4.2. Single User

• The administrator can create users with or without business units.
• The users created can also be a BU administrator who in turn has the rights to create and add as many users under each business unit.
• The BU administrator can access all the details of the users created under them.

4.2.1. Create Users

To create single users:

1. Click Admin > Manage Users > Users. The following Manage Users screen appears.

Note

After the resources/programs are created, they must be published to the single users. Refer publish or add resources to single users to map the resources/programs.

2. Click Create New. The following Create User screen appears with relevant fields to be filled.

Important

1. It is mandatory to place each user under the respective business units. If business unit is set to “/”, then the users are created under general business unit representing no parent-child relationship.
2. The location is mapped to the classroom location.
3. The email field is mandatory.

Note

• The business unit and reporting manager is not mandatory for all users.

• The reporting managers are grouped under different business units.

• The user types are selected from the dropdown list:

  1. Learner

  2. Admin

  3. SysAdmin

• The contact type is also selected from the dropdown list:

  1. Full time & Part time

  2. Fixed time

  3. Seasonal

  4. Casual and Independent

• when checked, users will receive mail regarding the new account creation.

• when checked, it generates an automatic password.

• The Custom Fields are additional field of information that is added to the existing fields.

4.2.1.1. Edit and Delete User

To edit user:

Click Edit . The Edit Account screen appears with the chosen fields to be edited.

Note

when checked, the user account is disabled and will be unavailable to the user. The disabled account can be enabled again later.

To delete users:

Click Delete . It deletes the selected users.

Note

Single users cannot be deleted, if it is assigned with a dependency. For example, if single users are grouped under a particular group or if is assigned to the resources/programs, then it cannot be deleted.

4.2.1.2. Details and Reset Password of User

To display user details:

* Click Details . The Details screen appears displaying selected user details.

* The Details screen provides option to edit user details at any point, by clicking Edit .

To reset password:

Click Reset Password . The Reset Password screen appears.

4.2.2. Import Bulk Users

• The users are uploaded in bulk by importing it via .csv file. The .csv file size should be less than or equal to 4MB.
• Click Import. The following Import Users screen appears.

Important

• Create business unit, if not exist: While importing users, if new business unit name does not exist in the application, then it is automatically created along with its users while uploading the .csv file.
• Create location, if not exist: While importing users, if new location name does not exist in the application, then it is automatically created while uploading the .csv files.
• Create department, if not exist: While importing users, if the new department name does not exist in the application, then it is automatically created while uploading the .csv files.

4.2.3. Delete Users

Multiple users can be deleted either by selecting the specific user or by selecting all the users at a single select.

To delete users:

• Select the desired users > click Delete > deletes only the selected users (or)

• Select User Name column > click Delete > deletes all the users.

Note

• Newly added users can be deleted.

• The user cannot be deleted, if is assigned with a dependency.

• For example:

  1. If a single user is grouped under a particular user group or is assigned to the resources/programs, then it cannot be deleted.
  2. The users who have already logged into the LMS, cannot be deleted.

4.2.4. Export Users

The user’s details are exported to the Excel in .csv file.

To export users:

Click Export, to export details to the respective .csv file.

4.2.5. Publish Resources or Programs to Single Users

To add or publish resources to single users:

1. Online resources and programs can be added directly to the individual users. The added resources or programs, will be directly listed under My E-Learning Courses tab.
2. The request approval type resources when added directly, it bypasses the rule of approval from the reporting manager or administrator and will be listed under My E-Learning Courses tab.
3. The visual report displays the graphical user interface report of a particular user reporting to the administrator/super admin under the same business unit.
4. The consolidated report generates combined user report for both e-learning courses and the classroom trainings assigned to particular user.

• It displays particular user details such as name, status, type of resources, location details, scores, etc for the classroom trainings and e-learning courses. Refer User Report for more details.
• This report can be exported to the excel in the .csv file format.

5. The training cost report displays details on the individual user’s total instance cost for the attended and not attended classroom training.

4.2.6. Graphical View Report

• The consolidated visual progress chart is displayed for the reporting manager, administrator and all its listed reportees/users.

