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Learning Dashboard Overview

The Learning Dashboard helps administrators manage education, assign courses and follow what hasn’t been completed.

Access the Learning Dashboard 

  • Click on Learning on the left-hand side of the screen. 

Dashboard Header 

At the top of the provider dashboard, the header displays important information: 

  • Total number of Pending Courses in the system (either staff or provider depending on the selected filter) 
  • Courses that are: 
    • Overdue 
    • Due in the next 30 days 
    • Due in the next 31-90 days 

Click on the Blue View link in each section to filter the provider grid. A filter box will appear above the grid. To remove the filter, click the X in the blue box. 

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Search 

The quick search box at the top of the staff grid allows you to search for specific providers. To clear the search, click the X

Categories

Courses can be managed in the following areas: 

  • Staff – Displays all active staff. 
  • Providers – Displays all active providers. 

The categories organize staff and providers with the following information: 

  • Name 
  • Role
  • Email
  • Status (None Assigned, Not Started, Overdue)
  • Outstanding (the number of courses still needed to be completed)
  • View Button - Opens the staff or provider’s file in the Learning tab.
  • Actions Button – Allows requesting individual courses or a course packet. 

Provider Dashboard Actions 

The Actions button in the provider dashboard offers two options: 

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  • Send Mass Individual Course - Send an individual (single) course request to multiple staff or providers at once. 
  • Send Mass Course Packet - Send an individual course packet (multiple courses) to multiple staff or providers at once. 

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