Overview of the Line Manager Dashboard and its capabilities

Introduction

This article provides an overview of the Line Manager Dashboard and its capabilities. You'll see how line managers can observe and manage the training activity of their subordinates, view the data from a particular course catalog or all course catalogs, manage enrollment requests, view and download reports, filter or search for a training or user, manage user's enrollment and unenrollment, grant or revoke skills, import an external training data, and download certificates.

 

Find the Line Manager Dashboard

IMPORTANT   

To employ all features of the Line Manager Dashboard, you organization hierarchy must be set up with appropriate manager relationships. For more details about how to set up the organization hierarchy, see this article.

 

The line manager can observe and manage the training activity of their subordinates from the Line Manager Dashboard.

To go to the Line Manager Dashboard, the line manager follows the steps:

1. Navigate to My Training Dashboard.

2. From the left-menu of My Training Dashboard, select the Line Manager Dashboard link.

 

Line_Manager_dashboard_link.png

 

The line manager will be directed to the LMS365 Admin Center, LMS365 Line Manager Dashboard of the course catalog from which the line manager started their navigation. The name of this catalog will be listed in the catalog selector of the LMS365 Line Manager Dashboard.

 

the_line_manager_dashboard.png

 

 

Select the course catalog

From My Training Dashboard, the line manager is directed to the LMS365 Admin Center, LMS365 Line Manager Dashboard of the course catalog from which the line manager started their navigation. The name of this catalog will be listed in the catalog selector of the LMS365 Line Manager Dashboard.

If this is the only catalog the line manager has access to, there will be no other catalogs listed in the catalog drop-down list.

 

the_line_manager_dashboard.png

 

If the line manager has access to several course catalogs or all catalogs of the tenant, these catalogs will be listed in the catalog drop-down list and available for selection. In this case, All Catalogs option is available in the drop-down list. 

 

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The line manager will see a catalog in the catalog drop-down list if the line manager matches one of the following criteria:

  • A catalog admin of this catalog.
  • Added to the Users list of this catalog.
  • An LMS admin. In this case, the line manager will see listed all course catalogs of the tenant.

To change the catalog or view learning progress from all catalogs the line manager has access to, from the course catalog drop-down list, the line manager selects a relevant catalog or All Catalogs

When a single course catalog is selected, the line manager can track their subordinates' learning progress related to the current course catalog.

When All Catalogs is selected:

  • The line manager will see an aggregated summary of the subordinates' learning progress across all catalogs the line manager has access to.
  • Some actions of the Line Manager Dashboard will be unavailable, like for example, enrolling users in a course or training plan.

 

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Understand whether users on the page have access to the catalog

If a user listed on the LMS365 Line Manager Dashboard is shown with an icon icon.png next to their name, this means the user was neither added to the current course catalog via the Add or Invite User(s) option on the Users list from the LMS365 Admin Center nor via a separate course or training plan as a learner

So, this user doesn't have any learning progress information displayed on the LMS365 Line Manager Dashboard. As a result, when the line manager selects their name, all the action links are unavailable on the opened Direct Reports Administration panel.

To manage learning progress of these users, they must be added to the current catalog.

 

user_isn_t_added_to_catalog.png

 

Filter data on the Line Manager Dashboard page

Find and filter users

Via the Direct Reports selector

NOTE   

Users with disabled Azure Active Directory accounts aren't shown as subordinates on the LMS365 Line Manager Dashboard.

By default, in the Name column of the LMS365 Line Manager Dashboard page, the line manager tracks the list of their direct reports.

To bring forward the direct reports' subordinates list, the line manager will select Direct Reports' Subordinates from the drop-down list at the top bar. 

 

direct_reports_subordinates.png

 

Via the search field

NOTE   

Users with disabled Azure Active Directory accounts aren't shown as subordinates on the Line Manager Dashboard.

The line manager can find users by entering all or part of their name in the search field. The Name column is filtered accordingly. The result can be downloaded by selecting Export.

