Overview of My Training Dashboard and its capabilities

Introduction

My Training Dashboard is the user's personalized training dashboard that provides each user with a personalized overview of the training they are enrolled in, their training progress, and transcripts.

My Training Dashboard also gives line managers insights into their teams' training progress. Therefore, My Training Dashboard includes additional sections that only users with the line manager role can see.

Moreover, My Training Dashboard provides users, that are assigned as a supervisor, with access to assess learners.

My Training Dashboard has a left navigation that allows users to view different aspects of their training status. 

In this article, we go through the menu items in the left navigation, provide an overview of the functionality of My Training Dashboard, and show how users can use My Training Dashboard to get a personalized overview of their training status.

 

The left navigation of My Training Dashboard

The following list of navigation elements is the available navigation items for the left navigation of My Training Dashboard. The LMS admin can configure which of these navigation elements will be visible to users.

 

The Overview section

The Overview section provides information about current and upcoming courses and training plans and may be divided into three subsections:

  • My Learners to Assess (available for supervisors only) provides an overview of the learners that the user can assess (approve).

  • My Team’s Training Status (available for line managers only) provides an overview of the progress of the line manager's team, as well as the progress of individual team members.

  • My Training Status provides an overview of the learner's own progress.

 

 

My Learners to Assess

My Learners to Assess (available for supervisors only) shows learners the user needs to assess as part of an assessment.

As a supervisor assigned to assess learners, the user sees the following columns in the My Learners to Assess section:

  • Learner. The names of learners enrolled in the course where one or more assessments are included.

  • Training Name. The name of the course that contains the assessments (this is also a hyperlink to the course home page).

  • Assessment. The description of the assessment (if this has been provided).

  • Approve. The Approve button (the tick icon highlighted in orange in the following image) enables the supervisor to approve the learner's assessment and makes the assessment Completed as a learning item of the course. 

  • View Course. A link to the course home page (the arrow icon highlighted in orange in the following image).

 

 

To approve an assessment, the supervisor selects the Approve icon next to the relevant assessment. To mark the assessment as successfully completed by the learner, the supervisor selects Approve. Cancel closes the message, leaving the assessment waiting for approval. After the supervisor has approved an assessment, the assessment is approved immediately and marked as completed.

Assessment progress can only be reset by a course or catalog admin in the LMS365 Admin Center.

Select the View Course icon to go to the course home page.

You can learn more about creating and managing assessments here.

 

My Team’s Training Status

My Team’s Training Status (available for line managers only) provides a tenant-wide overview of the progress of the line manager's team, as well as the progress of individual team members. The My Team’s Training Status section contains three subsections: Direct Reports Summary, Direct Reports’ Subordinates Summary, and List of Learners.

NOTE   

  • Direct reports are learners who are managed by a specific line manager. Find more information about setting up line managers in LMS365 in this article. 

  • Direct reports' subordinates are learners who are managed by a direct report of a specific line manager. In this case, the direct report is a line manager for these particular learners.

 

 

The Go to Line Manager Dashboard arrow icon next to My Team’s Training Status redirects to the LMS365 Line Manager Dashboard.

teams_status.png

 

Direct Reports Summary

Direct Reports Summary displays the following information:

  • Enrollment Requests from Direct Reports. Shows the number of enrollment requests from direct reports that are pending the line manager's approval to be enrolled in a course or training plan and those who are on a waiting list.

  • Direct Reports. Shows the number of users who are managed by, and report directly to, the line manager.

  • Direct Reports with Overdue Training. Shows the percentage of the line manager's direct reports who are enrolled in but haven't yet completed courses with a due date in the past.

  • Overdue Training enrolled, not Completed by Direct Reports. Shows the tenant-wide percentage of courses that have a due date in the past (including courses that are part of training plans) and haven't been completed by the line manager's direct reports. Inactive courses with a due date in the past aren't included in this calculation.

  • Training Completed by Direct Reports. Shows the tenant-wide percentage of courses (including inactive courses and courses that are part of training plans) that have been completed by the line manager's direct reports. Courses (including courses that are part of training plans) that were retaken aren't included in this calculation.

NOTE   

Each course that are part of a training plan the user is enrolled in is included in this overview, but the training plan itself isn't.


image_1__40_.png

 

Direct Reports’ Subordinates Summary

Direct Reports’ Subordinates Summary displays the following information:

  • Enrollment Requests from Direct Reports’ Subordinates. Shows the number of enrollment requests from direct reports’ subordinates that are pending the line manager's approval and those who are on a waiting list.

  • Direct Reports’ Subordinates. Shows the number of users who are managed by and report to the direct reports of the line manager.

  • Direct Reports’ Subordinates with Overdue Training. Shows the percentage of direct reports’ subordinates who are enrolled in but haven't yet completed courses with a due date in the past.

