Solutions : ExpandShare Support and Customer Success

Location

Location Admin Quick Start Guide

Location Tasks and Trainer Checks

User Management

Admin

Admin: Managing Users

Admins: Building Your Library

Admin: Creating Courses and Quizzes

Admin: Assigning Content

Admin: Course Reporting

Admin: Checklists and Audits

Admin: Newsfeed Posts

Developers

Because computer technologies rapidly change, we cannot guarantee that ExpandShare will function flawlessly on all systems. Newer technologies will offer better experiences, so stay current with the latest versions, as older systems will eventually be unsu...

Jan 20, 2021 12:02

ExpandShare User Quick-Start Guide [Video]

ExpandShare User Quick-Start Guide

May 01, 2024 14:49

I received an invite to ExpandShare, now what?

You will receive an invitation to join ExpandShare in your email. Select Join Now to create your account login. Enter your email address. It should be the same one that was sent the invitation. Create a password by entering it twice. Passwords...

May 01, 2024 14:54

Setting Up Your ExpandShare Account

You will receive an invitation to join ExpandShare in your email. Select Join Now to create your account login. Enter your email address, it will be the same one that was sent the invitation. Create a password by entering it twice. Password...

Mar 17, 2023 13:40

Installing the App

The mobile apps can be downloaded here for iOS and Android. In order to log in to your organization or company, you will need to be invited by the administrator, or you will need to have a team code that your company admin sets up for you.

Nov 06, 2019 10:12

I forgot my password

If you've lost track of your password for ExpandShare, you can recover it yourself right from any login page. Open your ExpandShare App on your mobile device or navigate to the website at http://app.expandshare.com On the Login Page there is a ...

May 01, 2024 14:53

Where Are My Notifications?

In ExpandShare, Notifications are sent in one of two ways. 1. By default, all notifications for ExpandShare are sent as emails to the email tied to your ExpandShare account. 2. Once your account has been logged into a mobile device using the app f...

May 01, 2024 16:08

I never got an invitation to ExpandShare.

Confirm with your Company Admin that you are in the system and that your invitation was sent to the correct email address. Check your inbox for an email with the Sender = notifications@mg.expandshare.com If you do not see an email from notification...

Feb 13, 2019 11:57

Reinviting Users as a Location Manager

As a manager of a location, you can view all the users in your location from the location tab. Sometimes, newer users may miss or forget about their email invite to expand share. You have the option to resend this invite. From within the location tab...

Dec 05, 2023 10:56

Completely Blank Screen in Browser

If you see a blank screen like this: It's likely due to an older / incompatible browser or an older operating system. In particular, many browsers will not work with ExpandShare correctly on Windows 10. You may have to be patient while the s...

Nov 16, 2022 15:02

Why is the Course I opened Blank?

If you open a Course and it appears blank, as in the screen image attached, here are some possible reasons and solutions: 1. If you followed a course link provided by another user, you may be trying to view their assigned Course, rather than your ...

Nov 16, 2022 15:07

How can I see the courses I have already completed?

To see the courses you've already completed, first navigate to the Training tab. This can be found by clicking Training in the menu on the left-hand side of the screen on the Web app, or by clicking the open book icon at the bottom of the screen in th...

Feb 11, 2021 15:34

Why doesn’t my training have any sound?

Most audio issues with playback on a mobile device are because the mute button is enabled. Before troubleshooting any further, make sure this slider is disabled. Check your mute button (the physical slider on the side of the device), to see if it is in...

Feb 13, 2019 12:46

Why aren't the graphics loading on ExpandShare website?

If the site isn't loading properly, there may be something blocking ExpandShare's online resources from being used by your web browser. 1. Most often this is a momentary resource issue, and reloading/refreshing your web browser will connect...

Feb 21, 2019 08:22

I can't scroll down to see the submit button on a question within a course

If you are unable to scroll down on a question, you might be using an older version of Internet Explorer as your web browser. Some questions and media are not supported on older versions of IE. Try Chrome or Firefox as an alternative web browser, or use th...

Nov 25, 2019 12:59

Completing Checklists

To find checklists, select the checklists on ExpandShare from the home page and click on your location. Now select the checklist you intend to perform, this will bring up the checklist. Depending on how your checklist is set up, you may have to...

