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Manage a training - analytics, learners and sessions

Follow a training from its management page - analytics, content, sessions, learners, reminders, invitations, marking as acquired and removing learners.

Who can do thisEmployeeManagerManager creatorScoped adminAdminSuper admin

Each published training has a management page where its creator, co-pilots and admins follow progress and act on learners. Open it from Learn › Trainings by clicking the training, or from Learn › My content › Trainings. Co-pilots also get there with the Go to training button of their co-pilot email.

Before you start

Permissions: The page is available to the training creator, its co-pilots (whatever their role: Employee, Manager or above) and Admins and Super admins. Scoped admins see every training in Learn › Trainings, but the management page itself only opens for trainings they created or co-pilot.

The page header

The header shows the training cover, title, description, the Estimated cost (for example "Estimated cost: €200.00 (Flat cost)") and the author (By ...). Buttons at the top right:

A deleted training shows Restore and Delete permanently instead.

The page has five tabs: Analytics, Content, Training sessions, Learners and Certification.

Analytics tab

Learning Status shows two key figures, Learners and Completion rate, and a Training session selector (All training sessions or one session: "Select a training session to view its analysis and data"). The selected session applies to the charts below.

Charts:

  • Module completion funnel: "Top modules of this training among all its training sessions": how many learners acquired each module, to spot where learners drop off.
  • Learner progress distribution: "Breakdown of learners by completion status": Completed, In progress, Not started. Its Work location selector (All work locations or one location) narrows the chart.
  • Learning progress by attribute: completion broken down by an employee Attribute of your choice (job title by default; team, gender, level... or External users to group external learners by workspace). Attributes come from your company's people attributes.

Content tab

A read-only view of the sections and modules, with their counts and durations. To change them, click Edit training.

Training sessions tab

Lists the sessions of this training: Title, Mode, Completion (learners who completed / all learners), Start date, Deadline, with Search and Filter. The row menu offers Edit training session and Delete training session.

Click a session to open Training session details: the session and training titles, a Completion tag and the learner list with Learner, Origin (Internal or External), Completion (acquired modules / total), Last module acquisition and Training acquisition.

Completion tag Meaning
Upcoming The session hasn't started yet.
Not started The session has started but no learner has acquired a module yet.
In progress At least one learner has started.
Completed Every learner has completed the training.

In this window:

  • Add learners (person icon above the list): search people and add them. Online sessions send them an invitation.
  • Tick learners, then use the icons above the list:
    • Send reminder: "A reminder email will be sent to the selected learners to complete their training session." Confirm with Send. The message "Reminder email sent successfully." confirms it.
    • Send/Resend invitation: "An invitation email will be sent to the selected learners with details to join the training session."
    • Mark as acquired: "This will mark the training and all its modules as acquired for the selected learners." Confirm with Acquire. Use it for learners who attended an in-person session, for example.
    • Remove learners: "This will remove the selected learners from this training session. They will lose access to all training session content and progress." Confirm with Remove.
  • Each learner's menu (three dots): Send Reminder, Send/Resend invitation, Completion details, Remove Learner.

Learners tab

Every learner of every session of the training: Learner, Type (Internal / External), Training session, Completion, Last module acquisition and Training acquired on. Search and Filter by completion.

Tick learners to Send reminder, Send/Resend invitation or Remove learners ("The selected learners will be removed from their training sessions in this training."). Each learner's menu offers Send Reminder, Send/Resend invitation, Completion details and Remove Learner.

Click a learner (or Completion details) to open Learner completion details: the learner, their Completion, and each module with its section, Evaluation type (Self-assessment, Face-to-face, Quiz) and Acquisition (Acquired or Not acquired).

To see a learner's trainings across all of Learn, open their profile (see Your profile and member profiles).

Certification tab

Set up and send certificates of completion. See Certificates and badges.

Reminder email

A reminder reaches each selected learner as "👋 Reminder : complete the training ..." by email (in their language), in the app and as a push notification, with a Go to training button.

Common questions

A learner attended the in-person session but has no evaluation done. How do I validate them?

Open the session in Training sessions, tick the learner and use Mark as acquired. All modules of the training become acquired for them, and a certificate is issued if the training issues them automatically.

Can I move a learner from one session to another?

Remove them from the first session, then add them to the other one. Their already acquired modules stay acquired.

Can I send a reminder to everyone who hasn't finished?

Yes: in the Learners tab, Filter on the completion you want, tick all the learners shown and click Send reminder.

I'm a co-pilot but I can't delete the training.

Deleting a training is reserved to its creator, Admins and Super admins. The Delete training entry may still show in your menu, but it ends with "Error deleting training."

Still stuck?

Our team answers every question. Tell us what you are trying to do and we'll walk you through it. Contact support