Leo User Guide

View As User

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The View As User function allows Administrators and Super Users to log in as another User without having to input a Username and password at the main login screen.

The View As User function is designed for testing and troubleshooting purposes only, so please use this feature sparingly.

In order to ensure this tool is not overused/abused, the following measures are always in effect:

• You must have a security level greater than or equal to the person whose identity you need to assume.
• You must enter a reason/explanation each time you attempt to use the View As User function. The system logs this activity for historical purposes.

Codes

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This menu selection will let you administer some of the core codes used to control the system.

Preferred Web Browsers

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To gain the most out of using Leo we recommend that you utilize one of the preferred Web Browsers listed below. Although Leo aims to be functional with every device and browser, the combination you are using may not have the capability to fully support the tools in use by Leo.

Online Leo Learning Modules

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The DaVinci Team is constantly updating our educational material to make learning and using Leo a great experience. One way that we are accomplishing this task is by providing you with asynchronous learning opportunities. We have built these modules for both student and faculty orientations as well as more advanced Leo Onboarding modules that can be utilized to train new team members who may be in higher-level roles like Super User, Data Entry, or Staff Admin.

Below you'll find some options for how you can utilize these asynchronous learning modules as well as the SCORM files and/or embed codes for these mini Leo Courses.

Evaluation Skip Logic

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When you need to add logic to an evaluation form to control which questions are answered based on an evaluators initial response to a different question, you can use skip logic.

Leo allows you to create skip logic to branch from one question to a different question further down your form (1), or to skip from one page to a different page in your form (2).

Email Triggers

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Path: Admin Toolbar > Assessment > Evaluations > Email Triggers

Import Themes

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You can bulk import themes to utilize for mapping your curriculum (courses and events) as well as questions on evaluations. We have provided a number of commonly used themes as .csv files that can easily be imported into Leo. Use the guide below to walk through the process of importing themes into Leo. Or you can import your own themes for use in Leo.

Migrating to ‘Course Objectives’ in Leo

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Leo’s robust curriculum mapping capabilities are even more flexible now that you can include Course Objectives at the section level of a course. This option is enabled for each individual Academic Year in Leo. So not only are Course Objectives attached to the actual course in which they are mapped, but they are also distinct for each iteration of the course. Need to make changes to the course objectives this year? No problem, those changes won’t affect any previous iteration of the course!

User Management Screen

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This article will show you how to manually add, edit, and remove User Accounts in Leo.

Overview of the Account Manager: System Management

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Leo is designed to fit the needs of each institution by allowing customization via the Account Manager.

• The Account Manager is where you turn on/off the different functions and features in Leo and is open to System Administrators and Super Users only.
• The Account Manager is the institution's control panel.
• While some items cannot be altered, there are many that give you the opportunity to "customize".