  • Overdue Training enrolled, not Completed by Direct Reports’ Subordinates. Shows the tenant-wide percentage of courses (including courses that are part of training plans) with a due date in the past and haven't been completed by the subordinates of the line manager's direct reports. Inactive courses (including courses that are part of training plans) with a due date in the past aren't included in this calculation.

  • Training Completed by Direct Reports’ Subordinates. Shows the tenant-wide percentage of courses (including inactive courses and courses that are part of training plans) that have been completed by the direct reports’ subordinates. Courses (including courses that are part of training plans) that were retaken aren't included in this calculation.

NOTE   

Each course that are part of a training plan the user is enrolled in is included in this overview, but the training plan itself isn't.


image_1__41_.png

 

List of Learners

List of Learners provides a list of users who report to the line manager. This list displays information about each user, their subordinates, their training progress, and the number of overdue courses.

 

 

Selecting a user displays their progress and you can see the number of courses that are completed, in progress, not started, and overdue.

You can expand users to see the same information for their subordinates (if they have any).

 

 

My Training Status

The My Training Status provides a summary of the user's own progress and contains the following information.

  • Total Training Enrolled. Shows the number of courses on the tenant that the user has been enrolled in, including completed inactive courses (deleted or imported), courses that are part of training plans the user is enrolled in, courses that are pending approval, and courses for which the user is on the waiting list.

  • Training Completed. Shows the percentage and number of courses on the tenant that the user has completed, including completed inactive courses and courses that are part of training plans. Courses (including courses that are part of training plans) that have been retaken aren't counted here until these courses are completed by the user again.

  • Training Planned. Shows the number of courses on the tenant that the user is enrolled in but hasn't completed, including courses that are part of training plans the user is enrolled in, courses that are pending approval, and courses for which the user is on the waiting list.

  • Training Overdue. Shows the percentage of courses on the tenant that the user is enrolled in but hasn't completed before the due date (including courses that are part of training plans). Inactive courses that have a due date in the past aren't counted here.

  • Total CEUs Earned. Shows the total number of CEUs that the user has received.

  • Active certificates. Shows the number of valid and expiring certificates the user has.

NOTE   

Each course that is part of a training plan the user is enrolled in is counted in this overview but the training plan itself isn't.

 

 

Under My Training Status, you can find the following subsections.

  • Total Training Enrolled. Shows the number of courses on the tenant that the user is enrolled in, including completed inactive courses (deleted or imported), courses that are part of training plans that the user is enrolled in, courses that are pending approval, and courses for which the user is on the waiting list.

  • Training Completed. Shows the percentage and number of courses on the tenant that the user has completed, including completed inactive courses and each course that are part of a training plan the user is enrolled in. Courses (including courses that are part of training plans) that have been retaken aren't counted here until these courses are completed by the user again.

  • Training Planned. Shows the number of courses on the tenant that the user is enrolled in but hasn't completed, including courses that are part of training plans the user is enrolled in, courses that are pending approval, and courses for which the user is on the waiting list.

  • Training Overdue. Shows the percentage of courses on the tenant that the user is enrolled in but hasn't completed before the due date (including courses that are part of training plans the user is enrolled in). Inactive courses that have a due date in the past aren't counted here.

  • Total CEUs Earned. Shows the total number of CEUs that the user has received.

  • Active Certificates. Shows the number of valid and expiring certificates the user has.

In the Training to Complete section, users can see the number of courses on the tenant that they have been successfully enrolled in but haven't yet completed.

The Training to Complete section doesn't count:

  • Training plans themselves, only the courses in them.
  • Inactive courses.
  • Courses that are pending approval.
  • Courses for which the user is on the waiting list.

In the Training to Complete section:

  • Overdue. Shows the number of courses (including courses that are part of training plans the user is enrolled in) on the tenant that haven't been completed by the user by the due date. Inactive courses with an overdue status aren't counted here.

  • Due Date. Shows the number of courses (including courses that are part of training plans the user is enrolled in) on the tenant that the user is enrolled in that have a set due date.

  • No Due Date. Shows the number of courses (including courses that are part of training plans the user is enrolled in) on the tenant that the user is enrolled in that have no due date set.

  • Mandatory. Shows the number of courses (including courses that are part of training plans the user is enrolled in) on the tenant that the user is enrolled in that are set as mandatory. 

  • Optional. Shows the number of courses (including courses that are part of training plans the user is enrolled in) on the tenant that the user is enrolled in that aren't set as mandatory.

 

 

In the Planned Training section, users see the total number of courses that they are enrolled in but haven't completed yet, courses that are pending approval, and courses for which they are on the waiting list.

The Planned Training section doesn't count:

  • Training plans themselves, only the courses in them.
  • Inactive courses.

