Features Documentation

Forma CLoud plugins and extensions

Corporate Plugins

Extend your Forma Cloud with powerful enhancements, designed for corporate training

Corporate Plugins

Audit Trail

Settings

Plugin settings are available under

Admin >  Settings > Plugin Manager > AuditTrail- Plugin Settings.

Here, you can activate or deactivate the logging and visibility of each event.

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Log Report

The report of logged events is visible under

Admin > Report > Audittrail

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Event Details

Details for the logged event are visible, clicking on the “show” button:

audittrail_log_details_screenshot.PNG

Corporate Plugins

Course Alert

Features Description

This plugin introduces a new notification feature to automatically send custom reminders for courses:

  1. Login Reminder: user has not begun the course X days after enrolling
  2. Completion Reminder: user has not completed the course X days after the first access
  3. Course Closing reminder: user has not completed the course X days before the course end date (if set)
  4. Course Completed: When a user completes the course, they automatically receive a notification confirming their course completion
  5. Certification validation reminder: this reminder is added by the "Retraining" plugin

Each reminder can be activated separately for each course.
For each reminder, it will be possible to set a standard text or a custom notification text and scheduling.

Cron Job

To allow the system to properly work you need to set up a cron job on your server calling periodically (i.e every 10 minutes) the following URL: 

[platform_url]/plugins/CourseAlert/Cron/cron.coursealert.php

Reminders activation and settings

The course alert function is available for every course. From the course management page, just click on the new envelope icon to access the configuration panel:

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This will open a configuration panel where you’ll be able to:

  1. Select one or more reminder for each course
  2. Define to send them by e-mail and/or popup the message upon user login
  3. Time Settings:
    • Define how many days after or before the “trigger” your reminder should be sent. 
    • Interval: how many days to wait before resending the notification
    • Repeat: how many times the alert will be sent/shown to the user
    • Reset: flag to rest upon saving the settings. All the notifications for this alert will be sent again.
  4. Set a custom notification text
  5. Notification Log: see a log of all the notifications sent to users in this course

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Notification text customization

Writing a custom message

The message field for each notification displays a default text (the text that has previously been set under language management): just click on the text area and start writing to enter a custom text, if you want this course to have a custom reminder.
Conventional HTML tags can be used for text formatting.
Obviously we recommend using standard text, it makes maintenance much easier. 

DynamicTags

The following dynamic tags are available to customize your Course Alert notification text:

Edit the default message

The default text message can be edited through the standard Forma language management features. The plugin adds another set of keys, so you can find the messages you need to customize by filtering for "course alert". 

Time Settings

Interval days

The Interval days parameter controls the minimum gap between two consecutive displays of the same pop-up to the same user. For example, with Interval days = 3, after clicking "Remind me later" the user will not see that pop-up again for at least 3 days. Setting Interval days = 1 means the pop-up can reappear on the following day's first login

Repeat days

Indicates how many times the alert should be re-proposed.

Note: By entering a value of 0, the system will continue to show the pop-up or send the email indefinitely until the required action is completed.

Reset Notifications

The Reset Notifications checkbox is available for each alert type in the configuration panel.
When this checkbox is selected and the configuration is saved, the system deletes the notification history (send log) for that alert type on the selected course. This means:
All users who had previously received this alert — including those who had reached the maximum number of repetitions — will be eligible to receive it again.
The repetition counter (sent_times) is cleared for all users associated with this course and alert type.
The alert cycle restarts from scratch as if no notification had ever been sent.
This is useful, for example, after updating the course content or extending the course deadline, when it makes sense to re-notify users who had already been informed.

Note: Reset Notifications only affects the selected alert type for the selected course. Other alert types and other courses are not affected.

Pop-Up Alert

When the Pop-up delivery method is enabled for an alert, the system checks at each user login whether any active alerts apply to that user. If so, the pop-up will appear at the next login.

The pop-up presents two action buttons:

Closing the pop-up (×): Dismisses the pop-up for the current session only, without incrementing the repetition counter or updating the last-send date. The pop-up will reappear at the next login unless an action is taken by clicking one of the buttons

If user is enrolled to multiple courses requiring notifications, multiple popups might be displayed at the same time:

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Notification Log

A log of all the notification sent to users can be accessed:

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Sending Criteria

Global Sending Criteria

Before sending any notification, the system always checks:

  1. Active user: the user account must be active  
  2. Active course: course status must not be archived, deleted, or suspended  
  3. Maximum number of sends: if set to 0, sends without limit; otherwise stops at the configured number
  4. Minimum interval between sends: does not resend until the configured number of days has passed since the last send

Specific Sending Criteria

Login Reminder  

Purpose: reach enrolled users who have never opened the course.  

Users receive the notification if:  

Completion Reminder  

Purpose: prompt users who have started the course but have not yet finished it.  

Users will receive the notification if:  

Course Closing Reminder  

Purpose: notify enrolled users that the course has an upcoming end date.  

Users will receive the notification if:  

Course Completed  

Purpose: notify the user that they have completed the course.  

Users will receive the notification if:  

Certificate Expiry — Retraining (Certificate Validation Length Reminder) 

Purpose: notify users that the certificate obtained upon course completion has expired, prompting them to retrain.  

This notification is managed by the Retraining module and is only available when that module is active on the platform.  

Users will receive the notification if:  

Corporate Plugins

Doko

Plugin Installation, removal and update

Global settings

Plugin settings are available under

Admin >  Settings > Plugin Manager > Doko > Settings

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Using Doko

Doko “Package”

When a user completes a course, Doko creates a zip package containing several documents:

[Immagine]

The package is available in two ways:

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The .zip file includes:

  1. the certificate in a .pdf format
  2. the .xls reporting with the user’s tracking data (the same that can be found under the users-object grid)
  3. A test printout, with the detail of the answers given by the user in the final test

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Course Settings

The plugin adds a new section in the course creation or editing wizard. 

