Teams

Teams — screenshot pending

lms/images/edzteams-index-1.png

The problem

Moodle has no built-in manager-to-team relationship, so line managers can’t easily see whether their team is completing required learning, who’s overdue, or where compliance stands — let alone do anything about it.

The solution

Teams adds a manager-to-team relationship, then layers a single dashboard on top: completion and compliance reporting with grades, overdue detection, and direct actions such as assigning learning and sending reminders — all from one page.

Key features

Team dashboard

KPI cards (team completion, compliance, overdue, not started), a filterable roster, and inline per-member detail — all on a single page.

Reporting with grades

A consolidated member × course report with completion status, course grade, due date, and a red/amber/green status, exportable to CSV.

Direct actions

Assign learning to individuals or the whole team with an optional due date, and send templated reminders through Moodle’s messaging.

Overdue detection

Overdue and due-soon items are surfaced automatically, so managers know exactly who needs a nudge.

Guide

How to use

Set up (administrators)

1. Configure settings under Site administration → Plugins → Local plugins → EdzTeams, and create the Line Manager role.
2. Create teams manually, by CSV import, or from a cohort.
3. Full steps: Admin setup.

Run your team (managers)

Open the My Team dashboard to review KPIs and the roster, then assign learning or send reminders directly from it. See For managers for the dashboard, reports, and actions.

Features

Admin settings

Setting	Default	What it does
Report filter profile fields	location,region,schoolname	Custom profile-field shortnames shown as filters and report columns.
Compliance course categories	(none)	Courses in these categories get a Compliance badge and count toward the compliance KPI.
”Due soon” window	7 days	How far ahead a due date shows as amber.
Compliance KPI threshold	90%	The point at which the team compliance KPI turns green.
Reminder throttle	24h	The minimum gap between reminders to the same member for the same course.

Managers see KPI cards, a filterable roster with per-member detail, and a flat consolidated report that respects the applied filters on export. Statuses always pair colour with text and an icon. Moodle cron must be running for notifications, the periodic data refresh, and the optional weekly overdue digest.

Role	What they can do
Line manager	View their own team, assign learning, and send reminders.
Manager / Admin	All of the above, plus view any team and manage membership and settings.
Member	Nothing to configure — they receive assignments and reminders.

FAQ

How are teams created?

Three ways: manually with a user picker, by CSV import of manageremail,memberemail rows, or by assigning a cohort’s members to a manager in one step.

Who can see a team?

A line manager sees their own team; managers and site admins can view any team and manage membership and settings.

How does compliance work?

Courses in the configured compliance categories count toward the compliance KPI, which turns green once the team reaches your threshold (90% by default).

Can managers over-message people?

No. There’s a built-in limit of one reminder per member per course per day, plus a configurable reminder throttle, and each member’s “last reminded” is shown.

Does Teams need cron?

Yes — Moodle cron powers the notifications, the periodic data refresh, and the optional weekly overdue digest to managers.