Introduction
Via the Line Manager Dashboard, line managers can view the progress of their team on training activities in full details and understand how each team member is progressing.
This article offers an introduction to the information line managers can find in the Learner's Progress dashboard and Excel report, an explanation of how the progress is calculated, and a detailed walkthrough of the data.
Where to find the Learner's Progress in the Line Manager Dashboard
The LMS365 Line Manager Dashboard provides the following:
- General overview on the learning progress of all your direct reports and your direct reports' subordinates. The data presented on the dashboard can be filtered and downloaded. For more information, navigate to this article.
- The individual learner's progress presented on the Learner's Progress dashboard with this data to be downloaded in the Excel report.
To find the Learner's Progress dashboard and report in the Line Manager Dashboard, the line manager will follow the steps:
1) Go to My Training Dashboard > Line Manager Dashboard.
2) Select Direct Reports or Direct Reports Subordinates > Select the relevant learner.
3) From the opened Direct Reports Administration panel, select View Learner’s Progress.
This will bring out the Learner’s Progress panel.
To download the report in the Excel file with the learner’s progress, select Download Report.
What does the Learner’s Progress View & Report show?
NOTE
The Learner Progress view and the Excel report present information based on all data available for the learner, that is not only the current enrollments. This means that all courses and training plans that the learner has ever been enrolled in are displayed.
The dashboard view
The downloaded Excel report
In the table below, find a detailed walkthrough of the data represented in the learner's progress dashboard view and the Excel report.
NOTE
- Some calculations require more details to fully understand. You may find a link in the Explanation column to an elaboration.
- The order number of the item in the table coincides with the same number on the image.
- The items 1-8 sum up and display the information based on the detailed data presented in the columns and the Excel report.
- The information in the dashboard and the Excel report is based on the same data. However, the information presented in dashboard view may slightly differ from the Excel report. The details for each view are mentioned in the Explanation column of the table.
|
The order number on the dashboard or in the Excel report |
In |
What is counted or displayed |
Explanation, limitations, or important things to be aware of |
|
1. Total Training Enrolled
|
Diagram only |
The total number of all courses and training plans that the learner is currently enrolled in. |
Deleted courses and training plans (with Yes in the Is Enrolled column) are counted here. Completed courses and training plans that were deleted are not counted here. |
|
2. Total Training Completed
|
Diagram only |
The total number of all courses and training plans that the learner has ever completed. |
Courses and training plans that were retaken and those that were completed but unenrolled from will be counted here. Imported external courses and training plans, or completed courses and training plans that were deleted, will not be counted here. |
|
3. Total CEUs |
Diagram |
Total number of CEUs that the learner has ever acquired for all completed courses/training plans. |
CEUs counted here include the acquired CEUs for all courses/training plans that the user has completed, including those that have been deleted, imported, and those that the learner was unenrolled from. Once the learner retakes a course or training plan, the CEUs for this training will not be counted here. In the Excel report, refer to number 34. |
|
4. Completed |
Diagram |
Number of courses/training plans that have been completed by the learner. |
For Instructor-Led Training, this status means that the learner's registered attendance matches the attendance required for the course completion. The number shown in the Completed field equals the number of courses/training plans that have the Completed status in the Status column. |
|
5. In Progress |
Diagram |
Number of courses/training plans that have been started but have not been completed yet. |
For Instructor-Led Training, this status means that the learner's attendance has been registered. The number in this chart equals the number of courses/training plans that have the In Progress status in the Status column. |
|
6. Not Started |
Diagram |
Number of courses/training plans that have not been started yet. |
The total number of courses/training plans that have not yet been started by the learner. The number in this chart equals the number of courses/training plans that have the Not Started status in the Status column. |
|
7. Overdue |
Diagram |
Number of courses/training plans. |
Number of courses/training plans (Not Started, In Progress) that have not been completed up to the due date. The courses and training plans that have been completed after the Due Date will not be counted here. |
|
8. Name |
Dashboard |
Title of the course or training plan. In the Excel report, refer to number 27 - Course Title. |
|
|
9. Is Enrolled |
Dashboard |
Yes or No |
Yes/No specifies whether the learner is currently enrolled in the course or training plan. No is displayed when the learner has been unenrolled from the course or training plan or has an enrollment request to the training. In the Excel report, refer to number 31. |
|
10. Status |
Dashboard |
The completion status: Not Started, In Progress, or Completed. |
In the Status column of the dashboard, you can track the completion status of the course or training plan, and the learning items in it. To view the progress on each learning item of the course/training plan, select the expand button next to the course/training plan title. The completion status for the course/training plan may be: Not Started, In Progress, or Completed. In the Excel report, refer to number 35. |
|
11. This column has no heading in the dashboard. It's located between the Status and CEUs columns. It may contain the grey tick icon. |
Dashboard |
The grey tick icon. Hover over the icon to see detailed information: The course has been retaken. The last completion date. |
For courses: A separate column near the Status column contains the grey tick icon only for the courses that have been previously completed and have been retaken. Hover over the icon to see the last completion date. If the course has been completed several times, only the last completion date is specified. For training plans: The tick icon is located near each course of the training plan and relates only to the courses that have been previously completed and retaken. Select the expand icon near the training plan title to see the details on each course of the training plan. Hover over the icon of a separate course to see the last completion date. If a separate course was retaken and completed several times, only the last completion date is stated. To check the last completion date of the training plan if it was retaken, refer to the Excel report view number 36 - Previously Completed. |
|
12. CEUs |
Dashboard |
Number of CEUs acquired for a course/training plan. |
Number of CEUs acquired by the learner or set manually by the admin. If there are no CEUs set for completion of the course/training plan, this field is empty. For courses: You can track the number of CEUs earned by the learner for the course completion, if CEUs have been set for this course. For training plans: You can track the number of CEUs earned by the learner for the training plan completion, if CEUs have been set for completion of this training plan. Expand the training plan title to see the number of CEUs the learner may receive for each course in this training plan (if set for separate courses). This number is not included in the total CEUs number of the training plan.