It’s called “course certificate delivery” and it appears under “documents upload”. 

If you expand this section, these are the settings you can configure: 

If you send without selecting the other options, your e-mail will include the user’s certificate and the print-out of the tests completed by the user. 

You can also include other documents, see below: 

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Finally, the e-mail can be sent either upon course completion (once every time a course has been completed) or with a cron (once a day).

Custom Text

If you don’t flag “use custom text”, the e-mail will be sent with the text that you set under language management. 

If you flag it, then you’ll be able to have a different customized text for every course. You’ll also be able to use the tags that you see in the image above, dynamically customizing the text with the user ID, the date, the company, and the course name.

LO Report

A pdf document reporting the completion status on LO, that can be printed and signed by the student

This can be inserted in the doko package, or manually generated for each student from the course subscription management page:

image.png

Signature Sheet

This feature generates a PDF document to collect students signatures in classroom courses.

The Signature Sheet can be downloaded clicking on the new icon in the course list:

signature-sheet_icon.PNG

Settings

By default, the signature sheet will add the course logo as a header.

You can set a custom header and footer in course settings:

signature-sheet.settings.PNG

Adviced size for the header image is 720x100px

If no header image is set, course and sponsor logos will be used instead.

A default header image can be named  course_signature_sheet_header_image.jpg and uploaded via FTP under /files/Doko/signature

Corporate Plugins

Landing Generator

Plugin Description

The Landing Generator Plugin allows the creation of a custom login and registration page for each course, featuring:

Global Configuration

The plugin requires the Forma API’s to be enabled and fully configured under

Administrator > Settings > General Configuration > API & SSO

Check the official forma documentation for details on the API configuration

Features

Plugins features are available inside the standard menu edit form. Go to: 

Admin > Elearning > Course

And click to edit your course

Plugin Settings will be available under the tab “course landing”:

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Notes: 

  1. platform registration must be enabled
  2. to retrieve the node ID, go to user management, right-click on the “assign users” icon and copy/paste the link URL to your notepad. The node ID will be the last number in the URL, i.e: http://testing.formalms.org/testing/appCore/index.php?r=adm/usermanagement/assignuser&id=4

Multiple Templates and URL

The landing generator only creates landing pages with the default URL. 

But if you simply change the part of your URL before the /index.php and replace it with the desired, different, URL it will also work with your other templates and URL’s.

[Your Platform URL]/index.php?r=lms/courseaccess/show&courseId=1&nodeId=1&no_redirect

Finally, it’s a good idea to use URL shorteners

Landing Page Layout

This is an example of how your login/registration page will look like. 

If you inserted the course logo it will display on the left, and if you inserted the sponsor it will display on the right.

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Corporate Plugins

Lotify

Setup and Configuration

Plugin Settings

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Notification minutes expire: notification expires if not sent within the amount of minutes set. Note: if set to 0 all notifications will be suspended.

Notification Google Enabled: enable the use of Google short URL services

Platform Settings

Some settings are needed on your LMS and on the plugin for the correct functioning of the shortlinks that allow direct access to the LO’s and that are sent together with the notifications: 

  1. Enable Single Sign-On on your platform, from the settings > System settings > Forma API & SSO

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  2. Insert your Google API Key in the plugin configuration panel

Configuration > Plugin Manager > Lotify - Settings.

If you don’t have an API Key, you can get one here: https://developers.google.com/maps/documentation/embed/get-api-key

Text message (SMS) Service

To enable text message (SMS) notifications, configure your LMS with the credentials of your service provider, under:

Settings > System Configuration > Settings > SMS

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Note: Forma Lms is natively configured to work with www.skebby.it. This feature will be removed in Forma 4.x

Cron Job

You need to set up a cron job on your server, to allow the system to properly work, launching periodically this URL: 

[platform_url]/plugins/Notification/Cron/cron.notification.php

Standard notification

The plugin adds a new icon to the Learning Object Management panel:

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Clicking on this icon, you are taken to the settings panel where you can control the notifications for every LO:

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Notification View Log: from this link you’ll be able to extract a log of the notifications you sent 

Notification is Active: enables the sending of the notifications for this LO. 

The notifications will be sent upon the publication date you set in the properties of the object itself. 

If you didn’t set a date, the notifications will be sent upon saving the form. 

You can send notification either by e-mail or by SMS (text message to a mobile phone). 

Notification Text: insert here the notification text. It’s possible to customize your text with the following placeholders: 

[USERNAME]: userid

[USER_COMPLETE_NAME]: first and last name

[COURSE_NAME]: course name

Send on publish date: the notification will be sent on the day set as “start publishing date” in LO properties

Send on: lets you set the day and time for sending the message

Reset last send date: by selecting this option, upon saving, the last send date will be reset. Use this option if you want to re-send the notification to users who have already received it. 

NOTE: EMAIL SENDER
The e-mail sender will be the same that you set in the general settings of your LMS for general notifications.

NOTE: SENDING CONDITIONS
Users that completed the course or the LO will be excluded by the notification

Sending a short url

The short-url inserted in the notification messages with the [URL] tag allows to directly open the object, bypassing the login to the LMS and the access to the course. The process happens in a way invisible to the user. Every link is unique for a specific user. 

It’s important to: 

Advanced notification

For the TEST objects there is an advanced settings feature that allows you to manage text, planning and recipients of your notifications.

