Manage scheduled lessons

In this guide, I am logged in as a Supervisor as supervisors typically manage schedules. Note that the functions available to supervisors are also accessible to Admin users. 

Supervisor Dashboard

Click on Manage to bring up the Supervisor Dashboard. 

This gives an overview of current training schedules and gives the Supervisor the ability to drill down using the groups filter and clicking on the pie chart to bring up the Review page with the appropriate filter.

Review

Click on Review tab or the pie chart on the Dashboard to bring up the Review page. 

• Review allows you to see upcoming training that is scheduled for the Trainees you manage.
• We can see the status of the lesson schedule (scheduled, due, overdue) as well as the Trainee's progress into the lesson.
• We also have a variety of filters available to find scheduled lessons.
• We can action these Schedules either individually, using the ellipsis on the right, or by selecting multiple schedules using the checkbox behind the Initials Avatar on the left.

Scheduled Lesson Actions

Click the ellipsis to bring up the scheduled lesson actions.

• Send Reminder - A reminder email sent to the user to prompt them to complete their lesson.
• Manually Complete - Manually mark the lesson as completed.
• Reschedule Lesson - To schedule the lesson for a different date or overdue date
• Cancel Schedule - To cancel the scheduled lesson altogether.

If these actions don't make sense for your organisation you can customise what actions a supervisor can perform using the Roles and Permissions feature. Ask the team for more.

Reports

There is a range of reports available to manage the trainees learning progress. Reports available to your organisation depends on features turned on. If the owner of your platform turned off the Skills feature, you will not see the Skills Report in the Reports selection page.

Click here for more details Reports.

Skills Matrix

Click on the Skills Matrix tab to bring up the Skills Matrix page. We can filter the Skills Matrix by All Lessons, All Skills, or All Achievements depending on the features your organisation is using.

The Skills Matrix is a pivot table that allows you to see the status of a Schedule on a per Trainee and per Lesson basis. It offers an additional perspective to the Review page because it can also show completion.

Read about Managing Users here.