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Places: Create, Edit, Delete, and Deactivate

Convergence Training Support
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Article Links Introduction | Create a Place | Edit a Place | Delete a Place | Activate a Place | Deactivate a Place | View Inactive Places |

Incident Management System (IMS) Administrators: Places are used differently in the LMS than the IMS.  Please refer to the Places: Create, Edit, Delete, and Deactivate Incident Management System article for additional details on how places are used in the IMS.

The Express LMS is a basic feature LMS and does not include all the features of a full service LMS. The Express LMS does not include the ability to create places.

 

INTRODUCTION

Learning Management System: A place is a physical area, such as a room, work area or meeting spot where training occurs. The LMS includes fields in various screens that allow you to select the place where training occurred.

Incident Management System: A place is the general location where the incident occurred.

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CREATE A PLACE

Follow these steps to create a place:

  1. Click the Administration tab at the top of the screen.
  2. IMS ONLY: Change the location to the establishment you would like to add the places to. Please refer to the Change Location article to learn how to change the location.
  3. Click Organization, then Places.
  4. Click the New button at the top of the Manage Places screen.
  5. Click the Select button to the right of the Location field.
    1. Click the Look for field drop down list.
    2. Select the desired organization unit from the list of available selections which may include: Region/District, Site, Department or Team.
      Note: If you are creating a place to be used by the Incident Management System, select the organization unit that corresponds with your establishment.
    3. Click the checkbox to the left of the desired location from the list of Available Records table.
    4. Click the Select button to complete your Location selection. You will be returned to the Create Places screen.
  6. Complete all required entry fields (denoted in red).
  7. Complete any optional fields as desired (denoted in black).
    Note: If you are creating a place for the Learning Management System, you will have the option of setting the maximum occupancy for the place. When you create a class and allow learners to self-enroll, the LMS will limit registration to the maximum capacity of the place.
  8. Click the Save button.
  9. Click the Close button after the Place Created confirmation appears.

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EDIT A PLACE

Follow these steps to edit a place:

  1. Click the Administration tab at the top of the screen.
  2. Click Organization, then Places.
  3. Search and locate the place to be edited following the directions provided in the Using Search article.
  4. Click the Edit button to the left of the desired Places name.
  5. Make the desired changes on the Edit Places screen.
  6. Click the Save button located on the menu bar.
  7. Click the Close button after the Changes Saved confirmation appears.
  8. You will be returned to the Manage Places screen.

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DELETE A PLACE

Follow these steps to delete a place:
Note: Deleting places that have been used in an incident by the Incident Management System will affect open and closed incident reports.

  1. Click the Administration tab at the top of the screen.
  2. Click Organization, then Places.
  3. Search and locate the place to be deleted following the directions provided in the Using Search article.
  4. Click the Delete button to the left of the desired place name.
  5. Click the Yes button on the Confirm Delete screen.
  6. Click the OK button on the Delete screen.
  7. The place will be deleted from the Manage Places screen.

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ACTIVATE A PLACE

A deactivated place can be activated at any time. Once a place is activated the record will be restored and cause the selected places to reappear on place pickers.

Follow these steps to activate an inactive place:

  1. Click the Administration tab at the top of the screen.
  2. Click Organization, then the Places link on the left menu.
  3. Refer to the  View Inactive Places section in this article to search and locate an inactive place.
  4. Click the place name to highlight the place row. 
    Note: To select multiple places, use Shift+left mouse click and or Ctrl+left mouse click.
  5. Click the Other Actions button on the tool bar.
  6. Select Activate Places from the pull down menu.
  7. Click the YES button on the Activate Places confirmation screen.
  8. Click the OK button on the second Activate Places confirmation Screen. 
    Note: The place may disappear from the Manage Places screen. This is because the selected view on the Manage Places screen displays Inactive Places only. Select Other Actions then Show Active Places to return to the Manage Places default view.

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DEACTIVATE A PLACE

Deactivating the selected places will keep the places from appearing on place pickers. Class sessions and completions in the Learning Management System and incidents in the Incident Management System that use the selected places will remain unchanged.

Follow these steps to deactivate a place:

  1. Click the Administration tab at the top of the screen.
  2. Click Organization, then Places on the left menu bar.
  3. Search and locate the place following the directions the Using Search article.
  4. Click the place name to highlight the place row. 
    Note: To select multiple places, use Shift+left mouse click and or Ctrl+left mouse click.
  5. Click the Other Actions button on the tool bar.
  6. Select Deactivate Places from the pull down menu.
  7. Click the YES button on the Deactivate Places confirmation screen
  8. Click the OK button the second Deactivate Places confirmation screen.
    Note: The place will disappear from the Manage Places screen. This is because the default view on the Manage Places screen displays Active Places only. Refer to the View Inactive Places section in this article for instructions to view inactive places.

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VIEW INACTIVE USERS

The Manage Places screen defaults to display active places only. Therefore, all search results will only display active places.

Follow these steps to view inactive places:

  1. Click the Administration tab at the top of the screen.
  2. Click Organization, then the Places link on the left menu
  3. Click the Other Actions button on the tool bar.
  4. Select Show Inactive Places from the pull down menu.
  5. A list of all inactive places will appear.

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