Admin Access/Rights
Access/Privileges
Administrator s
Administrative Access - Table of Contents
Creating New Administrators .................................................................................................................................... 2
Steps to Create a New Administrator ................................................................................................................... 3
To grant access to other departments or additional facilities continue with the following steps: ............................. 3
Continue to add Individual Administrative Options using the Steps below. ............................................................ 4
Steps to Add Individual Administrative Access Options ..................................................................................... 4
Editing and Revoking an Administrator’s Access .................................................................................................... 5
Steps to Edit an Administrator’s Access .............................................................................................................. 5
Steps to Revoke an Administrator’s Access......................................................................................................... 6
Explanation of the Administrative Rights Options ................................................................................................... 6
Access Control Center .............................................................................................................................................. 6
Create/Manage/Assign Content ................................................................................................................................ 7
Create and Manage Demographic Information ......................................................................................................... 8
Events Manager Options ........................................................................................................................................... 8
Imaging Suite Options .............................................................................................................................................. 9
Knowledge Manager Options ................................................................................................................................... 9
Mosby’s Nursing Skills Management Options ....................................................................................................... 10
Create and manage Announcements ....................................................................................................................... 11
Discussion Options ................................................................................................................................................. 11
Learner Options: Preceptors and Discussion Participants .................................................................................... 11
Granting Reports Only Privileges to Administrators ............................................................................................. 13
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Access/Privileges
Administrator s
Administrative Access
Administrative scope refers to the departments and facilities an Administrator has access to. Within this scope each Administrator will have specific administrative rights
(e.g., may add annotations to content). The LMS allows each organization to create multiple Administrators with a wide variety of rights and scope to meet the unique needs of the organization.
Depending on the level of access, Administrators may add Learners, inactivate
Learners, create modules, assign lessons, create events, run reports, create other
Administrators and generally manage the Learners to which they have access.
There can be one Administrator or multiple Administrators depending on the size of the facility and the goals of the organization.
System Administrator
– access to all LMS functionality and sets the default options for the organization.
Facility Administrator – access to a facility, privileges may vary.
Department Administrator – access to one or more departments, privileges may vary.
Reports Administrator – privilege to reporting functionality, access varies based on Administrative level and scope.
See at the end of this document ‘Learner Options’: Preceptors and Discussion
Participants.
Creating New Administrators
Note : Before an Administrator can be added, he/she must first be a
Learner in the LMS.
You add administrative rights to an existing Learner. This new Administrator can help you with adding new Learners, creating and assigning modules and so on.
Note : You can also edit or revoke an Administrator’s rights.
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Access/Privileges
Administrator s
Steps to Create a New Administrator
The steps below grant administrative access to the new Administrator’s home department. Once the Administrator is created you can add permissions by selecting the ‘Manage System Access’ button or choosing ‘Edit Access’ for an existing
Administrator from the ‘Access’ menu.
Note: If you want to give report access only, do not check any of the checkboxes.
1. Click Access — Create a New Administrator
2. Enter all or part of a Learner ’s last name .
3. Click Search button.
4. From
‘Select Learner’ on the right, use the drop-down to select a Learner .
5. Click the Grant Access button.
To grant access to other departments or additional facilities continue with the following steps:
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s
Access/Privileges
Administrator
6. From the ‘Facilities’ drop-down, select a facility .
7. Click the Select Facility button.
The page refreshes.
8. From ‘Departments for Facility’ drop-down, click either one department or ‘All departments’ you want the new Administrator to access.
9. Click the Grant Access button.
The assigned facilities with department code/name display at the bottom of the page.
Note : By default an Administrator has access to the department to which he/she belongs. Access to additional departments is at the discretion of the System Administrator and/or the organization.
Note : To revoke access to any department(s), click the Revoke Access button to the right of the department name.
Continue to add Individual Administrative Options using the
Steps below.
See ‘
Explanation of the Administrative Rights Options
’ later in this document for information about each privilege.
