Needing Attention

The Needing Attention page displays things that need

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's immediate action. For example, approving enrollments to

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, or taking action on expired safety trainings.

You can access the Needing Attention page in 2 ways:

First, in the main menu on the left of the page, Click on My Team and then the Needing Attention subpage will show underneath.

The second method is by navigating to the individual team member’s page and clicking on the Needing Attention purple square in the User Statistic Dashboard.

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The number in Needing attention purple square, displays the number of Expired completions of assigned courses and Approval pending.

Needing Attention Performance Dashboard

At the top of the page, the

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can view the overall numbers for courses that need his/her attention.

Expired Certificate Of Completion for Assigned Courses & Approval Pending

The Expired completions of

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and Approval pending statistics display the number of courses that need a manager’s attention or approval.

Expired completions of assigned content

The number of team members that have an expired certificate of completion and need to retake the course. The

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can assign the course to the

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again.

Approval Pending

The number of courses or trainings that are pending

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. To approve items, use the table below the dashboard, further down the page.

Assigned, But Not Completed & Assigned, But Not Started

The Assigned, but not completed and assigned, but not started squares display the number of team members that have courses that are assigned to them but are not completed or started.

Team Members Who Have Items Pending

Below the overall performance dashboard on the Needing Attention page, the

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can view a table of team members who have items awaiting

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or other action.

The table is divided into 5 columns:

Name: The name of the team member relating to the action item. A manager can use the search box at the top of the column to search for a specific team member by name.

Completion expired: The number of

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of completion that has expired per team member. For each expired certificate, the course needs to be retaken.

Approval pending: The number of items that waiting for

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.

Other: The number of courses’ that are assigned and not assigned for the team member.

Actions: Click on the View User button to navigate to the team member’s page to manage the team member and see more details.

Acting On Items That Need Attention For a Team Member

To view the items for each team member that need attention, click on the arrow to the left of the team member’s name in the table. The arrow will turn blue when hovering over it.

After clicking the arrow, the row will expand and show a list of courses or training needing attention for the team member.

The expanded row will show the name of the course, the type, the status, and the action needed.

Go To Checklist Page

The Manager can click on the blue link in the Actions column. that will lead to the checklist tab, where the

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can approve the team member pending checklists.

Approve Button

The manager can click on the purple Approve button in the Actions column. After approving the item, the name of the course will disappear automatically from the needing attention page.