The Planned Training section is divided into two blocks—Planned Training and Pending Training.

Planned Training:

  • Pending. Shows the number of courses (including courses that are part of training plans) on the tenant that are pending enrollment approval, as well as courses for which the user is on the waiting list.

  • Not Started. Shows the number of courses (including courses that are part of training plans) on the tenant that the user has been enrolled in but hasn't started yet.

  • In Progress. Shows the number of courses (including courses that are part of training plans) on the tenant that the user has started but hasn't completed.

Pending Training:

  • Waiting for Approval. Shows the number of courses (including courses that are part of training plans) on the tenant for which the user has a pending enrollment.

  • In Waiting List. Shows the number of Instructor-Led Training courses (including courses that are part of training plans) on the tenant for which the user is on the waiting list. e-Learning courses don't have a waiting list.

 

 

In the Certificates & Skills section, users see the total number of acquired certificates and skills.

 

NOTE   

The Skills section is hidden from the left-side navigation in the LMS365 Admin Center when the skills license hasn't been activated by the Microsoft 365 global admin. Contact your Microsoft 365 global admin to resolve this issue.

 

The Certificates & Skills section is divided into two blocks—Acquired Certificates and Acquired Skills.

  • Acquired Certificates. Shows the total number of valid, expiring, and expired certificates. 
    If there is more than one certificate for a course or training plan, only the last acquired certificate is counted.
    Planned certificates aren't counted here.

  • Acquired Skills. Shows the total number of valid and revoked skills that the user has acquired.
    The skill level isn't counted here.
    If a skill has at least one valid level, this skill is counted as a valid one.
    If all levels of a skill are revoked, this skill is counted as revoked.

 

 

The Training section

Overview

The Training section shows courses and training plans across all catalogs on the tenant that the user has access to and provides an overview of all courses and training plans the user is enrolled in, is on the waiting list for, or has a pending enrollment approval for.

 

NOTE   

By default, only active courses and training plans are displayed in the Training section. To display unpublished, deleted, or imported courses and training plans, enable the Include Inactive option in the filter in the top right-hand corner of the screen.

 

For your convenience, you can use Card View or List View.

Under Card View, training cards display the training type, its title, the due date (if set), progress status, Mandatory mark (if the training is set as a required to complete), and for courses included in any training plans, an icon with a list of these training plans.

 

 

Under List View, training cards are displayed as a list, with the title and training type of the training, and for courses included in any training plans, an icon with a list of these training plans, an information icon in the Mandatory column (if the training is set as a required to complete), completion status in the Status column, and due date in the relevant column (if set).

 

 

The training completion status is displayed on the training card:

  • Completed. The user has already completed the course or training plan.

    In the Card View, the Completed status is displayed on the training card, with the completion date stated directly above the status.

    completed_card_view.png

    In the List View, the Completed status is displayed in the Status column and the completion date isn't displayed. To see it, open the training home page.



  • Not Started. The user is enrolled in the course or training plan but hasn't started it. In the Card View, the Not Started status is displayed on the training and in the List View, it is displayed in the Status column.

  • In Progress. The user has started but hasn't yet completed the course or training plan. In the Card View, the In Progress status is displayed on the training and in the List View, it is displayed in the Status column.

  • Pending Approval. The user is pending approval to be enrolled in the course or training plan. In the Card View, the Pending Approval status is displayed on the training and in the List View, it is displayed in the Status column.

  • Waiting List. The user is on the waiting list for the session or course. In the Card View, the Waiting List status is displayed on the training and in the List View, it is displayed in the Status column.

 

Search and filtering options

The Training section provides filtering and searching options. The availability and layout of these differ depending on the view type (Card View or List View).

 

Card View

 

List View

List_View_filtering_and_search_options.png

 

1. Filter by completion status.

Available in both the Card and List views.

In the Card View, the completion status is displayed on the training card, with the completion date stated directly above the status. In the List View, the completion status is displayed in the Status column with no completion date shown. The Status column can also be used for sorting.

To filter by training completion status, select Planned, Completed, or All from the drop-down menu. By default, the Training sections show only active planned courses and training plans the user is enrolled in across all catalogs to which the user has access.

  • Planned. Displays courses and training plans that the user is enrolled in, is on the waiting list for, or is waiting for approval to be enrolled in. Courses and training plans that have the Not Started, In Progress, Pending Approval, or Waiting List completion status are displayed in this view. 

  • Completed. Displays courses and training plans that the user has completed across all catalogs to which the user has access. Published, unpublished, imported, and deleted courses and training plans are counted here, as well as courses and training plans from deleted catalogs. Courses and training plans that have the Completed completion status are displayed in this view. 

