Teams
This feature is part of Moodle Workplace™, which is available through Moodle Certified Partners and Service Providers only. |
Team management has never been easier with our fully customisable dashboards to guide users through their learning and managing journeys, showing progress and upcoming learning for individuals and team members. |
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Team managers have the following features available to them from their dashboards:
- Team overview
- Staff allocation to programs, certifications, and courses
- Management of programs, certifications, and courses
- Reporting of programs, certifications, and courses
Team overview
The Team overview block displays information about team members of managers or department leads. It has been designed to be a central part of the Moodle Workplace Manager journey.
The block shows people reporting to the user, with users and job details and relevant information about completion and overdue or expired learning.
For each user, the profile picture, first name, last name and last access information is displayed. A warning indicator is shown if a program or a certification is overdue. When the details of a team member are expanded, the following additional information and actions are displayed:
- The status of all active certifications and a link to the progress report
- The status of all active programs and a link to the progress report
- Jobs details of all job assignments
- An action button to send a direct message to the user
- An action button to view the user's profile
The following interactions are available from the quick actions menu:
- Filters**Everybody reporting to me: displaying all users no matter at which level "below" the manager in the organisation structure they are located.
- Only my own direct reports: displaying all users who are located in the organisation structure one level "below" the manager.
- Teammates with due learning: displaying users with an overdue program over certification.
- Order:
- Sort by recent access
- Sort by name
- Live search: Search for specific items in real-time within the Team overview block.
- Actions
- Allocations/enrolments
- Allocate users to certifications...: a modal window opens to allocate users to one or many certifications. You can further specify the Status and Applicable dates: Same as defined in certifications or Select date (start date and due date).
- Allocate users to programs...: a modal window opens to allocate users to one or many programs. You can further specify the Status and Applicable dates: Same as defined in programs or Select date (start date, due date, and end date). Note: Users can only be selected if the Allocate users to programs/certifications permissions have been granted in the position framework.
- Management
- Certifications: jump to list of certifications
- Programs: jump to list of programs
- Full course report: Direct access to the course progress report of all team members
- Full certification report: Direct access to the certification progress report of all team members
- Full program report: Direct access to the program progress report of all team members
- Allocations/enrolments
The More... menu lets you perform the follow tasks for a particular user:
- See profile: Jump directly to the user's profile page
- Allocate to certifications...: a modal window opens to allocate the user to one or many certifications. You can further specify the Status and Applicable dates: Same as defined in certifications or Select date (start date and due date).
- Allocate to programs...: a modal window opens to allocate the user to one or many programs. You can further specify the Status and Applicable dates: Same as defined in programs or Select date (start date, due date, and end date). Note: The allocation options only appear for users where the Allocate users to programs/certifications permissions have been granted in the position framework.
- Enrol to courses: ...
If the number of users shown on the Teams overview block comprises more than 30 members, the standard pagination is shown below the table.
The Team overview block has no system settings and can only be placed on a page (dashboard or custom page) once.
Staff allocation...
... to programs
... to certifications
... to courses
To handle staff allocation to courses as a manager, select the Course enrolments icon from the Launcher which will guide you to the following screen. Any courses that have staff enrolment configured and enabled will be shown.
To allocate users from your team(s) to one or multiple courses, select the + Enrol users button. You must choose at least one entry for Select courses and at least one for Select users; multiple selections are supported for both settings. When clicking on the Show more... option, additional enrolment-related fields can be configured:
- Starting from: Courses start, Today or Now
- Enrolment duration: length of enrolment (Unlimited or specified number of days). Only available if Enrolment ends is disabled.
- Enrolment ends: If enabled, the selected user(s) will be unenroled on the specified date
When you view the enrolments of a course, only users who are reporting to you will be shown. The following information is displayed:
- First name / Last name: Full name of user
- Enrolment method: Staff manager allocations (your enrolment) or other enrolment method
- Enrolment starts: First date and time of enrolment
- Enrolment ends: Last date and time of enrolment
- Enrolment status: Suspended or Active
- Actions (only available when enrolment method is Staff manager allocations)
- Edit enrolment: Change enrolment settings
- Deleted enrolment: Unenrol user from course
When editing a user's enrolment, you can change the same settings when you created the user and you can change the Status from Active to Suspended, and vice versa.
