This course driven page will let you see insights on the individual user level. The User Insights page will help you, as a Manager, keep track of who has completed what for a specific course. You can see their scores, as well as send reminders to users who haven't completed the course or need to review pitches.
Admins will also have access to the My Team tab and insights, and they will see all the courses and paths across the entire instance.
Key features
- Quickly see which users have completed their coursework
- Send reminders to users with incomplete components
- Reset tests and revert pitches to drafts
- Issue certificates to users
You need this to succeed
- Administrator access or a Manager role with users assigned to you
- Promoted member with courses & learning paths promoted permissions
The quick way to awesomeness
- Navigate to the My Team hub
- Open a course to see the Course breakdown
- Analyze the User Insights page to see how your team is doing with completion
Choose your success platform
 Windows Desktop |
 Web App |
See how it's done on the Windows Desktop app
- From the My Team hub, click into any Course to get more detailed information regarding that assignment.
- At the top of the User Insights page, you will see three tiles to help you filter by Incomplete Users, Users with Failed Tests, or Users with Failed PitchIQs. Click into any tile to see a list of those users.
- Click on User Insights to return to the list of all users. User Insights presents a table of all users assigned to you for that particular course.
You will find a variety of information here related to course completion for each user, including:
Course Status: Incomplete, completed, or overdue
Test Score: Test score in percentage, or a dash for pending and incomplete assignments
PitchIQ Score: PitchIQ score in percentage, or a dash for pending and incomplete
Test P/F: a P for passed tests, an F for failed tests, or a dash for pending or incomplete
Course type: Required or Elective. For elective courses, users have to opt-in to enroll in the course. If no users have opted into a particular course, no information will be available here.
Click on any of these columns to sort the user table results. - If a user has already submitted their PitchIQ or Test and it needs to be reset, click the three dots to the right of their row on the table. Click Reset user's test, or Revert user's pitch. You will be prompted with another message to let you know this will permanently delete the user's score, then click Reset and Send Email. They will receive an email that their test or pitch has been reset.
- When the course has a complementing certificate assigned to it, you can issue a user's certificate by clicking the three dot menu and selecting Issue certificate.
- If a user has not completed the course, click the dots to the right of their row on the table to send them a reminder. Customize the message, if desired. The user's name will automatically populate. Click Send Reminder.
- To remind users about their coursework, click Send Reminders above the user table.
- From the dropdown menu, select Users who have not completed their Course, or Users who need to grade PitchIQs.
- Click Next. You will have the option to customize the email reminder that users will receive. The variable values such as the user's name will be filled in correctly automatically. Click Send.
- To view the Course details, click Course Information.
See how it's done on the Web app
- From the My Team hub, click into any Course to get more detailed information regarding that assignment. This will display a list of all users assigned to you as their Manager who are assigned to the selected course, and detailed stats regarding their performance on the course.
- To view the course information, click Show Course Information.
To filter desired groups, click the Groups drop down and select the groups you wish to see. Click Apply. Use the Users dropdown to do the same for individual users.
Click the Statuses dropdown to filter the users by their Status in the course. Statuses include Overdue, Incomplete, Completed, or Not Started.
- Within the User Breakdown table you will find a variety of information related to course completion for each user, including:
Course Status: Incomplete, completed, or overdue
Test Score: Test score in percentage, or a dash for pending and incomplete assignments
PitchIQ Score: PitchIQ score in percentage, or a dash for pending and incomplete
Test P/F: a P for passed tests, an F for failed tests, or a dash for pending or incomplete
Course type: Required or Elective. For elective courses, users have to opt-in to enroll in the course. If no users have opted into a particular course, no information will be available here.
Click the columns icon to add or remove any columns in the table.
- Sort the table by click on the Name, Test Score, or Pitch Score columns.
- If a user has already submitted their PitchIQ or Test and it needs to be reset, click the three dots to the right of their row on the table. Click Reset user's test, or Revert user's pitch. You will be prompted with another message to let you know this will permanently delete the user's score, then click Reset and Send Email. They will receive an email that their test or pitch has been reset.
- When the course has a complementing certificate assigned to it, you can issue a user's certificate by clicking the three dot menu and selecting Issue certificate.
- If a user has not completed the course, click Remind User to email them a reminder. Customize the message, if desired. The bracketed fields will automatically populate. Click Send Reminder.
- To remind users about their coursework, click Send Reminders above the user table.
- From the dropdown menu, select Users who have not completed their Course, or Users who need to grade PitchIQs.
- Click Next. You will have the option to customize the email reminder that users will receive. The variable values such as the user's name will be filled in correctly automatically. Click Send.
