Manager Role & Student Groups

Manager Role

The Manager Role (“MGR”) provides a basic overview of students’ training status and can be set up to view information for specific groups of students (Student Groups).

The Manager role can be assigned in combination with any other role, however since all the functionality in MGR is basically just some of the functions of REGISTRAR role, having both a Registrar and Manager role is unnecessary duplication.

There is an option to also allow the MGR to assign modules and curriculum.

Relating Student Groups & Managers

When you assign someone the MGR role, they can access the training records of ALL students in your system. However, once you assign that Manager to specific Student Group(s), they will only be able to access the Students within those same Student Group(s). Student Groups are typically organized by job type or location (e.g., Pilots, Admin, AMEs, YYZ Check-in Staff).

Put Students into Student Group(s)

1. As a REGISTRAR Role, go to the Users Tab
2. In the Students list page, click STUDENT GROUPS button
3. In the Student Groups page, set up your Student Group names by clicking the New Student Group button
4. Enter the Student Group name.
5. Once done, click Save. You'll now see your new Student Group in the list
6. Add students in the student group by going to the Users Tab
7. In the Students list page, find the student and click the edit icon under their assigned student group column to open their Student Group Action Menu
8. Select the Student Groups you'd like this student to be included in.
9. Once done, click Save.

Assign Student Group(s) to a Manager Role

1. As a Registrar Role, go to the Users Tab.
2. Go to the Staff page.
3. Find the Manager and click on the edit icon under the column Student Groups Managed to add or edit the groups they manage. They have to be a Manager to be able to do this.
4. Select the Student Groups you'd like to assign to this Manager.
5. Then click the save button.

Sending Certificates & Due Date Notifications to Managers

If you want Student's Manager to receive their module or Curriculum Certificate, go to the Certificate Email Destinations

• For Modules: Registrar Role / Content Tab / Certificates / Find the Module and click edit icon under the Destinations Column
• For Curriculum: Registrar Role / Content Tab / Curriculums / Select the Curriculum and click its "Settings" tab / toggle ON "Email Certificate to Manager"

Assigning Training

The REGISTRAR can enable the Manager role to assign training to students. When this is enabled, all managers will be able to assign modules or curriculum.

To do this, the Manager :

1. Clicks the STUDENT Tab
2. Select "Assign Modules" or "Assign Curriculum" from the student's Actions menu
3. If student groups are set up, the Manager can assign modules to the entire student group: under the STUDENTS icon, clicks the 'Student Groups' link, then uses the Actions menu for that student group.