ZINFI UPM GuideLearning Management for Channel Partners

01

Introduction

ZINFI's UPM platform includes an advanced, integrated Learning Management Plus (LMS+) application that seamlessly connects partner users to e-learning standards-based content — SCORM, AICC, xAPI, and cmi5 compliant. The LMS+ application allows channel partner organizations to build training, assessments, and certification materials for their end users and deliver them online through browser-agnostic technology.

With ZINFI UPM's LMS+ application, your organization can train channel sales reps in "bite-size" increments using microlearning principles — administering, documenting, tracking, reporting on, and delivering multiple courses and training programs across the entire channel network.

Certifications Management

The LMS+ application makes it fast and easy for organizations to set up certification programs for channel sales, marketing, and technical teams. You can leverage existing SCORM, xAPI, cmi5, and AICC compliant courses and assessments or custom-develop your own. Key capabilities include:

Manage visibility of certification programs and assign them to specific user groups based on competency level.
Group and sequence courses to guide learners through a structured multi-course certification path.
Automatically issue certifications upon completion of all required coursework.
Upload localized certification programs in multiple languages for global channel teams.

Courses and Materials Management

The LMS+ application allows your organization to configure and associate multiple courses with a specific certification program. You can manage custom sections and course materials by uploading single-context materials/content and tracking assessments. The application interoperates with all SCORM, xAPI, AICC, and cmi5 content libraries, and supports:

Publish date and expiration date settings per course to simplify course validity management.
Individual participant dashboards for personal performance tracking and engagement.
Supported learner tracking and reporting executed automatically after course creation.

Assessments Management

Learners are automatically assessed and receive ratings or grades based on their performance. These metrics become part of the learner's record and can be shared across multiple learning activities. Assessment management capabilities include:

Associate various assessments with multiple courses and track individual progress.
Manage assessment visibility via password protection.
Set up assessments in local languages for channel users across the globe — track all progress under one roof regardless of language or geography.
02

Courses

Accessing Courses

To navigate to the Courses module as a partner user:

  1. Click Enable from the top navigation menu.
  2. Click Learning > Courses in the left menu bar.
Enable menu showing Learning and Courses navigation path
Enable module landing page — navigate to Learning > Courses in the left sidebar.

View Courses

Clicking Courses from the left menu opens the View Courses page, displaying all courses assigned to the partner organized by category. For each listed course, the following information is shown:

Field / ButtonDescription
Title / NameClickable course name (blue font) that opens course details for editing sections, assessments, and general management.
DurationTotal duration of the course.
CreditsCredit points awarded for completing the course.
Reward PointsReward points awarded on successful course completion.
DescriptionShort description of the course content and objectives.
Enroll (button)Enrolls you in the course. Enrolled courses move to the My Enrolled Courses category in the category tree.
Learn More (button)Opens the course details panel from the right side of the screen.

Use the List View or Thumb View toggle buttons to change the visual layout of courses.

View Courses page with category tree and course listings
View Courses page — category tree on the left, course cards on the right with Learn More and Enroll buttons.
Course list in List View showing course details
List View — courses displayed with full detail rows including duration, reward points, and action buttons.
Course list in Thumb View showing course tiles
Thumb View — courses displayed as visual tiles with course name and category label.

View Course Details

To view the details of any course, click the Learn More button on the course listing. A slide-in panel opens from the right side displaying the complete course information.

Course card with Learn More and Enroll buttons
Course listing card showing duration, credits, reward points, and action buttons.
View Course panel showing course details and information sections
View Course panel — Course Details section (name, description) and Course Information section (credits, duration, reward points).

The View Course panel contains the following sections:

  • Course Information:
    • Course Name — Displays the name of the course content.
    • Credit — Credit points achievable after course completion.
    • Duration — Maximum time (in Days : Hours : Minutes) allowed to complete the course.
    • Rewards Points — Points rewarded after successful completion.
  • Description — A short summary of the course content and objectives.

Enrollment on a Course

  1. Click the Enroll button on a course listing or in the course details panel to enroll in that course.
  2. Once enrolled, the course moves from its current category into the My Enrolled Courses category in the left-side category tree.
  3. From the My Enrolled Courses view, click the Start button to begin working through the course.
Course card showing Enroll button
Click Enroll to register for the course — the button appears on both the course card and the details panel.
My Enrolled Courses view showing enrolled courses with Start button
My Enrolled Courses — enrolled courses appear here with a Start button to begin the coursework.

After clicking Start, the course details panel opens showing the Course Curriculum — a structured table of Sections and Assessments:

View Course panel showing curriculum with sections and assessments
Course Curriculum — sections listed with Available Materials, Completed Materials, Progress bar, and View Section action. A Progress Donut Graph in the top-right auto-tracks overall completion percentage.

