Overview of the Line Manager Dashboard and its capabilities

Introduction

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

 

Find the Line Manager Dashboard

IMPORTANT   

In order to employ all features of the Line Manager Dashboard, you need to have your organization hierarchy set up with appropriate manager relationships.

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) Selects Line Manager Dashboard from the left-menu of My Training Dashboard.

 

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The line manager will be directed to the LMS365 Admin Center, LMS365 Line Manager Dashboard.

 

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Here, the line manager can find the list of the direct reports and those who directly report to the subordinates.

NOTE   

Users with disabled Azure Active Directory accounts are not shown as subordinates on the Line Manager Dashboard.

At the top-bar of the dashboard, the line manager can filter the learners:

  • Direct Reports – Will bring forward a list of users who are managed by and report directly to the line manager.
  • Direct Report’s Subordinates – Will bring forward a list of subordinates who are managed by the line manager's direct reports.

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Select the course catalog

All data displayed on the LMS365 Line Manager Dashboard is related to the current course catalog.

To change the course catalog or view the data from all course catalogs, from the Course Catalog drop-down list at the top of the page, the line manager selects the relevant course catalog. The line manager can view listed only those course catalogs they have access to.

 

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When All Catalogs is selected:

  • The line manager will see an aggregated summary of direct reports across all course catalogs.
  • Some actions of the Line Manager Dashboard are unavailable.

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Understand whether users on the page have access to the course catalog

Sometimes, users listed on LMS365 Line Manager Dashboard are not added to the current course catalog. Therefore, they cannot be managed if the line manager selects their name. First, they need to be added to the current course catalog to manage their learning.

To mark, whether this is the case for a user, these users have an icon next to their name icon.png on the LMS365 Line Manager Dashboard page.

 

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Filter data on LMS365 Line Manager Dashboard page

Filter data via the search field

The line manager can find learners 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. 

 

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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. 

 

NOTE   

Users with disabled Active Directory accounts are not shown as subordinates on the LMS365Line 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 data:

 

NOTE   

LMS365 Line Manager Dashboard columns:

  • Include data on courses only, training plans are not counted here. To get an overview of the learner's progress an all courses and training plans, select a learner and then the View Learner's Progress option. For the detailed information about how to understand the learner's progress on the LMS365 Line Manager Dashboard, navigate to this article.
  • Don't include data on unpublished not completed courses because they are are not counted here.
  • Name – Displays the names of the learners who are direct reports or subordinates of direct reports.
  • In Progress – Displays the number of published courses that learners are currently enrolled in, and have started (have the In Progress status in this course) but have not yet completed the course.
  • Not Started – Displays the number of published courses that the learners are currently enrolled in, but have not started yet (have the Not Stared status in this course).
  • Completed – Displays the number of courses that the learners have already completed, regardless of whether the learner is currently enrolled in this course, and whether the training is currently published. 
  • Overdue – Displays the number of published courses that the learners 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 learner has completed the course after the due date), In Progress (meaning the learner is still in progress with the course after the due date), or Not Started (the learner 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 learners' expired certificates out of the total number of certificates acquired by this learner. If a learner 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 direct reports who have expired certificates.
  • CEUs – Displays CEUs earned by learners.

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 columns at the same time. For example, filter learners who are in a course catalog, and then filter them by CEUs.

 

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Filtering by training 

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

  • Are not enrolled in any course or training plan.
  • Are enrolled in a particular course(s) or training plan(s).

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Selecting the Filter by Training option will open the Filter by Course(s) & Training Plan(s) panel. From here, line manager can apply different filtering options:

  • Filter by No Training

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

The filtering will be applied to the users listed 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.

 

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  • Filter by publishing status, e-Learning, Instructor-Led Training, or training plan.

To filter users, according to the courses and/or training plans they are enrolled in, select the checkbox of the relevant course(s) and/or training plan(s). 

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

 

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The line manager can use the search box to find the relevant course or training plan (search runs by name, category, and tag). 

From the All Training drop-down list, the line manager can narrow down the list of courses and training plans by filtering on publishing status (Published, Unpublished, Scheduled, Ended) and/or e-Learning, Instructor-Led Training, or Training Plan. 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 Date Range

To filter users, according to the courses and/or training plans they are enrolled in, that are started and not yet ended within a specific date range, select Date Range within the Filter by Course(s) & Training Plan(s) panel.

The Date Range panel will open, and from here, and the line manager can select the date range from the calendar. The date on the calendar, which is marked blue, is the present date.

 

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

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 does not have the end date set.
  • The course or training plan does not have the start date set, but the end date is within the set Date Range
  • The course or training plan does not have the start or end date set.

The filtered result will not 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 session(s) 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 will not 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.

Under the Course & Training Plans tab, from the list of the filtered courses, select the relevant course(s) and select Filter. The learners on the LMS365 Line Manager Dashboard will be filtered accordingly. All learners that are enrolled in the selected course(s) are listed in the results regardless of the sessions they are enrolled in. This is also the case if the learners 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.

 

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 learners that are enrolled in one or more course(s) and/or training plan(s) that grant one or more particular skill(s).
  • Find learners that are enrolled in one or more course(s) and/or training plan(s) that don't grant any skills.

