Customization User

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Customization User

What can you do on this screen?

Only designated users with a Customization privilege have access to the Customizations screens, where they can customize your LEAD experience. This includes the following:

Under Reports - select Table-View to generate the Locations/Lists Listing spreadsheet that details all initiative locations and list items for easy review.

Under Customization > Lists:

oResource Sub-Categories - to manage the resource sub-categories.

oProficiency Levels - to manage the proficiency levels that display in the task analysis and for the objectives, for each of the three learning domains (cognitive, affective, and psychomotor).

oTask Analysis Content - to manage the task analysis content that shows on the Training Task Analysis sub-tab for the tasks in the task analysis for any initiative.

oSchedule Event Types - to manage the events that can be chosen for a schedule in the Training Management Document on the Design tab of any initiative, specifically the following types:

Class Types - for theoretical and cognitive events, like lectures or discussions.

Laboratory Types - for skill and psychomotor events, like shop or field work.

Assessment Types - for all assessment or test events that are graded (non-graded assessments like quizzes can be created under Class or Laboratory event types).

Other Types - for all other events that you need to account for in your schedule, like administrative time or lunch.

oComments - manage the options that display on the Comments screen, specifically the:

Status drop-down for a comment.

Priority drop-down for a comment.

oBefore Text - to manage the options that display before a resource on the Develop tab of any initiative.

oIntervention Types - to manage the options that display on the Type drop-down on the Library > Interventions screen.

oStatus of Training - to manage the options that display on the Status of Training drop-down on the main sub-tab for the tasks, subtasks, and steps in the task analysis for any initiative.

oType of Training - to manage what shows on the screen that opens when you select the Type of Training link on the main sub-tab for the tasks, subtasks, and steps in the task analysis for any initiative.

oTest Item Delivery - to manage what shows on the Test Item Delivery drop-down on the test item editing screen on the Initiatives > Develop tab.

Under Customization > Business Rules - to manage the business rules that apply when you change the Status of an item.

Under Customization > Default Text - to manage the default text that displays in some initiative documents, as well as standard system email messages.

To return to your Standard user, select [Your User Name] > Standard.