 

the_search_field__2_.png

 

Filter data by columns

The line manager can filter the LMS365 Line Manager Dashboard data by its columns, and then download the result by selecting Export.

When a single course catalog is selected, the line manager can track their subordinates' learning progress related to the current course catalog.

When All Catalogs is selected, the line manager will see the summary of the subordinates' learning progress across all catalogs the line manager has access to.

 

NOTE   

Users with disabled Active Directory accounts aren't shown as subordinates on the LMS365 Line Manager Dashboard.

 

The data on the LMS365 Line Manager Dashboard is displayed in these columns: Name, In Progress, Not Started, Completed, Overdue, Expired Certificates, CEUs.

 

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The columns on the LMS365 Line Manager Dashboard contain the following information:

 

NOTE   

LMS365 Line Manager Dashboard columns:

  • Include data on courses only, training plans aren't counted here. To get an overview of the user's progress an all courses and training plans, select a user and then View Learner's Progress. For the detailed information about how to read the individual learner's progress presented on the Learner's Progress dashboard with this data to be downloaded in the report, navigate to this article.
  • Don't include data on unpublished not completed courses because they aren't counted here.

 

  • Name. Displays the names of the users who are direct reports or subordinates of direct reports of the current line manager.

  • In Progress. Displays the number of published courses that users are currently enrolled in and have started (have the In Progress status in this course) but haven't yet completed the course.

  • Not Started. Displays the number of published courses that the users are currently enrolled in but haven't started yet (have the Not Stared status in this course).

  • Completed. Displays the number of courses that the users have already completed, regardless of whether the user is currently enrolled in this course, and whether the course is currently published. 

  • Overdue. Displays the number of published courses that the users are currently enrolled in, but haven't completed up to the set Due Date. Such courses are counted as Overdue with any completion status: Completed (meaning the user has completed the course after the due date), In Progress (meaning the user is still in progress with the course after the due date), or Not Started (the user hasn't started the course neither before nor after the due date). The line manager can use this section as a filter to search for users enrolled in courses with the Overdue status. 

  • Expired Certificates. Displays the users' expired certificates out of the total number of certificates acquired by this user. If a user has several expired certificates for a course or training plan, only the latest one is counted here. The line manager can use this section as a filter to see the list of users who have expired certificates.

  • CEUs. Displays CEUs earned by users.

 

To filter data on the page by the columns:

  • Select the column name to filter the data in alphabetical order (ascending A-Z or descending Z-A), or in numerical order (ascending or descending). 
  • Use the filter icon next to the relevant column to display a search field. For some columns, there will also be a selection of predefined options to filter by.

The line manager can filter data on the page using multiple filters at the same time. For example, filter users who are in a course catalog, and then filter them by CEUs.

 

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Filter by training 

The Filter by Training option enables the line manager to retrieve a list of users that:

  • Aren't enrolled in any course or training plan.
  • Are enrolled in a particular courses or training plans.

Filter_by_training_for_line_managers.png

 

Selecting Filter by Training opens the Filter by Course(s) & Training Plan(s) panel with multiple filters: by No Training, filter by publishing status, by course type, by date range. To get the list of relevant users, line manager can apply the relevant filter or combine several filters. 

 

Filter by No Training

Select Filter by No Training to get the list of users that aren't currently enrolled in any course or training plan.

The filtering will be applied to the users listed in the Name column on the Line Manager Dashboard page and only users that comply with the criteria of the set filter will be listed on the page. The line manager can download the filtered result in an Excel file by selecting Export on the Line Manager Dashboard page.

To reset the filters applied, select Reset.

 

Filtering_by_No_Training.png

 

Filter by publishing status and course type

By default, the Courses & Training Plans column contains all courses and training plans of the current course catalog.

