User navigation in Learn365

Introduction

Users can access learning content in Learn365 in a number of ways: Via Microsoft SharePoint web pages, via Microsoft Teams, and from the Learn365 mobile app.

Each of these access points consist of the Learn365 catalog start page, My Training Dashboard, the course catalog home page, and the training home page.

In this article, we'll provide an overview of the user interfaces that users encounter when accessing training in Learn365.

Read the article or watch the video (more details are included in the article).

SharePoint Home page

Every catalog has a SharePoint page called Home. This home page is the default page rendered by the SharePoint site upon catalog creation. This page is often used to highlight courses and training plans the organization wants to draw its users' attention to, as well as other news and stories that are relevant to training in the organization. On the SharePoint site, you can configure a different page that will be used as your SharePoint site home page.

Users can navigate from the Home page to the My Training Dashboard and Course Catalog pages, and to highlighted courses or training plans by customizing the Hero web part on the communication site.

My Training Dashboard

My Training Dashboard provides users with a personalized overview of the courses and training plans in which they're enrolled and have access to across all catalogs, their training progress, and their transcripts. Here, they can also take up and continue their training.

Learners can create their own personalized training experience by marking courses and training plans as favorites so they can find them quickly later.

If AI-enhanced features are enabled, users can get training recommendations via Orbie, our AI coach and assistant, in the legacy UI. For more information, see this article. In the new UI, users can create learning paths. For information, see this article.

Line managers can view the learning progress of their team and individual team members, as well as manage the training activity of their subordinates. For more information, see this article.

Supervisors can get an overview of the learners they need to assess and review the assessments from here.

LMS admins can decide which menu items to show in the left navigation menu of the dashboard.

In the left navigation menu of the dashboard, users can navigate between sections to find detailed information about their training.

• Overview. Summarizes the user's progress across all catalogs to which they have access in the tenant, with detailed information about training activity shown in charts. From here, supervisors can manage assessments and line managers can get an overview of the training status of their team. Find more information here.
• My training. Shows all courses and training plans in which the user is enrolled across the tenant. Selecting Show my favorites, each learner can get an overview of all training they have marked as favorite. Find more information here.
• Course catalog. Shows all published courses and training plans in a catalog. If a learner has access to just one catalog, they'll see training from this catalog. If a learner has access to more than one catalog, they'll see courses and training plans from those catalogs as well. Learners can view available training across all catalogs via the All catalogs view, and can navigate to other catalogs via the the All catalogs drop-down. Find more information here.
• Assessments. This is available and visible only to supervisors. From here, users who are individually assigned as a supervisor can view and manage the list of learners they should assess. Find more information here.
• Skills. Provides an overview of the skills the user has earned and their current status. Find more information here.
• Certificates. Provides an overview of the certificates the user has earned and their current status. Find more information here.
• Transcript. Provides the user's personal status on training, certificates, and skills. Find more information here.
• CEUs. Provides learners with an overview of earned and planned CEUs. Find more information here.
• Leaderboard. Shows a ranking of users from across the tenant, based on the total number of earned CEUs, training completed, and certificates acquired. Find more information here.
• Line Manager Dashboard. This is available and visible only to line managers. From here, line managers can observe and manage the training activity of their subordinates. Find more information here.
• Settings. This is available and visible only to LMS admins. From here, LMS admins can configure which sections of the left navigation menu to show to learners. Find more information here.

The course catalog page

The course catalog page provides an overview of all published courses and training plans in this catalog. An organization can have several catalogs.

The catalog is a good place for users to start their learning experience because it enables them to discover and get an overview of available courses and training plans.

If the Selector Switch option is enabled, users can switch between three views of the catalog: card, list, and calendar view.

List view provides an overview of the courses and training plans of the catalog, presented in a vertical scrollable list.

Card view provides an overview of the courses and training plans of the catalog, where course and training plan cards are displayed in a grid.

Calendar view provides an overview of instructor-led course sessions for a certain day, work week, week, or month. Find more information about how to enable the calendar view and how it works in this article.

If audience targeting setting is configured, users will see courses and training plans in the catalog only if they have access to them. Catalog admins will be able to see and manage all courses and training plans in the catalog via the Learn365 Admin Center.

If the Highest Ranked Courses option is enabled in catalog settings, the most popular courses and training plans are highlighted in a separate category at the top of the catalog page.

Selecting a course or training plan, users can see detailed information on the side panel, where the following tabs are displayed: Overview, Content, Sessions (for instructor-led training only), Courses (for training plans only). Users can switch between tabs to see detailed information about training.

When in card or list view, the detailed training information panel opens on the Overview tab.

When in calendar view, the panel opens on the Sessions tab.

For courses

• The Overview tab displays basic information about the course, including its description. Here, learners can mark a course as favorite so they can find it quickly later, thereby creating a personalized training experience. 
• The Content tab displays the learning items in this course, together with their descriptions (if this information is recorded).
• The Sessions tab displays information about available session groups and standalone sessions of the course. This tab is displayed only for instructor-led training.

For training plans

• The Overview tab displays basic information about the training plan, including its description. Here, learners can mark a training plan as favorite so they can find it quickly later, thereby creating a personalized training experience. 
• The Courses tab displays the courses included in the training plan, together with their descriptions.

Users can select View Course/Training Plan on the training card or View on the training details panel to go to the training home page.

If catalog admins have enabled filters, users can filter courses and training plans by category, training type, course session dates, course session types, course session instructors, session locations, skills. Users can also filter training imported from external providers, such as Go1, LinkedIn Learning, OpenSesame, Content365 Authoring, and Udemy Business. The number of courses or training plans that match the selected filters is displayed in brackets next to the relevant filter option.

