Articles in this section

Security Roles: Administration Tab

Convergence Training Support
  • Updated
Follow

Article Links: Administration Tab Overview | Administration Details Section  | Organization | Training Import and Creation | Files | Activities | Qualifications/Training Programs | Assignments | Electives | Authorizations | Ecommerce | Tracking and Completions | Reports | Assets | Security | Incident Management | System | 

 

ADMINISTRATION TAB OVERVIEW

The Administration tab allows you the ability to fully control the functions your LMS Administrators can access.

The Administration tab is set up in a way that mimics the Administration left menu bar.  You will click on each menu item expand the options available and enable and disable the allowed functions. Click on the links above to move to learn about each function.

Please contact our support team when you want to modify a security role or create a custom security role. They will be happy to make an appointment with you to set up and test the changes you want to make and ensure the role is working properly before the change is rolled out to your organization.

This article contains many functions. Links have been provided throughout the article to easily move from one function to another.

Back to top

 

ADMINISTRATION DETAILS SECTION

Follow these steps to set the permissions in the Administration Details Section:

  1. Click Administration 
  2. Click Security then Roles on the left menu bar
  3. Search and locate the desired role to be edited
  4. Click the Administration Tab. 
    mceclip0.png
  5. View Administration Tab: When set to NO, the Administration tab will NOT be visible. This must be set to YES on every role EXCEPT the EVERYONE security role.
  6. Edit Max Users: When set to YES, the administrator can set the number of a maximum number of users an organization unit will be allowed to add. In addition, the Max Users field will be visible on any organization unit record. This is typically used when a Master Administrator wants to limit the number of users that can be added to any organizational unit.
    Note: This is typically enabled on the Master Security Role only.
  7. Edit Max Save Capacity: When set to YES,  the administrator can set the maximum storage space on any organization unit record.  When set to NO, the Max Save Capacity field will NOT be visible on any organization unit screen.
    Notes: (1) This is typically used when a Master Administrator wants to limit the total amount of space an organization unit can have to upload documents, videos, and CBTs.  Convergence Training has no longer limits the total amount of space a client can use so this field defaults to NO. (2) This is typically enabled on the Master Security Role only.
  8. Encrypted Field Reset: When the Encrypted Field Reset field is set to YES, an administrator will be able to reset the birth year and last 4 digits of the SSN from the Other Actions on the Edit User record.  When set to NO, these selections will NOT be visible on the user record.
    Notes: (1) Please refer to the User Record: Additional Functions to learn more about the Reset Birth Year and Reset SSN feature. (2) This is typically enabled on the Master Security Role only.
  9. Manage Alternate Passwords: When set to YES, this will allow a user to enable a secondary, expiring password to use with our mobile apps. This will be especially useful for our clients with single sign-on or when you want to be signed on to a mobile app and the LMS at the same time.mceclip2.png The Alternate Password section on the user record shown above will only be visible when these functions are enabled:
    1. The security role has the "Manage Alternate Passwords" function enabled. 
    2. The alternate passwords on the Configuration screen are enabled. Please refer to the Configuration article to learn how to enable alternate passwords.
    3. You have generated a new alternate password on the user record for each user you would like to use an alternate password. Please refer to the Users: Additional Features article to learn how to enable alternate passwords.
  10. View Reports: When set to NO, the Reports menu will NOT be visible on the Administration menu. 

Back to top

 

ORGANIZATION

mceclip1.png These menu selections control which organization units, users, groups, places, and contact records an administrator can view, edit, and/or delete. 

 

Users, Teams, Departments, Sites, Regions

Follow these steps to set the permissions:

  1. Click Organization on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click any one of the following: Users, Teams, Departments, Site, Regions, or Groups. The Permissions screen shown below is identical for Users, Teams, Departments, Sites, Regions, and Groups records.
  3. No Permissions: If selected, the function will appear on the menu but the administrator will not be able to view, edit, or delete.  
    Note: If no permissions are selected, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu. 
  4.  Allow these permissions: If selected, choose one of the following:
    Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to NO so that the function will appear on the administration menu.
    1. View Only: The function will appear on the menu in a read-only format. An "eye" icon will appear in the Actions column.
    2. View & Edit: The function will appear on the menu in a view and edit format. A "pencil" icon will appear in the Actions column. The delete button will be inactive.
    3. View, Edit & Delete: The function will appear on the menu in a view, edit, and delete format. A "pencil" icon will appear in the Actions column. The delete button will be active.
  5. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.