To find the users who are enrolled in specific courses and training plans, can be done in one of the following ways or by combination of filters:

  • Select the checkbox of the relevant courses and training plans. 
  • Use the search field to find the relevant course or training plan. Search runs by training name, category, and tag. 
  • From the All Training drop-down list, line manager can narrow down the list of courses and training plans by filtering on publishing status (Published, Unpublished, Scheduled, Ended) and e-Learning, Instructor-Led Training, or Training Plan, or combine filters. The default setting is All Training.

Select Filter to apply the filter to the users listed on the Line Manager Dashboard page and only show users that are enrolled in the courses and training plans set in the filter. The line manager can download the filtered result in an Excel file by selecting Export.

 

filter_by_publishing_status_and_course_type.png

 

Filter by Date Range

To filter users, according to the courses and training plans they are enrolled in, that are started and not yet ended within a set date range, line manager will follow the steps:

1. On the Filter by Course(s) & Training Plan(s) panel, select Date Range.

2. From the opened Date Range panel, select the start and end dates from the calendar. The present date on the calendar is marked blue.

 

filter_by_date_range.png

 

To reset the applied Date Range filter, select the close icon near the Date Range filter.

In the Courses & Training plans column, you'll see the filtered course and training plans according to the set date range.

The filtered result of the courses and training plans depends on the type of course and training plan. 

For e-learning courses and training plans the filtered result depends on the start and end dates of the course or training plan and will include courses and training plans that live up to the following criteria:

  • Both the start and end dates of the course or training plan are within the set date range.
  • The start date of the course or training plan is within the set date range and the course or training plan doesn't have the end date set.
  • The course or training plan doesn't have the start date set, but the end date is within the set date range.
  • The course or training plan doesn't have the start or end date set.

The filtered result won't include courses and training plans that:

  • Are unpublished.
  • Have a start date earlier than the start date of the Date Range filter and the end date within the set date range of the filter.
  • Have a start date within the set date range and an end date later than the set date range.
  • Have start and end dates outside of the set date range.

For instructor-led training, the filtered result depends on the start and end dates of the sessions in the course. A course will be returned in the results when at least one session in the course has both start and end dates within the set date range.

The filtered result won't include courses that:

  • Have sessions with the start date within the set date range, but an end date is later than the set date range.
  • Have sessions with the end date within the set date range, but a start date is earlier than the set date range.
  • Have no sessions.

3. Under the Course & Training Plans column, from the list of the filtered courses and training plans, select the relevant courses or training plans to further filter users. To select all courses and training plans, select the Name checkbox.

4. Select Filter.

The users on the LMS365 Line Manager Dashboard will be filtered accordingly. All users that are enrolled in the selected courses are listed in the results regardless of the sessions they're enrolled in. This is also the case if the users are still not enrolled in any session, but only in the course.

The line manager can download the filtered result in an Excel file by selecting Export. The report will display information in the language of your browser, if this language is supported by LMS365. Otherwise, it will be displayed in English (United States).

 

Filter by training and skill

From within the Filter by Course(s) & Training Plan(s) panel, the line manager can, additionally, filter by skills to:

  • Find users that are enrolled in one or more courses and training plans that grant one or more particular skills.
  • Find users that are enrolled in one or more courses and training plans that don't grant any skills.

The line manager uses the Skills filter within the Filter by Course(s) & Training Plan(s) panel in the following way:

1. From the LMS365 Line Manager Dashboard, select Filter by Training.

2. This opens the Filter by Course(s) & Training Plan(s) panel. From here, select the Skills filter.

 

skills_filter.png

 

3. This opens the Filter by Skills panel. From here, select the relevant skills by:

  • Selecting the relevant skills from the Skills tab. Here, all the skills in the current catalog are listed. 
  • Searching in the Search field for the relevant skills. The search runs by the name, category, or tag. Then, from the search result, select the relevant skills.
  • Selecting the Filter by No Skills option at the bottom of the panel. This'll show courses and training plans that won't grant a skill. 
  • To select all skills displayed in the Skills tab, select the Name checkbox.

filter_by_skills__2_.png

 

4. Select Filter on the Filter by Skills page to filter courses and training plans on the Filter by Course(s) & Training Plan(s) panel according to the selected skills. 

