Classic Look of My Training Dashboard

Introduction

In this article, we will provide you with an overview of the classic view of My Training Dashboard. You will find out the difference between two available modes - Line Manager Dashboard and Personal View, what tabs you can see in the Personal View mode, their description and capabilities, and also how to manage tabs and columns. 

My Training Dashboard overview

To find out more about New Default look, please follow My Training-Dashboard Overview

My Training Dashboard is a configurable web part that enables Managers to see a high-level overview of their employees’ trainings and Learners to get an overview of all their training.

This web part has two views: Line Manager Dashboard mceclip0.png and Personal View mceclip1.png.

 

 

NOTE: Two modes (Line Manager Dashboard and Personal View) are available for users if they are a Manager (user who is specified as a Manager in Azure AD). If user is a Learner, only Personal View is available for them. For more detailed information on how to set up Manager->subordinate relationship please visit  Setting up a Manager in LMS365 Cloud.

 

 

Personal View mode

In the Classic Personal View mode, My Training Dashboard header is divided into the following sections: Learner’s name section, Course Completed section, number in company ranking section and CEUs section:

  • Learner’s name section – displays Learner’s name;
  • Course Completed section – displays the number of Learner’s completed courses (completed unpublished and completed deleted courses are also counted)/the number of all Learner’s courses (completed unpublished and completed deleted courses are also counted), considering courses from the whole tenant;

Please be aware: If user is enrolled in a training plan, courses included in it are counted in a total number of courses, i.e. if user is enrolled in one course and one training plan that includes two courses, a total number of courses will be three.

  • in company ranking section – displays number of Learner’s ranking in his/her company;
  • CEUs section – displays the number of Learner’s earned CEUs (by course/training plan completion).

Please be aware: If some Learners have the same number of CEUs the learner who has first completed the course/training plan will be on top. In case Learners have no CEUs, Number in company ranking section is hidden and CEUs section will show 0 earned CEUs.

 

In the Classic Personal View mode user can see his own training progress, divided into 9 tabs: Current Training, In Progress, All, Completed, Ended, Pending, CEUs, Leaderboard, and Transcript. Each of these items can be enabled / disabled by editing the Web Part:

 

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Please be aware: If learner is enrolled in a training plan with the number of courses included in it, on the Dashboard he will see only training plan. To see courses included in a training plan: click Expand button  next to the needed training plan.

 

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Current Training Tab

Current Training tab displays courses/training plans with Not Started or In Progress statuses:

 

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  • Course Name – displays the title of the course/training plan;
  • Due Date – displays the due date of the course/training plan;
  • Progress – displays Learner’s completion status:
    • Not Started status – Learner has enrolled, but has not started the course/training plan;
    • In Progress status – Learner has started, but has not completed the course/training plan;
  • Actions – displays action buttons: Go to Course button, Unenroll button, and Information button  (for Classroom & Blended and Webinar course types).

If you click Go to Course button, you will be redirected to the course or training plan site page. If you click the Unenroll button, you will be required to enter a cancellation message.

 

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Click OK to confirm unenrollment or Cancel to discard this action.

 

Please be aware: Learners that were enrolled in a course via AD group cannot unenroll from it. They will see a message notifying that you cannot unenroll from ету training because you were enrolled via AD group.

 

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Click Information button mceclip8.png to see the course sessions in which you are enrolled.

 

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You will see the information about all course sessions including Start Date, End Date and Meeting URL.

 

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In Progress Tab

In Progress tab displays courses/training plans that Learner has started, but has not completed yet.

 

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  • Course Name – displays the title of the course/training plan;
  • Due Date – displays the due date of the course/training plan;
  • Actions – displays action buttons: Go to Course button , Unenroll button , and Information button  (for Classroom & Blended and Webinar course types). If you click Go to Course button, you will be redirected to the course or training plan site page. If you click Unenroll button, you will be required to enter a cancellation message.

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Click OK to confirm unenrollment or Cancel to discard this action.

 

Please be aware: Learners that were enrolled in a course via AD group cannot unenroll from it. They will see a message notifying that you cannot unenroll from ету training because you were enrolled via AD group. 

 

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Click Information button mceclip15.png to see the course sessions in which you are enrolled:

 

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All Tab

By default, this tab is hidden. To make it available on My Training Dashboard, edit My Training Dashboard Web Part.

All tab displays all courses/training plans from the whole tenant in which user is a Learner regardless their statuses.

 

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  • Course Name – displays the title of the course/training plan;
  • Due Date – displays the due date of the course/training plan;
  • Progress – displays Learner’s completion status:
    • Not Started status – Learner has enrolled, but has not started the course/training plan;
    • In Progress status – Learner has started, but has not completed the course/training plan;
    • Completed status – Learner has completed the course/training plan.
  • Completion Date – displays the date of the course/training plan completion;
  • Actions – displays action buttons: Go to Course button mceclip18.png and Unenroll button mceclip19.png for courses with Not Started and In Progress statuses, Information button mceclip20.png (for Classroom & Blended and Webinar course types), and Retake Course button mceclip21.png for courses with Completed status and expiring or expired certificates.

