For a quick recap, start with this guide
You can see, in the following example, that:
We have 8 learners
Who live in a location called “Head Office – L&D”
Which sits in a group called “Learning & Development”
Which is part of the Whole Company
Let’s dive a little deeper into what this is showing us, pick Attributes:
Here’s where you’ll Add new location attributes or Manage your existing ones, and we’ve already covered that in this handy guide.
Finally, let’s look at Users with Reporting Access:
In this example we currently have 8 people in this location, and we have a total of 31 people who can see everyone in this location! The reason why is all down to their Job Type.
Study this image for a few seconds:
Here you can see that:
Alan can see the whole of the organisation structure because his job type is “Colleague (CS)” (and anyway, he left last week!)
Ivan (that’s me!) can see the whole organisation because he’s a Client Admin (and that’s fair enough!)
Jade is a “Manager (CS)” (she’s actually the L&D Manager) so she can see just this location of 8 people
Kay is an L&D Coordinator so she gets to see everyone as well
Hmm, sounds like we’ve got some tidying up to do! Let’s revisit who should really be in the “Head Office – L&D” team location and who has a legitimate need to see everyone in the whole company.
With the help of the following guides:
Understanding Job Types and why they matter
Adding new people
Managing leavers and excluded learners
Hey presto! We’ve done just that:
We now have 6 people in this location, and 7 people who can see the 6 people within this location:
Notice that Jade, our L&D Manager, has got reporting access to see “Groups and subgroups”.
Why’s that important?
Here’s how Jade has been given her reporting access:
She is in a location within a Group, but her reporting access is set as Group and subgroups, so consider this scenario… “What if there were lots of people in multiple different locations but all grouped together in a single group which was then moved into the same group that holds Jade’s location?”
A bit like this:
Jade will automatically see everyone in the new group, you don’t need to revisit her reporting access. Powerful stuff!
You might find these other guides useful: