LMS
Step-by-step guide
- Select Team>Team Management
- Enter a Name, Personal ID or E-mail to identify the user. Alternatively, you can click on the filter button and use the selections to further refine the search
- If required, select the Team members that report to me only checkbox to refine the search to only users that report to you in the site
- Select the Search button to see the results. Selecting the Reset button clears the search criteria and rests the page to the start
- Select the View Profile button to open the user’s Profile page
User status
Each user of the platform has a User Status assigned to their profile. This status is used to identify users in the site or to search for users who have either left the organisation or who are away for another reason, eg long-term absence.
The User Status appears as a filter option in both the Team Filters (user search) and Report filter dropdown selections.
View the User Status options
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Active |
A user who has logged into the site within the agreed period specified in the inactive user policy. |
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Inactive |
A user who is unable to login to the site due to ‘Allow Access’ not being checked in their profile’s security details. This may have happened automatically due to the inactive user policy |
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Dormant |
A user on long-term absence from who should not be affected by the inactive user policy settings. |
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Leaver |
A user who is unable to login to the site due to them leaving the business – they will have a leaving date set in the Employment Details section of their profile. |
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Anonymised |
A user who has been purged from the site by process of anonymisation. Personal details can only be found within compliance course training records. |
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Scheduled for Purge |
A user who has been set to be purged (to be anonymised or deleted) from the site (which may have been scheduled due to the inactive user policy). The user will be purged after the number of days provided in the Purge Grace Period configuration setting. The purge date for this user can be viewed in in the Security Details section of their profile. |
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Pending Approval |
A user who has registered to the site and is awaiting system administrator approval before being able to log in. |
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