Places and Contacts

Follow these steps to set the permissions:

  1. Click Organization on the left side of the screen under Menu Permissions. The Organization menu will expand.
  2. Click Places or Contacts.  The Permissions screen shown below is identical for both Places or Contacts.
    mceclip0.png
  3. No Permissions: If selected, the function will appear on the menu but the administrator will not be able to view, edit, or delete.  
    Note: If no permissions are selected, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu.
  4. Inherit the permissions from their Location in the organization structure: When selected, the administrator will be able to view and edit places or contacts saved to an organization unit where the permissions are set to View and Edit. For example, if the Region permissions above are set to "View and Edit" and the place or contact is saved to the Region 1 location, you will be able to view, create, and edit the places or contacts.
    Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to NO so that the function will appear on the administration menu.
  5. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.

Company Wizard

Company Wizard is only enabled for our Customer Campus LMS clients.

Follow these steps to set the permissions:

  1. Click Organization on the left side of the screen under Menu Permissions. The Organization menu will expand.
  2. Click Company Wizard.  
  3.  Customer Campus Wizard: When set to NO, the Company Wizard will not appear on the administration menu.  When set to YES, the Company Wizard will appear on the administration menu.   

Back to top 

 

TRAINING IMPORT AND CREATION

mceclip1.png These menu selections control the activity types an administrator can import, create, edit, and delete in the LMS.  


Content Wizard

This setting allows the administrator to use the Content Wizard to import and create content in the LMS.

Follow these steps to set the permissions:

  1. Click Training Import and Creation on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Content Wizard.  
  3. Content Import Wizard: When set to NO, the Content Wizard will not appear on the administration menu. When set to YES, the Content Wizard will appear on the administration menu.

Quizzes, Tasklists, and Classes

This setting allows the administrator to enable the ability for an administrator to view, create, edit, and delete quizzes, tasklists, and classes.

Follow these steps to set the permissions:

  1. Click Training Import and Creation on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Quizzes, Tasklists, or Classes.  The Permissions screen shown below is identical for any of these functions.
    content_tools.png
  3. No permissions: If selected, the function will appear on the menu but the administrator will not be able to view, edit or delete.  
    Note: If no permissions is selected, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu. 

  4. Allow these permissions: If selected, choose one of the following:
    Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to     NO so that the function will appear on the administration menu.

    View Only: The function will appear on the menu in a read-only format.

    View & Edit: The function will appear on the menu in a view and edit format.

    View, Edit & Delete: The function will appear on the menu in a view, edit, and delete format.

  5. Grant these permissions below the Target level: Always set to YES unless directed by a support representative.
    Note: When set to YES these permissions will apply to all organization units below this role’s target level. When set to NO these permissions will apply to only this role’s target level. Setting this to NO can affect a security role's ability to perform the functions required. 
    mceclip3.png
  6. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.

Surveys and Signature Activity

This setting allows the administrator to enable the ability for an administrator to view, create, edit, and delete surveys and signature activities.

Follow these steps to set the permissions:

  1. Click Training Import and Creation on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Surveys or Signatures.  The Permissions screen shown below is identical for either of these functions.
    mceclip0.png mceclip1.png
  3. Manage Surveys and Signature Permissions Set to YES to create Surveys and Signatures as activities. Set to NO. Surveys and Signatures will not appear on the menu under Training Import and Creation.

Open Sesame Catalog

This setting is only enabled for Caterpillar Dealers only. This setting allows the administrator to enable the Open Sesame course catalog.

Follow these steps to set the permissions:

  1. Click Training Import and Creation on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Open Sesame Catalog.  

  3. Manage Open Sesame: Set to YES to use the Open Sesame Catalog. Set to NO. Surveys and Signatures will not appear on the menu under Training Import and Creation.

Back to top

 

FILES

mceclip6.png

These menu selections control the repositories and content servers an administrator can view, edit, and delete in the LMS. 

Follow these steps to turn on and allow permissions to view only, view and edit, or view edit and delete.

Repositories

This setting allows the administrator to add, edit, and delete repositories in the LMS.

Follow these steps to set the permissions:

  1. Click Files on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Repositories.  
    content_tools.png
  3. No permissions: If selected, the function will appear on the menu but the administrator will not be able to view, edit or delete.  
    Note: If no permissions is selected, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu. 

  4. Allow these permissions: If selected, choose one of the following:
    Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to     NO so that the function will appear on the administration menu.

    View Only: The function will appear on the menu in a read-only format.

    View & Edit: The function will appear on the menu in a view and edit format.

    View, Edit & Delete: The function will appear on the menu in a view, edit, and delete format.

  5. Grant these permissions below the Target level: Always set to YES unless directed by a support representative.
    Note: When set to YES these permissions will apply to all organization units below this role’s target level. When set to NO these permissions will apply to only this role’s target level. Setting this to NO can affect a security role's ability to perform the functions required. 
    mceclip7.png
  6. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.