  • All. Displays all courses and training plans across all catalogs to which the user has access as a learner. Courses and training plans of all completion statuses are displayed here.

planned.png

 

2. Filter by training type.

Available in both the Card and List views.

 

NOTE   

Filtering works on the courses and training plans of the selected completion status. This means for example, that if you select only Completed courses and training plans to be shown, the filtering by training type will run on only the completed courses and training plans.

 

Use the Hide Inactive filter. By default, this filter is called Hide Inactive because the Hide Inactive parameter is automatically preselected. In this case, unpublished, deleted, or imported courses and training plans are hidden on the dashboard. To get an overview of all courses and training plans, including inactive, deleted, or imported, deselect the Hide Inactive option. 
No training types are preselected by default in this filter. 


 

In the filter, under Training Type, select the type of training you want to see on the dashboard. After selecting the relevant checkboxes, the training display is automatically adjusted. The selection reverts to Hide Inactive with no training type selected after a page refresh or navigation from another page.

 

Filtering_by_training_type_on_MTD.png

 

3. Filter by name or due date.

Available in both the Card and List view types.

 

NOTE   

Filtering works on the courses and training plans of the selected completion status. This means for example, that if you select only Completed courses and training plans to be shown, the filtering by name or due date will run on only the completed courses and training plans.

 

In the Card View, filtering by name or due date is available in the Due Date filter:

  • Name (A-Z). Courses and training plans are sorted by name alphabetically (A-Z).

  • Name (Z-A). Courses and training plans are sorted in reverse alphabetical order (Z-A).

  • Due Date (arrow up). Courses and training plans with the oldest due dates, and therefore the most important to complete, are displayed at the top of the list. This is the default filter setting.

  • Due Date (arrow down). Courses and training plans with the most recent due dates are displayed at the top of the list.

 

due_date_filter.png

 

In the List View, the training due date is displayed in the Due Date column. Filtering by due date is available by selecting the Due Date column. Filtering by name is possible by selecting the Training Name column, which enables you to sort courses and training plans alphabetically (A-Z or Z-A).

 

4. Filter Completed and All training by the completion date.

Available in the Card view type only.

When you select Completed or All in the completion status filter, the Due Date filter transforms into Completion Date filter:

  • Name (A-Z). Courses and training plans are sorted by name alphabetically (A-Z).

  • Name (Z-A). Courses and training plans are sorted in reverse alphabetical order (Z-A).

  • Completion Date (arrow up). Courses and training plans that have the oldest completion dates are displayed at the top of the list.

  • Completion Date (arrow down). Courses and training plans that have the most recent completion dates are displayed at the top of the list.

 

completion_date.png

 

5. Search for a relevant course or training plan.

Available in both the Card and List view types.

The Search field works on course and training plan titles. It looks for words that contain the search term and not just words that start with the search term used.

 

NOTE   

Filtering works on courses and training plans of the selected completion status set. This means for example, that if you select only Completed courses and training plans to be shown, search results will run on completed courses and training plans only.

 

search_box.png

 

6. Filter by mandatory status.

Available in both the Card and List view types.

 

NOTE   

Filtering works on courses and training plans of the selected completion status set. This means for example, that if you select only Completed courses and training plans to be shown, the filtering will run on completed courses and training plans only.

 

The Mandatory icon indicates that the course or training plan is set as required for completion. Moreover, a training plan also has the Mandatory icon if at least one of the courses inside the training plan is set as required for completion. 

mandatory__4_.png

 

In the Card View, the Mandatory icon is displayed on the card of a mandatory course or training plan. To filter by the mandatory status of courses and training plansuse the Hide Inactive filter and select Mandatory Only

In the List View, mandatory courses and training plans show a corresponding icon in the Mandatory column. Selecting the Mandatory column enables you to sort courses and training plans, with or without the mandatory status shown first.

 

Actions on training cards

From each training card, the user can perform a selection of actions according to the training type and other settings:

To view the available actions, select the relevant icons or the ellipsis menu.

 

Cancel enrollment request

To cancel a course or training plan enrollment request, from the ellipsis menu on the relevant training card, select Cancel Request. Users are asked to enter the reason for cancelling their enrollment request.

 

View training

You can view a course or training plan in three ways:

  • Select the training title on the training card to go to the training home page.

  • Select the arrow icon on the training card to go to the training home page.

  • Select View Course/View Training Plan from the vertical ellipsis menu on the training card to go to the training home page.

 

1104.png

 

NOTE   

Action options, including the view, are unavailable for:

  • Unpublished courses and training plans of any completion status the user is enrolled in.
  • Imported courses the user is enrolled in.
  • Deleted completed courses the user was enrolled in at the time the training was deleted. No actions can be completed for these courses and their titles are grey.
  • Completed courses from the deleted catalogs the user was enrolled in at the time the catalog was deleted. No actions can be completed for these courses and their titles are grey. In progress and not started courses and training plans from deleted catalogs aren't displayed on the dashboard.

