How to see who has completed their training

The Dashboard lists anyone who needs attention first, then overdue, in-progress, and compliant totals. Assignments lists what needs action first, with one-click filters, and you can search by name, course, or role.

Steps

1. 1 Open the Dashboard. Needs attention lists who is overdue or due within a week; click a total to open that list.
2. 2 Go to Assignments to see every person and every requirement, overdue first.
3. 3 Click Overdue, In progress or Completed above the list. For exempt or upcoming renewals, click the search box and choose them.
4. 4 Search by name or course, or by role with role:Sales. Use quotes for roles with spaces, like role:"HR Manager".
5. 5 Click any employee to see their full training history.

Good to know

• Filter by due date with due:this-week, due:this-month, or due:next-month.
• If someone doesn't need a training, open the assignment and click Mark as Exempt with a reason. It stays on the record.
• The Dashboard can be filtered to a single role.