Admin Tools — Student/User Actions Quick Reference Guide

Audience: Main Admin, Sub Admin

Overview

The Admin Tools tab allows admins to customize portions of the LMS and complete specific actions. In this QRG, actions regarding students, user accounts, assignments, and student records are covered.

 Enabled Permissions Required to Complete the Following Steps

• Admin Tools > Upload Students (All Admins)
• Admin Tools > Merge User Accounts (Main and Sub Admins)
• Admin Tools > Show User Assignments (All Admins)
• Admin Tools > Import Student Records (All Admins)
• Admin Tools > Delete Student Records (All Admins)
• Admin Tools > Bulk Delete Users (Main Admin Only)
• Admin Tools > Restore Deleted User (Main Admin Only)

Important: If you are unable to complete the steps in this QRG, check with your Main Admin to review your Permissions.

Steps to Add New Students by Uploading a CSV

The CSV containing Username, First Name, Last Name, and Email must be created in advance of these steps. These are required fields. Other fields that can be included are Password, Timezone, status (Active or Inactive) and Registration Field values.

1. From Admin Navigation, click Admin Tools.
2. Click Update Students.
3. Click Download CSV Template for an Excel spreadsheet to fill out with the required information.
4. Click Choose to select a User Group to assign to the students. This is optional.
5. Click Choose File to select the CSV file.
6. Select the file from the folder structure.
7. Click Upload.

Steps to Merge Duplicate User Accounts

1. From Admin Navigation, click Admin Tools.
2. Click Merge User Accounts.
3. Select or enter the Filters to search for the master user.
4. Select the user from the Select Master Users displayed. This is the user record that will be retained.
5. Select or enter the Filters to search for the duplicate user.
6. Select the user from the Select Duplicate Users displayed. This is the user record that will be eliminated.
7. Click Merge Users.

Steps to Show User Assignments

This displays information about which user groups a user is a member of, and how they got their content assignments.

1. From Admin Navigation, click Admin Tools.
2. Click Show User Assignments.
3. Select or enter the Filters to search for users if needed.
4. Select the user from the Select Users list displayed.
5. Click Select User to view their assignments.

Steps to Import Student Records

The CSV containing Username, Complete (1 for Complete, 0 for Incomplete), and Start Date must be created in advance of these steps. Score, Time, End Date, Complete Date, Instructor, and Registration Field values are optional. See additional instructions on the Import Student Records popup window.

1. From Admin Navigation, click Admin Tools.
2. Click Import Student Records.
3. Click Download CSV Template for an Excel spreadsheet to fill out with the required information.
4. Click Choose File to select the CSV file.
5. Click the Choose Content Option button for either Single Content or Multiple Content.
6. Select the content from the Choose Content list displayed.
7. Click Import.

Note: If Multiple Content is selected, add a column labeled Content Code and include the Content Code related to the specific piece of content.

Steps to Delete Student Records

This displays information about the user, such as User Information, User Groups, and Content Assignments and allows you to delete student records.

1. From Admin Navigation, click Admin Tools.
2. Click Delete Student Records.
3. Select or enter the Filters to search for a user if needed.
4. Double-click a student or select the student from the Select Users list displayed and click Select User.
5. Double-click a record to delete it.
6. Click Yes.

Steps to Bulk Delete Users

The CSV containing one Username per line must be created if deleting specific users. Otherwise, you can delete users by last login date.

1. From Admin Navigation, click Admin Tools.
2. Click Bulk Delete Users.
3. Click Choose File to select the CSV file if deleting specific users.
4. Select the Last Login Date from the LMS calendar if deleting records since that date.
5. Click the Also delete users who have not logged in and were registered before the date check box to delete additional users.
6. Click Submit.

Steps to Restore Deleted User

1. From Admin Navigation, click Admin Tools.
2. Click Restore Deleted User.
3. Select or enter the Filters to search for a user if needed.
4. Select the user from the Select User list displayed.
5. Click Restore User.
6. Click OK.

Best Practices

Create required CSV files in advance of the step you want to perform.