My Company Dashboard Overview

Note: Users will need the permission 'Can See Training Records for Whole Company' to access the My Company Dashboard.

 

The My Company Dashboard functions in a very similar manner to the main dashboard, but provides additional features that are not available within your own dashboard view. 

 

The assignment status chart on the dashboard allows you to view the training profiles (including all non-compliant and compliant training records) by item across all of your company's users in one table.

 

Navigating to the My Company Dashboard

From the Main Dashboard, select My Company Dashboard from the dropdown:

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To view compliant training records for the whole company, click the green section of the assignment chart. Next, click 'show all completed training records'.

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All compliant training records will populate on the table below. You can download training certificates, add/remove columns, and export the table.

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Similarly, to view 'at-risk' training items for the whole company click on the yellow section of the assignment chart. To view all 'past-due' training items for the whole company, click on the red section of the assignment chart:

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The training information will populate in the table below the chart. If you would like to see 'compliant, at-risk, and overdue' training items for the whole company in one table, you can click the 'view all' option and then clicking on 'show all completed training records'.

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The table will populate with the whole company's training assignment information. You can download completed training certificates, add/remove columns, and export the table if needed.

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Note: If a user has any 'at-risk' or 'coming due' training assignments, they will NOT show up at all in the green section of the My Company Dashboard training in the assignment chart. It will ONLY show their yellow, at-risk items in the yellow section. If users have any past-due training assignments, ONLY their past-due assignments will show in the the red section, and they will not appear in the yellow or green sections of the training assignment chart. They will always show up when clicking the 'view all' option for training.

 

 

 

Enlarged view