Adding a new notification

1.From “Learning Object Management” panel click on “edit test”:

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2. Click on “Notification Management”:

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3. Add a new notification:

image.png4. Notification settings:

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Scheduling Notifications

Lotify allows for a very flexible scheduling of notifications:

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Send every: lets you choose the frequency, from 1 (every day) to 7 (every week)

How many notifications a day: self-explanatory, for every sending you have to specify a time

Time: at what time the notification will be sent

Active from – to: You can set your notifications to be sent only from a specific date to a specific date

Exclude Saturdays and Sundays: self-explanatory

Reset last send date: resets the last send date, so you can resend your notifications even to users who have already received them

Setting the recipients 

When you create a new notification, you can choose if you want to send it: 

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This option is only available upon creating a notification. Then you’ll be able to edit it from the user's icon:

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Troubleshooting

A User didn’t receive a notification 

  1. Verify that in the user profile there is an active e-mail address and/or a correct mobile phone number 
  2. Check the user status on course and learning object: only users with status “subscribed”, “In progress” or without a completion date will receive the notifications
  3. Check the plugin setting for “notification minutes expire” is not set to 0 (zero)
  4. Verify if the notification log has some errors (see paragraph 2.1) 

Resend a notification to a user

If a user didn’t receive a notification or has canceled it by mistake, it’s not possible to resend it directly from the system, but you can do as follows: 

  1. Access the notification settings panel (see 2.1 and 2.2) 
  2. Open the notification log. The log lists all the cron call, sorted by time. Look for the notification text you want to resend and copy it. Please find the right user and the right text, because short-urls are personal
  3. Send the user the text you copied with a direct e-mail or text message

The system asks for a password

If the user is asked for a password after clicking on the shortlink, it might be that the user was set to force the change of password upon first access. In that case, inform the user about how to reset password or give him a new one. 

Send Conditions

Notifications are NOT sent in these cases:


Corporate Plugins

Test Charts

Description

The plugin extends the standard functionality of the “Evaluation Register” module in LMS format, integrating:

These exports will allow further statistical analysis activities on the answers provided to the tests administered on the platform

Export answers details

The plugin“TestChart”adds, by clickingon the histogram in the Evaluation Register two LINKS:

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Aggregated answers

Aggregate responses: which reports the aggregated data of the answers provided by all the users who took the test


AD_4nXeLoK4bW1KRDgOfzwxHP0O82g82tKoHJrebqqzyxirJ37eT4gv-9ElJuhBrqrLkTisAQ9ku41g2Rb65m4UePXbU2e1JLL_ETxF0GievRIUARpaC4LJSAzBhQBibjk4hEF_MlgoeUg?key=xXmzVRiypvEEgrXcb8hEAQ

Detailed Responses

Detailed Answers: where for each individual user the question, the answer provided and the score obtained are reported, for all the questions in the test

AD_4nXf6Pz52kEDFmEtQ9m-e-dnOC82FilRl2-8vQqGJfAfnck8fOcM7eGiCWwQNxENCO8N9UzM77JyO-9qHE4TDQ9-z8XlNaQMsBlbATAmLMWE1acTEVjKZo98WjSo0ivB-aCpQssuuLA?key=xXmzVRiypvEEgrXcb8hEAQ

Export Detailed answers to individual questions

Export the list of all answers given by users to the specific question.

The file can be integrated with data from additional personal data fields, based on the selection set in the export configurations for each test.

Charts for question categories

The plugin integrates statistics from answers to tests with a new “Statistics by Category” tab, which shows a graph of correct answers aggregated by question category


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Export and chart configuration

In the test configuration, the plugin adds the Link: Test Chart Management, which allows you to configure the data of the .csv file that is extracted

AD_4nXdd2vp-xiSuL1clO46ocA9XSddf0lDAnG5j48b8b9l5e0AW98QaTNy-cV7HeaJ0jryopMpmlgbp_83f94umACpyGfN9cxaiEETJVbWlbg5VWCbZ6fXHlS7gJMXz-zSiSzGMay0P4A?key=xXmzVRiypvEEgrXcb8hEAQ



AD_4nXdGcdWF38ZB6bb1D6qftpV9n0d5dEuh2T43PLnk78Vy1pkXchQhJefldrod7irX1IwaNiR2Q776ebTqIWLf9V9Ybn_m50QwCuupxG8BEcI5bHdLxjfRyIY558O3PnVPHRX__axV?key=xXmzVRiypvEEgrXcb8hEAQ

Corporate Plugins

Retraining

 Plugin Retraining

Courses that belong to mandatory training, such as all safety-related courses, have an expiry date. After that date, participants are required to complete the course again. Managing this process can be quite complex, but the Retraining plugin makes it simple and automated.

1.    Sets the course validity period

2.    Automatically checks conditions the validity of a course for each user has expired or is about to expire

3.    Resets the user’s status on the course

4.    Sends a reminder to users X days before the expiry date

5.    Maintains the certificate history

1.  How to set the validity days of a course

Go to Administration/Elearning/Courses

and click the Edit icon for the course in which you want to set the validity days

 BJoKTNNYmkG7ZDbh-embedded-image-mpksmghr.png

In the “Time Options” section, enter the number of validity days. For example, if a course is valid for one year, enter 365.

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2.  How to check course validity for each user from the reports. 

When creating a report, simply add the “time before expiring” field
to the fields to be displayed in the table. 

In the newly created report, a column will appear showing the days remaining until course expiry for each user

UIIgIYsYwBUbahp3-embedded-image-yuqmzydl.png

 

3. How to reset the user’s status

When a user needs to retake the course, the administrator can manually reset their status by clicking the appropriate icon.

Go to Administration/Elearning/Courses

and click the enrolled users icon for the course whose users’ status you want to reset.

