Page Comparison

1. Find colleague

• Click Manager (top left) and select Direct Reports

• Click the required name

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2. View assigned learning, achievements & badges/points

Use the options across the top of the screen to view assigned learning, achievements & badges/points

To view all learning items that are either still in progress or not yet started:

• Click Courses

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To view what colleagues have achieved:

• Click Achievements

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• Click Badges and Points

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1. Switch to admin view

• Click your initials (top right) and select Switch to admin view

2. Select course

From the navigation bar:

• Click Content

• Search for the required course

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• Click the relevant course
  You can assign online videos, webinars and classroom training from here

2. Assign a course to one person

• Click People

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• Click Assign to existing people

• Tick the relevant name

• Click Assign

3. Assign a course to more than one person

• Click People

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• Click Assign to teams

• Tick the relevant team name

• Click Assign

1. Switch to admin view

• Click your initials (top right) and select Switch to admin view

2. Select course

From the navigation bar:

• Click Content

• Search for the required classroom course - e.g. Negotiator L1 Classroom

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• Click the relevant course

2. Select module

• Click the required module

3. Assign people to the course

• Click Register

• Click Assign existing people to the course

• Tick beside the names of the people you want to register on the course

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• Click Assign

4. Register users to the session

• Ensure the relevant people are selected

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• Click drop-down menu on right and select Register to session

5. Select session

• Select the required session date/time
  
  Send email notifications is ticked by default
  

• Click Register
  
  

1. Switch to admin view

• Click your initials (top right) and select Switch to admin view

2. Select reports option

From the navigation bar:

• Click Reports

3. Reports dashboard

Reports for your training admin account can be created here, saved reports are also shown

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• You can run Quick reports or you cancreate your own reports via the Reporting Engine, see next step

4. Select report type

From the dashboard shown in step 3 above:

• Click Reporting Engine (top right)
  

• Select what you want to report on
  e.g. course completion report
  

• Click Team to expand the section, then click Details, Results & Team Course

5. Build report - select data columns to appear in report

• Click any item on left to expand the options offered

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• On right, select options to add or remove the data columns you want to include in your report (data columns can also be reordered)

• Click Next

6. Build report - set up report options

Set up report options:

• Timezone to report on:
  select User Timezone from the drop-down menu
  

• Choose whether to include all OR select:

  • Users

  • Courses
    

• Select whether to run report for Course Assigned Date or Course Completion Date
  Course assigned date will show users overall completion percentage
  Course completion date will only show completed courses
  

• Click Next (x2)

7. Select download options

The report can be downloaded immediately or scheduled

• Use the tabs at the top to choose to Schedule Export or Download Now

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• Report Name: enter name for report

• Format: choose export format, e.g. CSV

• Frequency: select the export frequency from the drop-down menu, options shown above

• Share Report: choose whether to share the report with other users

• Click Build & Save