Managing Labels

Labels are keywords you can attach to user profiles on the platform.

They’ve been designed to help you better monitor your members without weighing down the platform.

Check out everything you can do with labels in this article:

1 - Add or modify labels

2 - Search by label

3 - Using labels

4 - Add a label or create a group? 🤔

 

1 – Add or modify labels

A – For Active Platform Members

Platform Administrators or the Owner can add one or more labels to a user by selecting them from the Settings and Members > Members menu. Select an existing label and click on the “+” button. You can modify the label attached to a user at any time.

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To create a new label, simply click on the “+” button under the Labels option. Then, to create a new label, click on the “+” button in the lower left-hand menu of the pop-up window:

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B - Assign a label to multiple members simultaneously

You can add or modify labels in bulk via the CSV table that allows you to setup multiple accounts.

Navigate to Settings and Members > Add Members > Set up multiple accounts and add your completed table with the label information (download a table model via the download icon on the right of “consult the instructions”).  

To add multiple labels at the same time, separate them with (keyword shortcut: Alt Gr + 6 for Windows, Alt + shift + L for Mac). 

Please Note: when adding a table, you must check the second option “initialize files that haven’t been defined” (see below):

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Otherwise, you may lose all existing information.  

 

2 – Search by label

To filter by label, click on the cursor icon mceclip0.png in the participant selection menu. The icon will appear in blue when activated:

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Here, we’ve selected learners with the label “New Managers 2017”

 

3 – Using labels

What features are impacted?

  • In the Dashboard:
    Analyze program data and sort individual results by label.
    This helps you monitor data at a more granular level without needing to create groups.
  • When assigning programs:
    You can assign a program to a list of learners after searching by label.
  • When assigning managers:
    You can filter learners by label and therefore select an entire list of learners at once.
  • When creating groups:
    You can sort platform members by label and add people with a given level to a group.
  • When deleting members:
    You can sort members by label and delete that particular member list.  

 

4 – Add a label or create a group? 🤔

That is the question!

Groups and labels both allow you to bring learners together.

However, they have slightly different purposes: groups aim at fostering learning communities whereas labels will help you manage learner statistics.

Here's an example:

  • A company operates in 20 areas, with 6 Business Units and sells 3 ranges of products
  • If you were to create groupes, you would need... 587 groupes to cover all entities and collect data analytics. As is creating hundreds of groups wasn't enough, note that all of this groups don't necessarily need to communicated with one another. Rather, they need to do so via Aras/Business Units/Range of Products wise.
  • However, you could add 3 labels (Areas + Business Units + Ranges of products) and 29 label values (20 + 6 + 3) to collect data analytics.

Here’s a list of points to consider to help you make the best choice when deciding to create a group for a given community or add a label to members.

  • The Catalogue: as you know, you can make courses and programs available by group in open access in the Catalogue. It’s not possible to do this by label.
  • The Community: adding a label to a list of members doesn’t create a dedicated space on the platform where members can interact. If you want to create a community of learners, you should create a group that allows members access to a dedicated forum and the possibility to have a clear forum administrator.
  • Managing new members: if a program runs over a long period of time and you initially added members by sorting by label, new platform members won’t be automatically assigned to the program. You’ll need to remember to add new members to the program.
  • Comment visibility: When running a training program, comments left by learners will appear in group forums. If you want the forum to appear in private, you’ll need to create a private group and not a label.

Examples:

  • By Class: if you have a training program for each class, you should create a dedicated group with all members who followed the program and create a label for each class to easily assign your programs.
  • Business Expertise: if you have a community of business professionals with different areas of expertise, training is often mandatory for some and optional for others. In this case, you can add a label per area of expertise to efficiently assign the training program and comments will nonetheless be visible in the forum of the professional community and encourage others to consult the training program. 
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