Click the “Reset” icon ES6nTO92t7EaSbGY-embedded-image-zdmduijp.png

When the pop-up opens, click the OK button


uIT3D1ebdTXJjss5-embedded-image-pb46yyv9.png

 

4. How to send a reminder to users X days before the course expiry date

Retraining integrates with Course Alert to notify users by adding a dedicated reminder:

Enabling notifications:

The configuration panel of Course Alert (and the specific integration for Retraining) allows you to precisely define how, when and how many times a user should be prompted.
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A. Selecting the Sending Mode

For each type of reminder (e.g. "Certificate validity reminder"), the administrator can choose one or both channels:

·        E-mail: Sends a message to the user's email inbox.

·        Pop-up: Activates a blocking alert within the platform at the time of login.

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Defining Scheduling Fields

The numeric fields determine the notification lifecycle:

        Send to users after X days: Defines the timing of the first send relative to the triggering event (e.g. after receiving a certificate or after enrolment).

        Interval days: Specifies how much time must pass between one send (or pop-up display) and the next. This avoids overwhelming the user if they do not act immediately.

        Repetition days (or Number of repetitions): Indicates how many times the system should re-present the alert.

 Technical note: Setting this value to 0, the system will perform an infinite send until the user completes the required actiona.

         Reset Notifications: If checked, allows the send cycle to be re-initialised for users who have already received reminders previously.

Pop-up Notification

The introduction of the pop-up system transforms a simple passive notification (email) into a guided and immediate action. This feature is designed to maximise the renewal rate of expiring courses.

 Display (Entry Phase):

Dynamic Interaction (Selection Phase)

Once the pop-up is displayed (e.g. "Certificate validity reminder"), the user has two main options: D7XpO06q4GfQhzUw-embedded-image-j7z92ify.png

By clicking "Retake the course",

Al06tYUJUKFRUPBv-embedded-image-b1yzcdgc.png

Once confirmed, the pop-up displays the final button:

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Advantage: The user goes from login to course access in just 3 clicks.

 5. Certificate History

Each user, in their own Certificate Area, will be able to generate and download all certificates obtained upon course completion (even when the previous year’s completion status has been reset)

 5B53xUiAPnE5a6Ik-embedded-image-krhms2yu.png

Corporate Plugins

Templedit

Template Management

Templedit section is located in Administration (gear wheel) > Settings> templedit.

From this page you can see a standard template, and you can create new templates, edit and update the existing ones.

settings.png

Add new template: enter the name of new template and press the "Add template" button: a copy of the standard template is created, ready to be modified.

Update Templates: in some cases, platform upgrades will require to updated some template core files. Use this button to update your templates to the latest versions while maintaining your style anche images changes.

Overwrite Images: selecting this option when updating a template, also the template images folder will be owervritten. Useful if you manually replaced template icons.

Setting your platform standard template

Last step, to set the created or modified template as the default template you need to go to: administration (gear wheel) > settings> system configuration > settings.
In the Main Options tab open the "Default Template" drop-down menu and select the desired template.

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Template Settings

Once created, you can configure your template by clicking on edit, you will then be able to:

·        Set the basic colors of the template (see legend below)

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·        Edit the custom.css file: all styles in this file will overwrite the standard classes and colors set in templedit.

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Note: do not remove the first line @import url('templedit.css'); which is added when you first save the template

Color Legend

Below is a small legend of the color entries that can be set to help the user set their own style.

We have set the various fields with different colors to make their display clear.

legenda.png

1. color navbtn-bg: indicates the tabs found on the course home page
2. color navbtn-bg-inter: indicates the color of the tabs when they are selected or when you move the mouse over them
3. color wrapper-bg: indicates the background color of the course filter on the home page
4. color primary: indicates the color of the main elements of the model, i.e. titles and texts
5. color secondary: indicates the color of the secondary texts (e.g. section titles on the administration welcome page
6. color info: indicates the color of the texts of the titles of the sub-sections on the administration welcome page
7. color warning: indicates the color of the completion check mark for learning objects, specifically when they have been started and not completed
8. color error: indicates the color of the completion check mark for learning objects, for example when you take a test and fail it
9. color success: indicates the color of the completion check mark for learning objects when they are successfully completed
10. color action-button: indicates the color of the 'Create new' button in the course's learning object management to create a new LO

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The legend above is intended to guide the user in setting up their own style for the platform, the images used serve as examples and it is possible to find any tabs, banners, etc. in other parts of the platform.

Corporate Plugins

Extended Domain Settings

The "Extended Domain Settings" plugin is an advanced tool for multi-domain management of the e-learning platform. It allows you to configure and manage multiple platform instances under different domains, each with their own customized settings.

The plugin extends the standard domain settings with most of the options you have for the global platform configuration, this way each domain will behave as an independent platform. For each of your client you will be able to setup different registration modes, home-page settings, SSO token, and much more

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Plugin Configuration

Access to Configuration

The plugin is accessible through the administration panel:

  1. Access the administrative panel

  2. Navigate to the "System Configuration" section

  3. Select "Domain Settings"

Domain_settings_configuration.png

By default domains will inherit the global platform settings, and any configuration change made to a specific domain will override the default ones

Domain Profile Management

Creating New Domain Profile

To create a new domain profile:

  1. Click on the "Insert" button (green)

  2. Fill in the required fields: 

domain_settings_config.png

domain_settings_insert.png

To add a new domain to your Forma Cloud check our Email & DNS settings documentation

Edit an Existing Domain Profile

To modify an existing profile:

  1. Locate the profile in the list

  2. Click on the "Edit" button (blue)

  3. Update the necessary fields

  4. Click "Save changes" to confirm

domain_settings_edit.png

Profile Deletion

To delete a profile:

  1. Locate the profile in the list

  2. Click on the "Delete" button (red)

  3. Confirm the operation

domain_settings_delete.png

Advanced Configuration

Domain Settings

Title and Branding

domain_settings.png

Main Options

Language and Localization

domain_settings_main_options.png

User Management

Access Configuration

domain_settings_user.png

Password Management

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User Registration

domain_settings_register.png

E-Learning

Course Configuration

domain_settings_e-learning.png

E-Commerce

domain_settings_e-commerce.png

Advanced Configurations

Google Integration

domain_settings_advanced_google.png

Security Configurations

domain_settings_advanced_security.png

API and Authentication

SSO Configuration

IMPORTANT NOTICE: Unlike Forma's standard global configurations, in multidomain, users will be authenticated based on the email field, not the username. This allows the same person to be registered on the platform with different user accounts.