Sep 27, 2024 19:45

Completing Self Checks

Self Checks are items assigned to a user and are completed by that user. These may also be completed by a manager. These differ from Trainer Checks which are only completed by a manager. To complete a Self Check, start by clicking on the Profile tab. S...

Jun 01, 2022 10:44

How to Assign with Automations

Assigning Automations

Feb 22, 2023 11:24

How to complete Health Check

How to Complete Health Checks Step 1: Log into your account on the Expandshare App From web browser - https://app.expandshare.com/login/ Download the App here - Step 2: Navigate to the Tasks tab If on the app - click the checkbox o...

Nov 30, 2020 13:18

Common Course Issues

Why doesn't my training have sound? Most audio issues with playback on a mobile device are because the mute button is enabled. Before troubleshooting any further, make sure this slider is disabled. Check your mute button (the physical slider on th...

May 01, 2024 14:55

What is a Location Admin?

A Location Admin is a special administrative role in the ExpandShare platform. You usually get assigned as a Location Admin if you are the manager of a location or set of locations in the system. As a Location Admin, you can do everything a basic us...

Feb 01, 2021 12:10

What is a Location Manager?

What is a location Manager?? Well, in ExpandShare, this refers to a managerial role with all of these role based permissions enabled. These managers have the ability to perform functions like manage users at their locations, post on the news feed w...

Sep 14, 2023 14:37

Full Location Admin QuickStart Guide for Download

If you need to share Location Admin Getting Started info with your team, this full version of the PDF is easy to share.

Feb 02, 2021 16:21

Location Dashboard

Location Dashboard ExpandShare makes it easy to check and see how your team is doing. To see the Location Profile click Location on the sidebar. This page has the name of the currently selected location with overall information about Training, En...

Feb 01, 2021 12:13

Sending a Newsfeed Post

One of the easiest things to do as an admin is a send a Newsfeed Post. Posts are top-down communications with the location (or locations) that you are set as Location Admin for. To send a post, click Newsfeed in the user sidebar and click in the ...

Sep 15, 2023 11:21

Viewing Recognition

As a location admin, you can view the recognition submitted to users at your locations. Start by going to the location tab and selecting Recognition. If you're looking to submit recognition, click here. This page will give you a report of all...

Oct 20, 2022 10:13

How to Create an Action Plan

Before submitting your audit, know that you can use those failed items to create an action plan. Note that if you're returning to an audit you submitted previously, the create action plan is located under any audit report. At the top right of...

Sep 11, 2023 12:48

Assign Training as a Manager

As a location manager, you may have some content set assignable in your ExpandShare site. These learning tracks might not be assigned to a specific role, but are available to managers to assign to their users. To assign these, start by going to the...

Sep 14, 2023 15:12

Trainer Checks

Trainer Checks allow you to follow a checklist to check off training tasks or requirements that need to be done outside of eLearning. For example, steps in a shadow training day. Just click to complete the tasks on the checklist. Completing...

Nov 16, 2022 16:15

Completing Trainer Checks

As a manager, one of your responsibilities may be to complete trainer checks for your employees. Let's start by locating a trainer check. To do this, go to the location dashboard. Scroll down to members and find the user you'd like to c...

Sep 14, 2023 11:13

Location Tasks for Managers

As a manager, you may be responsible for managing the tasks assigned to your users. Here is where to find reporting for all tasks your location. Start by going to the location tab. Scrolling down to the operations section and clicking on task. This...

May 09, 2024 08:44

Complete Location Tasks

Tasks can be completed in the checklist tab. At the top of the screen, above Operations checklists, you will see this section titled My Tasks. This gives you an overview of all tasks assigned to you. To complete a task, you can click the chec...

Jan 15, 2024 08:21

User Management for Managers

Admin Levels Explained Managing Users Inviting Users Re-inviting Users

Feb 22, 2023 12:32

Adding Users

Adding Users There are two easy ways to invite new users to your location: Team Code and Invite. Team Code If your Company Admin has set up team codes for you then the code will appear at the top of the Location Profile page. Click Location from th...

Feb 01, 2021 12:13

Inviting Users as a Manager

As a manager, you can invite users to your location. To do this, go to the location tab and click the plus sign at the top right of the screen. You'll have the option to add a new user. Fill in the user's first and last name, email address, and...

