Status and Tracking

The Overview screen provides a system-wide view of training status.

The summary cards across the top show:

• Overall completion
  The overall completion rate (for example, 17%, 8 of 46 trainings done).

• Overdue trainings
  The number overdue, with due-soon and pending counts.

• Documents requiring training
  The total, broken down into effective / approved / obsolete.

• Active users
  The number of users and the roles they span.

Below the cards, training can be viewed two ways:

• Documents tab
  One row per document version: Trainings, Assigned, Overdue, Due soon, Effective Date, and Completion %, grouped by category.
  
  Tags show each version's status and type (Questionnaire (n) or Read & Understood). Filter using All / Effective / Approved, the Type and Status menus, and the Questionnaire / Read & Understood checkboxes.

• Users tab
  One row per user: Roles, total Trainings, Trainings Assigned, Completed, Overdue, Due soon, Pending, and Completion %. Search by user or filter by role.

• Two charts are also provided:

  • Training progress (Completed / Pending / Due soon / Overdue) and

  • Completion by role

How to Complete a Training (When Assigned to You)

Assigned trainings appear under My Trainings on your Dashboard, each with its due date, status, and a Complete action.

1. On the Dashboard, open My Trainings and select the training.

2. Read the document.

3. Either confirm Read & Understood or answer the questionnaire, depending on configuration.

4. Enter your Signature PIN to complete it.