Manager is the website and "brain" of the system, used to manage data, create learning plans, organize users, and extract reports. Learn more about how to use the Manager below.
Managing Users
Access your Manager website for the following options.
Transcripts
- Navigate to Users, then User Listing (or Users and Admins).
- Search for a user and click their name.
- Click the Transcript tab in their profile.
- Click the activity name to open the results.
Add User
- Navigate to User Listing (or Users and Admins).
- Click on the plus sign
.
- Fill out the required fields and click ADD.
- You also have the ADD USER option directly from the navigation pane.
If you are a Platinum user, check the step-by-step guides to give admin permission to a user or merge users with duplicate profiles.
Archive User
- Navigate to User Listing (or Users and Admins).
- Search for a user and check the box next to their name.
- Click Archive
.
To reactivate an archived profile, please check how to unarchive a user.
Validate Users (Player)
- Navigate to Validate Users (Player).
- Search for a user and check the box next to their name.
- Click Approve.
Creating Groups
Access your Manager website for the following options to create a group.
System Group
- Navigate to Users, then Groups.
- Click the plus sign
and select System Group.
- Define your group name.
- Select Members to add users to your group.
- Return to the details page and click SAVE.
To allow other admins to manage this group, click Admins and check the box next to their names.
Dynamic Groups
- Navigate to Groups.
- Click the plus sign
- Define your group name.
- Select one or multiple worksites.
- Click INCLUDE to add other filter classifications.
- All users meeting these criteria will automatically be assigned to the group.
To explore advanced options for Dynamic Groups, refer to Dynamic Groups Rule Builder.
Building Learning Plans
Create your training program by following the steps below:
- Navigate to Activities, then Learning Plans.
- Click the plus sign
- Define your Learning Plan name.
- Set the timeframe.
- Turn on the toggle to display it in the Player.
- Click +/- Activities to select activities.
- Check the boxes next to their names and click ADD.
- Select the Subscriptions tab at the top.
- Click +/- Groups to assign the Learning Plan to a group of users.
- By clicking on +/- Users, you can select specific users.
If you want to repeat this Learning Plan yearly or create a Relative Date Learning Plan, please refer to Repeating Fixed Date Learning Plan and Relative Date Learning Plans.
Run Reports
Manager allows you to run Customizable and Core reports to track different activities in Manager. Check the following options:
Training Records Report 
- Navigate to Reports, then Run Reports.
- Select Training Records Report.
- Use the Report Settings panel to filter by activity, worksite, groups, timeframe, etc.
- (Optional) Click Columns to customize the table.
- (Optional) Click Schedule Report to send automated report updates directly to your email inbox.
- Click SAVE.
User Status Report 
- Navigate to Run Reports.
- Select User Status Report.
- Choose All Users or a specific Group.
- Choose the Status.
- Select your Course Category.
- Pick your Course.
- Select Format and click Submit.
Learning Plan Progress Report
- Navigate to Run Reports.
- Select Learning Plan Progress Report.
- Use the Report Settings panel to define filter options, adjust columns, or schedule the report.
- Click SAVE.
Learning Plan Matrix Report
- Navigate to Run Reports.
- Select Learning Plan Matrix Report.
- Choose your Learning Plan, Group, and status.
- Select Format and click Submit.
To verify other reporting options and advanced settings, please click here.
FAQ
How to manage a user's profile
From the User Listing, there are multiple actions you can take to manage your users. This article gives a brief explanation of each tab within a user’s profile.
What are the Admin access levels?
Alchemy currently offers four different types of administrator access: Copper, Silver, Gold, and Platinum. This allows you to assign the ideal access level to different types of administrators on the platform. This article explains the key differences between the administrator access levels in Alchemy.
How to enable/disable email notifications when training is assigned
Employees can receive email alerts when training is assigned and when it's nearing the due date. Alerts begin 10 days before the due date and continue through any late completion window included in the Learning Plan. Employees can enable training emails in two ways. This article explains both methods and outlines when emails are sent.
What are the Learning Plan options?
Alchemy provides two types of learning plans: Fixed-Date Learning Plans and Relative-Date Learning Plans. Both feature a repetition mechanism to automate training that needs to be retaken at specific intervals. This article explains all Learning Plan options.
How to edit a Learning Plan
Learning Plans are simple to set up and edit, but it is important to keep in mind a few rules so that your editing does not result in unintended consequences. This article helps Admins understand the behaviors of Learning Plans prior to editing them.
How to create an ILT course
Instructor-Led Training (ILT) may be used to track activities outside of the Alchemy platform. An example of this could be in-person CPR training from a third party. It is important to note that an ILT consists of the Course and the individual session days/times. Multiple sessions can be created for an ILT Course. This article explains how to create an ILT course.
How do I identify the best type of report for my goal?
To effectively manage and track training activities, it’s essential to leverage the comprehensive reporting tools available on your Manager website. This guide provides an overview of the various report categories, how to access them, and what each report entails.