User navigation in LMS365

Introduction

Users can access learning in LMS365 in a number of ways: Via Microsoft SharePoint web pages, via Microsoft Teams, and from the LMS365 mobile app.

Each of these access points consists of the LMS365 catalog start page, My Training Dashboard, the catalog home page, and the training home page.

In this guide, we will provide an overview of the user interfaces that users encounter when accessing training in LMS365. 

 

SharePoint Home page

Every catalog has a SharePoint page called Home. This home page is the default page rendered by the SharePoint site upon catalog creation. This page is often used to highlight courses and training plans the organization wants to draw its users' attention to, as well as other news and stories that are relevant to training in the organization.

Users can navigate from the Home page to the My Training Dashboard and Course Catalog pages, and to the courses or training plans highlighted by customizing the Hero web part on the communication site.

 

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My Training Dashboard

My Training Dashboard provides users with a personalized overview of the courses and training plans that they are enrolled in and have access to across all catalogs, their training progress, and their transcripts. Here, they can also take up and continue with their training.

Line managers can view the learning progress of their team and individual team members, as well as manage the training activity of their subordinates. Find more information in the Overview of the Line Manager Dashboard and its capabilities article.

Supervisors can get an overview of the learners they need to assess and approve the assessments from here.

LMS admins can decide which menu items to show in the left navigation of the dashboard.

 

 

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

  • Overview. Summarizes the user's progress across all catalogs they have access to in the tenant, with detailed information about training activity shown in charts. From here, supervisors can manage assessments and line managers can get an overview of the training status of their team. Find more information here.

  • Training. Shows all courses and training plans the user is enrolled in across the tenant. Find more information here.

  • Certificates & Skills. Provides an overview of the certificates and skills the user has earned and their current status. Find more information here.

  • Transcript. Provides the user's personal status on training, certificates, and skills. Find more information here.

  • CEUs. Provides learners with an overview of earned and planned CEUs. Find more information here.

  • Leaderboard. Shows a ranking of users from across the tenant, based on the total number of earned CEUs, training completed, and certificates acquired. Find more information here.

  • Line Manager Dashboard. This is available and visible to line managers only. From here, line managers can observe and manage the training activity of their subordinates. Find more information here.

  • Settings. This is available and visible to LMS admins only. From here, LMS admins can configure which sections of the left navigation menu to show to learners. Find more information here.

  • Personal Preferences. From here, users can enable LMS365 notifications in Microsoft Teams. Find more information here.

 

Course catalog page

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

The catalog is a good place to start the learning experience for users who want to discover and get an overview of available courses and training plans.

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

 

 

If the audience targeting settings are configured, users won't see courses and training plans in the catalog if they don't have access to them. Catalog admins can still see and manage all courses and training plans of the catalog in the LMS365 Admin Center.

If the Highest Ranked Courses option is enabled in catalog settings, the most popular courses and training plans are highlighted in a separate category.

Selecting a course or training plan, users can see detailed information on the opened side panel.

 

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On the opened side panel, users can switch between tabs to see training information.

For courses

  • Under Overview, basic details of the course, including its description, are displayed.

  • Under Contents, a list of learning items in this course is displayed, together with the descriptions of the learning items (if this information is available).

  • Under Sessions, details of available sessions are displayed. The Sessions tab is available for instructor-led training only.

 

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For training plans

  • Under Overview, basic details of the training plan, including its description, are displayed.

  • Under Courses, a list of courses included in the training plan is displayed, together with the descriptions of these courses.

 

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Users select View Course/Training Plan on the training card or View on the training details panel to go to the training home page.

If filters are enabled by a catalog admin, users 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 match the filters set is displayed in brackets next to the categories, training type titles, course session types, and skill titles.

Users select the required filter checkboxes to see the relevant courses and training plans.

 

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Find more details on how to use filters to search for the relevant courses and training plans here

Using the Search Course Catalog field, users can search for specific courses and training plans. Find more information about how the Search Course Catalog field works in this article.

 

 

Course home page

Once users have been enrolled in a course, they will usually start their learning experience from the course home page. Typically, users select a link in the course enrollment notification they have received (either by email or in Microsoft Teams) and this directs them to the course home page.

On the course home page, users can see all the relevant information about the course, including its type (e-Learning or Instructor-Led Training), description, course content, sessions (for instructor-led training courses), learning progress, certificates, skills, and training plans associated with this course.

 

 

The course home page features the following information:

  • Course Description. If specified, this displays the long description that's provided in the course configuration panel. If a long description isn't specified, then the short description is displayed instead. Find more information about the e-Learning description and Instructor-Led Training description in the relevant article.

  • Content. Displays a list of learning items included in the course. If the course isn't published, users can't see its content. Find more information about how learners interact with the learning content in this guide.

     

     

    If no items have been added to a course, the Content section contains a default image and message. notifying the user that no content has been added to the course.

  • Information. Displays supplementary information about the course, including the type of training, associated categories, duration, CEUs awarded for successful completion, due date, and course contacts. Under course contacts, users can see the names of course admins who they can reach out to by sending an email. Information displayed in this section of the course home page is configured in the course configuration panel of an e-Learning or Instructor-Led Training course respectively.

     

  • Sessions. Displays information about course sessions. This applies to instructor-led training only. Depending on the enrollment type of the course, users can select and register in one, multiple, or all course sessions. After enrollment in the course and registering in sessions, session information is displayed at the top of the Sessions section on the course home page.
    Find more information about how learners enroll in courses and select sessions in this article.

    If a course has no active course sessions, a message notifies the user that there are currently no sessions available. Users may be invited to contact course admins to request new sessions if the Request(s) for Sessions option is enabled for the course.

