History and Background of the New Page
The old Manage Users page was one of the most visited pages in the application, but was optimized for programs that had a few hundred Trainees. It gave a good view at the user level but did not directly allow you to take action on a single user or a group of users. This required Trainers to click from course to course, in order to perform their daily management tasks. We realized there was an opportunity to make this more efficient to enable Trainers to do more important training activities.. After observing this behavior, the Mindflash team realized the need for a more user-centric approach to completing management tasks instead of having to take action via a course or a series. Trainers also needed to be able to act on larger groups of Trainees across courses and series. It’s with this knowledge and history that Mindflash set out to build a new Manage Users page
Beta User Testing Program
Before rolling out this new page to our entire customer base, we did extensive testing including a two month Beta program. We had 50 Beta companies, many of which came from our larger customers, some of which are Fortune 500 companies. We let them have full access to the new page and got their feedback on all the changes we made. We are proud to say that more than 85% of our beta users were “Satisfied” or “Very Satisfied” with the changes we made and are looking forward to the future enhancements.
The New Manage Users Functionality
The new Manage Users page allows you to select a Trainee to see and act on all of their information. The new pull-out, tab design allows you to see their information, group membership, course, and series history, as well as any higher level permissions they might have.
From this pull-out, Trainers can make edits and complete management taskson any tab. The Course and Series tabs are the most popular tabs as each shows a complete record of which training the Trainee has been enrolled in, along with useful information like Invited and Completed dates. From these tabs the Trainer has the ability to Remind, Reset, Set Deadlines, or Drop the Trainee from one or more courses or series. Trainers no longer need to jump around their portal to reset one Trainee in several courses; they can do it all from the same page. Trainers are also able to download certificates and view how long it took Trainees to complete each course. These tabs provide a substantial time savings for Trainers who are tasked with daily management activities. They allow greater insight into training, with the ability to act on that information from a centralized location.
Another new feature of the Manage Users page is a new and improved Advanced Filter, combined with the ability to take management actions on groups of people. The original search allowed you to search on Trainees, Courses/Series, and Groups. This functionality was good, but there were some gaps that made it hard to find the exact group of people you needed to work with. The Advanced Filters allow you search on the same categories as before but adds Custom Fields, User Roles, UserStates, and Course/Series statuses. These filters make it easy to find everyone who is in the “Gold” level group, who has “Supervisor” listed as their job title, and who has successfully passed the “Human Resources 101” series of training. Filtering to the correct group of Trainees is helpful for many reasons, primarily because you then have the power to take action on that group of people without having to go person by person to edit information or reset a course.
The ability to take action on multiple people at one time is a new and very exciting feature the new Manage Users page provides. From the main grid, Trainers are provided with the ability to select multiple users and click the “Manage” button. This button opens a view where edits can be made to the group membership, custom fields, courses and/or series of the selected Trainees. A few examples of how this can be helpful:
Each of these examples would have taken dozens of clicks in the past, jumping from Trainee to Trainee or course to course to take action. However, with the new Manage Users page, these types of tasks are easy and efficient.
The new Manage Users page is the first step in streamlining the Mindflash product, making all of our pages more efficient and helpful. We are very excited about and proud of the changes we have made thus far, and look forward to continuing to improve the Trainer experience, maintaining our promise of creating the easiest online training solution.
We look forward to your feedback from the “Feedback” area of the Manage Users page.