Users report: Difference between revisions
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There are buttons to take you to the ''Course completion report'', ''Change course enrolments'', ''Change course licenses'' and ''Download all certificates''. For each row there is also a button for ''Clear course'' or ''Remove course'' that is shown if the user has not yet been removed from that course. Clicking on the ''Clear course'' button will un-enrol and clear down the user from that course, retaining the reporting information, to allow them to re-take it again. Clicking on ''Remove course'' will do the same except reporting information will also be removed. The ''Revoke license'' button will be present if the user hasn't started the course yet and can be used to remove the license from them. | There are buttons to take you to the ''Course completion report'', ''Change course enrolments'', ''Change course licenses'' and ''Download all certificates''. For each row there is also a button for ''Clear course'' or ''Remove course'' that is shown if the user has not yet been removed from that course. Clicking on the ''Clear course'' button will un-enrol and clear down the user from that course, retaining the reporting information, to allow them to re-take it again. Clicking on ''Remove course'' will do the same except reporting information will also be removed. The ''Revoke license'' button will be present if the user hasn't started the course yet and can be used to remove the license from them. | ||
Clicking on the 'Edit mode' button allows you to change the dates and grades recorded. Courses which have been cleared now have a button to ''Purge record'' which will remove the user's reporting information for that course enrolment. | Clicking on the ''Edit mode'' button allows you to change the dates and grades recorded. Courses which have been cleared now have a button to ''Purge record'' which will remove the user's reporting information for that course enrolment. The ''Purge all selected'' button allows you to bulk perform this action. | ||
A new button will also now show at the top allowing you to ''Add a new entry''. This shows a form where you can manually add completion information to this user's reports. | A new button will also now show at the top allowing you to ''Add a new entry''. This shows a form where you can manually add completion information to this user's reports. |
Revision as of 14:43, 10 September 2025
The User report provides a quick rundown of IOMAD users and user access within the selected company. It can be accessed through the IOMAD dashboard:
- Go to the IOMAD dashboard.
- Choose the company whose user(s) you'd like to edit from the Select a company dropdown (or use the company selector at the top right of the page).
- Click on the Reports tab.
- Select User report.
Report content
The report possesses five columns: the user's Full name (that is, their First name + Last name), their Department, their Email address, and the dates the users were created and last accessed the site.
The search can be narrowed with a number of filters near the top of the page, allowing for filtering by:
- Company or department;
- The content of email addresses, first names, or last names; and/or
- The first letter of their first and last names.
The second of these filters also allows for showing suspended users, which is disabled by default.
User detail
Clicking on any of the users will display all of the courses which the user has been enrolled on, the status of that enrolment (percentage complete), date the user was allocated a license (if appropriate), date the user started the course, date the user completed the course, date the training expires, grade achieved and a link to download the certificate (if you are using IOMAD_certificates.
There are buttons to take you to the Course completion report, Change course enrolments, Change course licenses and Download all certificates. For each row there is also a button for Clear course or Remove course that is shown if the user has not yet been removed from that course. Clicking on the Clear course button will un-enrol and clear down the user from that course, retaining the reporting information, to allow them to re-take it again. Clicking on Remove course will do the same except reporting information will also be removed. The Revoke license button will be present if the user hasn't started the course yet and can be used to remove the license from them.
Clicking on the Edit mode button allows you to change the dates and grades recorded. Courses which have been cleared now have a button to Purge record which will remove the user's reporting information for that course enrolment. The Purge all selected button allows you to bulk perform this action.
A new button will also now show at the top allowing you to Add a new entry. This shows a form where you can manually add completion information to this user's reports.
The Regenerate certificate/Regenerate selected certificates buttons allow for the saved IOMAD_certificates to be re-created using the current report information and user details. You would do this if, for example, the user changed their name or if the date they completed the course or grade were updated.