Company Listing Overview
The default LMS setup has Business Name, and full business address included in the Learner profile. This Business Name is a free-form text field.
What if you'd like to have a more structured Business Name for your use case? There are 2 choices:
- Add a custom profile field and then add values to that dropdown, which learners can then choose from when they register. This is a light-weight option that suits a lot of LMS setups.
- Contact Knowledge Anywhere Technical Support (support@knowledgeanywhere.com) to turn on the "Enable Companies List" feature flag (Technical Support will work with you in migrating any existing Companies/Business already in your system)
This article showcases option 2, which allows more flexibility for both administrator and learners, as well as more overhead for the administrator.
The workflow typically goes like this:
1. Administrator starts by seeding the known companies in the Companies/Organizations page. In this same page, they can also remove duplicates or merge with existing companies.
Company is available on the Learner Profile. As a learner, I want to change the company I am associated with so that my account is updated with my current company. Alternatively, I can click "Add New" if I do not find my company in the dropdown list.
2. Once a learner adds a new company, the company will appear on
Administrative side's Companies/Organizations Pending Review page.
This is where the administrator can verify the accuracy of the company details that the learner had entered, and optionally remove duplicates or merge with existing (which then puts the Company entry into the Companies/Organizations page illustrated in step 1.
4. As an administrator, I can update or add a company to a learner's profile in 1 of 2 ways:
a. pick from the dropdown list (which shows companies set up in step 1)
b. add a new one (instead of going to Companies/Organizations Pending Review page, the added company will go straight to Companies/Organizations page because it was added by an administrator rather than by the learner)
5. Using the Company/Organization fields in reporting.
As an administrator, I want a learner’s company details to be included with the course or user report, so that I can view the company associated with the learner. So I simply select the company-related fields into my report results.
