LearnPlatform Custom Products Guide
LearnPlatform Custom Products
Use this guide to learn how creating custom products can be used to handle educator requests for products that are not yet available in LearnCommunity Library, as well as how to merge your custom listing with a LearnCommunity Library listing in order to send provider applications and track usage of the product via your Inventory Dashboard.
Creation Date: Aug 30, 2024
Created By: Kelsey Zielinski
Table of Contents
- How to create and use custom products to handle educator requests for products that are not available in LearnCommunity Library
- Management of Custom Product Listings
- How to Merge Custom Products w/ Matching LearnCommunity Listings
How to create and use custom products to handle educator requests for products that are not available in LearnCommunity Library
1. From your Management > Requests tab, click on the request
Requests with this logo refer to products that an educator could not find in the LearnCommunity Library. In this example, an educator has requested a product called 'Blue Leaf'.Historically these requests were sent to LearnPlatform to fulfill, but we've updated this process so that requests are routed directly to administrators via the Requests tab, just like your other product requests.
2. Click on View Form Response via the 3-dot menu
We recognize that not every request you receive should necessarily be listed as a product, so you have the opportunity to review the request itself before deciding whether to create a custom product listing for your library.
3. Review the request and click Ok
4. Click on Create Custom Product via the Actions drop-down menu
Having reviewed the educator's product request, I've decided I'd like to proceed with creating a custom product and kick off vetting workflows.
5. Use the same product name/url provided by the educator -or- update the field(s) to widen or narrow your search and click on Next
This product creation wizard allows you to first review any potential matches for products that we have available in the LearnCommunity Library. This search engine not only searches by product name, but also by product URL's.
The benefit of using a LearnCommunity listing includes usage tracking via the Inventory Dashboard, being able to submit provider applications, and access to data, reviews and certifications helpful for your product vetting.
6. Click on Create Custom Product
After reviewing the potential matches, If you don't see the product you're looking for listed in LearnCommunity then continue with creating a custom product.
7. Fill out the required fields, including product name, type, logo and website url.
8. If you would like the product to be added to the LearnCommunity Library, check the box for 'Ask LearnPlatform to review this product for the LearnCommunity Library'.
Once we've added the product to LearnCommunity Library, you'll be able to merge your custom listing with a LearnCommunity Library listing in order to send provider applications and track usage of the product via your Inventory Dashboard.
9. Click on Create Product
10. From the Requests tab I can now kick off workflows for the custom product. Click on the 3-dot kebab for the request that you just created a custom product for - your custom product logo should appear with the request.
11. To close the request, drill down into the product and select 'Close the Request(s)' from the Actions menu.
Management of Custom Product Listings
1. Find your custom product listings in Management > Products - Filter your custom products using Product State > Custom Product, or sort the table using the field 'LearnCommunity Library State'.
2. Edit your custom product listings in Management > Products - Select the custom product you want to edit and on the "Product Settings" page select "Edit Custom Product" near the bottom.
How to Merge Custom Products w/matching LearnCommunity Listings
1. Identify custom products that have LearnCommunity Library 'matches' available -
From the Management > Products tab, select the filter called '# LearnCommunity Matches Available' and select 'Custom Products with Matches'. This will filter your table to only custom products that have LC Library matches available.
2. For the product you want to review, use 3-dot menu to select Review LearnCommunity Matches.
3. Use the link-out arrow to review more information about the product and select 'Confirm Match' to proceed to the next step.
4. Review the system fields that will be updated as a result of the merge process, use the checkboxes to choose whether to keep your custom product name and/or logo and select 'Merge Product Listings'.
ALL of your organization's data and settings that have been attached to the custom product will be carried over to the merged listing. The only changes that result from 'merging' the product are those for product-specific system fields, such as privacy policy links, product description, product images, etc.
4. That's it! You can now use the product listing to send out provider applications and check for usage of the product via the Inventory Dashboard.
