The Line Manager Dashboard and its capabilities

Introduction

This article is about the Line Manager Dashboard and its capabilities. You'll see how line managers can access the Line Manager Dashboard, select the relevant catalog, view which users have access to the catalog, filter the information displayed, and export the information displayed to your local device.

For information about the user administration actions available on the Line Manager Dashboard, see this article.

Read the article or watch the video (more details are included in the article). In the video, you can use the Chapters feature to navigate to the relevant part.

 

 

Access the Line Manager Dashboard

IMPORTANT   

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

 

Line managers can observe and manage the training activity of their subordinates from the Line Manager Dashboard in the LMS365 (Learn365) Admin Center.

To access the Line Manager Dashboard, line managers should follow these steps:

1. Navigate to My Training Dashboard.

2. From the navigation menu on the left-hand side of My Training Dashboard, select the Line Manager Dashboard link, which is displayed only for line managers.

 

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Line managers will be directed to the the Line Manager Dashboard of the associated catalog. The name of the catalog will be displayed in the catalog selector at the top of page.

 

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The following features are available from the top bar of the Line Manager Dashboard:

  • Switch between viewing information about the line manager's direct reports, and subordinates of their direct reports. Find more information about this feature in the Filter the information on the Line Manager Dashboard section of this article.

  • Export the information displayed on the Line Manager Dashboard. Find more information about this feature in the Export data section of this article.

  • Apply filters to the page via the Filter by Training option.

  • Display only users who currently have pending enrollment requests via the Enrollment Requests view.

 

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  • Display only users who currently have assessments that are pending approval. Find more information about managing assessments in the Assessments section of the article.

 

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  • Display only users who have skills that are pending approval. Find more information about managing skill requests in this article.

 

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Select the catalog

When accessed from My Training Dashboard, line managers will be directed to the Line Manager Dashboard of the associated catalog. The name of the catalog will be displayed in the catalog selector at the top of page.

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

If a line manager has access to more than one catalog of the tenant, these catalogs will be available from the catalog drop-down list. The All catalogs option enables line managers to see a summary of their subordinates' learning progress across all catalogs to which the line manager has access.

 

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Line managers will see a catalog in the drop-down list if they meet one of the following criteria:

  • They're a catalog admin of this catalog.
  • They've been added to the Users list of this catalog.
  • They're an LMS admin. In this case, the line manager will see all catalogs of the tenant in the list.

Line managers can switch between catalogs or view learning progress across all available catalogs by selecting the relevant catalog or All catalogs respectively from the drop-down list.

When a single catalog is selected, line managers can track their subordinates' learning progress in the selected catalog.

When All catalogs is selected:

  • Line managers will see an aggregated summary of the subordinates' learning progress across all catalogs to which the line manager has access.
  • Some of the feature on the Line Manager Dashboard will be unavailable, such as enrolling users in courses or training plans.

     

    disabled_actions_on_LMD_panel

 

View which users have access to the catalog

An icon icon.png displayed next to a user's name on the Line Manager Dashboard means that they weren't added to the current catalog via the Add or Invite User(s) option on the Users list in the LMS365 (Learn365) Admin Center or weren't enrolled in an individual course or training plan.

In this case, no learning progress information for this user will be displayed on the Line Manager Dashboard. As a result, when the line manager selects their name, none of the action links can be selected on the opened Direct Reports Administration panel.

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

All other users will have access to the catalog, they can be enrolled in courses and training plans in the current catalog, and they can be managed here.

There is a filter available for the column that indicates whether the user has access to the catalog. This filter is described in the Filter data by columns section of this article.

 

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Filter the information on the Line Manager Dashboard

Find and filter users

Via the Direct reports selector

NOTE   

Users who have disabled Microsoft Entra ID (Azure Active Directory) accounts aren't shown as subordinates on the Line Manager Dashboard.

 

By default, line managers can track their direct reports on the Line Manager Dashboard.

To view information about their direct reports' subordinates, line managers should select Direct Reports' Subordinates from the drop-down list on the top bar.

 

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With Direct Reports' Subordinates selected, the view will change: line managers will see their direct reports, as well as their direct reports' subordinates (initially hidden under the expand arrow next to their direct reports' name). Expand the relevant direct report by selecting the arrow to get access to both direct reports and their subordinates.

 

Via the search field

NOTE   

Users who have disabled Microsoft Entra ID (Azure Active Directory) accounts aren't shown as subordinates on the Line Manager Dashboard.

 

Line managers can find users by entering all or part of their name in the Search field. Only users whose information matches the search criteria will be displayed. The Name column has its own filter with the same logic applied. Selecting Export will download the results shown in the current view only.

