The Job Role and Job Title fields allow you to capture and maintain accurate professional information for every user within the system. This information can be used to filter and refine reporting data, making it easier to analyse training activity across your organisation.
With this feature, you can:
Capture each user's job role and job title at the point of first login.
Assign or update this information from within a user's profile at any time.
Set job role and job title when creating new users.
Filter reports by job role and job title across key reporting dashboards.
Include job role and job title as additional columns in exported Excel reports.
First Login Prompt
When a user logs into the system for the first time, a popup window will appear prompting them to enter their Job Role and Job Title.
How it works
The user logs into the system.
A popup window appears requesting the user to enter their Job Role and Job Title.
The user enters the information and clicks Save to store it against their profile.
Important behaviour
If the user completes both fields and saves, the information is stored immediately in their profile.
If the user closes the popup without submitting, the popup will not appear again on subsequent logins.
Note: Users can still provide or update this information at any time via their User Profile. Completing the popup at first login is not mandatory.
Managing Job Role and Job Title
User Profile
Users can view and update their Job Role and Job Title at any time by navigating to their User Profile. This ensures the information remains accurate even if it was not provided at the point of first login.
Adding a New User
Managers can assign a Job Role and Job Title when creating a new user in the system. This information can also be added or updated later if it was not provided at the time the user account was created.
To assign job role and job title when adding a user:
Go to Administration > User Management.
Select Add User or open an existing user record.
Enter the relevant information in the Job Role and Job Title fields.
Click Submit to apply the changes.
Reporting Dashboard Filters
The Job Role and Job Title fields are available as filters across the Reporting Dashboard, allowing you to refine report results based on a user's role or title.
These filters are available in the following reporting sections:
User Training Results
Training History
Training Matrix
User Matrix
Manual Assessments
Excel Report Export
When exporting a report to Excel, the system automatically includes Job Role and Job Title as additional columns within the exported file. This ensures that your exported data provides a complete view of user information alongside training records.
Summary
The Job Role and Job Title feature enables your organisation to:
Capture professional information for all users at first login or via their profile.
Assign and manage this information at the point of user creation or at any later stage.
Filter reporting dashboard by job role and job title for more targeted analysis.
Include job role and job title in all exported Excel reports.