Steps to Add Individual Administrative Access Options
If you are continuing the steps from above, click the Manage System Access button in the upper right and continue from Step 4.
1. Select Access — Edit Access for an Existing Admin .
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Access/Privileges
Administrator s
2. Enter the last name of the Learner, and click the Search button.
3. From the Select Learner drop-down on the right, select the name of the Learner and click the Select Learner button.
The ‘Administrative Access Management - Master Access Control’ page opens.
4. Check the box next to each privilege you want to grant to the Administrator. See
‘ Explanation of the Administrative Rights Options ’ later in this document for information about each privilege.
5. Click Update Access Rights button at the bottom of the page .
Tip : You can click the Manage Facility/Dept Access button in the upper right to add or remove facility and/or department access.
Editing and Revoking an Administrator’s Access
There may be an occasion when you need to edit rights for an Administrator. For example, you may need to add or delete some rights or even revoke all rights or change the facility and/or departments an Administrator accesses. To edit an Administrator’s access and rights, follow the steps below.
Steps to Edit an Administrator’s Access
1. Select Access — Edit Access for an Existing Admin .
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Administrator
2. Enter all or part of the
Administrator’s last name
and click the Search button.
3. From the right ‘Select Learner’, select the Administrator’s name, and click the
Select Learner button.
4. Make necessary changes to
Administrator’s rights by checking or un-checking the box next to any privileges you want to change.
5. Click the Update Access Rights button at the bottom of the page .
Note : You can click the Manage Facility/Dept Access button in the upper right to change department and facility access.
Tip : To change access privileges for other Administrators, use the
‘Search’ above.
Steps to Revoke an
Administrator’s Access
1. Select Access — Edit Access for an Existing Admin .
2. Enter all or part of the Administrator’s last name and click the Search button.
3.
From the right ‘Select Learner’, click the Administrator’s name and click the
Select Learner button.
4. Click the Revoke All Rights button in the upper right.
5. Click OK to confirm.
Explanation of the Administrative Rights Options
AVAILABLE ON ALL PLATFORMS
Access Control Center
Access Manager : Allows the Admin to create other Administrators with rights equal to or less than their own.
Password Visibility : Allows the Admin to see Learner Passwords from ‘Learner
Lookup’ and ‘Add/Edit’ Learner pages based on his/her scope.
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Create/Manage/Assign Content
s
Access/Privileges
Administrator
Content Editor : Allows an Administrator to create linked lessons and tests, See the
Help document: “Content Linking.” The access does not give Admin access to create assessments.
Linked Content FTP Upload : Allows Administrators to upload content from their computer to the LMS through an FTP site
Create/Edit Assessment Tests : Allows an Administrator to create and/or edit assessment tests. This does not give Admin access to other content linking functionality
Content Annotator : Allows an Administrator to create annotations. Annotations allow you to put additional content, specific to your facility, department, and so on, directly into a lesson.
Module Creator : Allows an Administrator to create modules within her scope (local
Modules).
Module Editor : Allows an Administrator to edit modules in her Admin scope.
Global Module Maker : Allows an Administrator to make modules Global.
Global Module Editor : Allows an Administrator to edit modules available to the entire facility/system.
Module Assignment : Allows an Administrator to assign modules to Learners within his/her Admin scope.
Programs Administrator : Allows an Administrator to associate training with programs.
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Access/Privileges
Administrator s
Programs Creator : Allows an Administrator to create programs for reporting purposes.
Access Instructor Guide : Allows the Admin to view the instructor guide. They are located under lesson reports and show the lesson tests and answers. You may not want lower level admins to have access to that information.
Create and Manage Demographic Information
Create/Edit Learners : Allows an Administrator to add and edit Learners and their demographic information. See the
Help document named “
Working with Learners
.”
Create/Edit Groups : Allows an Administrator to add and edit groups. Groups cross facility and department boundary lines so limit this access to only those Administrators that need to manage groups.
