METADATA LIBRARY

User additional fields allow you to collect information about your users, besides the standard data needed for user creation (First Name, Last Name, Username, Password, Domain). Additional fields can be either filled by the administrator or by the users themselves. This article explains how to create and manage additional fields for users.

Use Case Scenarios

If your company wants to provide a dynamic and custom experience for its various types of users, as an Admin you need to identify specific user segments in the platform to target an audience for various Admin actions such as course enrollment, course catalog visibility, page/menu visibility, reporting, etc.

In order to identify specific user segments, you can configure several User additional fields that capture important user attributes under the People ->Metadata Library. These fields may include information such as Department, Employment Type, User Type, Job Role, and Job Title.

With these attributes tracked for each user, you can set up groups with an automatic assignment to automate the process of identifying a user segment. You can set up broad-reaching groups that contain only one rule (for example: The “Sales” group should contain anyone whose job title contains the word “Sales ”), and also narrow groups with multiple rules (for example: The “ExpertusONE Sales Team India ” group should contain all users whose Location is India, Job Title is Sales, By creating multiple groups, you as an admin can easily target various user segments for use in the platform.

In order to create additional fields for users, log in to ExpertusONE as the admin, and access the Metadata Library from the Toggle Menu or Other Links. For navigation refer

In the Metadata Library, the admin will be able to create, delete, and modify the additional fields that are required for creating a user account in LMS UI.

There are five additional fields under the People module:

  • Department
  • Employment Type
  • User Type
  • Job Role
  • Job Title

Admin can create their own Department, Employment type, User Type, Job Role, and Job Title under the People module in order to associate them while creating a user account in the LMS UI.

Every field will have an information(i) icon, hovering the mouse on which will display the following information.

  • Department – The administrator will be able to create different departments in an organization like Finance, Marketing, and HR. IT etc.
  • Employment Type – The administrator will be able to create different Employment types in an organization.
  • User Type – The administrator will be able to create different Job Roles in the system which can be used when creating Users.
  • Job Role – The administrator will be able to create Job Titles in the system which can be used when creating Users.
  • Job Title – The administrator will be able to create different User types in the system which can be used when creating users.
Add and Edit Department/Employment Type/User Type/Job Role/Job Title

The list of items under each People object will be loaded and displayed once any People object is expanded using the chevron down icon except the Job role and Job Title.

A push-down box appears when the administrator clicks on the “Add Department” button which will be displayed with the “Name field”, “Code”, “Description”, “Save” and “Close” buttons.

  • “Name Field”, “Code” and “Select Domain” will be mandatory fields, wherein the admin should type the Department name.
  • If the Coding Convention is enabled at the site level, the object code will be auto-generated and the admin can’t edit the object code.
  • If the Coding Convention is turned off, the admin can enter their own object code.
  • The “Description” field is not a mandatory field, if the admin wishes to provide a description for the added Department/Employment Type/User Type, can add up to 500 characters.
  • Admin has to select at least one domain in order to save the Department.
  • The “Save” button will be enabled only after all the mandatory fields are filled, clicking on the “Save”, the Department name will be added to the list.
  • Click the “Close” button to close the process of adding a Department.

The list of Department names displayed below will have the “Delete” button and an “Edit” icon for each line item.

When an admin tries to edit a Department, a push box will be opened wherein the admin will only be able to edit the “Name field” and “Description”.

While editing an existing Department details, only after clicking on the “Save” button the changes will be reflected in the list.

The admin will not be able to delete a Department/Employment Type/User Type/Job Role/Job Title if the Department is assigned to the user irrespective of the user status (Active or Suspended).

Similar procedures can be followed to Add Employment Type/User Type/Job Role/Job Title.