 

Retake training

The retake action is available if the certificate has expired or is about to expire, or if a course or catalog admin enables the Voluntary Retake option in the training settings.

Learners can retake a course or training plan in two ways:

  • Select the retake icon mceclip0.png on the training card.

  • Select Retake Course/Retake Training Plan from the vertical ellipsis menu on the training card.

For detailed information, see retake of courses and training plans.

 

retake_course.png

 

Unenroll from training

 

NOTE   

Learners can't unenroll from a course or training plan if:

  • Learners were enrolled in a course via an Azure Active Directory group.

  • Learners have already completed the course or training plan.

  • The Do not allow unenrollment option is toggled On for the course or training plan.

  • The catalog that contains the course or training plan has been deleted. Learners can still see the deleted courses and training plans, but their titles are disabled and the action options are hidden.

 

Learners can unenroll from a course or training plan from the ellipsis menu by selecting Unenroll. 

For detailed information, see how learners unenroll from courses and training plans.

 

Unenrolling_from_a_course_or_training_plan.png

 

Engage with courses

NOTE   

You can only engage with the content of active courses.

 

To navigate to the course content, select the course image on the course card or Play Course from the ellipsis menu on the card.

 

Play_course_option.png

 

You are redirected to the LMS365 course player, with the available learning items of the course opened on the first incomplete item.

 

course_player_opened_from_MTD.png

 

See a list of courses in training plans

NOTE   

You can only engage with active training plans.

 

To see a list of courses included in a training plan, select List of Courses on the training plan card or from the ellipsis menu of the card. 

 

list_of_courses.png

 

From the opened panel, you can navigate to any active, unlocked course included in a training plan. A lock icon is displayed for deleted and locked courses (with the prerequisites set). For locked courses, you first need to enroll in the course or complete all preceding courses before you can access the locked ones.

 

List_of_courses_on_My_Training_Dashboard.png

 

View session details

Training cards for Instructor-Led Training courses provide an option to view course session details - either the information icon on the course card or the Sessions details link on the ellipsis menu.

 

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The right-side panel displays session information: name, start date, contacts you can reach out to (sessions instructors or course admins if no instructors are assigned), and location.

 

Session_details_on_MTD.png

 

The Certificates & Skills section

Overview

This section can be hidden from the navigation by the admin.

The Certificates & Skills area provides users with an overview of their certificates and skills, and the status of these in the Certificates and Skills subsections respectively.

 

 

Certificates subsection

Overview

The Certificates subsection displays information presented in the following columns.

  • Training Name. Displays the title of the course or training plan for which the certificate is awarded. 

  • Status. Displays the status of the certificate. This can be Valid, Expiring, Expired, or Planned.
    The expiring status depends on the Certificate Expiry Reminder settings set in the Notifications section. By default, this is set to 60/30/14/7 days before the certificate expires. For example, 60 days before expiration, the certificate's status is changed to Expiring and a corresponding notification is sent to the user.

  • Issued Date. Displays the date when the certificate was issued.

  • Expiry Date. Displays the date when the certificate will expire.

 

 

Search and filtering

The Certificates subsection includes the following search and filtering options.

  • From the Select Status filter, select the relevant statuses (Valid, Expiring, Expired, or Planned) to display only the certificates that have the selected status. By default, all certificates with all statuses are displayed in certificate issue date order, with the most recent issue date displayed at the top of the list.



  • To search for a specific certificate, use the Search field. The search looks for words that contain the search term, not just words that start with the search term used. The search runs on the courses and training plans for which the certificate is awarded.

  • Each column can be used to sort the list by selecting the column's name. By default, certificates are ordered from newest to oldest certificates (based on the issued date).

  • Selecting the Issued Date column, certificates can be sorted from newest to oldest (down arrow) or oldest to newest (up arrow), based on the issued date.
    The same logic applies to the Expiry Date column—certificates with the oldest (down arrow) or nearest (up arrow) expiry date will be displayed first.

 

Available actions

Additional information and action links on the certificate card are available in the right-hand column and from the ellipsis menu.

  • Download Certificate. Download the certificate to your local computer. You can download certificates for deleted completed courses or training plans as well, but their titles are disabled and grey, so they can't be accessed.

  • View Course/Training Plan. Redirects you to the home page for the training for which the certificate was awarded.

  • Unenroll. Available for certificates with the Planned status only. Allows you to unenroll from the course or training plan that the certificate will be awarded on completion.

  • Sessions details. Opens a right-side panel, where session information is displayed: name, start date, contacts you can reach out to (sessions instructors or course admins if no instructors assigned), and location.
  • Retake Course/Training Plan. Unavailable for certificates with the Planned status. Allows you to initiate a retake of the training for which the certificate was awarded.

