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Speaking of accounts...
Accounts are used to control registration of users in available courses. They are two types of accounts: Credit or Time.
- Credits: registrations in this type of account are controlled by credits. The account has a certain number of credits that are deducted whenever the user is registered in a course that requires credits, i.e.that has a registration cost. It is possible to top up the account, as well as define a limit for it, that is, when the user runs out of all their credits, they can use the account limit to register in the available courses and their account shows a negative balance.
In case of registration cancellation, the credits are only refunded to the user account if they have not started the course. Otherwise, the credits are not refunded, even if they have not completed the course.
When registering in a track, the amount deducted from the user account is the cost of the track. So, when a user registers in a separate training course in the same track, the credits are not deductedtwice.
- Time: this type of account allows you to control registrations by time, that is, it has an expiration date. For as long as the account remains active, users associated to it can register in any track, training course or class.
Expiration time for the account is defined by its administrator. If time is not defined, the account remains active indefinitely, allowing users associated to it to register in any item in the catalog at any time.
When using this type of account, no deduction is made when registering in courses that require credits, since it is a time account, not a credit account.
In addition to these two types of account, there is the default account, which is used by all users that are not associated to any specific account.
View accounts
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01. In the main menu, place the mouse over Learning.
02. Click Manage.
03. Place the mouse over Manage.
04. Click Accounts.
05. View all accounts.
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The default account is displayed in blue and highlighted with a star. You can search a specific account – from the Search field, in the upper left corner of the Accounts list table – as well as select the number of accounts to be displayed per page – 10, 20 or 50. |
Filter accounts
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01. In Filter by, click Type.
02. Select the type by which to filter accounts.
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Available options are:
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03. Then click Status.
04. Select the status by which to filter accounts.
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Available options are:
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05. View the accounts according to the defined filters.
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To view all accounts again, simply undo the defined filter or select the All option in both filters. |
Create account
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01. Click Create new account, in the upper right corner of the Accounts list table.
02. Enter the required information.
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Required information: Name |
Basic Path
01. From the main menu, press Control Panel.
02. Trigger the Learning Guide.
03. Press Accounts.
04. View the global account and the other existing accounts.
Alternative Paths
Filter Accounts
01. Press Filter Options, located in the upper left corner of the window.
02. Enter the requested information to consider when filtering the Accounts.
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The requested information are: Name Type
Status
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03. Press Search.
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To undo the filter set and show all accounts again, press Clear. |
04. Show the accounts according to the defined filter.
Generate Global Account extract
01. Trigger Global account.
02. Enter the starting and ending dates that determine the period from which the extract is generated.
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The period for the generation of the extract should not be greater than 30 days. |
03. Press Search.
04. View the transactions in the account within the defined period.
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You can export the data using export to Excel spreadsheet. To return to the main screen, press Back. |
Add account
01. Press New.
02. Enter the requested information;
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The requested information are: Name Default account The Bill account requires registration approval of license plates Type
Expiration date Days to notify before expiringexpiration Enables Allows the account to use limit (negative balance) ValueAmount |
03. In Users/virtual Instances, press AddMembers, click Add to associate users to the account.
04. In the available users and instances window, enter the user name From the displayed list, find and select the user to be associated with to the account.
05. In listing displayed, select the user to be associated with the account.
06. Press Add.
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To remove a user associated with the account, select it and press Remove. |
07. In Charge of the account, press Add.
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You can find the user that you want by using the Search field – located in the upper right corner of the window – or paging through users – arrows located in the lower right corner. You can also select more than one user at once. |
05. Click Add.
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To delete a user associated to the account, simply click the Delete icon, located to the right of the line corresponding to the user. |
06. In People in charge, click Add to define those in charge of the account.
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The person in charge of | ||
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Responsible for the account is the user who can change it, IE, inactivate, insert credit, include usersi.e., deactivate it, add credits and users, and approve registration requests (if required in an account), among other options. |
0807. In the pop-up window Responsible, insert the name of the user who will be responsible for find and select the user to be in charge of the account.
