(New) Super User Training Lesson #4: Introduction to Training

Once lesson three is complete, you will have the ability to successfully navigate this module's dashboards, access training dossiers, and find completed training records.

This lesson will focus on:

Training Module Dashboard
Training Dashboard View Types
Trainee Records/Dossiers
Finding Completed Training Records On Main Dashboard

Training Module Dashboard & View Types

Training Module Dashboard

The training module dashboard is displays all training information, including compliant, at-risk, and/or overdue training items. When navigating to the Training Dashboard, you will land on your personal dashboard. All training information shown in the pie chart is related to you only:

On the training status pie chart, you will see your training status; the pie chart can show a combination of green (compliant), yellow (coming due or new/incomplete), and red (past due) which represents your training status and items that need to be completed and/or are completed. 

The training pipeline displays what you have coming due in the next 4 months and also what is past due. You can click on the columns to drill into what you have past due or coming up and execute the training from the drilled in view.

Training Dashboard View Types

Depending on the permissions that are granted, users can access multiple dashboard views, including a "direct reports" dashboard and an "all company" dashboard. Users can access the documents full table and the documents archive table, as well as training course, events, test, and SCORM full tables from this dropdown.

Trainee Records/Dossiers & Finding Completed Training Records

Trainee Records/Dossiers

The application allows you to see the training records for yourself, your direct reports, and also all users in the company. The training records function allows you to drill into the users' dossier and see the status of their training.

To see training records and dossiers for users, please select training: trainee records from the training dashboard dropdown:

You will land on your personal dossier when clicking the training records option. To see other training records besides your own, you will need to click into the dropdown:

To view a training dossier, click the word dossier next to the user's name. You can also perform group actions on this table as well as export the table:

Finding Completed Training Records On Main Dashboard

Accessing multiple training records at once can be done from the "my company" main dashboard. From the view dropdown on the main dashboard, please select the my company dashboard option:

On the training pie chart, click the center percentage:

Next, click show completed training records:

Add the item name under the training item column. All completed training records for that item will populate on the table. You may download a training certificate for a user by clicking the green icon: