My Team

The My Team Dynamic Object enables you to add an entry point on any LearnCenter page to allow Supervisors to manage their teams. The My Team Dynamic Object has all of the same functionality offered in the Supervisor Control Panel, but also contains functionality exclusive to the Dynamic Object. Using a wizard to insert it on a page, you have control over how the Dynamic Object appears on the page and what functionality to display to Supervisors.

This dynamic object only displays for Users who have been granted the appropriate supervisor permissions.

With My Team, your Supervisors can add and manage Learning Plans, assignments, and goals, run reports (both Report Builder and BI Reporting), and write notes in similar manner as LearnCenter Administrators. You specify which of these abilities your Supervisors may have by utilizing Supervisor permissions and you control which items your Supervisors can see by clicking check boxes on the User Field Settings page.

The following User Permissions may be required to set up this feature: View Management Links (sub permission of Manage Options) View Content Manage Users (Basic) (parent and sub User Permissions) Manage Users (Advanced) (parent and sub User Permissions) Manage Goals (parent and sub User Permissions) Manage Reports (parent and sub User Permissions) Manage Learning Plans (parent and sub User Permissions) Manage Assignments (parent and sub User Permissions) Manage Notes (parent and sub User Permissions) Manage Enrollments (parent and sub User Permissions) Manage BI Reporting (parent and sub User Permissions) Manage Training Offerings (parent and sub User Permissions) Refer to User Permissions for instructions on granting and denying User Permissions.

Setting Up My Team in Your LearnCenter

To prepare your LearnCenter for My Team, you will want to do the following:

• (Optional) Set the Show Dashboards in Users configuration option on the LearnCenter Options page to determine whether the Dashboards section displays.
• Add Supervisor accounts and assign direct reports to the Supervisors if you have not already done so.
• Grant or deny the appropriate Supervisor permissions. If you do not do this, supervisors will not be able to perform some of the actions you are giving them with this dynamic object.
• Grant or deny the appropriate LearnCenter User Permissions. Some actions in this dynamic object require these permissions as well. They are noted below.
• Determine which User fields you want your Supervisors to access and select them on the User Field Settings page.
• Use the My Team dynamic object wizard to add an entry point for your Supervisors to access My Team. See the section below for instructions on inserting the Dynamic Object on a page.

Inserting the My Team Dynamic Object

On any LearnCenter page:

1. Click Edit Mode from the Management Control section. The page you are viewing opens in Edit Mode.
2. Click to edit an existing area of the page.
   or
   Click Insert New Area Here, select Free-Form (Text and Graphics) from the Area Type drop-down list, and click Add Area.
3. Place your cursor anywhere on the page, and click . The Dynamic Object window opens.
4. Click next to LearnCenter in the Object Types section.
5. Click My Team. The Assignments Wizard opens.

6. (Optional) Type the new Hyperlink/Header Text to Display to Users if you want to use something other than the default.
   or
   Leave the default (My Team) header text.
7. Click one of the following for Show:

• Embedded in page – to embed the My Team interface on the LearnCenter page. (Default)
• Hyperlink to pop-up – to show a hyperlink on the LearnCenter page that Supervisors can then click to display the My Team pop-up window. If you select this option, a check box becomes available for selection.

8. Click the Show Section Header Text check box if you want to display a heading for the My Team section. (Default)
   or
   Clear the check box if you do not want to display a heading for the My Team section.
9. The link or inline text will only display if the User is a Supervisor.

Click Here to See How Your Selections on this Tab Affect What Users See

The examples below illustrate how your selections in the previous steps affect the outcome on your LearnCenter page.

The following example is what displays if you select Embedded in page.

The following example is what displays if you select Hyperlink to pop-up option and the Show Section Header Text check box.

The following example is what displays if you select Hyperlink to pop-up option and clear the Show Section Header Text check box. You would use this setting for inline text.

