In this Help Doc
See also
Teams Summary
Only those with Knowledge assignments for team members permission can view Teams which allows you to manage the study assignments for all members and monitor their progress.
The Teams summary gives you a quick summary for the progress of all members combined:
Click on Knowledge
Click on Teams (requires Knowledge assignments for team members permission to view)
This is the selected Org Area. You can select a different Org Area by using filters.
Areas tells you how many other Org Areas are nested under the selected Org Area. In this case, there are 5 in total: 4 nested Org Areas + the selected Org Area and 3 members in total in these Org Areas.
This section lists 3 categories: Overdue, Not Overdue, Complete and Bonus Complete. Overdue refers to how many assigned Knowledge items have not been completed on time. Not Overdue refers to how many Knowledge items are assigned to the members. Complete is how many Knowledge item assignments have been completed and Bonus Complete refers to studied Knowledge items that were never assigned and do not apply to their post.
NOTE: If you click on any category, it will filter all assigned Knowledge items by that status.
The Pie Chart provides a colored display of the percentages for each category on the right.
Using Filters
Filters provide a way to check the progress of a specific Org Area, Knowledge Item or the Subject (category) in which the Knowledge Item belongs:
Click on Knowledge
Click on Teams (requires Knowledge assignments for team members permission to view)
If you have more than one Organization, select the proper one.
You can group the results by Org Area or Member
The Org Chart filter is available only if you have more than one Org Chart. It allows to filter by a specific Org Chart.
The Org Chart Areas filter lets you select a specific Org Area or the whole organization. In this example, we selected the whole organization.
NOTE: You can also find a specific Org Area by typing a member's name. It will automatically show the member's Org Area.
You can search by a specific Member
You can also filter by Member Status: Permanent, Contractor, Intern, Trial, etc.
You can select a single or multiple options in this filter.
The Assignment Status filters by Incomplete, Unstarted, Started, Not Overdue, Overdue and Complete assignments.
The Subject filter allows you to search by the subject or category in which the Knowledge item belongs to, such as Marketing, Sales, HR, etc.
The Knowledge item filter allows you to search by a specific Knowledge item
Click Update
It will provide the results
NOTE: You can use one or more filters at the same time.
View Member Knowledge Progress
Click on Knowledge
Click on Teams (requires Knowledge assignments for team members permission to view)
If you have more than one Organization, select the proper one.
Select the member
It will show up the member. Click on the arrow to expand the member.
It will list all member's assignments
Changing Organization
If you have more than one Organization, you can choose a specific Organization:
Click on Knowledge
Click on Teams (requires Knowledge assignments for team members permission to view)
Click the Organization drop-down menu and select the needed Organization
Knowledge Item Assignment Progress (Teams)
To view the progress of the study assignments for all members:
Click on Knowledge
Click on Teams (requires Knowledge assignments for team members permission to view)
If you have more than one Organization, select the proper one.
You can use the filters to find specific Knowledge items
The Teams summary gives you a quick summary for the progress of all members combined.
NOTE: If you are using the search filters, the summary results will change based on your search. Also, if you click on any of the listed categories: Overdue, Not Overdue or Complete, it will filter all assigned Knowledge items by that status.
Expand your Organization
Once you expand your members, you will see each member's progress, if they viewed, started and completed an item.
See also:
Bulk Study Assignments
You can assign Knowledge items to multiple members in bulk:
Click on Knowledge
Click on Teams (requires Knowledge assignments for team members permission to view)
If you have more than one Organization, select the proper one.
You can use the filters to find specific members. Click Update.
NOTE: If you want to assign Knowledge items to a Guest, you can select the Guest from the Member filter.If you are not using the filters, you can skip this step.
Click on Bulk study assignments
Expand the Organization and the members
Select the members
Select a Knowledge item
Click Add. You can add more Knowledge items, if needed.
You can select a deadline from a calendar. This is optional.
You can also specify the reason for the assignment. This is optional.
Click Send Study Assignments