As a manager in Spark, you can add extra records to a trainee’s profile to store information that isn’t captured elsewhere in the LMS. Depending on how your organisation has set things up, records can include notes, dates and attachments.
Note: if the Additional Records tab isn't visible on a trainees profile, this feature may not be enabled on your LMS. contact support@spongelearning.com for more information.
Add an additional record
To add additional record open the Users tab from the dashboard and then select the required user's profile.
Click on the Additional Records tab under the user's profile.
This will now open the additional records page, which will list any existing records.
To create a new record click the '+Add additional record button'.
Enter the required information:
- Type: These are a list of all available record types set up by the users with relevant management.
- Subject: Enter the subject associated with the record. The subject needs to be clearly understood by future users.
- Notes: Enter text-based notes is required.
- Timestamp: You are able to enter/update timestamp associated with the record.
- Attachments: You are also able to upload an attachment against a users profile. Please ensure that all files are optimised as these will affect the LMS storage.
Note; If no record Types are available, please contact your system administrator, alternatively, if you have the required permissions, follow the instructions detailed further down the page.
Once complete, click the Create additional record button.
The new record will now appear on the trainee's additional records page.
Create Additional Record Types
Additional record types define the types of records that can be added to a trainee's profile. Your organisation can create different record types depending on the information you need to keep.
For example, you could create a record type for a specific document, note or other information that needs to be stored on a user’s profile.
Open the settings tab from the dashboard, and then select Additional record types from the dropdown menu.
The page will display a list of existing records types. To add a now record type, click + Add record type.
Enter the name or the record type that you would like to add.
Note: If your LMS supports multiple languages, you’ll need to provide the relevant translations.
Click 'Create additional record type' to save and exit.
The new record type will appear in the list, so you can select it when creating an additional record.