You will be able to create different SSO configurations for each domain:

Allowing SSO only for domain users

The plugin adds a new additional field, "Assigned Domain", to associate users to a domain. Note that:

Forma.LMS API

You will be able to create different configurations for API access for each domain

IMPORTANT NOTICE: Providing API access to different companies in multi-client platforms is strongly discouraged: the system is not able to filter data by domain with potential privacy risks

Authentication Method

The system supports three authentication methods:

  1. Single Access Code
    • Uses a single code for all API access
    • Simple but less secure option
  2. Token Generation on Each Connection (Default)
    • Generates a new token for each API session
    • More secure as tokens have limited lifespan
    • Recommended for production environments
  3. Secret Key Authentication
    • Uses a permanent secret key for authentication
    • Balance between security and simplicity
API Configuration Options

Api_&_Authentication.png

Best Practices

Naming Convention

Template Management

Security

Troubleshooting

Domain Not Reachable

Template Not Displayed

Email Problems

Corporate Plugins

SAML Integration

Corporate Plugins

User Impersonation

1. Introduction

The User Impersonation plugin for Forma LMS allows authorized administrators to temporarily access the platform as another user.

The plugin is intended for support and debugging activities: an administrator can verify what a specific user sees in the LMS, reproduce access issues, and check course visibility or navigation problems without asking for the user's credentials.

During impersonation, the platform shows a visible banner and prevents learning tracking from being written as the impersonated user.

2. Installation and Activation

  1. Go to Administration > Plugin > Plugin Management.
  2. Locate User Impersonation in the plugin list.
  3. Click Install and then Activate.

When activated, the plugin registers:

3. Plugin Configuration

No external API credentials are required.

After activation, access depends on the administrator level and on the standard Forma LMS visibility rules:

The plugin requires Forma LMS 4.2 or later.

4. User Impersonation from User Management

4.1 Starting an Impersonation Session

Within the user management area:

  1. Open Administration > Users > User Management.
  2. Find the user to verify.
  3. Click the Impersonate action available on the user row.
  4. Confirm the operation.

After confirmation, Forma LMS switches the current session to the selected user and redirects the administrator to the LMS area.

The administrator can then navigate the platform with the same visibility and permissions as the selected user.

5. Active Impersonation Session

While impersonation is active, Forma LMS displays a red banner across the interface.

The banner shows the impersonated user and includes the Stop Impersonation action.

During the session, the plugin:

6. Stopping Impersonation

To return to the original administrator session:

  1. Click Stop Impersonation in the banner.
  2. The plugin restores the original administrator user.
  3. Forma LMS redirects back to user management.

The stop action is protected by a token and the session ID is regenerated when impersonation starts and stops.

If the session expires while impersonation is active, the plugin writes a timeout entry in the audit log.

7. Reports and History

The plugin provides an Impersonation Log page for super administrators.

The log shows:

The log can be filtered by administrator and by impersonated user.

8. Security Notes

The plugin is designed for support and troubleshooting, not for normal user activity.

Main safeguards:

Videoconference

Integrating Forma Cloud with external videoconference services

Videoconference

GoToWebinar

The plugin allows the integration between the FormaLms eLearning platform and the GoToWebinar video conferencing cloud service.

The version of API used for integration is the “GoToWebinar API Reference V2”.

Event creation

[immagine]

The following information is required when creating and editing an event.

[immagine]

The user who creates the event will receive an email informing them that they have already registered for the event with the role of co-organizer.

Please note: due to a restriction of the GoToWebinar service it’s not possible to create “immediate” new sessions, but you must always set a starting time that starts in a few minutes from now, or the classroom will not be created. 

Delete Event

You can only delete an event if it’s not expired

Enroll users to an event

The participants who can be selected for a GoToWebinar event are among the users enrolled in the course with which the video conferencing function is associated.

Creation of the Co-organizers

The users with whom it is possible to associate the role of co-organizer are selected from the users registered for the event.

Session recording 

For a past event, it is possible to withdraw from the GoToWebinar cloud, the related link associated with the virtual classroom registration. A virtual classroom event begins when the co-organizer authorizes the start.

Once the event is over or when the co-organizer leaves the session, the registration processing phase begins. The registration link is available when registration processing is complete. When you have the link of the session, you can publish it in the “Registrations” section in the “Past events” tab.

The participant will have the opportunity to view the registration link, directly from the list of their expired events.

Report

The report allows you to track participation to the single session, displaying login and logout date and session duration. 

Please note: the event session begins when the co-organizers authorizes the event start.

Videoconference

Key Meeting

The plugin allows the integration between the FormaLms eLearning platform and the Key Meeting video conferencing cloud service: it allows instructors to create virtual rooms directly from courses and manage registrations in sync between the Forma database and the KeyMeeting room.

Plugin Settings

General Plugin settings are available from the administration plugins management section, where you have to fill in the API URL, your username and the API key and Secret Key provided by Keymeeting. 

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How to fill in the settings

You can find your Account ID here, on your Keymeeting control panel:

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Managing Events

Event creation

KeyMeeting events will be created and managed from the “Video Conference” module in course teacher area, usually it should be located in the Student Area or Collaborative area: as a Teacher you must be able to manage events, but students must be able to attend. 

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The following information is required when creating and editing an event.

