The Dashboard is where you will go to track your users' progress. You will also be able to print/download certificates of completion, training records, and access historical data. You can review data either via Courses or Learners:
To view individual Learners or filter for all training:
- Click "View All" next to Learners
- The default list will include all "Assigned" training
- Click the "Advanced Filters" drop down menu to filter the list if needed
- The search box in the upper right will allow you to search for individual learners.
To view by course title
- Click "View All" next to Courses or scroll down the page to see your course list.
- You can filter the below list by clicking the "show" drop down menu.
Administrators have the ability to mark a user's course as completed. Steps below:
- Find the individual User/Course you would like to mark complete.
- Click the "Mark Complete" button
- Confirm request on the pop up
- Clicking Send Reminders
- Accessing a User List and using the "Actions" button > Send Reminders. All incomplete learners on the below list will be sent the reminder email.
- To generate an individual certificate, click the "Download" button
- To generate certificates for multiple users, use the "Actions" button > Download Certificates
- You can either Download "All" certificates or only the previously "Un-downloaded" Certificates. Please note, for larger file downloads, a "Downloading" icon will appear while the download is in progress.
- Note: depending on how your browser is configured, certificates will either download to your computer or open in a new tab.
- On any report page - Click the "Actions" button
- Select "Data Download"
- Include Archived Courses: to include course's archied from current users
- Include Archived Learners: to include users that have been archived from the account
- Include Expired Courses (when applicable): will include All Courses in your search, including courses that have been removed from the account
- Activity Date
- Course Completion
- Retraining Basis Date
- Course Assignment
- Due Date
- Mark Complete/Print Certificate