Using the My Team Tab

The My Team tab, available in the Quality Consumer tab collection, allows managers to easily track the training status of their direct reports.

Viewing Training Assignment Status

The My Team tab displays a training assignment status card for the following statuses:

  • Overdue Assignments: This card displays the number of overdue training assignments and the number of Learners with overdue assignments.
  • Due Soon Assignments: This card displays the number of training assignments due soon (within the next 5 days) and the number of Learners with assignments due soon.
  • Due Later Assignments: This card displays the number of training assignments due later (5 or more days in the future) and the number of Learners with assignments due later.

In the following example, there are three (3) overdue assignments across two (2) Learners, one (1) assignment due soon for one (1) Learner, and one (1) assignment due later for one (1) Learner:

Training assignment statuses on the My Team tab

The My Team tab also displays a Learner card for each of your direct reports with information about their training progress. In the following example, Amanda Smith has one (1) overdue assignment, one (1) assignment due soon, and one (1) assignment due later; Brian Zheng has two (2) overdue assignments; and Tina Spencer does not have any open training assignments.

Direct reports on the My Team tab

Click a training assignment status card to filter the Learner cards to display only Learners with training assignments matching that status. Click the status card again to remove the filter and display all Learners.

Click a Learner card to open the Learner Details page, where you can view the Learner’s assignments by lifecycle state and access the Training Matrix view.

Nudging Learners

The My Team tab allows you to nudge Learners to complete their training by sending them an email and Vault notification.

Complete the following steps to nudge Learners:

  1. Navigate to Quality Consumer > My Team.
  2. Select the Learners you want to nudge using the following methods:
    • Hover over a Learner card and click Select () for each Learner you want to nudge.
    • Click Select All () to select all Learners
    • To deselect a Learner, click Select () again on their Learner card, or click Deselect All () to deselect all Learners.
  3. Click Nudge ().
  4. In the Nudge dialog box, enter the Subject and Message of the message you want to send to the selected Learners.
  5. Click Send. Vault sends an email and a Vault notification to the selected Learners with your message text.