Role of the host

The meeting host is the Forma Lms account who creates the meeting, regardless if he’s a course administrator or a teacher (it depends on the menu permissions). It’s recommended to keep Keymeeting’s credentials handy, in order to launch the meeting if requested.

Deleting an event

You can only delete an event if it’s not expired

Enroll users to an event

The participants who can be selected for an event are among the users enrolled in the course with which the video conferencing function is associated.

  1. In the event list, click the "User Approval".
  2. A table will appear showing all users enrolled in the course.
  3. Selection: Select the row of the users to be enabled.
  4. Confirm: By clicking "Confirm", the system:
    • Saves the booking.
    • Sends the data to KeyMeeting to generate unique access links.
    • (Optional) Sends the invitation email with the direct link.

Please note that only users with an associated and unique email can be enrolled. Click on “user approval” to enrol users.

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Accessing an event with Single Sign On

Users will be able to access a meeting both from within a course or, if enabled, from the "videoconference tab" in the MyCourses area

Enter an event from the course

From the “active” TAB, learners will be able to access the meeting in SSO, without having to insert user and password. They just have to click on the Keymeeting icon

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Videoconference TAB

If you enable the videoconference TAB you will also see the live events, the calendar and the past events on the top menu. You will also be able to access the meeting from there.

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Report

The report allows you to track participation to the single session, displaying login and logout date and session duration. The log will be visible in the “History” button.

At the end of the event, in the History area of the Video Conference module, the administrator can view:

ECM Pack

Add-on features designed for the italian ECM training

ECM Pack

Agenas

1 Configuration

1.2 Plugin Configuration

Plugin settings are available under

Admin >  Settings > Plugin Manager > Agenas- Settings. 

 

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1.3 Plugin Removal

To remove the plugin, go to

settings  > plugin manager

  1. Click “Deactivate”
  2. Click “Uninstall”
  3. Click “Plugin Purge”

1.4 Reinstalling and updating the Plugin

To update or reinstall the plugin 

  1. Follow the uninstallation procedure
  2. Go to:

Settings > System Configuration > Advanced > click “Clear Twig Cache”

2 Using Agenas plugin

2.1 Creating a Customer Satisfaction test. 

The plugin lets you use the Customer Satisfaction test to enable users to send a copy of their questionnaire to Agenas. 

Please add a regular Forma Lms test. Add the description and, in the bottom left area, you will find a checkbox. Flag the “gradimento” checkbox to enable using the test as an ECM Customer Satisfaction test. 

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Then insert the 5 questions requested by Agenas. All of them need to be SC questions. You should also inser an ET (extended text) question to let users insert some examples of commercial bias, and a TL (title) element to tell users that in the following screen they will be able to send the test to Agenas. 

Question 5 is the one where you should insert the reference to the sponsor, if applicable. 

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Remember: even if there is no right or wrong question, you are still supposed to insert a “correct” answer. 

Please remember to set a “0” passmark (in the score management section)

Also remember (test option)  to: 

That’s all. 

2.2 What the user will see

After completing the test, the user will be prompted in this screen, with the preselected “no”. He is supposed to click on “conferma registrazione del test”. 

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Managing SCORM

Managing SCORM

Gestire lo SCORM in Forma Cloud

Best practices and troubleshooting in managing with SCORM objects

Informazioni Generali

Cos'è lo SCORM

SCORM significa Modello di Riferimento per Oggetti di Contenuto Condivisibile ed è una raccolta di specifiche tecniche che consente lo scambio di contenuti digitali in maniera indipendente dalla piattaforma.
Un pacchetto SCORM è un archivio .zip che contiene:

Versioni supportate: SCORM 1.2 e SCORM 2004.

Lo SCORM quindi non specifica un formato di file che possa rappresentare l'oggetto didattico: qualsiasi formato può essere incluso in un pacchetto SCORM, a seconda del fatto che l'oggetto sia preposto a comunicare con un LMS o ad essere un oggetto di un supporto che non comunica con la piattaforma di e-learning. Se questo oggetto è programmato per comunicare con la piattaforma prende il nome di SCO, se invece è un oggetto di supporto prende il nome di ASSET. Un asset ad esempio è un’immagine o un video contenuto all’interno delle cartelle dello SCORM. 

Standard e Authoring supportati in Forma Cloud

SCORM: Forma supporta SCORM nei formati 1.2 e 2004

Qualunque oggetto SCORM che rispetti questi standard dovrebbe funzionare correttamente, ma in alcuni casi si sono riscontrate anomalie dovute agli strumenti di authoring utilizzati per generare il pacchetto. Ad oggi vengono caricati e fruiti regolarmente oggetti SCORM realizzati con i seguenti tools:

Best Practices

Checklist prima del caricamento

  1. Verifica la struttura: testa il pacchetto con SCORM Cloud o Rustici Validator.

  2. Nome del file: evita sempre spazi e caratteri speciali (accenti, apici, virgolette, parentesi ecc.), è una buona pratica in generale per qualunque file da elaborare e gestire su un applicativo web ;). A questo proposito, si veda questa guida alla gestione dei nomi file per gli oggetti SCORM. 

  3. Compressione: tutti i file devono essere nella radice dello zip, in particolare il manifest non deve mai essere in una sottocartella

  4. Peso massimo: il peso massimo consentito per il caricamento di files in Forma Cloud è di 1 GB. In ogni caso, se il tuo file supera i 300 o 400 mb ti consigliamo di provare la procedura di caricamento via FTP

  5. Backup: conservare sempre una copia del pacchetto originale.

Importante: il nome del file è una cosa diversa dal titolo del corso. Nell’attributo titolo del tuo SCORM puoi usare gli apostrofi, e se proprio non ne puoi fare a meno pure le parentesi. 

