Compliance is an essential part of the training process, regardless of the size of your organisation, or the number of teams you have. That's why we've made it easy for you to track just how much compliance training your team members have done, and ensure they know exactly which content it is.
You can use the Mandatory toggle, to represent your compliance content to Users. The steps needed, include the following...
When creating your content, assign it as Mandatory, via the toggle option (via Settings for Nuggets and Pathways, and Release & Deadline step of other Studio content types.
This will ensure that the content will be recognised as compliance material (see further below).
2. Once your content has been published (via the Save & Publish button), the content card will show a "Mandatory" label, positioned on the thumbnail.
This label will be shown on any content assigned as Mandatory, regardless of where the card sits on the platform.
Reviewing the Insights from the Users page
1. Go to the Users page (Dashboard > Users) and search for the User whose progress you want to review.
The column Mandatory Completion will showcase the percentage of all compliance content (aka content with the Mandatory toggle switched on), for which your assigned User has completed so far.
This calculates both recently published Mandatory content and any previous content, assigned and published under the previous "Must Do" option (of which the Mandatory toggle has replaced, for setting content as necessary compliance).
For example, let's imagine:
Our User has completed the total of nine compliance Courses assigned to them last year.
Today we assign them to our example Course - "The Ultimate Compliance Course".
The Mandatory Completion column will show 90%. The column percentage will change to 100%, once the User has completed the Course.
If no compliance content has been assigned to the User (or they've not started any of the content that has been assigned), the column will show a " - " , signifying no value.
Note✨: If Mandatory content is unpublished, the Mandatory Completion column won't factor this content into the calculation.
2. Click the View Details text, to open the slide-out screen for the Mandatory Completion column.
You can see the name and progress for all the Mandatory content assigned to your User, and the number count (the little bubble, at the top of the slide screen).
Remember: Only published content is shown and not unpublished content.
3. You can use the Mandatory Completion filter, to view Users who have completed a specific percentage of assigned compliance content.
The filter provides a range for you to enter low to high values.
For example, let's imagine:
You need all Users compliant by the end of the quarter.
You can filter, so anyone who has completed between 10 - 50 percent of compliance, is shown in the data table.
You could either export the Users' data to review who may need extra support, or you may wish to bulk message them to remind them of any upcoming Deadlines.
Note✨: Points to remember include...
Unpublished Mandatory content won't show on the Users page, but will show on a User's sub-page if they had completed it before it was unpublished (Dashboard > Users > Gus Jones > Gus Jones' sub-page). This is because the User's sub-page data is specifically related to their individual learning, regardless of status.
Courses that include a Deadline, won't automatically show the Mandatory label on the content card. The Deadline and Mandatory labels are independent of one another: so both must be set, to show both labels on the card at the same time.
For more on the expectations for tracking SCORM Courses compliance, read: Understanding SCORM Course Compliance.
For more on how to mark content as Complete:
Watch our video tutorial below, for a quick walk-through.
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