User Profile Customization

Document created by 1020812 on Aug 8, 2014Last modified by 2261980 on Jan 24, 2017
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User Profile Customization

This section is located within the Settings tab under User Profile Customization (located on the left side of your screen).

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User Categories

The User Categories section is found within the User Profile Customization section on the left side of the screen.  In this section you can add and delete user categories.  User categories are used to categorize your Learners into specific groups.  For example, you can add the user category "Employee" or "Supervisor."  The benefit of adding user categories is that you can filter your report data by user category if you choose. 

 

Adding a new user category: To add a new category click the "+Add Category" button.

 

After clicking the "+Add Category" button, you will be brought to a new page where you will add a name and description for your user category.  Both fields are required (indicated by *).  You also have the ability to add Learners to the category you are creating.  To add Learners, click on the "+Add Users" button.

When you are done click the Save button on the right.

 

Editing a user category: To edit a user category, click right on the name of the category.  This will bring you to the screen where you can modify the title or description of the category, or you can modify the list of Learners that are included within the category.  You can add new Learners here, or remove Learners  as needed.

 

Please Note:  You can only delete a user category if no Learners are assigned to it.

 

Departments

The Departments section is located within the User Profile Customization section on the left side of the screen.

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In this section, you can add, delete, and edit existing departments within your organization.

Adding a new department:

To add a new department, click the "+Add Department" button.  You will be brought to a new screen where you will enter the name of the department you are adding.  Name is a required field (indicated by *).

Next you can add Learners to the department you are creating by clicking on the "+Add Users" button.

When you are done naming the department and adding Learners, click the Save button.

Editing a department:

To edit a department name or modify the list of Learners assigned to it, click on the name of the department to be brought to the next screen where you can make your changes.  Click Save when done.

Please Note:  You can only delete a department if no Learners are assigned to it.

 

Employment Types

The Employment Types section is located under the User Profile Customization section on the left side of the screen.

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In this section, you can add, delete, and edit existing employment types within your organization.

Adding a new employment type:

To add a new employment type, click the "+Add Employment Type" button.  You will be brought to a new screen where you will enter the employment type name.  Name is a required field (indicated by *).  Employment type can be used to differentiate between full time and part time employees.  Creating employment types will enable you to filter your reports by this attribute.

Next you can add Learners to this employment type by clicking on the "+Add Users" button.  When you are done, click on the Save button.

 

Editing employment types: To edit an employment type or modify the list of Learners assigned to it, click on the name of the employment type to be brought to the next screen where you can make your changes.  Click Save when done.

Please Note:  You can only delete an employment type if no Learners are assigned to it.

Ethnicities

The Ethnicities section is located under the User Profile Customization section on the left side of the screen.

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In this section, you can add, delete, and edit existing ethnicity groups within your organization.

Adding a new ethnicity group: To add a new ethnicity group, click the "+Add Ethnicity" button.  You will be brought to a new screen where you will enter the name of the ethnicity group.  Name is a required field (indicated by *).

Next you can add Learners to this group by clicking on the "+Add Users" button.  When you are done, click on the Save button.

Editing an ethnicity group: To edit an ethnicity group or modify the list of Learners assigned to it, click right on the name of the ethnicity group to be brought to the next screen where you can make your changes.  Click Save when done.

Please Note:  You can only delete an ethnicity group if no Learners are assigned to it.

DISCLAIMER: Only the ethnicities provided by Relias will pull into the EEOC Report.

Job Titles

The Job Titles section is located under the User Profile Customization section on the left side of your screen.

This is where you will add, delete, or edit existing job titles for your Learners.

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Adding a new job title: To add a new job title click on the "+Add Job Title" button.  Enter the job title and click Save.  You can also add Learners to this job title by clicking on the "+Add Users" button.  A new window will appear where you can select your Learners.

Editing a job title: To edit a job title, click on the name of the job title.   You will be brought to the next screen where you can make your edits.  Click Save when done.

Please Note:  You will only be able to delete a job title if there are no Learners assigned to it.

User Locations

User Locations is located under the User Profile Customization section on the left side of the screen.

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In this section, you can add, delete, and edit existing locations.  User Locations can be used to differentiate your Learners based on cities or regions, or different floors/wings of a building, for example.  User Locations is an attribute that can be used when filtering your report data.

Adding a new location: To add a new user location, click the "+Add Location" button.  This will bring you to a new screen where you can enter the name and description (both are required fields indicated by *). When you are done, you can click Save or add learners to this location.  To add Learners, click the "+Add Users" button and select your Learners.  Click Save when done.

Editing a location: To edit a location, click on the name of the location.   You will be brought to the next screen where you can make your edits.  Click Save when done.

Please Note:  You will only be able to delete a user location f there are no Learners assigned to it.

 

Custom Fields

Custom Fields is located under the User Profile Customization section on the left side of the screen.

Relias gives you the option to create additional categories for the purpose of assigning course work or for filtering your reports.  These are the custom fields and there are three available.

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You can add, delete, and edit your custom fields in this section. To add a custom field click the "Add Custom Field" button.  Enter the value in the box, and if you are ready to add Learners, click on the "Add Users" button on the bottom.

After you click "Add Users", a new window will open up where you can select all the Learners associated with this value.

Editing Custom Fields:

To edit a value click on the name of the custom field to be brought to the page where you can make your changes.

To delete a custom field select the box next to that field and click the "Delete" button.

Please Note:  You will only be able to delete a custom field if there are no Learners assigned to it.

 

Please note:  You can rename the field categories (Custom Field 1 or Custom Field 2) by using the Customize Languages option with the Settings tab.  For example, you can rename Custom Field 3 to say "Shift."  See Customize Languages for instructions.

 

To get back to the Knowledge Base and the master list of topics, please click here: RLMS Knowledge Base

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