If you click the Go to Course button, you will be redirected to the course or training plan site page. If you click the Unenroll button, you will be required to enter a cancellation message.

 

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Click OK button to confirm unenrollment or Cancel button to discard this action.

 

Please be aware: Learners that were enrolled in a course via AD group cannot unenroll from it. They will see a message notifying that you cannot unenroll from ету training because you were enrolled via AD group.

 

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Click the information button  to see the course sessions in which you are enrolled.

 

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If you click the retake course button, a confirmation message will appear.

 

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Click OK to restart the course/training plan or Cancel to discard this action.

When user clicks OK, his course/training plan status will be changed to Not Started (all courses included in a training plan also will have Not Started status) and he will have to retake all course items: Learning Modules, SCORMs/AICCs, Quizzes (their statuses will be changed to Not Started).

For Classroom & Blended and Webinar courses in which ‘Enroll user into a single course session’ option is selected, user will be able to choose one active course session to enroll into or will see a message notifying him that there are no active course sessions. If ‘Enroll user into all course sessions’ option is selected, user will be enrolled into all active course sessions or will see a tooltip notifying him that there are no active course sessions.

 

Completed Tab

Completed tab displays courses/training plans that Learner has completed:

 

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  • Course Name – displays the title of the course/training plan;
  • Completion Date – displays the date of the course\training plan completion.

NOTE: Completed ended courses are also displayed in this tab.

 

Ended Tab

By default, this tab is hidden. To make it available on My Training Dashboard, edit My Training Dashboard Web Part.

Ended tab displays Learner’s courses/training plans, which have been ended (regardless their completion status).

 

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  • Course Name – displays the title of the course/training plan;
  • Due Date – displays the due date of the course/training plan;
  • Date Ended – displays the date on which course/training plan has ended;
  • Progress – displays Learner’s completion status:
    • Not Started status – Learner has enrolled, but has not started the course/training plan;
    • In Progress status – Learner has started, but has not completed the course/training plan;
    • Completed status – Learner has completed the course/training plan.

Pending Tab

Pending tab displays courses/training plans in which Learner has enrolled but they are pending approval.

 

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  • Course Name – displays the title of the course/training plan;
  • Due Date – displays the due date of the course/training plan;
  • Actions – displays action button: Cancel button . If you click Cancel button, a Confirmation Message box will appear.

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Click Close to discard the action or enter the explanation for the cancellation and click OK. Your enrollment request will now be cancelled.

 

Certificates Tab

Certificates tab is divided into two tabs: Valid and Expired:

 

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  1. Valid tab displays courses with Valid and Expiring certificates.

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  • Course Name – displays the title of the course/training plan;
  • Certificate – to download earned certificates to your local computer, click Download Certificate icon (or Certificate Expiring icon). Certificate in .jpeg format will be downloaded.

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  • Status – displays certificate status. It can be Valid or Expiring;

Please be aware: Certificate Expiring status depends on the Certificate Expiry Reminder settings (set in the Email Notification Templates section). By default, 60/30/14/7 days before certificate expires are set, i.e. 60 days before certificate expiration, its status will be changed to Certificate Expiring (and a notification about that will be sent to a user).

  • Issued – displays certificate issued date;
  • Expiry – displays certificate expiry date;
  1. Expired tab displays courses with expired certificates:

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  • Course Name – displays the title of the course/training plan;
  • Certificate – to download earned certificates to your local computer, click Certificate Expired icon. Certificate in .jpeg format will be downloaded.

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  • Status – displays certificate status;
  • Issued – displays certificate issued date;
  • Expiry – displays certificate expiry date;

Please be aware: Deleted completed courses/training plans with certificates are shown in Certificates tab as well, but it is impossible to access these courses/training plans (their titles are not clickable).

 

Competencies Tab

Competencies tab is divided in three tabs: Valid, Revoked, and Planned:

 

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  1. Valid tab displays competency(ies) with the corresponding levels that Learner has been granted.

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  • Name – displays the title of the competency with its level;
  • Validity – displays the status of the competency;
  • Granted by – displays the title of the training by completion of which Learner has been granted this competency or the name of the person who has manually granted the competency via Learner List;
  • Achievement Date – displays the date on which the competency has been granted;
  • Revocation Date – displays the date on which the competency will be revoked.
  1. Revoked tab displays competencies that have been revoked from the Learner:

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  • Name – displays the title of the competency with its level;
  • Validity – displays the status of the competency;
  • Granted by – displays the title of the training by completion of which Learner has been granted this competency or the name of the person who has manually granted the competency via Learner List;
  • Revocation Date – displays the date on which the competency became revoked.
  1. Planned tab – displays training(s) and corresponding competency(ies) that will be granted to Learner when he completes the training:

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  • Course Name – displays the title of the course/training plan;
  • Competencies – displays the competency(ies) and corresponding levels that will be granted after the training completion;
  • Assignment Date – displays enrollment date;
  • Actions – displays action buttons: Go to Course button mceclip40.png and Unenroll button mceclip41.png for courses with Not Started and In Progress statuses, Information button mceclip42.png (for Classroom & Blended and Webinar course types).