Select Filter by No Skills to filter courses and training plans that won't grant any skills.

The filtered courses and training plans will be displayed in the Courses & Training Plans column.

The Skills filter icon will now be blue, meaning that the listed courses and training plans are filtered according to a set filter. The line manager can select Skills to go back to the Filter by Skill panel.

5. From the Courses & Training Plans column, select the courses and training plans to further filter users. To select all the courses and training plans in the column, select the Name checkbox.

6. Select Filter to apply the set filters to the users that are enrolled in the courses and training plans selected in the filter that grant skills set in the filter.

The line manager can download the filtered result in an Excel file by selecting Export.

 

Users administration

Actions on the Direct Reports Administration panel

The line manager subordinates that are given access to a catalog, a course, or a training plan will be listed on the LMS365 Line Manager Dashboard and can be managed. The line manager subordinates that don't line up with this criteria are listed with a special icon and can be managed only after they're added to the relevant course catalog.

Selecting a user, allows the line manager to perform a series of actions from the opened Direct Reports Administration panel:

  • View Learner's Transcript.
  • View Learner's Progress.
  • Enroll in Course(s) & Training Plan(s).
  • Unenroll from Course(s) & Training Plan(s).
  • Unenroll from all Course(s) & Training Plan(s).
  • Enrollment Requests approval.
  • Download Certificate(s).
  • Import external training records.
  • Grant Skill.
  • Revoke Skill.

 

Line manager may find some actions on the Direct Reports Administration panel as inactive for the following reasons:

  • The action isn't allowed for multiple users.
  • The action requires a single course catalog to be selected.
  • One or more selected users are outside of the selected course catalog.

actions_are_unavailable.png

 

The LMS admin can limit management capability of the line manager to enroll and unenroll users in courses and training plans, grant and revoke skills, and import external training data.

In such a case, from the opened Direct Reports Administration panel, the line manager can perform the following actions: 

  • View Learner's Transcript.
  • View Learner's Progress.
  • Enrollment Requests approval.
  • Download Certificate(s).

several_actions_available.png

 

View Learner's Transcript

The View Learner's Transcript action is available for an individual user only.

In the View Learner's Transcript section, the line manager can view the user's learning progress information, certificates, and skills with the possibility to export this information to a PDF file. The user's transcript PDF file supports multiple languages characters.

To view transcript of a user, the line manager follows the steps:

1. Select the relevant user on the LMS365 Line Manager Dashboard.

2. From the opened Direct Reports Administration panel, select View Learner’s Transcript.

3. This brings forward the Transcript for the learner panel. Here, select the relevant tab: Courses, Certificates, Skills.

On each tab, the line manager can select Export to PDF to download the user's transcript to the local device.

 

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Courses

On the Courses tab, the line manager finds information in the following columns:

Training Name. The column contains the names of the courses and training plans that the user is enrolled in and unenrolled from, as well as the name of imported training:

  • If a user is enrolled in the training and has more than one attempt to complete the training, the line manager will see the training name listed as many times as many attempts the user has for this training along with the statuses: Completed (with the completion date in the Completion Date column), In Progress, Not Started. 
  • If a user is unenrolled from the training, only the Completed statuses for this training will be listed in the transcript along with the training name. The In Progress and Not Started statuses for this training aren't included in the transcript.

courses_that_are_completed_and_not_started.png

 

 

Status. The progress status of the user's attempt to complete the training: Completed, In Progress, Not Started. The line manager can sort the column according to the status selecting the Status column title.

  • If a user is enrolled in the course or training plan and has more than one attempt to complete the training, the line manager will see all the attempts statuses listed in the Status column: Completed (with the completion date in the Completion Date column), In Progress, Not Started
  • If a user is unenrolled from the course or training plan, only the Completed status for this training will be listed in the transcript. The In Progress and Not Started statuses for this training aren't included in the transcript.

Completion Date. The completion date for the completed attempt of the course or training plan.

