Purpose Statement

The Training Dashboard provides users with a centralized location to view, manage, and complete training activities within the First Due Training Module. It allows end users to monitor assigned trainings, complete self-paced courses, view credentials, access pinned templates, and review completed training history.

The dashboard also gives users with appropriate permissions the ability to manage assigned templates, launch training activities from templates, and access training edit screens.

Background Information

The Training Dashboard is where most end users interact with the Training Module. It is designed to help agencies track upcoming training, completed training, credentials, and training progress in one centralized area.

Common uses of the Training Dashboard include:

• Viewing active and upcoming training assignments.
• Completing self-complete training.
• Accessing LMS, YouTube, or attachment-based course content.
• Reviewing credential progress and documentation.
• Launching pinned training templates.
• Reviewing completed training history.
• Managing training activities when the user has the required permissions.

Required Permissions

Permission names may vary by agency configuration. Administrators should confirm the appropriate Training Module permissions are enabled for users who need to manage templates, launch training from templates, or edit training records.

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Step-by-Step Guide

Navigate to the Training Dashboard

• Log in to First Due.
• Navigate to the Training Module.
• Select Training Dashboard.

The Training Dashboard displays training-related information and actions available to the logged-in user.

1. Review Assigned Templates

• Locate the Assigned Templates section at the top of the page.
• Review any templates assigned to users.
  • This will include all Assigned Templates whether the user is assigned to it or not.

This section is commonly used by administrators to view and manage users who have been assigned a template. All users can access this section, but management options depend on permissions.

2. Manage Assigned Templates

• In the Assigned Templates section, select the right arrow.
• The user management area opens.
• Review or manage assigned template users as needed.

For a detailed review of assigning templates, see the related article on Assigning Templates.

3. Use a Template from Assigned Templates

• Locate the desired template.
• Select Use Template, if available.
• The Create Training screen opens.
• Record the training activity using the selected template.

The Use Template option appears only for users with the appropriate permissions.

Review Active and Upcoming Trainings

• Locate the Active and Upcoming Trainings section.
• Review the trainings assigned to you.
• Use the available columns to understand the status of each training.

Users may see the following information:

• Name
• Overdue Status
• Actual Start Date
• Completion
• Actions

The Completion column shows the number of required courses on the right and the number of successfully completed courses on the left. This is useful for trainings that include multiple required courses completed over time.

Complete Self-Complete Training

• In the Actions column, select Self Complete.
• Use the dropdown to access available course content.
• Open any LMS or YouTube video content included with the course.
• Access required attachments when applicable.
• Complete the required course items.

The Self Complete action allows users to complete required courses on their own.

View Scheduled Training

• In the Actions column, select View.
• Review the courses associated with the scheduled training.

The View action appears for trainings that are scheduled but not available for self-completion. This option is used as a notification for upcoming training and does not allow the user to take action on the training.

Open a Training Activity with Permission

• In the Actions column, select Go to Training or Go to Class, if available.
• The training edit area opens.
• Review or adjust the training activity as needed.

This action appears for users with permission to enter the training edit screens and make changes.

Use Training Pinned Templates

• Locate the Training Pinned Templates section below Active and Upcoming Trainings.
• Find the template you need to use.
• Select Use Template.
• The Training Edit area opens.
• Record the training activity using the selected template.

Pinned templates are commonly used for recurring training activities, such as company training or daily fitness recording.

Review My Active Credentials

• Locate the My Active Credentials section.
• Review each credential listed.
• View the credential name, progress, status, issue date, and expiration date.
• Select the view icon to review credential progress in detail.
• Select the download icon to download credential documentation, if available.

Review Completed Training

• Locate the Completed Training section.
• Review the history of completed training activity.

This section provides a record of training activities that have already been completed by the user.

Review Trainings Where You Are Assigned as Instructor

• Locate the instructor-related training section, if visible.
• Review any training activities where you have been assigned as an instructor.

This section appears only when the user has been assigned as an instructor for one or more training activities.

Best Practices

• Review the Active and Upcoming Trainings section regularly to stay current on assigned training.
• Pay attention to the Overdue Status column to avoid missed training requirements.
• Use the Completion column to track progress on trainings with multiple required courses.
• Open LMS, YouTube, and attachment content directly from the Self Complete workflow when available.
• Use pinned templates for recurring activities to reduce manual entry and maintain consistency.
• Confirm permissions before expecting to see administrative options such as Use Template, Go to Training, or template user management.
• Download credential documentation when needed for internal records, audits, or compliance tracking.
• Review completed training history before creating duplicate training records.

Troubleshooting & FAQs

Why do I not see the Use Template button?

The Use Template button is permission-based. If you need to create training activities from templates, contact your administrator to confirm your Training Module permissions.

Why do I only see View instead of Go to Training or Go to Class?

The View action appears when the training is scheduled and not available for self-completion, or when you do not have permission to edit the training activity. Users with additional permissions may see Go to Training or Go to Class instead.

What does the Completion column mean?

The number on the right shows the total number of required courses. The number on the left shows how many required courses have been successfully completed.

How do I access LMS or YouTube course content?

Select Self Complete in the Actions column, then use the dropdown to access the available LMS or YouTube content.

Where can I find required attachments for a course?

Required attachments are available from the self-completion workflow when attachments have been included with the course.

Why do I not see an instructor section?

The instructor section appears only when you have been assigned as an instructor for a training activity.

Where can I view my completed training history?

Completed training activity appears in the Completed Training section of the Training Dashboard.

Where can I view my credential documentation?

In My Active Credentials, select the download icon to view or download credential documentation, if available.