Content Servers

This setting allows the administrator to add, edit, and delete content servers in the LMS. This setting should only be enabled for a Master Administrator.

Follow these steps to set the permissions:

  1. Click Files on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Content Servers.  
    content_tools.png
  3. No permissions: If selected, the function will appear on the menu but the administrator will not be able to view, edit or delete.  
    Note: If no permissions is selected, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu. 

  4. Allow these permissions: If selected, choose one of the following:
    Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to     NO so that the function will appear on the administration menu.

    View Only: The function will appear on the menu in a read-only format.

    View & Edit: The function will appear on the menu in a view and edit format.

    View, Edit & Delete: The function will appear on the menu in a view, edit, and delete format.

  5. Grant these permissions below the Target level: Always set to YES unless directed by a support representative.
    Note: When set to YES these permissions will apply to all organization units below this role’s target level. When set to NO these permissions will apply to only this role’s target level. Setting this to NO can affect a security role's ability to perform the functions required. 
    mceclip8.png
  6. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.

Back to top

 

ACTIVITIES

mceclip4.png

These menu selections control the activities an administrator can view, edit, and delete in the LMS. 

Follow these steps to turn on and allow permissions to view only, view and edit, or view edit and delete.

Activities

This setting allows the administrator to add, edit, and delete activities in the LMS.

Follow these steps to set the permissions:

  1. Click Activities on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Activities.  
    sahred_permissions.png
  3. No permissions: If selected, the function will appear on the menu but the administrator will not be able to view, edit, or delete.  
    Note: If no permissions are selected, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu. 

  4. Allow these permissions: If selected, choose one of the following:
    Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to     NO so that the function will appear on the administration menu.

    View Only: The function will appear on the menu in a read-only format.

    View & Edit: The function will appear on the menu in a view and edit format.

    View, Edit & Delete: The function will appear on the menu in a view, edit, and delete format.

  5. Grant these permissions below the Target level: Always set to YES unless directed by a support representative.
    Note: When set to YES these permissions will apply to all organization units below this role’s target level. When set to NO these permissions will apply to only this role’s target level. Setting this to NO can affect a security role's ability to perform the functions required. 
    mceclip3.png
  6. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.

Version Permissions

The LMS provides a method for administrators to update the Computer Based Training (CBT's) purchased from Convergence Training. 

This setting allows the administrator to update activities to their latest version.

Follow these steps to set the permissions:

  1. Click Activities on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Versions.  
  3. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.

Approve Quiz Retries

Allows an administrator to reset the quiz retries when a user fails the quiz multiple times and has exceeded the number of retries allowed in the quiz properties. Please refer to the Quizzes: Activate Supervisor Approval for Quiz Retry article to set up supervisor approval for quiz retries.  There are multiple steps required to activate this feature.

Follow these steps to set the permissions:

  1. Click Activities on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Approve Quiz Retries.  
    mceclip5.png
  3. Approve Quiz Retires When set to NO the function will not be available. When set to YES, the function will be available.

AICC

AICC allows the management of third-party LMSs to use courses in this LMS. We recommend that you do not change the default settings unless directed by a support representative. 

There are two permission types:

  • Create Dispatch
  • AICC Dispatches

Create Dispatch

Follow these steps to set the permissions to enable Create Dispatch permissions:

  1. Click Activities on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Create Dispatch  
    mceclip4.png
  3. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.

AICC Dispatches

Follow these steps to set the permissions to enable AICC Dispatches permissions:

  1. Click Activities on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click AICC Dispatches  
    mceclip5.png
  3. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.
  4. Manage AICC Dispatches: When set to NO the administrator will NOT be able to manage AICC Dispatches. When set to YES, the administrator WILL be able to manage AICC Dispatches.

Back to top

 

QUALIFICATIONS/TRAINING PROGRAMS

ENTERPRISE LMS

mceclip38.png

MSHA LMS

mceclip36.png

These menu selections control the Qualifications/Training Programs and Requirements/Subjects an administrator can view, edit, and delete in the LMS. 

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 qualifications.

Requirements/Subjects

Requirements and Subjects are the same functions in the LMS.  Requirements are a subset of a Qualification used by our Enterprise LMS clients and Subjects are a subset of a Training Program used by our MSHA LMS clients. 

This setting allows the administrator to add, edit, and delete requirements/subjects in the LMS.

Follow these steps to set the permissions:

  1. Click Qualifications/Training Programs on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Requirements/Subjects.  
    sahred_permissions.png
  3. No permissions: If selected, the function will appear on the menu but the administrator will not be able to view, edit or delete.  
    Note: If no permissions is selected, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu. 