The Section Details table contains the following columns:

ColumnDescription
Section NameName of the section (a fundamental unit of the course).
Available MaterialsCount of training materials constituting the section.
Completed MaterialsCount of training materials you have completed.
ProgressVisual progress bar showing individual section completion percentage.
ActionClick View Section to open the section's material list.

The Assessment Name table lists assessments required to qualify for course completion:

ColumnDescription
Assessment NameName of the assessment.
DurationDuration of the assessment in minutes.
ScoreScore obtained in the assessment.
ActionClick Start to begin the assessment.

View Section Details

Click the View Section button in the Actions column of any section row to open the Course Curriculum panel and view the materials in that section.

Section row with View Section button in Actions column
Section row — click View Section in the Action column to open the section's material list.
Course Curriculum panel showing section materials with View, Download, and Mark Complete buttons
Course Curriculum panel — each material item shows its type (Document/Video), credit, and action buttons.

For each material in the section, the following actions are available:

  • View — Opens the file in a browser-based viewer (for readable document types).
  • Download — Downloads the file to your local device.
  • Mark Complete — Marks the material as reviewed and completed. A confirmation pop-up appears asking you to click Accept.
  • Play — Plays video materials (video type shows Play and Mark Complete only).
Document viewer showing a PDF in the browser panel
Document viewer — clicking View opens the material in a side panel for review before marking complete.
Mark Complete confirmation popup with Accept and Decline buttons
Confirmation popup — click Accept to confirm you have reviewed and completed the course material.

After clicking Accept, the Mark Complete button updates to Completed for that material.

Course Curriculum showing Completed button after marking material complete
After acceptance, the button label changes from Mark Complete to Completed.

The section action button label changes dynamically based on how much content has been completed in that section:

Section list showing Start, Resume, and Review button states based on progress
Dynamic button labels — Start (0% complete), Resume (partially complete), Review (100% complete).
Button LabelCondition
StartNone of the training materials in the section have been completed.
ResumeSome training materials are completed, but not all.
ReviewAll training materials in the section are completed.
NOTE

For video materials, only two buttons are displayed — Play and Mark Complete. Once all materials in all sections and assessments are completed, the entire course is marked as completed.

Display Progress Bar in Card View and Thumb View for Enrolled Courses

Enrolled courses display a horizontal progress bar in both Card View and Thumbnail View, providing an at-a-glance visual representation of your learning progress without opening the course details page.

View Enrolled Courses in Card View with horizontal progress bars showing percentage
Card View — horizontal progress bar and percentage shown below each enrolled course name, with Status (Inprogress / Pending) and Start/Resume button.
View Enrolled Courses in Thumb View with progress bars under course tiles
Thumb View — progress percentage displayed under each course tile as a color-coded bar.

Configurable Assessment Retake

The LMS+ application supports a configurable assessment retake limit. The Attempted column in the Assessment table tracks how many attempts have been used out of the total allowed (e.g., 0/3, 1/3, 3/3).

  1. Enroll in an assigned course — the Attempted column shows 0/3 (no attempts used).
  2. Submit the assessment once — the count updates to 1/3. If the score is below passing, a Retake action appears.
  3. Retake the assessment until the total allowed attempts are exhausted (e.g., 3/3).
  4. After the final allowed attempt, the Retake action changes to Review — no further submissions are permitted.
  5. Scores are displayed based on the configured scoring logic after each submission.
Assessment row showing 0/3 attempts and Start action
Initial state — Attempted shows 0/3 and the action is Start. The Progress Donut Graph shows 0% completion.
Assessment row showing 1/3 attempts, Failed status, and Retake action
After first submission — Attempted updates to 1/3, Status shows Failed, and the action changes to Retake.
Assessment row showing 3/3 attempts, Passed status, and Review action
After all attempts used — Attempted shows 3/3, Status shows Passed (score: 10), and action changes to Review.
Assessment Summary page showing question-by-question results
Assessment Summary — detailed review showing correct/incorrect answers per question along with the overall score.
03

Certifications

To navigate to the Certifications module as a partner user:

  • Click Enable on the top navigation menu.
  • Click Learning > Certifications from the left menu bar.

View Certifications

Clicking Certifications from the left menu opens the View Certifications page, showing all certification programs assigned to the partner and organized by category. Certifications can be viewed in List View or Thumb View by clicking the respective toggle buttons.

