How to view a user’s pending required actions

Users may be assigned content with a required action where they must either complete the content or take an assessment to test their knowledge. You can view the user's pending required actions that they have yet to complete under the Pending Required Actions tab.

In the left hand side menu, click Users.

Users Menu

At the Users page, find the user you want to view and either click the user’s first name or last name or click the Actions button and select View from the menu.

View User Button

Viewing Progress

Under the Pending Required Actions tab, you can see the user’s progress with each schedule to view how far along they are, the dates the content is available, and what action is required (complete or take an assessment).

Pending Required Actions List

Click the percentage to view a dropdown listing the progress. If the user has completed all of the modules but has not taken the required assessment, the progress column will display Pending Assessment.

Progress

Filter Progress

You can further refine the list of pending actions by searching based on the desired search criteria. Using the filter panel, you can select one or more search criteria. The table below describes the different types of search criteria.

Search Criteria Description
Progress
Search based on the user’s progress.
Not Started - User has not yet started the content (0% complete)
In Progress - User has started the content
Pending Assessment - User has completed the content but has not yet taken the required assessment
Availability
Search for content based on the availability of the schedule.
Currently Available - Schedule is currently available for the user to view
Upcoming - Schedule is not yet available
Past - Schedule is no longer available for the user to view
Module Search based on the modules that have been scheduled.
Created By Search based on who created the schedule.
Action Required
Search based on the required action.
None - No action is required of the user
Complete - User must complete the content
Assessment - User must complete the content and take an assessment
Assessments Search based on the assessment that is associated with the content.

You can search using a simple search or using the filter panel for a more refined search. To perform a simple search, enter the desired search criteria into the Search box. This will dynamically update the list of pending actions with those whose content, schedule dates, or assessment name contain the text entered in the search box.

Search Box

For a more refined search, click the Filters button to reveal the filter popup.

Filter Button

At the Filter Pending Actions popup, select your search criteria and click the Apply button. Click the Reset button to clear all filters.

Filter Popup

The results of the filter are then shown in the list. When a filter is set, the number of filters applied will appear next to the text in the Filters button.

Filter Results

In the toolbar/navigation bar, select the menu icon.

Menu

At the flyout, select Users.

Users Menu

At the Users screen, select the user you want to view.

View User Button

Viewing Progress

Under the Pending tab, you can see the user’s progress with each schedule to view how far along they are and the dates the content is available.

Pending Required Actions List

Tap the row to view a flyout listing the progress. If the user has completed all of the modules but has not taken the required assessment, the progress column will display Pending Assessment.

Progress

Filter Progress

You can further refine the list of pending actions by searching based on the desired search criteria. Using the filter panel, you can select one or more search criteria. The table below describes the different types of search criteria.

Search Criteria Description
Progress
Search based on the user’s progress.
Not Started - User has not yet started the content (0% complete)
In Progress - User has started the content
Pending Assessment - User has completed the content but has not yet taken the required assessment
Availability
Search for content based on the availability of the schedule.
Currently Available - Schedule is currently available for the user to view
Upcoming - Schedule is not yet available
Past - Schedule is no longer available for the user to view
Module Search based on the modules that have been scheduled.
Created By Search based on who created the schedule.
Action Required
Search based on the required action.
None - No action is required of the user
Complete - User must complete the content
Assessment - User must complete the content and take an assessment
Assessments Search based on the assessment that is associated with the content.

Select the Filters button to reveal the filter flyout.

Filter Button

At the Filter Pending Actions flyout, select your search criteria and select the Filter button. Select the Clear button to clear all filters.

Filter Flyout

The results of the filter are then shown in the list. When a filter is set, the number of filters applied will appear at the top of the list. You can also clear the filters by selecting the Clear button.

Filter Results