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Glossary of Terms

This article highlights the various terms used on the platform and provides a short explanation for each.

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Written by Peter Grujic
Updated over 2 weeks ago

Organised alphabetically:


A

Activities and Activity Categories The building blocks of training in Cloud Assess. Create and organise any type of learning activity — from knowledge assessments and quizzes to observation checklists, logbooks, gap assessments, third-party reports and commencement documents.

AI Assessment Generation Upload a Word document, PDF or text file and let Cloud Assess automatically generate multiple choice questions from the content. Reduces the time spent building assessments from scratch.

AI Assessment Generation via Prompt Generate a complete assessment using plain-language instructions — no source document required. Specify the unit focus, difficulty level and question types in plain English, or combine a prompt with an uploaded file.

AI Content Refine Improve any existing question with a single action. Choose from quick options — such as making a question harder, simplifying language, fixing grammar or adding a distractor — or write a custom instruction. A side-by-side comparison lets you review the suggestion before applying it.

AI Image Generator Generate contextually relevant images from a plain-language prompt. Particularly useful in high-risk industries where suitable stock imagery is difficult to source.

AI Marking Assistant Analyses student responses and recommends marking outcomes to assessors, helping reduce manual effort and improve consistency across marking teams.

AI Question Generator Generate individual questions directly inside the activity designer. Enter a topic prompt, select a difficulty level, preview the output and insert or retry — all without leaving the designer.

Account Settings The central configuration area for your organisation's platform setup. Includes Email Templates, In-App Text Messages, Announcements, Workflow setup, Quality Checks, Inbox Rules, Module Outcomes, Note Categories, Task Groups, Activity Categories, Event Types, User Profile Fields, Export File Names, Integrations, Stripe, API Keys and Other Apps.

Alternative Sign-In Methods Learners and staff can access the platform via mobile phone number, Facebook, Google, Microsoft or a magic link — in addition to standard username and password login.

API Generate API keys within Cloud Assess to connect with external platforms, including Zapier and student management systems, enabling custom data flows and integrations.

Attempt Management Set limits on the number of times a learner can attempt an assessment, and automatically grant additional attempts when required.

Attendance Tracking Record and monitor learner attendance within scheduled training events in the calendar.

Automated Workflows Set custom triggers to automate enrolments, notifications, reminders and record updates based on defined conditions — reducing manual administration across the learner lifecycle.

Auto-Marking Automatically applies outcomes to multiple choice and dropdown questions based on configured pass criteria, removing the need for manual marking on eligible question types.

Auto-Result Automatically finalises assessment results when pre-set rules are met, streamlining the marking and results process.

Authoring Tools and Fields A comprehensive set of content-building elements including rich text, interactive components (tabs, accordion, flashcards, sketch pad), media embeds, auto-marked question types (fill in the blank, single choice, multi-choice, dropdown, drag to order, drag to match), manually marked types (short answer, long answer, file upload), and confirmation fields (signature pad, date picker).


B

Broadcast Emails and Alerts Send branded emails, in-app alerts and announcements to individual learners or groups — useful for reminders, updates and time-sensitive communications.


C

Calendar and Event Scheduling Manage training schedules, session invitations and recurring events from a central calendar, with automated reminders sent to participants.

Capability Matrix View Search and view the competencies held by active personnel within specific workgroups or roles, providing a quick reference for workforce capability planning.

Certificate Management Create, issue and verify both accredited and non-accredited certificates. Certificates can be issued manually or automatically via workflows.

Content Designer A drag-and-drop builder for creating interactive learning activities and assessments, with permission-based elements to control what different users can view or edit.

Content Marketplace Browse ready-made training content through a tile-based layout with images, categories and consistent previews, making it easy to find and deploy existing materials.

Course Manager 2.0 Group and present courses and units with rich previews, custom images and descriptions for a polished learner-facing experience.

Course Posts Enable group discussion via a course-level forum, giving learners a space to ask questions and engage with peers and trainers.

CRM and Note Categories Manage prospect and learner data, relationship notes and internal documentation within the platform — keeping all records in one place.

Custom Fields Collect additional information against a user record to capture data specific to your organisation's needs.

Cyclical Assessment Manage recurring training requirements by setting expiry dates and automated reminders for reassessment and recertification, ensuring compliance is maintained over time.


D

Dashboard A visual overview of learner progress and priority tasks, giving assessors and administrators an at-a-glance view of what needs attention.

Digital Badges Reward learner progress and achievement with digital badges and certifications that can be shared and displayed.

Digital Log Books Allow learners to record work hours and tasks digitally on mobile, capturing workplace evidence in real time.

Digital Signatures Capture electronic signatures with supporting audio or video evidence to verify authenticity and maintain assessment integrity.

Domestic Hosting All Cloud Assess data is securely hosted in Australia via Amazon Web Services (AWS), supporting data sovereignty requirements.

Dual Role Profiles Allow a staff member to hold multiple permission sets — such as Learner and Assessor — under a single login, without needing separate accounts.

Due Dates Set and manage submission deadlines for assessments, providing clear visibility for both learners and assessors.


E

Evidence Uploads Learners can submit photos, videos or audio recordings as evidence directly from their mobile devices.

Exports Export data, reports and records in PDF, CSV or Excel format for use outside the platform.


F

Financials and Payments Stripe integration for payment links, instalments, invoices and subscription billing — enabling online payment collection as part of the enrollment process.

Forms Build any type of online form using a drag-and-drop editor. Suitable for workplace visits, enrollments, feedback surveys and more.

Free Course Library Access thousands of ready-made workplace training courses at no additional cost, available to deploy directly to learners.

Framework The content and structure hub of your platform. This is where you manage Course Manager, Journeys, Org Structure, Job Roles, Activities, Forms, HTML/SCORM/LTI, Resources, Content Marketplace, Certificate Templates and more.