Sep 13, 2023 16:07

Reinviting Users as a Manager

As a manager of a location, you can view all the users in your location from the location tab. Sometimes, newer users may miss or forget about their email invite to ExpandShare. You have the option to resend this invite. From within the location tab, s...

Sep 13, 2023 16:23

Giving Recognition to Users

You can now give recognition to team players that emphasize your company's values. To give recognition to a user start by going to the Location tab, selecting the user, and going to their profile. If you're looking to find submitted r...

Nov 01, 2022 16:28

Unarchiving Users as a Manager

As a location manager, you can unarchive or restore users that were previously in your location. To a user that has been archived in ExpandShare, start by going to the location tab. Click the search icon at the top right of the screen, click th...

Sep 14, 2023 15:15

User Management for Company Admins

Admin Levels Explained Managing Users Inviting Users Re-inviting Users

Feb 22, 2023 12:23

Admin: Adding Locations

Once you get your groups settled, it's time to add locations. Let's start by clicking on the locations tab on the Content Navigation of your DashBoard/Green screen Once you’re are at the new Locations page you can start to add each individual ...

Dec 01, 2022 15:20

Admin: Creating Groups

Once you are comfortable with your home screen dashboard, the next step is to create your store's groups. By creating groups, you will be able to separate your employees and assign them role-specific courses and assignments. From your home screen,...

Oct 29, 2019 10:40

Role-Based Permissions

Role-Based Permissions allow for the customization of a user's permissions, based on their role. This affects many of the admin functions currently available to Location and Company Admins. This is the Role Management screen, found in the...

Feb 21, 2023 09:39

Admin: Inviting New Users with Email

To invite new users to ExpandShare, navigate to the Team page on the Management Console. Scroll to the bottom of the Team page and click the Invite New Members button If you're just adding one or several users to the same Groups and Locatio...

Oct 23, 2019 11:55

Admin: Inviting New Users with Team Code

Using Team Code can take the pressure of uploading employees off of a central Admin and empower new employees to instantly self register without needing to wait to be invited. If you typically know your team members' email addresses, you may prefer to ...

Oct 23, 2019 11:56

Admin: Archiving & Restoring Users

We recommend archiving no longer active staff as a best practice, rather than deleting. Archiving immediately prevents the user from accessing your site via app or browser, no longer counts them as a billable user, and prevents them from receiving any futu...

Jan 29, 2021 10:30

Employee Pre-Communication Email Boilerplate

Managers often ask us if we have email boilerplate to use before inviting users to ExpandShare, to let them know about the system and what it's for and so on. So here's an example of an employee pre-communication you can use to let your team know ...

Feb 02, 2021 12:38

User Quick Start Guide

If you are a Company or Location Admin, you can send one of these User Guides to your users before you invite them or ask them to log in. It gives them a set of simple instructions on how to get started with ExpandShare. Email Version: use if you are i...

Feb 03, 2021 14:46

Setting up an Integration with ExpandShare

ExpandShare supports user management integration with dozens of other software partners, including Restaurant365, 7shifts, Homebase, Toast, Push, ADP, Paylocity, and dozens of other payroll providers. Having an integration with the software you use for sch...

Feb 27, 2024 10:10

Admin: Custom Library Folder Thumbnails

Admins can easily customize the appearance of both the folders and content thumbnails in your library. This is a great way to carry your company branding onto ExpandShare, while also making it easier for users to know what content to expect in each section...

Feb 18, 2022 10:31

Admin: What does Wistia integration allow?

Whenever you add a video to your site, either to a Course or in the Library, the video will automatically go up into the Cloud, where it will be hosted and streamed from Wistia. This means that it will always be streamed in an appropriate format, size and ...

Oct 23, 2019 11:49

Admin: Can I upload PowerPoint files (PPTX, PPT) to the Library, Courses, or Learning Tracks?

You can definitely add a PowerPoint presentation to ExpandShare, either by uploading the file in the Library or using as part of a Course or Learning Track. Consider the content and the audience first. If the PPTX presentation is something that your us...

May 01, 2024 14:45

Copying Content

You can copy the content in your media library to multiple folders using the Copy Clipboard. Copying content in the library is only possible for Company Admins. If you are a Location Admin, Reporting Admin, or a User, you will not have access to copying ...

