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KnowledgeSmart Admin Features

Admin features for KnowledgeSmart.

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KnowledgeSmart - General Enhancements (July 2022-November 2023)

Invite Management - Invite Received/Not Received Filter and New Date Range

  • On the Test > Invites > History page, we added an invite received/not received filter and a new invite sent date range filter for test invites.

                                            

  • This makes it easier to identify which users have (or have not) been sent an invite to an assessment, for a specific date range.
  • Search results can easily be captured in a static group, for analysis or exporting. 
  • This filter has also been added to the Survey > Invites > History page.


     
  • This filter has also been added to the Skills > Invites > History page.

     

User Administration - Searchability

  • We updated the search logic on the Users > User list page, making it easier to identify which users have not been sent an invite to a particular assessment, for a specific date range.

  • Search results can easily be captured in a static group, for analysis or exporting.

                                         


Unique Active Users

We updated the logic for the ‘Unique Active Users’ data, which displays in the summary box on the 3 x HOME pages. 
 
 

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    • Tests: A 'Unique active user' has been sent one or more invites and has logged in and completed at least one assessment (in the selected time period). The act of completing the assessment triggers their 'active' status. 

    • Surveys: A 'Unique active user' has been sent one or more Survey invites and has logged into and completed at least one Survey (in the selected time period). The act of completing the Survey triggers their 'active' status. 

    • Skills: A 'Unique active user' has been sent one or more Skills audit invites and has logged into and completed at least one Skills audit (in the selected time period). The act of completing the Skills audit triggers their 'active' status. 
       
    • Hover over the small ‘person’ icon to see a breakdown of invite numbers by user status.  

 

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Enhancements to Text Editors

    • We updated the WYSIWYG rich text editor on the Invites pages of the admin dashboard. 

                         

    • We updated the WYSIWYG rich text editor on the Library > Draft content > Draft questions > Edit test question page. 

On the survey invites page, we have the updated text editing tools:

On the skills audit invites page, we have the updated text editing tools:

Account Management Enhancement

  • New API Activity Log.
    • We added a new tool that allows you to take an export of all API actions, including activity type, account name, account ID, date, and activity count.

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Data Export Enhancement

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  • Updated Naming Convention for all KS Exports
    • For example, the main test export displays like this: KS_TestQuestionExport_ID18919_2022-08-04_14-44.csv.       
  • We added new fields to the Skills assessment master data export, capturing user ID, submitted answer values, and required answer values. This allows admins to view all answers submitted by users during their assessment quickly and offers another layer of data analysis for question performance.
  • We updated the KS Benchmark table to reflect a wider range of test names and show scores and elapsed time for versions 2019-2023.

Teams Enhancements

  • Search, and Dynamic Groups Added to Teams.
    • We added search and dynamic group selection options to the 'create team' process. Now, admins can search for specific people and also create teams from existing user dynamic groups. 

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  • Copy Teams
    •  We added a 'Copy team' function. This creates a copy of an existing team, called 'Copy of Team A'. Admins can then edit the team name and change the manager. Team membership remains the same. Use this workflow when there is more than one manager assigned to a team, or more than one manager needs to view team data.
  • We added search fields to the ‘Teams Skills’ page on the manager user page.
  • We added a new bulk delete option for the KS Teams page

                       


Dynamic Group Filter Enhancement - Job Title

  • Dynamic Group Search Filter Enhancement:
    • We added a new filter in the Users, Results, and Invites dynamic groups areas called 'Job title'. This allows admins to create dynamic groups based on job roles.

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Teams – Add a Secondary Manager

  • KS Teams can now be updated with a 'Primary' Manager and a 'Secondary' Manager.
  • Primary Managers can view and edit KS Skills audit data, plus view KS Skills assessment data and KS Survey data (for their Team(s).
  • Secondary Managers can view (but not edit) KS Skills audit data, plus view KS Skills assessment data and KS Survey data (for their Team(s)).

How to add managers to teams

  • Step 1 -  Name and describe your team.

  • Step 2 - Assign your team members. 


  •  Step 3 - Assign your Primary team manager.

 

  • Step 4 - Assign your Secondary team manager.

 Viewing Results data on Manager Pages

  • This is the view for a Primary manager...
  • Select the 'My Teams' link to view the teams you manage. 

  • Click the team name to view a list of team members. 

  • Click the '+' icon to view skills for each team member. Primary managers can view and edit Manager ratings values. 

  • Select the 'Team Skills' link to view a consolidated list of skills for all users from teams you manage.


Click the username to view a list of skills. Primary managers can view and edit Manager ratings values. 

  • In addition to Skills ratings data, Primary managers can also view results data for Surveys and results and invite history data for Skills assessments. 

  • This is the view for a Secondary manager... 
  • Select the 'My Teams' link to view the teams you manage. 

  •  Click the team name to view a list of team members. 

  • Click the '+' icon to view skills for each team member. Secondary managers can view (but not edit) Manager ratings values. (Manager ratings are greyed out).

  • Select the 'Team Skills' link to view a consolidated list of skills for all users from teams you manage. 



  • Click the username to view a list of skills. Secondary managers can view (but not edit) Manager ratings values. (Manager ratings are greyed out).

  • In addition to Skills ratings data, Secondary managers can also view results data for Surveys and results and invite history data for Skills assessments. 

API Enhancements

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  • We created a new API endpoint, which combines the following three separate API calls into one

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    • The new API call is as per the screenshots below:mceclip4.png
  • New Library Export Feature
    • We added a new library export feature, so admins can easily export a list of ‘Off the Shelf’ (OTS), Published and Draft content, across individual or linked accounts.
    • Look for the ‘Export to Excel’ tool, at the top of all library pages.

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    • This feature is available for Skills assessments, General surveys, and Skills audits, on the following dashboard pages:
      • Library > Tests > OTS Tests, Library > Tests > Published Tests, Library > Tests > Draft Tests
      • Library > Surveys > Published Surveys, Library > Surveys > Draft Surveys.
      • Library > Skills > OTS Skills Audits, Library > Skills > Published Skills Audits, Library > Skills > Draft Skills Audits.

Enhanced search filter

          • We added a new search filter, which displays all questions and modules not used in a test/survey/skills audit. mceclip7.png

Logic for Deleted Accounts

  • We updated the logic for deleted accounts: Users, invites and results are now automatically reassigned to the parent account whenever a child account is deleted (for tests, surveys, and skills). 

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Updated the logic for individual user pages, where a user belongs to two or more accounts.

  • The login process for a user now finds all accounts that the user belongs to and lists the account names on the ‘My Details’ page.

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  • We added the Result ID to the header of the test report. This makes it easier to track completed results in your reporting templates.

 

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Related Article(s): 

Pinnacle Series Monthly Release Notes

KnowledgeSmart Enhancements - Test (July 2022-September 2023)

KnowledgeSmart Enhancements - Survey Platform (July 2022- September 2023)

KnowledgeSmart Enhancements - Skill Audit Platform - July 2022-September 2023

KnowledgeSmart Repairs (July 2022-September 2023)

 

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