  4. Allow these permissions: If selected, choose one of the following:
    Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to     NO so that the function will appear on the administration menu.

    View Only: The function will appear on the menu in a read-only format.

    View & Edit: The function will appear on the menu in a view and edit format.

    View, Edit & Delete: The function will appear on the menu in a view, edit, and delete format.

  5. Grant these permissions below the Target level: Always set to YES unless directed by a support representative.
    Note: When set to YES these permissions will apply to all organization units below this role’s target level. When set to NO these permissions will apply to only this role’s target level. Setting this to NO can affect a security role's ability to perform the functions required. 
    mceclip9.png
  6. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.

Qualifications/Training Programs

Qualifications and Training Programs are the same functions in the LMS.  Qualifications is the term used by our Enterprise LMS clients.  Training Programs is the term used by our MSHA LMS clients. 

This setting allows the administrator to add, edit, and delete qualifications/training programs in the LMS.

Follow these steps to set the permissions:

  1. Click Qualifications/Training Programs on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Qualifications/Training Programs
    sahred_permissions.png
  3. No permissions: If selected, the function will appear on the menu but the administrator will not be able to view, edit or delete.  
    Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu. 

  4. Allow these permissions: If selected, choose one of the following:
    Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to     NO so that the function will appear on the administration menu.

    View Only: The function will appear on the menu in a read-only format.

    View & Edit: The function will appear on the menu in a view and edit format.

    View, Edit & Delete: The function will appear on the menu in a view, edit, and delete format.

  5. Grant these permissions below the Target level: Always set to YES unless directed by a support representative.
    Note: When set to YES these permissions will apply to all organization units below this role’s target level. When set to NO these permissions will apply to only this role’s target level. Setting this to NO can affect a security role's ability to perform the functions required. 
    mceclip10.png
  6. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu

Copy Qualifications/Training Programs

To ease the burden of creating multiple qualifications separately, the LMS allows you to copy existing qualifications and then modify the new qualification as necessary. This setting allows the administrator to copy qualifications/training programs in the LMS.

Follow these steps to set the permissions:

  1. Click Qualifications/Training Programs on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Copy Qualifications/Training Programs

  3. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.

Back to top

 

ASSIGNMENTS

mceclip14.png

Assignments allow an administrator to assign activities and qualifications/training programs to users, organization units, or groups that REQUIRE completion by the user.

These menu selections control the assignments an administrator can assign, view, edit, and delete in the LMS. 


Assign Training

This setting allows administrators to assign activities and qualifications/training programs to users, organization units or groups.

Follow these steps to set the permissions:

  1. Click Assignments on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Assign Training

  3. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.
    If set to NO, be sure to set the Assign Training flag to NO.
  4. Assign Training: When set to YES, the administrator will be able to assign training.  When set to NO, the administrator will not be able to assign training.
    Note: If this item is set to NO, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu.

Assignments

This setting allows administrators to edit and delete existing assignments.

Follow these steps to set the permissions:

  1. Click Assignments on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Assignments
    mceclip15.png
  3. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.
    If set to NO, be sure to set the Assign Training flag to NO.

Approve Class Sessions

The class approval feature allows administrators to require supervisor approval when a user registers to enroll in a class session. The user will not be able to enroll in the session until supervisor approval has been received. Please refer to the Classes: Activate Supervisor Approval article to set up supervisor approval for class registration.  There are multiple steps required to activate this feature.

  1. Click Assignments on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Approve Class Sessions
    mceclip16.png
  3. Approve Class Sessions: When set to YES, the administrator will be able to approve registration requests for a user when a class registration requires supervisor approval.  When set to NO, the administrator will not be able to approve registration requests.

Back to top

 

ELECTIVES

mceclip17.png.

An elective allows an administrator to offer activities and qualifications to users, organization units, and groups which allow the user the OPTION to enroll in activities they choose.

These menu selections determine which administrators can:

  • create and manage elective categories
  • create and manage electives in the LMS
  • approve electives
  • Edit and delete offered electives
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 offer electives.

Elective Categories

This setting allows administrators to create elective categories to organize electives.

Follow these steps to set the permissions:

  1. Click Electives on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Elective Categories

  3. Manage Elective Categories: When set to YES, the administrator will be able to create, edit, and delete elective categories.  When set to NO, the administrator will not be able to create, edit, and delete elective categories.

Offer Electives

This setting allows an administrator to offer electives.

Follow these steps to set the permissions:

  1. Click Electives on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Offer Electives

  3. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.

Approve Electives

This function will allow an administrator to approve electives. Please refer to the Electives: Activate Supervisor Approval article to set up supervisor approval for electives.  There are multiple steps required to activate this feature.

