KnowledgeSmart Administrators and Users.
It is possible to assign 5 datafield values against your user records. These are extremely valuable for filtering and creating groups and dynamic groups for your Users, Invites and Results data.
Correctly populated datafields will help you create a variety of reports and charts for your management team.
To view the datafields on a per user basis, go to the Users > User list page and click on the 'View or edit user data' (magnifying glass) icon.
This expands the user record, so you can view and edit the data captured for each member of your team.
Here are some examples of typical values captured in the user datafields:
- Office or Studio location, i.e. London, New York, Chicago, Berlin, Copenhagen
- Job Title, i.e. Architect, Engineer, Designer, Project Manager, Director, Manager
(NB, this value can also be captured separately against user records)
- Industry Discipline, i.e. Architecture, Civil, Mechanical, Electrical, Plumbing/HVAC
- Business Unit or Division
- Project Team Name
- Compliance Training Course
- Director or Manager Name
- Software Title, i.e. Revit Architecture, Revit MEP, Revit Structure, AutoCAD, Civil 3D
Adding custom datafield labels
KnowledgeSmart Administrators can add custom labels to the datafields on the Users > User datafields page. Enter the relevant label for each datafield in the 'Custom Label' fields and click 'Save' to register your changes.
Populating user datafields
There are 3 different ways to populate your user datafields.
Use the CSV template to upload your user records, including completed datafield info. Go to the Users > Manage user data page. Hover over the help notes (?) icon and look for the sample .csv template.
Populate the sheet with your user records and save as a .csv file.
Browse for your saved file and click 'Upload' to import your user list into the KS platform.
Click 'Add/Update users' to complete your import of user data.
Go to the Users > User list page to view your updated user records.
Instruct your users to populate the user datafields on their assessment start page.
Go to the Settings > User datafields page. Check the boxes in the 'Show on test start page' column and decide if you want to make them optional or mandatory.
You can ask users to fill in the datafields as a free text field or, if you prefer, you can display pre-defined values in a dropdown. To do this, enter your datafield choices in the Dropdown items column, as comma separated values. Click 'Save' to register your changes.
Next, go to the Settings > UI options page and check the box called, 'Display user data capture page 1 (start)'.
When a user logs in to take their assessment, they will be prompted to complete this data before they proceed to their assessment start page.
Ask your users to populate the user datafields on their individual user profile page.
Go to the Settings > User datafields page. Check the boxes in the 'Show on user pages' column.
Once again, you can ask users to fill in the datafields as a free text field or, if you prefer, you can display pre-defined values in a dropdown. Click 'Save' to register your changes.
Next, go to the Settings > UI options page and check the box called, 'Enable user page access'.
When the user logs in to their personal user dashboard page, they need to click on the 'My Details' link. The editable user datafields will display on the right side of the screen.
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