Custom products allow LearnPlatform Admin to manage requests from Edtech products that are not yet available in LearnCommunity Library, or are homegrown.
This guide covers:
- How to create a custom product
- Management of Custom Product Listings
- How to Merge Custom Products w/ Matching LearnCommunity Listings
Note: Custom Created Products CANNOT be used for tracking usage in the Inventory Dashboard, or Provider Applications until a LearnCommunity Product Match is created.
How to Create a Custom Product
From the Management > Product tab, click the button on the search bar > + Add Product > + Create Custom Product
Create New Product Wizard
This product creation wizard allows you to first review any potential matches for products that we have available in the LearnCommunity Library. This search engine not only searches by product name, but also by product URL's. If a match is not found, the wizard will walk through adding both required and optional additional information about the product.
1. Add Product Name & Product URL: Use the same product name/url provided by the educator or update the fields to widen or narrow your search > Next
2. Review any potential matches. If you don't see the product that you're looking for listed, then continue to create a custom product. Click > Create Custom Product If there is a match, you have the option to use the existing product, and do not need forward to create a custom product.
3. Fill out the required fields: Product Name, Type, Logo*, Website URL*.
*Fields included in later sections of the wizard
If this product should be added to the LearnCommunity Library, check the box > Ask LearnPlatform to review this product for the LearnCommunity Library.
- Once the product has been added to LearnCommunity Library, you'll be able to merge your custom listing with a LearnCommunity Library Product. (see more details on merging products in the next section of this article)
- The benefit of using a LearnCommunity listing includes usage tracking via the Inventory Dashboard, being able to submit provider applications, and access to data, reviews and certifications.
- Types of products the should NOT be submitted to the LearnCommunity Library: Hardware, Product Plans/Subscriptions, Individual eBooks, Courses, Articles.
4. Add optional additional information:
* Product Website Field is a required field
* Product Logo is required.
5. Review and Create Product- Update and/or change the option to submit this product to the LearnCommunity Library, and click > Create Product
The product has been created. What next?
Once the product has been created, LearnPlatform Admin have a few options on how to manage this product:
Start Workflow- Find your custom created product in the Admin Library, and use the three dot menu > Start Workflow to kick off a workflow. Use the drop down menu from the pop up window to select from any pre-created date driven or product vetting workflows.
How do I find and edit custom created products?
Find your custom product listings in the Admin Library, by using the LearnPlatform Community Library State column and Product State filter to find custom product listings.
NOTE: Custom products are only visible in Organization Library view.
To edit information associated with custom products from the Admin Library, select Management > Products > click on Product > Product Settings Tab.
Note: Product Settings are standard across all products. Fields the can be customized include: Product Name, Product Logo, Organization Library Product State, Public Library Visibility, SSO Smart Launch, Tags, Contract/Students Affected, Comments from the Organization, Resources, Additional Details (custom columns), and Lists.
What happens when a match for my custom product is found in the LearnPlatform Community?
If the product has been added to the LearnCommunity Library, and a 'Match' is available, it will be LearnPlatform Admin will see a number displayed in the filter for Community Matches. To filter custom products with matches, select the filter, and click Custom Products with Matches.
To review the potential match, use the 3 dot menu to select > Review LearnCommunity Matches.
To review more information about the Product, select the "Link out arrow" next to the product's name.
Note: Merging your custom product listing to a LearnCommunity Library product listing allows you to begin tracking this product via your Inventory Dashboard, send provider applications, as well as provides access to all the data and evidence we offer in the LearnCommunity Library.
To proceed with a merge, select the appropriate listing by clicking ‘Confirm Match’. Review which data and information will be replaced as a result of the merge. To ignore the match and remove the available match from being surfaced in the future, select ‘Ignore Match’.
Note: All organization-specific data and settings will be transferred to the new listing. (statuses, tags, resources). The only changes that result from 'merging' the product are those for product-specific system fields, such as privacy policy links, product description, product images, etc.
Note: Only LearnCommunity Library products can be used to merge with custom-product listings (i.e. two custom-product listings cannot be merged together).
To finalize merging a Custom Product with the LearnCommunity Library Product, select 'Merge Product Listings'