CEUs. The number of CEUs for each course or training plan. The received CEUs for the completed training are green. The planned CEUs are marked with an asterisk.

At the page bottom, the line manager finds the total CEUs numbers that are Earned (green color)/Planned (marked with an asterisk)/Total CEUs.

The line manager can sort each column by selecting its title.

 

Certificates

On the Certificates tab, the line manager finds the information in the columns:

Training Name. The courses and training plans that the user's certificates relate to.

  • If a user is enrolled in the training and has several attempts to complete the training, the training name will be listed separately for each attempt along with the certificates' statuses associated with this attempt: Valid, Expired, Planned, Expiring.
  • If a user is unenrolled from the training, only the Valid, Expiring, and Expired certificate statuses for this training will be listed in the transcript. The Planned certificate status for this training isn't included in the transcript.

Status. The certificate's status: Valid, Expired, Planned, Expiring.

Issued Date. The issue date of the certificate.

Expiry Date. The expiry date of the certificate (if set).

The line manager can sort each column by selecting its title.

 

certificates_statuses.png

 

Skills

On the Skills tab, the line manager finds the columns with the following information:

Skills. Displays the title of the skill and its level.

The skill with a certain level can be listed several times in the following cases:

  • If the skill with a certain level is associated with different courses, training plans, and persons that are listed in the Granted by column.
  • If a user has several attempts to complete the course or training plan, where each attempt has its own separate skill status. If the user is enrolled in the training, all the relevant skill statuses can be tracked in the transcript: Valid, Revoked, Planned. If the user is unenrolled from the training, only the Valid and Revoked skills statuses can be tracked in the transcript.

The_skills_tab.png

 

Granted by. Displays the following information:

  • The name of the person who has manually granted the skill from the Users panel or Line Manager Dashboard without the user being enrolled in a specific training. The line manager can contact this person via email by selecting their name if the name is an active link.
  • The training title this skill is related to. If the training link is blue, the line manager can select it and will be redirected to the training home page. If the training link is grey meaning the training is deleted, ended, or unpublished.

Status. Displays the status of the skill: Valid, Revoked, or Planned.

Achievement Date. The date when the skill was granted.

Revocation Date. The date when the skill was revoked (if set).

 

View Learner's Progress

The View Learner's Progress action is available for an individual user only.

To view the user's training progress, the line manager follows the steps:

1. Select the relevant user on the LMS365 Line Manager Dashboard.

2. From the Direct Reports Administration panel, select the View Learner’s Progress action link.

3. On the opened Progress panel, the line manager has the overview of the course and training plan progress of the selected user.

 

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From the Progress panel, line manager can:

  • See full details of a specific user's learning progress. For more information about how to read user's progress, see this article.
  • Download user's progress information in the Excel file by selecting Download Report. An excel document will automatically be downloaded to line manager's device. For more information about how to read the report, see this article.
  • Manage user's certificate.

To download or delete certificates for the existing, imported external training, or already deleted courses and training plans, the line manager follows the steps:

1. Select the required course or training plan.

2. Select the eye icon. From the opened panel, select the relevant action icon: download or delete.
If a user has more than one certificate, the list of all the user's certificates will be displayed.

 

List_of_certificates.png

 

 

Enroll in Course(s) and Training Plan(s)

To enroll users in courses and training plans, the line manager follows the steps:

1. Select the relevant learner on the LMS365 Line Manager Dashboard.

2. From the opened Direct Reports Administration panel, select the Enroll in Course(s) & Training Plan(s) action. This opens the Enroll in Course(s) & Training Plan(s) panel.

3. Expand Learner(s) to Enroll to see the selected users. By default, the list is collapsed. Line manager can delete the users from this list, if required.

4. On the Enroll in Course(s) & Training Plan(s) panel, in the Name column select the relevant course or training plan.

It's possible to select only one course or training plan to enroll a user in at a time.