Feb 05, 2021 12:10

Replacing Old Content in the Library

To update existing content in the library, it is best to use the replace content feature. This feature is great as it updates the content everywhere it is used on the site. To replace content in the library, start by locating the file you would lik...

Sep 11, 2023 13:07

Adding YouTube Videos to the Library

Did you make a Youtube video to teach new employees? Find a helpful video that want to use in training? It’s simple to upload into the library. Copy the Youtube video’s URL link Click into the folder you would like to add to Press the + but...

Jun 17, 2021 10:33

How to Upload Content to the Library

This is how to add content to your library, start by clicking the plus sign at the top right of the screen. You have the option to create a new folder, upload a file, add YouTube video and add a URL. If you're on the front of the library, you&#...

Aug 13, 2024 15:26

How to Set Folder Permissions

Here is how to set your folder permissions as a company admin. Folder permissions allow you to decide which roles and locations can view specific folders in the library. To set a folder's permissions, click the three dots at the bottom right of...

Sep 13, 2023 11:50

Managing Content within the Library

This is how to manage content within the library. To manage a piece of content within the library, click the three dots at the bottom right of any item. Company admins will see many options. Let's run through them together. Git details dis...

Sep 13, 2023 13:55

How to Share from the Library

When in the library you can share an item directly to the news feed. To do this, click the three dots on any library item and select share. This will immediately bring you to the news feed. From here, you still have the option to add nine other it...

Sep 13, 2023 13:58

Admin: Video Training

Video training the most common form of content here at ExpandShare. When a video is added to the course it must be played from start to finish by your employees in order for them to get credit for the course, making them a great first edition to any traini...

Oct 23, 2019 12:59

Admin: Image Training

Sometimes, a video can be an overkill for what you’re trying to explain to your employees, maybe it’s a course on plate presentations or new showroom models. Expand has you covered! Remember the “+” icon? Use it again to add an image: Look familia...

Oct 23, 2019 12:02

Admin: Text Training

Feeling Verbose? Expand allows you to upload full text or even HTML to your course. You know how to get there by this point: it’s the little “+” sign again. It’s basically a naked uploading page: just the title of the page, and your text for under...

Oct 23, 2019 12:04

Admin: Question Training

Ok, now that you have some content in the course, you can start to quiz your employees. Don’t panic! These are placed in the course just like content, there are just a couple more quick steps to making a custom question. Click the plus and select “ques...

Oct 23, 2019 12:05

Adding YouTube Videos to Courses

Did you make a YouTube video that fits into a course? Maybe you found one that would help your employees? Here's your tutorial on how to add that video to a course. Go to the YouTube video you want to add Click on the “Share” button below t...

Jun 16, 2021 11:44

Admin: The Easiest Way to Create a Simple Voiceover Training

Training on your menu does not have to be complicated. All the tools you need are right on your phone: Tools Needed iPhone with iMovie installed Your menu item Talking points or a quick script Steps Write your script Take a picture (or ...

Jun 19, 2020 12:06

Admin: Creating your own Screen Capture Videos

Screencasting software is a necessary addition to any video microlearning toolbox. The ability to capture what's happening on your screen is not only useful for software walkthroughs, but allows you to quickly and easily create simple motion gra...

Oct 23, 2019 12:59

How to Shoot Good Video on Your Phone

Shooting with your phone is the easiest way to capture product or process video to use in ExpandShare. Here is a quick guide to getting the most of your phone’s video capabilities. Shoot Horizontal First -- when shooting video with a phone, make ...

Jul 14, 2020 17:10

Formatting Text in Newsfeed, Courses, Checklists & Skill Checks

The appearance of text, including font size, bold/italic, bulleted & numbered lists and links can be controlled in ExpandShare in a number of our features, including: Newsfeed Posts Course Builder Text/HTML Units, Content section Image Units, Cont...

May 01, 2024 14:57

Training Admin Overview

At ExpandShare, we approach training differently than traditional learning management systems. We understand that many users only complete the bare minimum and are easily distracted in today's fast paced environment. To combat this, we do not offer...

May 09, 2024 08:41

Admin: Deleting Individual Learning Track Assignments from a User's Profile

Company Admins can unassign/remove Learning Tracks from specific users in three different places: 1. On the Team Detail page, Click on the X alongside the Learning Track listing to delete the entire LT from that user. This will remove every course wit...

