Creating markers for a tenant

Overview

Custom markers can be added to a learner's personal details to highlight specific support requirements, potential risks, or other needs to administrators and work coaches. Markers are visible in the Aptem console only, not in Aptem Classic.

To create markers, you need the Manage Tenant Settings role assigned to your administrator account and access to the Aptem console.

Creating markers

  1. Sign in to your administrator account.
  2. Select Settings from the left navigation panel.
  3. Navigate to Branding and customisation.
  4. Select Markers.
  5. On the Markers screen, confirm that Enable markers is set to Yes. If it is set to No, contact your Customer Success Manager to have it enabled.
    Markers screen showing Enable markers toggle set to Yes
  6. Select Add marker. The Add marker screen opens. Enter a name for the marker (maximum 80 characters) and optionally a description (maximum 250 characters).
    Add marker screen showing name and description fields
  7. Select Add to save the marker. It will appear in your list of organisational markers.
    Markers list showing newly created marker

Once markers have been created, work coaches can enable them for individual learners. Note: a marker cannot be edited after it has been created and can only be deleted.

Deleting a marker

  1. Select the delete icon on the far right of the marker you want to remove.
  2. Deleting a marker removes it from the markers list and from all learner records.
    Delete confirmation screen for a marker
  3. Select Delete to confirm.
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