In the Excel report, refer to number 34. |
|
13. Progress |
Dashboard |
Learner's completion progress in percentage. |
For courses: To view detailed progress information on the learning items in the course, select the expand icon near the course title.
Completing the course manually:
In the Excel report, refer to number 32. For training plans: Learner’s progress on the current attempt to complete the training plan is stated near the training plan title. In the Excel report, refer to number 32. |
|
14. Completed |
Dashboard |
The completion date. |
The date on which the learner completed the course/training plan. In the Excel report, refer to number 39 - Date Completed. |
|
15. Is Overdue |
Dashboard |
Yes or No |
Whether the learner is on time with the course/training plan completion. |
|
16. Overdue Date |
Dashboard |
The due date the course/training plan must be completed. |
The date by which the course/training plan must be completed. In the Excel report, refer to number 38 - Due Date. |
|
17. Certificate |
Dashboard |
The eye icon. |
On the dashboard, the eye icon means the user has acquired certificate(s) that you can download, delete, or view. In the Excel report, refer to number 41. |
|
18. Expiry Date |
Dashboard |
The expiry date of the acquired certificate. |
This field will be empty if there is no expiration date set for the certificate. In the Excel report, refer to number 42 - Certificate Expiry Date. |
|
19. Learner Name |
Excel report |
The name of the learner the report is built for. |
|
|
20-26 |
Excel report |
The learner's additional information: Email, Department, Job Title, Manager, Office, City, Country. |
|
|
27. Course Title |
Excel report
|
Title of the course or training plan. |
On the dashboard view, refer to number 8 - Name. |
|
28. Course Type |
Excel report only |
e-Learning, Instructor-Led Training, or Training Plan. |
In the Excel report only, you can find the training type specified for each course or training plan. The dashboard view doesn't contain this information. |
|
29. Category |
Excel report only |
Category(ies) |
The category(ies) of the course/training plan. If no category was applied to the course/training plan, the cell remains empty. The dashboard view doesn't contain this information. |
|
30. Course ID |
Excel report only |
The course/training plan ID |
The course/training plan ID. If no ID was applied to the course/training plan, the cell remains empty. The dashboard view doesn't contain this information. |
|
31. Is Enrolled |
Excel report |
Yes or No |
Whether the learner is currently enrolled in the course or training plan. No is displayed when the learner has been unenrolled from the course or training plan or has an enrollment request to the training. In the dashboard view, refer to number 9.
