Some of the filters on the Search options found in the Administrator Menu can be considered “data pickers.” They allow you to quickly and easily filter data to find the most relevant results. From the list of matches, you can usually perform follow-on actions, such as viewing information, editing records, impersonating a user, or enrolling others in a course.
These pages are examples of pages in which pickers available.
Within a data entry form, you can access data pickers via hyperlinks. These are available in these two situations:
Pickers in which you can only select a single value behave in such a manner because the target field for the selection is configured to accept only one value at a time. After you generate a list of records matching your search criteria, you will only have the option of choosing one record. Typically, each result will have an associated “Select” button, and there is no “Checkout” option in the Basket.
Example: You will find this type of picker during the Add User process, as you select an organization. While you can associate a user with multiple organizations after saving the entry, during initial set up, new users can only be associated with one organization.
Pickers that allow multiple selections are used when the target field is configured to accept one or more values at a time. After you generate a list of records matching your search criteria, you will have the option of choosing more than one record. Typically, each record will have an associated “Add” button and there is a “Checkout” button for the Basket.
Example: You can find this type of picker during the Add Instructor process, in which you are able to select multiple Facilities and Courses to associate with the new instructor.
There may be situations in which you try to remove a value in a Picker Basket, but are unable to because there is no red “X” next to the value and no option to “Clear Basket”. This occurs when you are logged into the LMS with a Default Profile that is not related to the Business Unit of the value you are trying to remove. It should not be an issue for users with just one profile or those with multiple profiles in the same Business Unit.
To remove one of these “locked” values, you must return to your homepage, click the My Details tab, and activate a profile associated with the Business Unit related to the data you want to edit. At the bottom of the My Details page, you will find a complete list of active profiles, any of which you can enable by clicking the Activate Profile button.
After activating the appropriate profile, return to the Picker and remove the “unlocked” value.