User Management

The My Team Page

May 13, 2024 fidmkbwpl

Use this reference page to understand the My Team page, monitor learner progress, manage direct reports, and access team reporting tools. Key Point The My Team page allows managers monitor lea

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The My Team Page

Use this reference page to understand the My Team page, monitor learner progress, manage direct reports, and access team reporting tools.

Key Point

The My Team page allows managers monitor learner activity, assign training, and access reporting tools.

Understanding The My Team Page

The My Team page is available to managers. It provides a centralized location for monitoring team activity, reviewing training progress, assigning learning, and accessing reports.

If you manage at least one learner, open the Main Menu and select My Team to access this area.

Understanding The Available Tabs

The My Team page is organized into several tabs that provide different management and reporting functions.

Tab Purpose
Team Members Review learner status, activity, certifications, and training progress.
Reports Download reports related to users, courses, learning plans, certifications, and sessions.

Understanding Team Member Cards

Each learner is displayed as a card that provides a quick overview of their training activity and status.

Card Item Meaning
Expired Certifications Certifications that require attention because they have expired.
Overdue Courses Courses with missed due dates.
View Team Available when the learner also manages other users.
Enroll To Courses Assign courses that are available within your visibility permissions.
Enroll To Learning Plans Assign learning plans that are available within your visibility permissions.
User Summary Report Review the learner’s training activity and completion history.

Tip:
The Team Members tab displays active users. Use filters and search tools to quickly locate specific learners.

Managing Team Members

Depending on your permissions, you may be able to perform actions directly from a learner’s card.

Action Description
Enroll To Courses Assign courses available within your visibility permissions.
Enroll To Learning Plans Assign learning plans available within your visibility permissions.
Remove From Team Remove the learner from your team structure.
User Summary Report Open a detailed training report for the selected learner.

Note:
Available actions depend on your permissions and your institution’s configuration.

Understanding Team Alerts

Team member cards display status indicators that help identify learners who may need attention.

Alert Meaning
Take A Look The learner has overdue training, expired certifications, or another item requiring attention.
Looks Good No issues requiring attention have been identified.
No Data Available The learner has little or no training activity recorded yet.
New The learner was added to the team within the last 15 days.

Creating Your Team

Depending on your permissions, you may be able to add learners to your team directly from the My Team page.

  1. Click the Plus (+) button in the upper-right corner of the page.
  2. Enter the learner’s email address.
  3. Select the relationship or association type.
  4. Click Add Team Members.

Important

Team members must have a valid email address associated with their account before they can be added to a team.

Note:
Learners must confirm the association request before they appear in your team.

Getting Help From UE

If you are unsure how team management permissions work or what actions are available to you, contact the UE Learning Enablement Team at launch@ue.org.

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