 

line_manager_dashboard__search_filter_name.png

 

Filter data by columns

NOTE   

Users who have disabled Microsoft Entra ID (Azure Active Directory) accounts aren't shown as subordinates on the Line Manager Dashboard.

 

Line managers can filter the information on the Line Manager Dashboard by its columns, and then download the result by selecting Export.

With a single catalog selected, line managers can track their subordinates' learning progress for the current catalog.

With All catalogs selected, line managers will see a summary of their subordinates' learning progress across all catalogs to which the line manager has access.

The information on the Line Manager Dashboard is displayed in the following columns: Name, In progress, Not started, Completed, Overdue, Expired Certificates, and CEUs.

 

line_manager_dashboard__all_catalogs_columns.png

 

NOTE   

The Line Manager Dashboard:

  • Includes information about courses only. Training plans aren't counted here. To get an overview of the user's progress for all courses and training plans, select a user then select View Learner's Progress. For information about how to read an individual learner's progress presented on their progress dashboard, see this article.
  • Doesn't include information about unpublished or incomplete courses.

 

The Line Manager Dashboard shows the following information:

  • Name. Displays the names of users who are direct reports or subordinates of direct reports of the line manager. Line managers can sort users by name in alphabetical order (ascending A-Z or descending Z-A) by selecting the column title.
    The Name column has a filter that uses the same logic as the Search field. Selecting the filter icon calls out a search field, where the line manager can enter all or part of a user's name. Only users who match the search criteria will be displayed. Selecting Export with a filter applied will download information relating to the currently displayed users only.

 

line_manager_dashboard__name_filter.png

 

  • User is in the catalog. The 2023-02-14_14_10_06-Line_Manager_Dashboard.png icon next to a user indicates that they haven't been added to the current catalog so they don't have access to it. For more information, navigate here.
    Selecting the filter icon enables line managers to filter users according to their access to the catalog. The options available depend on the users displayed on the page: Select all (default selection that's always available), User is in Course Catalog (if there are users who have access to the catalog), and User is not in Course Catalog (if there are users who don't have access to the catalog).

 

line_manager_dashboard__user_in_catalog.png

  • In progress. Displays the number of currently published courses in which users are currently enrolled and have started (the In progress status in this course) but haven't yet completed. Line managers can sort the information displayed (ascending or descending) by selecting the column title.

  • Not started. Displays the number of currently published courses in which users are currently enrolled but haven't started yet (the Not stared status in this course). Line managers can sort the information displayed (ascending or descending) by selecting the column title.

  • Completed. Displays the number of courses that users have already completed, regardless of whether the user is currently enrolled in this course and whether the course is currently published. Line managers can sort the information displayed (ascending or descending) by selecting the column title.

  • Overdue. Displays the number of currently published courses in which users are currently enrolled but haven't completed up to the set due date. Such courses are counted as Overdue regardless of their completion status: Completed (the user has completed the course after the due date), In progress (the course is still in progress after the due date), or Not started (the user hasn't started the course yet). Line managers can sort the information displayed (ascending or descending) by selecting the column title.

  • Expired Certificates. Displays the user's expired certificates and the total number of certificates acquired by this user. For example, where 1 / 4 is displayed, this means that out of the four certificates that the user has acquired, one of them is expired. If a user has several expired certificates for a course or training plan, only the latest one is counted here. Line managers can sort the information displayed (ascending or descending) by selecting the column title.

  • CEUs. Displays the total number of CEUs that a user in the catalog has earned. In the All catalogs view, this column will show the total number of CEUs that users have earned across all catalogs.

Line managers can employ a combination of filters and sorting options at the same time. For example, they can filter users who are included in a specific a catalog and sort the information in ascending CEUs order.

 

Filter by training 

Selecting Filter by Training opens the Filter by Course(s) & Training Plan(s) panel, which enables line managers see which users are enrolled in specific courses and training plans.

By default, all courses and training plans in the current catalog are displayed. Line managers can filter the information by date range, publishing status, training type, and skills that will be awarded on successful completion of the training. They can also select Filter by No Training to show users who aren't currently enrolled in any training and use the Search field to further filter the results.

 

filer_by_training_on_LMD

 

Filter by publishing status and/or training type

To find 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/or training plans. 
  • Use the Search field to find the relevant course or training plan. The search runs on the training Name column, and any associated categories and tags. 
  • From the All Training drop-down list, narrow down the list of courses and training plans by filtering on publishing status (Published Training, Unpublished Training, Scheduled Training, and Ended Training), and training type (e-Learning, Instructor-Led Training, or Training Plan). It's possible to combine filters, for example select all published e-learning. The default setting is All Training.

