Accessing Team View

To access Team View, log in as a Learner.
If you have manager permissions, you’ll see a Team tab in the main navigation.
Click it to access your team or teams.

Team View Dashboards

Team View offers three dashboards: Team Dashboard, Individual Member Dashboard, and Course-Specific Dashboard

Each dashboard includes:
• Engagement (pie chart) – visualises the current overall participation status.
• Engagement over time (line graph) – tracks changes in participation over time.
• Requests – number of pending enrolment requests. Click to view and manage.
• Not started – shows enrolments that members haven’t started yet. Click to get a detailed list.
• Expired certificates – number of expired certificates. Click to get a detailed list.
• Certificates expiring within 28 days – highlights upcoming expirations. Click to get a detailed list.

Members Tab

The Members tab provides a Team Dashboard and lists all your team members along with their learning progress.
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From the member overview, you can quickly enrol, unenrol, or add members to a waitlist for specific courses. Select one or more members to perform an action.
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Use Filter to find specific courses.
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Individual team member

Click a member’s name to:

• Access the Individual Member Dashboard to view overall progress and status.

• View detailed course progress and status.

• Enrol, unenrol or add to waitlist for a specific course.
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Courses Tab

Under Team Courses, you’ll find all the courses your team members are currently enrolled in.
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From here, you can:

• Click a course name to access the Course-Specific Dashboard, which provides overall course progress and status for your team.

• Enrol or unenrol team members in courses (pick a course and use multi-select to manage several members at once).

• View the number of available seats and waitlist spots.
  Note: Click a column header to sort the list.

Awards Tab

The Awards tab displays all certificates and awards earned by your team members.
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From here you can:

• See all Certificates and Diplomas awarded to your team members.

• Download attached documents (if available).

Requests Tab

For courses with moderated enrolment, you can manage pending course applications in the Requests tab.
From here, you can approve or decline requests directly. Your actions will automatically update the member’s enrolment status.
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Moderated enrolment is set in the course settings in the catalogue builder.
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Communications to notify Managers and Team members

Admins can set up Automated Communication to keep both managers and learners (team members) informed.
For example:

1. Notify managers when a team member applies for a course.

2. Notify learners when their course application is approved.

To enable notifications, create an Automated Communication with these triggers:

1. When a Team member has requested to take a course
Audience: Team Manager
Participant → Status → Is not Activated
and
Participant → Source → Is Course Catalog

2. When a Team manager has approved a request to take a course
Audience: Participant
Participant → Status → Is Activated
and
Participant → Source → Is Course Catalog