2.How To Change User Profiles - WestBayResidential/wblms GitHub Wiki

The User Profile

The page that you use to add a new user to the LMS is divided into six headings:

  • General
  • User picture
  • Additional names
  • Interests
  • Optional
  • Other fields

Only the first, or General field is expanded by default when you first come to that page. By clicking on the triangles beside the heading, you can expand the contents of that section.

Entering User Profile Information

The very bottom of the entry page, in the section titled Other Fields, are five fields of optional data, which we'll refer to as "user profile data", and that can be entered regarding the new user:

  • Hiring date
  • Starting date
  • Multiple residence assignments
  • Employee number
  • Group home assignments

The fields for Hiring date, Starting date, and Employee number are self-explanatory.

The Multiple residence assignments item is a checkbox. You should check this box (by clicking on it) if the new user/employee is assigned at more than one residence location for their working hours. However, if the new user/employee is assigned to only one residence, then leave this box unchecked.

The last field in this section is labelled Group home assignments, and is a drop-down list of West Bay's residences. Open the list and highlight the name of the residence where this user/employee will be assigned.

Editing the List of Residences

You can edit the drop-down list of residences that are shown on this page. If you need to define multiple residence combinations to use for employees that are assigned to multiple residences, or if you need to modify the current list by adding or deleting single residence names, use the following procedure.

  1. Log in as the Training Administrator (or as a user with editing privileges)
  2. Turn Edit Mode on
  3. From the Administration menu box, select Site Administration > Users > Accounts > User profile fields
  4. Click the settings icon (the gear) beside the Group Home Assignments category
  5. At the bottom of the page that comes into view is a section titled Specific Settings, showing a box that is labelled menu options (one per line). Click on the inside of that box to enable editing its contents: you can add new items to that list, including lines that describe multiple residence combinations, as well as delete or modify existing items in the list.
  6. When you're finished, click the Save changes button at the bottom of the page
  7. Turn off editing mode

Now the next time that you go to enter a new user, you'll find your modified list of residences in the drop-down list by the Group home assignments field.