# Shift iQ Docs

## Documentation

- [Welcome!](https://docs.shiftiq.com/getting-started/readme.md): Welcome to the Shift iQ documentation portal.
- [Version 26.1 is live](https://docs.shiftiq.com/announcements/version-26.1-is-live.md): The current version (26.1) was released to Production on February 18, 2026.

## Help Center

- [Help Center](https://docs.shiftiq.com/help/readme.md): Welcome to the help center. We have compiled a list of common questions and answers to help you find tips, insights, and troubleshooting advice. Browse topics. Ask questions. Find answers.
- [Accessing your sandbox](https://docs.shiftiq.com/help/sandbox.md): How to access your system outside the live production environment
- [Working with Markdown](https://docs.shiftiq.com/help/markdown/working-with-markdown.md)
- [Additional Markdown Documentatio](https://docs.shiftiq.com/help/markdown/additional-markdown-documentatio.md)
- [Overview](https://docs.shiftiq.com/help/assessments/overview.md): Build quizzes through high-stakes exams, tie them to a competency framework, and analyze results with item-level reporting
- [Creating Banks and Question Sets](https://docs.shiftiq.com/help/assessments/create-bank.md): Question Banks are used to organize collections of related questions that are to be used together on an exam form.
- [How to use the Assessment Toolkit](https://docs.shiftiq.com/help/assessments/create-bank/how-to.md): Creating an Assessment Form involves a structured approach.
- [Creating a new bank](https://docs.shiftiq.com/help/assessments/create-bank/create-new-bank.md): Question Banks are used to organize collections of related questions that are to be used together on an exam form.
- [Adding Questions](https://docs.shiftiq.com/help/assessments/create-bank/add-question.md): Questions in an Assessment Bank must belong to a set in the Bank, and the Bank must contain at least one set before questions can be added.
- [Choosing Question Types](https://docs.shiftiq.com/help/assessments/create-bank/question-types.md): Shift iQ allows for a wide variety of assessment question types, including multiple choice, true/false, multiple correct, composed response
- [Download and Uploading Assessment Banks](https://docs.shiftiq.com/help/assessments/create-bank/exam-json.md): Select the Assessment Toolkit from the Admin Home Page.
- [Create Tables within Assessment Questions and Answers Options](https://docs.shiftiq.com/help/assessments/create-bank/create-tables.md): Columns can be created within an Assessment Question and the Answer Options.\\
- [Downloading Assessment Sets (\*.md)](https://docs.shiftiq.com/help/assessments/create-bank/downloading-sets.md): Select the Assessment Toolkit from the Admin Home Page.
- [Upload Assessment Sets](https://docs.shiftiq.com/help/assessments/create-bank/upload-assessment-sets.md): Select the Assessment Toolkit from the Admin Home Page.
- [Set Question Settings, Rationale and Prerequisites/Triggers](https://docs.shiftiq.com/help/assessments/create-bank/question-settings.md)
- [How to Print a Question Bank/Assessment Form to PDF](https://docs.shiftiq.com/help/assessments/create-bank/print-bank-pdf.md): \_See below the steps to generate a PDF document that lists all the questions in an Assessment Bank, including comments by administrators.\_
- [Reordering Questions and Sets](https://docs.shiftiq.com/help/assessments/create-bank/reordering-questions-and-sets.md): After Questions are created in a Set, administrators are able to reorder those questions if needed.
- [Creating Exam Specifications & Forms](https://docs.shiftiq.com/help/assessments/specifications-forms.md): Specifications and Forms are used to control the organization and availability of exams to learners
- [Using Specifications](https://docs.shiftiq.com/help/assessments/specifications-forms/using-specifications.md): Every Bank will contain at least ONE Specification. Specifications provide the rules that determine which questions will be contained on an exam Form.
- [Creating a Specification](https://docs.shiftiq.com/help/assessments/specifications-forms/creating-specification.md): Static Specifications can be used to generate exam Forms. This allows administrators to specific which questions should be on the Assessment Form.
- [Applying Specification Criteria](https://docs.shiftiq.com/help/assessments/specifications-forms/specification-criteria.md): Once the Specification has been created, you can apply filtering criteria to refine which questions are displayed on the exam Form.
- [Creating a Form](https://docs.shiftiq.com/help/assessments/specifications-forms/creating-a-form.md): Each Specification can have one or more Forms. Forms are used to deliver the actual questions during the exam and control the availability of the exam.
- [Adding Questions to a Form](https://docs.shiftiq.com/help/assessments/specifications-forms/add-questions-form.md): Under the Forms tab click on the Add button and select Questions or Add Existing Questions
- [Adding Reference Materials to a Form](https://docs.shiftiq.com/help/assessments/specifications-forms/reference-materials.md): Administrators can add Reference Materials for Online Sessions (Acronyms, Formulas and/or a Document).
- [Creating Tabs in an Assessment Form](https://docs.shiftiq.com/help/assessments/specifications-forms/creating-tabs.md): Please note: Tabs can only be enabled if the Specification Type is set to Static. Tabs cannot be enabled if the Specification Type is set to Dynamic.\*
- [Adding Timers to Tabs](https://docs.shiftiq.com/help/assessments/specifications-forms/adding-timers-to-tabs.md): When Sections as Tabs is enabled and Tab Navigation is disabled, you can set timers for individual sections (tabs) within the assessment form.
- [Editing Assessment Questions and Forms](https://docs.shiftiq.com/help/assessments/editing-forms.md): Review, publish, test, and update assessment forms after the question bank is built
- [Review exam Form details prior to publishing](https://docs.shiftiq.com/help/assessments/editing-forms/review-exam-form.md): Open the Assessment you wish to Review.
- [Advanced question searches](https://docs.shiftiq.com/help/assessments/editing-forms/search-for-questions.md): Admins can perform advanced searches in the Questions tab by using advanced search syntax.
- [How to publish an assessment form](https://docs.shiftiq.com/help/assessments/editing-forms/publish-exam-form.md): 1. Navigate to the Exam Form in the Form Tab.
- [How to test an Exam Form](https://docs.shiftiq.com/help/assessments/editing-forms/test-exam-form.md): After an Form was created for an exam, an Administrator can test the Form by Publishing or Pre-Publishing the Form.
- [Pre-Publish an Assessment Form](https://docs.shiftiq.com/help/assessments/editing-forms/pre-publish-exam-form.md): An Administrator can Pre-Publish an Assessment Form for testing purposes. You will be able to complete the Assessment Form and submit your attempt.
- [Edit Assessment Questions](https://docs.shiftiq.com/help/assessments/editing-forms/edit-questions.md): Depending on the Organization setting, Administrators are able to edit existing Assessment questions.
- [Manually Analyze Assessment Attempts](https://docs.shiftiq.com/help/assessments/editing-forms/analyze-exam-attempts.md): How the system analyzes an assessment attempt automatically and how to trigger the analysis manually
- [Working with Images in Assessments](https://docs.shiftiq.com/help/assessments/editing-forms/editing-images.md): There are two easy ways to add an image to an assessment question:
- [Creating a New Version of a Question](https://docs.shiftiq.com/help/assessments/editing-forms/creating-a-new-version-of-a-question.md): After creating questions for a bank, you may need to update or revise the questions or answer options while still keeping the original question data
- [How to Add/Remove Questions from a Assessment Form](https://docs.shiftiq.com/help/assessments/editing-forms/how-to-add-remove-questions-from-a-assessment-form.md): 1. Open the Assessment Form and click the Action button.
- [Safe Exam Browser (SEB)](https://docs.shiftiq.com/help/assessments/safe-exam-browser.md): Safe Exam Browser is a web browser environment to carry out e-assessments safely.
- [Organization Checklist for SEB errors](https://docs.shiftiq.com/help/assessments/safe-exam-browser/seb-error-checklist.md): Before reporting an exam issue to Shift iQ support, gather the below information:\<br>
- [Moving Assessment Banks (and retain Competency mapping)](https://docs.shiftiq.com/help/assessments/moving-assessment-banks.md): We've implemented the ability to move Assessment Banks from one Organization to another, and ratain the original Competency mapping.
- [Single-Question Quizzes](https://docs.shiftiq.com/help/assessments/single-question-quizzes.md): Short, single-question assessments used for typing speed, data entry, and similar skills checks
- [Typing Speed Quiz](https://docs.shiftiq.com/help/assessments/single-question-quizzes/typing-speed-quiz.md): The Typing Speed quiz is an assessment designed to measure how fast and accurately someone can type.
