1. Filters
Filters are powerful tools for organizing and sorting users based on specific criteria in Reports and Custom Reporting. Here is an overview of their use:
What are Filters used for?
User Organization: Filters allow you to sort users based on predefined criteria, such as Department, Country, or other common attributes.
Statistics and Reports: They facilitate data analysis by allowing you to generate reports for specific user groups.
How to use Filters?
Creating Filters:
Filters must be created by an Administrator in the administration section of Dokeos LMS.
They are generally configured to include options such as "Department," "Country," etc.
2. Applying Filters:
When enrolling new users in a Course, Learning Path, or updating their information, you can select filters from drop-down lists.
You can select multiple values for a single filter by separating them with a semicolon (;) during a bulk import.
Example of use: If you want to generate a report on users from a specific department, you can apply a filter for that department in your Reports.
2. Custom Fields
Custom Fields are specific attributes that you can add to user profiles to meet particular needs.
What are Custom Fields used for?
Specific Information: They allow you to store unique information for each user, such as an employee number or an internal identifier.
Certificates: You can include these fields in Certificate Templates to personalize official user documents.
How to use Custom Fields?
Creating Custom Fields:
Custom Fields are created by the Administrator in the administration section.
They are not available in drop-down lists but must be manually added to each user profile during registration.
2. Adding Custom Fields to User Profiles:
When creating or updating user profiles, you can enter values for these Custom Fields.
These fields will appear in each user’s profile and can be used for specific functionalities such as Certificates.
Example of use: You can create a Custom Field for an employee number, which will then appear on Certificates generated for users.
If you are a DPC Training Organization, you can use a Custom Field to store the ADELI or RPPS number.
Key Differences
Filters :
Usage : To sort and organize users in Reports and when enrolling in a Course or Learning Path.
Creation : Administrator creates Filters from drop-down lists during enrollment.
Application : Filters are common to various users.
Custom Fields :
Usage : To store specific information for each user.
Creation : Administrator creates Custom Fields, but information must be manually entered.
Application : Custom Fields are unique to each user and can be included in Certificates.
Conclusion
Filters and Custom Fields are essential tools for customizing and organizing user information in Dokeos LMS. By using these tools appropriately, you can better manage user data and generate detailed reports for your organization.
For any questions or further assistance, feel free to contact support at support@dokeos.com.