How learners access training in LMS365

Introduction

Learners have different access points into learning in LMS365. All access points can be reached from both Microsoft SharePoint/web pages, from Microsoft Teams, and from the LMS365 mobile app.

These access points are made up of the Home page, My Training Dashboard, the course catalog, the course home page, and the training plan home page. These are all interfaces the learner meets when accessing training in LMS365.

In this guide, we will provide an overview of the user interfaces, learners meet when accessing training in LMS365. 

 

The home page

Every course catalog includes a home page. This page is the default page rendered by the SharePoint site upon creation. This page is often used to highlight new training plus news and stories that are relevant for the training in the organization.

If the page is set up like this, learners can navigate from this page to highlighted training, to My Training Dashboard, or to the Course Catalog.

 

 

 

My Training Dashboard

Perhaps learners are looking to get an overview of their training progress and status, and the training progress and training of their team. This can be done from the My Training Dashboard where learners can also take up and continue with training.

My Training Dashboard provides learners with a personalized overview of training they are enrolled in, training progress, and transcripts. Line managers can view the progress of their team and individual team members.

The LMS administrator can decide which menu items to show in the left navigation of the dashboard by turning on/off sections from the left-navigation menu. 

 

 

In the left-navigation menu of the dashboard, users can navigate between different sections to find detailed information about their training.

 

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  • The Overview section sums up the user's progress with detailed information about training activity shown in charts. Line Managers can get at overview of the training status of their team from this section.
  • The Training section shows the training the user is enrolled in across all course catalogs in the tenant.
  • The Certificates & Skills section provides an overview of the Certificates & Skills the user has earned and the status of these.
  • From the Transcript section, users can see their personal status on training, certificates, and skills.
  • The CEUs section provides the user with an overview of earned and planned CEUs.
  • The Leaderboard section displays ranking of learners from the whole tenant based on the total number of earned CEUs, training completed, and certificates earned. 
  • The Line Manager Dashboard section is only available and visible for line managers. From this section line managers can observe and manage training activity of their subordinates.
  • The Settings section is only visible for LMS administrators. This section allows the LMS admins to turn on/off sections of the left-navigation menu and, hereby, control which sections of the dashboard that should be available to users.
  • In the Personal Preferences section, users can enable LMS365 notifications in Microsoft Teams.

Find more details on My Training Dashboard in this article.

 

The course catalog

The course catalog provides an overview of all published courses and training plans in a course catalog. An organization can have several course catalogs.

The course catalog is a good place to start the learning experience for the learner who would like to discover and get an overview of available training.

If the Selector Switch option is enabled, the learner can switch between two views of the course catalog: card view and list view.

If the Highest Ranked Courses option is enabled in the course catalog settings, the most popular trainings will be highlighted in a separate category.

 

 

If Course Targeting is enabled, users will not see training they don't have access to in the course catalog. Course catalog administrators see all training of the course catalog.

Selecting the card or item area (depending on the view), the learner can see detailed information about the course or training plan.

 

 

In the opened details callout, the learner can switch between tabs to see a list of learning modules included, course sessions (for Instructor-Led Training course type), and courses with the description (for training plans).

The learner can select the View Course/View Training Plan button to go to the course/training plan home page.

 

 

If filters are enabled, learners can filter courses and training plans by category, training type, course session dates, course session types, and skills. The number of courses or training plans that correspond to the set filtering will be displayed in brackets next to the category, training type title, the course session types, and the skills title.

Learner will select the required filter checkbox to see the relevant courses/training plans.

 

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Using the Course Session Dates filter, the learner can set start and end date period of the course sessions (start and end dates of the course session should fall in the set period).

If there are no active course sessions for any courses, this filter is hidden. E-learning courses cannot be sorted using this filter.

 

 

 

Using the Course Session Type filter, the learner can can filter session-based courses by the type of the active sessions of the course—Onsite, that requires a location for a physical classroom, and Virtual, for virtual meetings only. As Instructor-Led Training courses may have a combination of Onsite and Virtual sessions, it is possible to select both filter parameters at once.  

 

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Using the Skills filter, the learner will see only the courses and training plans that grants the associated skills.

 

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Using the Search Course Catalog field, the learner can search for the relevant courses and training plans.

 

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The course home page

Often, learners will start the learning experience from the course home page. Perhaps their manager enrolled them in a course. Learners select the link in the course enrollment notification they received, either by email or in Microsoft Teams, and they will be directed to the course home page where they can start engaging with the training.

On the course home page, learners see all course information such as course description, information, content, sessions, learning progress, certificates, competencies, and training plans with this course.

 

 

Behind the scenes, the information is displayed by the LMS365 course home page web part that features:

  • Course Description – the long course description specified during the course creation (or short description if the long one has not been specified).
  • Information – course related information such as Category, Type, Duration, ID, etc. and Contact(s) to easily send a message to the contact person.
  • Sessions – displays information about course sessions (only for Instructor-Led Training course type).