Select Filter at the bottom of the panel to apply the filters.

The Filter by Course(s) & Training Plan(s) panel will stay open but you can click outside the panel to close it. Closing the panel keeps any filters you've applied.

Selecting Export will download the results to a local device as an Excel file. The file will contain information in the current view only so apply or clear any filters before export.

 

filter_by_publishing_status_and_course_type.png

 

Filter by date range

Line managers can apply a date range filter to show courses and training plans in which users are enrolled, that have started but not yet ended.

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

2. Select the relevant start and end dates from the calendar. Today's date is marked blue.

The Date range panel will stay open but you can click outside the panel to close it. Closing the panel keeps the date range filter you've applied.

 

date_range_filter_on_LMD

 

To reset the Date Range filter, select the cross icon on the filter.

In the Courses and training plans tab, you'll see relevant courses and training plans according to the applied date range.

When you apply a date range filter, the courses and training plans displayed will depend on the type of training. 

For e-learning courses and training plans, the courses and training plans displayed will depend on them meeting any of the following criteria:

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

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

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

For instructor-led training, the courses and training plans displayed will depend on the start and end dates of the course sessions (standalone or in session groups). Courses will be displayed when at least one course session (standalone or in a session groups) has both start and end dates within the set date range. Courses will be displayed only if they have defined sessions (standalone or in session groups).

 

3. From the list of filtered courses and training plans, select the relevant courses and training plans. To select all the courses and training plans in the list, select the checkbox next to the Name column heading.

4. Select Filter at the bottom of the panel.

The users on the Line Manager Dashboard will be filtered accordingly. For instructor-led training, all users who are currently enrolled in the selected courses and training plans will be displayed, regardless of the sessions or session groups for which they're registered. Users who aren't yet registered for a session or a session group but are enrolled in the course will also be displayed.

The Filter by Course(s) & Training Plan(s) panel will stay open but you can click outside the panel to close it. Closing the panel keeps the filters you've applied.

Selecting Export will download the results to a local device as an Excel file. The file will contain information in the current view only so apply or clear any filters before export. The report will display information in the language of the line manager's browser, if this language is supported by LMS365 (Learn365). Otherwise, it'll be displayed in English (United States).

 

Filter by no training

Line managers can see users who aren't currently enrolled in any courses or training plans in the catalog.

On the Filter by Course(s) & Training Plan(s) panel, select Filter by No Training at the bottom of the panel. Filter by No Training is displayed only when no course or training plan is selected on the panel.

The Filter by Course(s) & Training Plan(s) panel will stay open but you can click outside the panel to close it. Closing the panel keeps the filters you've applied.

The users on the Line Manager Dashboard will be filtered accordingly.

Selecting Export will download the results to a local device as an Excel file. The file will contain information in the current view only so apply or clear any filters before export.

To remove all the filters, return to the Filter by Course(s) & Training Plan(s) and select Reset.

 

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Filter by training and skill

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

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

1. From the Line Manager Dashboard, select Filter by Training. This opens the Filter by Course(s) & Training Plan(s) panel.

2. From here, select the Skills filter. This opens the Filter by Skills panel.

3. From the Filter by Skills panel:

  • Select the relevant skills from the Skills tab. All the skills in the current catalog are listed. 
  • Use the Search field to find the relevant skills. The search runs by the name, category, or tag. Then, from the search result, select the relevant skills.
  • Select 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, hover over the Name column and select the checkbox that will be displayed.

     

    select_skills_in_LMD

When no skill filters are applied, the Filter by No Skills filter is available at the bottom of the panel. This enables the filtering of courses and training plans that won't grant any skills.

 

filter_by_no_skill_on_LMD

 

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.

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 Skills filter. The line manager can select Skills to go back to the Filter by Skill panel. The Reset option will be active on the Filter by Skill panel, enabling the quick reset of the filters applied.

5. In 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, hover over the Name column and select the Name checkbox.

6. Select Filter to apply filters to the users who are currently enrolled in the filtered list of courses and training plans.

The Filter by Course(s) & Training Plan(s) panel will stay open. Closing it won't reset the applied filters.

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

 

User administration

Various management actions can be initiated for line managers' subordinates who have access to a catalog, course, or training plan. For information about the actions available on the Administration of direct reports panel, see this article.

 

Export data 

Line managers can select Export to download the information displayed on the Line Manager Dashboard. Only the information displayed in the current view will be included in the report.

The exported report is downloaded to the line manager's local device as an Excel file. The report will display information in the language of your browser, if this language is supported by LMS365 (Learn365). Otherwise, it'll be displayed in English (United States).

 

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