How to read 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 line manager's direct reports and line manager 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 should follow these 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, the lina manager selects Download Report.

 

 

What does the Learner’s Progress view and report show?

 

 

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.

 

 

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 percentage of attendance is greater than or equal to what was set as a requirement for course completion for the multiple-session enrollment type with a defined number of sessions. This means that the learner attended the required number of sessions and has met the attendance percentage criteria, and the learner has completed all the required learning items in the course or the course was manually set to Completed.  The number displayed 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. For more information, please refer to the Course progress calculation section in this article. 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 of each learning item in 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. Assessment may have only the Not Started or Completed status. 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%. The exception is the instructor-led training with the multiple-session enrollment type with a defined number of sessions, where a learner is enrolled in fewer sessions than is required. In this case, manual completion of all learning items and attendance will keep the course In Progress. 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- Certificate for the current progress.
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. Certificate for current progress	Excel report	Yes or No	Yes/No specifies whether the learner acquired a certificate for the current attempt to complete the course or 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.

 

Learning items progress calculation

The calculation of the score for the learning items depends on their type:

• Learning module progress is calculated as a percentage of the passed steps against all steps. For example, there are four items in the learning module, the learner has passed two of them, so their progress will be 50%.
• Quiz progress is calculated as a percentage of the earned score against the passing score. For example, the passing score is 80% and the maximum number of points is 200. This means that the learner has to earn 160 points to complete the quiz. If they earn 120 points, their progress will be calculated as 120/160 * 100%, which is 75%.
• Content package progress is calculated as a progress set in the content package or as a percentage of passed SCOs against all SCOs.

• Assignment progress is calculated as a percentage of the earned grade against the percentage required for the completion. For example, the learner’s grade for the assignment is 79% and the percentage required for completion is 80%, so the learner’s progress will be set to 99%.

• External app progress can be 0% when it has the Not Started status or 100% when it has the Completed status.

• Assessment progress is approved by the assigned supervisor or manually set by the course or course catalog admin, and can be either 0% when it has the Not Started status or 100% when it has the Completed status.
• Attendance progress and completion status depends on whether attendance is required in order to complete the course, the learner's attendance progress, and the enrollment type of the instructor-led training. For more information, refer to this article.

Course progress calculation

For e-learning courses 

Calculation of progress of an e-learning course depends on whether all learning items in the course are set as required in order to complete the course.

• All learning items are set as required for completion.

When all learning items are set as required for course completion, the course Progress value is calculated as an average of all learning items in the course.

• Separate learning items are set as required to complete the course.

When separate learning items are set as required for course completion and others are optional, the course Progress value is calculated as an average of only the learning items that are set as required for course completion.

 

For instructor-led training with learning items

The course progress for instructor-led training with learning items, as well as the value in the Progress column, depends on whether attendance in the course is set as required for course completion. When attendance is set as required, it will be marked with the star icon on the course Progress panel and it will be included in the course progress and completion. When attendance is not required, it will not be marked with any icon on the course Progress panel and will not influence the course progress and completion.

• If attendance in the instructor-led training is set as Attendance is not required for course completion, the course progress and its value calculation won't depend on attendance progress, regardless of whether attendance is registered. In this case, only items that are set as required for completion in this course will be included in the course Progress value calculation. The course Progress value is calculated as an average of only the learning items that are set as required for course completion.

For more details on how the value stated in the Progress column for Attendance is calculated for each type of enrollment, navigate to this article.

 

 

• If attendance in the instructor-led training is set as required for course completion, the attendance progress is included in the course progress calculation and influences the course completion. In this case, Attendance is marked with the star icon on the Progress panel. The course progress is calculated as an average of all the items set as required for course completion, including attendance.

For more details on how the value stated in the Progress column for Attendance is calculated for each type of enrollment, see this article.

 

 

For instructor-led training without learning items

In cases where an instructor-led course takes place and there are no learning items included in the course content, the progress and completion of the course depends only on the registered attendance of the learner for the for the required sessions, and is calculated in the following ways.

When attendance is not required

• For the Enroll user into a single course session enrollment type.

If a learner's attendance is not registered (Not Set) for the session, attendance progress is shown as 0% and the course progress is 0%. The course has the Not Started status in this case. Any other registered attendance (Absent, Absent (Informed), 25%, 50%, 75%, or 100%) will bring course progress to 100% and the course to the Completed status.

 

 

 

• For Enroll user into multiple- and all course session enrollment types.

