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 and 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 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 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 Assignments tab, click on any Course to get more detailed information regarding that assignment. This will display a list of all users assigned to you as their Manager assigned to the selected course and detailed stats regarding their performance on the course.
- 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 the following:
- Overdue: course is past the due date, whether complete or incomplete
- Incomplete: a course that has been started but not completed ahead of the due date
- Completed: a course that has been completed on or before the due date
- Not Started: a course that has been assigned but not started
- Statuses include the following:
- 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 Result: Test score in percentage, or a dash for pending and incomplete assignments
Test Attempts: Number of times users attempted a Test.
Pitch Result: PitchIQ score in percentage, or a dash for pending and incomplete
Pitch Attempts: Number of times users attempted a PitchIQ.
Click the columns icon to add or remove any columns in the table. These column settings will be remembered.
- Sort the table by any desired columns by clicking the column field name.
- If a user has already submitted their PitchIQ or Test and needs a 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.
You can also find the options here to grade a test, PitchIQ, or remind the user of their assignment.
- When the course has a complementing certificate assigned to it, users can see a certificate and email it to themselves.
Note: Your users can access and email their certificate anytime after completing the required actions. As a Manager, you can still issue a certificate if the user completed a course and failed a test. This option is only available in these conditions.
- 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.
- Click Send Reminders above the user table to remind users about their coursework in bulk.
- From the dropdown menu, select Users who have not completed their Course, Users who have pitches to review, or Users who have no completed their pitch. The number in parenthesis indicates how many users are applicable for each reminder.
- 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.
See how it's done on the Web app
- From the My Team hub Assignments tab, click on any Course to get the more detailed information regarding that assignment. This will display a list of all users assigned to you as their Manager assigned to the selected course and detailed stats regarding their performance on the course.
- 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 the following:
- Overdue: course is past the due date, whether complete or incomplete
- Incomplete: a course that has been started but not completed ahead of the due date
- Completed: a course that has been completed on or before the due date
- Not Started: a course that has been assigned but 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 Result: Test score in percentage, or a dash for pending and incomplete assignments
Test Attempts: Number of times users attempted a Test.
Pitch Result: PitchIQ score in percentage, or a dash for pending and incomplete
Pitch Attempts: Number of times users attempted a PitchIQ.
Click the columns icon to add or remove any columns in the table. These column settings will be remembered.
- Sort the table by any desired columns by clicking the column field name.
- If a user has already submitted their PitchIQ or Test and needs a 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.
You can also find the options here to grade a test, PitchIQ, or remind the user of their assignment. - When the course has a complementing certificate assigned to it, users can see a certificate and email it to themselves.
Note: Your users can access and email their certificate anytime after completing the required actions. As a Manager, you can still issue a certificate if the user completed a course and failed a test. This option is only available in these conditions.
- 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.
- Click Send Reminders above the user table to remind users about their coursework in bulk.
- From the dropdown menu, select Users who have not completed their Course, Users who have pitches to review, or Users who have not completed their pitch. The number in parenthesis indicates how many users are applicable for each reminder.
- 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.