Configurazione oggetto SCORM prima della pubblicazione

Prima di pubblicare un oggetto SCORM da caricare in Forma LMS, è necessario definire correttamente i criteri di tracciamento, poiché influenzano la modalità di monitoraggio del corso in piattaforma. In fase di esportazione, è possibile scegliere tra:

Nota
Le ulteriori opzioni dipendono dal tool di authoring utilizzato (es. Articulate, Captivate, ecc.), ma ai fini dell’integrazione con Forma LMS, i parametri sopra indicati sono essenziali per garantire un corretto tracciamento.


Caricamento su Forma Lms

Puoi scaricare un pacchetto SCORM su Forma Cloud all'interno di qualsiasi corso come per gli altri materiali didattici. Se hai dubbi puoi fare riferimento alla documentazione ufficiale di Forma LMS.

Quando carichi un oggetto SCORM, Forma fa due cose: 

Cos’è il checkbox “Lista completa oggetti”?

Questo checkbox appare in basso a sinistra in fase di caricamento dello scorm. Ignoralo, nel 99,99% dei casi non ti serve. 

Va usato solo nel caso di SCORM “multiSCO”, ossia uno SCORM fatto da tanti SCORM.

Test di Fruizione

Prima di aprire il corso ai tuoi utenti, esegui sempre un test completo di fruizione:

  1. aprire il corso come utente
  2. Eseguilo per intero provando eventuali interazioni
  3. Verifica che il tracciamento sia corretto e il modulo risulti completato

Puoi controllare se il tuo SCORM ha dei problemi di fruizione o di tracciamento anche prima di caricarlo su Forma, usando il servizio gratuito SCORM Cloud: https://app.cloud.scorm.com/. Questo servizio ti dirà se il tuo oggetto viene riprodotto e tracciato correttamente rispetto allo standard SCORM. Tuttavia non necessariamente ti dice se è stato pubblicato correttamente per Forma Lms, si veda infatti il paragrafo precedente.

Troubleshooting

Problemi al caricamento o al lancio dell'oggetto

Errore: imsmanifest.xml non trovato

Se al caricamento (Area Docente – Gestione oggetti didattici – Carica nuovo – SCORM – Sfoglia – Carica content package) il sistema ti dice che non trova quel file (è un alert giallo) , vuol dire che non c’è 😊. 

I motivi possono essere due: 

Errore: quota exceeded

Se al caricamento il sistema restituisce l’alert giallo “quota exceeded” vuol dire che hai raggiunto il “peso” massimo che hai impostato in piattaforma per i corsi. Di default su Forma Lms è 500 mb. Niente paura: è un’impostazione che puoi modificare, dalle configurazioni generali di Forma Lms / elearning. Puoi inserire la dimensione che ritieni giusta. Questa impostazione si applica a tutta la piattaforma.

 

Errore: Timeout o 500

Se durante il caricamento il ristema risponde con errori di timeout o errrori 500, significa che non è in grado di completare l'inserimento dello zip in piattaforma, generalmente potrebbe dipendere da 2 tipi di problemi:

In questi casi, testare prima l'oggetto su scormcloud come indicato sopra

Problemi durante la fruizione 

Di seguito elenchiamo alcune possibili problematiche durante la fruizione dell’utente, con le relative cause e soluzioni. 

Il corso non si apre

Corso non si apre → popup bloccati o cache da pulire.

Completamento dell’oggetto (spunta verde / arancione)

L’oggetto SCORM, una volta completato, dovrebbe presentare la spunta verde. 

Se un utente sostiene di averlo visto tutto senza ottenere la spunta verde, le cause (e relative soluzioni) possono essere molteplici. 

In linea generale, è opportuno poter intervenire sul sorgente del corso, perché le opzioni di pubblicazione possono influire sul completamento. 

Cause possibili

Risposte da dare allo sviluppatore

Problemi di “segnalibro”

L’utente rientra nell’oggetto e NON viene portato nel punto in cui era rimasto (nella slide o nella sezione in cui era uscito). 

In questo caso, la ragione è quasi sicuramente che l’oggetto 

  1. è molto lungo (più di 50 slide)

  2. è stato pubblicato per SCORM 1.2 anzichè 2004, 4° edizione

Lo standard 1.2 ha dei problemi coi dati di “segnalibro” in corsi molto lunghi. In un caso come questo la soluzione è ripubblicare il corso per SCORM 2004.

Lancio lo SCORM e non funziona

Innanzitutto dobbiamo capire cosa significa esattamente “non funziona”. Ci possono essere comportamenti diversi con cause diverse. 

Non trova le risorse

Se lanci lo SCORM e lo “SCORM player” si apre con una pagina di errore in cui dice che non trova gli asset, questo vuol dire che la cartella creata da Forma al caricamento esiste ancora, ma è vuota. Probabilmente qualche collega ha cancellato gli asset che vi erano contenuti. 

Soluzione: ricarica SOLO gli asset nella cartella, via FTP. Si veda sezione apposita. La buona notizia è che probabilmente non hai perso il tracciamento. 

Lo SCORM si apre, ma non riproduce i video che contiene

Se i video sono “embeddati” da YouTube o Vimeo o simili, controlla

Altri problemi:

Managing SCORM

Caricare gli SCORM via FTP

Caricare gli oggetti Scorm via FTP

Questo è un metodo alternativo di caricamento che può essere utilizzato in due casi, sia per il primo caricamento che per la sostituzione. 

Perché usare questo metodo?

Ci sono due motivazioni principali per usare questo metodo:

Caricamento iniziale

1. Creare un file zippato con solo il manifest

Il primo step è creare un pacchetto SCORM che contenga solo il manifest, ossia l’indice del corso.