10. Click Next.

11. Determine which columns you want to display on the page to Users and move those columns from the From box to the To box, or click Move List to move all columns to the To box. You can change the order of the columns by using the Order buttons to move column names up or down in the list.
12. Click Next.

13. Determine which reports you want to display to Supervisors by clicking Select Reports, selecting the check boxes next to the reports you want to include, and then clicking Return Selected.
14. Click Next.

15. Indicate how you would like the job profiles to sort on the page by selecting one item from the Choose first sorting order drop-down list. This list contains the column names you selected on the Columns tab.
16. Click one of the following options:

• Ascending - to sort the list in an ascending manner.
• Descending - to sort the list in a descending manner.

17. (Optional) Indicate a second level of sorting by selecting one item from the Choose second sorting order drop-down list.
18. Click one of the following options:

• Ascending - to sort the list in an ascending manner.
• Descending - to sort the list in a descending manner.

19. Click the Show sorting controls check box to indicate you want the sorting controls to be displayed for Supervisor to sort items for themselves. (Default)
    or
    Clear the check box to hide the sorting controls from view.
20. Click the Hide Filter Section check box to hide the filter selection tool from Supervisors. If you click this check box, the Allow User to Save Search check box becomes unavailable.
    or
    Clear the check box to show the filter selection tool (Default).
21. Click the Allow User to Save Search check box to enable Supervisors to save the search criteria they use and pre-populate the fields the next time they access this dynamic object. 
    or
    Clear the check box to prevent Supervisors from having the ability to save their search criteria. (Default)
22. Click the Allow User to Select Columns check box to enable Supervisors to select their own columns to display on the page. (Default)
    or
    Clear the check box to prevent Supervisors from having the ability to select their own columns for display on the page. If you clear this check box, Supervisors will not have access to the Columns tab.
23. Click Show Additional Filters to display the Additional Filters tab which will enable Supervisors to apply more filters. (Default) 
    or
    Clear the check box to hide the Additional Filters tab. If you clear this check box, Supervisors will not have access to the Filters tab.
24. Click the Include Indirect Reports to include indirect reports in the Users section. This will also display the Include Indirect Reports check box in the Filters section. 
    or
    Clear the check box to exclude indirect reports in the Users section.

If Supervisors select this check box, an icon displays next to Users in the User section if they report to someone who reports to the Supervisor.

Supervisors can roll their cursors over the down arrow next to the name to see the hierarchy of the report. In the example above Bwineholt has an icon next to his Username. When the Supervisor hovers her cursor over the name, she sees that Bwineholt reports to one of her supervisees who has the Username of FSmith.

Be sure your Supervisor accounts are up-to-date. It is currently possible to add a circular reference in the Supervisor-to-User relationship. LearnCenter may not be able to resolve this on its own and could result in an unexpected outcome.

25. Click any of the following check boxes to indicate which Ability Utility items you want to give Supervisors access to in the Item Type drop-down list on the Users page (all check boxes are selected by default):

• Goals
• Job Profiles
• Skills

or
Clear any of the check boxes to deny Supervisor access to those Ability Utility items.

If you clear all check boxes, Item Type drop-down list will not display.

26. Click any of the Display Following Dashboards check boxes to display them to Supervisors (all check boxes are selected by default):

• Average Skill Score
• Job Profile Completions
• Goal Completions

or
Clear any of the check boxes if you do not want to display the dashboards to Supervisors. The charts and dials will not be available to Supervisors; however they will still be able to search for Users using the Ability Utility fields.

If you only selected Skills in the previous step, the Display Following Dashboards will not be available for selection, because there is no dashboard for skills at this time.

27. Select a number from the Display [x] records per page drop-down list to indicate how many job profiles you want to display per page. The default is 10.
28. Click Next. The summary of your selections displays.
29. Click Return Selected.
30. Click Preview Mode to view the results.

Supervisor Administrative Capabilities

After you have added the My Team Dynamic Object (using the My Team dynamic object wizard), Supervisors have an access point to the My Team functionality. The following is an example of what Supervisors will see.

