Organization Manager: Organization Unit - Customize Org. Unit Views

Customize Learner Views

The Org. Unit Views tab allows you to view and customize the learning of all the Learners who belong to the selected Org Unit.   

Any customizations to an Org Unit's learning will override the learning its parent Org Unit sees. Also, if an single Learner's view has been customized, that Learner will see his/her customized view. You can easily customize an Org Unit's view by selecting an Org Unit from the Organization manager and then selecting the Org. Unit Views tab. From here, you will see the Required Learning and, if applicable, the Optional Learning nodes.

There are two ways to customize an Org Unit's:

Processes that already have hidden Tasks appear with a group icon  in the Required/Optional Learning trees.

Hidden Tasks appear faded in the context view:  

To customize an Org Unit's View one Task at a time:

  1. Select a Process from Required Learning or Optional Learning. The Tasks for this Process appear in the lower-half of the context view.

  1. Right click on a Task and select Hide or Show. Alternatively, you can double click on the Task to toggle between Show and Hide. You can also, select a Task and click Hide/Show under the Home tab in the ribbon. Note that hidden Tasks appear faded.

If you have hidden a Task, it now appears faded in the context view. Employees will not see this Task in their My Job.

The Process the Task belongs to now appears with a group icon (This icon only appears under the Org. Unit Views tab.):

To customize an Org Unit's View with the Edit Task Visibility dialog:

  1. Right click on a the Required Learning node (to bring up all assigned learning) or on a Process (to bring up this learning only), and select Edit Task Visibility. A dialog appears with all the Tasks for the selected learning.

  1. Uncheck Tasks you do not want the Learner to see. The Learner can see all the checked Tasks.

  1. Click OK.

If you have hidden Tasks, they now appear faded in the context view. The Learners assigned to the selected Org Unit will not see these Tasks in his/her My Job.

The Process the Tasks belongs to now appears with a group icon (This icon only appears under the Org. Unit Views tab.):