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Home Tab Overview

Convergence Training Support
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Article Links Introduction | Dashboard | Menu: Open and Close | View My Training | News | View My Profile | Change My Password | My Preferences | My Reports | My Jobs |

 

INTRODUCTION

The Home Tab displays the dashboard and a left menu bar that can be expanded or hidden by clicking the menu icon in the upper left corner of the screen.

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DASHBOARD

The Home tab dashboard can be customized by your LMS administrator to present any of the elements below that allow you to view, move to, or launch various activities in the LMS. Your dashboard may include one or more of the elements displayed below. They may display in an order different than pictured below.

home-tab-dashboard

They are described as follows:

  • My Overall Progress: Displays your training progress for all training, mandatory (assigned) training and optional (electives) training. You can click the View Incomplete items to view a complete list of all incomplete activities in due date order.
  • Upcoming Training: View and launch assigned training activities. Activities are displayed in due date order, the most current due date first.
  • Upcoming Classes: View information about assigned classes or classes that are available for you to enroll in. Information includes, class date, instructor and meeting place.
  • Newsfeed: Displays your company’s news feed which may include information about your company or articles with topics such as safety, upcoming training, company events etc.
  • Video: View a video about your company, its leadership or videos relevant to your job or safety.

LMS Administrators: Refer to the Home Tab: Customize the Home Dashboard article to learn how to set up the Home tab dashboard.  Or, contact our support team by emailing support@convergenctraining.com. They will be happy to help you set up and customize the dashboard.

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MENU: OPEN AND CLOSE

The left menu can be opened and closed by clicking the menu icon on the upper left corner of the screen. When selected, you can perform any of the following actions:

View My Training | News | View My Profile | Change My Password | My Preferences | My Reports | My Jobs |

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VIEW MY TRAINING

Click this link to move to the Training tab where you can launch and complete training.

Follow these steps to View My Training:

  1. Login to the LMS.
  2. Click on the Home tab.
  3. Click on the menu icon in the upper left corner to expand the menu bar.
  4. Click the View My Training link.
  5. You will be moved to the Training tab where you can launch and complete training.
  6. Click the Home tab to return to the user dashboard.

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NEWS

View your company’s news for current articles related to your company's latest events, messages about upcoming training, safety related articles or instructions to use the LMS.

The news link can be customized to display your company’s newsfeed. If no custom news feed is set up, the Convergence Training newsfeed will be displayed. Please refer to the Landing Page: Settings article to learn how to add your company’s newsfeed.

Follow these steps to view your company’s news:

  1. Login to the LMS.
  2. Click on the Home tab.
  3. Click on the menu icon in the upper left corner to expand the menu bar.
  4. Click the News link.
  5. The news will appear on the right side of the screen.

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VIEW MY PROFILE

The profile displays user demographic data such as name, user name, password, email address, work address and work phone.
Note: View my Profile may not be visible on the menu if your LMS administrator has denied access to this feature.

You can do any of the following on the Profile screen:

Change Your Profile | Change Your Password | Add, Remove, or Replace Your Picture | View and Print Attachments | View Security Roles, Group Memberships and Active Assignments |

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Change Your Profile

Follow these steps to make a change data on your profile:

  1. Login to the LMS.
  2. Click on the Home tab.
  3. Click on the menu icon in the upper left corner to expand the menu bar.
  4. Click the View My Profile link.
  5. Click the Edit Profile button.
  6. Make any desired additions or changes [OR]
  7. Scroll down the page to view your security roles, groups or active assignments.
  8. Click the Save button.
  9. Click the Close button after you receive the Changes Saved confirmation.

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Change Your Password

This is one of two places that you can change your password. You can change your password as desired or when reminded by a system generated notification email.
Note: This may not be available if your LMS administrator has denied access to change your password.

Passwords must have at least seven characters and must include at least one number and one letter.

Follow these steps to make a change to your password:

  1. Login to the LMS.
  2. Click on the Home tab.
  3. Click on the menu icon in the upper left corner to expand the menu bar.
  4. View My Profile link.
  5. Click the Edit Profile button.
  6. Type the new password in the Password field.
  7. Type the new password again in the Confirmation field.
  8. Click the Save button.

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Add, Remove, Replace Your Picture

Follow these steps to Add, Remove or Replace your picture on your profile:

Add an Image (Picture)

  1. Follow the steps above to change your profile.
  2. Click the Add Image button.
  3. Navigate to the network folder where the image is located.
  4. Select the desired image.
  5. Click the Open button.
  6. Click the Save button.
  7. Click the Close button after you receive the Changes Saved confirmation.

Remove an Image (Picture)

  1. Follow the steps above to change your profile.
  2. Click the Remove Image button.
  3. Click Yes on the Remove User Image Confirmation screen.
  4. Click the Save button.
  5. Click the Close button after you receive the Changes Saved confirmation.