- [Data Entry Quiz](https://docs.shiftiq.com/help/assessments/single-question-quizzes/data-entry-quiz.md): Configure, deliver, and review the data-entry single-question quiz
- [View Single-Question Quiz Attempts](https://docs.shiftiq.com/help/assessments/single-question-quizzes/single-question-attempts.md): View and review attempts learners have made on single-question quizzes
- [Overview](https://docs.shiftiq.com/help/contacts/overview.md): The Contacts toolkit is where you can create and edit all the contacts and groups that exist for your organization.
- [Adding New Contacts](https://docs.shiftiq.com/help/contacts/adding-new-contacts.md): From the Admin Home Page, select Contacts toolkit.
- [Upload Contacts](https://docs.shiftiq.com/help/contacts/adding-new-contacts/upload-contacts.md): This feature is generally used to upload multiple NEW contacts records into your Contact toolkit.
- [User Self-Registration](https://docs.shiftiq.com/help/contacts/adding-new-contacts/user-self-registration.md): If your organization would like to allow users to create their own accounts and access some content without a manual approval step, we can configure
- [Adding access to bulk upload contacts](https://docs.shiftiq.com/help/contacts/adding-new-contacts/bulk-upload-contacts.md): Any organization's admins can upload NEW contacts with the bulk upload tool.
- [Creating and Managing Groups](https://docs.shiftiq.com/help/contacts/group-management.md): Users are able to lookup specific groups that were created by going to the Contacts Toolkit on the Admin Home Page, and selecting Groups under
- [Create a New Group and Adding People to the Group](https://docs.shiftiq.com/help/contacts/group-management/adding-new-group.md): Select the Contact toolkit on the Admin Home Page and select the Groups counter below the Contact Group heading.
- [Editing or Deleting Groups](https://docs.shiftiq.com/help/contacts/group-management/edit-groups.md): Note that some of the options below are only available to admins with Write and Delete access.\*
- [Editing Contacts](https://docs.shiftiq.com/help/contacts/editing-contacts.md): This screen contains all of the information related to each contact in Shift iQ.
- [Adding Impersonate Permission](https://docs.shiftiq.com/help/contacts/editing-contacts/impersonate-permissions.md): To add Impersonation permissions, please contact an Shift iQ administrator by submitting a Support Ticket or emailing support@shiftiq.com.
- [Password Resets](https://docs.shiftiq.com/help/contacts/editing-contacts/password-resets.md): Method 1 - User resets their own Users can also reset their own passwords by clicking the Reset my password button on the initial login window.
- [Searching Contacts](https://docs.shiftiq.com/help/contacts/editing-contacts/searching-contacts.md): You can view as little or as much information as you want on the search results page such as:
- [Review and Edit a Contact](https://docs.shiftiq.com/help/contacts/editing-contacts/review-details.md): The Person Edit screen is one of the most frequently used screens in Shift iQ.
- [Understanding Permissions and Roles](https://docs.shiftiq.com/help/contacts/editing-contacts/edit-permissions.md): Managing a contact's Roles and Permissions is a key part of an Administrator's job in Shift iQ. Here are some things to keep in mind when doing so.
- [Access Control and Roles Settings](https://docs.shiftiq.com/help/contacts/editing-contacts/access-control.md): Find the User you want to add/remove/review Access Control or Role Settings (see Searching Contacts).
- [Archive Users](https://docs.shiftiq.com/help/contacts/editing-contacts/archive-users.md): If a user is no longer needed, or requests to remove their personal information, you are able to archive the user from the system.
- [Overview](https://docs.shiftiq.com/help/courses/overview.md): Build courses with lessons, surveys, assessments, images, videos, and SCORM packages, with content paths driven by learner permissions
- [Creating and Editing Courses](https://docs.shiftiq.com/help/courses/create-course.md): Select the Courses Toolkit on the Admin Home Page and then select Courses counter at the top of the page.
- [How to Add and Remove Units, Modules and Lessons in a Course](https://docs.shiftiq.com/help/courses/create-course/adding-lesson.md): Click on the Plus icon next to the Module where you want to add the New Lesson.
- [Publishing a Course to your Learner Portal](https://docs.shiftiq.com/help/courses/create-course/publish-course.md): There are 2 ways to Publish a course to the portal:
- [Setting Prerequisites](https://docs.shiftiq.com/help/courses/create-course/setting-prerequisites.md): By setting Prerequisites in a course, Learners must satisfy these prerequisites before the activity is available to start.
- [Setting up Course Notifications](https://docs.shiftiq.com/help/courses/create-course/course-notifications.md): Administrators can setup Course Stalled Notifications and Course Completed Notifications.
- [Adding Hyperlinks and Videos](https://docs.shiftiq.com/help/courses/create-course/add-hyperlinks-videos.md)
- [Changing font color of the Course](https://docs.shiftiq.com/help/courses/create-course/changing-font-color.md): How to change the content font color for an entire Course:
- [Adding Privacy Settings to a Course](https://docs.shiftiq.com/help/courses/create-course/course-privacy-settings.md): Privacy settings can be applied to a course to restrict access to specific users or groups, ensuring that only authorized individuals can view
- [Adding a Course Image](https://docs.shiftiq.com/help/courses/create-course/adding-course-image.md): An image can be added for the Course tile, when the Course is Published to the Portal.
- [Add a Course to a Catalog](https://docs.shiftiq.com/help/courses/create-course/add-a-course-to-a-catalog.md): From the Course home page (/ui/admin/courses/home):
- [Adding and Editing Lesson Content](https://docs.shiftiq.com/help/courses/add-content.md): Add and edit lesson content: text, images, links, videos, and Microsoft Word imports
- [Add Course Content](https://docs.shiftiq.com/help/courses/add-content/add-course-content.md): With your course outline now created, content can be added for each lesson.
- [Adding Images](https://docs.shiftiq.com/help/courses/add-content/adding-images.md): You are able to drag and drop a picture from file into the body of the content.\\
- [Adding Links](https://docs.shiftiq.com/help/courses/add-content/adding-links.md): You are able to add web links or email addresses in the text of your content.
- [Adding an Embedded Video](https://docs.shiftiq.com/help/courses/add-content/embedding-video.md): To embed a video on a Course, you will need to upload the video to either Vimeo or You Tube.
- [Add New Lesson From Microsoft Word](https://docs.shiftiq.com/help/courses/add-content/lesson-from-word.md): We are working on a new feature that will simplify the process of converting a Microsoft Word document into a Shift iQ lesson, using a utility
- [Working with SCORM and Shift iQ Courses](https://docs.shiftiq.com/help/courses/scorm-courses.md): Upload SCORM packages, configure SCORM Cloud, and embed SCORM lessons in Shift iQ courses
- [How to Upload a SCORM Course to SCORM](https://docs.shiftiq.com/help/courses/scorm-courses/upload-scorm-course.md): Login to \<a href="https://cloud.scorm.com/sc/guest/SignInForm" target="\_blank">https://cloud.scorm.com/sc/guest/SignInForm\</a>
- [SCORM Cloud connection settings](https://docs.shiftiq.com/help/courses/scorm-courses/scorm-settings.md): First, find the SCORM Cloud AppId for the tenant. This is in the SCORM Cloud control panel here:
- [Embedding a SCORM package in your Shift iQ Course](https://docs.shiftiq.com/help/courses/scorm-courses/adding-scorm-courses.md): When adding a SCORM course to Sandbox or Development, if you select SCORM Course for the Link Type then it is set to Preview mode by default and
- [Uploading SCORM with different Languages](https://docs.shiftiq.com/help/courses/scorm-courses/scorm-multi-lingual.md): Login to \<a href="https://cloud.scorm.com/sc/guest/SignInForm" target="\_blank">https://cloud.scorm.com/sc/guest/SignInForm\</a>
- [Overview](https://docs.shiftiq.com/help/events/overview.md): Schedule classes and exam events, manage rosters and seating, and publish registration tiles to learner portals
- [Schedule a New Exam Event](https://docs.shiftiq.com/help/events/schedule-exam.md): Schedule new exam events from the Events toolkit
- [Create a New Exam Event](https://docs.shiftiq.com/help/events/schedule-exam/create-a-new-exam-event.md): Select the Events toolkit on the Admin Home Page.
