Overview: Dashboard

Video Tutorial:

 

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:

Learners

To view individual Learners or filter for all training:

  1. Click "View All" next to Learners
  2. The default list will include all "Assigned" training
  3. Click the "Advanced Filters" drop down menu to filter the list if needed
  4. The search box in the upper right will allow you to search for individual learners.

Courses

To view by course title

  1. Click "View All" next to Courses or scroll down the page to see your course list.
  2. You can filter the below list by clicking the "show" drop down menu.

Additional Features

Marking a Users' Course Complete

Administrators have the ability to mark a user's course as completed. Steps below:

  1. Find the individual User/Course you would like to mark complete. 
  2. Click the "Mark Complete" button
  3. Confirm request on the pop up
Sending Reminder Emails
Reminder emails can be generated to either individuals or groups of learners by:
    1. Clicking Send Reminders
    2. Accessing a User List and using the "Actions" button > Send Reminders. All incomplete learners on the below list will be sent the reminder email.
More Information
Download/Print Certificates
  1. To generate an individual certificate, click the "Download" button
  2. To generate certificates for multiple users, use the "Actions" button > Download Certificates
  3. 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.
  4. Note: depending on how your browser is configured, certificates will either download to your computer or open in a new tab.
Download User Training Records
  1. On any report page - Click the "Actions" button
  2. Select "Data Download"
Retreiving Archived Records
By Default, the Dashboard will only show Active training records. If you need to include Archived or Expired courses in your searches, please select the boxes that read:
  • 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  • Include Archived Learners: to include users that have been archived from the account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
More Information
Choose Display Columns
In any Dashboard report, you can filter the data that appears for each user record. These filters can include:
  • Group
  • Activity Date
  • Course Completion
  • Retraining Basis Date
  • Course Assignment
  • Progress
  • Due Date
  • Location
  • Mark Complete/Print Certificate