 

NOTE   

  • If a course or training plan is unpublished or the Show in Course Catalog option is disabled, it won't be shown in the Name column.
  • The course with a targeted audience won't be shown in the Name column if Course Targeting is enabled from the Global Settings. Additionally, the line manager isn't the course admin or instructor in this course, not in the target audience of the course, or the line manager isn't the catalog admin.
  • The course with a targeted audience will be shown in the Name column if Course Targeting is disabled in Global Settings. For more information on course targeting, refer to this article.
  • The course with a targeted audience will be shown in the Name column if Course Targeting is enabled from the Global Settings. Additionally, the line manager must be the course admin or instructor in this course, or catalog admin, or the line manager must be in the target audience of the course. For more information on course targeting, refer to this article.

 

To narrow down the search of the courses and training plans, the line manager can filter courses and training plans by using the Date Range filter (specifying the start and end dates), the filter by training type (e-Learning, Instructor-Led Training, or Training Plan), publishing status (Published, Unpublished, Ended, or Scheduled), and skill, or using the search field.

 

enrolling_user_in_a_course.png

 

5. Select Enroll to enroll the users in the selected course and training plan.

The selected users will be added as learners to the corresponding courses and training plans, and they'll be enrolled in all unlocked courses of a training plan. The enrolled users will receive relevant notifications depending on the course type. For more information about notifications, see this article.

 

Unenroll from Course(s) and Training Plan(s)

To unenroll users from selected courses or training plans of the current catalog, the line manager will follow the steps:

1. Select relevant users on the LMS365 Line Manager Dashboard.

2. From the opened Direct Reports Administration panel, select Unenroll from Course(s) & Training Plan(s).

3. Expand Learner(s) to Unenroll to see the selected users. By default, the list is collapsed. Here, the line manager can delete users to correct the selected list of users if required.

4. In the Courses & Training Plans column, line manager can track a list of training where the selected users are enrolled in. If several users are selected, only training where all of them are enrolled in are displayed in the list. Select the relevant courses and training plans to unenroll the users from. To select all courses and training plans in the column, select the Name checkbox.

To narrow the search for the relevant training, line managers apply filters.

To narrow down the search of the courses and training plans, the line manager can filter courses and training plans by using the Date Range filter (specifying the start and end dates), the filter by training type (e-Learning, Instructor-Led Training, or Training Plan), publishing status (Published, Unpublished, Ended, or Scheduled), and skill, or using the search field.

 

unenrolling_learners.png

 

5. Select Unenroll.

As a result, the selected learners will be removed from the corresponding courses and training plans, enrollment requests will be cancelled, learners will receive notifications about cancelled enrollments, and calendar invites will be deleted.

 

NOTE   

When line manager tries to unenroll learners who were originally enrolled via an Azure Active Directory group, a notification (under the bell icon) will inform them that this can't be carried out. In the notification, select the Details link to view the courses and training plans in which the learner is enrolled via an AAD group. 

 

users_enrolled_via_AAD_group.png

To unenroll these learners from courses and training plans, catalog admin can do one of the following:

 

Unenroll from all Courses and Training Plans

To unenroll users from all courses and training plans of the current catalog, the line manager follows the steps:

1. Select the relevant user on the LMS365 Line Manager Dashboard.

2. From the opened Direct Reports Administration panel, select Unenroll from all Courses & Training Plans.

3. In the Confirmation window, select OK to proceed. Select Cancel to cancel the action.

The selected learners will be removed from the corresponding courses and training plans, enrollment requests will be cancelled, learners will receive notifications about cancelled enrollments, and calendar invites for instructor-led training will be deleted.

 

NOTE   

When line manager tries to unenroll learners who were originally enrolled via an Azure Active Directory group, a notification (under the bell icon) will inform that unenrollment can't be carried out. In the notification, select the Details link to view the courses and training plans in which the learner is enrolled via an AAD group.

