TRACKING (MMT/MAMT & ADMIN)

There are several ways to view course completion details. MMT/MAMT and Admin will have access to view this information.

MMT (Manage My Team)
MAMT (Manage All My Teams)

TRACKING → EMPLOYEES

The Tracking tab allows you to quickly view and track progress or completions by activity groups. This is an easy way to look across an entire team and see what has been done and what gaps exist. Once a tracking group is setup and you have data flowing in, you will be able to see a birds-eye view of all Members in the tracking group and their status on the assigned item.

Let's begin with an overview of the Tracking tab and the areas on the screen...

While looking at the Tracking Group list, note there are some linked items where you can get more information. In addition to the linked course entry view above (Item E), you can also click on the name of the Member. This will open a pop-up window to show you all of the information about that Member's tracked items (see right).

All column titles in that pop-up are sortable. You can sort by the Tracking Group, Content name, and Score or Date titles. You are also able to apply a couple filters by selecting different tracking groups from the drop-down as well as ONLY completions by checking the box. This pop-up is also displayed by when the icon next to a Member's name is clicked while looking at the Compliance screen in Tracking.

TRACKING → CERTIFICATIONS

Certifications are courses that are of high importance for tracking and compliance. Click on the Certifications heading to see these courses. Certifications can be configured to be recurring for things such as annual harassment training.

TRACKING → GAMIFICATION

Gamification is a way to track points and levels for generating some friendly competition between Members with regard to completions and scoring. To learn more, see the Gamification Overview article.

Note: MMT and MAMT were previously named Site Manager and Sites Manager respectively.

TRACKING → COMPLIANCE

Compliance is a way to track completions for training. To enable Compliance reporting, navigate to Settings -> Global Settings and turn on the Compliance toggle. You can also choose to rename this function here.  

Then, you can navigate to the Form or Course settings to specify which should be included in the Compliance report. This can be performed either via a bulk edit or for individual files.

Individual Course / Form Setting: 

Bulk Edit:

Sorting is based on Tracking Group then by sub-org. Each tile is click-able and will drill-down into details. 

Compliance tiles provide an overview of completions. To see a complete list for all Tracking Groups, click the blue link for All Tracking Groups above the tiles. To drill down and view all data for all locations, select the All Teams toggle in the top right corner.

After drilling in to one of the Compliance tiles you will be presented with a view like the screen above. To view additional information about a specific Member, click the person's name. If you wish to see a different location or all locations, select it from the drop-down (Item C in the image above)