- [Schedule a New Class](https://docs.shiftiq.com/help/events/schedule-new-class.md): Create, configure, publish, and manage class events end-to-end
- [How to Create a New Class](https://docs.shiftiq.com/help/events/schedule-new-class/create-class.md): From the Admin Home Screen select the Event Toolkit
- [Add and Edit Class Information](https://docs.shiftiq.com/help/events/schedule-new-class/class-information.md): Under the Registration tab, Administrators are able to manually Add Registrations to a class and download different class Reports.
- [Manually Adding/Removing Registrations](https://docs.shiftiq.com/help/events/schedule-new-class/adding-registrations.md): Under the Registration tab, Administrators are able to manually Add Registrations to a class and download different class Reports.
- [Assign Gradebook to Class](https://docs.shiftiq.com/help/events/schedule-new-class/assign-gradebook.md): Navigate to the Gradebooks tab in the Class you created.
- [Add Seating to a Class](https://docs.shiftiq.com/help/events/schedule-new-class/add-seating-to-class.md): Under the Seats panel, select Add Seat
- [Adding Content](https://docs.shiftiq.com/help/events/schedule-new-class/adding-content.md): Content can be added to a class to provide users with a description or additional information about the class they are registering for.
- [Class Privacy](https://docs.shiftiq.com/help/events/schedule-new-class/class-privacy.md): Groups in the Contacts toolkit can be used to set access permissions for the Classes published on the Portal.
- [Class Settings](https://docs.shiftiq.com/help/events/schedule-new-class/class-settings.md): After a Class is created, the following information can be added or edited under the Class Setup tab:
- [Publish Class Registration](https://docs.shiftiq.com/help/events/schedule-new-class/publish-class-registration.md): When you are ready to Publish your Class to the user Portal, search for the Class you created and under the Class Setup tab, click on the Publish button.
- [Adding Class Registration Tile on Portal Page](https://docs.shiftiq.com/help/events/schedule-new-class/add-registration-tile.md)
- [Class Statuses](https://docs.shiftiq.com/help/events/schedule-new-class/class-statuses.md): After a class is created, an administrator will see various statuses appear next to the class.
- [Using Classes for Exam setup](https://docs.shiftiq.com/help/events/classes-for-exams.md)
- [Assign Assessments](https://docs.shiftiq.com/help/events/classes-for-exams/assign-assessments.md): Before attaching an Assessment Forms to a learners registration, you need to attach the required Assessment Forms to the Class.
- [Login Credentials for Exam](https://docs.shiftiq.com/help/events/classes-for-exams/login-credentials-for-exam.md): An Exam Specific Password is generated for a Learner at the time they complete their Class registration.
- [Exam Login Page](https://docs.shiftiq.com/help/events/classes-for-exams/exam-login-page.md): For learners to login for their exam, they need access to the /ui/lobby/events/login page.
- [What Learners see on the Class Registration Portal Page](https://docs.shiftiq.com/help/events/class-registration.md): On the Classes Search page in the Portal, users will see various statuses. The flowchart below illustrates the different statuses visible to users:
- [Overview](https://docs.shiftiq.com/help/cases/overview.md): The Cases toolkit records and tracks customer concerns from intake through resolution
- [Creating Cases](https://docs.shiftiq.com/help/cases/creating-cases.md): Select the Workflows Toolkit on the Admin Home page.
- [Editing Cases](https://docs.shiftiq.com/help/cases/edit-cases.md): Search for the Case you would like to Edit (see Searching for Cases) and open the Case.
- [Search for an Case](https://docs.shiftiq.com/help/cases/edit-cases/search-case.md): Select the Workflows Toolkit on the Admin Home page.
- [View Case History](https://docs.shiftiq.com/help/cases/edit-cases/case-history.md): Select the Workflows Toolkit on the Admin Home page.
- [Download Case JSON File](https://docs.shiftiq.com/help/cases/edit-cases/download-case-json.md): Select the Workflows Toolkit on the Admin Home page.
- [Send Email from an Case](https://docs.shiftiq.com/help/cases/edit-cases/send-email-from-case.md): Select the Workflows Toolkit on the Admin Home page.
- [Case Reports](https://docs.shiftiq.com/help/cases/edit-cases/case-reports.md): Select the Workflows Toolkit on the Admin Home page.
- [Case Documents](https://docs.shiftiq.com/help/cases/case-documents.md): Open the case that you need to upload a document for and click on the Attachments tab.
- [Case Comments](https://docs.shiftiq.com/help/cases/case-comments.md): Add, edit, and delete comments attached to a case
- [Adding Comments](https://docs.shiftiq.com/help/cases/case-comments/adding-comments.md): Open the case that you need to add a comment for and click on the Comments tab.
- [Editing and Deleting Comments](https://docs.shiftiq.com/help/cases/case-comments/editing-comments.md): Open the case that you need to edit the comment for and click on the Comments tab.
- [Overview](https://docs.shiftiq.com/help/messages/overview.md): Author and schedule newsletters, automated notifications, and survey invitations from a single communications hub
- [Sending mailouts](https://docs.shiftiq.com/help/messages/sending-mailouts.md): Schedule message delivery and review delivery reports
- [Schedule Delivery](https://docs.shiftiq.com/help/messages/sending-mailouts/schedule-delivery.md): In the Notification, Newsletter or Invitation, click on the Message Setup tab and click the Schedule Mailout to schedule the mailout.
- [Delivery Report](https://docs.shiftiq.com/help/messages/sending-mailouts/delivery-report.md): Open the Message Toolkit and select Mailout Counter.
- [Managing recipients](https://docs.shiftiq.com/help/messages/managing-recipients.md): Add subscribers, build mailing lists, and handle unsubscribe requests
- [Add Subscribers/Recipients](https://docs.shiftiq.com/help/messages/managing-recipients/add-recipients.md): You can attach multiple mailing lists to one message.
- [Create new Mailing List](https://docs.shiftiq.com/help/messages/managing-recipients/new-mailing-list.md): Creating the Mailing List Group:
- [Unsubscribe from Messages](https://docs.shiftiq.com/help/messages/managing-recipients/unsubscribe.md): How recipients unsubscribe and how administrators manage opt-outs
- [Authoring messages](https://docs.shiftiq.com/help/messages/authoring-messages.md): Create new messages, format their contents, and use placeholders to personalize them
- [Create New Message](https://docs.shiftiq.com/help/messages/authoring-messages/create-new-message.md): From the Admin Home Page, select Messages toolkit.
- [Markdown Reference](https://docs.shiftiq.com/help/messages/authoring-messages/markdown-reference.md): Thanks to The Markdown Guide for providing this list! This Markdown cheat sheet provides a quick overview of all the Markdown syntax elements.
- [Message Placeholders](https://docs.shiftiq.com/help/messages/authoring-messages/message-placeholders.md): When creating the content for an Notification, Newsletter or Invitation, there are Placeholders that can be added in the content.
- [Editing and Formatting Message Contents](https://docs.shiftiq.com/help/messages/authoring-messages/edit-contents.md): Add your message content here using the Shift iQ markdown Content Authoring tool, designed to be fast, light, and easy to use.
- [Organizing messages](https://docs.shiftiq.com/help/messages/organizing-messages.md): Search for and organize existing messages
- [Search for existing Message](https://docs.shiftiq.com/help/messages/organizing-messages/search.md): On the Admin Home Page, select the Messages Toolkit.
- [Overview](https://docs.shiftiq.com/help/records/overview.md): Track learner scores, outcomes, and achievements through gradebooks, achievement templates, programs, and logbooks
- [Creating and Configuring Gradebooks](https://docs.shiftiq.com/help/records/gradebooks.md): Create gradebooks, add grade items, manage learners, and view learner progress
- [Creating a New Gradebook](https://docs.shiftiq.com/help/records/gradebooks/new-gradebook.md): How to create a Gradebook:
- [Editing Gradebook Settings](https://docs.shiftiq.com/help/records/gradebooks/gradebook-settings.md): Edit the settings that control how a gradebook behaves
- [Adding and Configuring Grade Items](https://docs.shiftiq.com/help/records/gradebooks/grade-items.md): split into separate pages if gets too bulky, i.e., Category Grade Items, Score Grade Items, Calculation Grade Items, or split out adding and editing
- [Managing Learners in a Gradebook](https://docs.shiftiq.com/help/records/gradebooks/learners-gradebook.md): how learners are added automatically
- [Learner Progress and Scores](https://docs.shiftiq.com/help/records/gradebooks/gradebook-scores.md): Navigating the Grade Item Hierarchy
- [Gradebook Achievements](https://docs.shiftiq.com/help/records/gradebooks/gradebook-achievements.md): Achievement Tab navigation (gradebook only vs all learner achievements)
- [Gradebook Comments and Periods](https://docs.shiftiq.com/help/records/gradebooks/gradebook-comments-periods.md): Hide/Unhide Comments and Periods
- [Instructor Gradebook Views](https://docs.shiftiq.com/help/records/gradebooks/instructor-gradebook.md): configuration requirements (create a role for Instructors and ask Support to add the appropriate permissions)
- [Creating and Granting Achievements](https://docs.shiftiq.com/help/records/achievements.md): Define achievement templates, grant achievements, and lay out printed certificates
- [Create New Achievement Template](https://docs.shiftiq.com/help/records/achievements/define-achievement.md): On the Admin Home Page, select Records Toolkit
- [Editing Achievement Templates](https://docs.shiftiq.com/help/records/achievements/edit-achievement-template.md): On the Admin Home Page, select Records Toolkit
- [Manually Granting Achievements](https://docs.shiftiq.com/help/records/achievements/manually-grant-achievement.md): In most cases, Achievements will be automatically granted to a learner based on a Course or Gradebook result.
