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Admin functions

Debbie Churcher
Updated

LMS

Step-by-step guide

  1. Select Team>Team Management 

  2. Enter a Name, Personal ID or E-mail in the Search Users field to identify the user. Alternatively, you can use the filter selections to further refine the search



  3. 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.

  4. If relevant, amend the number of results you want to show on a page using the Results per page dropdown at the bottom of the screen.

  5. Select the Search button to see the results. Selecting the Reset button clears the search criteria and rests the page to the start.

  6. Select the Admin Functions button to open the menu and select the relevant option from the dropdown menu.

The following admin functions are available:

Admin functions

Extract

Downloads an Excel spreadsheet containing all of the data held in the site for the user. This is useful in response to Data Subject Access requests.

Impersonate 

Enables an administrator to login in to see the site as the user. This is useful to troubleshoot an issue experienced by the user.

You will be logged out of the site and logged in again as the selected user.

Mark Dormant

Marks a user as dormant if they are on long term leave.

The user’s status will be updated to Dormant within the Security Details section of their profile. The user will not be affected by your inactive user policy during this time.

Mark Inactive

Marks a user as inactive if you want them to stop accessing the platform.

The user’s status will be updated to Inactive within the Security Details section of their profile. The user will be unable to log in.

Mark Leaver

Marks a user as a leaver if they have left the organisation.

The user’s status will be updated to Leaver and a leaving date will be applied to the Employment Details section of their profile. This leaving date will be immediate.

Purge

Purges a user to delete or anonymise them

The user’s status will be updated to ‘Scheduled for Purge’ and a leaving date will be applied to the Employment Details section of their profile. The user will be purged after the grace period defined in your GDPR settings.

View Journey

Shows the status of a user’s Journeys.

View On the Job

Shows a user’s On the Job learning activities

View Training Plan

Shows the status of a user’s Training Plans. A list of all assigned training plans for the selected user will be displayed. The progress of individual plans, and courses, can be tracked here.

View Training History

View a user’s Training History, grouped by year.

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