My Team Training gives every person on your team a status: Compliant, At Risk or Non-Compliant. This article explains exactly how each status is decided, how to find the people who need attention and the training behind it, and what the status does not take into account, so you know when to look somewhere else.
Where to find it: Training > My Team. See My Team Training Overview.
How a status is decided
The status is worked out from the training assigned to the person (see What is counted), checked in this order. The first rule that matches wins.
| Status | Rule | What to do |
|---|---|---|
| Non-Compliant | At least one item is overdue: a course or document training not completed by its due date, or a renewal past its grace period. | Act now. Remind them, agree a new date and extend it, excuse the course if it genuinely no longer applies, or assign an overdue renewal. |
| At Risk | Nothing is overdue, but something is due within 7 days (a renewal that has come due counts), or their completion rate is below your compliance threshold (80% unless you have changed it). | Check the due dates. A reminder a few days before the date is more useful than one after it. |
| Compliant | Neither of the above. This includes a person with nothing assigned. | Nothing needed on this screen. |
Completion rate is completed training divided by assigned training. Excused courses are left out of both numbers, because they are no longer required. Training is shown as overdue from the day after its due date, even before the overnight overdue check has run.
Why someone with nothing urgent is At Risk: the threshold rule applies to small numbers too. A trainee with 2 of 3 courses done is at 67%, below 80%, so they show At Risk even if the third course is not due for weeks. In the example team, Hemi Walker is At Risk at 75% (3 of 4 done) although her remaining course is not due this week; Daniel Kim is At Risk because Allergen Awareness is due within 7 days, and Ben Carter because his Food Safety Fundamentals renewal has come due. To change the threshold, see Configuring Alert Preferences.
Quick start
- Open My Team Training and read the four cards: Team Members, Compliant, At Risk, Non-Compliant.
- Click Non-Compliant to list only people with overdue training, and deal with them first.
- Click the eye icon on a row, then the Overdue box, to see exactly what is late and by how long.
- Use the row actions to remind, extend or excuse. The list and cards update straight after an extension or excusal.
- Click At Risk next and look at what is due in the coming week.
Filtering the team
- Status cards: click Compliant, At Risk or Non-Compliant to show only those members; the selected card is outlined. Click Team Members to show everyone.
- Search: type in “Search by name, email, or department...”. It combines with the status filter.
- Sort: click Name, Department, Progress, Overdue or Status; click again to reverse the order. Sorting Overdue twice puts the people with the most overdue courses at the top.
- Overall Team Completion Rate is the whole team's completed training divided by assigned training. It is the figure the Team Compliance Alert is compared against.
Finding the training behind a status
The status badge sits at the top right of the member's training. Beneath it:
- Click Overdue to see only late items. Overdue rows are shaded red and their due date is shown in red.
- Click Pending for what is not yet started: pending items, failed document quizzes and renewals that have come due. Training the trainee has started shows as In Progress and is listed under Total Assigned.
- A Renewal Due row is a completion that has passed its renewal date. Its Due Date is the end of the grace period; after that it becomes Renewal Overdue. In the picture, Ben Carter's Food Safety Fundamentals is due for renewal, which makes him At Risk.
- Document training assigned from a controlled document is marked Document under its type.
- Next Due is the earliest due date among open items; if it is in the past, that course is overdue.
- Excused rows stay in the list for the record but are not counted in Total Assigned.
What is counted, and what is not
| Training | How it counts |
|---|---|
| Assigned courses | Every quiz, document and practical assessment course assigned to the person, counted once each: only the latest assignment of a course counts, so an earlier completion or an excusal that was later reassigned is not counted again. An excused course is left out. |
| Document training assigned from a controlled document (read & acknowledge, document quiz) | Counted like a course: done once acknowledged, completed or passed; overdue past its due date. Farid Hassan's overdue Hand Washing Procedure acknowledgement makes him Non-Compliant. A course linked to a document counts once. |
| Renewals of recurring courses and documents | When a completion passes its renewal date it stops counting as completed and shows as Renewal Due; past the grace period it counts as overdue. When the renewal is assigned (by the daily renewal job, Bulk Renewal or you), the new assignment takes its place. |
| Training role requirements never assigned | Not counted. Use the role's Compliance Status tab, where Assign Missing Training fills the gaps. See Setting Up Training Roles and Compliance. |
| Certifications | Not counted in the status, but expiring and expired certifications raise alerts in the bell. See Certification Expirations and the PCQI Register. |
Availability and permissions
- Requires the Training module.
- My Team is available to the Admin, Training Coordinator and Supervisor roles.
- You see the active trainees on your current site whose Supervisor is you.
Things to know
- The threshold is personal. The 80% in the At Risk rule is your compliance threshold from Alert Preferences. Two supervisors looking at the same person can see different statuses.
- Excusing improves the numbers, completing doesn't have to. Excusing a course removes it from the rate, so it can move someone from At Risk to Compliant. Use it only for a genuine reason. The reason is recorded on the assignment.
- Extending a due date clears Non-Compliant for that item, because it is no longer past due. A renewal can't be extended; assign it instead.
- There is no expiring-certification filter. Use the bell or the Certification Expirations report.