The dashboard surfaces metrics that show you the performance and health of your account at a glance.

It is the default login page for account holders and managers.

Quick links

These go to places that you would frequently use. You may not see all of these options, depending on your access privileges.


Note that the first time you use it, you will get some helpful tips, e.g.:


Quick stats

This gives you an overview of your account health. You can click on any of the reports to see more details.

Reports available

This is the first version of the dashboard. More reports are planned. Please let us know if there are any specific metrics you need to measure.

  1. Trainees that haven't started a course: These trainees have accepted their email invitation or have been added using the form or by spreadsheet, but they have not started a module yet. You could chase them up to find out why.
  2. Trainees ignoring an invitation: lists the trainees that you've sent an email invitation to but haven't accepted it. You can resend the invitations.
  3. Expiring course licences not completed: lists the number of course licences expiring in the next 30 days where the trainee has not finished the course materials - this is something you need to follow up on.
  4. Renewals due in the next 90 days: if trainees have any qualifications listed in their profile, e.g. a forklift operator's certificate, this will tell you if any are expiring in the next 90 days. You can book a course for them from the report.
  5. Pending practical assessments: if your trainee needs to have a practical test and a course validation (e.g. for the forklift operator's certificate), this will show here. You'll need to complete the validation to remove them from this list.
  6. Spare course licences: this gives you the total which you can see for each individual course on the Trainees and courses page.


Click on the i for a description of what each report does.

Training calendar

A red dot means a qualification that is expiring on that day. An orange dot means course access is expiring on that day. Click on the date to drop down a list of what's on that day. You can scroll the months backwards and forwards.

Click on the + icon to add a training record for a trainee (they must already exist in your profile)


You can view an expanded calendar by clicking on EXPAND. This shows 4 months.

Click on the underlined links in the text to view more information. If there are more records than can fit in the screen, click the green link at the bottom of the list.


System notifications

We'll put important updates here. You can dismiss them when you've read them.


Recent activity

This is the last few activities on the system. You can view more in the activity log.