The line manager use 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 will open the Filter by Course(s) & Training Plan(s) panel. From here, select the Skills filter.

 

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3. This will open the Filter by Skills panel. From here, select the relevant skill(s) by:

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

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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 set 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 course(s) and/or training plan(s) 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 course(s) and/or training plan(s) 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

All users that are given access to a course catalog, a course, or a training plan will be listed on the LMS365 Line Manager Dashboard. Selecting the relevant user(s), 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.

NOTE   

Some actions on the Direct Reports Administration panel can be inactive for the following reasons:

  • The action is not allowed for multiple learners.
  • The action requires a single course catalog to be selected.
  • One or more selected learners are outside the selected course catalog.

 

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View Learner's Transcript

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

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

To view transcript of a learner, follow the steps:

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

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

 

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3) This will bring 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 learner's transcript to the local device.

 

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

Training Name—The column contains the names of the training that the learner is enrolled in and unenrolled from, as well as the name of imported training.

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

 

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

  • If learner is enrolled in the training 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 learner is unenrolled from the training, only the Completed statuses for this training will be listed in the transcript. The In Progress and Not Started statuses for this training are not included in the transcript.

Completion Date —The completion date for the completed attempt of the training.

CEUs—The number of CEUs for each training. 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 clicking its title.

 

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

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

  • If the learner 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.
  • If learner is unenrolled from the training, only the Valid and Expired certificate statuses for this training will be listed in the transcript. The Planned certificate status for this training is not included in the transcript.

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

Issued Date—The issue date of the certificate.

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

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

 

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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 learner was granted or planned to be granted.

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/or persons that are listed in the Granted by column.
  • If learner has several attempts to complete the training, where each attempt has its own separate skill status. If the learner is enrolled in the training, all the skill statuses will be listed in the transcript: Valid, Revoked, Planned. If the learner is unenrolled from the training, only the Valid and Revoked skills statuses can be tracked in the transcript.

 

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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 learner being enrolled in a specific training. The line manager can contact this person via email by clicking their name.
  • 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—it is disabled because 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 applicable).

 

View Learner's Progress

To view the learner's training progress:

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

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

 

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

 

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From the Progress panel, line manager can:

  • See full details of a specific learner's progress on all courses and training plans. Please see details on the dashboard view of learner's progress in this article.
  • Export learner's progress information in the Excel file by selecting Download Report. An excel document will automatically be downloaded to line manager's device. Please see details on the Excel view of learner's progress in this article.
  • Manage learner's certificate.

NOTE   

To download or delete certificates (if there are any) for the existing, imported external training, or already deleted courses/training plans:

1) Select the required course/training plan.

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

 

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

To enroll learner(s) in courses or training plans:

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.

 

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3) On the opened Enroll in Course(s) & Training Plan(s) panel, the line manager finds the list of all available courses and training plans in the current course catalog.

 

NOTE   

  • It is possible to select only one course or training plan to enroll a learner in at a time.
  • If a course/training plan is unpublished or the Show in Course Catalog option is disabled, it will not be shown in the Name column.
  • The course with a targeted audience will not be shown in the Name column if Course Targeting is enabled from the Global Settings. Additionally, the line manager is not the course admin or instructor in this course, not in the target audience of the course, or the line manager isn't the course 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 course 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.

 

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4) At top of this list, under Learner(s) to Enroll, the selected learner(s) will be listed (by default, the list of selected learners is collapsed). Here, the line manager can clear them, if required.

The line manager can filter courses and training plans by specifying Date Range (Start and End dates), using 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.

5) Select the relevant course or training plan in the Courses & Training Plans column.

It is possible to select only one course or training plan to enroll a learner in at a time.

 

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6) Select Enroll to enroll the learner(s) in the selected course or training plan.

The learner(s) will be added to the learners group of the corresponding course or training plan (the learner(s) will be enrolled in all unlocked courses of a training plan). Learners will receive a Course/Training Plan Enrollment Confirmation and appointments for courses of the Instructor-Led Training of the Enroll user into all course sessions enrollment type.

If the learner(s) has been enrolled in a course that has the Enroll user into a single- or multiple- course session enrollment type, the learner(s) will receive a Course Session Selection Request notification.

 

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

To unenroll learner(s) from selected courses or training plans of the current course catalog, follow the steps:

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

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

 

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3) On the opened Unenroll from Course(s) & Training Plan(s) panel, to unenroll the learners, follow the steps:

1. In the Learner(s) to Unenroll section, the selected learners are listed. Expand the Learner(s) to Unenroll section to review and correct the list if required.

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

 

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4) Select Unenroll.

Learner(s) will be removed from the learners group of the corresponding courses and training plans, enrollment requests will be cancelled, learners will receive the notifications on cancelled enrollment, and appointments for the Instructor-Led Training will be deleted.

NOTE   

If learners were enrolled in the training via an Active Directory group, it is impossible to unenroll them via this method (a warning message will appear).

