For managers

For managers — screenshot pending

lms/images/edzteams-for-managers-1.png

The team dashboard

Your dashboard (“My Team”) opens on a single page:

• KPI cards — team completion %, compliance %, overdue items, and not-started count. Compliance turns red below your organisation’s threshold; selecting Overdue jumps to the affected people.
• Filters — narrow the view by profile fields (such as location, region, or school), by course, by status, by “compliance only”, or by name. Filters combine and update the page without reloading.
• Roster — one row per team member with their progress bar, compliance status, overdue badge, and last access. Expand a row to see each course with completion, grade, due date, and a red/amber/green status.

Statuses are always shown with text and an icon as well as colour: 🟢 complete · 🟠 in progress / due soon · 🔴 overdue or not started past due.

Consolidated report

The report is a flat, sortable, exportable table — one row per member and course — with completion status, course grade (shown as a percentage), due date, and status. It uses the same filters as the dashboard, and Export to CSV respects whatever filters you have applied.

Assign learning

From the roster (one member or several selected, or the whole team):

1. Choose Assign learning and pick a course.
2. Optionally set a due date and add a note.
3. Confirm. Members are enrolled (anyone already enrolled is skipped), notified, and the assignment is recorded with its due date.

You can later change the due date or revoke an assignment you made.

Send reminders

Select members (or a course in the expanded detail) and choose Send reminder. Pick a template — Overdue learning, Due soon, General nudge, or custom — preview it, and send. Reminders go out through Moodle messaging (web and email per the recipient’s preferences), and each member’s “last reminded” is shown so you don’t over-message. There’s a built-in limit of one reminder per member per course per day.

Member detail

Open a member to see their full course list with completion, grade, due date, and status, activity-level completion per course, and their reminder history — plus assign and remind actions for just that person.