Acuity One45 - How to Edit Learners' Information and Type Tags
Edit Personal Information of Learners
To edit an individual's personal information:
- Go to the individual's eDossier account.
- Click the Personal Info tab.
- Click on the information you want to change (i.e. their name, email address, pager number, home phone number, cell phone number, mailing address, etc.). The information appears in a text field and can be modified.
- Make changes as needed, and Save and cancel will appear. When you are finished making changes, click the Save button.
Update Custom Fields of Learners
Custom fields are additional categories of information added to Acuity One45 for the learners. Custom fields are added by Acuity One45 super administrators. Inquires about custom fields can be sent to acuityone45support@med.wisc.edu.
To edit a custom field:
- Open the individual's eDossier from your Rolodex.
- Click the Personal Info tab.
- Click the custom fields link over to the right hand side.
- Click on the custom field you wish to add or edit. Type your comment in the field info section and click save.
- The comments can now be viewed by the student when they are logged into their eDossier > Personal Info Link > and select the custom fields link.
These can be edited at any time. One final note about custom fields - the data collected here appears as a unique column on the excel export of your rolodex. The excel export can be performed by expanding the rolodex (of residents/students etc) and selecting the 'excel export' option.
Edit People Type Tag for Learners
The people type tagger tool will allow you to tag individuals with specific user defined people types. You can associate/tag your students, residents and faculty with unique specific identifiers.
(Images sourced from Acuity One45 and do not reflect UW-Madison students)
How to Tag Learners
To Tag Individuals:
- Click on Setup tab and then People Type Tagger tab on the left.
- The Bulk People Tagger window will be displayed. Select the rank of the individuals that you would like to tag in the grey task bar. The individuals listed here are identical to your rolodex lists.
- You can also filter the list by selecting filter variables from the filters presented:
- Select the people type you want to apply to the list of individuals by selecting the type from the "tag as” dropdown box.
- Select the date range that the people will belong to the people type. You can have both a From and To date (the end date is not necessary). Once the end date is passed the individuals will no longer belong to this people type.
- Once you have verified all of your options click on the bulk update button and the individuals will now be tagged with the people type you have selected.
- If you wish to view individuals who have been tagged you can click on the View Tagged option. Be sure to click on the People Type drop-down menu option on the left to filter the correct people type you are searching for.
How to Remove a Tag from a Learner
From the View Tagged screen you can also remove individuals from the list.
In the list check off those individuals you would like removed, select the date you would like them removed, and then click on the Remove button.
When selecting the option to remove the learners as of a specific date the learners will be removed as of the date selected, rather than the current date.