- [Printed Certificate Layout for Achievements](https://docs.shiftiq.com/help/records/achievements/achievement-layouts.md): Printable certificates can be attached to an achievement.
- [Searching and Editing Achievements](https://docs.shiftiq.com/help/records/achievements/search-edit-achievements.md): search options, including criteria and download
- [Learning paths and programs](https://docs.shiftiq.com/help/records/programs-and-periods.md): Creating and managing learning programs
- [Purpose of Programs and How to Create Them](https://docs.shiftiq.com/help/records/programs-and-periods/create-program.md): Open the Records toolkit and then click on the Programs tile under the Programs and Periods heading.
- [Editing and Managing Programs](https://docs.shiftiq.com/help/records/programs-and-periods/edit-program.md): Edit an existing program and manage learners enrolled in it
- [Creating and Managing Gradebook Periods](https://docs.shiftiq.com/help/records/programs-and-periods/gradebook-periods.md): Create and manage gradebook periods within a program
- [Working with Logbooks](https://docs.shiftiq.com/help/records/logbooks.md): Create logbooks, manage their settings and content, and validate learner entries
- [Creating New Logbooks](https://docs.shiftiq.com/help/records/logbooks/create-logbooks.md): Create a new logbook and configure its activities or competencies
- [Managing Logbook Settings and Content](https://docs.shiftiq.com/help/records/logbooks/edit-logbooks.md)
- [How Learners Create and Edit Logbook Entries](https://docs.shiftiq.com/help/records/logbooks/logbook-entry.md): adding portal tile and/or dashboard and/or program so learner can find their logbooks
- [Validating Logbook Entries](https://docs.shiftiq.com/help/records/logbooks/logbook-validation.md): assigning validators
- [Blockchain Certificate Management](https://docs.shiftiq.com/help/records/blockchain.md): Blockchain is a system of recording information in a way that makes it difficult or impossible to change, hack, or cheat the system.
- [Overview of Shift iQ's Blockchain Based Certificate Manager](https://docs.shiftiq.com/help/records/blockchain/certificate-manager.md): Certificate data is of high importance and is intended to be long-lived.
- [Creating and Connecting a Blockchain Wallet to Shift iQ](https://docs.shiftiq.com/help/records/blockchain/blockchain-wallet.md): In order to jump in with Blockchain technology, learners need to have a wallet.
- [Login With Blockchain](https://docs.shiftiq.com/help/records/blockchain/login-with-blockchain.md): Another interesting integration of Shift iQ with Blockchain technology can be found on the login page, this functionality provides our users with
- [Overview](https://docs.shiftiq.com/help/sites/overview.md): Build and host learner portals and external public-facing websites with privacy controls, portal tiles, and shared content management
- [Creating Beautiful Web Sites and Learner Portals](https://docs.shiftiq.com/help/sites/new-portal.md): Build websites and learner portals: pages, tiles, hosts, and the sitemap view
- [Host and Edit a Public Website using Shift iQ](https://docs.shiftiq.com/help/sites/new-portal/create-website.md): To create and setup a new Website, please contact your Shift iQ Account Manager to assist with the initial setup.
- [Have One or More Portals for Your Customers](https://docs.shiftiq.com/help/sites/new-portal/create-portal.md): Create one or more learner portals for your customers
- [Creating Contents for Your Sites](https://docs.shiftiq.com/help/sites/new-portal/create-site-contents.md): From the Admin Home Page, select Sites toolkit. Under the Web Sites heading, click on the Site counter.
- [Using the Sitemap tab to Navigate Site Administration](https://docs.shiftiq.com/help/sites/new-portal/sitemap.md): To Navigate the different folders/pages in the Web Sites toolkit, select the Sitemap panel
- [Add Portal Tile Pictures or Icons](https://docs.shiftiq.com/help/sites/new-portal/tile-pics.md): Under the Page Content tab of the Site folder you want to add a picture to, select the ImageURL tab (if there is no ImageURL tab, please
- [List of Portal Tile URLs Customers will Love](https://docs.shiftiq.com/help/sites/new-portal/portal-tile-urls.md): /ui/portal/events/classes/search
- [Publishing and Privacy Settings](https://docs.shiftiq.com/help/sites/publish-privacy.md): Control portal permissions and publish individual site pages
- [Portal Permissions](https://docs.shiftiq.com/help/sites/publish-privacy/portal-permissions.md): Groups in the Contacts toolkit can be used to set the access permissions on the Organization Portal.
- [Publishing Site Pages](https://docs.shiftiq.com/help/sites/publish-privacy/publish-site-page.md): Steps to \<i class="fas fa-upload">\</i> Publish or \<i class="fas fa-eraser">\</i> Unpublish tile from Portal page:
- [Managing Website and Portal Contents](https://docs.shiftiq.com/help/sites/edit-site-contents.md): Add and edit content blocks, images, links, videos, and documents on website and portal pages
- [Adding and Editing Site and Block Content](https://docs.shiftiq.com/help/sites/edit-site-contents/content-editing.md): Add your site page or block content here using the Markdown or HTML editors. Markdown is a simple way to format text that looks great on any device.
- [Adding Images](https://docs.shiftiq.com/help/sites/edit-site-contents/adding-images.md): You are able to drag and drop a picture from file into the body of the content.\\
- [Adding a Hyperlink to Images](https://docs.shiftiq.com/help/sites/edit-site-contents/adding-url-to-images.md): In Markdown hyperlinks can be added to an image you added to the page content. .
- [Adding Links](https://docs.shiftiq.com/help/sites/edit-site-contents/adding-links.md): You are able to add web links or email addresses in the text of your content.
- [Upload Document](https://docs.shiftiq.com/help/sites/edit-site-contents/upload-document.md): To upload a document you are able to drag and drop the document from file into the body of the content.\\
- [Delete Site Page](https://docs.shiftiq.com/help/sites/edit-site-contents/delete-site-page.md): Select the Page or Folder you want to Delete.
- [Preview Contents](https://docs.shiftiq.com/help/sites/edit-site-contents/preview-contents.md): You are able to preview the content you are creating at any time. There are 3 ways of previewing contents.
- [Adding an Embedded Video](https://docs.shiftiq.com/help/sites/edit-site-contents/adding-video.md): To embed a video on the portal, you will need to upload the video to either Vimeo or You Tube.
- [Customized Help Requests](https://docs.shiftiq.com/help/sites/edit-site-contents/portal-support-customize.md): If desired, site pages can be configured to have a Submit a Request button below the other content.
- [Changing URLs and Page Slugs](https://docs.shiftiq.com/help/sites/edit-site-contents/change-url.md): If you’d like to adjust a URL Segment, you can do so under the Page Setup tab.
- [Overview](https://docs.shiftiq.com/help/standards/overview.md): Build competency frameworks, tie them to courses and assessments, and drive adaptive competency-based training
- [Creating Standards](https://docs.shiftiq.com/help/standards/create-standards.md): A good process (or best practice) for building a complex, hierarchical framework in Shift iQ with the Framework Builder tool is to:
- [Options for Adding Standards](https://docs.shiftiq.com/help/standards/create-standards/add-standard.md): 1. Click on Add New Standard at the top of any Standards search screen. Leave the first dropdown box as One New Standard.
