Index
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.
LEARN MORE
Expand/hide additional information.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;
03. In Users/virtual Instances, press Add.
04. In the available users and instances window, enter the user name to be associated with 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.
08. In the 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;
04. Press Save to commit the inclusion of credits on account; or Cancel to quit the action, if desired.
Please note!
This documentation is valid from the 1.5.10 update. If you use a previous update, it may contain information different from what you see on your platform.