Institution Group Manager Functions
Overview
Welcome to Liaison Academy! If you've landed on this page, it's likely because you're a TargetX user who's been assigned the Institution Group Manager role (if you don't have this role but need it, contact a member of your account team). This role allows you to manage your institution's users. Management functions include:
- Viewing and deactivating users.
- Assigning and unassigning training.
- Reporting on learner progress.
To access these functions, you'll use the Manager menu:
As you navigate through Liaison Academy, you may notice there are multiple ways to complete specific actions; therefore, this article presents a set of workflows you can use as a starting point. If you need assistance, email us at academy@liaisonedu.com.
Adding Users
Once you receive the invitation email and set your password, you can add users from your institution to the our products User Community by following these steps:
- Sign in to the TargetX User Community.
- In the upper right of the window, select your avatar and then click My Profile:
- Scroll to User Community Sign-up, at the bottom of the page, and click the link to the our products User Community Sign-up Form:
- Complete the form and Submit. The user will receive an email when they are granted access.
- If the user needs to be added to Liaison Academy, see Unit Manager Functions.
Deactivating Users
To deactivate a user in LearnUpon, disable the login in LearnUpon:
- Navigate to the LearnUpon tab in Salesforce.
- Click Users.
- Search for the User and click the name.
- Disable the toggle for Login enabled.
Assigning Training
- From the main menu, select Enrollments.
- Find and select the courses or Learning Journey (formerly 'Learning Paths'), then search for the User(s) and click Enroll.
You can also enroll a user by selecting Users, searching for the user, and then choosing the User, followed by selecting the Enrollments tab. Then choose Enroll User to search for the relevant courses or Learning Journeys.
Unassigning Training
- Select Users from the left menu and search for the User.
- Click the User's name, then click Enrollments. This will list any courses they are currently enrolled in.
- Click the ellipses and choose Unenroll:
If the user has been enrolled in Learning Journeys, click the tile for Learning Journeys, click the ellipses and choose Unenroll:
Reporting on Learner Progress
Manager Dashboard
The Dashboard offers several types of reports. Select the courses drop down to filter for a specific course or choose to View list for any of the available reports in the tiles:
Once you select an option, you can apply filters to pinpoint specific elements such as a particular course or status.
Reporting
- From the main menu, select Reports.
- You will have the option to run Advanced Reports or Basic Reports.
- Click Create report, then choose from the list of available Reports:
Progress Report
This report provides metrics for each learner, including:
- The total number of course enrollments along with Progress and Status.
- The total number of course completions.
Note: When reviewing progress, refer to the Progress field, not Course Completion % - the Course Completion % can vary depending on how the course was built.
You can report on Learning Journeys by running a Progress report and adding the Course reference code to the layout. If a course is part of a Learning Journey, this field will include the Learning Journey name.
Courses Status Report
This report allows you to track learner progress by course.
Report Builder
The report builder allows you to create customized reports about your learners’ training performance. Reports can be public (accessible to other unit managers at your institution), private (only accessible to you), or scheduled for future delivery.
- To get started, click Create New Report.
- Select a report type, then click Continue.
- Configure the report.
For each report, you can edit the Layout by choosing the Layout tab and adding or removing the columns you want to view:
- Saved reports will display in your report list, where you can edit, rename, schedule, delete, or copy:
