My Direct Reports

On this page you can review training performance and activity of your team members, and approve completions or

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enrollments.

In this section

• Getting started (this page) – get started with My Direct Reports.
  • Team overall performance dashboard (see below)
  • Team members table (see below)
  • Team member's detailed information (see below)
  • Course detailed information (see below)
• Needing Attention – review the Needing Attention trainings (waiting for approval, expired completions, not started, etc.)
• Delegate permissions - delegate your permissions to someone else.

Team overall performance dashboard

At the top of the page, the

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can review his/her team’s overall performance dashboard:

• Expiring completions - the amount of upcoming expirations within the next 60 days
• Completed trainings - the amount of trainings completed by your team members
• Mandatory, but not completed - the amount of mandatory trainings that were not yet completed
• Needing attention - the overall amount of the
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  that require attention/action. Click on the box to reach the Needing attention page

Team members table

This table present a list of your team members and their training activity.

Columns

• Name - the name of the team member

• Waiting for approval - amount of

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  waiting for approval

• Expiring - amount of upcoming expirations

• Mandatory:

  amount of mandatory

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  that were not started yet

  amount of started/completed mandatory

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• Recommended:

  amount of assigned recommended

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  that were not started yet

  amount of started/completed recommended

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• Optional:

  amount of started/completed optional

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• Target - the annual training target of the user

• Last activity - the last date of user activity

Actions

• Click on a team member's name to review the user's learning activity and information in detail (see below)

Team member's detailed information

To review a team member's information in detail, click on the user's name in the team members table.

In this section

• Dashboard - review the team member's dashboard
• Learning activity - review the learning activity and the needing attention
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  of the team member
• User information - review the team member's information and annual training target

Dashboard

At the top of the page, the

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can review the team member's dashboard:

• Expiring completions - the amount of the user's upcoming expirations within the next 60 days
• Annual training target - on the left, the amount of time spent so far on trainings, on the right, the annual training target time of the user
• Mandatory, but not completed - the amount of mandatory
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  that were not yet completed by the user
• Needing attention - the amount of the user's
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  that require attention/action.

Learning activity

Under this tab, there are 2 tables:

• Learning activity table
• Needing attention table

Learning activity table

In this table, you can see the user's training activity in the same way as in user profile training activity.

Needing attention table

This table follows the same principle as in the learning activity table, but here, unlike the learning activity table that contains the entire user's training information, you see the user's mandatory

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that require immediate attention/action.

User information

Under this tab, you can set the user annual training target, and review the user information.

Annual training target

The user's annual training target time defaults to 8 hours, you can override it by inserting a new target.

User's information

Review the user attributes, timeline, and overview.

Course detailed information

To review the information of a specific course, select it from the "Filter by content" window at the right top corner of the page.

The content list is ordered according to the assignment types: mandatory, recommended, optional, or not assigned.

In this section

• Dashboard - review the selected course dashboard
• Learning activity - review the learning activity of your team members for this course
• Course information - review the course information

Dashboard

At the top of the page, the

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can review his/her team members statistics for the specific course:

This dashboard has the same statistic boxes as the team overall performance dashboard, with a small difference, this one present the data of the specific selected course (in the screenshot above, "privacy world" course is selected, and the statistics are of that course).

Learning activity

Under thus tab, you cn review the learning activity of your team for the specific selected course.

The data is presented in a standard table, at the top on the table, you can see the name of the selected

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.

Columns

• Name - name of the team member
• Status - completion status
• Assignment - assignment type
• Completed - date of completion
• Expires - date of completion expiration (if any)

Course information

Under this tab, you can review general information of the course as defined in the course general settings.