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Speaking of accounts...
The accounts are used to control the registration of users in courses available. They can be of two types:
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In addition to these two account types, there is also the default account, which is used by all users who are not associated with any specific account.
Basic path
01. In the main menu, place the mouse over Learning.
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05. View the global account and the other existing accounts.
Alternative paths
Filter accounts
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01. Press Filter Options, located in the upper left corner of the window.
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04. Show the accounts according to the defined filter.
Generate global account extract
01. Trigger Global account.
02. Enter the starting and ending dates that determine the period from which the extract is generated.
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The period for the generation of the extract should not be greater than 30 days. |
03. Press Search.
04. View the transactions in the account within the defined period.
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To return to the main screen, press Back.
Add account
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01. Press New.
02. Enter the requested information.
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11. Fire Rescue; or Cancel to quit the inclusion of account.
Edit account
01. Select the account to be edited.
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04. Fire Rescue; or Cancel to discard the changes you made.
Inactivate account
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01. Select the account to be inactivated.
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To inactivate an account all users are disassociated from her. |
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It is not allowed to deactivate the company’s default account. |
Reactivate account
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01. Select the account to be reactivated.
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03. In the message displayed, press Yes to confirm the reactivation of the account; or Not to drop out of the action, if desired.
Delete account
Generate account Extract
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01. Select the account to be deleted.
02. Click Delete.
03. In the pop-up message, click Yes to confirm deletion of the account; or No to cancel the action.
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The company’s default account cannot be deleted. Neither can an account in which any credit and/or debit transaction was made. In this case, it is only possible to deactivate it. |
Generate account extract
01. Select the account from which extract will be generated.
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You can export the data using export to Excel spreadsheet. To return to the main screen, press Back. |
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Add credits to the account
01. Select the account for which the credits will be added.
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04. Press Save to commit the inclusion of credits on account; or Cancel to quit the action, if desired.
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This documentation is valid from the 1.6.2 update. If you use a previous update, it may contain information different from what you see on your platform. |
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