 

NOTE   

When retaking a course or training plan, a user sees duplicate certificates with different statuses for this training. One of these certificates has the Valid/Expired/Expiring status and the other is Planned.
A triangle with an exclamation mark is shown on the training card of a certificate with the V
alid/Expired/Expiring status, indicating that the user is retaking the training for which the certificate is awarded.
After the retake is completed, only one certificate is valid and shown in the Certificates: the Planned one becomes Valid, the previous one with a Valid/Expired/Expiring status remains in the Transcript only.

 

Skills subsection

Overview

To view skills, the skills license must be activated by the Microsoft 365 global admin.

The Skills subsection contains information in the following columns.

  • Skills. Displays the title of the skill and its level.

  • Granted by. Displays one of the following types of information:
  1. The title of the training which, upon completing, awards the skill. The title of the training is an active link that redirects you to the training home page. The training title is disabled and grey when the training is deleted, ended, unpublished, or imported.

  2. The name of the person who has manually awarded the skill to the user via the Users page or Line Manager Dashboard without assigning the user to a specific training. You can contact this person via email by selecting their name.

 

  • Status. Displays the status of the skill: Valid, Revoked, or Planned.

Valid. The skill is valid. If you see the exclamation mark near a valid skill, it means that the training for which the skill is awarded is being retaken. In this case, the valid status of the skill is your previous achievement and the skill with the planned status listed under a retaken one will become valid after the retake is completed.

Revoked. The skill has been revoked.

Planned. The skill is planned to be awarded upon training completion.

  • Achievement Date. Displays the date on which the skill was awarded.

  • Revocation Date. Displays the date on which the skill will be revoked.

 

Search and filtering

The Skills section includes the following search and filtering options.

  • From the Select Status filter, select the relevant statuses: Valid, Revoked, or Planned. Only skills of the selected status are displayed. By default, all skills with all statuses are shown.



  • To search for a specific skill, use the Search field. The search looks for words that contain the search term, not just words that start with the search term used. The search runs on the course and training plan titles for which the skill is awarded.

  • Each column can be used for sorting skills. To do this, select the column's name.
    By default, skills are displayed with the newest ones (based on the achievement date) at the top of the list.
    Selecting the Achievement Date column, skills can be sorted from newest to oldest (down arrow) or oldest to newest (up arrow) based on the achievement date.
    The same logic applies to the Revocation Date column—skills with an older (down arrow) or sooner (up arrow) revocation date will be sorted.

 

Available actions

Additional information and action links are available.

  • View Course/Training Plan. Available from the ellipsis menu. Redirects you to the home page of the training for which the skill was awarded.

  • Unenroll. Available on skills that have the Planned status only. Allows you to unenroll from the course or training plan for which the skills will be awarded on completion.

  • Sessions details. Opens a right-side panel, where session information is displayed: name, start date, contacts you can reach out to (sessions instructors or course admins if no instructors assigned), and location.

  • Retake Course/Training Plan. Unavailable for skills that have the Planned status. Allows you to initiate a retake of the training for which the skill was awarded.

Certificates_and_skills_section_of_MTD.png

 

The Transcript section

Overview

This section can be hidden from the navigation by the admin

In the Transcript section, users see an overview of all courses and training plans they are enrolled in, all planned, valid, expiring, and expired certificates, and all planned, valid, and revoked skills across all catalogs to which they have access.

The Transcript section includes three subsections: Training, Certificates, and Skills. To navigate between subsections, use the Select Filter drop-down list and select the subsections you want to display. By default, all subsections are displayed. Selecting all the subsections from the filter has the same effect as an empty filter.

 

 

NOTE   

Users don't see the training or the certificates/skills associated with it if:

  • They've been added to the waiting list.

  • They've sent the enrollment request, but it hasn't been approved yet.

  • They've enrolled in the training, but this training was unpublished.

  • They've enrolled in the training, but it was unpublished before they started it. 

 

Training subsection

Under Training, users can see all courses and training plans they are enrolled in, across all catalogs to which they have access. This includes courses and training plans from deleted catalogs.

The following information about courses and training plans is displayed:

  • Training title.

  • Completion status (Not Started, In Progress, or Completed).

  • Completion date for completed courses and training plans.

  • CEUs (if set).

Each column in the Training subsection can be used for sorting by selecting the column name. By default, courses and training plans are ordered alphabetically by name (A-Z). 

Selecting the title of a specific course or training plan redirects you to its home page. If a course or training plan has been canceled, unpublished, deleted, or imported, it can't be accessed its title is disabled.