View Certifications page with category tree and certification cards
View Certifications page — category tree on the left shows My Certifications and All Certifications. Learn More and Enroll buttons appear on each certification card.
Certifications list view showing detailed certification cards
List View — certification listing showing name, description, duration, and Learn More / Enroll buttons.

View Certification Details

Click the Learn More button on any certification listing to open the View Certification panel, which shows complete details of the selected certification.

View Certifications list showing PMM Usability Certification with credits and duration
Certification listing — shows credits (250), duration (53:14:09), and Learn More / Enroll buttons.
View Certification panel showing Certificate Details and Certification Information sections
View Certification panel — Certificate Details section (name, description) and Certification Information section (credits, type, duration, reward points).

The View Certification panel contains the following sections:

  • Certification Information:
    • Certification Name — Name of the certificate related to the course.
    • Type — Type of the certification (e.g., E-learning).
    • Duration — Time allocated for completing the certification (Days : Hours : Minutes).
    • Credits — Credit points allocated for certificate completion.
  • Description — A short description of the certification program and its objectives.
  • Include Courses — Displays all courses that must be completed for certification. A Start button appears for courses not yet begun; a Resume button appears for courses already in progress.
Include Courses section showing course tiles with Start and Resume buttons and progress bars
Include Courses — each course card shows duration, credit, completion progress bar, and Start/Resume action button.
  1. Click Start or Resume on an included course to open a new course panel from the right side.
  2. The course panel shows the Course Curriculum with sections and assessments, along with a Progress Donut Graph tracking overall completion percentage.
  3. Once all courses associated with a certification program are completed, the certification will appear in the My Certifications category. Click Start on the completed certification to open the details page, then click Download Certificate to download your certificate.
Course details panel within certification showing curriculum and progress donut
Course curriculum within a certification — shows sections, available/completed materials, progress bars, and the assessment list with Start button.
Download Certificate panel showing certification information and Download Certificate button
Download Certificate panel — accessible after all courses are completed. Shows certification information and the Download Certificate button at the top.

View Section Details

Within the course curriculum of a certification, the Actions column in the Section table contains two button states:

  • View Section — Appears when the section has not yet been started.
  • Resume — Appears once you have started reading section material (replaces View Section).
Section list within certification showing Resume and View Section action buttons
Section table within a certification course — Resume appears for in-progress sections; View Section appears for sections not yet started.

Clicking View Section or Resume opens the Course Curriculum panel showing all materials for that section. The actions available per material are:

  • View — Displays the file in a browser (if readable).
  • Download — Downloads the file.
  • Mark Complete — Marks the material as complete. Once clicked, the button updates to Completed and the material status is recorded as completed. Once all materials are completed, the Section is completed. Once all Sections and Assessments are completed, the Course is completed.
Course curriculum panel within certification showing Overview and Walkthrough Video materials
Course Curriculum: Wireless Widget Program Overview — Document material shows View, Download, Mark Complete; Video material shows Play, Mark Complete.
NOTE

For video materials, only Play and Mark Complete buttons are available. There is no View or Download button for video content.

Start an Assessment

Each certification includes multiple courses, and each course has its own assessment. To start an assessment from the View Certificate Details page:

  • Click the Start button for the specific assessment in the Assessment Name table.
  • The Assessment page opens showing all questions for that course's assessment.
  • After answering all questions, click Submit Test to submit your answers.
  • Assessment results are displayed immediately — showing pass or fail status and your score.
View Certification panel showing Certification Curriculum with two courses each having their own assessment
Certification Curriculum — each course within the certification has its own set of sections and a linked assessment with a Start action.
Assessment page showing questions and answers with Submit Test button
Assessment page — open-ended and multiple-choice questions are presented. Click Submit Test when complete.

Display Progress Bar in Card View and Thumb View for Enrolled Certificates

Enrolled certifications display a real-time horizontal progress bar in both Card View and Thumbnail View. This allows you to see your learning status at a glance without navigating into the details page.

  • The progress bar reflects the exact percentage of completion.
  • The numerical percentage (e.g., 29%) is displayed clearly on or beside the progress bar.
  • The progress bar updates in real time as you progress through courses and assessments within the certification.

Navigate to Enable > Learning > Certificates > My Enrolled Certificates to view enrolled certifications with their progress bars.

View Enrolled Certifications in Card View showing horizontal progress bars
Card View — enrolled certifications showing horizontal progress bars with percentage labels (e.g., 29%, 0%).
View Enrolled Certifications in Thumb View showing progress bars under certification tiles
Thumb View — progress percentage displayed under each certification tile as a color-coded horizontal bar.
Document ID
ext.prd.005.06
Published
February 27, 2026
Platform Version
UPM 26.x