My Team


Welcome to the My Team dashboard, where you will find the list of your people, manage their training goals, and track team progress. Click the horizontal tabs to navigate between team views.

People

Three charts summarize your employee training goals, listing both Courses to Complete and assigned Goal status. 

  • Courses – Total number of Courses To Complete by category: Required, Enrollments, Interests
  • Assigned – Number of assigned Goals by due date: No Due Date, More than 30 Days, Less than 30 Days, Past Due
  • Goal Progress – Bar chart displays percent each user has completed of their assigned training goals

The Filter   component allows you to refine the list of people in view. Sort the list by clicking column headers. Training Summary data will refresh to reflect data of current employee list.

  • Status – People with assignments past due are flagged with a red indicator on their User  icon.
  • User Details – Click the User  icon to view an individual's account information, such as their Email, Preferred Language, and Profile Details. 
  • Training Details – Additional icons provide an overview of the individual's training plan, including their list of Courses To Complete  , Assigned Goals  Training History  , and for those using certification programs, their Highest Achieved Certification  .
  • Action – Click the Edit Profile  button to manage a person's User Group membership. Type-ahead fields allow you to quickly add or remove them from any number of groups at each organization. Enter User Drill Down  mode to see the total end user experience. Click the [+Goals] button to open the Assign Goals tool. 

Goals

Two charts summarize your team'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 – Number of goals in each status: Achieved, Assigned, Waive
  • Assigned – Number of assigned goals by due date: No Due Date, More than 30 Days, Less than 30 Days, Past Due

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. Use the Filter   component to apply criteria that hone in on a target list of goals, or click column headers to sort the results list.

  • Click the Status icon to expand record details. 
  • Open the Edit Goal  form to view details and make changes.
  • Use the new Waive  icon to exempt a user from completing their goal assignment.
  • Click the Delete  icon to permanently delete training goals. 


Certifications

A bar graph at top of page tracks the number of people that have achieved each certification objective, providing a quick overview of team strengths and knowledge gaps. Results table provides the detailed list of users who are certified, who is working toward their compliance goals, and shortcuts for assigning new goals.

In all My Team tools, the Filter    component allows you to control the user population in view. Remove default criteria by selecting "None", or refine results by user and certification attributes. Then click Apply Filter to refresh certification results list and corresponding graph.

Each certification is listed by Name and Program Year, providing user counts and a shortcut to the goal assignment wizard. 

  • Goals column displays the number of employees who have been assigned that certification as a goal
  • Achieved column counts number of certified users on the team
  • [+Goals] button will open the Assign Goals wizard, with Certification pre-selected on the "Training Goal" step
  • Click the Status icon to expand a detailed user list, complete with Certification Progress bars and status drill down options


Pending Approvals

Manage employee requests for new account registration, security lockouts, interest list additions, or course enrollments. Use the Filter   component to refine the list of requests by Organization, Position, or User criteria. Apply "None" to see all, then sort the list by clicking column headers. 

Notice that each Type of request offers different detail expando icons, training information, and action options. All actions serve to Approve  or Deny  user access or training activities.

  • User Registration    There are two kinds of user access requests, demarcated by the "Pending Approval" description and "Action" options listed.
    1. Unlock User: LatitudeLearning has an Account Lockout security policy. Anyone who fails too many attempts at log in with an incorrect password will be locked out of the system. 
    2. New Registration: A new user wants to register at your organization.
  • Course Interest    If student is currently ineligible or otherwise unable to enroll in a desired course, they may still express an interest in future enrollment opportunities. Courses set to "Allow Interest List" and "Require Approval" will prompt managers to review such requests. 
  • Course Enrollment   – When a student enrolls in a course that requires approval, it is a manager's responsibility to approve, deny, or pay tuition in order to complete the enrollment request.