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

The line manager can filter training by specifying Date Range (Start and End dates period), using filter by training type (e-Learning, the Instructor-Led Training, or Training plan), publishing status (Published, Unpublished, Scheduled, Ended), skills, or using the search field.

 

Unenroll from all Courses and Training Plans

To unenroll learner(s) from all courses and training plans of the current course catalog:

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

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

 

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

 

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Learner(s) will be removed from the learners group of the corresponding courses and training plans, enrollment requests will be cancelled, learners will receive the notifications on cancelled enrollment, and appointments for the Instructor-Led Training will be deleted.

 

NOTE   

There can be several reasons why the unenrolling process can't be carried out:

  • If the learner has already completed the course.
  • If the option Unable to unenroll is enabled.
  • If the learner is a member of an Azure Active Directory group.

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Enrollment Requests approval

If the line manager has pending enrollment requests, 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. 

 

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To approve/reject enrollment requests:

1) Select the relevant learner in the Name column or the icon with the number. This is the number of requests from this learner.

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

 

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3) On the Learner Enrollment Requests panel, select the relevant request to the course/training plan title to activate the Approve and Reject buttons:

  • To approve enrollment requests, select Approve.

As a result, the learner will be enrolled: in the requested e-learning course; in the Instructor-Led training - 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 learner'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 administrator.

 

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

 

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The Enrollment Request panel contains the following columns:

  • Course name – Displays the name of the course or training plan for which the learner has requested enrollment.
  • Course type – The type of course/training plan for which the learner has requested enrollment.
  • Sessions Start Date & Location – Information depends on the Instructor-Led enrollment type:

Multiple Sessions is displayed 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.

NOTE   

  • The Session Start Date & Location column will be empty if the request is for a training plan or e-Learning course.
  • The imported training will be displayed on the dashboard and in the reports on the Deleted courses.

 

Download Certificate

To download certificates of the learner(s) the line manager:

1) Selects the relevant learner on the LMS365 Line Manager Dashboard.

2) From the Direct Reports Administration sidebar, selects Download Certificate(s) action. In the Notifications center line manager will see the progress of preparing an archive with the learner(s) certificates.

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

 

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Certificates will be downloaded in the .zip file to the line manager's device. Certificates will be grouped by learners (folders with learners’ names). Each folder contains learner’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 course catalog and new ones. When importing into an existing course, a new enrollment will be created if a learner has completed the course. Otherwise, completion will be added to a current enrollment. Enrollment with the most recent completion date will be visible for learner on course home page. All enrollments are still tracked from dashboard and transcript.

To import an external training record for an individual learner:

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

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

 

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3) On the Import External Training panel, fill in the fields:

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

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  • The Course Type filed. If line manager enters the title of a non-existing course in the Course field, the line manager has to 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.

 

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  • The Categories field is not required. If the line manager enters the title of a non-existing 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.

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  • 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. 

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  • The CEUs field is not required. Here, the line manager may specify the number of CEUs granted to the learner.

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4) Select Next to proceed to the next page of the form.

If a required field is not filled in, the line manager will not be able to proceed and have to complete the field.

5) If line manager needs to upload or generate a certificate for this learner on this course, select from the following options:

  • Under Upload Certificate, the line manager can upload a certificate from the local device in the following formats: JPEG, BMP, GIF, PNG, and PDF.
  • The line manager can 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. 

 

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

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 reports grouped by the Deleted courses.

The imported training records will not be displayed in the course catalog and on the Training Management panel in the LMS365 Admin Center.
If a certificate is imported for an existing course, where the learner is enrolled in (with the Enrolled or Cancelled statuses) and the enrollment date is less than certificate issued date, the learner will not see this certificate on My Training Dashboard.

 

Grant Skill

IMPORTANT   

The skill(s) granted via Grant Skill will not be associated with a specific course or training plan. Users can track these skills from My Training Dashboard.

To grant skill to the learner(s), follow the steps:

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

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

 

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3) On the opened Grant Skill sidebar, fill in the fields:

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

 

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

 

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4) To see the selected learners, click Learners to Grant Skill.

The list of the selected learners will open. Here, by selecting the cross icon, the line manager can delete learners that are not relevant any more to the selected skills granting. 

To close the list, select Learners to Grant Skill.

 

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5) When all the necessary changes are introduced, select Grant to grant skills to the selected learner(s).

 

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Revoke Skill

To revoke skill from the learner(s), follow the steps:

1) From the LMS365 Line Manager Dashboard, select the relevant user(s). To select all the learners in the list, select the Name checkbox.

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

 

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3) From the Revoke Skill panel, line manager selects the skills to revoke. To select all the skills in the list, line manager chooses the Name checkbox.

 

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4) To see the selected learners, select Learners to Revoke Skill.

The list of the selected learners will open. Here, by selecting the cross icon, the line manager can delete learners that are not relevant any more to the selected skills revocation. 

To close the list, click Learners to Revoke Skill.

 

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

After revocation, the selected skills acquire the Revoked status. 

 

Export data from LMS365 Line Manager Dashboard page

The line manager can download data from the LMS365 Line Manager Dashboard page page by using the export function. Selecting Export, will 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 the filtering.

The exported data will be downloaded in an Excel file.

 

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