My Training Goals

The My Goals page displays the logged in user's individualized training plan, with a detailed list of certification and/or course assignments. Students with access to the Navigation page My Goals icon will notice a goal assignment counter, as pictured here. They can watch their to-do list move from Assigned to Achieved as they complete all required training activities.

Summary Graphs

There are two charts that summarize a student's training goals:  One by Status and the other by Assignment Due Date. Number totals display inside of each graph, while hover text provides percentage details.

Goals – Chart displays all goals by status: Achieved, Assigned, Waived
Assigned – Chart shows number of assigned goals by Due Date: No Due Date, More than 30 Days, Less than 30 Days, Past Due

Manage Goals

Goal details and action buttons provide a simple way for students to manage their own training plan, and track progress at a glance. If the Self Assign Goals feature is enabled by the Portal Administrator in the LMS Information settings, students will see a +Goals button displayed in upper right corner. Only users who assigned themselves a training goal will see action options listed. 

  • Click the Status icon to expand record details, or click column headers to sort the list in a different way.
    Assigned  = To Do
    Achieved  = Complete
    Waived   = Exempt
  • Open the Edit Goal  form to view details and make changes.
  • Click Delete  to permanently delete a self-assigned goal.

Note that students are not allowed to delete or edit goals assigned by rule or by their manager. Although you may see the Delete All  icon in the results header, the LMS will only allow you to delete self-assigned goals.

The Legacy Experience Continues

Depending on a user’s profile assignments in the LMS, he or she will have different capabilities related to Certification and Curriculum goals. The table below shows, at a high level, what each type of user can expect. The “Portal Administrator” and “Student” roles listed correspond with the same roles in the LMS. Manager views could vary depending on their LMS Role (which controls the visibility of left navigation menu items) and their LMS Position (which controls the scope of user visibility within the organization, including those shown on the Homepage “Employees” tab or the Navigation - My Team page.) 

  • Goals tab or My Goals icon: Displays personalized Certification and Curriculum Goals with progress status
  • Certification tab or icon: Detailed display of the user's Certification status; click on courses to open details and enroll
  • Curriculum tab or Skill Profile icon: Detailed display of the user's Curriculum and status; includes ability to add or remove goals
Manager  In addition to all Student views listed above, supervisors can have access to...
  • Manage Goals > View Goals: View Department Goals; view Certification Goals and assign to others
  • Manage Goals > Goals > Assign Goals: Use the +Goals wizard to create ad-hoc goal assignments
  • My Team icon: Offers easy access to the manager's Employee list, Goals, Certifications, and Skills.
  • Employees tab > Department Certification: Displays Department Certification status; drill down to view individual Employee status
  • Employees tab > Department Curriculum: View Department Certification status; drill down to view Employee progress status; add or remove individual user Goals
  • Reports: Access to Manager-level certification and course goal reports with results scoped to their employees
Portal Administrator

Full rights to create and maintain Training Programs. In addition to the Student and Manager views listed above, these users see...

  • Certifications: Build and maintain all Generic, Primary, and Certification rules for certifications and curricula; Maintain Skill Profiles and Programs; Set Program Configurations
  • Goals Management: Edit Goal Transitions; Calculate Certifications; Override Objectives; add and manage Goal Rules and create ad-hoc Goal Assignments
  • Organizations: Maintain Position Hierarchy and Position Groups
  • Reports: Access to all certification and course goal progress and completion reports; create reports and distribute to other roles