Understanding the "Learner’s Progress" in the Line Manager’s Dashboard

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.

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  • 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.

 

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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

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The downloaded Excel report

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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:
The calculation of progress depends on the course and enrollment type. For detailed information on calculations of progress, follow these links:
e-Learning course with learning items
Instructor-Led Training
Course without learning items
Learning items

To view detailed progress information on the learning items in the course, select the expand icon near the course title.

 

Completing the course manually:

  • If the course was manually completed by dragging the Completion toggle to On without also manually completing the learning items in the course and/or attendance (for Instructor-Led training), the total Progress value will be 100%, but the learning items will keep the values as they were before the manual completion, as on the image below.
  • If the completion of the separate learning items is set manually but the course completion isn't set to Completed, the course progress will be recalculated according to the set progress of the learning items. The manually completed learning items receive 100% of progress.
  • If all learning items in the course (regardless of their current progress status) are manually completed by  the admin, the course will automatically be set to Completed. The total course progress and separate progress of each learning item will be 100%.

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.
Select the expand icon near the training plan title to track progress of the current attempt to complete each course in the training plan.

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:

  • If the number of days after enrollment is set, the due date shown in the report will depend on the enrollment date for each learner.
  • If the Fixed Date is set, the due date will be the same for all users.

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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