Index

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Índice
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Speaking of

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accounts...

The accounts Accounts are used to control the registration of users in available courses available. They can be of are two types of accounts: Credit or Time.

• Credits: registration control for registrations in this type of account is for are controlled by credits. The Bill account has a certain number of credits that are deducted each time whenever the user is enrolled registered in a course that requires credits, i.e.that has a registration cost of registration. It is possible to recharge credits to top up the account, as well as set define a limit to herfor it, that is, when the user runs out of all his their credits, he shall they can use the account limit to be able to enroll register in the courses available, leaving the account with negative credits. available courses and their account shows a negative balance.
  In case of registration cancellation of the registration, the credits are returned only refunded to the user 's account only when he hasn't account if they have not started the course. Otherwise, the credits are not returnedrefunded, even if he has they have not completed the course. To enroll
  When registering in a trailtrack, the amount debited deducted from the user 's account is the cost of the trailtrack. So, when he enrolls a user registers in a separate training that course in the same track, the credits are not debited againdeductedtwice.

• Time: this type of account allows you to control enrollment registrations by time, that is, it has an expiration date. For as long as the account remains active, users are linked associated to she it can enroll register in any track, training course or class. The time to expiration of
  Expiration time for the account is set defined by your its administrator. If time is not setdefined, this time the account remains active for indefinite period, which lets indefinitely, allowing users associated with it enrol on to it to register in any item in the catalog at any time.
  When using this type of account, any debit no deduction is effected made when performing the registration registering in courses that require credits, since the control it is by a time and not by creditsaccount, not a credit account.

In addition to these two types of account types, there is also the default account, which is used by all users who that are not associated with to any specific account.

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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.

03. Press Search.

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.

03. Press Search.

04. View the transactions in the account within the defined period.

Add account

01. Press New.

02. Enter the requested information;

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.

Filter accounts

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01. In Filter by, click Type.

02. Select the type by which to filter accounts.

03. Then click Status.

04. Select the status by which to filter accounts.

05. View the accounts according to the defined 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.

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.

07. In Charge of the account, press Add.

05. Click Add.

06. In People in charge, click Add to define those in charge of the account.

0807. In the pop-up window Responsible, insert the name of the user who will be responsible for the account.

09. In the listing displayed, select the user who will be responsible for the account.

10. Press Add.

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.

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.

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.

04. Press Search.

05. View the transactions in the account within the defined period.

Add credits to the account

01. Select the account for which the credits will be added.

02. Press Add Credits.

03. Enter the requested information;

find and select the user to be in charge of the account.

08. Click Add.

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.

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.

Add credits to the account

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01. On the accounts list, click the Add credit icon, to the right of the account line.

02. Enter the required information.

0403. Press Click Save to commit the inclusion of credits on account; or Cancel to quit the action, if desired.

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to 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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