📈 Dashboard Data Issues & User Setup Best Practices

Proper user setup is essential to ensure the Dashboard reporting functions correctly. Below are common issues and how to avoid them.

🔁 Duplicate Users (Same Name, Different Emails)

• Issue: Causes separate progress records and reporting confusion.
• Example: “Jane Smith” with jane@example.com and jane.work@example.com.
• Best Practice: Always check before creating a new user. Use email as the unique ID.

👥 Users Assigned to Multiple Groups

• Issue: Breaks course access logic; users get unintended course access.
• Example: A user in both “Cleaning Services – Dublin” and “Security Services – Dublin” groups may be able to access and complete courses they are not supposed to take.
• Best Practice: Assign users to only one group. Remove from others first.

🚫 Manual Course Assignments

• Issue: Bypasses group rules, hard to manage long-term.
• Example: A user manually assigned to a course keeps access after changing groups.
• Best Practice: Always assign courses to groups only, not individual users.

✅ Summary of Best Practices

• 🔍 Always search before creating users — avoid duplicates.
• 👤 Ensure each user belongs to one group only.
• 📚 Use group-to-course assignment, not user-to-course.
• 🧾 Periodically audit user accounts and group assignments.

Tip: Consider exporting user and group data monthly to identify anomalies early.