Managers and Supervisors can monitor team and learner progress on assigned courses through the Teams and Courses tabs, using summary data and filters. Detailed views show participation, step completion, dates, and sign-off status, with extra reporting and management tools when available. On mobile, the Team Course tab gives a simplified view of course assignments and learner progress.

Checking Progress and Status

The Teams tab shows you all of the teams you are currently a manager or supervisor of, along with how many Members are in each team and the progress on all of the course assignments, so you can track the percentage of completed assignments.

The Courses tab shows all courses currently assigned to your teams and indicates how many teams are assigned to each course. Additionally, you can see which courses your team members are currently working on.

Assignment completions in this view are aggregated by each team that the user is a Manager or Supervisor of. You can search by team name from this view and can sort the lists through the column sorting in the table. The table is also paginated. The ﬁlter options on this page are either Active or All Courses. Active courses will show assignment completion data for all courses that have at least one incomplete assignment. All courses will include assignments for fully completed courses.

Clicking a course will let you check your team's progress.

Here you can see all of the team members who have participated in this course and their progress. You can also see when they started the course, along with who is required to sign oﬀ on the assignment if applicable.

Click each user to view additional details about their progress in the course, including which steps have been completed and the start / completion times.

Deleting and Marking Assignments as Complete

By clicking on the horizontal ellipses as shown in the screenshots below, you can delete or mark an assignment as complete.

If the Mark Complete option is enabled, a manager can mark an assignment as complete on behalf of a learner. This will allow the learner to receive credit for completing the course without having to proceed through the course content on their own.

Exporting Views to CSV

If the CSV Export option is enabled, a manager can export a CSV of any reporting view. The CSV will include all visible table columns and rows, as well as unique IDs for Teams, Courses, and Learners.

Please contact your Customer Success Manager to have this feature conﬁgured.

Viewing a Learner's Certificate of Completion

By viewing the Detailed Assignment Report for a user, you can view their certiﬁcate of completion and print it on their behalf. The certiﬁcate will only be available if that user has completed the course/assignment.

Contact your Customer Success Manager to have this feature conﬁgured.

Team Reports (Mobile)

As a Manager or Supervisor, you can view a team's course progress and individual learner progress in the Team Course tab.

At a glance, you can see for each course, the number of learners that the course has been assigned to, and the number of learners who have completed the course.

You can further drill down into course progress details by tapping on a speciﬁc course. There, you will see details on who the course has been assigned to. Selecting an individual learner's name will let you review specific completion status for each step in a course, so you can take follow-up action if needed.