Kipu Academy: For Manager Users

Academy managers can add users to groups, enroll them in courses, and report on their results. 

Kipu will work with your organization to identify users who will be assigned as managers and set up their accounts with the necessary permissions to perform these steps. If you need to be a manager and are not in implementation, please email [e-mail] for assistance. 

Manager vs Learner Dashboard

Managers will have access to two dashboards: a Learner view where they can complete their assigned coursework, and a Manager Dashboard, which allows them to complete the actions described in this article. Click on your initials to switch between views, or click here to access the manager dashboard directly. 

Add Users

Managers can add learners and other managers to their portal.

1. From the Manager Dashboard, click on Users on the left, then on the Actions button.
2. Then choose an option from the menu.
   

3. You can create users or invite them, depending on the workflow you prefer. Invite allows you to paste in multiple emails at the same time.

   Create User	Invite User
   The manager creates a user and adds them to the portal. The manager can enroll the user in courses, modify their profile, specify which group they belong to (if relevant), or perform other tasks. The manager can set a temporary password that the user must enter to access their new account. They can also require that the user change this password once they log in. The system does not send this password to the user. You will be responsible for communicating it to the user through your own channels.	The manager sends an invitation with a link by email, which must be accepted by the user. In the time between the invite being sent and being accepted by the user, the user will appear in Pending Users and can't be enrolled or otherwise managed until they accept. The user will set their own initial password. Once the user accepts the invite, the account will be created, and the user can be enrolled in courses, have their profile modified, etc.

4. To edit an existing user's role, click on their name.
5. From their summary, you can set the user's password, edit their name and email, opt them out of emails, enable/disable their login, enroll them in courses (using the Actions button or the Enrollments tab), and add them to groups (if your facility has more than one group).
   

6. The Enrollments tab will show any courses/paths/etc. that the user has been enrolled in.

   

   • Selecting the name of the enrollment item shows the contents and the user's progress.
7. The Groups tab will show all groups to which the user has been added.

Enrollments

Once you have added users, you can assign courses. 

1. To begin, select Enrollments from the Manager Dashboard panel. You will also be taken to this view if you click Actions > Enroll User from a user's profile or from their Enrollments tab.

2. You can select one or more courses, paths, or journeys in the left column, then select the users to enroll in those selections. Click Enroll to complete the enrollment.

   

   • The Re-enroll completed users toggle, if enabled, will include users who have already completed the chosen course/path.

3. To enroll all learners into a course/path, click Switch to Groups above the Select Users section, then select the group. Be sure to click Enroll.

   

   • When you add groups, you can enroll users who have previously completed the chosen courses/paths and set a due date for course completion for all users using the toggles.

Reporting

Report on user progress and course completions.

1. To create a report, click on the Reports tab, then on the Create report button.

   

2. Click on the arrow next to the desired report type.
3. There are two different report types: Advanced and Basic.
   Click on the headers to expand the sections.

   • For advanced reports, select the desired filters. If needed, you can also customize the layout and choose which data points will appear in the report. Be sure to click Create Report once you have made your selection.

     Then click Save report to save the report (you will be prompted to name it before proceeding) or click Export to export it as a .csv file.

     Once you save the report, you can schedule it to run at recurring intervals by clicking Schedule. Then, in the Schedule report window, choose the desired recipients, add their email, and schedule the send time. Be sure to click Schedule.

   • Basic reports will differ in filter options, depending on the selection, but all will run the report directly below the filters when you select Run reports. 

     

     Once you run the report, you will see the results, and have options to export to CSV or PDF or run the report again. 

     

     Some basic reports will allow you to schedule them as well.

     Choose the desired intervals and recipients and be sure to click Save.

4. Saved reports will appear in Advanced reports and Basic reports tabs depending on their type.