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How do learners & managers track & access lessons?

Alex Richards avatar
Written by Alex Richards
Updated yesterday

By following the navigation prompt, you'll be directed to a version of the following screen

Reporting Views

Like all reporting, what you see here is dependant on your reporting-level access and permissions. As a manager, you can view data in different ways depending on your permissions.

  • Hierarchical View: As a manager, you'll enter the report at your reporting-access level to view a summary of lessons assigned and completed. From here, you'll be able to drill down further before selecting to view a specific agent's lesson records.

  • Agent & Team Views: As a manager, you'll see a full list of all agents or all teams under your reporting-access level.

  • View my records: As an agent, you'll be taken directly to your list of lessons. As a manager who may have been assigned lessons, selecting this option will reveal your lessons.

  • Customer reporting View: As a manager, you'll be able to access lessons for agents in any custom reporting groups you've been assigned permission to access.

  • Manager View: Users assigned the permission View 1-to-1s for all managers can access the lessons for all managers who have been assigned a lesson

Lesson details

At the very bottom of the report, you can access the lessons of a specific user. Learners can click the Lesson link here and they will be directed to their Learning area to complete the lesson.

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