Cal State Training Resources

Emulation and User Data

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This article covers how to access emulation mode and how to view user data.

Need-to-Know

  • Used to “wear someone else’s shoes” and see what they see in Sum Total for troubleshooting.
  • You cannot register or start training on behalf of the person you're emulating.
  • Best practice is to troubleshoot using the Learning menu from the User Search.
  • If you need to launch training as the user, see Backdoor Login article.

How to Troubleshoot via User's Learning Menu

Step 1: Go to Administration > Quick Links > All Users > search for the person.

Green step one is to click on Administration. Green step two is to click on Quick Links. Green step three is to click on All Users.

Step 2: When search results display, click the name that displays and on the top left of the slide-out, click their name hyperlinked in blue.

Green step highlight box showing the emulate employee button.

Step 3: Click on the Learning Menu and select the following areas:

  1. Training Transcript: To view the user’s transcript.
  2. Messages: To validate a user is receiving e-mail notifications for assigned trainings.
  3. Training Analysis / Learning Activities: To view a user’s required and recommended trainings.
  4. Audiences: To view a user’s current audience memberships.
  5. Jobs: To view a list of user’s current jobs (fed from PeopleSoft).
  6. Organizations: To view a list of user’s organizational memberships.
  7. Domains: To view a list of user’s Domain (campus) memberships and security role.

Viewing learning data can provide more information than emulation mode and allow administrators to see data in one central location.

This covers how to access emulation mode and how to view user data.

How to Access Emulation Mode

Step 1: Go to Administration > Quick Links > All Users > search for the person.

If you are using proxies Go to Self > Proxy Relationships > click Viewable Users > click Emulate button.

Green step one is to click on Administration. Green step two is to click on Quick Links. Green step three is to click on All Users.

Step 2: When search results display, click the user's name then click the Emulate Employee button on the slide-out that displays. 

Green step highlight box showing the emulate employee button.

Step 3: Use cases:

  1. View User Dashboard
  2. View User’s Tiles (Assigned Learning, Recently Viewed, Transcript or Training Schedule)
  3. Navigate as the user to Search or locate content

When you are in emulation mode, a yellow warning will appear stating you are in emulation mode.

User's profile is emulated.

Step 4: Click Exit Emulation to return to your profile.

Exit Emulation link will display.

This concludes on how emulate into a user's profile.

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