Welcome to the My Team dashboard, where you can find the list of your employees, manage their training goals, and track team progress. Click the horizontal tabs to navigate between team views. For additional support using the Course Details and Accreditation Details Slide-in Pages mentioned here, watch this VIDEO.

People

The Filter   component allows you to refine the list of people in view. Sort the list by clicking column headers. Training Summary data will refresh to reflect data of current employee list.

• User – Individual's last name, first name listed above their system username.
• Location – Individual's location name.
• Position – Individual's position name and code.
• Last Login – Date of the individual's last login
• Status – Individuals with assignments past due are flagged with an exclamation mark on their Status icon.
  •   Training Plan is complete
  •   Training Plan not assigned
  •   Training Plan in progress
  •   Training Plan has not been started
• Action – You can take the following specific actions. Clicking the Courses to Complete, Training Plan Detail, or Training History action icons will open a slide-in page. If you click on a course or accreditation from that point, an additional slide-in will overlay the view to show you course or accreditation details.
  For any slide-in, click the > arrow at the top of the slide-in next to the title to collapse it.
  • Courses To Complete   View an individual's Courses To Complete
  • Training Plan Detail   View an individual's Training Plan goals
  • Training History   View an individual's Training History (including the ability to download student Certificates of Completion
  • User Details   View an individual's account information, such as their Email, Preferred Language, and Profile Details.

Goals

Two charts summarize your team's training Goals, one by status and the other by assignment due date. Number totals display inside of each graph, while hover text provides percentage details.

• Goals – Number of goals in each status: Achieved, Assigned, Waive
• Assigned – Number of assigned goals by due date: No Due Date, More than 30 Days, Less than 30 Days, Past Due

Goals are displayed with User, Due Date, and Status information.  Watch the to-do list move from Assigned to Achieved as your employees complete their accreditation and course goals. Use the Filter   component to apply criteria that hone in on a target list of goals, or click column headers to sort the results list.

• Click the Status icon to expand record details.  Click the Goal name to open a slide-in for the course or accreditation goal with details about the employee's goal status.
• Open the Edit Goal  form to view details and make changes.
• Use the new Waive  icon to exempt a user from completing their goal assignment.
• Click the Delete  icon to permanently delete training goals. 

Accreditations

A bar graph at top of page tracks the number of people that have achieved each accreditation objective, providing a quick overview of team strengths and knowledge gaps. Results table provides the detailed list of users who are certified, who is working toward their compliance goals, and shortcuts for assigning new goals.

In all My Team tools, the Filter    component allows you to control the user population in view. Remove default criteria by selecting "None", or refine results by user and accreditation attributes. Then click Apply Filter to refresh accreditation results list and corresponding graph.

Each accreditation is listed by Name and Program Year, providing user counts and a shortcut to the goal assignment wizard. 

• Goals column displays the number of employees who have been assigned that accreditation as a goal
• Achieved column counts number of certified users on the team
• [+Goals] button will open the Assign Goals wizard, with Accreditations pre-selected on the "Training Goal" step
• Click the Status icon to expand a detailed user list, complete with Accreditation Progress bars and status drill down options

 

Accreditation Status Details

Each Accreditation Rule is listed with requirement name, description, and their compliance status in section header. Collapse or expand rule sets to get a full picture of remaining to-do items. 

•  Met – Standards user has already "met" are collapsed by default and display a green check mark next to rule name.
• Not Met – Requirement detail is expanded by default, providing course list with action buttons.

Required Courses are color coded according to user's transcript status. Click the Course Type icon to view details, or click an Action button to manage their enrollment.

• Green = Completed training
  Transcript Status: Attend (Pass), Attend No Bill (Pass)
• Orange = Training in progress
  Transcript Status: Scheduled, Launched, Attended (No-post test), Pending Manager Approval. Records in "Pending" status also display red exclamation icon.
• Blue = On Interest List
  Transcript Status: On Interest List, Interest Pending. Records in "Pending" status also display red exclamation icon.
• Red = User has completed transcript, but was not granted course credit.
  Transcript Status: Fail, Cancel, Incomplete, No Show, Ineligible
• White = Not enrolled, not on interest list.
  Transcript Status: Not Enrolled, Waitlisted

Other rule types, including Accreditation completion and Performance metrics, will display as single line requirements with no actionable click. These will also be color coded according to user's current standing.

• Green = Met
• White = Not Met

Skills

Skills are associated with the Accreditation type "Curriculum". Use the Team Skills page to quickly assess team compliance within each area of expertise. Drill into a Skill Profile to see which employees have certified, who has been assigned goals at each Skill Level, and manage enrollments.