My Team
The My Team tool inside of UA LMS allows supervisors to monitor the training completion status for each of their direct reports.
Please note that because the tool is based on supervisor information from Banner, any questions related to why an employee is or is not included in your list should be directed to Human Resources.
Pulling Reports
In addition to viewing completion information for individual users, supervisors can use the My Team tool to pull reports. Follow the steps below to pull a report showing 2023 annual compliance training assignments that are not complete.
- From the UA LMS homepage, click the three lines in the upper left corner to open the sidebar menu.
- From the menu, click My Team.
- From the My Team page, click on “Reports.”
- You’ll want to use the User-Courses report, but we need to set the filters first. Click on the title, “User – Courses.”
- When the filter panel opens, select your preferences. The details below outline the settings you’ll want if you only want to see 2023 annual training assignments that are not complete. This will include your direct reports and everyone who reports to them as well. Once you have made your selections, click save at the bottom of the panel.
- Hierarchy: Select “All.”
- Enrollment Date: Choose the “Select Date” option. Set the criteria that the enrollment date “is in the range” from 9/1/2023 to 9/1/2023.
- Course Enrollment Status: Check all options EXCEPT Completed.
- Now you are ready to pull the report. To do that, hover your mouse over the far right end of the “Users – Courses” row until the ellipses appears. Click it to open the options menu, and then use the “Export as” option to choose your preferred file type.