Follow these steps to set the permissions:

  1. Click Electives on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Approve Electives

  3. Approve Enrollments: When set to YES, supervisor approval will be required for users to enroll in electives.  When set to NO, users will be able to enroll in any elective with no approval required.

Electives

This function will allow administrators to view, edit, and delete offered electives.

Follow these steps to set the permissions:

  1. Click Electives on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Electives

  3. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.
  4. Manage Enrollment: When set to YES, an administrator will be able to create, edit, and delete elective offerings. When set to NO, an administrator will not be able to create, edit, and delete elective offerings.
    Note: If this item set to NO, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu. 

Back to top

 

AUTHORIZATIONS

mceclip18.png

Training Authorization is one of three ways to share training content between administrators.  It allows an LMS Administrator to selectively authorize activities and qualifications with other LMS Administrators in your company that does not share the same organization-level access. 

This setting should only be enabled for Master Administrators.

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 offer electives.

Authorize Training

This function will allow master administrators to authorize training. .

Follow these steps to set the permissions:

  1. Click Authorizations on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Authorizations

  3. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.

Authorizations

This function will allow master administrators to view, edit, and delete authorizations. 

Follow these steps to set the permissions:

  1. Click Authorizations on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Authorizations

  3. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.
  4. Manage Training Authorizations: When set to YES, an administrator will be able to create, edit, and delete training authorizations.  When set to NO, an administrator will not be able to create, edit, and delete training authorizations.
    Note: If this item is set to NO, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu.   

Back to top

 

ECOMMERCE

mceclip19.png

Ecommerce is used to enable certain companies to resell their own course content or have been authorized by Convergence Training to resell our content.

This setting should only be enabled when directed by a Convergence Training support representative.

Catalogs

This function will allow administrators to view, create, edit, and delete Ecommerce catalogs. 

Follow these steps to set the permissions:

  1. Click Ecommerce on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Catalogs
    mceclip20.png
  3. Manage Ecommerce Catalogs: When set to YES, an administrator will be able to create, edit, and delete Ecommerce catalogs.  When set to NO, an administrator will not be able to create, edit and delete Ecommerce catalogs.
    Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu.   

Assign Catalog Items

This function will allow administrators to assign training content made available in their Ecommerce catalog.

Follow these steps to set the permissions:

  1. Click Ecommerce on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Assign Catalog Items 
    mceclip21.png
  3. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.
  4. Assign PPV Training: When set to YES, an administrator will be able to assign Pay Per View (PPV) training.  When set to NO, an administrator will not be able to assign Pay Per View (PPV) training.
    Note: If this item is set to NO, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu.

Catalog Item Assignments

This function will allow administrators to view, edit, and delete Pay Per View (PPV) assignments.

Follow these steps to set the permissions:

  1. Click Ecommerce on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Catalog Item Assignments 
    mceclip22.png
  3. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.

Transactions

This function will allow administrators to manage Ecommerce transactions. For example, extend the number of days a user has to launch and view their training content and issue refunds.

Follow these steps to set the permissions:

  1. Click Ecommerce on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Transactions 
    mceclip23.png
  3. Manage eCommerce Transactions: When set to NO the function will not appear on the administration menu.  When set to YES, the function will appear on the administration menu.
  4. Issue eCommerce Refunds: When set to NO the function will not appear on the administration menu.  When set to YES, the function will appear on the administration menu.

Back to top

 

TRACKING AND COMPLETIONS

mceclip24.png

These menu selections determine which administrators can:

  • Credit training
  • Import completions
  • Track Tasklist Completions
  • Take Class Attendance
  • Approve Signature Activities
  • Manage completion records (view, edit and delete)
  • Manage duplicate completions
  • Import Certificate Designs

Credit Wizard

The Credit Wizard is used to credit one or more activities or activities included in a qualification to one or more users. 
Note: The Credit Wizard requires that an administrator also be given a View and Edit permission on Users.

Follow these steps to set the permissions:

  1. Click Tracking and Completions on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Credit Wizard
    mceclip0.png

  3. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.

  4. Credit Wizard: When set to YES, an administrator will be able to process completion records.  When set to NO, an administrator will not be able to process completion records.
    Note: If this item is set to NO, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu.

Import Completions 

LMS Administrators can import historical completion records for multiple users at a time. 

Follow these steps to set the permissions:

  1. Click Tracking and Completions on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Import Completions
    mceclip2.png

  3. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.

Track Tasklist Completion

An LMS administrator will use this function to credit a tasklist when the Tasklist Properties are set up with a tasklist checkoff requirement that requires an instructor to perform the checkoff function.