If the size of the browser is smaller than the content on the page, scroll bars display to allow Users readjust the height and width.

Notice the search Filters section at the top of the Dynamic Object. This enables Supervisors to search for members of their teams so that they can view information or perform various actions against their accounts. Supervisors can also search for Users by Membership Status.

Each time Supervisors visit this Dynamic Object, LearnCenter populates the Filters section with their last search criteria.

A Dashboards section is included to give Supervisors a quick snapshot of how their teams are doing with regard to Skill Score (displays only if you have purchased the Skill Score feature) and Job Profile Completions.

There are two Actions drop-down lists on the page. They enable Supervisors to perform various actions against selected Users, such as manage assignments, view skills, or run reports. The drop-down list in the Users section contains the same actions currently available in the Supervisor Control Panel, in addition to some My Team only exclusive ones. These are mostly view-only actions.

Supervisors must have the following permissions in order to access certain items from the Actions menu: Supervisors must have the Enroll Users and Manage User Enrollment Status permissions in order to access the Enrollments item from the Actions menu. Supervisors must have the Add, Edit, Delete, and Map Users to Learning Plan permission in order to access Learning Plans from the Actions menu. Supervisors must have the Add, Edit, Delete, and Map Users to Goals permission in order to access Goals from the Actions menu. Supervisors must have the Add Assignment, Assign Assignment, and Delete Assignment permissions in order to access the Assignment item from the Actions menu.

The drop-down list on the top right side of the page provides Supervisors with more abilities that are similar to those of an Administrator. Depending on what User Permissions you granted Supervisors, they can manage assignments, Learning Plans, enrollments, and goals.

Supervisors must also have both the Manage Enrollments User Permission and the Manage Enrollments Supervisor permissions in order to access the Enrollments item from the Actions menu.

This is similar to behavior that is available on the Supervisor Control Panel, however there are more available actions in this drop-down list. To view or manage information for Users, in the Users section:

1. Click in the Actions column next to the Users you want to perform actions against.
2. Select the action you want to perform from the Actions drop-down list. Another page displays the appropriate information regarding the action and the Users you selected.
3. To return to the main My Team page, click User next to the My Team heading on the top left side of the page.

Supervisor Reporting Capabilities - Classic Reporting System Tools

Supervisors have the ability to run the following classic reporting system reports (Report Builder)

• Best Match Report
• Certification Track Report
• The LearnCenter Report
• Learning Plan Report
• User Skill Gap Report

While supervisors have this ability using the Supervisor Control Panel, the My Team Dynamic Object enables them to also report on Users who are indirect reports.

Saved Searches

If you gave Supervisors the ability to save searches (selected the Allow User to Save Search check box) when you set up the Dynamic Object, Supervisors will see the following on the My Team dynamic object:

Use the filters on the My Team dynamic object to perform a search. Then click Saved Searches to open the Saved Searches box.

If you already have saved searches they are listed here. To save a search based on your current filters, type a name for the search in the New box and click . You can create and save up to 10 search filters. Once 10 filters have been saved, you will not be able to save any more new filters unless you first delete existing ones. The option to add new saved filters will only be presented if less than 10 searches are saved.

Supervisors and Training Offerings

Supervisors can view their direct reports' Training Offering progress through My Team. This means Supervisors do not have to rely solely on reports to see what Training Offerings their employees have completed. Supervisors can map Training Offerings to Learning Plans using My Team, if you have given those Supervisors the ability to create Learning Plans.

Supervisor Reporting Capabilities - BI Reporting

You can give Supervisors the ability to use BI Reporting reports when you use the wizard set up the My Team dynamic object (see above for instructions). You select which reports they have access to and whether they can use filters.

The BI Reporting menu option does not appear to Users unless you grant them the BI Reporting Supervisor Permissions. All actions displayed on the BI Reporting My Team dynamic object are governed by the Supervisor’s permissions. By default, Supervisors are not automatically granted the User Permission for Create & Edit Reports. You can grant permission to those individuals who need access.

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