NOTE   

If the Voluntary Retake option is enabled and a user is retaking a course or training plan, the status of this training is Not Started or In Progress (depending on the user's progress), but the user's previous completion records are still registered in the user's training records in Transcript.

training_transcript.png

NOTE   

An asterisk * near numbers in the CEUs column notify you that these are planned CEUs that will be received upon completion of the training. Moreover, under the list of all courses and training plans, at the bottom of the section, you can track Earned CEUs that have already been received, * Planned CEUs that will be received, and Total CEUs (the sum of earned and planned CEUs).

 

The Certificates subsection

Under Certificates, users can see all their certificates listed with title, validity status (Valid, Expiring, Expired, or Planned), the issued date (except for planned certificates), and the expiry date (if set). If users have more than one certificate for a course or training plan, all of them are shown in this section.

Each column in the Certificates subsection can be used for sorting by selecting the columns name. By default, certificates are sorted by issued date.

Selecting a title of a course or training plan in the Certificates subsection redirects you to the training home page. If a course or training plan has been canceled, unpublished, deleted, or imported, it isn't possible to access it and its title is disabled.

 

 

The Skills subsection

Under Skills, users can see all their skills listed with title, validity status (Revoked, Valid, or Planned), the achievement date (except for planned skills), and the revocation date (if set). 

Each column in the Skills subsection can be used for sorting by selecting the column name. By default, skills are sorted by the achievement date.

The Granted by column displays either the title of the training or a person's name, depending on the way the skill was received:

  1. The title of the course or training plan which, upon completion, the skill is awarded. If the training link is blue, you can select it to go to the training home page. If the training link is grey, it is disabled because the training is canceled, deleted, ended, unpublished, or imported. 

  2. The name of the person who has manually awarded the skill via the Users page or the Line Manager Dashboard. You can contact this person via email by selecting their name.

 

Export Transcript data

The Export to PDF option in the Transcript section enables you to download the entire transcript that shows all skills, certificates, and courses and training plans that the user is enrolled in. This option is available regardless of what subsections are displayed in the Transcript section. 

 

 

The downloaded transcript supports multiple language characters and contains detailed information on Training, Certificates, and Skills.

 

transcript_pdf.png

 

Under Training, users can see all courses and training plans they are enrolled in, across all catalogs for which users have access. The title, status (Not Started, In Progress, or Completed), the completion date (for completed courses and training plans), and CEUs are displayed. Courses and training plans from deleted catalogs are also displayed in this view.

Under Certificates, users can see all their certificates. The title, validity status (Valid, Expiring, Expired, or Planned), the issue date (except for planned certificates), and expiry date (if set). If users have more than one certificate for a course or training plan, all certificates relating to the training are displayed in this section.

Under Skills, users can see all their skills. The title, validity status (Revoked, Valid, or Planned), the achievement date (except for planned skills), the revocation date (if set), and in the Granted by column, the training title which, upon completion, the user was awarded this skill or for which somebody manually awarded the skill to the user.

 

The CEUs section

Overview

This section can be hidden from the navigation by the admin

In the CEUs section, users can get an overview of their received CEUs. This section displays only the courses and training plans that the user is enrolled in that offer CEUs. The title, training type, number of CEUs granted, and the user's CEU status (Earned or Planned) are displayed.

CEUs from completed deleted courses and training plans are also displayed here, but they can't be accessed and their titles are disabled.

To see the CEUs for each course in a training plan, select Expand next to the training plan title.

 

 

At the bottom of the CEUs section, a bar shows a summary of the CEUs and their status.

  • Earned. CEUs that have been received upon training completion.

  • * Planned. CEUs that will be received upon training completion.

  • Total. The sum of earned and planned CEUs. 

When users retake a course or training plan, they see duplicates of this training - one with the Earned status and an explanation tooltip notifying them that the training is being retaken, and one with the Planned status.

The Earned status is the user's previous achievement and the number of CEUs the user has already received.

The Planned status shows the number of CEUs the user will receive after a successful retake. 

After the retake is completed, the number of CEUs earned is updated, the duplicate with the Earned status is deleted, and the Planned one becomes Earned and is the only one displayed.

 

NOTE   

  • The number of CEUs earned upon training completion isn't updated if the number of CEUs offered for the training is changed after the user has completed it.

For example, when a user completes a course or training plan, the number of CEUs earned for it is 12. Sometime later, a course admin changes the number of CEUs earned for the course or training plan to 20. The user's CEUs earned for this course or training plan isn't updated and stays at 12. The user can retake the training to get the CEUs updated, if required.

  • The number of CEUs earned upon training completion is updated if the number of CEUs offered for the training is changed after the user has completed it and the user then retakes the training.
    The change to the number of CEUs is displayed on the training card.
  1. If the number of CEUs earned for completing the training isn't changed, the user sees +0* on the training card with Planned CEUs. CEUs will be updated after the retake is successfully completed.

