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Configure the Learning Model in UpKeep Learn

Set up the admin console that powers AI course generation, skill gap analysis, and compliance tracking.

Updated yesterday

🧠 Overview

The Learning Model is the admin configuration console that powers everything downstream in UpKeep Learn β€” AI course generation, skill gap analysis, and compliance tracking. Configure it once and the rest of Learn gets smarter automatically.


✨ Key Capabilities

  • Organization profile β€” company profile, industry, geography, and regulatory frameworks

  • Content Standards β€” tone, preferred/banned terms, training defaults, custom AI instructions

  • Job Titles β€” roles with required skills, team compliance %, and onboarding path links

  • Skills β€” your skills and certifications catalog with work context requirements

  • Sources β€” which Library items the AI can use as knowledge when generating courses


The Five Tabs

1. Organization

Define your company profile like industry and geography.

2. Regulatory Frameworks

Set up the regulatory frameworks defining the sets of rules and standards that your organization must follow to operate legally, safely, and responsibly within your industry. This, along with your organization settings, grounds every AI-generated course in your real operating context.

3. Content Standards

Set the rules for how training content should read and feel:

  • Tone β€” formal, conversational, etc.

  • Preferred and banned terms β€” keep terminology consistent

  • Training defaults β€” default length, format, assessment style

  • Custom AI instructions β€” additional guidance the course generator should always follow

4. Job Titles

Manage the roles in your organization:

  • Attach required skills to each role

  • Monitor team compliance % against role requirements

  • Link onboarding paths so new hires follow the right sequence

5. Skills

Your central catalog of skills and certifications. For each skill, define work context requirements β€” where it applies (asset, work order, permit, inspection, or training).

6. Sources

Control which Library items the AI can use as knowledge when generating courses. Only items with AI synthesis enabled in the Library appear here. See Manage your Content Library in UpKeep Learn.


πŸ”§ Getting Started

  1. Go to Settings β†’ Learning Model (or open it directly at app.onupkeep.com/lms/settings/learning-model)

  2. Start on the Organization tab and complete your company profile

  3. Add Regulatory Frameworks for your organization

  4. Open Content Standards and set tone, terms, and defaults

  5. Build out your Skills catalog with work context requirements

  6. Define Job Titles and attach required skills to each

  7. Review Sources to confirm the right Library items are AI-enabled

  8. Click Save on each tab as you go


πŸ’‘ Best Practices

  • Complete Organization and Content Standards first β€” every downstream feature relies on them

  • Keep your Skills catalog lean and specific β€” broad skills make compliance tracking fuzzy

  • Use banned terms to prevent outdated product names or deprecated jargon from creeping into courses

  • Audit Sources regularly to keep AI-generated content fresh and accurate

  • Revisit Job Titles when roles or required skills change


🎯 Common Use Cases

  • Compliance tracking β€” monitor team compliance % against role requirements and close gaps proactively

  • AI course generation β€” generate targeted training grounded in your standards and sources

  • Skill gap analysis β€” identify where teams are missing required skills and certifications


❓ FAQ

Do I have to fill out every tab before using Learn?
You can start generating courses with just Organization and Content Standards configured, but Job Titles, Skills, and Sources unlock the full value.

How do Sources connect to the Library?
Items in the Library with AI synthesis enabled automatically appear under Learning Model β†’ Sources.

Can I change these settings later?
Yes β€” the Learning Model is fully editable. Updates apply to newly generated courses going forward.

Who can edit the Learning Model?
Admins with access to Learn settings. Check your role permissions if you can't see the option.

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