Managing Learning Settings for Users
Practice managers can manage users and control whether learning is enabled for each individual.
This is especially helpful when:
- Someone is no longer part of the practice
- A user should not be participating in learning
- You want to ensure your practice score reflects only active learners
How to Access Users
To manage users:
- Go to My Practice
- Select the appropriate group (Managers, Providers, or Staff Members)
You can also access users from the Inactive Learners section if you are reviewing participation.
How to Edit a User
To update a user’s settings:
- Navigate to My Practice
- Select a user group or open Inactive Learners
- Click on the user’s name
- In the user panel, select Edit User
Turning Learning On or Off
Within the Edit User view:
- Scroll to the Learning section
- Toggle learning on or off as needed
- Save your changes
Turning learning off will stop the user from receiving new assigned activities.
When to Turn Off Learning
You may want to turn off learning when:
- A staff member is no longer with the practice
- A user is temporarily unable to participate
- Learning is not relevant for a specific role
Keeping learning enabled only for active participants helps ensure your practice mission score accurately reflects your team.
Inactive Learners
If a learner has multiple overdue activities, they may appear in the Inactive Learners section.
From there, you can:
- Review their activity
- Open their profile
- Update their learning settings
Best Practices
To keep your system accurate and effective:
- Review inactive learners regularly
- Keep your user list up to date
- Turn off learning for users who are not expected to participate