LMS365 Line Manager Dashboard
The Line Manager can observe and manage the training activity of their subordinates via the Line Manager Dashboard.
To go to the Line Manager Dashboard:
•navigate on My Training Dashboard;
•click the Line Manager Dashboard (preview) button:
Here you will find the full list of the reports you are working with as a Line Manager:
All the data that are displayed on the Line Manager Dashboard is related to the current Course Catalog.
If you want to change the Course Catalog, click Course Catalog Selector at the top of the page and select the desired Course Catalog:
There are several levels of reports to display on the Course List page:
•Direct Reports – the users who are managed by and report directly to the Line Manager;
•Direct Report’s Subordinates – the users who are managed by the direct reports.
If there are users who have already sent requests, click the Enrollment Requests icon to view them. The total number of users’ requests will be shown on the icon:
The Dashboard is divided into the following sections: Name, In Progress, Not Started, Completed, Overdue and Expired Certificates, CEUs sections:
•Name – displays user’s name. In this column subordinates are displayed.
•In Progress – displays the number of courses that user’s subordinates have already started, but have not completed yet;
•Not Started – displays the number of courses that user’s subordinates have not started;
•Completed – displays the number of courses that user’s subordinates have already completed;
•Overdue – displays the number of the courses that user’s subordinates have not completed up to the Due Date. You can use this section as a filter to search users enrolled in courses with Overdue status;
•Expired Certificates – displays the number of the subordinates’ certificates that have expired (if a subordinate has several expired certificates for one course, only the latest one is counted) as well as all the certificates that are assigned. The user can use this section as a filter to search users with expired certificates;
•CEUs – displays the number of CEUs earned.
If you select a user, Direct Reports Administration sidebar will be opened:
To enroll reports in the courses or training plans:
•choose the desired report(s);
•select Enroll in Course(s) & Training Plan(s) action in the sidebar. A list of all available trainings as well as selected reports with the possibility to deselect them will appear. By default, selected Learners list is collapsed:
•Click the Enroll button.
You can filter trainings for the enrollment by specifying Date Period (Start and End dates period), using filter by training type (e-Learning, Classroom & Blended Training, Webinar, or Training Plan), publishing (published, unpublished or planned trainings), and competencies or using the Search field.
After selecting trainings for the enrollment and clicking the Enroll button, reports will be added to the Learners group of the corresponding courses and training plans (Users will be enrolled in all unlocked courses of the training plan), and will receive Course/Training Plan Enrollment Confirmation and appointments for Classroom/Webinar courses with ‘Enroll user into all course sessions’ enrollment type. If ‘Enroll user into a single course session’ enrollment type is selected, User will receive Course Session Selection Request notification.
To unenroll reports from the courses or training plans:
•choose the desired reports;
•select Unenroll from Course(s) & Training Plan(s) action in the sidebar. A list of trainings where the reports are enrolled (if several Users are selected, only trainings where all of them are enrolled are displayed in the list) and selected reports with the possibility to delete them will appear (by default, selected Learners list is collapsed):
•click the Unenroll button.
To unenroll reports from the all the courses or training plans:
•click the desired reports;
•click the Unenroll from all Courses & Training Plans button;
•select Unenroll from Course(s) & Training Plan(s) action in the sidebar;
•confirm your action.
To approve/reject enrollment requests:
•choose the desired report;
•click Enrollment Requests button;
•select the desired Training(s) to execute the following actions:
−to approve enrollment requests, click the Approve button;
−to reject enrollment requests, click the Reject button, enter the Reject message and then click the Reject button one more time:
To import an external training:
•click the desired report;
•select the Import External Training action in the sidebar;
•fill in the form, specifying the course title, course type and categories (for a non-existing one), set the completion date and additionally specify the number of granted CEUs.
•select the certificate image from your local computer or select the certificate template for generating the certificate and specify certificate’s expiry date (this step is optional).
•Click the Save button.