Navigating the Firm Administrator Dashboard
Navigating the Firm Administrator Dashboard:
Once you have logged into your Administrator account from the Homepage by selecting "Log in"
You will be directed to the Firm's Reporting Dashboard displayed below
The Reporting Dashboard from the top of the screen, provides you with details on total firm hours spent on CPD, the average time spent by user and total number of courses completed. You can also see how many of your firm users have completed their assessments. By clicking the "see more" button below it will list the users who have not yet completed it as below in the "Assessment Info" window
By selecting the "See More" button on Red Flags area you will be able to view courses completed by your users that may need reviewing as they have been completed too quickly
Users will be listed and you can find out more about the courses by selecting the black arrow next to the name of the user
On the Reporting Dashboard you can alter the date range to view a specific period
You can print out your " Company Dashboard" by selecting
The "Start Tour" button gives a brief description of the user options to the left side of your screen. e.g Adding Users and Assigning Courses
You can see at a glance those users that may need a reminder to make a start on their CPD, you can send them a notify email or for those that are progressing well with their CPD a note of praise (success email). As administrator you can send these emails by using the dashboard buttons.
They will receive this once they have logged in to their accounts.
If you need any further assistance with these features, please get in touch on 0151 242 0063.
Once you have logged into your Administrator account from the Homepage by selecting "Log in"
You will be directed to the Firm's Reporting Dashboard displayed below
The Reporting Dashboard from the top of the screen, provides you with details on total firm hours spent on CPD, the average time spent by user and total number of courses completed. You can also see how many of your firm users have completed their assessments. By clicking the "see more" button below it will list the users who have not yet completed it as below in the "Assessment Info" window
By selecting the "See More" button on Red Flags area you will be able to view courses completed by your users that may need reviewing as they have been completed too quickly
Users will be listed and you can find out more about the courses by selecting the black arrow next to the name of the user
On the Reporting Dashboard you can alter the date range to view a specific period
You can print out your " Company Dashboard" by selecting
The "Start Tour" button gives a brief description of the user options to the left side of your screen. e.g Adding Users and Assigning Courses
You can see at a glance those users that may need a reminder to make a start on their CPD, you can send them a notify email or for those that are progressing well with their CPD a note of praise (success email). As administrator you can send these emails by using the dashboard buttons.
They will receive this once they have logged in to their accounts.
If you need any further assistance with these features, please get in touch on 0151 242 0063.
Updated on: 29/09/2020
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