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Courses: Monitor Your Employees' Progress
Courses: Monitor Your Employees' Progress

Learn to use the Overall Courses Statistics Tab to keep track of your user's progress

Shoshana Fleischmann avatar
Written by Shoshana Fleischmann
Updated over a week ago

So, you created a Course and assigned it to your users, that's great! Now you want to know how you can monitor your users' progress while they are completing the Course. Well, we have a dedicated tab for that and then some extra views that give you all the information to monitor every user throughout the course.

This article will go over:

Where Do I Find the Overall Course Statistics Tab

The Overall Course Statistics Tab lets you gather all the information regarding who started the course, who finished it, and who is in progress. To get to this tab, navigate to your Courses Feature, and for the relevant course, automatically, you will be brought to the overall courses Statistics Tab.

What Can I See in the Overall Courses Statistics Tab?

Once inside the tab, you are immediately presented with an overview of the number of users who have completed the course, the number of users in progress, and the number of users who have not started.

By scrolling down, you can select either the table or the progress views, which gives you more insights. Let's discuss these below!

The Table View

The table view lets you know when the user last viewed the course, what their status is (not started, in progress, or completed), and displays when the last status change was.  

You can easily change the users' status by clicking on the relevant column and changing it. This is useful if you're coming to Connecteam from an external system where some of your employees have already completed the course or are in progress, and this needs to be reflected in Connecteam. Alternatively, for training done in a classroom setting - this is a quick and efficient way to mark all employees as having completed the training. Keep in mind that all owners and admins with permissions to access the Course can change statuses.

The Progress View

To switch to the progress view, simply switch the view to view my progress. The Progress View gives you an in-depth breakdown of which Sections and Parts of the course the users have completed, as well as all percentages of the course the user has finished. Completed sections of the course are displayed with a green checkmark, sections still in progress are displayed with a yellow clock icon, and those sections that have not been started yet are marked in red. 

💡 Tip: You can expand or minimize the view to see either the symbols or the words completed, in progress, or not started. Take a look at how this looks below.

Managing the Course Statistics

Use the filters to find specific information and analyze course statistics. Then, utilize the export and quick actions capabilities to take the necessary steps based on your findings.

Filters

You can filter this list based on any user details, last time the users viewed the course, their status, or last status change. Simply click on Filter and choose how you'd like to narrow down your view. Take a look at the examples below:

  • Identify which department is falling behind: By filtering for users who haven't completed the course and selecting a specific department or team, you can pinpoint where attention is needed.

  • Track users who stay up-to-date: If your course is updated with new sections over time, such as training on new services, you can switch to the progress view and use filters to see who continued and completed the course after a specific date. Meaning that they are on top of their responsibilities and work. 

Quick Actions

By selecting multiple users, the Actions button will become available and offer the following options:

  • Tag users is a great option if you'd like to keep a certain record to take measures later.  

  • Notify via a push notification with a custom message you can write.

  • Send chat message allows you to write a message that will be individually sent through the chat to each of the selected users.

  • Create team chat with selected: This option is ideal for instances where a few users have either not started or have been in progress for quite some time. You can create a team chat with all of them to remind them to please start or continue their course as soon as possible. 

  • Create task: This option is best for compliance and meeting deadlines. You can create a task for them to complete the whole course or a certain section by a specific date. 

Export

You can export an Excel (xlsx.) file with your course statistics from either the Table and Progress views by clicking the Export button. You can share the file with anyone you need. This is an example of what it looks like:

ℹ️ Frequently Asked Questions

Can I monitor progress within each section of the course?

Yes, you can. Within each section of the course, you can access the table and progress views. In the example below you can see I have entered by Checklist object, in the Human Resources section of the course and I can still access the table and progress views by scrolling down. In this case, the table view will give me information regarding the progress of this specific section, meaning if the user completed, did not start, or is in progress on the Menu part of the course.

I have a Quiz inside my course and a lot of my users are not passing it, is there a way to get more insights on the individual questions?

Yes, there is! Inside the Quiz part, you will be able to select the View Insights button and get a breakdown of how each question. Take a look at how this looks below!

You can see the Question Insights below:

If I notice my users haven’t started the course can I remind them to start?

Yes, you can! From the overall statistics tab you can filter to or status is not started yet, you can then select the users and use the action button to send them either a push notification or a chat message asking them to start the course.

Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.

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