  2. If the number of CEUs earned upon training completion is increased, the user sees +(difference between the CEUs already earned and the new value set)* on the training card with Planned CEUs. CEUs will be updated after the retake is successfully completed.

  3. If the number of CEUs earned upon training completion is decreased, the user sees -(difference between the CEUs already earned and the new value set)* on the training card with Planned CEUs. CEUs will be updated after the retake is successfully completed.

    CEUs_section_of_MTD.png

 

Available actions

Additional information and action links for the training are available in the right-hand column:

  • View Course/Training Plan. Redirects you to the home page of the training that offers CEUs.

  • Unenroll. Available on the CEUs cards that have the Planned status only. Allows you to unenroll from the course or training plan that the CEUs are offered on completion.

  • Sessions details. Opens a right-side panel, where session information is displayed: name, start date, contacts you can reach out to (sessions instructors or course admins if no instructors assigned), and location.

  • Retake Course/Training Plan. Available on the CEUs cards that have the Earned status only. Allows you to initiate a retake of the training that the skill was awarded for if the Voluntary Retake option is enabled.

CEUs_section_of_MTD.png

 

Search and filtering

The CEUs section includes the following search and filtering options

  • From the All filter, select the relevant statuses (All, Earned, or Planned) so that only courses and training plans that have the selected CEUs statuses are displayed. By default, all courses and training plans with all statuses are displayed in alphabetical order (A-Z) by title.

     



  • The Completion Period filter allows to you to filter courses and training plans that have a completion date in the selected date range. A panel that contains a calendar opens, enabling you to select the date range.

  • To search for a specific course or training plan that offers CEUs, use the Search field. The search looks for words that contain the search term, not just words that start with the search term used,  and runs on course and training plan titles.

  • Each columnTraining Name, Status, Completion Date, and CEUs—can be used for sorting skills by selecting the column name.
    Selecting the Completion Date column enables you to sort courses and training plans by the most recent to oldest (down arrow) or oldest to most recent (up arrow) completion date.

NOTE   

The applied search affects the view of the CEUs and therefore the number of CEUs shown in the bar at the bottom of the screen.

For example, if the user types "LMS" in the search field, the user can see only the CEUs of courses and training plans that have this word in the title and, in the bar at the bottom of the screen, only these CEUs are counted.

Also, the applied filtering affects the view of the CEUs and therefore the number of CEUs shown in the bar at the bottom of the screen as well.

For example, if the user selects only the courses and training plans with planned CEUs status to be shown, in the bar at the bottom of the screen, in the *Planned and Total CEUs, only these CEUs are counted.

 

The Leaderboard section

This section can be hidden from the navigation by the admin.

The Leaderboard section displays the ranking of users on the tenant based on the total number of earned CEUs, training completed, and certificates acquired. 

NOTE   

  • External users can see SharePoint profile pictures of other external users from the same domain. Internal users can see pictures from SharePoint profiles and Office 365 (provided they have a configured Office 365 profile).

  • If you have different pictures in your Office 365 and SharePoint profiles, you see a picture from  the Office 365 profile on the Leaderboard.


The Leaderboard section has three rating tables:
CEUs Earned, Training Completed, and Certificates Acquired.

You can select the date range for which the Leaderboard should count data using the All Time drop-down menu: This Week, This Month, This Year, or All Time (the last option is set by default). Progress and achievements during the selected period are displayed in all the rating tables in the Leaderboard section. Dates are set according to the regional settings of the current site.

 

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A maximum of 10 learners are displayed on the Leaderboard at a time. Users can see their own score at the bottom of the list, even if they are not in the top 10.

If a user hasn't completed training, earned CEUs, or acquired certificates, the user can still see themselves at the bottom of the list, with 0 points next to their name.

NOTE   

  • If users have the same number of CEUs, the user who earned the most CEUs first is displayed at the top of the CEUs Earned rating table. Where the number of CEUs for the course or training plan is changed, the number of CEUs earned is updated after the training retake is completed.

  • If users have the same number of completed courses or training plans, the user who completed the most training first is displayed at the top of the Training Completed rating table.

  • Expired and deleted certificates aren't counted in the Certificate Acquired rating table.

 

Settings

The Settings section is visible on My Training Dashboard for LMS admins only.

From this section, LMS admins can control the left navigation of the dashboard (globally for all users) and decide what information is available from the dashboard. For detailed information about the settings for the left-navigation of My Training Dashboard, visit this article.

 

Personal Preferences

In the Personal Preferences section, users can individually enable or disable LMS365 notifications when using Microsoft Teams to learn with LMS365. This option is disabled by default.

When enabled, users receive both Teams and email notifications as a main recipient if their email address is in the To field of the notification template. When disabled, users receive email notifications only.

 

 

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