Recent updates
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Lock Down User Role
Updated onArticleIn Leo there are three primary Roles:
- Faculty
- Staff
- Student
In most instances, the majority of these Users are created via automated feeds from your institution's HR system. Sometimes people are flagged with a different Role by HR than you want them to have in Leo. This function allows you specify the primary Role of a person, regardless of what the HR data feed says.
Admin Toolbar People Roles
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Role Management
Updated onArticleRoles are a way to quickly set up and manage Users for particular responsibilities within Leo. Roles allow you to develop complex lists of Groups to which certain Users must belong to that Group in order for them to have access to all the options their Role in Leo requires.
The Role option allows you to create this list of Groups so that the entire list can be assigned to a User by simply adding them to the Role.
Admin Toolbar People Roles
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Group Types
Updated onArticleGroup Types are used to identify Groups and what Roles they play in Leo.
Admin Toolbar People Groups
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Group Management
Updated onArticleThis option lets you search for a Group by name or description, or allows you to find Groups by running a number of different reports and you can also add a new Group
There is also a option for rebuilding the Core Groups, which are the Faculty, Staff, and Student Groups.
Admin Toolbar People Groups
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Course Reports: QA Tech Support
Updated onArticleFor an explanation of the icons used in Reports, please refer to Report Icons.
Admin Toolbar Course Management Course Reports
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Quality Assurance (QA)
Updated onArticleThis feature introduces Quality Assurance (QA) of uploaded content when activated in the Account Manager settings. (See Content: QA Settings article)
When enabled, any content uploaded by Faculty is placed in a queue report for Course Directors/Administrators for approval.
This includes options for:
- Parking content that has technical issues and flagging them for further review by A/V Techs.
- Grandfathering content that was uploaded before the Account Manager setting was enabled (Legacy).
- Hides unapproved content from Students until fixed/approved.
Admin Toolbar Course Management Course Reports
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Event Types: Merging Event Types
Updated onArticleThis report shows all active Event Types along with a count of how many times that Event Type has been used anywhere in the curriculum and this feature will allow you to merge two Event Types that are essentially duplicates of each other.
Admin Toolbar Course Management Course Settings
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Course Types: Enable & Verify for PET
Updated onArticleThe Patient Encounter Tracking (PET) module is used to collect Diagnoses, Procedures, and Duty Hours for Students who are interacting with patients, typically during Clinical Rotations. This data is collected by Course, and can be viewed at the Course level, as well as longitudinally (i.e. across Courses) for a specific Student.
Below you will find a step-by-step guide on how to set up PET correctly to allow Students, Faculty and Staff to utilize this module in Leo.
Admin Toolbar Course Management Course Settings
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Course Settings: Cross Reference (Xref)
Updated onArticleThis screen lets you define a link from your Leo Course to an external version of the Course, a Cross Reference (Xref). Often, these cross reference records will be created by your customized Roster Import Routine, but you can use this tool to create a cross reference record manually.
Admin Toolbar Course Management Course Settings
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Events: Long Event Statuses
Updated onArticleThis report shows the Long Event Status Types in Leo.
Long Event Status Types may be edited or deleted by clicking links in the report.
Admin Toolbar Course Management Course Settings