Setting up Batch Field Customization enables administrators and educators to tailor multiple fields and settings for groups of users or courses at once, rather than configuring each one individually. This process saves significant time and effort and ensures consistency across large-scale enrollments, such as when onboarding entire classes or departments.

By implementing batch field customization, institutions can better adapt the platform to their unique organizational needs, streamline processes like bulk course enrollment or group assignments, and provide a more personalized learning experience for diverse learner groups.

This level of customization is essential for aligning the platform with specific teaching methods, branding, and operational requirements, ultimately enhancing both administrative efficiency and learner engagement.

Through this documentation, we will guide you through the step-by-step process of how you can efficiently set up batch field customization in your organisation’s learning platform.

Let’s get started 🚀

Refer to the following table to understand more about the batch field view list.

Add A New Field

The platform lets you add custom fields to collect specific information about your learners or courses. You can create fields for things like department names, skill levels, or training preferences. This helps organize data better and tailor the learning experience.

Carefully follow the steps below that will guide you through the step-by-step process of how you can efficiently add a new field in your organization’s learning platforms.

Step 1: Click on the “+ Add Field” button at the top-right corner of the screen.

Step 2: A new panel will open on the right side of the screen. Fill in all the necessary fields, then click on the “Add Field” button.

Refer to the following table to understand more about the fields.

Step 3: After clicking on the “Add Field” button, a success message will appear at the top of the screen.

Edit an Existing Field

You can add or edit fields in your learning platform to collect specific information about your learners. This lets you track important details like departments, skill levels, or custom IDs that matter to your organization.

Carefully follow the steps below that will guide you through the step-by-step process of how you can efficiently edit an existing field in your organization’s learning platforms.

Step 1: Click on the edit pencil icon (✏️) next to the field you want to edit.

Step 2: A new field on the right side of the screen. Change the necessary fields, then click on the “Update Field” button at the bottom right corner of the screen.

Step 3: After clicking on the “Update Field” button, a success message will appear at the top of the screen.

If you have any queries, please feel free to reach out to us at support@edmingle.com. We will be happy to help you! :)