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Learn - How to manually add and manage User Information fields

Matt Troy
Updated

In this article, we'll show how User Information fields can be manually added to Learn LMS, alongside those fields automatically updated by the People-data feed. View this article for a full list of standard and customisable people-data fields and how they are used.

Up to 20 User Information fields are available in Learn LMS to store information about your people, for example; where they work, what they do, and any additional responsibilities they have. User Information fields are most commonly used to automate training assignment, and to produce targeted reports. 

User information fields are typically managed in an HR data source and updated in Learn LMS via the automated People data feed. However, Learn administrators can also manually add and manage User information fields directly in Learn LMS. This may be necessary if the HR data source does not contain the information needed.

Watch the video and follow the steps to see how:

 

 

Steps to View User Information fields in your Learn LMS

  1. In Learn admin, browse to Settings:LEARN_GlobalSettings.png
  2. Select User Information from the Settings Administration menu:LEARN_Settings_UserInformation.png

Steps to create a Freetext type User Information field

Before adding any new User information fields, check that the selected field is not already in use. 

  1. Follow the steps above to browse to view User information fields in your Learn
  2. Identify a field that is not already being used
  3. Add a description into the Label column, here:LEARN_Users_FreetextInfoField.png
  4. Select Submit to save the changes. If this field is to be populated by the automated People-data feed, contact the Kallidus Support team to complete the mapping.

Steps to create a Selection type User Information field

Before adding any new User information fields, check that the selected field is not already in use.

  1. Follow the steps above to browse to view User information fields in your Learn
  2. Identify a field that is not already being used
  3. Add a description into the Label column, here:LEARN_UserInfoFields_SelectionLabel.png
  4. Choose the type Item selection from the Type dropdown menu
  5. Select Edit:LEARN_Users_InfoField_Edit.png
  6. Populate the Label and Value fields. The 'Label' is how the information will be visible to administrators when populating the field, or for example when referencing the field in a Group rule. The 'Value' is what will be stored in the database. Often these are populated with the same information: LEARN_UserInfoFields_AddLabelAndValue.png
    Once added, the labels can be reordered using the Up/Down buttons, or deleted using the Delete button
  7. Select Submit to save the changes

Find out more in The Academy

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