- [Manage Frameworks using the Outline View](https://docs.shiftiq.com/help/standards/create-standards/manage-standards-outline.md): You can also add and manage frameworks using the Outline view.
- [Framework settings and details](https://docs.shiftiq.com/help/standards/create-standards/framework-settings.md): To a framework asset’s functional relationships, and/or specific settings and properties for the asset not displayed in Edit Mode, switch to View Mode
- [Upload Standards using Markdown](https://docs.shiftiq.com/help/standards/create-standards/upload-standards-using-markdown.md): When uploading your Competency Framework using Markdown, the structure of the file must follow a specific heading hierarchy, depending on the number
- [Managing and Editing Standards](https://docs.shiftiq.com/help/standards/edit-standards.md): Manage existing standards: numbering, ordering, translations, occupations, and type changes
- [Manually enter alternate language text](https://docs.shiftiq.com/help/standards/edit-standards/alternate-language.md): Contact your system administrator to set the secondary languages available for translation.
- [Numbering a Single Standard](https://docs.shiftiq.com/help/standards/edit-standards/number-single-standard.md): Add a numbering system to your Standards for easy reference. The numbers you see in the Standard Outline view are Codes.
- [Re-order in the Outline view](https://docs.shiftiq.com/help/standards/edit-standards/re-order-in-outline-view.md): Open the Framework you wish to work with in Outline view. Choose the Edit tab and select the Standard for which you wish to re-order the child Standards
- [Searching Standards](https://docs.shiftiq.com/help/standards/edit-standards/searching-standards.md): From the Admin Home page select the Standards Toolkit
- [Bulk update numbering](https://docs.shiftiq.com/help/standards/edit-standards/bulk-update-numbering.md): You can update multiple codes quickly and easily by using the Classify function.
- [Delete in Outline view](https://docs.shiftiq.com/help/standards/edit-standards/delete-in-outline-view.md): Delete a standard from the Outline view in Edit mode
- [Reorder within a Standard](https://docs.shiftiq.com/help/standards/edit-standards/reorder-within-standard.md): Edit the Standard for which you wish to re-order the child Standards.
- [Use Google Translate to enter alternate language text](https://docs.shiftiq.com/help/standards/edit-standards/use-google-translate.md): Step 1 Click the globe icon in the top right corner to have Google translate the text for you.
- [Change Standard Type](https://docs.shiftiq.com/help/standards/edit-standards/change-standard-type.md): You can update multiple Standard Types by using the Classify function. From here you can update all the Standard Types for the Framework you have selected.
- [Occupations](https://docs.shiftiq.com/help/standards/edit-standards/occupations.md): Occupations are just a type of Framework Standard.
- [Competencies in a document print in an illogical structure](https://docs.shiftiq.com/help/standards/edit-standards/competencies-print.md): The user expects competencies printing in a document to follow the logical structure of the framework, see below.
- [Relationships](https://docs.shiftiq.com/help/standards/relationships.md): Connect standards to each other through upstream and downstream relationships
- [Types of relationships](https://docs.shiftiq.com/help/standards/relationships/types-of-relationships.md): Currently there are five types of relationships between Standards
- [Add a relationship](https://docs.shiftiq.com/help/standards/relationships/add-a-relationship.md): Step 1 Edit the Standard that you want to hold the upstream relationship
- [Remove downstream relationships](https://docs.shiftiq.com/help/standards/relationships/remove-downstream.md): In the Downstream tab of the Relationships ribbon, select the relationships you want to remove and click the Delete icon.
- [Remove upstream relationships](https://docs.shiftiq.com/help/standards/relationships/remove-upstream.md): Step 1 Edit the downstream Standard you want to remove from it’s parent
- [Creating and Editing Documents](https://docs.shiftiq.com/help/standards/documents.md): Publish, translate, print, and analyze standards documents
- [Publishing Documents on the Portal](https://docs.shiftiq.com/help/standards/documents/publish-document.md): Publish Documents to the Portal through the Web Sites module. We recommend you make a Folder to group your Documents on the portal.
- [Translation Tips](https://docs.shiftiq.com/help/standards/documents/translation-tips.md): Translate the content of each element in the document using the translation feature in the Content panel.
- [Printing and Downloading](https://docs.shiftiq.com/help/standards/documents/printing-and-downloading.md): Download your document to Microsoft Word.
- [Working in the Administrator View](https://docs.shiftiq.com/help/standards/documents/administrator-view.md): Documents are created to group and print Standards into various useful outputs
- [Publishing Document Analysis Tools on the Portal](https://docs.shiftiq.com/help/standards/documents/document-analysis.md): Publish Documents to the Portal through the Web Sites module. We recommend you make a Folder to group your Documents on the portal.
- [Overview](https://docs.shiftiq.com/help/surveys/overview.md): Collect feedback, run evaluations, and capture application data through surveys, with responses that can be anonymous or attached to a contact
- [Configuring survey questions](https://docs.shiftiq.com/help/surveys/question-configuration.md): Configure survey questions: types, Likert, options, breaks, termination, and formatting
- [Question Types](https://docs.shiftiq.com/help/surveys/question-configuration/question-types.md): Click on the Questions tab and then the Add question button to start adding questions to the survey.
- [Likert Questions](https://docs.shiftiq.com/help/surveys/question-configuration/likert-questions.md): Likert question: column Category
- [Configure Radio Button, Dropdown, or Check Box Questions](https://docs.shiftiq.com/help/surveys/question-configuration/configure-option-questions.md): Insert a new question with desired type.
- [Edit, Copy or Delete a Question](https://docs.shiftiq.com/help/surveys/question-configuration/edit-question.md): You can Edit/Copy/Delete the question using icons on the left side of the questions.
- [Adding a Break Question](https://docs.shiftiq.com/help/surveys/question-configuration/adding-a-break-question.md): Break Question is used to branch the survey due to a certain response. For eg: If a respondent clicks No to a certain question.
- [Adding a Break Page](https://docs.shiftiq.com/help/surveys/question-configuration/adding-a-break-page.md): To add or remove page breaks in your survey. In the Details panel, choose Page # from the drop Down and Page Break as Question Type. Click Save
- [Terminating a Survey](https://docs.shiftiq.com/help/surveys/question-configuration/terminating-a-survey.md): Navigate to the Survey Termination options by clicking in the Details panel, choose Terminate Survey as Question Type. Click Save
- [Adding Videos and Hyperlinks](https://docs.shiftiq.com/help/surveys/question-configuration/add-videos-hyperlinks.md)
- [Replacing a Survey Question in an existing Survey](https://docs.shiftiq.com/help/surveys/question-configuration/replace-question.md): After a question has been created, you are not able to change the Question Type.
- [Changing Fonts and Colors](https://docs.shiftiq.com/help/surveys/question-configuration/changing-fonts-and-colors.md): Change the font, color, weight, italics, underline, and line breaks of survey question text and answer options using inline HTML
- [Creating survey forms](https://docs.shiftiq.com/help/surveys/create-survey.md): To create a new survey form, click on the Surveys toolkit on the Admin Home Screen, then select the Survey counter.
- [Download Survey in JSON (\*.json) format](https://docs.shiftiq.com/help/surveys/create-survey/download-surveys.md): Open the survey that you want to download the JSON (\*.json) file for.
- [Configuring a survey form](https://docs.shiftiq.com/help/surveys/configure-survey-details.md): Configure a survey form: details, outline, translations, conditions, branches, and summaries
- [Details Tab](https://docs.shiftiq.com/help/surveys/configure-survey-details/details-tab.md): Internal Name (Required)
- [Searching for a survey](https://docs.shiftiq.com/help/surveys/configure-survey-details/searching-surveys.md): To search for existing Surveys, go to the Survey Toolkit. Below the Surveys heading, select the Surveys Counter.
- [Survey Outline](https://docs.shiftiq.com/help/surveys/configure-survey-details/survey-outline.md)
- [Translations Tab](https://docs.shiftiq.com/help/surveys/configure-survey-details/translations-tab.md): Under the Translations tab, you will be able to see the the language your Survey was translated to.
- [Conditions Tab](https://docs.shiftiq.com/help/surveys/configure-survey-details/conditions-tab.md): Add conditional logic to your survey.
- [Branches Tab](https://docs.shiftiq.com/help/surveys/configure-survey-details/branches-tab.md): The Branches tab shows a summary of the skip patterns contained in the survey.