|
|
32. Progress |
Excel report |
Learner's completion progress in percentage. |
In the Excel report, you can track the progress of the course/training plan. Detailed information on the total progress and progress of each learning item of the course/training plan is available in the dashboard view under number 13. |
|
33. Score |
Excel report only |
Score earned for the course or training plan. |
The Score column is available only in the Excel report and is not presented on the grid of the dashboard, when the Access to Full Learner Details for Line Managers option is enabled. In other cases, it is not presented on the dashboard and the Excel report. The dashboard view doesn't contain this information. |
|
34. CEUs |
Excel report |
Number of CEUs acquired for a course/training plan. |
If there are no CEUs set for the training, this field will be empty. In the dashboard view, refer to number 12. |
|
35. Status |
Excel report |
The completion status: Not Started, In Progress, or Completed. |
In the Excel report, you can find the current completion status of the course/training plan only. The learning items status is not included. The dashboard view (number 10) provides more details. |
|
36. Previously Completed |
Excel report |
The date. |
The date when the course/training plan was previously completed, if the course/training plan has been retaken. If the course/training plan has been completed several times, only the date of the last completion is shown. In the dashboard view, refer to number 11. |
|
37. Overdue Status |
Excel report |
Overdue or On Time |
On Time/Overdue shows whether the learner is on time with the course/training plan completion. |
|
38. Due Date |
Excel report |
The date when the learner must complete the training. |
The due date depends on the set date type option selected for the course/training plan:
|
|
39. Date Completed |
Excel report |
Date |
The date the learner completed the training. In the dashboard view, refer to number 14 - Completed. |
|
40. Time Completed |
Excel report only |
Time |
The amount of time that the learner spent on completing the course/training plan. It is displayed for completed courses/training plans only. The dashboard view doesn't contain this information. |
| 41. Certificates | Excel report | Yes or No |
Yes/No specifies whether the learner acquired a certificate for the course/training plan. For the dashboard view, refer to number 17. |
|
42. Certificate Expiry Date |
Excel report |
The certificate expiry date. |
This field is empty if there is no expiration date set for the certificate. For the dashboard view, refer to number 18. |
|
43. Certificate Expired |
Excel report |
Yes or No |
Yes/No specifies whether the certificate is expired. |
Calculation of Progress
For an e-learning course with learning items
Example: If a learner starts a course with five learning items set as required for the course completion:
|
Learning Items: |
Progress in Learning Item |
Set to Course Completion |
|
Item 1 (contains only documents) |
100% |
Yes |
|
Item 2 (contains 3 documents and 1 Quiz) |
50% |
Yes |
|
Item 3 (is a SCORM Package) |
0% |
Yes |
|
Item 4 (is a Quiz) |
0% |
Yes |
|
Item 5 (contains a SCORM package, documents, and a Quiz) |
20% |
Yes |
The result will be the following: The progress for the completed items divided by the number of learning items that are set as required. So, we have: (100%+50%+0%+0%+20%)/5 = 34%.
OR
Example: If a learner starts a course with five learning items and only three of them are set as required for the course completion:
|
Learning Items: |
Progress in Learning Item |
Set to Course Completion |
|
Item 1 (contains only documents) |
100% |
Yes |
|
Item 2 (contains 3 documents and 1 Quiz) |
50% |
Yes |
|
Item 3 (is a SCORM Package) |
0% |
Yes |
|
Item 4 (is a Quiz) |
0% |
No |
|
Item 5 (contains a SCORM package, documents, and a Quiz) |
20% |
No |
The result will be the following: The progress for the completed items divided by the number of learning items that are set as required. So, we have: (100%+50%+0%)/3 = 50%.
For the Instructor-Led Training
This is displayed as relative to the percentage selected for the course completion.
If required attendance is not set for the course, progress is displayed as a percentage of registered learner’s attendance for this course session.
If required attendance is not set for the course and the Enroll user into all course session enrollment type is selected, progress is calculated as an average percentage of set attendance from all course sessions.
NOTE
You can specify the attendance percentage to set course completion while creating or editing course. It can be registered 25% attendance, registered 50% attendance, registered 75% attendance, or registered 100% attendance. A course is completed if the learner’s percentage of attendance is equal to or more than what was set in Course Completion Settings and the learner has passed all necessary learning items correctly, or the course administrator has manually set completion in the Gradebook or via the Learner Progress panel.
|
Required attendance: |
Learner’s attendance |
Attendance progress |
|
Registered 50% Attendance |
50 - 100% |
100% |
|
Registered 50% Attendance |
25% |
50% |
|
Registered 50% Attendance |
Absent (Informed) counted as 1% |
2% |
Example: If there is a course that has the Enroll user into a single course session enrollment type and the minimum attendance percentage for the course completion is set.
For a course without learning items
|
Enrollment Type |
Single session type |
All sessions type |
|
Learner’s attendance is not set |
No progress |
No progress |
|
Learner’s attendance is less than passing attendance (passing attendance is 50%, learner’s attendance is 25%) |
Course progress is 50%. 100 * learner’s attendance / passing attendance is (100*25)/50). |
Learner’s attendance is calculated as an average for all sessions. Course progress is 50%. 100 * learner’s attendance / passing attendance is (100*25)/50. |
|
Learner’s attendance is equal to or more than passing attendance (passing attendance is 50%, learner’s attendance is 50%/75%/100%) |
Course progress is 100%. |
Learner’s attendance is calculated as an average for all sessions. Course progress is 100%. |
If tools (for example, SCORM or Quiz) are provided for Instructor-Led Training, learning items that are set as required for course completion are also calculated in the course progress.
Example: If a learner’s attendance is not set (passing attendance is 50%) and a learner’s attempt for a learning item is 100%, then course progress is 50%.
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