The My Team dashboard provides an at a glance view of all your staff (both your direct reports and the Users that report into your direct reports) and can be accessed via the Menu.
A card will be shown for each of your direct reports, as well a card for yourself.
If you have a large team reporting to you, use the Search fields at the top to search by First Name, Last Name or Organisation Unit.
The dials display your reports' progress towards their CPD requirements (if applicable) and activity completion, displayed as a % of any activities they are registered to.
Depending on how the dashboard has been configured by a Super Administrator, you may also see your users' progress through Mandatory Training activities, displayed as pie charts with a RAG status. Hover over the dials to see the number of activities.
If there are any RAG status dials showing, a key is displayed on top left-hand side of the page. This could be set according to the activity's due date or certificate expiry date.
The Overdue Registrations box shows the total number of overdue registrations for that User and will be red if they have any overdue activities or grey if they have no overdue activities.
Use the filters on the left-hand side of the page to toggle the view between My Direct Reports (default view) and All My Reports. You may also see the Additional Reports option if you are the Delegate Line Manager for any Users, or if you have any additional reporting line relationships.
You can also change which Organisation Unit is displayed, and narrow down the time frame of what is being displayed by amending the CPD Status and Activities Assigned filters. Use the Has Overdue Registrations tickbox to filter the view to only show Users with overdue activities.
Use the Activity Status box to search for a specific activity. This will display only those users who have been assigned the activity you search for.
Lastly, the Links box provides quick access to the My Team Activity and Reports areas of the LMS.
