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Custom Field Settings

LearnCenter includes a standard set of data collection fields for Users and various learning objects such as Courses, Classes, Enrollments, Chat Rooms, and Electronic Signatures. However, your organization may need to collect information that is not currently supported by the standard fields available in LearnCenter. LearnCenter enables you to add custom fields for this purpose. You can add custom fields for the following. LearnCenter object types.

  • Users
  • Chat Rooms
  • Test Instances
  • Courses
  • Forums
  • Electronic Signatures
  • ILT Sessions
  • Virtual ILT Sessions
  • External Training
  • Classes
  • eCommerce
  • Dynamic Groups (only available if you are using the Dynamic Groups functionality)
  • Enrollments
  • Job Profiles
  • Roster

You can use these custom fields as filters for reporting purposes.

Roster fields can be used to adhere to regulations set forth in European, Middle Eastern, and African (EMEA) markets, where organizations are required by law to collect and report on the amount of training that employees attend per year. The custom Roster fields are available for use within the Rosters themselves, but also in various other Roster-related places within LearnCenter, such as Enrollments (Enrollment User Information fields), Enrollment messages, and My Team.

Custom User fields can only be used in Reports added in this LearnCenter.

The following User Permissions are required to use the options on this menu:

  • View Content
  • View Management Links (sub Permission of Manage Options)
  • Manage Users (Basic) (parent and sub User Permissions)
  • Manage Users (Advanced) (parent and sub User Permissions)
  • Edit Online Courses (parent and sub User Permissions)
  • Manage Instructor Led (Classroom) Training (parent and sub User Permissions)
  • Manage Instructor Led Training Physical Locations (parent and sub User Permissions)
  • Manage Instructor Led Training Instructors (parent and sub User Permissions)
  • Manage Enrollments (parent and sub User Permissions)
  • Manage Job Profiles (parent and sub User Permissions)
  • Manage Chat Rooms (parent and sub User Permissions)
  • Manage Discussion Forums (parent and sub User Permissions)
  • Manage Virtual Events (parent and sub User Permissions)
  • Manage External Training (parent and sub User Permissions)
  • Manage eCommerce (parent and sub User Permissions)
  • Manage  Job Profiles (parent and sub User Permissions)
  • Manage Electronic Signatures (parent and sub User Permissions)

See User Permissions for instructions on granting and denying User permissions.

On the ControlPanel:

  1. Click on the Options menu to expand it.
  2. Click Custom Fields.

By default, the first 10 active User custom fields display on the page. You can view other custom field types by selecting the appropriate Item Type from the drop-down list. You can search for a specific Custom Field Name by typing the name or a portion of the name and clicking Apply Filters. Use the Custom Field Status drop-down list to display either active, inactive or both active and inactive custom fields.

Button

Description

Click this to view and edit the custom User field’s properties.

Note:You can view the Electronic Signature custom fields’ properties and copy the Electronic Signature custom fields as you would any other custom field.Users who have been granted the View Electronic Signatures or Edit Electronic Signatures sub permissions of the Manage Electronic Signatures User Permission can view and edit Electronic Signature properties. If Users have only been granted the View Electronic Signatures permission, they can view the page, but will not be able to edit the Electronic Signature.

Click this to copy a custom User field.

Click this to change the status of a custom User field.

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