If a learner's attendance is not registered for all sessions, attendance progress is shown as 0% and the course progress is 0%. 

If you register a learner's attendance in at least one session out of all the sessions the learner is enrolled in (as Absent, Absent (Informed), 25%, 50%, 75%, or 100%), it will bring the course progress to 100% and the course to the Completed status.

For more details on how the value stated in the Progress column for Attendance is calculated for each type of enrollment, navigate to navigate to this article.

 

 

When attendance is set as required

When attendance is set as required for instructor-led training without learning items in the course, the course progress of the learner depends on the registered attendance for the sessions.

a) For the Enroll user into a single course session enrollment type.

• When a learner's attendance is not registered (Not Set) for the session, the course has 0% in the Progress column and the Not Started status.
• When a learner's registered attendance progress is less than the percentage set as required for course completion, the value in the course progress will be equal to the value shown in the attendance progress. 

In this case, the course/attendance progress is calculated in the following way: The Total attendance percentage is divided into the Required percentage value and multiplied by 100. This result is stated in the Progress column for both the course and attendance. All the values that are used in the calculation can be tracked by the course admin from the Course Progress panel. The line manager can track only the result in the Progress column.

For more details on how the value stated in the Progress column for attendance is calculated for each enrollment type, navigate to this article. 

 

 

 

• When a learner’s registered attendance is more than or equal to the attendance required to complete the course, the attendance and course progress will have 100% in the Progress column.

 

 

b) For the Enroll user into all course session enrollment types.

• When a learner's attendance is not registered (Not Set) for all sessions, the course has 0% in the Progress column and the Not Started status.
• When a learner's registered attendance value in the Total field is less than the attendance required to complete the course, the values in the course Progress column for the course and attendance will be the same. The course/attendance statuses are In Progress.

In this case, the course/attendance progress is calculated in the following way: The value in the Total field is divided into the Required percentage value and multiplied by 100. This result is stated in the Progress column for both the course and attendance and can be tracked by the line manager. All the values that are used in the calculation can be tracked by the course admin from the Course Progress panel. 

For more details on how the values stated in the Total field and the Progress column for attendance are calculated for each enrollment type, navigate to this article. 

 

 

 

• When a learner's attendance is registered, and the Total attendance progress is greater than or equal to the Required value to complete the course, you'll find the 100% value in the Progress column for the course and attendance for this learner. The course and attendance will get the Completed status. All the values that are used in the calculation can be tracked by the course admin from the Course Progress panel. 

For more details on how the values stated in the Total field and the Progress column for Attendance are calculated for each enrollment type, navigate to this article. 

 

 

c) For the Enroll user into multiple course session enrollment type.

• When a learner's attendance is not registered (Not Set) for all sessions, the course has 0% in the Progress column and the Not Started status.
• When a learner's attendance is registered and the Total attendance progress is less than what is required for course completion, the values in the course Progress column of the course equal the value of the attendance progress. 

The course/attendance progress calculation in this case depends on the settings for the sessions registered attendance:

a) If registered attendance for All enrolled sessions is required, the value in the Total field is divided into the Required percentage value and multiplied by 100. This result is stated in the Progress column for both the course and attendance. The course/attendance statuses are In Progress. All the values that are used in the calculation can be tracked by the course admin from the Course Progress panel.

For more details on how the values stated in the Total field and the Progress column for Attendance are calculated for each enrollment type, navigate to this article. 

 

 

b) If registered attendance is set as Defined number of sessions.

 

 

• When the Total registered attendance value for all defined sessions is less than the Required value, the course/attendance progress is calculated in the following way: The value in the Total field is divided into the Required percentage value and multiplied by 100. This result is stated in the Progress column for both the course and attendance, and can be tracked by the line manager. This brings the course/attendance to the In Progress status.

All the values that are used in the calculation can be tracked by the course admin from the Course Progress panel. For more details on how the values stated in the Total field and the Progress column for attendance are calculated for each enrollment type, navigate to this article. 

 

 

• If attendance is registered for only some of the defined number of sessions, this brings course/attendance to the In Progress status with 0% Progress.

 

 

When registered attendance is greater than or equal to the required attendance

When a learner's attendance is registered for all required sessions, and the Total attendance progress is greater than or equal to the Required value to complete the course, you'll find the 100% value in the Progress column for the course and attendance of this learner. The course and attendance will get the Completed status, as shown on the image below.