How-To: View User Progress

Information on your personnel can be found by going to your Training Manager tab. Use the Reports and Personnel areas (both on the left navigation pane) to pull information from the system on your personnel’s progress and their account information.

Viewing Credentials and Licenses

Under Training Manager, access Personnel, and select Edit next to the user you want to view. Select the Credential tab. This shows you a specific member’s credential information with the ability to add or edit.

If you are looking for a group of people’s credentials, go to Training Manager, and access Reports from the left menu. Select Upcoming Credential Expirations. View shows you a snapshot of credential information for all credentials with an expiration date. The All Credentials report shows you all of the licenses and credentials in the system. Optionally, you can select to view for a specific group for both of these reports. Click Export to Email to view additional information.

Viewing Transcripts and Certificates

Under Training Manager, access Personnel from the left menu, and select Edit next to the person you want to view. Select the Courses tab. This gives you two buttons to click at the top of the section. Select User Transcript to pull up this user’s report showing their course completions. Select Print Certificates to show that user’s certificates.

You can also view user transcripts through the Training Manager and running the User Transcript report in Reportson the left menu.

Viewing Assignment/Training Plan Completion Status of Personnel

To check the status of individual member, under Training Manager, access Personnel, and select Edit next to the user you want to view. Select the Assignments or Training Plans tab. Here you can view their incomplete training plan requirements as well as incomplete assignments. Please note, if an assignment does not have a due date, this is because it is a shared catalog assignment.

Reports are very useful for viewing the status of courses and assignments for everyone or individual groups. Under Training Manager, access Reports from the left menu, and choose one of the following reports:

Assignment Status (and its Exception Report)
Classroom Attendance Report (and its Exception Report)
Classroom Overall Attendance Report (and its Exception Report)
Virtual Meeting Attendance Report (available if your organization has access to Virtual Meetings)
Activity Completion Summary
• Course Completions
• Course Completion Summary
• Course Status
• Incomplete Assigned Courses
• Training Plan Completions

Training Plan Status (and its Exception Report)

A variety of other reports are also available in our Reportssection as well.