How to view Traffic Lights on the Management Area
Viewing Traffic Lights on the Management Area will only be visible if you have been given the appropriate access. This access would usually be given to Regional Managers, Managers and Admins
Click on the Management Area on your Events
Underneath your compliance pie charts you will have the Presets Traffic Lights
You will be able to see all the Red compliance 0% - 38%
The Yellow compliance 39% - 59%
The Green compliance 60% - 100%
~ Please note these preset percentages are definable for each client ~
Clicking on each Traffic Light will Select and Highlight all Learners Homes or Roles that fit into that range
You are able to filter by Home or Role, which allows you to exclude data outside of your specified range of a selected filter category.
Using the From and To % fields you can customise what percentage range you are wanting to look at
Clicking on Score Type you are able to select either Mandatory or Required instead of the combined default. This also applies the additional filter information you have applied (percentage range)
Include New Starters
If you would like to include the aggregates of New Starters i.e recently on-boarded learners, click on the Include New Starters Slider.
~ Note: Including new starters will skew your overall compliance ~
Group by Tags
To group the data by tags click on the Include New Starters Slider.
Printing Traffic Light Data
To print, click the Print Button, located on the right hand side of the Presets Traffic Lights
A print preview window will appear
Select your preferred printer from the Destination drop down box (select Save to PDF if you prefer to save the information in PDF format).
Then click on the Print Button. This button becomes a Save Button when destination has been set to anything that is not a physical printing device.
Print button:
Save button:
Sending messages to Individuals or Groups
To send a message to a Home or Individual, click on the Message Button in the row of the group or individual you want to communicate with
Message button:
A Message Window will appear. Type in your message in the text field
Then click on the Send Button to send the message
The recipient will find their message in the Messages Tab on your Dashboard