Users can select filter checkboxes to see the courses and training plans that match the selected filters. Find more information about how to use filters to search for the relevant courses and training plans in this article.

Using the Search Course Catalog field, users can search for specific courses and training plans. Find more information about how to use the Search Course Catalog field in this article.

The training home page

Learners who are enrolled in a course or training plan usually start their learning experience from the training home page. Typically, users select a link in the course or training plan enrollment notification they've received (either by email or in Microsoft Teams) to open the training home page.

The training home page displays the content and information about the training. The sections and elements shown depends on the training type (e-learning, instructor-led training, or training plan), availability of training content, and the information from the training configuration panel in the Learn365 Admin Center.

Courses imported from LinkedIn Learning, Go1, OpenSesame, and Udemy Business are displayed with the relevant brand icon. 

The training home page displays a progress bar showing the percentage of the course or training plan that the learner has completed. The bar shows 100% complete when all course items have been completed, which includes meeting the required course completion requirement for any assessment grade.

Description

If specified, this displays the long description that was recorded in the training configuration panel of e-learning, instructor-led training, or a training plan. If a long description hasn't been recorded, the short description will be displayed here instead.
 

Content

Content displayed in this section depends on the type of training. Learners can see course content only if the course is published.

For e-learning and instructor-led training courses, the Content section displays a list of learning items included in the course. 

If a course has no learning items, the section will contain a default image and message, notifying the user that the course doesn't have any content.

Learning modules, content packages, quizzes, and assessments, if any, are shown here.

The following table shows assessment statuses which, with the exception of Locked, are displayed along with a corresponding action button for learners.

For training plans, the Content section displays courses included in the training plan, and actions the learner can take.

A learner's course progress status can be:

• Not started. The learner hasn't started this course, course progress is 0%, and the Start option is displayed.
• In progress. The learner has started this course and course progress shows 50%, regardless of their progress on the individual learning items in this course. If the user has failed the course or has run out of attempts to complete it, the course progress remains at 50%. The Continue option is displayed until the user completes the course.
• Completed. The learner has completed this course. The course progress shows 100% and the Review option is available.
• Locked. This course remains locked until the previous course in the training plan is completed, and the locked icon is displayed. Other reasons a course might be locked are when the learner isn't enrolled in it or the course isn't published. If a learner selects the lock icon, they'll see a message stating the reason the course is locked.

For instructor-led training, learners can select Select session, and join an available session on the training details panel that opens. Once a session is selected, the Select session button is no longer shown next to the instructor-led training course on the training plan home page.

For more information about how learners interact with the learning content of courses, see this article.

Sessions

Displays information about sessions and session groups of the course. This applies to instructor-led training only. Depending on the course enrollment type, users will be able to select and register for one, multiple, or all standalone sessions or session groups of the course. Once enrolled in the course and registered for standalone sessions or groups of sessions, session information will be displayed at the top of the Sessions section on the course home page.

Find more information about how users enroll in courses and register for standalone sessions and session groups in this article.

If a course has no active course sessions, a message notifies the user that there are currently no sessions available. Users are invited to contact course admins to request new sessions if the Request(s) for Sessions option is enabled for the course.

Certificates

Displays information about the certificates that will be awarded upon course completion.
The Certificates section displays all the certificates the user has for the course, as well as the date the certificate was acquired and the date it'll expire (if set).

The color of the content in the Certificates section will vary, depending on the certificate status: gray (for a planned certificate), green (for a current valid certificate), yellow (for a certificate is about to expire), or red (for a certificate that has expired).

Users can download acquired certificates by selecting the relevant download icon. Download all acquired certificates as a .ZIP file by selecting the Download certificates option from the ellipsis menu.

Learners can retake a course if a certificate has expired or is about to expire, or if the course admin has enabled the Voluntary Retake option. It's also possible to retake a completed course when a certificate or skill is still valid. Find more information about retaking courses and training plans in this article.

Skills

Displays information about the skills of this course. This section displays the skills and skill levels awarded upon course completion, together with the achievement revocation dates (if applicable). The name of the skill and the skill level are separated by a backslash, for example Learn365 Administrator \ Outstanding. The skill status can be Planned, Valid, or Revoked.

The color of the content in the Skills section will vary, depending on the current skill status: gray (for planned skills that will be awarded upon course completion), green (for current and valid skills), or red (for expired and revoked skills).

The right-hand column

The right-hand column displays additional training information. The content shown varies depending on factors such as the training type, settings configured in the training configuration panel, whether the course belongs to a training plan, and whether instructor-led training includes scheduled sessions.

Information

• Star rating. Displayed if a catalog admin has enabled course rating in the LMS Configuration section of the catalog. Learners can rate courses and training plans after completing them.
• Appears in. Displayed for courses that are part of one or more training plans. Select the [number of] training plans link to open the Training plans with this course panel, which displays all discoverable training plans that contain this course.
• Type. The type of the training: e-Learning, Instructor-Led Training, or Training Plan.
• Course ID / Training Plan ID. Displays internal Course ID or Training Plan ID, if specified on the training configuration panel > Basic details > ID field.
• Duration. Displays course or training plan duration, if specified on the training configuration panel > Basic details > Duration (standard format) field.
• Courses. Displayed for training plans only. Shows the number of courses that form the training plan.
• CEUs. Continuing education units awarded for successful training completion, if specified on the training configuration panel > Settings > Training Options > Continuing education units field.

Category

Displayed if one or more categories are associated with the course or training plan.

Contacts

Displays the name and photo of any course or training plan admins. If an admin has an email address configured, learners can contact them via email. Select an admin's name to open a draft email message.