CareAcademy makes it easy to quickly view the training progress of your team members right on your Admin Dashboard! There are a variety of options including filtering, sorting, and progress indicators.
For more information on how to filter team members on your dashboard, please view this article.
In this article:
- How to sort team members on the Admin Dashboard
- Understanding the progress indicators on the Admin Dashboard
- How to take a closer look at an individual team member's progress
How to sort team members on the Admin Dashboard
Administrators have a variety of options for how they would like to sort team members on their Admin Dashboard by clicking in the following area:
By Default, team members are sorted by Annual Training due date - oldest to newest.
- Clicking Name/Phone
- Down Arrow - Alphabetically by last name (Z-A)
- Up Arrow - Alphabetically by last name (A-Z)
- Clicking progress under Initial training
- Down Arrow - Lowest to highest progress percentage
- Up Arrow - Highest to lowest progress percentage
- Clicking due date under Initial training
- Down Arrow - Oldest to newest date
- Up Arrow - Newest to oldest date
- Clicking progress under Annual training
- Down Arrow - Lowest to highest progress percentage
- Up Arrow - Highest to lowest progress percentage
- Clicking due date under Annual training
- Down Arrow - Oldest to newest date
- Up Arrow - Newest to oldest date
Understanding the progress indicators on the Admin Dashboard
Let's use the following as an example:
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Team Member - Alex Karev
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Initial Training -
- Alex completed all of his initial training with your organization through CareAcademy, indicated by the badge and date. He finished on 4/20/2022.
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Annual Training -
- Alex is 11% of the way through annual training. He has not completed any classes in annual training. Annual training is overdue by 1 year.
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Initial Training -
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Team Member - Jo Wilson
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Initial Training -
- Jo is 25% of the way through her initial training. It is overdue by 6 months.
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Annual Training -
- Jo cannot start working on annual training until initial training is finished. Jo is 0% of the way through annual training for that reason. Annual training is overdue by 2 months.
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Initial Training -
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Team Member - Meredith Grey
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Initial Training -
- Since there is no badge or date, but it is showing complete, initial training was waived for Meredith in CareAcademy. This means she completed her initial training elsewhere.
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Annual Training -
- Meredith is 14% of the way through her annual training. It is overdue by 1 month.
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Initial Training -
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Team Member - Christina Yang
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Initial Training -
- Since there is no badge or date, but it is showing complete, initial training was waived for Christina in CareAcademy. This means she completed her initial training elsewhere.
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Annual Training -
- Christina is 20% of the way through her annual training. It is due in 10 months.
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Initial Training -
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Team Member - Miranda Bailey
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Initial Training -
- Miranda has not completed any classes in initial training. Initial training is overdue by 1 month.
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Annual Training -
- Meredith cannot start working on annual training until initial training is finished. Jo is 0% of the way through annual training for that reason. Annual training is due in 1 year.
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Initial Training -
How to take a closer look at an individual team member's progress
Locate the team member on your Admin Dashboard. Select the arrow to expand their team member profile.
Here, you will see the training your team member is enrolled in. This view will show you what classes have been started and how far along they are, as well as what classes have been completed.
In the example above, the team member has completed three classes in their annual training. If there were no words below the class on the left, that would mean the team member has not started that class yet. You might also see how much of the class they have completed thus far if they did start it.