 

Unenroll_users_from_all_training.png

 

Enrollment Requests approval

By default, the line manager will see the pending enrollment approval from the direct reports only. To view the requests from both the direct reports and from the subordinates of the direct reports, the line manager will filter the users in the Name column by selecting Direct Reports' Subordinates from the drop-down menu on the LMS365 Line Manager Dashboard.

The Enrollment Requests icon with the number of requests will be displayed in the top right-hand corner of the LMS365 Line Manager Dashboard.

The line manager can select the Enrollment Requests icon to filter the users with requests. 

 

Requests_approval.png

 

To approve or reject enrollment requests, the line manager follows the steps:

1. On the LMS365 Line Manager Dashboard, select the icon with the number, as in the image above.

2. From the filtered list of users, select the relevant user in the Name column or the icon with the number near this user. This is the number of requests from this user.

3. From the opened Direct Reports Administration panel, select Enrollment Requests.

 

selecting_approve_enrollments.png

 

4. On the opened Enrollment Requests panel, select the relevant request to the course or training plan title to activate the Approve and Reject buttons.

 

approve_or_reject_enrollments.png

 

  • To approve enrollment requests, select Approve.

As a result, the user will be enrolled:

  • In the requested e-learning course.
  • In the instructor-led training: in the instructor-led training if the request was only to enroll in course without a special session request, in all sessions for the Enroll user into all course sessions enrollment type, all requested sessions for the Enroll user into multiple course sessions enrollment type, in the requested session for the Enroll user into a single course session enrollment type.

 

NOTE   

If a user's request contains sessions with vacant seats and a waiting list, the line manager will be able to approve only the sessions with vacant seats. The waiting list can be approved only by the course admin.

 

  • To reject the enrollment requests, select Reject. Enter the reject message and select Reject in the confirmation dialog.

 

The Enrollment Request panel contains the following columns:

  • Course name. Displays the name of the course or training plan for which the user has requested enrollment.
  • Course type. The type of course or training plan for which the user has requested enrollment.
  • Sessions Start Date & Location. It is empty for an e-learning course, a training plan, or an instructor-led training if the request was only to enroll in a course without a specific session request. For the other instructor-led training requests, line manager can track: Multiple Sessions for the Enroll user into multiple course sessions enrollment type; All Sessions is displayed for the Enroll user into all course session enrollment type; the date and time, and the session URL for the Enroll user into a single course session enrollment type.

 

Download Certificate

To download certificates of the users, the line manager follows the steps:

1. Select the relevant users on the LMS365 Line Manager Dashboard. 

2. From the Direct Reports Administration panel, select Download Certificate(s). Under Notifications (the bell icon), line manager will see the progress of preparing an archive with the users' certificates.

3. Select the link to download certificates to the local device.

 

Downloading_certificates.png

 

Certificates will be downloaded in the .zip file to the line manager's device. Certificates will be grouped by users (folders with users’ names). Each folder contains user’s certificates with Valid, Expiring, or Expired statuses. All certificates are downloaded in PDF format.

 

Import External Training 

The line manager can import training records both into courses that are already in the catalog and new ones. When importing into an existing course, a new enrollment will be created if a user has completed the course. Otherwise, completion will be added to a current enrollment. Enrollment with the most recent completion date will be visible for a user on the course home page. All enrollments are still tracked from My Training Dashboard and in the transcript.

 

To import an external training record for an individual user, the line manager follows the steps:

1. Select the relevant user on the LMS365 Line Manager Dashboard.

2. From the opened Direct Reports Administration panel, select Import.

3. On the Import External Training panel, complete the fields:

  • The Course field is required. In the Course field, line manager can select an existing course in the catalog from the drop-down list or enter the title of a new course.

 

  • The Course Type filed. If line manager enters the title of a new course in the Course field, they will set the course type (e-Learning, Instructor-Led Training) in the Course Type field. If the line manager enters the title of the existing course, the Course Type field will be inactive.

 

  • The Categories field isn't required. If the line manager enters the title of a new course in the Course field, the Categories field will be active, and the line manager may select the category to the course from the drop-down list of the existing categories or create a new one. If the line manager entered the title of the existing course in the Course filed, the Categories field will be inactive.

