Some roles or manager abilities require specific features to be enabled for an LMS. Please discuss feature needs with your account manager.
User (Learner - Trainee - End User - Delegate)
The most common account type in any LMS is the standard User account. Often referred to as a Learner, Trainee, End-User, or in some cases as a Delegate.
This account type has the least amount of account privileges, and is intended to grant access to participate in the content distributed to their account.
User accounts are limited to only seeing the Training View, meaning the training directly distributed to their account.
Depending on what features are enabled, they may also be able to see scheduled reviews involving them, any Events they can access, and the ability to enter a Training Code where it has been provided to them to access further training.
In order to properly manage and administrate, Manager accounts have a variety of options that can be enabled for their accounts.
A typical Manager set up for an LMS may include a variety of Managers with different access levels and abilities across the organisational structure.
For example, a HR manager may have full access with a top level perspective, whereas team managers have restricted access and are only able to distribute training and manage users for their level (and below) only.
Visibility of Organisational Units is an key part of Manager account access.
A Manager account is set to have visibility of all Organisational Units by default, but this can be streamlined to target a specific level of the Organisational Structure.
If limiting visibility to a specific Organisational Unit, only one can be selected, but Visibility will be granted to that Organisation Unit and any other Organisation Units contained below that level in the overall Structure.
Managers will have visibility of the level of the Organisation that they are granted access to and any levels below it in the Organisational Structure.
Once this is set, any of the permissions options granted to Managers will allow them to modify and affect user accounts on the granted level of Organisational Structure, training, and other features of the LMS in various ways.
- Can distribute training;
- Managers are able to distribute training content to other accounts.
- Can maintain training codes;
- Managers are able to create, manage, and modify Training Codes for the LMS.
- Can maintain rules;
- Managers are able to create, manage, and modify training rules for the LMS.
Can create, modify, restrict or disable:
- Assignments (Feature required);
- Events (Feature required);
- Signable Documents (Feature Required);
- Surveys (Feature Required);
- Virtual Systems (Feature Required);
- Web Links (Feature Required);
Training sessions (Feature Required)
- Can maintain training sessions;
- Are able to create, modify, restrict or disable Training Session content.
- Can allocate presentable modules;
- Can determine which Trainer accounts have access to which Training content.
Managers can have various abilities that affect User accounts.
- Can issue temporary passwords;
- If a user is having trouble logging in, a Manager can generate a temporary password to help them gain access. This needs to be communicated to the User manually.
- Can maintain trainees;
- Can create, modify, and deactivate user accounts.
- Can maintain trainers (Training Sessions Feature Required);
- Can create, modify, demote, and deactivate Trainer accounts.
- Can maintain markers (Assignments Feature Required);
- Can create, modify, demote, and deactivate Marker accounts.
- Can maintain managers;
- Can create, modify, demote, and deactivate other Manager accounts.
Additional abilities can be granted to a Manager account for various tasks.
- Can maintain certificates;
- Uploading and naming certificates (certificates cannot be designed or created in Spark).
- Can maintain company structure;
- Create and modify Organisational Units.
- Can maintain notifications;
- Create, modify, and deactivate notifications sent to users, such as training assignment notifications, certificate notifications, and more.
- Can manually award points (Feature Required);
- Can maintain job role definitions (Feature Required);
- Can maintain proficiencies (Feature Required);
- Can maintain compliance rules (Feature Required);
- Can maintain API credentials;
- Can maintain relayed modules (Feature Required);
- Can maintain sequencing rules;
- Organise training into a set completion order.
- Can send bulk communications;
- Can bulk archive allocations;
- Can export data;
- Can maintain performance reviews (Feature Required);
- Can configure performance review settings (Feature Required);
Feature Associated Specialist Roles
Marker (requires Assignments feature)
Assignments are a special content type and feature that grants the ability to set a user account at "Marker" level.
This this adds the ability to be able to review submitted Learner responses and determine if they have been successfully completed, and then confirm that Assignment as complete.
Trainer (requires Training Sessions feature)
Training Sessions allow the creation of downloadable 'offline' versions of modules that can sync records up with the Spark platform at a later date, and grants the ability to set a user account at a "Trainer" level.
This adds the ability to be able to be given access to downloadable module content for use in an In-classroom Learning setting.