Manager Dashboard

Manager Dashboard

Intended Audience:  Managers only

A clear intuitive overview of learner progress

The manager dashboard gives you quick access to the numbers that matter most about learner enrollments.


Manager dashboard: overview

Cards, charts and graphs show users with manager permissions the current progress of learners, with options to filter by course, group, or user status (enabled or disabled).

The following screenshot shows the top half of the manager dashboard.


Learner progress defined with numbers

Each status includes the number of learners in that status, and an option to view the relevant list of learners.

Filter to check by courses, groups, or user status

Break down the numbers to view learner statuses by courses, by groups, or by user status. The following screenshot show the top half of the dashboard with the User status of Login enabled selected.



Progress chart

See a high-level summary of the most important statuses - Not Started, In Progress, and Completed/Passed - as a circular chart.

Refresh data

By default Safety Made Simple updates your status data at least every 4 hours.

Refresh data lets you access current data manually.

NotesNote:
 The most recent changes to learners' status may not appear immediately.


Send reminder messages to learners by status 

NotesNote: contact your Customer Success Manager to turn on the reminder option.

From the dashboard status cards, select a group of learners to send a quick reminder message through the portal and by email. 

The following screenshot shows a group of learners with Not Started enrollments, and the option to Send message.



Safety Made Simple provides a short editable message that you can tailor as required.

The following screenshot shows an example of the message dialog.




Access permissions

·         admins with full portal permissions: can turn on the manager dashboard. An admin must turn on the manager dashboard for each top-level and sub-portal, as required

·         managers and managers with instructor permissions: can access the dashboard, in top-level and sub-portals

Manager dashboard is currently available to manager user types only.


Turn on the manager dashboard

1.       From main navigation go to Settings > My Portal > Home and Dashboard.

2.     From Manager Dashboard, select Show manager dashboard to manager users.

3.     Save to finish.

The following screenshot shows Manager Dashboard highlighted, with the feature turned on. 


Access the manager dashboard

When available, manager dashboard appears by default to managers when they select Dashboard from the main navigation.

Filter for a course or group

1. Select Filters.

2.      Select Courses, Groups, or User status to view a smaller set of learners, and select Apply.

3.      Select Clear > Apply to remove the filters.

View learners in a specific status

1. From any of the named cards, select View list to see learner names and courses.

2.      To filter the status list:

·     select Courses, Groups, or User status

·     lfrom the dropdown, select your course, your group, or the appropriate status > Apply

·     select Clear > Apply to remove the filter

The following screenshot shows a sample of the Completed list, with filters.


View course completions

By default the graph shows course completions from the last 7 days.

Select the date range to change the display and show alternative dates, up to the last 365 days. The following screenshot shows Course completions for Last 90 Days.



Send a reminder to learners through the dashboard

1. From main navigation select Manager Dashboard.

2.      Optional: select Filters and apply as required, to limit the display to a specific courses or groups, or both.

3.      From the status data, select View list to see the learners in that status:

·     For the given status, select all in the list, or select individuals you need to contact.

·     Select Send message.

·     From the dialog that opens, review the suggested reminder text, and edit as required.

·     Send to finish the message.

4.      Select Dashboard to return to the Manager Dashboard.

The following screenshot shows learner status data from the Manager Dashboard, with View list for the Not started status highlighted.




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