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accutraining:manual:advancedoptions [2018/04/30 17:34] – [Single Sign-On] nick | accutraining:manual:advancedoptions [2018/05/01 11:35] (current) – [View Audits] nick | ||
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Create, update and delete the tags in your account. | Create, update and delete the tags in your account. | ||
+ | === Tag Types === | ||
+ | The first screen you see in this section allows you to pick the tag type you want to view/ | ||
+ | {{: | ||
+ | |||
+ | === User Tags === | ||
+ | **User tags** get tagged to group a type of user, user trait, etc. | ||
+ | {{ : | ||
+ | |||
+ | === Attendance Log Tags === | ||
+ | **Attendance Logs Tags** are used to tag someone because of a Training Course they attended. | ||
+ | {{ : | ||
+ | |||
+ | === Create a Tag === | ||
+ | From the corresponding **Tag Type** screen that you want to create choose the **Create New** button to get started. | ||
+ | {{ : | ||
+ | - Complete the information about the tag: | ||
+ | * **General information** | ||
+ | * **Tag Type** or **Group** will be pre-selected to either User or Attendance log tags | ||
+ | * **Tag** - This is the name of the tag. | ||
+ | * **Description** - This a brief explanation of the tag. | ||
+ | * **Requested by** - This is the person who wanted this tag in the system. | ||
+ | * **Security** | ||
+ | * **Roles with view access** - Choose from the **Administrator**, | ||
+ | * **Roles with edit access** - Choose from the **Administrator**, | ||
+ | * **Only users with scope** - Filter the **Users** from the previous 2 options to only those who have access to the specified **Locations** you choose here. | ||
+ | - Finally click the **Save** button at the bottom of the screen to save the tag. | ||
==== Terms ==== | ==== Terms ==== | ||
- | Define the terms where the events will be available. | + | Define the **Terms** when the events will be available |
+ | {{ : | ||
+ | |||
+ | === Create New Term === | ||
+ | Do the following to create a new **Term**: | ||
+ | - Click the **Create New** button from the list of **Terms** screen. | ||
+ | - Now complete the **Name**, **Start Date**, and **End Date**.{{ : | ||
+ | - Once it is complete you can now add days as **Days Off**. | ||
+ | - Done! Enjoy the **Terms** that you can now assign [[accutraining: | ||
==== Translations ==== | ==== Translations ==== | ||
Translate or change the terminology used in the system. | Translate or change the terminology used in the system. | ||
- | {{ : | + | {{ : |
- | Choose from a list of hundreds of Terminology you can translate to your terms that your institution uses. | + | Choose from a list of hundreds of **Terminology** you can translate to your terms that your institution uses and understands. |
+ | - Type in your search keyword(s) you want to replace in the website **Terminology** (top-left corner of the screen) and click the **Filter** button. | ||
+ | - Now in the results listed simply replace the entire text in the left-hand column with what you want in the textbox in the right-hand column. | ||
+ | - Done! There' | ||
- | <note important> | + | <note important> |
==== User Roles ==== | ==== User Roles ==== | ||
Customize the user roles and their permissions. | Customize the user roles and their permissions. | ||
- | {{ : | + | {{ : |
=== Default User Roles === | === Default User Roles === | ||
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==== View Audits ==== | ==== View Audits ==== | ||
- | View the actions performed by the users. | + | Use this section to view the actions performed by any of the users in case you need to know who needs coaching about the changes they are making in the system and their impacts. |
+ | {{ : | ||
+ | This search can be very helpful when determining what your other users/ | ||
+ | * **User** - Use this option to run an audit on a particular **Employee' | ||
+ | * **Time Range** - Use this option to narrow the audit down to a specific time-period. | ||
+ | * **Resource** - Use this option to limit the search to a particular module in **%%AccuTraining%%**. | ||
+ | * **Action** - Use this option to further limit the search to a particular action for the chosen **Resource** above. | ||
+ | * **Applied on type** - Typically is pre-selected based on the **Resource** set above but this is referring to the type of **Resource** that would be affected by the changes above to the above **Resource**. | ||
+ | * **Applied on entity** - Typically this is left blank but this is referring to the specific **Resource** name that would be affected by the changes to the above **Resource**. | ||
+ | < | ||