Learner
Your end users are referred to as Learners. By adding a learner to your account, you grant them access to the Learner side of the YoMingo app (the front-facing side). Learners can access the platform either through the web version at https://app.yomingo.com or by downloading the YoMingo app from the app store.
We recommend that all YoMingo admins and hospital staff sign up as learners to experience the platform from the patient's perspective, ensuring a better understanding of what your patients (learners) see and experience.
Manage Learners
There are two ways to provide access to your patients: Manually or through the Automated Registration process.
Manual Registration
Admins can manually add patients through the YoMingo Admin site. Once added, the system will automatically send an email to the patient with their login credentials and instructions on how to access the platform. Watch the video below for a step-by-step guide on managing learners.
Automated Registration
Admins can create a digital registration form through the YoMingo Admin site, allowing patients to self-register. You can share this form via a link on your website or by generating a QR code to include on flyers, posters, etc. Patients can access the form, fill it out, and submit it. Once submitted, they will receive an auto-generated email with their login credentials.
In this article, we will explain how to manually add a learner. For instructions on creating an automated registration, please see Manage Registrations.
How to Manage Learners
1. Log In
Access the YoMingo Admin site and log in with your credentials.
2. Navigate to Manage Learners
Click the Manage Learners tile to open the Manage Learners page.
3. Get Started
Once on the Manage Learners page, you can:
- Manually add a learner.
- View or edit an existing learner.
- Review all learner profiles associated with your account.
Use the steps outlined below to take your desired action based on your workflow preferences.
Manually Add a Learner
To add learners, click on the + Add button near the Directory section.
The Create Learner page will open and you will be prompted to add the following:
- First Name
- Last Name
- Custom Expiration Dates - The length of time you want learners to have access to your content. Unlimited expiry is recommended.
- Categorization - The maternity categorization helps populate the Milestones section on the Learner side. If you know the due date, you can enter it here; otherwise, leave it blank.
- Tags - Choose tags to associate with the learner’s profile. Tags must first be created under the Settings tab before they will appear here.
- Permission Content - Select the About Us sections and content categories you want the learner to access. Use the Activate All button to enable all categories at once.
Once you click Save, an auto-generated email will be sent to the learner providing them with their User ID, temporary password, and directions on how to log into the YoMingo app. If you would like to see an example of the welcome email users receive, please click HERE.
What if a learner does not receive their email invitation?
If necessary, you can resend learners their original email invitation. To resend, just click Re-invite:
Once a learner has logged in, the Re-Invite button will disappear and you will not be able to resend the email notification. If a learner has trouble logging in after their initial setup, direct them to the YoMingo login page at https://app.yomingo.com. They can reset their password by clicking the “Forgot your password?” link and following the prompts.
View/Edit a Learner
From the Learners dashboard, you can use the Directory feature to search or scroll for a specific learner.
1. Locate the Learner
- Search for the learner’s name or email in the directory, or scroll through the list.
- Click on the learner's name to populate their profile on the right-hand side.
2. Explore Profile Tabs
- The learner’s profile is organized into tabs: Profile, Categorization, Content, Registrations, and Campaigns (if applicable).
- Navigate through these tabs to view their complete profile.
3. Edit Learner Details
- To make changes, click the Edit button in the top right corner. This opens the Edit Learner page, where you can take the following actions:
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Change Expiration Dates:
- We recommend setting access to Unlimited for continuous app use.
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Change Categorization:
- Add or remove the Maternity Categorization.
- Adding it enables the learner to input a due date and access the Milestones section.
- Removing it restricts access to the Milestones section.
-
Add or Remove Tags:
- Modify tags associated with the learner’s profile for better organization or filtering.
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Change Location:
- Update the learner’s delivery location, if applicable.
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Change Active Status:
- Toggle the learner’s status to Inactive to remove their access to the YoMingo app.
- They will still appear in the learner list but will not be able to log in.
- Reverting to Active restores their access with previous credentials.
-
Delete a Learner:
- This action is permanent and removes the learner’s profile, app access, and name from the learner list.
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Change Viewable Content:
- Adjust access to specific content categories by toggling between Active and Inactive under Permission Content.
- Inactivating a category prevents it from appearing in the learner’s app.
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View Last Login:
- Check the date and time of the learner’s most recent login.
-
Change Expiration Dates:
4. Save Changes
- Ensure you click Save after making any updates to the learner's profile.
How to Utilize the Directory Filter
The Directory Filter allows you to narrow down your learner list based on specific criteria. Follow these steps to use the filter effectively:
1. Open the Filter Options
- From the Directory, click the filter icon to access the filtering menu.
2. Select Filtering Criteria
- You can filter your learners based on the following:
- Registrations: Filter learners by their registration type.
- Categorizations: Identify learners with the Maternity categorization (due date/milestones enabled).
- Locations: Narrow learners by their assigned delivery locations.
-
Status: Filter by Active or Inactive status.
- All learners are considered active unless an admin marks them as inactive.
- Tags: Filter learners by specific tags associated with their profiles.
3. Apply the Filter
- After selecting your desired criteria, click Filter.
- Your learner list will update to display only those matching your selections.
4. Reset the Filter
- To clear your current filter settings:
- Click the Filter button again.
- Select X - Clear All, then click Filter to reset the list to its original state.
Using the Directory Filter streamlines learner management, helping you quickly locate specific groups or individuals based on your chosen parameters.