Replace an Image (Picture)

  1. Follow the steps above to change your profile.
  2. Click the Replace Image button.
  3. Navigate to the network folder where the new image is located.
  4. Select the desired image.
  5. Click the Open button.
  6. Click the Save button.
  7. Click the Close button after you receive the Changes Saved confirmation.

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View and Print Attachments

Follow these steps to view and print attachments made to your profile:

  1. Follow the steps above to change your profile.
  2. Click the Edit Profile button.
  3. Scroll down to the Attachments section.
  4. Click the Open button to the right of the desired attachment to view the attachment.
  5. Follow the steps below to print the attachment.

If using Internet Explorer:

  1. A separate internet explorer window will open.
  2. Hover over the bottom of the screen with your mouse; a menu will appear.
  3. Click the Printer icon.
  4. Close the window after the attachment has printed.

If using Google Chrome

  1. Acrobat Reader will launch within Google Chrome.
  2. Hover over the attachment with your mouse; a menu will appear at the top right of the page.
  3. Click on the Printer icon.
  4. Verify your printer setting are correct.
  5. Click the Print button.
  6. Close the Google Chrome window after the certificate has printed.

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View Security Roles, Group Memberships and Active Assignments

Follow these steps to view your assigned security roles, group memberships and active assignments on your profile

  1. Follow the steps above to change your profile.
  2. Click the Edit Profile button.
  3. Scroll down to the Advanced Properties section.
  4. Click the Security Roles tab to view assigned security roles.
  5. Click the Group Membership tab to view group memberships.
  6. Click the Active Assignments tab to view all active assignments.
  7. Click the Save button (if changes were made to your profile).
  8. Click the Close button after you receive the Changes Saved confirmation.

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CHANGE MY PASSWORD

This is second of two places that you can change your password. You can change your password as desired or when reminded by a system generated notification email.
Note: This may not be available if your LMS administrator has denied access to change your password

Passwords must have at least seven characters and must include at least one number and one letter.

Follow these steps to change to your password:

  1. Login to the LMS.
  2. Click on the Home tab.
  3. Click on the menu icon in the upper left corner to expand the menu bar.
  4. Click the Change My Password link.
  5. Type the new password in the password field.
  6. Type the new password again in the confirmation field.
  7. Click the Save button.

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MY PREFERENCES

Preferences allow you to customize the training tab using filters so that activities display in a specified order. Selections made in My Preferences overrides the settings made by your LMS Administrator. You change any of the following settings:

Default Tab after Login | Training Plan Options | Administration Options | Animation |

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Login Options

Default Tab After Login

After you log in, the system typically defaults you to the Training tab so that you can launch and take training. You may choose which tab the system defaults to after logging in.

  • Home: defaults to the Home tab
  • Training: defaults to the Training tab
  • Catalog: defaults to the Catalog tab
  • Admin: defaults to the Administration tab
    Note: This selection is only available to users with an assigned administrative security role.

Follow these steps to set the default tab after login:

  1. Login to the LMS.
  2. Click on the Home tab.
  3. Click on the menu icon in the upper left corner to expand the menu bar.
  4. Click the My Preferences link.
  5. Select the desired option from the Default Tab After Login Drop down.
  6. Click the Save button.

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Training Plan Options

This section allows you to select filters and settings that will change how activities will display or be hidden on the Training tab. Options include:

Default List By | Default Display View Type | Default Filters and Settings | Default Display View Type | Default Grid Page Size |

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Default List By

Choose how activities will be listed on the training tab.

  • Alphabetical: Displays all activities alphabetically
  • Completion Status: Displays all activities by Completion Status in this order: incomplete, in progress, complete, overdue
  • Due Date: Displays all activities by due date (most current due date first)
  • Qualification View: Displays individually assigned activities first and then activities by qualification
  • Type: Displays all activities by activity type in this order: CBT, video, tasklist, class, document, quizzes, events and classes

Follow these steps to set the default list:

  1. Login to the LMS.
  2. Click on the Home tab.
  3. Click on the menu icon in the upper left corner to expand the menu bar.
  4. Click the My Preferences link.
  5. Select one from the Default List By drop down list.
  6. Click the Save button.

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Default Display View Type

Choose how the default activity view on the Training tab:

  • List View: Displays all activities in a list
  • Small Icon View: Displays all activities as small icons (AKA thumbnails)
  • Large Icon View: Displays all activities as large icons (AKA thumbnails)

Note: When a custom thumbnail is not added to the activity, a default thumbnail will appear which typically represents the activity type.  For example, if the activity is a video, a camera will appear.  Please refer to the Activities: Add, Remove and Replace Thumbnails article to learn more about custom thumbnails.

Follow these steps to set the default list:

  1. Login to the LMS.
  2. Click on the Home tab.
  3. Click on the menu icon in the upper left corner to expand the menu bar.
  4. Click the My Preferences link.
  5. Select one from the Default Display View Type drop down list.
  6. Click the Save button.