CEUs Tab

CEUs tab is divided in three tabs: Earned, Planned, and All. Courses and training plans, in which CEUs are not provided, are not shown in My CEUs tab.

  1. Earned tab displays courses/training plans for the completion of which Learner has earned CEUs.

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Please be aware: Completed courses with CEUs are displayed inside corresponding Training Plan after Training Plan completion.

 

You can select a period of course/training plan completion by using Select Period option. Click the Select Period button mceclip44.png to select dates and Apply Dates button to filter courses/training plans by selected period or Clear Dates button to discard this action.

 

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Please be aware: By default, one-year period is selected in the Select Period section.

  • Course Name – displays the title of the course/training plan;
  • Date Earned – displays the date of course/training plan completion and earning CEUs. Dates are shown according to the regional settings of the current site;
  • CEUs – displays the number of CEUs earned for course/training plan completion;
  • Total CEUs – displays total amount of earned CEUs.

     2. Planned tab displays courses/training plans with CEUs that Learner will earn after their completion:

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  • Course Name – displays the title of the course/training plan;
  • CEUs – displays the number of CEUs provided by the course/training plan;
  • Total CEUs – displays total amount of planned CEUs.

     3. All tab – displays Not Started/In Progress/Completed Learner's courses/training plans with CEUs:

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  • Course Name – displays the title of the course/training plan;
  • Date Earned – displays the date of course/training plan completion and earning CEUs. Dates are shown according to the regional settings of the current site;
  • CEUs – displays earned CEUs (they are highlighted) and planned CEUs (they are grayed out);
  • Total CEUs – displays total amount of CEUs (Earned + Planned CEUs).

CEUs from deleted courses/training plans are displayed in CEUs tab as well, but it is impossible to access these courses/training plans (their titles are not clickable).

 

Please be aware: Earned CEUs are not updated even if in Edit course/training plan mode their number is changed/deleted.

 

Leaderboard Tab

Leaderboard tab displays top of Learners ranked by the number of earned CEUs (from the whole tenant). Learners without CEUs are not included in ranking.

Top 3 Learners are marked with colored badges (golden, silver and bronze). All the other Learners have black badges. Learner’s avatar is taken from user’s profile.

 

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Please be aware: If a user has different pictures in Office 365 and SharePoint profile, a picture from Office 365 profile will be displayed on Leaderboard. External users can see profile pictures of other external users of the same domain and SharePoint profile pictures; internal users will see pictures from SharePoint profiles and Office 365 (provided they have a configured Office 365 profile). 

Please be aware: Maximum 10 Learners are shown on Leaderboard.

Leaderboard tab is divided in 3 tabs: Weekly tab (displays top students according to the current week); Monthly tab (displays top students according to the current month); All Time tab (displays top students according to all time).

 

Dates are set according to the regional settings of the current site.

Please be aware: If some Learners have the same number of CEUs the learner who has first completed the course/training plan will be on top. 

 

Line Manager Dashboard mode

The Line Manager can observe and manage the training activity of their subordinates via the Line Manager Dashboard:

  • Navigate on My Training Dashboard.
  • Click the LMS365 Line Manager Dashboard button.

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Here you will find the full list of the reports you are working with as a Line Manager.

 

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To Learn more please follow to Line Manager Dashboard and its Capabilities

Managing Tabs

Course Administrators and Line Managers can manage My Training Dashboard Web Part tabs:

  1. Enter page Edit mode

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    2. Click the Settings icon in upper-right corner

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    3.  In the open menu choose the tabs to be displayed in My Training Dashboard web part by checking or unchecking corresponding checkboxes

 

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    4. Apply the changes or close the settings menu. The made changes will be displayed on a page with My Training Dashboard web part.

 

Managing Columns

Course Administrators and Line Managers can configure columns in all tabs of My Training Dashboard. For the sites created via installation of the LMS365 App, My Training Dashboard web part and link to it are added automatically.

In each tab of My Training Dashboard there is Settings icon using which you can choose columns to display in current tab

 

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Please be aware: In tabs that also include tabs (e.g. CEUs tab is divided into Earned, Planned, and All tabs), each of them has its own settings.

 

After clicking the Settings icon, you will be presented with the following screen

 

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Here you can select the columns to display in the list view. To change ordering, use drag-and-drop or the "up" and "down" buttons next to each column. Click Apply to save and apply the changes.

 

Please be aware: Start Date column in the Enrollment section displays date when course changed its status from ‘Not Started’ to ‘In Progress’. It is not displayed for course with ‘Not Started’ status.

 

Please be aware: Whilst editing Web Part you can switch to the Line Manager Mode of the Dashboard as well and choose columns to display.

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