Follow these steps to set the permissions:

  1. Click Tracking and Completions on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Track Tasklist Completion
    mceclip3.png
  3. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.
  4. Track Tasklist Completion: When set to YES, an administrator will be able to track tasklist completion records.  When set to NO, an administrator will not be able to track tasklist completion records.
    Note: If this item is set to NO, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu.

Take Class Attendance

An LMS administrator will use this function to take class attendance.

Follow these steps to set the permissions:

  1. Click Tracking and Completions on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Take Class Attendance
    mceclip4.png
  3. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.
  4. Take Class Attendance: When set to YES, an administrator will be able to take class attendance. When set to NO, an administrator will not be able to take class attendance.
    Note: If this item is set to NO, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu.

Approve Signatures

An LMS administrator will use this function to approve signature activities that have been set to require an admin confirmation signature for completion of the activity.  The activity will not move to complete until the administrator approves the signature. Please refer to the Signature Activity: Create, Edit, and Delete article to learn more about the signature activity.

Follow these steps to set the permissions:

  1. Click Tracking and Completions on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Approve Signatures
    mceclip25.png
  3. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.
  4. Approve Signatures: When set to YES, an administrator will be able to approve signatures. When set to NO, an administrator will not be able to approve signatures.
    Note: If this item is set to NO, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu

Completion Records

An LMS administrator will use this function to take class attendance.

Follow these steps to set the permissions:

  1. Click Tracking and Completions on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Take Class Attendance
    mceclip26.png
  3. No permissions: If selected, the function will appear on the menu but the administrator will not be able to view, edit, or delete.  
    Note: If no permissions are selected, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu.
  4. Allow these permissions: If selected, choose one of the following:
    Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to NO so that the function will appear on the administration menu.
    View Only: The function will appear on the menu in a read-only format.
    View & Edit: The function will appear on the menu in a view and edit format.
    View, Edit & Delete: The function will appear on the menu in a view, edit, and delete format.
  5. Grant these permissions below the Target level: Always set to YES unless directed by a support representative.
    Note: When set to YES these permissions will apply to all organization units below this role’s target level. When set to NO these permissions will apply to only this role’s target level. Setting this to NO can affect a security role's ability to perform the functions required.
    mceclip27.png
  6. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.

Duplicate Completions

This allows an administrator to view and manage duplicate completions.

Follow these steps to set the permissions:

  1. Click Tracking and Completions on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Duplicate Completions
    mceclip0.png
  3. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.

Certificate Designs

This allows an administrator to upload custom certificate designs for one or more organization unit.

Follow these steps to set the permissions:

  1. Click Tracking and Completions on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Certificate Designs
    mceclip1.png
  3. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.
  4. Manage Certificate Designs: When set to NO, the function will not appear on the administration menu. When set to YES, the function will appear on the administration menu.
    Note: If this item is set to NO, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu.

Back to top

 

REPORTS

mceclip28.png

These menu selections determine

  • Which report categories are available to administrators
  • View, edit, and delete scheduled reports

Custom Reports should always be disabled unless your company has purchased and designed its own reports.

Follow these steps to set the permissions:

  1. Click Reports on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click any one of the menu items. The Permissions screen shown below is identical for all menu items under reports.
  3. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.

Back to top

 

ASSETS

mceclip29.png

Assets are used in two ways:

  1. By the LMS and Mobile Applications. Assets are used to associate equipment, vehicles, and other assets to associate activities and qualifications. When the QR Code is scanned by our Search App, it will present all training associated with that asset.
  2. By the Incident Management System and is used to add equipment, vehicles, and structures so they can be later added to an incident when that asset is involved in the incident.  

Asset Groups

Asset Groups can be created in the LMS to organize the assets by type and in the IMS they are created for each establishment. This allows an administrator to create asset groups in the LMS and IMS.

Follow these steps to set the permissions:

  1. Click Assets on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Asset Groups.
  3. No permissions: If selected, the function will appear on the menu but the administrator will not be able to view, edit, or delete.
    Note: If no permissions are selected, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu. 
  4. Allow these permissions: If selected, choose one of the following:
    View Only: The function will appear on the menu in a read-only format.
    View & Edit: The function will appear on the menu in a view and edit format.
    View, Edit & Delete: The function will appear on the menu in a view, edit, and delete format.
  5. Grant these permissions below the Target level: Always set to YES unless directed by a support representative.
    Note: When set to YES these permissions will apply to all organization units below this role’s target level. When set to NO these permissions will apply to only this role’s target level. Setting this to NO can affect a security role's ability to perform the functions required.
  6. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.

Assets

This allows an administrator to create assets in the LMS and IMS.

