settings Edit plugin settings, if available Install Here you can install or uninstall available plugins Purge Completely removes the plugin from th...

Privacy Policies

Reference Guide Configuration

Default Privacy Policy By default, users will be required to accept a privacy policy statement both on login and registration. The default privacy policy text is defined in language management: Admin > Settings > Language Management This option can be di...

Manage Menu

Reference Guide Configuration

You can create and manage menu templates from: Admin > Settings > Elearning Configuration > Manage Menu Menus are “templates” applied upon course creation, so changes applied here won't affect existing courses. To apply changes to existing courses use th...

Language Management

Reference Guide Configuration

Language manager You will find the language management features under: Admin > Settings > Language Management Here you will find a list of the available languages in your platform From this panel it will be possible to: Edit existing languages Import...

Users and organization chart

Reference Guide User Management

Overview The user management page is split into two main parts: Organization Chart: this tree-like structure of folders (nodes) represents the core logic for user's organization, and will be used by most of the other features of the LMS. To simplify user's...

Import Users

Reference Guide User Management

Use this feature to easily import a list of users with custom fields from a CSV file. The CSV file doesn't require a specific structure, the import schema can be set manually for each file upon import. File Options Import Options Send new login credent...

Groups

Reference Guide User Management

Groups are an alternative way to organize users, that can be used in example for cross-node grouping or temporary grouping to simplify some operation. The groups feature can be managed from: Admin > Users > Groups Management Create Groups Use the “new” but...

Administrators

Reference Guide User Management

An “administrator” is a user that can access the LMS backend with limited visibility and permissions ove features, users and courses. You can have an unlimited number of administrators. Three basic steps to set up an administrator: Set some user with the ...