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Users Page

The Users pagePage is not visible on the Main Menu to employees or observer accounts.

The Users Page in the People Module functions as the module homepage, allowing the review of certifications for any user. The table has two views for display, a Supervisor View and a User View, which can be selected by the buttons beneath the Users page header. The Supervisor View shows the organization’s hierarchal structure, indenting the users’ names beneath each level of management. The User View will list users alphabetically by their last name.

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Selecting the three-dot icon to the right of the Users header opens the User Page Context Menu. An explanation of each of the context menu options have been included in the table below.

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Users Page Context Menu Option Explanations

Option

Explanation

Import User Certifications

Selecting Import User Certifications from the User Page Context Menu opens the Import User Certifications Page, which provides a downloadable template with current user certifications for convenience. WIKI LINK HOW TO IMPORT USER CERTIFICATIONS 

Export User Certifications

Selecting Export User Certifications from the User Page Context Menu opens the Export User Certifications Confirmation Modal where you can select to download all user certification completion and expiration data. WIKI LINK HOW TO EXPORT USER CERTIFICATIONS

You can use the search box above the table to search across all columns, or in the search box above each column for column-specific filtering. Clicking the icon to the right of the column-specific search box changes the table to sort by that column. Clicking it multiple times can change the sort order between ascending and descending. You can also change the number of users shown in the table by clicking the dropdown next to the table search box, in between “Show [value] Entries”. If not all entries are shown in the table, you can control which page of the table you see using the pagination controls beneath the table.

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Selecting the Include Hidden Users checkbox will show any individuals designated as a hidden user in the Users Table; however, their user certification report is not visible in the Reports Column of the user table (their status is shown as hidden).

While a hidden user's certification report is not visible on the user's table, hidden users are included in reports in the Reports Module that includes all users.

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Selecting the three-dot icon to the right of a user's name in the Users Table opens the Users Table Context Menu. The options available on the User Table Context Menu are explained in the table below.

Users Table Context Menu Option Explanations

Option

Explanation

ImportView UserAccount CertificationsInfo

Selecting ImportView UserAccount CertificationsInfo from the UserUsers PageTable Context Menu opens the Importspecified Userindividual's CertificationsAccount Page,Info whichPage providesin athe downloadableAccounts templateModule withwhere currentthe userindividual's certificationsaccount forinformation convenience.can be viewed.

Edit Account Info

Selecting Edit Account Info from the Users Table Context Menu opens the Edit Account Info Page in the Accounts Module where the individual's account information can be edited. WIKI LINK HOW TO IMPORTEDIT USERA CERTIFICATIONSSUPERVISED'S USERS ACCOUNT INFORMATION  

ExportQR Code

(User CertificationsReport)

Selecting ExportQR Code (User CertificationsReport) from the User PageUsers Context Menu opens the ExportQR Code for the specified individual that can be used to access both the individual's roles and certification report. WIKI LINK HOW TO ACCESS A QR CODES THAT LINK TO A USER'S ROLES AND CERTIFICATIONS REPORT 

User Report

Selecting User Report from the Users Table Context Menu opens an individual user's Role and Certifications Report. WIKI LINK HOW TO VIEW A USER'S ROLES AND CERTIFICATIONS REPORT 

Hide from Report

Selecting Hide from Report on the Users Table Context Menu changes an individual's certification report status to hidden. The individual will only be visible when the "Include Hidden Users" checkbox has been selected.

WIKI LINK HOW TO MAKE AN INDIVIDUAL A HIDDEN USER ON THE USERS TABLE 

Show in Reports

This option is only visible on the context menu of a hidden user. Selecting Show in Reports on the Users Table Context Menu reverts a hidden user back to a visible user. WIKI LINK HOW TO MAKE A HIDDEN USER A VISIBLE USER ON THE USERS TABLE 

Reset QR Code

Selecting Reset QR Code on the Users Table Context Menu opens the Reset QR Code Confirmation Modal wherewhich youreminds canthat selectwhen toa downloadnew allQR userCode certificationis completiongenerated, andany expirationexisting data.QR Codes will no longer work. WIKI LINK HOW TO RESET A USER'S ROLES AND CERTIFICATIONS REPORT QR CODE 

The icons used in the Users Table have been explained in the Users Page Icon Explanations Table below.

Users Page Icon Explanations

Icon

Explanation

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The plus sign icon to the left of a name indicates that the hierarchy structure is collapsed, and the supervised users of the individual are hidden from view.

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The minus sign icon to the left of a name indicates that the hierarchy structure is expanded and the supervised users of the individual are shown.

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The Print Report icon opens a User Certification Summary with the certification name, expiration date, required status, attachments and notes in printable format.

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Clicking the icon to the right of the column-specific search box changes the table to sort by that column. Clicking it multiple times can change the sort order between ascending and descending.



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