Create/Edit Departments : Allows an Administrator to create and edit departments
(may only edit departments within his/her access rights. If you are sending an HR download, the departments will be created automatically so you may wish to limit access to this feature. S ee the Help document named “
HR Download
.”
Events Manager Options
Schedule Events : Allows an Administrator to schedule a new event. See the Help document named “ Event Manager .”
Classroom Setup: Allows an Administrator to create/edit new locations, add/remove instructors and change cancellation policies.
Event Enroll : Allows an Administrator to enroll existing Learners in classes & events.
See the Help document named “ Event Manager .”
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Access/Privileges
Administrator s
Event Add Learners : Allows an Administrator to add new Learners to the LMS through the Events Manager.
See the Help document named “
Event Manager
.”
View Event Reports : Allows an Administrator to view Event reports. See the Help document named “ Event Manager Reports .”
Global Ontrack Access: Allows an Administrator to manage the Learners in an
Ontrack Item for
‘All’ Learners across the organization. This permission does not allow administraotrs to ‘Create’ and/or ‘Edit’ the Ontrack Item itself. See the Help document named “ OnTrack .”
OnTrack Access : Allows an Administrator to manage Learners in an Ontrack Item for
Learners in their scope. This permission does not allow admins to ‘Create’ and/or ‘Edit’ the Ontrack item itself.
See the Help document named “ OnTrack.
”
Manage Ontrack Items : Allows an administraor to ‘Create’ a new Ontrack Item and/or
‘Edit’ the properties of an existing Item as long as no Learners in the Item have been marked complete. This permission will not allow the administrator to manage any
Learner activity related to the Item.
See the Help document named “
OnTrack .
”
Important : An Administrator with access to Events Manager functionality will have access to all Learners across the organization . Access to
Events Manager is not limited by Scope.
Imaging Suite Options
Edit Imaging Content : (Only available for Imaging Suite clients.) Allows an
Administrator to edit imaging content.
Knowledge Manager Options
Create/Edit Checklists : (Only available for clients with Knowledge Manager.) Allows an
Administrator to create and edit checklists.
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Mosby’s Nursing Skills Management Options
s
Access/Privileges
Administrator
Skill Creator/Editor : Allows an Administrator to create and edit skills checklists.
Content Release Management : Allows an Administrator to either accept or decline content updates to Mosby Skills.
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Create and manage Announcements
s
Access/Privileges
Administrator
Global Announcement Editor : Allows an Administrator to create announcements and assign them to the entire organization as well as the ability to edit all announcements on the LMS system. See the Help document named “ Announcement Manager .”
Announcement Editor : Allows an Administrator to create, edit and assign announcements within his/her administrative scope. See the Help document named
“ Announcement Manager .”
Manage Announcement Types : Allows an Administrator to create and manage announcement types. Announcement types allow you to group your announcements by
‘Type’ (e.g., Staff Meeting Minutes, Policy Change). You must provide access to either
Global or Local Announcement editor to have this functionality work.
Discussion Options
Create/Edit Discussions : Allows an Administrator the ability to create, edit and view
Discussions. (See below for Learners.)
Learner Options: Preceptors and Discussion Participants
You can also grant Learners the following abilities from both the Add or Edit Learner pages.
Skills Preceptor : (Your organization must have access to Skills.) Allows the
Learner to grade Skills checklists as assigned by an Administrator.
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Access/Privileges
Administrator s
Knowledge Manager Preceptor (Your organization must have access to
Knowledge Manager.) Allows the Learner to grade Knowledge Manager checklists as assigned.
Note: Learners that are assigned the Preceptor privilege do not have
Administrative privileges unless they are added separately.
Grade Discussion Participants: Allows Learners to grade Discussions as assigned by an Administrator. These Learners do not have Administrative privileges unless they are added separately.
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Granting Reports Only Privileges to Administrators
If you want to give report access only, do not check any of the checkboxes from the
‘Access Control Center’ on the ‘Administrative Access Management’ page.
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