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.
LMS managers will find an extra Goals link provided on their Employees and My People pages, where they can go to view 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 your 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 the [Filter >] button to apply criteria that refine the list of 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 [+Goals] button to open the Assign Goals page.
Some LMS clients wanted to provide their 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 system allows administrators to audit waived goals in the Summary Graphic and Goal Details view. We will be enhancing the Reports engine with new filters and columns that provide audit information on waived goals when we release our new Course Goals feature, scheduled for October 28, 2018.
Students with access to the Navigation page My Goals icon will notice a goal assignment counter. Click this icon to open the new 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 here. It's important to note that students are not allowed to edit goals assigned by rule or by their manager.
If you have enabled the Self Assign Goals feature from the LMS Information page, students will see a [+Goals] button 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...