Who is this article for?

Supervisors and Admins who need to manage lesson schedules and monitor trainee progress.

 

Supervisor or Admin is required.

 

Summary: This article explains the training management features available to Supervisors and Admin users, including dashboard navigation, schedule actions, and reporting tools.

📘 What it is: Definition

Supervisors and Admins have access to tools that help manage training schedules, monitor trainee progress, and generate reports. These features are accessible via the Dashboard.

🎯 Why it matters: Impact

These tools streamline training oversight, allowing supervisors and admins to take action on scheduled lessons, send reminders, and analyze progress through reports and matrices.

📌 Key points

• Dashboard

  • Access via the Manage > Dashboard tab.
  • View current training schedules.
  • Use group filters and pie chart to drill down into the Review page.

  

• Review Page
  • Access via the Review tab or pie chart.
  • View upcoming training for trainees you manage.
  • See lesson status: Scheduled, Due, Overdue.
  • Monitor trainee progress.
  • Use filters to locate scheduled lessons.

Action schedules individually via ellipsis (⋮) or in bulk via checkboxes that can be accessed by hovering through the user's initial icons.

• 

• Scheduled Lesson Actions
  • Send Reminder: Email prompt for lesson completion.
  • Manually Complete: Mark lesson as completed.
  • Reschedule Lesson: Change lesson date.
  • Cancel Schedule: Remove scheduled lesson.
  • Actions can be customized via the Roles and Permissions feature if needed.

• Reports
  • Range of reports are available to manage the trainees learning progress.
  • Reports are available depending on the features enabled features. If the Skills Report feature is disabled by the owner of your platform, the Skills Report will not appear.

• Skills Matrix
  • Access via the Manage > Skills Matrix tab.
  • Can be filtered by All Lessons, All Skills, or All Achievements.
  • View schedule status per trainee and per lesson basis.
  • Offers a completion-focused view compared to the Review page.

❓ FAQs

• Q: Can Admin users access the same features as Supervisors?
  A: Yes, Admin users have access to all Supervisor functions.
• Q: What if I don’t see the Skills Report?
  A: It may be disabled by your platform owner.
• Q: Can I customize what actions a Supervisor can perform?
  A: Yes, use the Roles and Permissions feature to adjust available actions.

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