- [Summaries Tab](https://docs.shiftiq.com/help/surveys/configure-survey-details/summaries-tab.md): Manage the list of Likert summary questions on a survey
- [Managing survey invitations](https://docs.shiftiq.com/help/surveys/survey-messages.md): Configure invitations and workflow notifications for survey responses
- [Survey Invitation](https://docs.shiftiq.com/help/surveys/survey-messages/survey-invitation.md): Open the Survey that you want to send the invitation for.
- [Workflow Notifications](https://docs.shiftiq.com/help/surveys/survey-messages/workflow-notifications.md): In the Survey, click on the Messages tab, then on the tab you wish to configure a workflow for:
- [Providing instructions to respondents](https://docs.shiftiq.com/help/surveys/instructions-respondents.md): In the Contact panel, add survey instructions for respendents:
- [Adding Home/Return to Course buttons at end of Survey](https://docs.shiftiq.com/help/surveys/instructions-respondents/adding-buttons.md): When user completes a survey, there is no Home or Return to Course buttons available to click on to take a user out of the survey.\\
- [Managing survey responses](https://docs.shiftiq.com/help/surveys/survey-responses.md): Search, view, download, and report on responses submitted to survey forms
- [Search Responses](https://docs.shiftiq.com/help/surveys/survey-responses/search-responses.md): To search for existing Survey Responses, select the Surveys Toolkit and then click on the Responses counter.
- [View Responses](https://docs.shiftiq.com/help/surveys/survey-responses/view-responses.md): On the Results tab, click on the Magnifying Glass (\<i class="fas fa-search">\</i>) at the front of any row to view that survey response.
- [Download Responses](https://docs.shiftiq.com/help/surveys/survey-responses/download-responses.md): Download an individual survey response as a PDF from the response review page
- [Survey Reporting](https://docs.shiftiq.com/help/surveys/survey-responses/survey-reporting.md): Once your survey has responses, you can review the aggregate results in Survey Reports.
- [Sales](https://docs.shiftiq.com/help/billing/sales.md): Generate invoices from class or event registrations, product sales, or application fees and collect online payments

## Guides

- [Guides](https://docs.shiftiq.com/guides/guides.md): Explore features in more detail, discover new ways to work, and learn best practices with our guides
- [Learner walkthrough](https://docs.shiftiq.com/guides/role-based-guides/learner-walkthrough.md): This learner experience walkthrough demonstrates courses in the learning portal
- [Instructor walkthrough](https://docs.shiftiq.com/guides/role-based-guides/instructor-walkthrough.md): Instructor walkthrough demonstrating gradebook features
- [Administrator walkthrough](https://docs.shiftiq.com/guides/role-based-guides/administrator-walkthrough.md): This administrator experience walkthrough shows a variety of features, including learner administration, content authoring, assessments and certifications, communication, and reporting
- [SCORM and xAPI](https://docs.shiftiq.com/guides/learning-content/scorm-and-xapi.md): Seamless delivery of training content packaged using the SCORM standard
- [Adding SCORM content to a course](https://docs.shiftiq.com/guides/learning-content/scorm-and-xapi/adding-scorm-content-to-a-course.md): Step-by-step instructions to add a SCORM package to a course activity
- [Glossary](https://docs.shiftiq.com/guides/learning-content/scorm-and-xapi/glossary.md): Essential terms for learning professionals working with the Shareable Content Object Reference Model
- [Versions](https://docs.shiftiq.com/guides/learning-content/scorm-and-xapi/versions.md): The evolution of eLearning standards: what you need to know
- [Using cases for training approval](https://docs.shiftiq.com/guides/workflows-and-approvals/using-cases-for-training-approval.md): This guide explains how you can use the Cases module to manage training approval workflow

## Changelog

- [Nov 4: Release schedule for 2026](https://docs.shiftiq.com/changelog/november-2025/readme.md): Here are the dates for new releases of Shift iQ in the new year
- [Oct 29: Version 25.6 is live!](https://docs.shiftiq.com/changelog/october-2025/oct-29-version-25.6-is-live.md): Version 25.6 was released to the Production environment today
- [Sep 10: Version 25.5 is live!](https://docs.shiftiq.com/changelog/september-2025/sep-10-version-25.5-is-live.md): Version 25.5 was released to the Production environment today
- [July 16: Version 25.4 is live!](https://docs.shiftiq.com/changelog/july-2025/july-16-version-25.4-is-live.md): Version 25.4 was released to the Production environment today
- [July 9: Version 25.4 is in pre-release](https://docs.shiftiq.com/changelog/july-2025/july-9-version-25.4-in-pre-release.md): Version 25.4 will be deployed next week on July 16 at 7:00 PM Pacific Time
- [June 20: Welcome to the changelog](https://docs.shiftiq.com/changelog/june-2025/june-20-welcome-to-the-changelog.md): Stay up to date with the latest updates, improvements, and fixes. This is where we’ll share what’s new, what’s changed, and what’s been improved—so you’re always in the loop.
- [May 28: Version 25.3 is live!](https://docs.shiftiq.com/changelog/may-2025/may-28-version-25.3-is-live.md): Version 25.3 was released to the Production environment today

## Developers

- [Developer Documentation](https://docs.shiftiq.com/developers/getting-started/readme.md): Use the API, SDK, and developer tools to build custom integrations, streamline workflows, and create tailored solutions for your learning, assessment, and competency management solutions
- [Queries and commands](https://docs.shiftiq.com/developers/getting-started/queries-and-commands.md): Lions, and tigers, and bears — oh my!
- [Introduction](https://docs.shiftiq.com/developers/api-v1/introduction.md)
- [Endpoints](https://docs.shiftiq.com/developers/api-v1/api-reference.md): Reference for the v1 API. Endpoints below are generated from the v1 OpenAPI specification.
- [Assessment](https://docs.shiftiq.com/developers/api-v1/api-reference/assessment.md)
- [Billing](https://docs.shiftiq.com/developers/api-v1/api-reference/billing.md)
- [Booking](https://docs.shiftiq.com/developers/api-v1/api-reference/booking.md)
- [Competency](https://docs.shiftiq.com/developers/api-v1/api-reference/competency.md)
- [Content](https://docs.shiftiq.com/developers/api-v1/api-reference/content.md)
- [Diagnostic](https://docs.shiftiq.com/developers/api-v1/api-reference/diagnostic.md)
- [Directory](https://docs.shiftiq.com/developers/api-v1/api-reference/directory.md)
- [Integration](https://docs.shiftiq.com/developers/api-v1/api-reference/integration.md)
- [Learning](https://docs.shiftiq.com/developers/api-v1/api-reference/learning.md)
- [Maintenance](https://docs.shiftiq.com/developers/api-v1/api-reference/maintenance.md)
- [Progress](https://docs.shiftiq.com/developers/api-v1/api-reference/progress.md)
- [Security](https://docs.shiftiq.com/developers/api-v1/api-reference/security.md)
- [Timeline](https://docs.shiftiq.com/developers/api-v1/api-reference/timeline.md)
- [Variant: CMDS](https://docs.shiftiq.com/developers/api-v1/api-reference/variant-cmds.md)
- [Workspace](https://docs.shiftiq.com/developers/api-v1/api-reference/workspace.md)
- [Experiment](https://docs.shiftiq.com/developers/api-v1/api-reference/experiment.md)
- [Models](https://docs.shiftiq.com/developers/api-v1/api-reference/models.md)
- [Introduction](https://docs.shiftiq.com/developers/api-v2/introduction.md): Use the API, SDK, and developer tools to build custom integrations, streamline workflows, and create tailored solutions for your unique needs
- [Authentication](https://docs.shiftiq.com/developers/api-v2/authentication.md): Authenticate your user when using the API
- [How to generate an access token with a long lifetime](https://docs.shiftiq.com/developers/api-v2/authentication/how-to-generate-an-access-token-with-a-long-lifetime.md): Generate API access tokens that last longer than the default 24 hours
- [Endpoints](https://docs.shiftiq.com/developers/api-v2/navigating-the-api.md): Tips and tricks for exploring the various components
- [Accounts API](https://docs.shiftiq.com/developers/api-v2/navigating-the-api/accounts-api.md)
- [Accounts API: Organizations](https://docs.shiftiq.com/developers/api-v2/navigating-the-api/accounts-api-organizations.md)
- [Accounts API: Permissions](https://docs.shiftiq.com/developers/api-v2/navigating-the-api/accounts-api-permissions.md)
- [Accounts API: Users](https://docs.shiftiq.com/developers/api-v2/navigating-the-api/accounts-api-users.md)
- [Assessments API: Answers](https://docs.shiftiq.com/developers/api-v2/navigating-the-api/assessments-api-answers.md)
- [Assessments API: Questions](https://docs.shiftiq.com/developers/api-v2/navigating-the-api/assessments-api-questions.md)
- [Assets API: Files](https://docs.shiftiq.com/developers/api-v2/navigating-the-api/assets-api-files.md)
- [Assets API: Inputs](https://docs.shiftiq.com/developers/api-v2/navigating-the-api/assets-api-inputs.md)
- [Assets API: Translations](https://docs.shiftiq.com/developers/api-v2/navigating-the-api/assets-api-translations.md)
- [Contacts API: Groups](https://docs.shiftiq.com/developers/api-v2/navigating-the-api/contacts-api-groups.md)
