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