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What Content/Reports Can a Team Lead/ Admin See?

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Ekta Gulati
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ROLES AND PERMISSIONS

Team Leads/Admins will always only see users/members assigned to the team/sub team but depending on the roles and permissions set by the account owner, team leads/admins will either have the ability to see courses/learning paths assigned to team only or will have the ability to see the courses/learning paths assigned to the team and individually to members of the team.

Two Roles and permissions exist to allow Team Lead/Admins to see what needs to be in their purview for courses/learning paths assigned as highlighted below. These roles and permissions  apply to the Quick Reports, Dashboard, Reports and People Pages. 



Content Assignment
People
Content (Courses/Learning Path)

Assignment Via Team

Team lead see’s all people associated with Team and sub teams

All courses/LP assigned directly to the team

Assignment Via User

Team lead see’s all people associated with Team and sub teams

All content associated with the People assigned to the team

 

View assignments at the team level only


Team Leaders/ Admins can see all learners who are assigned to Teams they are Team Leaders/Admins of and they can only see courses they have access to.  Meaning, they can see information for these courses if they are:

  •     Assigned through the team ONLY (that the Team Leader/Admin is promoted to)  


View assignments at both the team level and individual user level

Team Leaders/ Admins can see all learners who are assigned to Teams they are Team Leaders/Admins of and they can only see courses they have access to.  Meaning, they can see information for these courses if they are:

  •    Assigned through the team 
  •    Assigned individually to users of the team


TEAM LEAD/ADMIN REPORTING 

SUMMARY OF QUICK REPORTS

Quick Report

 Report Description Active/Inactive Course Active/Inactive People Active/Inactive User Assignment to Team Active/Inactive Course/LP assignment to Team Course Assigned via another team Sub Team data included  (Y/N) Role and Permission: View Assignments at the team level only  Role and Permission: View Assignments at the team and user level  Additional Information
Learning Path The Learning Path report shows a list of learning paths and user assignments and completions associated.  Active & Inactive Active & Inactive   Active  Active Not Included Y Only shows learning paths assigned at the team level for the team selected Shows learning paths assigned at the team level or at the individual user level.  
Course The Course report shows a list of courses and user assignments and completions associated.  Active & Inactive (default Active) Active & Inactive   Active  Active  Not Included Y Only shows courses assigned at the team level for the team selected Shows courses assigned at the team level or at the individual user level.  
People The People report lists all users and courses assigned to individual users along with the % completion across the courses to the user.   Active Only Active & Inactive   Active  Active Considered an individual assignment Y Only shows courses assigned at the team level for the team selected Shows courses assigned at the team level or at the individual user level.  
Team                    
  • Summary Report
 Lists out teams and Sub teams and total users, total courses and users with progress.  Active Only Active Only  Active  Active Not included in the context of the team report Select Team/Subteam Shows Assignments at team level only Shows Assignments at team level only  
  • User View
 List of users that belong to the team/subteam selected and associated # of team courses assigned, courses in progress, courses complete and courses not started.  Active Only  Active Only  Active  Active Not included in the context of the team report Select Team/Subteam Shows Assignments at team level only Shows Assignments at team level only  
  • Course View
 Shows the courses assigned to the team selected and number of people assigned and number of people with completions  Active Only  Active Only  Active  Active Not included in the context of the team report Select Team/Subteam  Shows Assignments at team level only Shows Assignments at team level only  
  • Course and Users View
 List of courses and users with completions  Active Only  Active Only  Active  Active Not included in the context of the team report Select Team/Subteam Shows Assignments at team level only Shows Assignments at team level only  
  • Chart View (Detail)
 Total users by course completion and % of users that have completed all the courses and % of users without any progress.  Active Only  Active Only  Active  Active Not included in the context of the team report Select Team/Subteam Shows Assignments at team level only Shows Assignments at team level only  
Modules List of modules and courses with drill down option to see list of users who have attempted the module. Includes # of attempts, score, last attempt etc)  Active only Shows active users in summary but filter for inactive and active in detail view  Active  Active Not Included  Y Only shows courses assigned at the team level for the team selected  Shows courses assigned at the team level or at the individual user level.  
Assessment User view and Question view of assessments.  Active only Shows active users in summary but filter for inactive and active in detail view  Active  Active Not Included  Y  Only shows courses assigned at the team level for the team selected  Shows courses assigned at the team level or at the individual user level.  
Survey Details on Survey responses.  Active only Shows active users in summary but filter for inactive and active in detail view  Active  Active Not Included  Y  Only shows courses assigned at the team level for the team selected  Shows courses assigned at the team level or at the individual user level.  
Scorm or Tin Can List of Scorm modules and drill down into user completions, score, time taken, number of attempts.  Active only Shows active users in summary but filter for inactive and active in detail view  Active  Active Not Included  Y  Only shows courses assigned at the team level for the team selected  Shows courses assigned at the team level or at the individual user level.  
Compliance Summary Shows all compliance courses along with total users assigned and total users that are compliant.  Active only  Active & Inactive  Active  Active Not Included  Y  Only shows courses assigned at the team level for the team selected  Shows courses assigned at the team level or at the individual user level.  
Achievements For all people in the current team, and all subteams, shows all courses or LPs, currently assigned, for those users and stats on achievements and gamification  Active & Inactive  Active & Inactive  Active   Active  Not Included  Y  Only shows courses assigned at the team level for the team selected  Shows courses assigned at the team level or at the individual user level.  
Points & Badges  Show list of all achievements (aka Gamification items) and metrics for how many users have earned them.  Active & Inactive  Active & Inactive  Active  Active Not Included  Y  Only shows courses assigned at the team level for the team selected  Shows courses assigned at the team level or at the individual user level. This only includes gamification items that have achievements from a user of the team. This will not include gamification items that have zero achievements.
ILT The ILT Report provides an overview of session registrations and course completions for ILT sessions.   Active only  Active & Inactive  Active   Active Not Included  Y  Only shows courses assigned at the team level for the team selected  Shows courses assigned at the team level or at the individual user level. The detail reports will only show session data if there are registrations for that session.
Boosts Shows courses with boosts along with total users assigned and total users that have completed the boosts.  Active only  Active & Inactive  Active    Active Not Included  Y  Only shows courses assigned at the team level for the team selected  Shows courses assigned at the team level or at the individual user level. Boosts will not show in the report 
unless it is assigned to the learner.

NOTE: 

  • Courses created by the team leader/admin with zero assignments or courses in the team library are currently not included in the reports

 

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