- [Contacts API: Memberships](https://docs.shiftiq.com/developers/api-v2/navigating-the-api/contacts-api-memberships.md)
- [Contacts API: People](https://docs.shiftiq.com/developers/api-v2/navigating-the-api/contacts-api-people.md)
- [Courses API: Courses](https://docs.shiftiq.com/developers/api-v2/navigating-the-api/courses-api-courses.md)
- [Diagnostics API](https://docs.shiftiq.com/developers/api-v2/navigating-the-api/diagnostics-api.md)
- [Events API: Events](https://docs.shiftiq.com/developers/api-v2/navigating-the-api/events-api-events.md)
- [Events API: Registrations](https://docs.shiftiq.com/developers/api-v2/navigating-the-api/events-api-registrations.md)
- [Me API](https://docs.shiftiq.com/developers/api-v2/navigating-the-api/me-api.md)
- [Records API: Achievements](https://docs.shiftiq.com/developers/api-v2/navigating-the-api/records-api-achievements.md)
- [Records API: Credentials](https://docs.shiftiq.com/developers/api-v2/navigating-the-api/records-api-credentials.md)
- [Records API: Gradebooks](https://docs.shiftiq.com/developers/api-v2/navigating-the-api/records-api-gradebooks.md)
- [Records API: Periods](https://docs.shiftiq.com/developers/api-v2/navigating-the-api/records-api-periods.md)
- [Schemas API: Formats](https://docs.shiftiq.com/developers/api-v2/navigating-the-api/schemas-api-formats.md)
- [Settings API: Routes](https://docs.shiftiq.com/developers/api-v2/navigating-the-api/settings-api-routes.md)
- [Settings API: Routing](https://docs.shiftiq.com/developers/api-v2/navigating-the-api/settings-api-routing.md)
- [Sites API: Pages](https://docs.shiftiq.com/developers/api-v2/navigating-the-api/sites-api-pages.md)
- [Sites API: Sites](https://docs.shiftiq.com/developers/api-v2/navigating-the-api/sites-api-sites.md)
- [Standards API: Standards](https://docs.shiftiq.com/developers/api-v2/navigating-the-api/standards-api-standards.md)
- [Timelines API](https://docs.shiftiq.com/developers/api-v2/navigating-the-api/timelines-api.md)
- [Variants API: CMDS](https://docs.shiftiq.com/developers/api-v2/navigating-the-api/variants-api-cmds.md)
- [Workflows API: Cases](https://docs.shiftiq.com/developers/api-v2/navigating-the-api/workflows-api-cases.md)
- [Workflows API: Forms](https://docs.shiftiq.com/developers/api-v2/navigating-the-api/workflows-api-forms.md)
- [Workflows API: Submissions](https://docs.shiftiq.com/developers/api-v2/navigating-the-api/workflows-api-submissions.md)
- [Models](https://docs.shiftiq.com/developers/api-v2/navigating-the-api/models.md)
- [Request and response formats](https://docs.shiftiq.com/developers/api-v2/request-and-response-formats.md)
- [Rate limits and throttling](https://docs.shiftiq.com/developers/api-v2/rate-limits-and-throttling.md)
- [.NET](https://docs.shiftiq.com/developers/resources/dotnet-versions.md): A few important details about the Microsoft .NET platform
- [Date and time values](https://docs.shiftiq.com/developers/resources/date-and-time-values.md): "Punctuality is not just limited to arriving at a place at the right time; it is also about taking actions at the right time." - Amit Kalantri
- [Power BI](https://docs.shiftiq.com/developers/integrations/power-bi.md): First steps on building reports from your LMS data
- [Safe Exam Browser](https://docs.shiftiq.com/developers/integrations/safe-exam-browser.md): Enhancing assessment integrity with Safe Exam Browser.
- [Single Sign-On](https://docs.shiftiq.com/developers/integrations/single-sign-on.md): Single sign-on (SSO) is an authentication scheme that allows a user to log in with a single ID to any of several related, yet independent, software systems.

## Contributors

- [Contributor Documentation](https://docs.shiftiq.com/contributors/getting-started/readme.md): Consistency, clarity, and collaboration in code
- [Toolkits](https://docs.shiftiq.com/contributors/toolkits/toolkits.md): Internal documentation describing Shift iQ features so administrators and developers can perform advanced tasks, troubleshoot, and assist customers
- [Metadata](https://docs.shiftiq.com/contributors/toolkits/toolkits/metadata.md): Execute these 3 scripts to setup ASP.NET session state. They are located in the InSite repository under:
- [Records](https://docs.shiftiq.com/contributors/toolkits/toolkits/records.md): The list of typical achievement types supported by the Records toolkit
- [Certificate Layouts](https://docs.shiftiq.com/contributors/toolkits/toolkits/records/certificate-layouts.md): How to achieve a custom full certificate background from one file, and the prerequisites for doing so
- [Global tenant file upload](https://docs.shiftiq.com/contributors/toolkits/toolkits/records/certificate-layouts/global-tenant-file-upload.md): How to upload a new certificate layout background image using the global tenant, and verify it on the server
- [How to configure a new certificate layout](https://docs.shiftiq.com/contributors/toolkits/toolkits/records/certificate-layouts/how-to-configure-a-new-certificate-layout.md): Step-by-step guide to creating a new certificate layout, including the JSON configuration and how to link it to an achievement
- [Infrastructure notes (developers only)](https://docs.shiftiq.com/contributors/toolkits/toolkits/records/certificate-layouts/infrastructure-notes-developers-only.md): Developer setup for the Microsoft SSRS certificate-generation utility, plus proposed improvements to the certificate workflow
- [Adding CertificateLayouts to Achievements](https://docs.shiftiq.com/contributors/toolkits/toolkits/records/certificate-layouts/adding-certificatelayouts-to-achievements.md): End-to-end setup for providing users a downloadable certificate on course completion, from template upload to gradebook hooks
- [Reports](https://docs.shiftiq.com/contributors/toolkits/toolkits/reports.md): How the Reports toolkit exposes platform data through monitors, queries, and report types
- [Monitors](https://docs.shiftiq.com/contributors/toolkits/toolkits/reports/monitors.md): Summary of the tools and techniques used to monitor the health of the Shift iQ platform
- [Queries](https://docs.shiftiq.com/contributors/toolkits/toolkits/reports/queries.md): How to run a dynamic SQL query from the admin reports area
- [Report types](https://docs.shiftiq.com/contributors/toolkits/toolkits/reports/report-types.md): The types of reports available in the platform and their relative cost
- [Security](https://docs.shiftiq.com/contributors/toolkits/toolkits/security.md): How the Security utility toolkit handles user accounts, permissions, impersonations, and per-organization setup
- [Setting Up New Organizations](https://docs.shiftiq.com/contributors/toolkits/toolkits/security/setting-up-new-organizations.md): End-to-end checklist for provisioning a new customer organization in Jira, Microsoft Teams, and Shift iQ
- [Organization Specific Settings (Advanced Configuration)](https://docs.shiftiq.com/contributors/toolkits/toolkits/security/setting-up-new-organizations/organization-specific-settings-advanced-configuration.md)
- [Existing Organization Customization](https://docs.shiftiq.com/contributors/toolkits/toolkits/security/setting-up-new-organizations/existing-organization-customization.md): Per-organization customizations that exist outside the standard configuration options, grouped by toolkit
- [Granting admin permissions to roles](https://docs.shiftiq.com/contributors/toolkits/toolkits/security/setting-up-new-organizations/granting-admin-permissions-to-roles.md): Admin toolkit permissions to grant to admin and design roles, including permissions to grant with caution and route-level permissions
- [Granting portal or design permission to roles](https://docs.shiftiq.com/contributors/toolkits/toolkits/security/setting-up-new-organizations/granting-portal-or-design-permission-to-roles.md): Portal and Design permissions to grant to roles, including which groups each permission should be given to
- [General system alerts and what they are used for](https://docs.shiftiq.com/contributors/toolkits/toolkits/security/setting-up-new-organizations/general-system-alerts-and-what-they-are-used-for.md): Reference for the general system alerts sent by the platform, who receives them, their purpose, and the variables each one supports
- [Other alerts and notifications for toolkits](https://docs.shiftiq.com/contributors/toolkits/toolkits/security/setting-up-new-organizations/other-alerts-and-notifications-for-toolkits.md): Reference for toolkit notifications and alerts, where each is configured, who receives it, and the variables it supports
- [Impersonations](https://docs.shiftiq.com/contributors/toolkits/toolkits/security/impersonations.md): How to grant and use the Impersonate permission so staff can act on behalf of another user
- [Permissions](https://docs.shiftiq.com/contributors/toolkits/toolkits/security/permissions.md): How to check whether an identity user holds a specific TAction permission and use the result to gate UI elements
- [Permissions (Proposed Improvement)](https://docs.shiftiq.com/contributors/toolkits/toolkits/security/permissions-proposed-improvement.md): Design sketch for a more expressive permission model based on three explicit attributes
- [Organization Collections](https://docs.shiftiq.com/contributors/toolkits/toolkits/security/organization-collections.md): Global admins can override the default Gender list in a users contact record and it can be added for a specific tenant if needed.