For session-based courses of the enrollment type Enroll user into a single course session, the learner can select a relevant session to enroll in. After this, only information about this session will be displayed on the course home page.

 

 

After the learner selects a session, the Enroll to course button will become active.


For session-based courses of the enrollment type Enroll user into all course sessions, information about all session will be shown in the web part. The course catalog admin configures how many course sessions that will be shown on the course home page before the Show more button is displayed. If the link is available, select it to see the list of all course sessions.

 

 

If the course has no active course sessions, instead of the session information a message will be displayed notifying that there are currently no sessions available and asking to contact the course administrator(s) to schedule new sessions.

 

 

  • Learning progress – shows the learner's progress on the course and the date of enrollment.

When learners complete a course, on the course site in the Learning Progress section, they will see the Completed status and information about the date of enrollment and completion of the course.

 

 

  • Training plans with this course - is displayed only for courses that are a part of at least one training plan and shows all the training plans this course is a part of.

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  • Content – a list of learning items that are included in the course.

 

 

NOTE   

  • If no items are added for the course, the Content section contains an image with a corresponding message.

  • If the course is not published, learners can't see its content.



The table of content is displayed for each learning module. To view it, select the learning module title or the expand/collapse the icon near it.

 

 

The learner clicks the Start icon to start on-demand learning.

 

 

  • Certificates - Contains the information on the certificates available on the course completion and possibility to download it.

If learners have been granted a certificate for the course completion, in the Certificates section on the course site they are able to download the certificate.

 

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The certificate icon may be of different color depending on the certificate status:

  • Grey - the planned certificate.
  • Green - if the certificate is valid.
  • Yellow - if the certificate is about to expire.
  • Red- if the certificate has expired.

Learners can retake a course if the certificate has expired or is about to expire, or if the course administrator has enabled the option Voluntary Retake, to allow learners to retake completed training also when the certificate or skill is still valid.

  • Skills- Contains the information on the skills of this course.

The section contains the skill title \ the level of the skill.

Status: Planned, Valid, or Revoked.

 Achievement date, Revocation date (if applicable)

 

 

The skill icon may be of different color depending on the skill status:

  • Grey - if the skill is planned.
  • Green - if the skill is valid.
  • Red - if the skill is expired or revoked.

 

The training plan home page

The use case around the training plan home page is similar to the scenario for usage of the course home page. Learners typically start the learning experience from the training plan home page when they have been enrolled into a training plan. Perhaps they select a link in the training plan enrollment notification they have received, either by email or in Microsoft Teams, and are directed to the training plan home page where they can start engaging with the training.

On the the training plan home page, learner find all training plan information such as training plan description, courses in the training plan, learning progress, and so on.

 

 

Like for the course home page, this information is displayed on the training plan home page by the LMS365 course home page web part that features:

  • Training Plan Description – the long training plan description specified during the course creation (or short description if the long one has not been specified).
  • Information – training plan related information such as Category, Type, Duration, Training Plan ID, CEUs, Certificates, etc.
  • Learning progress – shows the learner's progress on the training plan and the date of enrollment.
  • Training Plan Courses – courses that are included in this training plan, their type and statuses:
    • Not Started status – means the learner has not started any courses included in the training plan.
    • In Progress status – means the learner has started at least one course included in the training plan.
    • Completed status – means the learner has completed all courses required for training plan completion.
    • Failed – means the learner has failed or is out of attempts to complete one course included in the training plan.

Courses, that cannot be unlocked before the previous course has been completed, or courses that are locked because the user is not enrolled into the course or the course is not published yet, are shown with a lock in the training plan.

 

 

NOTE   

For ended or unpublished training plans the Training Plan Courses content won't be displayed for learners.

After enrollment, the learner can enter the training plan content and navigate between the different courses of the training plan.

 

 

When learners complete a training plan, in the Learning Progress section on the training plan homepage, they will see the Competed status and the information about the enrollment and training plan completion dates.

 

 

  • Certificates - If learners have been granted a certificate for the training plan completion, they are able to download it.

 

 

The certificate icon may be of different color depending on the certificate status:

  • Grey - the planned certificate.
  • Green - if the certificate is valid.
  • Yellow - if the certificate is about to expire.
  • Red- if the certificate has expired.

Learners can retake a training plan if the certificate has expired or is about to expire, or if the course administrator has enabled the option Voluntary Retake to allow learners to retake completed training also when the certificate or sill is still valid.

For detailed information on the retake of courses and training plans, please see Course/Training Plan Retake.

 

 

  • Skills- Contains the information on the skills of this training plan.

The section contains the skill title \ the level of the skill.

Status: Planned, Valid, or Revoked.

Achievement date, Revocation date (if applicable).

 

 

The skills icon may be of different color depending on the skill status:

  • Grey - if the skill is planned.
  • Green - if the skill is valid.
  • Red - if the skill is expired or revoked.

 

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