Work with Users

The User Information page allows you access to several administrative functions that you can perform on individual users, including assigning content, completions, exemptions and equivalencies, running reports, and erasing user account information.

  1. Click User > User Information.
  2. Select the administrative function you wish to perform:
    • Edit User Information
    • Assign Individual Learning Plan Assignments
    • Assign Exemptions/Equivalencies
    • Assign Completions
    • Run User Report, Completions Only
    • Run User Report, Exemptions and Equivalencies
    • Run User Report, Training Status
    • Run User Report, Learning Program
    • Run User Report, Email
    • Run Learning Plan Assignments by User Report
    • Questionnaire Review (if available)
    • Questionnaire Results (if available)
    • Test Attempt Reset (Use if the Completion setting Maximum number of test attempts is configured. This resets all progress in the course for the user.)
    • Erase User
  3. Note: In order to perform the above functions, users with your level of security must be granted read and change access to that feature.
    Search for the user(s).

    Optionally, click Get All Users to return all users included in the audiences you own.

    To search for users by name:

    1. In the Search for user by field, type the first letter(s) of the last name.

      Optionally, use the drop-down menu to search by Last Name, or User ID.

      If desired, filter the users by the Status Active, All or Inactive.

    2. Click Find.

      The users are listed under Step 3.

    To search for user by demographic attribute:

    1. Click Search For User By Demographic.

      You may need to reselect the administrative function.

    2. Select a value from a demographic drop-down list.

      Optionally, narrow the list of users displayed by selecting additional values from one or more demographic attributes.

      Note: Users must be assigned all selected demographic values in order to show in the filtered list.

      All users that meet the criteria for that demographic attribute are listed.

      If you expect to see a filter but don't, someone may have excluded it from the list of filters that display because it contained too many values. When a demographic attribute has too many values, the page may not load. To include it:

      1. Go to Audiences then Attributes.
      2. Locate the attribute in the list, unselect the check box in the Exclude from filters list column.
      3. Select Update. The unchecked attribute displays on all pages where you can filter by demographic attribute.

  4. Click the user's name under Step 3 to perform the selected administrative function.