Occorre individuare il file manifest nella cartella in cui abbiamo pubblicato il corso. L’esempio sotto è la tipica cartella di output di uno scorm realizzato con Storyline:

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Comprimiamo questo file e magari nominiamolo con un nome “parlante”. Tecnicamente, anche questo è un pacchetto scorm.

 

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2. Caricare il manifest in piattaforma

A questo punto, carichiamo il nostro “mini-scorm” in piattaforma con le solite modalità:

3. Caricamento degli asset del corso

Andiamo nel nostro account FTP e raggiungiamo la cartella che è stata creata in automatico dalla piattaforma.

Si tratterà

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Entriamo nella cartella, e carichiamo via FTP tutti i file contenuti nella cartella in locale dentro a cui abbiamo pubblicato il corso tranne appunto il manifest (perché lo abbiamo appena caricato da solo).

Una volta completato il caricamento, il gioco è fatto. Il nostro Learning Object (LO) a questo punto è correttamente fruibile in piattaforma.

Sostituzione di scorm già esistenti

La sostituzione degli scorm avviene allo stesso modo, con l’esclusione del primo step:

Naturalmente quando cancelliamo i file vecchi il LO sarebbe inaccessibile, per cui possiamo valutare di chiudere temporaneamente il corso finché non abbiamo ricaricato i file aggiornati. L’operazione solitamente dura pochi minuti. 

Come individuare la cartella in cui è contenuto uno SCORM?

Lancia lo SCORM, vai su “strumenti di sviluppo” del tuo browser e potrai individuare il nome della cartella che stai cercando. A seconda del browser (Edge, Chrome, Firefox…) la sezione potrebbe essere raggiungibile con percorsi diversi, ma con CTRL + MAIUSC + I dovrebbe aprirsi in automatico


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Archived pages and instructions for features and pliugins no more supproted

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Prestashop

1. Installation and Configuration

The Forma Lms / Prestashop plugin is actually 2 separate plugins. 

One to be installed to Prestashop, one to be installed to Forma Lms. 

You can install them in no particular order, but they have to be both fully installed and configured for it to work properly. 

1.1 Install the plugin to Prestashop

Login to your Prestashop e-commmerce site as Administrator, install the “commerce.zip” plugin to PrestaShop “modules” section.image.png

After installing it, look for Forma Lms Commerce in the “modules” section

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and click on “configure”

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You need to provide 2 settings: 

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Insert the URL of your Forma Lms installation, and choose a code that you will use to link courses between the 2 environments. You can choose any code you like, you will have to use the same code in Forma as a “prefix” to the course code. More on that later. 

1.2 Plugin Install to Forma Lms

The plugin is called “formalmscommerce.zip”. 

You can install the plugin by uploading the zip package from the menu

Admin > settings > plugin manager

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  1. Select the zip file from your computer and click upload
  2. Click “plugin Install”
  3. Click su “plugin activate”

1.3 Enable the Forma Lms API’s

Go to the administration section, then click on

Settings > system configuration > settings > API and Authentication

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1.4 Plugin Removal

To remove the plugin, go to settings  > plugin manager and:

  1. Click “Deactivate”
  2. Click “Uninstall”
  3. Click “Plugin Purge”

1.5 Reinstalling and updating the Plugin

To update or reinstall the plugin 

  1. Follow the uninstallation procedure
  2. Go to:

Settings > System Configuration > Advanced > click “Clear Twig Cache”

    3. Reinstall it, following the installation instructions

2 Using the Prestashop plugin

2.1 Creating a course and linking it to Prestashop

Create a course in your Forma Lms installation, and use the same prefix that you have chosen in Prestashop

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After the prefix, please insert a colon and a unique ID. The resulting code will link the course in Forma to the related product in Prestashop. 

For example, formalab:1

2.2 Creating a product in Prestashop and linking it to Forma

In Prestashop, from “Catalogue” go to “Products”. 

2.3 How to buy a course

Once everything is set up in Prestashop and Forma, you’re ready to start selling courses on your Prestashop e-commerce website. 

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The user chooses a product, then proceeds to check out. 

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If the user already has an account, he just pays. 

If not, he’ll register a new account and will receive an automatic e-mail with his credentials. 

After registering, the user will also be registered to Forma Lms. 

If the user pays with credit card, the order status will automatically be “Accepted” and he will automatically be enrolled to the same course in Forma Lms. 

If the payment is with wire transfer, you will need of course to manually accept his payment and “update status” in order for the Prestashop to Forma workflow to be closed.

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Plugin Installation

General procedures for plugin installation, update, and removal

Please note that since January 2025 Forma Cloud plugins are not available anymore for public download. This page is kept as a reference only for legacy users.

Plugin installation

You can install the plugin by uploading the installation zip package from the Forma LMS plugin manager. Log in your Forma installation as super-administrator and browse to:

admin > settings > plugin manager

  1. Select the zip file from your computer and click upload. The plugin will now be listed in the available plugins table.
  2. Click “plugin Install”
  3. Click on “plugin activate”

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Plugin removal

To remove the plugin, go to settings  > plugin manager and::

  1. Click “Deactivate”
  2. Click “Uninstall”
  3. Click “Plugin Purge”

Plugin Update

To update or reinstall the plugin: 

  1. Follow the uninstall procedure
  2. Go to Settings > System Configuration > Advanced > click “Clear Twig Cache”

What happens if I installed the wrong version and my Lms crashes?

Never mind, you can always disable a plugin from your DB by setting to 0 the value of the “active” field in the core plugins table. This is the query you have to launch from the SQL panel of phpMyAdmin to modify the field:

UPDATE `core_plugin` SET `active` = 0 WHERE `name` = 'Coursealert';

Of course this is an example based on Coursealert. Replace the value with the name of the plugin you want to disable.

Translations

Plugin translations can be edited and managed via the standard Forma language manager.

Just search for some word or filter by the selected plugin, and translate as for any other Forma label.