Follow these steps to set the permissions:

  1. Click Assets on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Assets.
  3. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.
  4. Manage Assets: When set to YES, an administrator will be able to create, edit, and delete assets.  When set to NO, an administrator will not be able to credit, edit, and delete assets.
    Note: If NO is selected, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu.

Back to top

 

SECURITY

mceclip0.png

Security is used to create, assign, unassign, copy, and view role assignments. These menus control whether or not the administrator can perform any of the functions related to assigning and unassigning security roles, managing existing roles, and enable administrators the ability to impersonate users. 

Roles

This allows an administrator to view, edit and delete security roles

Follow these steps to set the permissions:

  1. Click Security on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Roles.
  3. No permissions: If selected, the function will appear on the menu but the administrator will not be able to view, edit, or delete.  
    Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu.
  4. Allow these permissions: If selected, choose one of the following:
    View Only: The function will appear on the menu in a read-only format.
    View & Edit: The function will appear on the menu in a view and edit format.
    View, Edit & Delete: The function will appear on the menu in a view, edit, and delete format.
  5. Grant these permissions below the Target level: Always set to YES unless directed by a support representative.
    Note: When set to YES these permissions will apply to all organization units below this role’s target level. When set to NO these permissions will apply to only this role’s target level. Setting this to NO can affect a security role's ability to perform the functions required.
  6. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.

Copy Roles

This allows an administrator to view, edit and delete security roles. This setting should only be enabled for Master Administrators.

Follow these steps to set the permissions:

  1. Click Security on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Copy Roles.
  3. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.

Assign Roles

This allows an administrator to assign security roles. 

Follow these steps to set the permissions:

  1. Click Security on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Assign Roles.
  3. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.
  4. Assign Role: When set to YES, an administrator will be able to assign and unassign security roles.  When set to NO, an administrator will not be able to assign or unassign security roles.
    Note: If NO is selected, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu.

Role Assignments

This allows an administrator to view, edit, and delete assigned security roles. 

Follow these steps to set the permissions:

  1. Click Security on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Role Assignments
    mceclip31.png
  3. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.

Impersonators

This allows an administrator to delete impersonators. Please refer to the Security: User Impersonation article to learn more about impersonation. This setting should only be enabled for Master Administrators.

Follow these steps to set the permissions:

  1. Click Security on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Security.
    impersonators.png
  3. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.
  4. Assign Role: When set to YES, an administrator will be able to assign and unassign security roles.  When set to NO, an administrator will not be able to assign or unassign security roles.
    Note: If NO is selected, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu.

Back to top

 

INCIDENT MANAGEMENT

mceclip32.png

These menu selections only apply when your company has purchased our Incident Management System.

The Incident Management System is used to report, investigate and track incidents that occur at your worksite.

These menus items control which administrators can:

  • View, investigate, edit, and delete incidents reported in your organization.
  • View and edit establishments
  • Set up Rate Data
  • Add, edit and delete Treatment Facilities
  • Configure the IMS
  • Run Reports

Incidents

This allows an administrator to perform various functions in the IMS. 

Follow these steps to set the permissions:

  1. Click Incident Management on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Incidents

  3. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.
  4. IMS Incident Filing Wizard: When set to YES the IMS Incident Filing Wizard button will become active on the Establishments screen button bar and the administrator will be able to file the OSHA Form 300A Log Summary of Work-Related Injuries electronically.  When set to NO the IMS Incident Filing Wizard button will NOT be active. This setting should only be enabled for Master Administrators.
  5. Manage IMS Incidents: When set to YES the administrator will be able to create and edit incidents.  When set to NO the administrator will not be able to create and edit Incidents.
  6. Delete IMS Incidents: When set to YES the administrator will be able to delete incidents.  When set to NO the administrator will not be able to delete incidents. This setting should only be enabled for Master Administrators.
  7. Generate OSHA Form 300 Log: When set to YES the printer icon on the Establishments screen will be active and the administrator will be able to print the OSHA 300 Log.  When set to NO the administrator will not be able to print the OSHA Form 300 Log. This setting should only be enabled for Master Administrators.

Corrective Actions

This allows an administrator to view, create, edit, and delete corrective actions.

Follow these steps to set the permissions:

  1. Click Incident Management on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Corrective Actions

  3. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.

Establishments

This allows an administrator to view and edit corrective actions.

Follow these steps to set the permissions:

  1. Click Incident Management on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Establishments

  3. Manage IMS Establishments: When set to YES the administrator will be able to create, edit, and delete establishments.  When set to NO the administrator will not be able to create, edit, and delete establishments.

Rate Data

This allows an administrator to view, add, edit, and delete rate data.

