Understanding "My Direct Reports Dashboard"

The My Direct Reports Dashboard functions in a very similar manner to your main dashboard, but provides additional features that are not available within your own dashboard. Consequently, please review Understanding the Dashboard Pie Chart and Activities List: Account Action Items Overview which cover the main dashboard functions. 

The My Direct Reports Dashboard allows you to delegate/re-assign signatures for your direct reports.

1. On the main dashboard, click the 

2. Select  from the drop-down menu

3. On the right side click, the Signatures needed

4. Find the item assigned to your direct report that you would like to delegate, click the  button to the right of the item

5. On the Delegate Step pop-out, select a user from the drop-down and click 

The Pie Chart for the My Direct Reports Dashboard allows you to view the training profiles (including all non-compliant and compliant training records) by item across all of your direct reports in 1 table. 

1. On the main dashboard, click the 

2. Select  from the drop-down menu

3. Either click the center of the pie chart to view all of the upcoming training items for your direct reports or a specific section (i.e. red, yellow, green) of the chart to view training items by user classification. 

4. (optional) If you would like to view ALL training records (including compliant) for your direct reports, while on your My Direct Reports Dashboard, follow the steps covered in How to View All of Your Training Items