Overview of the Line Manager Dashboard and its capabilities

Introduction

In this article, we will provide you with an overview of Line Manager Dashboard and its capabilities.

You will see how managers can observe and manage the training activity of their subordinates, how to change course catalog or view the data from all course catalogs, how to manage enrollment requests and reports, how to filter or search for a training or user, how to manage user's enrollment/unenrollment, grant or revoke competencies, import an external training, and how to download certificates.

 


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.
 

 

Line Manager Dashboard overview

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

To go to the Line Manager Dashboard:

  • Navigate to My Training Dashboard.
  • Select the 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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All data that are displayed on the Line Manager Dashboard are related to the current course catalog.

 


NOTE:
The icon with a person and an arrow next to a user shows that this user is not a user of the current course catalog. To manage learning of these users, this user needs to be added to the current course catalog.

 

If you want to change the course catalog or view the data from all course catalogs, select Course Catalog Selector at the top of the page and choose the relevant one.

 

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TIP:
If you select to show All Catalogs, you can see an aggregated summary view of the direct reports across all course catalogs. Some of the actions might be disabled.

 

There are several levels of reports to display on the page:

 

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  • Direct Reports – the users who are managed by and report directly to the Line Manager.
  • Direct Report’s Subordinates – the users who are managed by the direct reports.

If there are users who have already sent requests, click the Enrollment Requests icon to view them. The total number of users’ requests will be shown on the icon.

 

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The Dashboard is divided into the following sections: Name, In Progress, Not Started, Completed, Overdue and Expired Certificates, CEUs sections:

  • Name – displays user’s name. In this column subordinates are displayed.

NOTE:
Users with disabled AD accounts are not shown as subordinates on the Line Manager Dashboard.

 

  • In Progress – displays the number of courses that user’s subordinates have already started, but have not completed yet;
  • Not Started – displays the number of courses that user’s subordinates have not started;
  • Completed – displays the number of courses that user’s subordinates have already completed;
  • Overdue – displays the number of the courses that user’s subordinates have not completed up to the Due Date. You can use this section as a filter to search users enrolled in courses with Overdue status;
  • Expired Certificates – displays the number of the subordinates’ certificates that have expired (if a subordinate has several expired certificates for one course, only the latest one is counted) as well as all the certificates that are assigned. The user can use this section as a filter to search users with expired certificates;
  • CEUs – displays the number of CEUs earned.

 

Filtering by training and competencies

The information can be grouped using different filters on this page. Click the Filter By Training button at the upper-right corner.

 

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In the opened sidebar, select course(s)/training plan(s) for displaying the reports (all courses and training plans available on the course catalog are displayed).

To filter the Line Manager Dashboard to only find Learners who do not have any registered training select the Filter by No training button. You can also search for a specific report by specifying date range (Start and End date), using filter by training type (All Training) or competencies set for the training (Competencies).

 

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Searching for reports

You can search for a report by training and competency using the Search field. The search will run on the name and training type and on name, categories, and tags for competencies.


NOTE:
The result of filtering depends on the start and end publishing date of the e-learning courses as well as the session start and end date of classroom and webinar courses.

 

You can save the information presented on this page to your local computer. To do this, select the Export button and save the Excel file. The information will be shown according to the selected filters.

If you select a report, the following sidebar will be opened.

 

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NOTE:
Some of the actions might be unavailable 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 catalog

 

To view the report’s transcript:

  • choose the desired report.
  • select View Learner’s Transcript action in the sidebar. A list of all report’s courses, certificates, and competencies with the possibility to export the information to the PDF will appear.

To view the report’s progress in the courses or training plans:

  • choose the desired report;
  • select View Learner’s Progress action in the sidebar. You will be able to view the course and training plan progress of the selected report.

To find out more please follow Viewing Learner’s Progress:

 

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In the charts you can see number of the trainings (courses and training plans) where the report is currently enrolled, number of the trainings that report has ever completed, total number of CEUs for the completed trainings as well as percentage of the trainings with ‘Completed’, ‘In Progress’, ‘Not Started’, and ‘Overdue’ statuses.

 

Below the charts you can see report’s trainings. There is a possibility to expand the training plans to see more details on courses included into them (required courses are marked with an asterisk). You can also see if learner is enrolled in the training (Is Enrolled = No is displayed when learner has been unenrolled from the training or has an enrollment request for the training), as well as status, CEUs, progress, completion date, overdue status and date, certificate and expiry date. For more detailed information please follow Understanding the "Learner’s Progress" in the Line Manager’s Dashboard.


NOTE:
To download or delete certificates (if there are any) for the imported external Trainings as well as for the existing or already deleted Course:

  • select the required course/training plan.
  • select the View button  and select the desired action.

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To export report’s progress information to Excel, click the Download Report button. An excel document will automatically be downloaded to your computer.

