My Profile - Admin Guide

My Profile Screen

The My Profile section displays personal, current and historical information about the user. it can be accessed two ways:

Simple View - Click on the My Profile Tab

Advanced View - Hover over the Student dropdown menu and select My Profile

Explanation of Fields

USER DETAILS

Employment Type:* Establishes the employment classification of the selected record. This drop down list contains elements defined during the implementation of your MeduRx system.
Salutation: Salutation associated with the selected record.
First Name:* First name associated with the selected record.
Middle Name: Middle name associated with the selected record.
Last Name:* Last name associated with the selected record.
eMail:* Email address associated with the selected record. This field is used to send reminders to the user and confirm MeduRx activities.
Address: Address associated with the selected record.
City: City associated with the selected record.
State: State associated with the selected record.
Country: Country associated with the selected record.
Active: Check indicates active unchecked indicates the user is no longer active in the system.

The administrator may also choose to change the password of the account using the “Change Password” feature.

Advance View: Specifies whether or not the user associated with the selected record will see the “Advanced View” which is more data intensive or the “Simple View” which limits the complexity of the user interface.
Division:* Division associated with the selected record. May be modified by clicking the icon located next to the textbox. When editing this field a data tree will be displayed to assist with making the correct selection.
Position: Position associated with the selected record. May be modified by clicking the icon located next to the textbox. When editing this field a data tree will be displayed to assist with making the correct selection.
Home Phone: Home phone associated with the selected record.
Work Phone: Work phone associated with the selected record.
Hire Date:* Hire date associated with the selected record. This field is used to establish anniversary dates for certain assignments and annual mandatory learning activities.
Termination Date: Termination associated with the selected record. Active records should not contain a termination date.
Vendor User ID: Employee identification associated with the selected record
Cert. Division: Division associated with certification for the selected record. May be modified by clicking the icon located next to the textbox. When editing this field a data tree will be displayed to assist with making the correct selection.
Language:* Specifies the language that will be used to display the MeduRx system for the selected user.
User Name:* Specifies the User Name that will be used to login to the MeduRx system by the user associated with the selected record.

TAB ~~DESCRIPTIONS====~~DESCRIPTIONS

All Display all Profile details
Details Display only User details
Groups Display only the groups that this User belongs to
Certifications Display only the certifications belonging to this User
Enrollments Display all enrollments of this User
Assignments Display only the assignments of this user
Skills Display only the User’s skill set(s)
Evaluations Display only evaluation information
Competency Analysis Display the competency analysis gr9id for this User
Succession Display only the succession planning data for this User

GROUPS

Step Action Explanation

1 To edit the group information, select the required record and click on the

icon A pop-up Window appears with the fields that may be edited

2 Click on the

button to save the changes

3 To delete a group that the user belongs to, click on the

icon, on the left hand side of the record The user will be deleted from this group 4 To add this user to a NEW group, click on the

Button A new pop-up window appears

Step Action Explanation

1 Then click on the Group drop down menu to select a group

2 Next, click on the

Icon to the right of the DIVISION field to display the Organization structure

3 Click on the + sign and expand the nodes, moving down the tree, until you find the level that you are searching for

4 Check the box if this is Recursive

If the user checks this recursive box, the user will be considered to belong to the added group for all the divisions under the selected division.

5 Check the box is this is active

If the user checks this active box , the user will be considered an active user for this added group. Non-active users (such as terminated employees) cannot log onto the system, but their information is still kept on file for reporting purposes.

6 Select an action from the top right corner options

Save – save and return to the previous screen

Save and New – save and the system will prompt for the entry of another group

Cancel – return to the previous screen and discards all entries to this screen

CERTIFICATIONS

~~CERTIFICATIONS===~~

Certification details

Step Action Explanation

1 Certification Name Name of the Certification, which is ‘assigned’ to this user, and is made up of learning objects.

2 Learning Object name The Learning Object that is linked to this certificate.
3 Expires Whether this certificate can expire.
4 Expires On Date on which this certificate expires.
5 Complete Indicates whether this learning object is complete.

ENROLLMENTS

The enrollment screen only has a VIEW option.

No modifying or deleting is possible on the enrollment information through this screen.

The EDIT button at the top of the screen will take you back to EDIT just the USER profile details.

To show more sessions click on the link at the bottom of the display.

ASSIGNMENTS*

ASSIGNMENTS

Step Action Explanation

1 Assignment Name
2 Learning Object name Learning Object assigned to this certificate.
3 Status Learning Object status type
4 Date Complete If this learning object is complete, then this field displays the date it was completed.
5 Due date Due date if this is an assignment
6 Complete Whether complete or incomplete.

SKILLS

Step Action Explanation

1 To edit the Skills information, select the required record and click on the

icon A pop-up Window appears with the fields that may be edited

2 Click on the

button to save the changes

3 To delete a skill that the is attached to a user, click on the

icon, on the left hand side of the record The skill will be deleted from this user

4 To add a new skill for this user, click on the

button A new pop-up window appears

Step Action Explanation

5 Then click on the Skill drop down menu to select a Skill

6 Next, select a skill level by clicking on the drop down menu

7 Then enter any comments in the dialogue box

8 Select an action from the top right corner options

Save – save and return to the previous screen

Save and New – save and the system will prompt for the entry of another skill

Cancel – return to the previous screen and discards all entries to this screen

EVALUATIONS

Step Action Explanation 1 Date Date on which the evaluation is assigned.

2 User Name of the user for whom this evaluation is assigned to 3 Type In 360 degree evaluations there are 4 types of evaluations : 1. Self 2. Manager 3. Subordinate 4. Peer 4 Evaluation This is the link to the evaluation question for this instance of the user evaluation type

COMPETENCY ANALYSIS

When the Competency Analysis module is enabled for the MeduRx system, users will have this option to display GAP and competency analysis information.

Step Action Explanation 1 Name: * Name of the user whose gap and competency is determined.

2 Job Position Job Position of the user. 3 Competency rating Competency rating as per the skill and 360 degree evaluations. 4 Skill The Skill associated with the job position and actual skills of the individual. 5 Evaluation Group rating All the 360 degree evaluations as per self, manager, peer and subordinate.

SUCCESSION

When the Succession Planning module is enabled for the MeduRx system, this option will be available for finding the successor of each user.

Step Action Explanation 1 Name: * Name of the user whose gap and competency is determined.

2 Job Position Job Position of the user. 3 Users Users who can be successor of this job position.