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Lead in with the request “we’ve added this flexibility for associates to have a display name for nicknames or preferred names while maintaining legal/HR name for administrative…” marketing summary - overview Cognition version 9.4.3 introduces greater flexibility, with the ability to allow users to request a chosen first name to be displayed across the system while retaining their HR system name for administrative purposes, such as digital acknowledgments. Contact your support specialist to learn more or enable first name requests. You'll notice updates to First Name management, including changes in User Administration and User ImportsThis page contains more technical information around HR First Names and Display First Names. For a basic overview of how HR First Name and Display First Name work, see First Names. |
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Name Fields
Users can have 2 separate First Names in the system. This provides flexibility for users who may wish to have a different name displayed in different contexts, ensuring their experience aligns with their preferences.
In User Admin you will see 2 separate fields…
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This is automatically set by system processes, like User Import feeds and Mass User Uploads. It’s the name that shows up on digital acknowledgments unless set differently for a specific user.
Display First Name
This starts out matching the HR First Name but can be personalized within the LMS. It’s the name you’ll see throughout the system and you can also set it to show on digital acknowledgments instead of the HR First Name on a user by user basis.
System Settings
See System Settings - Interface
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A non-EA admin with access to User Administration can only modify a user’s Display First Name if First Name Requests do not require EA approval and the student does not currently have an open request from a time when requests required EA approval.
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Display Name Requests
If enabled in System Settings, your users can request updates to their Display First Name and which name appears on digital acknowledgments.
Create Display Name Requests (end users)
To submit a new Display Name request, users can go to their Profile and click I go by a different name.
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Here the user can request 1 or both of the following options:
An updated Display First Name
Use of their Display First Name on HR sign-offs (such as digital acknowledgements in Compliance modules)
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Review Display Name Requests (EAs)
When Display Name requests are enabled and require EA approval, a link to the open requests will appear in the My Tasks widget on the EA dashboard.
Note that the number shown here is only reflective of the number of open requests from active users.
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Select the Options menu next to an open request and click View request.
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Approve the appropriate pieces of the request then click Update.
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Reports
All reports will only display users' Display First Names besides the User Report in certain conditions.
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