09. In the listing displayed, select the user who will be responsible for the account.
10. Press Add.
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To remove a charge associated with the account, select it and press Remove. |
11. Fire Rescue; or Cancel to quit the inclusion of account.
Edit Account
01. Select the account to be edited.
02. Press Edit.
03. Change the chosen information.
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Information about the fields displayed can be obtained in the alternate path add account. |
04. Fire Rescue; or Cancel to discard the changes you made.
Inactivate Account
01. Select the account to be inactivated.
02. Press Inactivate.
03. In the message displayed, press Yes to confirm the account inactivation; or Not to drop out of the action, if desired.
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To inactivate an account all users are disassociated from her. |
Reactivate Account
01. Select the account to be reactivated.
02. Press Reactivate.
03. In the message displayed, press Yes to confirm the reactivation of the account; or Not to drop out of the action, if desired.
Generate account Extract
01. Select the account from which extract will be generated.
02. Press Extract.
03. Enter the starting and ending dates that determine the period from which the extract is generated.
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The period for the generation of the extract should not be greater than 30 days. |
04. Press Search.
05. View the transactions in the account within the defined period.
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You can export the data using export to Excel spreadsheet. To return to the main screen, press Back. |
Add credits to the account
01. Select the account for which the credits will be added.
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You can only insert claims into accounts that are kind of credit. |
02. Press Add Credits.
03. Enter the requested information;
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You can find the user that you want by using the Search field – located in the upper right corner of the window – or paging through users – arrows located in the lower right corner. You can also select more than one user at once. |
08. Click Add.
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To delete a user associated to the account, simply click the Delete icon, located to the right of the line corresponding to the user. |
09. Click Save to confirm creating the account.
Edit account
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01. On the accounts list, click the Edit icon, to the right of the account line.
02. Change the information of your choice. For more details about the displayed fields, see the Create account path.
03. Click Save.
Deactivate account
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01. On the accounts list, click the Deactivate icon, to the right of the account line.
02. In the pop-up message, click Yes to confirm deactivating the account.
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When deactivating an account, all its users are disassociated from it. It is not allowed to deactivate the company’s default account. |
Activate account
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01. On the accounts list, click the Activate icon, to the right of the account line.
Delete account
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01. On the accounts list, click the Delete icon, to the right of the account line.
02. In the pop-up message, click Yes to confirm deleting the account.
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The company’s default account cannot be deleted. Accounts in which a credit and/or debit transaction was made cannot be deleted either. In this case, it is only possible to deactivate it. |
Add credits to the account
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You can only add credits to Credit accounts. |
01. On the accounts list, click the Add credit icon, to the right of the account line.
02. Enter the required information.
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Description Value | ||
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The requested information are: Description Amount |
0403. Press Click Save to commit the inclusion of credits on account; or Cancel to quit the action, if desired.
Speaking of Accounts...
The accounts are used to control the registration of users in courses available. They can be of two types:
- Credits: registration control for this type of account is for credits. The Bill has a number of credits that are deducted each time the user is enrolled in a course that requires credits, i.e. that has a cost of registration. It is possible to recharge credits to the account, as well as set a limit to her, that is, when the user runs out all his credits, he shall use the account limit to be able to enroll in the courses available, leaving the account with negative credits. In case of cancellation of the registration, the credits are returned to the user's account only when he hasn't started the course. Otherwise, the credits are not returned, even if he has not completed the course. To enroll in a trail, the amount debited from the user's account is the cost of the trail. So, when he enrolls in a separate training that same track, the credits are not debited again.
- Time: this type of account allows you to control enrollment by time, that is, it has an expiration date. For as long as the account remains active, users are linked to she can enroll in any track, training or class. The time to expiration of account is set by your administrator. If not set, this time the account remains active for indefinite period, which lets users associated with it enrol on any item in the catalog at any time. When using this type of account, any debit is effected when performing the registration in courses that require credits, since the control is by time and not by credits.
In addition to these two account types, there is also the default account, which is used by all users who are not associated with any specific account.
complete adding credits to the account.
View account statement
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01. On the accounts list, click the Statement, to the right of the account line.
02. View the transactions made to the account.
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You can establish a period – equal to or less than 30 days – to view the account statement. Simply enter the dates and click Search. You can also export the data by clicking Export worksheet, in the upper right corner of the Account transactions table. To return to the main screen, click Back. |
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This documentation is valid as of update 1.6.3 – Snowflake. Previous updates may contain different information than what you see on your platform. |
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