 

Default Filter and Settings

Allows you to display or hide activities by status or activity type.

  • Filter by Status: Unchecked items will not display activities with those statuses on the training tab. For example, the training tab will not display completed activities if left unchecked.
  • Filter by Activity Type: Unchecked items will not display those activity types on the training tab. For example, the training tab will not display classes if class is unchecked.
  • Additional Settings Additional settings allow you to display or hide electives and/or display the training tab in a collapsed or expanded view.
    • Show Electives: Unchecked means electives will not display on the Training Tab
    • Show Training Plan Expanded: Checked means that all electives, individual activities and qualifications will be displayed on the training tab. Unchecked means that all assigned training (activities and qualifications) will appear in a collapsed view on the training tab.  You will need to click the right arrow to expand the list to view the electives, activities and qualifications.

Follow these steps to set the default filter and settings:

  1. Login to the LMS.
  2. Click on the Home tab.
  3. Click on the menu icon in the upper left corner to expand the menu bar.
  4. Click the My Preferences link.
  5. Uncheck any item you do not want to display on the training tab from the Filter By Status, Filter by Activity Type or Additional Settings.
  6. Click the Save button.

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Administration Options

These options are only available to users with an assigned administrative security role. Use caution when making these selections. The higher the number selected, the longer the page may take to display. If you are on a slow server, it may take some time to display the page especially if you have a large volume of users and assignments. Options include:

Default Page Size | Default Selection Page Size |

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Default Page Size

Changes the total number of records that appear on any Manage screen.

Follow these steps to set the default page size:

  1. Login to the LMS.
  2. Click on the Home tab.
  3. Click on the menu icon in the upper left corner to expand the menu bar.
  4. Click the My Preferences link.
  5. Select the desired number from the Default Page Size drop down list.
  6. Click the Save button.

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Default Selection Page Size

Changes the total number of records that will appear in the list of Available Records table on any Select screen.

Follow these steps to set the default selection page size:

  1. Login to the LMS.
  2. Click on the Home tab.
  3. Click on the menu icon in the upper left corner to expand the menu bar.
  4. Click the My Preferences link.
  5. Select the desired number from the Default Selection Page Size drop down list.
  6. Click the Save button.

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Animation

This option is only available to users with an assigned administrative security role.

Disable Animation: When selected, this will suppress animation on network connections with slower performance such as VPN connections. For example, the Content Import and Creation Wizard will move from screen-to-screen without the sliding effects. Sliding effects are also present on the Home tab when the Information or Print icons are selected and on the Catalog tab when you select the forward and back arrows on the large and small icon view.

Follow these steps to set the disable animation:

  1. Login to the LMS.
  2. Click on the Home tab.
  3. Click on the menu icon in the upper left corner to expand the menu bar.
  4. Click the My Preferences link.
  5. Check the disable animation check box to disable animation.
  6. Click the Save button.

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MY REPORTS

Refer to the Users: User Reports article to learn how to run, print and export reports.

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MY JOBS

A “job” is created when an LMS Administrator schedules a report to be emailed on a recurring basis. My jobs displays report jobs created ONLY by you.
Note: This selection is only available to users with the following assigned administrative security roles: Master, Admin, or View Reports.

You may also manage ALL report jobs from the Administration menu regardless of who initiated the job. Refer to the Scheduled Report Jobs to learn how to modify a job for yourself or others.

Options include: Modify a Recurring Report Job | Pause, Resume and Run a Job | Delete a Job |

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Modify a Recurring Report Job

Follow these steps to modify a recurring report job:

  1. Login to the LMS.
  2. Click on the Home tab.
  3. Click on the menu icon in the upper left corner to expand the menu bar.
  4. Click the My Jobs link.
  5. Click the View button.
  6. Click on the Schedule Job button.
  7. Change the job recurrence pattern.
  8. Click the Save button.
  9. Click the Close Button.

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Pause, Resume and Run a Job

Follow these steps to pause, resume and run a job:

  1. Login to the LMS.
  2. Click on the Home tab.
  3. Click on the menu icon in the upper left corner to expand the menu bar.
  4. Click the My Jobs link.
  5. Click the View button.
    1. Click on the Pause Job button to pause the job temporarily.
    2. Click the Resume Job button to resume a job you previously paused.
    3. Click the Run Job Now button to run the job and send the report now.
  6. Click the Save button.
  7. Click the Close Button.

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Delete a Job

Follow these steps to delete a job:

  1. Login to the LMS.
  2. Click on the Home tab.
  3. Click on the menu icon in the upper left corner to expand the menu bar.
  4. Click the My Jobs link.
  5. Click the Delete button.
  6. Click the Yes button on the Confirm Delete screen.
  7. Click the OK button on the Delete screen.

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