 

Enrolling in a training

To enroll reports in the courses or training plans:

  • choose the desired report(s);
  • select Enroll in Course(s) & Training Plan(s) action in the sidebar. A list of all available trainings as well as selected reports with the possibility to deselect them will appear. By default, selected learners list is collapsed.

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NOTE:
It is possible to only select one training to enroll reports into.

 

  • Select Enroll.

You can filter trainings for the enrollment by specifying Date Period (Start and End dates period), using filter by training type (e-Learning, Classroom & Blended Training, Webinar, or Training Plan), publishing (published, unpublished or planned trainings), and competencies or using the Search field.

After selecting trainings for the enrollment and clicking the the Enroll button, reports will be added to the learners group of the corresponding courses and training plans (Users will be enrolled in all unlocked courses of the training plan), and will receive Course/Training Plan Enrollment Confirmation and appointments for Classroom/Webinar courses with ‘Enroll user into all course sessions’ enrollment type. If ‘Enroll user into a single course session’ enrollment type is selected, user will receive Course Session Selection Request notification.

 


NOTE:
If training is unpublished or the 'Show in Course Catalog' option is disabled, you will not see these trainings in the list of courses to enroll in.

 

Unenrolling from a training

To unenroll reports from the courses or training plans:

  • choose the desired reports;
  • select Unenroll from Course(s) & Training Plan(s) action in the sidebar. A list of trainings where the reports are enrolled (if several users are selected, only trainings where all of them are enrolled are displayed in the list) and selected reports with the possibility to delete them will appear (by default, selected learners list is collapsed).

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  • select the Unenroll button.

To unenroll reports from the all the courses or training plans:

  • select the desired reports;
  • select the Unenroll from all Courses & Training Plans button;
  • select Unenroll from Course(s) & Training Plan(s) action in the sidebar;
  • confirm your action.

NOTE:
There can be several reasons why the unenrolling process can't be carried out:
  • If the report has already completed the course.
  • If the option Unable to unenroll is enabled.
  • If the report is a member of an Active Directory Group.

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Enrollment requests

To approve/reject enrollment requests:

  • choose the desired report;
  • click the Enrollment Requests button;
  • select the desired training(s) to execute the following actions.
  • to approve enrollment requests, click the Approve button or in case you want to reject enrollment requests, click the Reject button, enter the reject message and then click the Reject button one more time.

 

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NOTE: 

  • The imported trainings will be displayed on the Dashboard and in the reports on the Deleted Courses.
  • The Session Start Date & Location column will be empty if the request if for the training plans or e-Learning course.

 

Downloading a certificate

To download report’s certificates:

  • choose the desired report;
  • select Download Certificate(s) action in the sidebar. In the Notifications center you will see the progress of preparing an archive with the learner(s) certificates. Select the link to download it to your computer.

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Certificates in the archive file are 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).

 

Importing an external training

To import an external training:

  • select the desired report;
  • select the Import External Training action in the sidebar;
  • fill in the form, specifying the course title, course type and categories (for a non-existing one), set the completion date and additionally specify the number of granted CEUs.
  • select the certificate image from your local computer or select the certificate template for generating the certificate and specify certificate’s expiry date (this step is optional).

Using this form, you can upload a certificate image from your local computer (.jpeg, .bmp, .gif, .png, and .pdf formats are supported).


NOTE:
Imported trainings will be displayed on the Dashboard and in the reports on the Deleted Courses. Please be advised that in case a certificate is imported for an existing course on which a user has existing registration (with Enrolled or Cancelled statuses) and enrolment date is less than Certificate Issued Date, the user will not see this certificate on the Dashboard.

 

  • select the Save button.

Granting competencies 

To grant competency(ies) to 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 Grant Competency.

 

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

  • In the Competencies field, left-click to call the drop-down list of all the existing competencies in the present course catalog and select the relevant competency(ies). 

 

NOTE: You can select multiple competencies. However, you can't select the same competency 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 competency revocation date. This field is optional.

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

The list of the selected learners will open. Here, by clicking the cross icon, you can delete learners that are not relevant any more to the selected competency(ies) granting. 

To close the list, click Learners to Grant Competency.

 

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

 

Revoking competencies

To revoke competency(ies) 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 Competency.

 

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3) From the Revoke Competency panel, select the competency(ies) you want to revoke. To select all the competencies in the list, select the Name checkbox.

 

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4) To see the selected learners, click Learners to Revoke Competency.

The list of the selected learners will open. Here, by clicking the cross icon, you can delete learners that are not relevant any more to the selected competency(ies) revocation. 

To close the list, click Learners to Revoke Competency.

 

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5) Select the Revoke button to revoke the selected competencies from the selected learners.

After revocation, the selected competency(ies) acquire the Revoked status. 

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