Track and Manage Goals

Create individualized training plans by assigning learners certification or course "Goals”. There are several ways to establish a learner’s training goals, via automated Goal Rules or the manual Assign Goals process. This document explains how LMS managers and students track training goal status.

Goals Page

If the Portal Administrator has enabled "Set Team Goals" and/or "Waive Team Goals" from the LMS Information page, LMS managers with a role higher than "Student" will find a +Goals link on their Employees tab or My Team page where they can access and manage their employees' training goals. Summary graphics, goal details, and action buttons provide a simple way to manage goal assignments and track progress at a glance.

Summary Graphics

There are two charts that summarize the employee goal records, 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

Click Filter > to apply criteria that refine the list of goals and Apply Filter to execute those criteria.



Manage Goals

Training Goals are displayed with User, Due Date, and Status information.  Watch the to-do list move from Assigned to Achieved as your employees complete their certification and course goals. 

  • Click the Status icon to expand record details, or click column headers to sort the list in a different way.
  • Open the Edit Goal  form to view details and make changes.
  • Click Delete  to permanently delete training goals. This is for goals that were not assigned by rules.
    • Users in Student roles can only delete goals they assigned to themselves. (Assumes LMS Information setting "Self-Assign Goals" is enabled)
    • Managers can delete goals that they personally assigned to the student. If the manager changes, a new manager will not have access to delete the users' goals. Only the portal administrator can intervene to delete goals in that instance.
  • Use Waive  to exempt a user from completing their goal assignment. This is for goals assigned by rules to exempt someone from the requirement, while leaving the goal record intact so that the user isn't re-assigned the goal on the next scheduled or on-demand run.

Click +Goals to open the Assign Goals page. If managers do not see that button, the portal administrator should review the LMS Information setting for "Set Team Goals"  and ensure that the managers have, at a minimum, a Location Manager role on their relevant profiles.



Goal Status: Waived

Some LMS clients want to provide managers a way to "waive" an assigned training goal, as managers and their employees sometimes need flexibility in creating a professional development plan. This action is most commonly used to exempt a user from training requirements assigned by Goal Rules, in an effort to create a more individualized program. 

The LMS Information setting for "Waive Team Goals" must be enabled. This allows managers to waive goals for their employees. Portal administrators can waive rule-based goals for anyone.

Waived goal information is visible in the Summary Graphic and Goal Details view.  

My Goals

Students with access to the Navigation page My Goals icon will notice a goal assignment counter. Click this icon to open the My Goals page and discover the same functionality provided to end users interested in tracking their own training goals. 

All certification and course goals that have been assigned to, waived, or achieved by the logged-in user are listed on My Goals. Students cannot edit goals assigned by a rule or by their manager or portal administrator. 

If Self Assign Goals is enabled on the LMS Information page, students will see +Goals displayed in upper right corner. Only users who assigned themselves a training goal will see action options listed. Although they may see the Delete All  icon in the results header, the LMS will only allow them to delete self-assigned goals.



THE LEGACY EXPERIENCE

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.) 

VIEW   FUNCTIONS AND CAPABILITIES
Student
  • 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 may 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