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    Supervisor Access
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    Supervisor Access

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    Article Summary

    The account's Supervisor Access setting has four options:

    These options are described in more detail below.

    • If you do not enable any of the options above, supervisors will not have access to the Admin Interface. 
    • Enabling these access options gives all supervisors in your account access to perform the functions described below. If you only want to allow specific supervisors access to perform certain functions, you should edit their user profile and grant them the necessary group or account permissions. 

    Report on Supervisees

    The account's Supervisor Access setting's Report on Supervisees option allows supervisors to view the enrollments for their supervisees, regardless of whether the supervisor has other reporting permissions (i.e., the Group Manager or View Learner Results group permission). This is helpful when you want to allow supervisors to view their supervisees' enrollments, but don't necessarily want to grant them reporting permissions on each of the groups that their supervisees belong to. Remember that granting reporting permissions for a group allows the supervisor to view enrollments for everyone in the group — not just users they supervise. 

    The Report on Supervisees option gives supervisors access to the following dashboards and workscreens. Unless the supervisor has other permissions or access roles, the dashboards and workscreens below will only include information for their supervisees.

    User Admin

    Supervisors Dashboard

    Certifications Dashboard

    Certifications Management Workscreen
    • View actions assigned to their supervisees.
    • Review, confirm, or reject actions.
    • The Learner list on the Certifications Management workscreen will only include their supervisees. Other lists on the workscreen will only include data associated with their supervisees. For example, the Certification list will only include certifications associated with learning plans assigned to their supervisees. 

    Report Admin

    Default Enrollment Report Workscreen

    • Run the default Enrollment Report.
    • The Enrollment Report's Filter by Learner list will only include their supervisees.
    • The other filters for the Enrollment Report will only include data associated with their supervisees. For example, the Filter by Groups list will only include groups to which their supervisees are assigned.
    Add/Edit Enrollment Report Workscreen

    • Add a custom Enrollment Report.
    • The Enrollment Report's Filter by Learner list will only include their supervisees.
    • The other filters for the Enrollment Report will only include data associated with their supervisees. For example, the Filter by Groups list will only include groups to which their supervisees are assigned.
    Default Learning Plan Report Workscreen

    • Run the Learning Plan Report.
    • The Learning Plan Report's Filter by Learner list will only include their supervisees.
    • The other filters for the Learning Plan Report will only include data associated with their supervisees. For example, the Filter by Groups list will only include groups to which their supervisees are assigned.
    Add/Edit Learning Plan Report Workscreen

    • Add a custom Learning Plan Report.
    • The Learning Plan Report's Filter by Learner list will only include their supervisees.
    • The other filters for the Learning Plan Report will only include data associated with their supervisees. For example, the Filter by Groups list will only include groups to which their supervisees are assigned.
    Scheduled Reporting Dashboard

    When the Report on Supervisees option is enabled and the account's Send Automated Weekly email setting is checked, the account's selected Weekly Summary Report email will be sent to supervisors.

    Enroll Supervisees

    The account's Supervisor Access setting's Enroll Supervisees option allows supervisors to enroll learners, regardless of whether the supervisor has other group permissions. 

    The Enroll Supervisees option gives supervisors access to the following dashboards and workscreens. Unless the supervisor has other permissions or access roles, the dashboards and workscreens below will only include information for their supervisees.

    User Admin

    Manual Enrollment Workscreen

    • Enroll supervisees into courses and subscriptions. A supervisor will only be able to enroll a supervisee into a course via the supervisee's home group. In order to process the enrollment, the course must be assigned to the supervisee's home group.
    • The available courses and subscriptions includes those that are assigned to at least one of their supervisees' home groups. 
    Enrollments Dashboard

    • View a summary of enrollments for their supervisees. 
    Webinar Registrations Workscreen

    • View the webinar registrations for supervisees.

    View Supervisees

    The account's Supervisor Access setting's View Supervisees option enables supervisors to view their supervisees' information.

    The View Supervisees option gives supervisors access to the following dashboards and workscreens. Unless the supervisor has other permissions or access roles, the dashboards and workscreens below will only include information for their supervisees.

    User Admin

    Users Dashboard

    View their supervisees in the grid. The Users Dashboard will only display the summary of enrollments and summary of certifications if the Report on Supervisees option is also enabled. 

    User Profile Workscreen

    Supervisors will be able to view information in the following accordions:

    Edit Supervisees

    The account's Supervisor Access setting's Edit Supervisees option enables supervisors to edit their supervisees' information.

    Enabling the Edit Supervisees option automatically enables the View Supervisees option.

    The Edit Supervisees option gives supervisors access to the following dashboards and workscreens. Unless the supervisor has other permissions or access roles, the dashboards and workscreens below will only include information for their supervisees.

    User Admin

    Users Dashboard

    View their supervisees in the grid. The Users Dashboard will only display the summary of enrollments and summary of certifications if the Report on Supervisees option is also enabled. 

    User Profile Workscreen

    Supervisors will be able to edit information in the following accordions:

    If the Report on Supervisees and Enroll Supervisees options are both enabled, supervisors will also be able to unenroll supervisees from courses.

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