Follow these steps to set the permissions:

  1. Click Incident Management on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Rate Data

  3. No permissions: If selected, the function will appear on the menu but the administrator will not be able to view, edit or delete.  
    Note: If no permissions is selected, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu.
  4. Allow these permissions: If selected, choose one of the following:
    Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to NO so that the function will appear on the administration menu.
    View Only: The function will appear on the menu in a read-only format.
    View & Edit: The function will appear on the menu in a view and edit format.
    View, Edit & Delete: The function will appear on the menu in a view, edit, and delete format.
  5. Grant these permissions below the Target level: Always set to YES unless directed by a support representative.
    Note: When set to YES these permissions will apply to all organization units below this role’s target level. When set to NO these permissions will apply to only this role’s target level. Setting this to NO can affect a security role's ability to perform the functions required.  
  6. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.

Configuration

This allows an administrator to configure the following: Incident Categories, Root Causes, Injuries and Illnesses, Body Parts, and Tags.

Follow these steps to set the permissions:

  1. Click Incident Management on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Configuration

  3. Manage IMS Configuration: When set to YES the administrator will be able to create, edit, and delete Incident Categories, Root Causes, Injuries and Illnesses, Body Parts and Tags in the Configuration menu.  When set to NO the administrator will not be able to create, edit, and delete Incident Categories, Root Causes, Injuries and Illnesses, Body Parts and Tags in the Configuration menu.

Reports

This allows an administrator to view, run, print IMS reports. 

Follow these steps to set the permissions:

  1. Click Incident Management on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Reports
  3. Manage IMS Reports: When set to YES the administrator will be able to run, export, email, print reports. When set to NO the administrator will NOT be able to run, export, email, print reports.

Back to top

 

SYSTEM

mceclip33.png

The menu selections control which administrators have access to system configuration settings, notifications, and the landing page.  

 

 

Jobs

This function allows an administrator to create, view, run, system job. Jobs should only be created, edited, and deleted at the direction of a Convergence Training support representative.

Follow these steps to set the permissions:

  1. Click System on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Jobs

  3. No permissions: If selected, the function will appear on the menu but the administrator will not be able to view, edit, or delete.  
    Note: If NO is selected, be sure that the Exclude from the administration menu toggle is set to YES so that the item will not appear on the administration menu. 

  4. Allow these permissions: If selected, choose one of the following:
    Note: If this item is selected, be sure that the Exclude from the administration menu toggle is set to     NO so that the function will appear on the administration menu.

    View Only: The function will appear on the menu in a read-only format.

    View & Edit: The function will appear on the menu in a view and edit format.

    View, Edit & Delete: The function will appear on the menu in a view, edit, and delete format.

  5. Grant these permissions below the Target level: Always set to YES unless directed by a support representative.
    Note:     When set to YES these permissions will apply to all organization units below this role’s target level. When set to NO these permissions will apply to only this role’s target level. Setting this to NO can affect a security role's ability to perform the functions required.

  6. Exclude from the administration menu: When set to NO the function will appear on the administration menu.  When set to YES, the function will not appear on the administration menu.

Configuration

This function allows an administrator to configure the LMS. This setting should only be enabled for Master Administrators.

Follow these steps to set the permissions:

  1. Click System on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Configuration

  3. View Configuration: When set to YES the function will appear on the administration menu and the administrator will be able to make and save changes to the configuration.  When set to NO, the function will not appear on the administration menu.

Notifications

This function allows an administrator to create, view, edit, customize, and revert notifications.

Follow these steps to set the permissions:

  1. Click System on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Notifications

  3. View Notifications: When set to YES the function will appear on the administration menu and the administrator will be able to enable, disable, and customize notifications.  When set to NO, the function will not appear on the administration menu.

Landing Page

This function allows an administrator to modify the Landing Page. The Landing Page is the page that appears when the user logs into the Learning Management System. The Landing Page can be customized and branded by you. This setting should only be enabled for Master Administrators.

Follow these steps to set the permissions:

  1. Click System on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click Landing Page

  3. Configure Landing Page: When set to YES the function will appear on the administration menu and the administrator will be able to configure the landing page. When set to NO, the function will not appear on the administration menu.

User Connections

This function allows an administrator to view which users are logged into the LMS when their session started, and the time period that has elapsed since they were last active. 

Follow these steps to set the permissions:

  1. Click System on the left side of the screen under Menu Permissions. The menu will expand.
  2. Click User Connections 

  3. User Connections: When set to YES the function will appear on the administration menu and the administrator will be able to view the users who are currently logged in.  When set to NO, the function will not appear on the administration menu.

Back to top

 

 

 

Related articles