Details
Any additional tenant settings required to view this functionality: None
Product area: Users
Overview
A Standard administrator can use the ‘Users’ tile to navigate to the ‘Users’ grid. This grid displays all users the administrator has access to (based on Aptem Groups allocation). The users can be Learners/Jobseekers, or Employers, or Referrers. The administrator can view and manage the users listed on this grid.
This article describes this tile as visible to a standard administrator. For more information, see: Standard administrator - detailed description.
Users grid
When an administrator clicks the ‘Users’ tile, they can view the ‘Users’ grid. By default, the grid is ordered by User ID, ascending, with “New” Learners/Jobseekers displayed at the top. “Archived” users are not visible to a Standard administrator – across the whole system.
New Primary learners/jobseekers
“New” Learners/Jobseekers are indicated by a badge. These are primary learners of the logged-in administrator whose User Profile page has not been visited by the administrator. Once the Administrator visits their User Profile page, the badge is no longer shown.
Filtering
In the filter area, an administrator can view:
| Title | Type of control | Default | Description |
| User name | free text input | Blank |
Filter by user full name. |
| Group | multiselect tree view dropdown | ‘Select groups’ |
Filter by user Aptem group allocation. Only those Aptem Groups are listed which the logged in-administrator has access to. |
| free text input | Blank | Filter by user email. | |
| Status | Dropdown | FullUser, Invites, Prospect |
Filter by user Subscription status. |
| Type | Dropdown | ‘--All--’ | Filter by user type (User (i.e. Learner/Jobseeker), Employer, Referrer). |
| Programme | Searchable dropdown | Blank |
Filter by Learner/Jobseeker’s current Programme. Available options: account programme, all Delivery programmes, all Onboarding programmes – only those created by Administrator of the same Aptem root group as authorised Standard administrator. |
| Programme status | Searchable dropdown | Blank |
Filter by Learner/Jobseeker’s Programme status. Available options: all Programme statuses supported by Aptem |
| NI number | free text input | Blank | Search for a Learner/Jobseeker by their National Insurance number. |
| Case owner | Searchable dropdown | ‘Any’ |
Filter Learners/Jobseekers by their Case owners. Available options: all Administrators the logged in Administrator is within same or intersected Aptem groups |
| Reference number | free text input | Blank | Search for Learner/Jobseeker by their Reference number. |
To apply a filter, the administrator should click the ’Search’ button. To reset currently applied filters and get back to default values, the administrator should click the ‘Reset’ button.
The grid displays 10 records per page. The administrator can use the navigation buttons to switch between pages.
Grid columns
The following grid columns and actions are available for a Standard administrator:
| Column title | Sortable | Data display format | Description |
| User | Yes (alphabetical order) | a link to User Profile (in case of Learner) or Advisor Profile (in case of Employer/Referrer) |
User’s full name (First name + Last name)
|
| Type |
Yes (by userType id) |
String | User’s User type (User (i.e. Learner/Jobseeker), Employer, Referrer) |
| Yes (alphabetical order) | String | User’s email address | |
| Group | No | a link to Users Groups Profile filtered by the selected group | List of all groups an account is assigned to, if multiple. |
| Subscription status |
Yes (by SubscriptionStatus id) |
String with additional options |
User’s subscription status. Additional options/actions: |
| Learning Plan |
Yes (by ‘Learning plan’ link presence) |
a link to the Learning Plan of the learner's current programme episode. | Points out at Learners which have Learning Plan enabled in their Programme |
| Programme status | Yes (by StatusID) |
String | Learner/Jobseeker’s Programme status |
| Notes | No | Clickable icon |
When clicked, administrators can view and manage Notes relating to Learners/Jobseekers. Administrators can view/add/remove notes. This option is hidden for Employers and Referrers. |
| Tasks | No | Clickable icon |
When clicked, the administrator can view the selected Learner/Jobseeker’s Tasks page. This option is hidden for Employers and Referrers. |
| Edit | No | Clickable icon |
When clicked, the administrator can view the selected User’s Edit details page. This is also true for Employers and Referrers. |