- [Setup](https://docs.shiftiq.com/contributors/toolkits/toolkits/setup.md): Configuration values that vary by environment
- [Colours](https://docs.shiftiq.com/contributors/toolkits/toolkits/setup/colours.md): Here are the colour codes we use in our UI:
- [Sites](https://docs.shiftiq.com/contributors/toolkits/toolkits/sites.md): How to customize the support page and use wallpaper images in the Sites toolkit
- [SkillsCheck: publishing a course or product to skillscheck.ca](https://docs.shiftiq.com/contributors/toolkits/toolkits/sites/skillscheck-publishing-course-product.md): Steps for configuring organization settings and publishing a course or product to the skillscheck.ca web page
- [Standards](https://docs.shiftiq.com/contributors/toolkits/toolkits/standards.md): How the Standards toolkit (aliased Competency) models frameworks, outcomes, and document output
- [Ideas](https://docs.shiftiq.com/contributors/toolkits/toolkits/standards/ideas.md): Design sketches for the Standards toolkit that have not yet been implemented
- [Competency (outcome) score calculations](https://docs.shiftiq.com/contributors/toolkits/toolkits/standards/ideas/competency-outcome-score-calculations.md): Working notes on supporting competency (outcome) score calculations in Shift iQ for competency-based education
- [Define custom fields for standard output document headers](https://docs.shiftiq.com/contributors/toolkits/toolkits/standards/define-custom-fields-for-standard-output-document-headers.md): How global admins customize the content fields of the Document module for a specific tenant
- [Workflows](https://docs.shiftiq.com/contributors/toolkits/toolkits/workflows.md): How the Workflows toolkit drives surveys, branching, and notifications
- [Survey content font colours](https://docs.shiftiq.com/contributors/toolkits/toolkits/workflows/survey-content-font-colours.md): How to change the font colour of answer options and question text in a survey
- [Code of ethics and professional practice for software engineering](https://docs.shiftiq.com/contributors/values/ethics-and-professional-practice.md): Recommended by the ACM/IEEE-CS Joint Task Force on Software Engineering Ethics and Professional Practices and jointly approved by the ACM and the IEEE-CS.
- [Coming soon!](https://docs.shiftiq.com/contributors/architecture/coming-soon.md): Placeholder — architecture documentation is in progress
- [Coming soon!](https://docs.shiftiq.com/contributors/domains/coming-soon.md): Placeholder — domain (design) documentation is in progress
- [Front end](https://docs.shiftiq.com/contributors/implementation/front-end.md): Front-end implementation notes for InSite.UI and Shift.UI
- [InSite.UI](https://docs.shiftiq.com/contributors/implementation/front-end/insite.ui.md): Guidelines for implementing intuitive, consistent page layout for ASP.NET web forms throughout the platform
- [Navigation](https://docs.shiftiq.com/contributors/implementation/front-end/insite.ui/ui-navigation.md): Guidelines for implementing intuitive, consistent navigation throughout the platform
- [Shift.UI](https://docs.shiftiq.com/contributors/implementation/front-end/shift.ui.md): Documentation for our React UI development work is available here
- [Search](https://docs.shiftiq.com/contributors/implementation/front-end/shift.ui/ui-search.md): Standardized patterns developers can follow to create a consistent and user-friendly experience
- [Back end](https://docs.shiftiq.com/contributors/implementation/back-end.md): Back-end implementation notes: API endpoints, CQRS+ES, and code generation
- [Add a new set of API endpoints](https://docs.shiftiq.com/contributors/implementation/back-end/add-a-new-set-of-api-endpoints.md): Follow this process to generate contract, service, and controller classes for a new set of API endpoints that bind to data in a specific database table
- [Internal code reference](https://docs.shiftiq.com/contributors/implementation/reference.md): Integrating with the platform vs. building on the platform
- [API conventions](https://docs.shiftiq.com/contributors/conventions/api-conventions.md)
- [Architecture](https://docs.shiftiq.com/contributors/conventions/architecture.md): How InSite source code is organized into the God, Shift iQ, and General systems, and the future-state architecture we are working toward
- [Database naming conventions](https://docs.shiftiq.com/contributors/conventions/database-naming-conventions.md): Naming conventions to help every contributor speak the same schema
- [Folder structure and project names](https://docs.shiftiq.com/contributors/conventions/folder-structure-and-project-names.md): Guidelines for the layout and structure of a scalable, readable codebase
- [Git branches](https://docs.shiftiq.com/contributors/conventions/git-branches.md): The purpose of each branch in the InSite Code repository, and the naming conventions for each branch
- [Git pull requests](https://docs.shiftiq.com/contributors/conventions/git-pull-requests.md): How to implement, submit, and review code changes through Git pull requests and the GitHub review process
- [Introduction](https://docs.shiftiq.com/contributors/conventions/introduction.md): Naming and URL conventions for primary and secondary API endpoints, queries, commands, and the general-purpose React UI endpoints
- [Migrate CRUD to CQRS+ES](https://docs.shiftiq.com/contributors/conventions/migrate-crud-to-cqrs-es.md): Concepts and a step-by-step pattern for migrating a CRUD entity to a CQRS+ES Timeline aggregate
- [Obsolete timeline changes](https://docs.shiftiq.com/contributors/conventions/obsolete-timeline-changes.md): How to handle obsolete timeline Changes - either ignoring them or upgrading them to a newer version
- [README files](https://docs.shiftiq.com/contributors/conventions/readme-files.md): README first: explain what it is, what it does, and how to use it
- [Source code](https://docs.shiftiq.com/contributors/conventions/source-code.md): Naming and coding conventions for InSite source code, including telemetry, options and settings, lines of code, regions, TypeScript, and third-party code
- [Style guide](https://docs.shiftiq.com/contributors/conventions/style-guide.md): Conventions for a consistent, unified approach to layout and style throughout the user interface
- [Task list comment tokens](https://docs.shiftiq.com/contributors/conventions/task-list-comment-tokens.md): Streamline development by highlighting actionable items in code, improving visibility, collaboration, and maintainability
- [Terminology](https://docs.shiftiq.com/contributors/conventions/terminology.md): Key terms in our lexicon for designing, building, and managing the software, including libraries, namespaces, entities, and URLs
- [Version numbers](https://docs.shiftiq.com/contributors/conventions/version-numbers.md): This convention guarantees unique version numbers for every build
- [Video recommendations](https://docs.shiftiq.com/contributors/conventions/video-recommendations.md): Just a few of the favorite best-practice videos recommended by our contributors
- [IDE](https://docs.shiftiq.com/contributors/tools/ide.md): Recommended IDEs and tools for working on the Shift iQ codebase
- [SQL Server Reporting Services](https://docs.shiftiq.com/contributors/tools/sql-server-reporting-services.md): To open an RPTPROJ file (SQL Server Reporting Services project) in Visual Studio 2022, you'll need to install the appropriate extension, because


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