A broader reach for Custom Account fields
Tired of your admins being stretched thin with the weight of other people’s responsibilities? Well, our latest Custom Account field update lightens their load by bringing less manual entry for admins, more self-service for users, and streamlined reporting all round. What’s changed? – Your site’s enabled Custom Account fields are now available on the user’s Edit My Account page, allowing your people to update their own information as soon as it changes. Admins retain control in the LMS, ensuring your data is kept accurate. And, for added visibility, admins can now include these fields in the Consolidated Training Report.
With the introduction of Custom Account fields, admins gained the ability to capture organisation-specific information when creating or updating a user account. This update builds on that foundation by broadening reporting capabilities and easing your admins' workload through increased self-service. We’ve achieved this by:
- Enabling users to view and update their custom account field values directly from their profile, providing more self-service for your people.
- Expanding the Consolidated Training Report to include Custom Account fields, making it easier for admins to find the data they need.
A summary of what's new
The maintenance of user information and the ability to report on that data are increased when a site has one or more Custom Account fields enabled. To achieve this, we’ve updated the following:
- Edit My Account
A new Additional Details section now appears on the Edit My Account page. It contains Custom Account field values. A user can now view and update this section, reducing admin intervention and giving users more access to their personal information. - Consolidated Training Report
Columns for your enabled Custom Account fields can now be selected in the Consolidated Training Report, providing admins with more flexible access to this information.
This enhancement expands the Custom Account fields feature. For more information on this feature, please refer to this Product Update: Capture more with our account details expansion.
Edit My Account: Additional Details
Users can only see and edit their account details, including updating Custom Account fields, if the User can edit account details toggle on your site is set to YES.
Users can now see and update the Custom Account field values on their account via the Edit My Account page.
A new Additional Details section appears below Personal Details whenever your site has at least one Custom Account field enabled in Configuration. Each field in this section reflects its setup in Configuration and contains:
- A label: The unique name for the Custom Account field.
- Field type: Uses one of the following options, as set in Configuration:
- Text: A free-text field that accepts up to 250 characters.
- Number: Accepts up to 16 characters and supports negative values and decimals.
- On/Off toggle: Set to Off by default. The user can change this to On.
- Date: A date selector in DD/MM/YYYY format.
Custom Account fields are optional on the Edit My Account page. The standard date validation for Date fields and the character limits for Text and Number fields apply.
Consolidated Training Report: Additional Details
Enabled Custom Account fields are now available for selection in the Consolidated Training Report. They appear in this report:
- If the admin has selected List of Records as the Report Type in Step 1.
- In Step 3, under Columns > User Columns.
- As a selectable column, one for each enabled Custom Account field.
If selected, Custom Account field values are included in the generated report.
