Permissions for Team Leaders
In Avendoo, permissions can be controlled depending on the user type. Granting a permission results in a menu point becoming visible or a function becoming available for that person.
Permissions for Team Leaders
For the cockpit for team leaders to appear in the user area, at least one of these permissions must have been granted.
| Permission | Explanation | Use Case |
|---|---|---|
| Task manager | With this permission, the team leader can set team members’ tasks to Finished or Not finished. | Tasks for a course activations have been completed and the team leader can now tick them off. |
| Training Needs | Shows the Reported training need tab in the cockpit. With this permission, the team leader can report the training need for their employees for an existing course activation. | The existing dates for a training course do not work for your employees, and the need for further dates should be communicated. |
| Edit users | Grants write access to employee attributes in the Team Leader Cockpit and access to activation of inactive users (if the corresponding column was previously set to visible in the system settings). In addition, this permission allows the team leader to create users directly, via registration code, or via CSV file if the system setting was adjusted beforehand. | Team leaders can add new employees themselves. |
| Show reports tab | Shows the Reports tab in the Team Leader Cockpit, allowing the team leader to retrieve (previously assigned) reports about their employees. | Retrieve reports on training inventory entries, learning progress, valid certifications, etc. for your own team. |
| View training inventory entries | Enables the team leader to view their employees’ training inventory via the Employee view. | A team leader can see which training courses have already been completed. |
| Create training inventory entries for employees | Allows the team leader to create training inventory entries for their employees in the employee view. A Record the training inventory button is shown on the Accomplishments page. | A team leader can add training inventory entries acquired previously retroactively. |
| Create community groups | Allows the team leader to create, edit, and delete community groups, provided the Community is activated. | Team leaders can create and manage groups. |
| Show favorites tab | Shows the Favorites tab in the Team Leader Cockpit, allowing the team leader to save and retrieve favorites for reports about their employees. | Recurring report configurations can be saved and retrieved again easily. |
| Assess essay questions | Allows the team leader to view essay questions, including employees’ answers, and evaluate them. The assessment appears as a to-do in the cockpit. | Questions submitted in a knowledge test can be evaluated by the team leader. |
| Edit approval requests | Allows the team leader to grant approvals for courses, events, or registration cancellations for their employees. The approval requests appear as a to-do in the cockpit. | Participation in a course should be approved by the team leader. |
| Assess course participants | Allows the team leader to complete feedback for the assessment of participants. The assessment appears as a to-do in the cockpit. | A course participant should be assessed by the superior based on assessment criteria. |
| Manage course participants | Allows the team leader to add or remove their own employees as participants in course activations and user-generated content learning units, and to define display and registration options. | A team leader wants to register a specific employee for further training. |
| Downgrade qualifications | Allows the team leader to downgrade a qualification for their own employees. This is possible via the Achievements page in the employee view of the respective person. | A team leader does not find the classification appropriate or wants the person to continue their training again to reach the next level. |
| Qualifications in the cockpit | Shows the Qualifications tab in the Team Leader Cockpit, allowing the team leader to access the qualification matrix for their employees. | A team leader wants an overview comparing their team’s qualifications. |
| Make a reservation | Shows the Reservations tab in the Team Leader Cockpit. Allows the team leader to create, assign, and cancel reservations for course activations for users who have not yet been created. | If a user is not yet in the system, a place in a training course can be reserved. |
| Appoint substitutes | Allows the team leader to appoint one or more substitutes under their profile for a specific period. The substitutes have access to all functions that the respective team leader has set up in the cockpit. | If a team leader is absent and a substitute is to fully cover for them. |
| Create a certificate | Allows the team leader to create certificate resources. In the employee view, they can also create a certificate as a resource on the Achievements page via the Record the training inventory button. | If team leaders should be able to create specific certificates. |
| Record certification | Allows the team leader to create certifications. In the employee view, on the Accomplishments page, they can record a certification for their employees via the Add certification button and link it to an existing certificate resource, or create a new resource for it if they also have the Create a certificate permission. | External training should be added to the employee’s training inventory as a certification. |
| Delete certification | Allows the team leader to delete certifications. In the employee view, on the Achievements page, they can delete a certification for their employees via the Delete button. | A certification was granted by mistake or the user created it themselves and it should be removed. |
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