  1. For Reporting Managers: Displays the combined report of all the reportees reporting to the reporting managers.

  2. For Administrators: Displays the combined report of all the users reporting to the administrator/super admin under the same business unit.

• The consolidated visual chart is divided as follows:

  • E-learning Report
  • Login Report
  • Classroom Training Report
  • Feedback Report

• The e-Learning report displays the graphical user interface report for both e-learning programs and the resources.

• The feedback reports are classified as follows:

  • Participant Feedback
  • Trainer Feedback
  • Training Feedback
  • Question Analysis Report
  • Trainer Status Report

To access:

Click Admin > Manage Users > Users > Consolidated Report > Graphical View Report. The following OverAll User Progress Visual Chart screen appears as shown below.

4.2.6.1. OverAll User Progress Visual Chart

4.2.6.1.1. E-Learning

• The E-learning chart provides quick view on the resources count based on the status of the resources for the administrator/reporting manager.

• The status of the any resources can be either Completed, In-Progress or Not Started.
• The administrator/ reporting manager can click on the respective status tabs to check for the assigned resources progression of the users / reportees.
• At the administrator level: the latest 7 days, 30 days and 12 month chart display the e-Learning course count based on the respective status of each user under the same business unit.
• At the team level: the latest 7 days, 30 days and 12 month chart display the e-Learning course count based on the respective status of all the reportees reporting to a particular reporting manager.
• The resource based report displays the overall progress of the selected resource, i.e., total number of user status either as completed, in-progress or not started.
• The e-Learning report displays reportees listed under the reporting managers hierarchy and as for the administrator, the users listed under the administrator’s business unit will be displayed.

4.2.6.1.2. E-learning Program Chart

• The e-Learning program chart displays the overall program progress status of all the users.

• The e-learning program progress report for the reporting manger displays consolidated program status of the team reportees.

• The administrator e-learning program progress report, displays consolidated program status of all the users belonging to the administrator’s business unit.

  o E-learning program: Provides quick view of the programs count based on the status, i.e. completed, in-progress or not started by the team reportees/ users.

  o Program resources: Display a graphical representation of a particular program’s resource status count of the team reportees/ users on selecting the resource.

  o Forthcoming programs: By default, it displays a graphical representation of the programs that are to be added to the team reportees/ users for the next 30 days.

  o Forthcoming expire programs: By default, it displays a graphical representation of the programs that is about to expire by next 30 days for the team reportees/ users.

4.2.6.2. Classroom Training Progress Chart

4.2.6.2.1. Training

• At administrator/team level: the trainings instances published to the users or reportees by the administrator or reporting manager will be listed in the drop down list.
• The instance count is displayed based on the trainings published to the users/reportees by the administrator or reporting manager.

4.2.6.2.2. Recently Attended Trainings

• The training chart displays a graphical representation of the recently attended classroom trainings by the team reportees or by all the users for the last 30 days.
• The chart displays the complete month report of the training instance count for which the attendance is already taken.
• The entire month chart is split into the week-based chart

4.2.6.2.3. Enrolled Trainings for Next Quarter

• The chart displays total number of training programs, enrolled by the team reportees or by all the users for the next quarter.
• Enrolled consists of the following statuses like enrolled, pending approval, on waiting list and cancelled pending approval.
• By default, the chart displays a quarterly report starting from the current day to the end date of the month.
• When the users / reportees selects a particular month, the chart displays complete quarterly report starting from the first date of the month till the end date of the month.

4.2.6.2.4. Upcoming Registration Closure Trainings

• The chart displays total number of training programs assigned to the team reportees or to all the users for the next 3 months, for which the registration date is yet to expire.
• It displays the instance count on the number of users / reportees not nominated for the training, i.e; it lists all the trainings listed under the Available Training tab.
• By default, the chart displays a quarterly report starting from the current day to the end date of the month.
• When the users / reportees selects a particular month, the chart displays complete quarterly report starting from the first date of the month till the end date of the month.

4.2.6.3. Login Report

• The login chart provides graphical representation of the users / reportees login count to the LMS everyday.

