FAQs
Frequently Asked Questions
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Wisetail FAQ Index
General FAQs Viewing vs. Previewing a Module Active Issues How does Global Search differ from the search o...
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Effects of Reset Existing Module Completions On Initial Enrollment = Yes
If a user enters an enrollment where the Reset Existing Module Completions On Initial Enrollment is set to ...
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Enrollment FAQs
For general info on Enrollments, see the Enrollment Overview. What is the Start Date for Re-enrolled Users...
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Datafeed FAQs Index
For general info on Datafeeds, see What Is A Datafeed? Do I Need to Manually Create Values for a Datafeed...
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SAML Error / Server Error
Causes of SAML Error / Server Error Some possible causes of this error: Returned during a user SSO login ...
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What Is A 1-Time User Upload?
A 1-Time User Upload is a process whereby we can take a .csv file with a list of the users you need in your...
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FAQ: Why are there unexpected underscores in a username or email address?
Certain types of profiles fields cannot contain white-space characters. If your datafeed encounters white-s...
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Bulk Admin Update "Managed By" Users
Follow the steps below to change Manually Managed users to Managed by the datafeed. Login and navigat...
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FAQ: Why can't I set a user to Managed-By my Datafeed?
If you do not have any active datafeeds, the Managed By option will not appear at all. The list of options ...
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FAQ: Can I save a module for later viewing or reference?
Q: Is there a way to bookmark or save modules to easily find them later? A: There is! Here's how it works. ...
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FAQ: What is the Suppressions List?
An email is added to our mailing suppression list when our infrastructure determines that the address is ei...
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FAQ: Can I use Email as the Match-On Field for my Datafeed?
While you can use email as the match-on field for your datafeed, we generally recommend against it. Here's ...
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FAQ: What Happens if I add a Module to an Active Enrollment?
If an Enrollment set is active and you add a new module to the set, the new module starts counting down fro...
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FAQ: Does the Countdown for an Enrollment Apply to Users who have Never Logged In?
Whether or not a user has logged in once isn’t relevant to the Enrollment countdown—if they’re an active us...
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FAQ: Reactivated Enrollment May Lead to Past-Due Users
There’s no reset for Enrollment overall. Once you activate the Enrollment set for the first time, the clock...
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FAQ: What Happens when I Change the Audience of an Enrollment?
If you change the audience for an Enrollment set, you effectively reset the Enrollment—meaning that any use...
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FAQ: What is the Start Date for Re-enrolled Users?
If a user initially matches the rules for an active Enrollment and then their status changes to a point whe...
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FAQ: I receive an error when trying to manually upload a Datafeed file via WinSCP
If you are using WinSCP to do manual uploads of files to an sFTP server for a datafeed, you may encounter t...
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FAQ: When are users deleted by a Datafeed?
When a user is managed by a datafeed (when configured to allow deleting, which is the default), and the use...
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FAQ: How do I upload a special file to my Datafeed, or for a 1-Time User Upload?
We generally cannot manually upload files for you on an ongoing -even temporary- basis. What we can do is p...
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FAQ: In a Datafeed, How Does Duplicate Match-On Handling Work?
The system determines which user to update based on the match-on value (usually Employee ID, so we'll assum...
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FAQ: How Does Duplicate Username Handling Work In a Datafeed?
If in your datafeed users are created with usernames based on the following: First Initial Last Name The ...
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FAQ: Do I Need to Manually Create Values for a Datafeed?
In general: No. When a datafeed runs, the profile field values for each user are read from the datafeed fil...
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FAQ: What are the Graphic Image Specifications for my site?
The detailed requirements for the sizes of all the images, pictures, and banners can be found right here. Y...
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FAQ: Why is my Embed with Google Drive (Docs, Sheets, etc.) not updating?
First you need to ensure that you have the option Automatically republish when changes are made is enabled....
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FAQ: How is a user in an Observation Queue when they are not in the audience?
Although these users are not in this audience, it is very simple for any of your admins to manually add the...
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FAQ: Should I use a domain name or an IP Address to...
Regardless of how you were going to end that question, the answer is the same. It is critically important n...
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FAQ: Forgot Password emails are not being received
Ensure that if you utilize SPF Records that the appropriate Wisetail records have been added. If this does ...
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FAQ: Saved Reports Vs Custom Reports
Whats the difference between a Custom Report and a Saved Report? Both Saved & Custom reports are copies of ...
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FAQ: How does Global Search differ from the search on the Learn Page?
The search on the learn page will only search module titles, descriptions, and tags. Whereas Global Search ...