  • Learning Progress. Displayed to enrolled learners only. Shows the learner's progress on the course.
    In the Learning Progress section of the course home page, learners can track their progress on the course, the number of learning items they've completed compared with the total number of learning items in the course, their enrollment date, and the course completion date.

    Attendance in course sessions and assignments aren't included in the calculation of the course progress on the course home page so the progress that learners see on the course home page differs from what course and catalog admins see in the LMS365 Admin Center, from the Course Progress panel and the Learner's Progress panel. Find more information about how learning progress displayed on the course home page is calculated in this article.

  • Training Plans with this Course. Displayed only for courses that form part of one or more training plans. All training plans that contain this course are listed here.

 

 

  • Certificates. Contains information about the certificates awarded upon course completion.
    The Certificates section displays all the certificates the user has for the course, as well as the date the certificate was acquired and the date it will expire (if set).

    Depending on the status of the current certificate, the color of the Certificates section may be grey (for a planned certificate), green (current valid certificate), yellow (certificate is about to expire), or red (certificate has expired).

    Users can download any acquired certificate by selecting the download icon or download all acquired certificates at once as a .ZIP file by selecting the Download certificates option from the ellipsis menu.

     

     

    Learners can retake a course if a certificate has expired or is about to expire, or if the course admin has enabled the Voluntary Retake option. It's also possible to retake a completed course when a certificate or skill is still valid. Find more information about retaking courses and training plans in this article.

  • Skills. Contains information about the skills of this course. This section displays the skills and skill levels awarded upon course completion, together with the achievement revocation dates (if applicable). The name of the skill and the skill level are separated by a backslash, for example LMS365 Administrator \ Outstanding

    The skill status can be Planned, Valid, or Revoked.

    The color of the skill icon depends on the current skill status: grey (for planned skills awarded on course completion), green (for current and valid skills), or red (for expired and revoked skills).

     

     

Training plan home page

Once users have been enrolled in a training plan, they will usually start their learning experience from the training plan home page. Typically, users select a link in the training plan enrollment notification they have received (either by email or in Microsoft Teams) and this directs them to the training plan home page.

On the training plan home page, users can see all the relevant information about the training plan, including its description and details, the courses that make up the training plan, and learning progress.

 

 

The training plan home page features the following information:

  • Training Plan Description. If specified, this displays the long description that's provided in the training plan configuration panel. If a long description isn't specified, then the short description is displayed instead. Find more information about the training plan description in this article.

  • Training Plan Courses. Displays a list of courses included in the training plan, their types, and the user's progress status on the courses.
    For ended training plans that have a due date in the past or are unpublished, the Training Plan Courses section won't be displayed to users.

     

     

    After successful enrollment, users can access the training plan content and navigate between its courses.

    A user's course progress status can be:

    Not Started. The user hasn't started this course, course progress is 0%, and the Start option is displayed.

    In Progress. The user has started this course and course progress shows 50%, regardless of their progress on the individual learning items in this course. If the user has failed the course or has run out of attempts to complete it, the course progress remains 50%. The Continue option is displayed until the user completes the course.

    Completed. The user has completed this course. The course progress shows 100% and the Review option is available.

    Locked. This course remains locked until the previous course in the training plan is completed. Other reasons a course might be locked can be because the user isn't enrolled in it or the course isn't published. The course progress shows "This course is locked until the previous one is completed." and the Locked option is displayed.

    Find more information about how learners interact with the learning content of courses in this guide.
  • Information. Displays supplementary information about the training plan, including the type of training, associated categories, duration, CEUs awarded for successful completion, due date, and contacts. Under contacts, users can see the names of course admins who they can reach out to by sending an email. Information displayed in this section of the training plan home page is configured in the training plan configuration panel.

  • Learning Progress. Displayed to enrolled learners only. Shows the learner's progress on the training plan.
    In the Learning Progress section of the training plan home page, learners can track their progress on the training plan, the number of courses they've completed compared with the total number of courses in the training plan, their enrollment date, completion status, and the training plan completion date.

    As a result, the calculation for the learner's training plan progress is different from the calculation that admins can track in the LMS365 Admin Center. Training plan progress, together with progress for courses in the training plan, can be tracked by course or course catalog admins from the Training Plan Progress dashboard and report, and from the Learner's Progress panel. 
    Find more information about how learning progress displayed on the training plan home page is calculated in this article.

  • Certificates. Contains information about the certificates awarded upon training plan completion.
    The Certificates section displays all the certificates the user has for the course, as well as the date the certificate was acquired and the date it will expire (if set). 

    Depending on the status of the current certificate, the color of the Certificates section may be grey (for a planned certificate), green (current valid certificate), yellow (certificate is about to expire), or red (certificate has expired).

    Users can download any acquired certificate by selecting the download icon or download all acquired certificates at once as a .ZIP file by selecting the Download certificates option from the ellipsis menu.

     

     

    Learners can retake a training plan if a certificate has expired or is about to expire, or if the course admin has enabled the Voluntary Retake option. It's also possible to retake a completed training plan when a certificate or skill is still valid. Find more information about retaking courses and training plans in this article.

  • Skills. Contains information about the skills of this training plan. This section displays the skills and skill levels awarded upon training plan completion, together with the achievement revocation dates (if applicable). The name of the skill and the skill level are separated by a backslash, for example LMS365 Administrator \ Outstanding.
    The skill status can be Planned, Valid, or Revoked.

    The color of the skill icon depends on the current skill status: grey (for planned skills awarded on training plan completion), green (for current and valid skills), or red (for expired and revoked skills).

     

 

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