• At the administrator level: the latest 7 days, 30 days and 12 months login report displays a successful login count report of every user under the same business unit.
• The user wise visual chart is displayed only for the administrator.
• At the team level: the latest 7 days, 30 days and 12 months login report displays a successful login count report of all the reportees reporting to the reporting managers.

Note

1. The monthly chart is split into week-based chart.
2. User can also generate entire month & year wise chart.

4.2.6.4. Feedbacks

4.2.6.4.1. Training Feedback

• The training feedbacks are available to the administrator, trainer and reporting managers.

• The chart shows an analogy on the achieved participant feedbacks for each attended classroom trainings, that which is given by the trainer/ administrator.

• The training feedback report can be filtered based on the category, start date and end date.

• The training feedbacks must satisfy the below given 2 conditions:

  1. The classroom trainings must be attached with the participant feedback.
  2. Any one of the participants must give feedbacks on the respective trainings.

• The training feedback is calculated based on the average sum of users ratings for the training divided by the number of users rated for the trainings.

• There can be only one training feedback for each classroom training.

• The training feedback reports are displayed 5 per page.

• For the training feedback, the attendance must be taken by the trainer or the administrator.

4.2.6.4.2. Trainer Feedback

• The trainer feedback report is available to the administrator, reporting manager and also for the trainer.
• The trainer feedback report can be filtered based on the category, start date and end date.

• The trainer feedback must satisfy the below given 3 conditions:

  1. The user defined must be a trainer.
  2. The classroom trainings must be attached with the trainer feedback.
  3. Any one of the participants must give feedback on one training.

• The trainer feedback is given by the participants.

• The trainer feedback is calculated based on the feedback percentage given by the participants, for one training that the trainer is assigned to.

4.2.6.4.3. Trainer Status Report

• The trainer status report is available only for the trainer.
• The trainer status report is displayed based on the location status count, i.e., either Completed or Yet to Complete.

• The trainer is provided with the status count report on the number of trainings completed in the respective locations for the latest 7 days, 30 days, 3 months and 12 months for the trainings assigned to the trainer.
• A report on the status count for the upcoming 7 days, 30 days, 3 months and 12 months, is also displayed based on the number of trainings that is yet to be completed in the respective locations for the trainings assigned to the trainer.

4.2.6.4.4. Feedback Question Analysis Report

• The feedback question analysis report is available to the administrator and reporting manager.
• The feedback question analysis report displays, an average count on each question answered by the users / reprotees for any feedbacks.

• This is calculated based on the average sum of the ratings given by the user divided by number of users.
• The feedback analysis report can be filtered based on the feedback category.

4.2.6.4.5. Participant Feedbacks

• The participant feedback is available to the administrator and reporting manager.

• The participant feedback report can be filtered based on the category, start date and end date.
• The average feedback percentage of all the reportees / users, who have attended the classroom trainings, will be displayed.
• This is calculated based on the average sum of ratings provided by the trainers for all users on the particular trainings.

4.2.7. User Report

• The user report generates a complete progress report of all the users under same business unit, total usage, hours spent on both e-learning courses and classroom trainings.
• A filtered report can be generated based on the User Name, Start and End Date.
• This report can be exported to the excel in the .csv file format.

To access:

Click Admin > Manage Users > Users > Consolidated Report > User Report. The following Report screen appears as shown below.

4.2.8. TNI Report

• This generates detailed report on the training need identification (TNI) for the all the published users under the same business unit.

• To access:

  Click Admin > Manage Users > Users > Consolidated Report > TNI Report.

  

• Refer TNI Report under TNI for more details.

4.2.9. Training Cost Estimation

• The consolidated training cost estimation report displays each instance’s total cost for the attended and not attended classroom trainings by the users under same business unit.
• This report can be filtered based on the Username, Start and End date.
• The report is exported to the Excel in .csv file format.

To access training cost report:

* Click Consolidated Report > Training Cost Estimation. The following Consolidated Training Cost Details screen appears as shown below.

* Click Export to Excel to export the report to the .csv file.