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accutraining:manual:advancedoptions [2018/04/30 17:34] – [Single Sign-On] nickaccutraining: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/edit.  All tags in **%%AccuTraining%%** consist of only 1 of 2 options: **User Tags** or **Attendance Logs Tags**.
 +{{:accutraining:manual:accutraining-advancedoptions-tags.jpg?nolink|}}
 +
 +=== User Tags ===
 +**User tags** get tagged to group a type of user, user trait, etc.
 +{{ :accutraining:manual:accutraining-advancedoptions-tags-usertags.jpg?nolink&650 |}}
 +
 +=== Attendance Log Tags ===
 +**Attendance Logs Tags** are used to tag someone because of a Training Course they attended.
 +{{ :accutraining:manual:accutraining-advancedoptions-tags-logtags.jpg?nolink&650 |}}
 +
 +=== Create a Tag ===
 +From the corresponding **Tag Type** screen that you want to create choose the **Create New** button to get started.  Then complete the following steps:
 +{{ :accutraining:manual:accutraining-advancedoptions-tags-createnewtag.jpg?nolink |}}
 +  - 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**, **Operator**, **Employee** or any other **Custom Role** that you want to be able to view this tag/group.
 +      * **Roles with edit access** - Choose from the **Administrator**, **Operator**, **Employee** or any other **Custom Role** that you want to be able to view this tag/group.
 +      * **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 and offered.  These could be the the timelines they have to complete the **Training Plans** by or when the recurring **Training Courses** stop and start. Typically these are used for easy reporting filters too. Here is an example of annual reporting terms: 
 +{{ :accutraining:manual:accutraining-advancedoptions-terms.jpg?nolink&650 |}} 
 + 
 +=== 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**.{{ :accutraining:manual:accutraining-advancedoptions-terms-createnew.jpg?nolink |}} 
 +   - Once it is complete you can now add days as **Days Off**.  These days will be blocked off the recurring schedules so they are only necessary if you intend on not having **Employees** train on those days.  There will be a section that shows U.S. National Holidays that are in a box of **Suggested Days Off**.  If you want to add these dates simply click on each of them you want to be added as **Days Off**.{{ :accutraining:manual:accutraining-advancedoptions-daysoff.jpg?nolink&600 |}} 
 +   - Done! Enjoy the **Terms** that you can now assign [[accutraining:manual:general#training-courses|Training Courses]] to in the system. 
  
 ==== Translations ==== ==== Translations ====
 Translate or change the terminology used in the system.  This area is recommended for only advanced users. Translate or change the terminology used in the system.  This area is recommended for only advanced users.
  
-{{ :accutraining:manual:settings-terminology.png?direct&600 |}}+{{ :accutraining:manual:accutraining-advancedoptions-translations.jpg?nolink&650 |}}
  
-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.  To do this simply do the following: 
 +  - 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's need to save these options to move on.
  
-<note important>When you make a change to a certain keyword it will change this throughout the account.</note>+<note important>When you make a change to a certain keyword it will change this throughout the account.  This means you'll need to remember the default or original terminology when referencing sections of this manual.</note>
  
 ==== User Roles ==== ==== User Roles ====
 Customize the user roles and their permissions. Customize the user roles and their permissions.
  
-{{ :accutraining:manual:settings-userroles.png?direct&600 |}}+{{ :accutraining:manual:accutraining-advancedoptions-userroles.jpg?nolink&650 |}}
  
 === 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.
  
 +{{ :accutraining:manual:accutraining-advancedoptions-viewaudits.jpg?nolink&650 |}}
  
 +This search can be very helpful when determining what your other users/admins are changing in the system so that you know who has been changing settings, etc.  Choose to search using the following options on this form:
 +  * **User** - Use this option to run an audit on a particular **Employee's/User's** actions.
 +  * **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**.
  
 +<note>This resource is recommended to be used by advanced users only.  The reason for this recommendation is not because you can make changes or cause any issues, but rather that creating the queries may prove difficult for users not familiar with **%%AccuTraining%%**.</note>