User navigation in Learn365

Introduction

Users can access learning 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 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. 

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 approve 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.
  
  
• 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.
  
  
• 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.
  
  
• Certificates. Provides an overview of the certificates the user has earned and their current status. Find more information here.
  
  
• Skills. Provides an overview of the skills 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.
  
  
• Personal Preferences. From here, users can enable Learn365 notifications in Microsoft Teams. Find more information here.

 

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, and training imported from Go1 and LinkedIn Learning. 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.

 

 

Course home page

Once users have been enrolled in a course, they'll usually start their learning experience from the course home page. Typically, users select a link in the course enrollment notification they've received (either by email or in Microsoft Teams) to open the course home page.

On the course home page, users can see information about the course, including its type (e-Learning or instructor-led training), description, course content, sessions (for instructor-led training courses), learning progress, certificates, skills, and training plans associated with this course.

 

 

The course home page features the following information:

• Course description. If specified, this displays the long description that was recorded in the course configuration panel. If a long description hasn't been recorded, the short description will be displayed here instead. Find more information about the e-learning description and instructor-led training description in the relevant articles.
  
  
• Content. Displays a list of learning items included in the course. Users can see course content only if the course is published. Find more information about how learners interact with learning content in this article.
  If a course has no learning items, the Content section will contain a default image and message, notifying the user that the course doesn't have any content.
  
  
• Information. Displays supplementary information about the course, including the type of training, associated categories, duration, CEUs awarded for successful completion, due date, and course contacts. Under course contacts, users can see the names of the course admins, who they can reach out to by sending an email. Information displayed in this section of the course home page is configured in the course configuration panel of an e-learning or instructor-led course.
  
  
• 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.
  
  
• Learning Progress. Displayed only for enrolled users and shows their course progress.
  In the Learning Progress section of the course home page, learners can track their course progress, the number of learning items they've completed out of the total number of learning items in the course, their enrollment date, and the course completion date.
  Attendance in sessions and assignments aren't included in the calculation of course progress on the course home page so the progress that learners see on the course home page differs from what course and catalog admins see in the Course Progress panel and the Learner's Progress panel in the Learn365 Admin Center. Find more information about how learning progress displayed on the course home page is calculated in this article.
  
  
• Training Plans with this Course. Displayed only for courses that form part of one or more training plans. All training plans that contain this course are listed here.
• 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: grey (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: grey (for planned skills that will be awarded upon course completion), green (for current and valid skills), or red (for expired and revoked skills).

   

Training plan home page

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

On the training plan home page, users can see information about the training plan, including its description, the courses in the training plan, and learning progress.

 

 

The training plan home page features the following information:

• Training Plan Description. If specified, this displays the long description that was recorded in the training plan configuration panel. If a long description hasn't been recorded, the short description will be displayed here instead. Find more information about the training plan description in this article.
  
  
• Training Plan Courses. Displays the courses included in the training plan, course types, and the user's progress status for the courses.
  The Training Plan Courses section won't be displayed to users for ended training plans that have a due date in the past or are unpublished.

  After successful enrollment, users can access training plan content and navigate between its courses.

  A user's course progress status can be:

  Not started. The user hasn't started this course, course progress is 0%, and the Start option is displayed.
  In progress. The user 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 user 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. Other reasons a course might be locked are when the user isn't enrolled in it or the course isn't published. The course progress shows "This course is locked until the previous one is completed." and the Locked icon is displayed.
  Find more information about how learners interact with the learning content of courses in this article.
  
  
• Information. Displays supplementary information about the training plan, including the type of training, associated categories, duration, CEUs awarded for successful completion, due date, and contacts. Under contacts, users can see the names of the course admins, who they can reach out to by sending an email. Information displayed in this section of the training plan home page is configured in the training plan configuration panel.
• Learning Progress. Displayed only for enrolled learners and shows the learner's training plan progress.
  In the Learning Progress section of the training plan home page, learners can track their training plan progress, the number of courses they've completed out of the total number of courses in the training plan, their enrollment date, completion status, and the training plan completion date.
  As a result, the calculation for the learner's training plan progress differs from the calculation that admins can track in the Learn365 Admin Center. Training plan progress, together with progress for courses in the training plan, can be tracked by course or course catalog admins from the Training Plan Progress dashboard and report and from the Learner's Progress panel. Find more information about how learning progress displayed on the training plan home page is calculated in this article.
  
  
• Certificates. Displays information about the certificates awarded upon training plan 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: grey (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 training plan 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 training plan 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 training plan. This section displays the skills and skill levels awarded upon training plan 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: grey (for planned skills awarded upon training plan completion), green (for current and valid skills), or red (for expired and revoked skills).