May 01, 2024 14:58

Creating Custom Library Folder Thumbnails and Learning Track Banners

You can customize the look of your ExpandShare site by creating Learning Track Banners and Library Folder Thumbnails. We recommend using Google Slides as a simple free tool to create these images. Below we have included the aspect ratios and dimension...

Sep 15, 2022 12:00

Creating Learning Tracks

To assign all those courses you've made, we'll need to put them in learning tracks. Start by going to the admin tab and clicking on learning tracks. This page will display any learning tracks that currently exist on the site. Click the plus sig...

Sep 14, 2023 13:18

Assignments

A signing training to your team can be done in the admin dashboard. Start by clicking on assignments, clicking the plus sign at the top right of the screen, and selecting the learning you would like to assign. Let's start by giving this assignm...

Sep 14, 2023 14:12

Admin: Accessing Confidence and Satisfaction Comments

To access the comments go to the course list. 1. Click on the report button for the course you want to see confidence or satisfaction comments. 2. Click on the dropdown arrow to the top right of the unit that you want to see more details ...

Oct 29, 2019 09:27

Admin: Quiz Grading

If you are creating a quiz in a course, it is important to know that the system will only grade the questions in that section with the ‘submit and score’. Therefore we highly recommend making that last section of the course your quiz. There are two wa...

Oct 29, 2019 09:47

Location Training Summary

For any users with rights to view the location tab, we have a new way for you to view and export training reports for your locations. Be aware that this report is not available at management levels, but for locations only. Start by going to the...

Sep 14, 2023 14:51

Daily Operations Reporting

Checklists reporting can be found here in the location tab. At the top of the screen is the name of the location you're viewing. In the case you manage multiple locations, you can click this heading and select which location you would like to v...

Sep 14, 2023 09:54

Reopening Checklist Submissions

As a company admin, you can reopen daily checklist the same day they were submitted. To do this, start by going to the checklist For any checklist that has been marked as complete, you can click the ellipses and select reopen submission. This w...

Sep 14, 2023 10:05

Creating a Daily Ops Checklist

We have several types of checklist we can create. There are daily, periodic, and audits. All of these use the same builder with like differences depending on the type of checklist. We're going to look at daily operations. A checklist is comprise...

Apr 04, 2024 16:43

Completing Checklists

To open a checklist, start by looking at the checklist tab. From here, you can see all the checklists assigned to the location listed at the top of the screen. Any checklist available to your role will be visible here. Now, we can select any checkl...

Sep 14, 2023 13:17

Creating an Audit

This is how to create an audit, start by going to the Admin Dashboard. Under operations, click on audit checklist. From here, you see a list of all audits made on the site. Clicking on the plus sign at the top right of the screen will prompt you to ...

May 24, 2024 14:24

Operations Admin Overview

You can create, edit, delete, and publish checklist right here within the administrative dashboard. The three types of checklist include daily, periodic, and audit. Let's take a look at them. Daily checklists can include standard daily procedures l...

Sep 14, 2023 13:21

Checklist Audience Customization

Objective To change the audience for a specific checklist in order to assign it to specific locations and roles. Key Steps In the Operations section of the Admin Dashboard, select Audit Checklists. Start a new checklist by selecting the Add (+) ...

May 22, 2024 15:38

Checklists

Checklists If your ExpandShare instance supports Checklists (it’s an optional feature), then you will see them as a sidebar menu item. Checklists can be picked up and completed by any of your users, including yourself. Checklist Reporting ...

Dec 06, 2022 14:31

Building Checklists for Company Admins

Checklists can be used for daily tasks that need to be completed. To build a checklist start by going to the Admin tab. Next, at the bottom of the screen, you can select either Daily Ops, Periodic, or Audit Checklists. You'll need to gi...

Nov 02, 2022 14:22

What is the Newsfeed?

Newsfeed is your way of reaching out to users in your locations. The newsfeed may be used to post resources from your Library, send out Instant Assignments, share media directly from your device, or even send out company updates. Our Newsfeed comes wit...

