Collecting Profile Information in Axis LMS
Last Updated: Fri, Mar 24, 2017 at 4:59 PM
Having completed user profile fields gives an Axis LMS administrator a lot of flexibility in the system - from Triggers to Reports, an admin can never have too much information to leverage, and pivot off of. Just how that information is collected will probably vary from business to business; but what’s important is to know the different options the admin has at their disposal.
There are two ‘types’ of ways a user’s profile can be filled out - either by the Admin (or Manager), or by the user themselves. From an administrative standpoint, having the user fill out their information is a lot more convenient; but if the administrator already has that information, they can enter it themselves.
User Entered Data
User-Entered data is most commonly used by businesses who are selling their content, and don’t have any established records on their user-base.
From the Learning Portal Settings, expand the "User Profile Settings” section. Here, you can select which Profile fields to show and when / if they’re required. It's important to note that if you desire a certain profile field to be required, it also should be displayed in the user's profile as well.
Course Enrollment Collection
Unlike the On-First-Login method, this method does not hound users to fill out the information. If they gain access to the course via some other method, the Enrollment Page will not be able to collect those additional details.
To dictate which profile fields the Course Enrollment page should collect, select the Custom Form from the Form dropdown, then click the Configure button.
The final method of User-driven data collection comes from the shopping cart. Unlike both the previous method, data collection via the shopping cart is done automatically, and the data that is collected cannot be expanded upon. When a user is filling out their billing information for a purchase, Axis LMS will store the following information in the user’s profile:
For companies that already have their users’ information, it may be redundant to ask the user for that same information again; and instead, may use one of the following methods.
Both these methods are technically admin actions, but unlike every other method listed here, these strategies update profile fields with little to no discretion. They’re important tools, and they have their uses; but should never be the first solution an admin deploys.
The best use case for this tool is if a typo has been made during an import (such as "atixware” instead of "Atrixware”). Do a search for "Company: atixware”, then update every pulled up user’s company to the correct spelling.
The features discussed in this article may or may not be available on your LMS system.
There are no comments for this article. Be the first to post a comment.
Axis LMS Course Certificate
Viewed 270 times since Fri, Sep 23, 2016
Grading Offline Assignments in Axis LMS
Viewed 1563 times since Wed, Apr 3, 2013
FAQ - Axis LMS Keycodes
Viewed 960 times since Mon, Oct 13, 2014
Axis LMS User Roles
Viewed 328 times since Thu, Oct 13, 2016
Automating your LMS
Viewed 863 times since Fri, Nov 13, 2015
SMS Alerts to LMS Report Admins
Viewed 267 times since Tue, Feb 7, 2017
SCORM in Axis LMS
Viewed 274 times since Wed, Jan 4, 2017
Course Cheatsheet - Scheduled Course Reset in Axis LMS
Viewed 1916 times since Sun, Mar 31, 2013
Axis LMS - Using Notebooks
Viewed 1046 times since Wed, Apr 24, 2013
Axis LMS Course Pages
Viewed 310 times since Wed, Sep 21, 2016