 

  • The Completion Date field is required. Select the calendar icon to call out the calendar. In the calendar, select the date of the course completion. The present date is marked blue.

 

  • The CEUs field isn't required. Here, the line manager may specify the number of CEUs granted to the user.

imorting_the_external_data.png

 

4. When all the required fields are completed, select Next to proceed.

5. To upload or generate a certificate for this course, select from the following options:

  • Under Upload Certificate, select Upload to upload a certificate from the local device in the following formats: JPEG, BMP, GIF, PNG, and PDF.
  • Select the certificate template to generate the certificate in the drop-down menu under or generate it from Certificate Template.

In the Expiry Date field, select the calendar icon to call out the calendar. In the calendar, select the date of the certificate expiration. The present date is marked blue. 

 

Saving_the_imported_data.png

 

6. Select Save to complete the process of external training data import.

Users won't receive notifications when external training records are imported. If the imported training record has an associated certificate with a set expiry date, the user will receive the Certificate Expiry Reminder and Certificate Expiry notifications. 

The imported training data will be displayed on My Training Dashboard, on the LMS365 Line Manager Dashboard, and the Users panel via View Learner's Transcript and View Learner's Progress, and in the Training Reports that include Deleted courses.

The imported training records won't be displayed in the catalog and on the Training Management panel in the LMS365 Admin Center.


If a certificate is imported into an existing course, where the user is enrolled in (with the Enrolled or Cancelled statuses) and the enrollment date is later than certificate issue date, the user won't see this certificate on My Training Dashboard.

 

Grant Skill

NOTE   

The skills granted via Grant Skill won't be associated with a specific course or training plan. Users can track these skills from My Training Dashboard.

 

To grant skill to the users, the line manager will follow the steps:

1. From the LMS365 Line Manager Dashboard, select the relevant users. To select all the users in the list, select the Name checkbox.

2. From the Direct Reports Administration panel, select Grant Skill.

3. On the opened Grant Skill panel, complete the fields:

  • In the Skills field, left-click to call the drop-down list of all the existing skills in the present catalog and select the relevant skills.

 

NOTE   

The line manager can select multiple skills. However, the line manager can't select the same skill with different scale levels.

 

granting_skills.png

 

  • In the Revocation Date field, left-click to select the date from the calendar to schedule the skill revocation date. This field is optional.

4. To view and correct the list of the selected users, select the expand arrow of Learners to Grant Skill.

Here, by selecting the cross icon, the line manager can delete users that aren't relevant any more to the selected skills granting. 

To close the list, select Learners to Grant Skill.

5. Select Grant to grant skills to the selected users.

 

Revoke Skill

To revoke skill from the users, the line manager will follow the steps:

1. From the LMS365 Line Manager Dashboard, select the relevant users. To select all the users in the list, select the Name checkbox.

2. From the Direct Reports Administration panel, select Revoke Skill.

3. From the opened Revoke Skill panel, select the skills to revoke. To select all the skills in the list, choose the Name checkbox.

If several users are selected, only the skills that have all these users will be listed in the Name column.

 

revoking_skills.png

 

4. To see and correct the list of the selected users, select Learners to Revoke Skill.

The list of the selected users will open. Here, by selecting the cross icon, the line manager can delete users that aren't relevant any more to the selected skills revocation. 

To close the list, select Learners to Revoke Skill.

5. Select Revoke to revoke the selected skills from the selected learners.

After revocation, the selected skills acquire the Revoked status. 

 

Export data 

The line manager can download data from the LMS365 Line Manager Dashboard page using the export function. Select Export to download the data in the current view. This means, that if the line manager has applied filters to the page, they will only download the data that has been returned as a result of filtering.

The exported data will be downloaded to the local device as an Excel file. The report will display information in the language defined by the browser settings, if this language is supported by LMS365. Otherwise, it will be displayed in English (United States).

 

the_export_function.png

 

 

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