Locate IDs: User ID, Activity ID, and Qualification ID

Article Links Introduction | User IDs | Activity ID | Qualification ID |  

INTRODUCTION

A unique identifier is generated each time you create a User, Activity, and Qualification.  

This article will provide several methods to locate the IDs so that you can use them when you:

• want to import completion records
• add IDs to the Overall Progress widget
• when directed by a support representative

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USER ID

There are two methods to locate a User ID. 

1. User Record: when you only need one User ID.
2. User Report: when you need more than one User ID.

User Record

Follow these steps to locate the User ID on the user record:

1. Click the Administration Tab
2. Click Organization then Users from the left menu bar
3. Search and locate the desired user
4. Click the Edit button to the left of the desired user
5. Scroll down the Edit User screen to the Advanced Properties section
6. Click the down caret on the right side of the Advanced Properties header
   
7. The User ID is the first field on the Advanced Properties section.

User Report

Follow these steps to run the User Report to obtain the list of usernames and User IDs:

1. Click the Administration tab
2. Click Reports then User Reports from the left menu bar
3. Search and Locate the User Report
4. Click the View button in the Actions column
5. The User Report screen will appear
6. Click the Select button to the right of the Users field
   1. Look For drop down: Select the User, Organization Unit or Group
   2. Available Records table: Double click on each user, organization unit or group to move them to selected records
   3. Repeat steps a and b until all desired records are moved over to selected records
   4. Click the Select button in the upper right corner of the screen
   5. You will be returned to the User Report screen 
7. Click the View Report button on the right side of the screen. 
8. The report will appear on the screen
9. Click the Export button and select Excel from the drop down list 
   
10. Open the Excel report and save it to a network location or folder on your desktop for later use.

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ACTIVITY ID

There are two methods to locate an Activity ID. 

1. Activity Record: when you only need one Activity ID.
2. Activity Details Report: when you need more than one Activity ID.

Activity Record

Follow these steps to locate the Activity ID on the activity record:

1. Click the Administration Tab
2. Click Activities then Activities from the left menu bar
3. Search and locate the desired activity
4. Click the Edit button to the left of the desired activity
5. Scroll down the Edit Activity screen to the Advanced Properties section
6. Click the down caret on the right side of the Advanced Properties header
   
7. The Activity ID is the third field on the Advanced Properties section.

Activity Report

Follow these steps to run the Activity Details Report to obtain the list of activity names and activity ids:

1. Click the Administration tab
2. Click Reports then Activity Reports from the left menu bar
3. Search and Locate the Activity Details Report
4. Click the View button in the Actions column
5. The Activity Details Report screen will appear
6. Click the Select button to the right of the Activities field
   1. Look For drop down: Select the desired activity filter
   2. Available Records table: Double click on any desired activity to move them to selected records
   3. Repeat steps a and b until all desired records are moved over to selected records
   4. Click the Select button in the upper right corner of the screen
   5. You will be returned to the Activity Details Report Screen 
7. Select Location drop down: Check any boxes to display the location of the activity on the report
8. Click the View Report button on the right side of the screen. 
9. The report will appear on the screen
10. Click the Export button and select Excel from the drop down list 
    
11. Open the Excel report and save it to a network location or folder on your desktop for later use.
12. You will need the Activity Name and and Activity ID later in this process.

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QUALIFICATION ID

Edit the Qualification record to obtain the qualification ID.

Qualifications Record

Follow these steps to locate the Qualification ID on the qualification record:

1. Click the Administration Tab
2. Click Qualifications then Qualifications from the left menu bar
3. Search and locate the desired qualification
4. Click the Edit button to the left of the desired qualification
5. Scroll down the Edit Qualification screen to the Advanced Properties section
6. Click the down caret on the right side of the Advanced Properties header
   
7. The Qualification ID is the second field on the Advanced Properties section

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