Manager User Guide | Scribe

    Manager User Guide

    • 19 steps
    alert ordinal icon
    This is a draft version of this guide. This is accurate as of 4/30/24, but may be changed before the final version is published.

    Introduction

    information ordinal icon
    As a manager, you can monitor the activity of your team members directly in your platform by managing parts of their learning experience or contacting them to investigate certain situations. Depending on the platform settings, you may be able to build your team by sending requests to users to confirm you as their manager. Users will be added to your team only when they accept your request for the association.

    The My Team Page

    information ordinal icon
    If you are managing at least one user in the platform, open the **[[Main Menu]]** from the top left corner of your platform and click on **[[My Team]]** to access the *My Team* page that you can use to monitor and manage your team. The *My Team* page is made up of the following tabs: - ***[[Team Members]]***. The *Team Members* tab offers an overview of your team. - ***[[Checklists]]***. The *Checklists* tab lists the checklists relating to your team members. - ***[[Reports]]***. Use the *Reports* tab to download reports about courses, users, learning plans, certifications and sessions involving your team members.
    1
    To access the My Teams page, first login to your account on learn.ue.org.
    alert ordinal icon
    You will first land on the learner's page, or My Learning Center.
    2
    Next, click the User Menu in the upper-left corner.
    3
    Click "My Team"

    My Team Page: Team Members

    information ordinal icon
    The *Team Members* tab offers an overview of your team, where every user is identified by a card showing details about their job and activities. The *Team Members* tab shows only active platform users, independently of their status, but you can filter users in order to see only those with specific working association statuses and use the search bar to look for specific users. Each card shows the user’s avatar and name.
    4
    Besides personal data, every card shows the following details: ***[[Expired Certifications]]***. Certifications that have expired. Click on this field to access the team member’s certifications page.
    5
    ***[[Overdue Courses]]***. Courses where the user’s enrollment date has expired with either a soft or a hard due date. Click on this field to access the team member’s User Summary.
    6
    If the user is in turn the manager of another team, you will be able to see their team members too, by clicking on **[[View Team]]**.
    7
    Click on the **[[ellipsis menu]]** in the user card to:
    8
    1. ***[[Send Email]]***. use this option to contact the user via email.
    9
    A slideout panel will open with the user’s email address automatically filled in. Type the email subject (this field is mandatory), then add your message into the corresponding text field and press **[[Send Email]]** to complete the action.
    alert ordinal icon
    **[[Please note]]**: The **[[Send Email]]** option is not available when there is no email address associated with the user and that the email address of the recipient cannot be modified.
    10
    2. ***[[Enroll to Courses / Enroll to Learning Plans]]***[[.]] You may see these options for your team members and for the people reporting to them. Use them to enroll your team members to courses or learning plans for which you have visibility.
    11
    Make your selection and click **Next** to see the additional information defined for the selected courses and learning plans (if any) and a recap of the courses into which you are enrolling your team member.