This manual describes all settings under Management > General management > Management settings. The settings are grouped by category, exactly as in the screenshots. For each setting, the meaning and — where visible — the example value from a demo environment are provided.
General tab
Planning
Setting
Meaning
Example
Time from
Default start time when scheduling sessions/session blocks.
9:00
Time to
Default end time when scheduling sessions/session blocks.
19:25
Scheduler: delete archived sessions without participants
Allows the nightly scheduler to automatically clean up archived sessions without participants.
Yes
Notifications
These values determine how many days in advance reminder/information notifications are sent.
Setting
Meaning
Example
Number of days before session start, notification session not full
Number of days before the start when the supplier is informed if the minimum is not reached.
3
Number of days before session start, notification session is full
Same, but when the maximum is reached.
4
...reminder notification to participant
Days before the start of a training that the participant receives a reminder.
9
...to managers
Same for the manager.
8
...to trainer
Same for the trainer.
1
...to HRM
Same for the HRM officer.
8
Number of days before reminder e-learning not completed
Days after registration when a "not completed" reminder is sent.
1
Time of sending notification missing certificates
Determines the monthly moment when the monthly "missing certificates" notification is sent.
First Monday of the month
Deadlines
Setting
Meaning
Example
Deregister from training possible until minimum number of days
Until how many days before the start a participant can still deregister themselves; the training setting can override this.
14
Number of months notification Certificate expired
How many months before the expiry date a certificate appears as "expiring" in lists/notifications.
1
Number of days before training that employee can cancel reservation
Cancellation period for a reserved spot.
3
Number of days before registration closes
Number of days before the first session when registration is no longer possible.
3
Debtor discount - number of days before expiry
How many days before expiry the administrator is warned that a price agreement with the debtor expires.
4
(Het ingekorte tussengedeelte hoort hier; pas daar "evidence" → "certificate" toe.)
Setting
Meaning
Example
Show route link
Shows a route link at locations.
No
Automatically deactivate employees
Deactivates users after a set period of inactivity.
—
Anonymisation of employees
Anonymises personal data of inactive users.
No
Menu
Menu orientation, horizontal or vertical.
Horizontal
Validation
Validation type for login/forms.
Aria
Password settings
Configuration of the password policy.
—
Translations tab
On this tab you adjust the names and labels in the portal. These can be configured per portal.
Setting
What you do with it
Example
Training
Replaces the term "training" throughout the portal with your own term (e.g. "course" or "education").
training
Catalogue
Replaces the term "catalogue" with your own term (e.g. "offer" or "training offer").
offer
Competency
Replaces the term for competency/compliance with your own term.
Compliance
Roles
Setting
Example
Translation user
Employee
Translation user plural form
Employees
Translation HRM
HR officer
Translation HRM plural form
HR officers
Translation manager
Supervisor
Translation manager plural form
Supervisors
Translation practical supervisor
Coach
Translation practical supervisor plural form
Coaches
Translation trainer
Trainer
Translation trainer plural form
Trainers
Project
Setting
Example
Project name
Team
Project names plural
Teams
Project leader name
Team leader
Project leader plural name
Team leaders
Forms
Setting
Example
Reviews
Reviews
Forms
forms
Review
Conversation form
Review forms
Conversation forms
360-degree feedback
360-degree feedback
360-degree form
360-degree form
360-degree forms
360-degree forms
Variable registration labels
Variable profile field — A variable profile field is a freely fillable extra field on the user profile, in addition to the standard fields such as name and email.
Setting
Entered value (example)
Entered value
Variable user label 1
Employee number
100245
Variable user label 2
Work location
Utrecht
Variable registration field — A variable registration field is a freely fillable extra field that is shown during the registration for a training. Useful for information you want to request per registration.
Setting
Entered value (example)
What the participant then fills in during registration