Applicable Product:

Peoplefluent Learning

Applicable Version:

All Versions

Keywords: 

organization properties reference

Summary:

General Properties 

The Logical Domain refers to a partition of data in the LMS. Logical domains are a way of partitioning activity for distinct communities in the LMS, such as training distributors or partner organizations.  

The two mandatory fields that you must complete before you can save an organization are Organization Code and Organization Name.

Organization Member Permissions 

You can configure some relevant permissions for users who are assigned to the organization. For example, select the Manager Name and Manager Email check boxes to allow members of the organization to edit their manager's name and email address in their profile page.

You can also specify the level of detail in learner transcripts to make available to reviewers, direct appraisers and instructors. You can define these transcript visibility settings in a parent organization and inherit them in any of its child organizations. Alternatively, you can specify the details available to reviewers, direct appraisers and instructors separately. This is useful for jurisdictions that have strict employment laws that restrict the amount of information about their staff a manager can access.

You may want to switch off organization member permissions to edit manager name, email and similar information, in case the role level permissions for learners give them access to the corresponding tab from their profile settings. By disallowing these edit permissions, learners can only view this information in their user profile and not edit it.

You can specify at each organization level how much information a manager (for example, a reviewer or direct appraiser) can access from a user's learning transcript.

eSignature 

You can specify the eSignature legal name format and enable or disable eSignature authorization for various actions in the LMS.

Enrollment and Payment 

Enrollment policies determine how learners are enrolled in courses and the related communications and notifications. Payment Plans specify how course enrollments are paid for.

Report Distribution 

The manager you specify here is used as part of processing for mass distribution reports (such as R503) to help simplify automated review and distribution processes.

Member Management and Notification Settings

Home Page Customization 

When the legacy user interface (UI) is enabled, you can customize the LMS home page for members of the organization by adding a background image, a footer link to an HTML page, or by applying a home page template. With the new UI enabled, this applies to the Widget page, which can be configured as the first page learners see when they log in. The home page used by the new UI is not configurable.

Optional Organization Attribute(s) 

Organization Attributes provide a way to classify the organization. They can be used to filter organization selectors elsewhere in the LMS. You must define organization attributes before you can enter their values for the organization here.

Meta Data 

This part of the Organization Maintenance page shows which LMS user created the organization and when.