User Performance Notes

User performance notes are additional notes added by you or other Administrators about Users. You can view other Administrators' notes about a particular User or add new ones. You have the ability to attach files to the notes, and to make the notes active or inactive. You can add User Performance Notes from either the Users menu or from the Enrollments menu.

From the Users Menu

On the ControlPanel:

1. Click  on the Users menu to expand it.
2. Click Users.
3. Use the Filters section to search for the Users you want to work with.
4. Scroll down if necessary to view the Users section.

From the Enrollments Menu

On the Control Panel:

1. Click   on the Enrollments menu to expand it.
2. Click Enrollments.
3. Search for the Enrollment you want.

   Searching for Enrollments Using Filters

   Click to expand the Filters section and search for Enrollments. You can search by one or a combination of any of the filters described below. You can narrow the list of all Enrollments to by using the filters at the top of the page. The fewer filters you use, the broader the search results. The more filters you use, the more narrow the search results. In the Filters section:

   1. (Optional) Type a portion of the event's name or description in the Name/Description Contains field.
   2. (Optional) Click Select Category and select a category from the Select Categories window.
   3. (Optional) Select one of the following from Event Type:

   • All Event Types
   • Assessment Instance
   • Chat Room
   • Class
   • Forum
   • Instructor Led Training Session (this option generates additional field)
   • LearnCenter
   • Online Course
   • Online Synchronous Course
   • Self Study
   • Virtual Instructor Led Training

   4. Click Search.

   The remaining filters available for use and described below depend on the Event Type you select. If you select All Event Types from the drop-down list, all filters are made available. They also depend on whether items are available to search by. For example, if you have not yet set up Physical Locations in your LearnCenter, a message instead of a field displays, indicating that there are no locations available for selection.

   5. (Optional) Select a Location from the drop-down list. This field only displays when you select Instructor Led Training Session as the Event Type. If no locations are defined for ILT, this field does not appear.
   6. (Optional) Select an Instructor's Name from the drop-down list. This field only displays when Instructor Led Training Session is the selected Event Type. If no instructors are defined in the ILT, this field does not appear. To filter by Show Instructors, select this check box to include the instructors' names in the returned results. This field only displays when Instructor Led Training Session is the selected Event Type.
   7. Click the Open Date check box to filter by an Open Date range. When you click this check box, the From and To fields display. Click these fields to display a pop-up calendar from which you can select a date. 
   8. Click the Close Date check box to filter by a Close Date range. When you click this check box, the From and To fields display. Click these fields to display a pop-up calendar from which you can select a date.
   9. Click the Event Start Date check box to filter by an Event Start Date range. When you click this check box, the From and To fields display. Click these fields to display a pop-up calendar from which you can select a date.

   The various date-related fields above can all be used in conjunction with one another - they do not overwrite or exclude each other. Each date range entered is applied to the current filter and displayed on the Filters section.

   

   To remove a date range from the current filter, clear its check box.

   10. Click the Event End Date check box to filter by an Event End Date range. When you click this check box, the From and To fields display. Click these fields to display a pop-up calendar from which you can select a date.

   To narrow a date range to a single day, put the same date in both the Start Date and End Date fields. To display all records that start after a specific date, select that date in the Start Date field and leave the End Date field blank. To display all records that ended by a specific date, select that date in the End Date field and leave the Start Date field blank. If the Start Date is greater than the End Date, an Invalid Date Range message displays.

   11. Select a number from the Display drop-down list to specify the number of records to display per page.
   12. Click Search to search Enrollments using the specified filters. 
       or
       Click Reset to reset all filters to their default values. The search results display in the Enrollments section.

   Sorting Enrollments

   Once you have filtered the Enrollments, they display in the Enrollments section. The name of this section changes based on what kind of Enrollment you are looking for: past, current, future. You can further sort the items that display in this section to make the list easier to read or Enrollments easier to find.

   

   The column headings are clickable hyperlinks that enable you to sort the information on the page alphabetically by name or type, or by date open. Click the link once to sort in ascending order. Click the link again to sort in descending order. For example, click the Name link to sort the Enrollments alphabetically by name. Click the link again to reverse the order. An arrow next to the sorted column heading points up or down to indicate whether the column is sorted in ascending or descending order.

   The Enrolled Users column cannot be used for sorting.

   You can also specify which columns display on the page.

   1. Click Set Columns to display a list of column headings.

   

   2. Click the check boxes next to the column titles you want to display on the page. 
      or
      Clear the check boxes next to the column titles you do not want to display on the page.

   The Name column cannot be hidden.

   3. Click Apply.
   4. Repeat these steps to add or remove other columns.

   Changes you make to the column settings are visible the next time you log in to LearnCenter.

4. Click next to the Enrollment.
5. Scroll down if necessary to view the Users section.

Viewing User Performance Notes

To view performance notes for a User:

1. Click next to the User for whom you want. The User Performance Notes window opens. All notes previously added by you or other Administrators are listed in the Notes section in summary format. You can filter the notes by status by selecting Active, Inactive, or Both from the Status drop-down list.
2. Click next to a note to expand it.

3. Click next to the note to collapse it.

Adding New User Performance Notes

You can add new notes for a User. You can also attach files to the notes. On the User Performance Notes window:

1. Click Add Note.

2. Type the Note. You can type a maximum of 3500 characters.
3. (Optional) Attach a file to the note.

1. Click Browse.
2. Browse to the location of the file you want on your PC or network.
3. Select the file and click Open.

4. Click Save.

Changing the Status of a User Performance Note

You can make active notes inactive, or make inactive notes active by changing the status of the note. On the User Performance Notes window:

1. Select one of the following from the Select a filter drop-down list:

• Both - to display both active and inactive notes. Active notes display a in the Status column and inactive display a in the Status column.
• Active - to display active notes only.
• Inactive - to display inactive notes only.

2. Click the check box in the Actions column next to the note for which you want to change
   the status.
3. Click Change Status.

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