G

Grading Schemes Configure customizable grading scales to issue specific grade outcomes when marking activities.

Groups Learning cohorts used to organise and deliver training to a defined set of learners. Groups can be set up for a wide range of purposes including onboarding, certificates, licences and professional development.


I

Intakes Manage and track specific cohorts or groups of learners through their training, providing a structured view of progress across a class or intake.

Integrations via Zapier Connect Cloud Assess to more than 5,000 applications via Zapier, enabling automated data flows with CRM, HRIS, payroll and other platforms.

ISO 27001 Certified Hosting Cloud Assess is hosted on infrastructure certified to ISO 27001 standards, ensuring high levels of data safety and information security management.


J

Job Role Mapping Map individuals to specific roles to identify required versus missing qualifications, supporting targeted training and compliance planning.


L

Learner App A dedicated mobile application giving learners access to their training, progress and communications from any device, at any time.

Learner Catalogue A tile-based interface where learners can explore and self-enrol in available training, supporting a self-directed learning experience.

Learning Journeys Guided learning pathways that automatically release content and reminders based on pre-defined rules, including learner progress milestones.


M

Mapping Tool Visualise how assessments or clusters of assessments satisfy specific unit requirements, supporting validity and sufficiency reviews.

Messaging Secure one-to-one direct messaging between learners and assessors, keeping all training-related communication within the platform.

Mobile and Offline App Available on Android and Apple devices. Learners can check out assessments to complete offline and sync their work when connectivity is restored.

Multimedia Capture and Embedding Embed or capture video, images, audio and HTML content within activities and records — supporting rich, evidence-based learning experiences.


N

Native Integrations Pre-built integrations developed by Cloud Assess with: Axcelerate, Ready Student (formerly JobReady), VETtrak, Wisenet, Humanforce, Employment Hero and Turnitin.

Notifications and Alerts Branded emails and in-app alerts keep learners and staff informed of upcoming deadlines, new activities and important updates.


O

Offline Learners can check out assessments and complete them without internet access, then sync their responses when back in range.

Online Enrolment Engine Custom branded web forms with automated data capture and integrated payment processing, enabling a streamlined self-service enrolment experience.

Organisational View A high-level visualisation of training completion rates across business units, locations and departments.


P

Plagiarism Checker Built-in Turnitin integration to check submitted work for plagiarism and maintain academic integrity.


Q

Question Blocks Dedicated content blocks for trainer feedback, model answers and marking criteria, linked directly to questions for easier navigation and mapping.


R

Reporting Engine Generate detailed performance reports with granular filters, exportable in multiple formats for internal review, compliance and stakeholder reporting.

Resources Library A central repository for PDFs, spreadsheets and presentations that learners can access at any time to support their training.

Revision Control Manage versions of assessments and control which users have access to specific revisions, supporting quality and compliance processes.

Role Management Set up, clone or compare similar roles to assign consistent competency requirements across the organisation.


S

SCORM, HTML and LTI Support Import SCORM objects or connect external LTI tools, enabling compatibility with standard eLearning formats and third-party content providers.

Services — Digitisation The Cloud Assess Content Design team offers a professional digitisation service, converting existing paper-based or PDF training materials into interactive online content. The process typically involves a sample digitisation, project scoping, quoting and full content development.

Single Sign-On (SSO) Centralized enterprise login integration, allowing users to access Cloud Assess through their organisation's existing identity provider.

Skills Matrix A visual grid cross-referencing role profiles against personnel to identify real-time skill gaps across the workforce.

Skills Matrix Report A detailed matrix of unit enrolments across an intake, broken down by user, organisational structure or job role.

SMS Send bulk text messages directly to learner mobile devices for reminders, urgent alerts or enrollment confirmations.


T

Terminology Configure the outcome and delivery labels used across your platform to match your organisation's language — for example, choosing between terms like qualification, course or programme.

Third-Party Access Provide secure platform logins to external stakeholders such as workplace supervisors and parents, with controlled access to relevant records.

Third Party Reports Enable external stakeholders — such as workplace supervisors — to provide evidence or verify learner competency directly within a unit, without requiring full platform access.

Timeline A visual audit trail showing the full history of every action and step taken for every user and record, supporting compliance and quality review.

Training The primary workspace for training delivery in Cloud Assess. From here you can access all key areas of the platform including To Do, My Calendar, All Records, Groups, Forms, Users and Reports.

Training Matrix Accessed via an intake, the training matrix provides a global view of learner progress across a cohort.

Training Plans Built-in support for managing trainees and apprentices, including state-specific templates with pre-populated fields, progress-linked updates and digital signatures.

Training Spend Optimisation Analytics tools to help prioritise training budgets based on identified skill gaps across the organisation.

Two Factor Authentication Requires a secondary verification code in addition to a password, adding an extra layer of protection for user accounts and sensitive data.


U

User and Access Management Granular permission settings for Learners, Assessors, Managers and Administrators, ensuring each user sees and can do only what their role requires.


V

Verification of Competency (VOC) Dedicated workflows for verifying skills and safety competencies in high-risk roles, supporting ongoing compliance and workforce readiness.

View Learner App Allows assessors, administrators and power users to view the platform exactly as a learner sees it, supporting troubleshooting and quality review.


W

Webhooks Enable real-time data exchange with enterprise HRIS and CRM systems. Automated triggers reduce manual data entry and synchronisation lag, supporting a single source of truth across platforms.

White Labelling Customise the platform with your organisation's branding — including logos, colours and other visual elements — for a consistent learner experience.


2

256-bit SSL Encryption All data transmitted to or from the Cloud Assess platform is protected by 256-bit SSL encryption, ensuring secure communication at all times.

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