Apr 13, 2021 15:10

Newsfeed Overview

Here are a few short videos to guide you through the Newsfeed, as a Company Admin. How to Post View Analytics and Comments Flag as Inappropriate Pinning a Post All Posts

Feb 22, 2023 11:13

How to Format Text Areas in ExpandShare

Text written within ExpandShare's systems can be personalized using a system known as MarkDown. As of 1/22/21, MarkDown, applies to the following locations: - Newsfeed - Trainer Checks - Course Builder Units: - Image - Text/HTML ...

Sep 15, 2023 11:15

How To View Newsfeed Analytics And Comments

This is how to view your post analytics and comments. Start by going to the home tab. This will bring you to the news feed. Under any post, click the insights button on the bottom right. This will display all the details related to the post and its...

Sep 13, 2023 13:38

Pinning a Post in the Newsfeed

As an admin, you may have a news feed post that you'd like to keep at the top of the news feed. This can be done by pinning the post. To pin an existing post, click the three dots and select edit. Now select the pinned post option just above the up...

Sep 13, 2023 14:18

Moderating Posts

If you or any user on the site sees a post or comments that are concerning, they can click the three dots in the upper right corner of the post and use flag post as inappropriate. If you are a company admin, this will immediately remove the post an...

Sep 13, 2023 14:31

Admin All Posts

All posts is an admin view that allows you to see all news feed posts on the site, no matter the location or role it was sent to. You can use this to see what your locations are up to manage posts, and even view the engagement of past posts througho...

Sep 13, 2023 14:33

29 July 2024 Release Notes

Welcome to our release notes! Let's check out the latest updates to ExpandShare by R365! TABLE OF CONTENTS New Features New Features Checklist CSV Export Enhancement When exported as a CSV file, checklists include additional location data. T...

Aug 09, 2024 10:17

11 July 2024 Release Notes

Welcome to our release notes! Let's check out the latest updates to ExpandShare by R365! TABLE OF CONTENTS New Features Major Improvements New Features Automated language translations are now available for courses and quizzes, enhancing mul...

Jul 11, 2024 15:32

28 June 2024 Release Notes

Welcome to our release notes! Let's check out the latest updates to ExpandShare by R365! TABLE OF CONTENTS New Features Performance Improvements New Features A digest notification will be sent to location managers to alert them of any chec...

Jul 01, 2024 10:35

5 June 2024 Release Notes

Welcome to our release notes! Let's check out the latest updates to ExpandShare by R365! TABLE OF CONTENTS New Features Major Improvements Minor Improvements New Courses Updated Courses New Features The Knowledgebase section of the Admin...

Jul 01, 2024 10:35

2/9/24 Product Update - Artificial Intelligence Knowledge Base

We’d like to tell you about an incredible new training tool available from ExpandShare--an AI assisted chatbot that can become an expert in your content and processes, and correctly answer your users’ questions 24/7. What does this mean? You can train ...

Feb 09, 2024 16:40

1/12/24 Product Update - Enhanced Checklist

We are happy to start off the new year by announcing a significant update to our Checklist feature. This update includes enhanced usability, support for Not Applicable (NA) sections, and improved styling. These upgrades apply immediately to all checklist f...

Feb 09, 2024 16:19

ExpandShare Admin Newsletter - 8.29.2023

The ExpandShare Customer Success team is delighted to announce an improved Admin Newsletter to connect, engage, and share valuable insights! This bi-weekly email will provide a curated digest of updates including new features, system updates, recently rele...

Aug 29, 2023 16:05

5/26/23 Product Update - ExpandShare AI: Artificial Intelligence Capabilities

For months, our developers have been studying ways for the ExpandShare app to use artificial intelligence to make it easy to create, improve and translate their training and operations. We're excited now to announce to our customers that your existing...

Feb 02, 2024 09:58

1/6/23 Product Update - New Action Plan Feature Available

ExpandShare customers with our Checklist feature can now create an Action Plan to resolve any defects identified during an Audit. Action Plans are follow-through tasks with specific assignees and deadlines, to resolve issues found during an Audit. ...

Mar 01, 2023 09:34

11/4/22 Product Update - New Recognition Feature Available

When employees feel valued, they’re more engaged, motivated, and likely to go the extra mile for their company. Organizations with formal recognition programs have 31% less voluntary turnover than organizations that don't have any program at all. And t...

Nov 04, 2022 15:10

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