Published 4 October 2026, Updated 4 October 2026
The Dashboard tab turns course enrolment data into a management overview. Use it to identify enrolments that need attention, compare current workload, and review longer-term enrolment trends without opening every course individually.
The Dashboard loads when you open its tab. It combines filters, live overview cards, a prioritized Needs attention list, charts, and a responsible-workload table.
Dashboard filters
The controls at the top let you focus the Dashboard by period, course, group, or responsible person.
| Filter | What it controls | How it refreshes |
|---|---|---|
| Period | New enrolments, closed enrolments, opening and closure trends, and closure reasons | Applying the date range refreshes the Dashboard |
| Course | One or more courses | Closing the selector after a change refreshes the Dashboard |
| Group | One or more student groups | Closing the selector after a change refreshes the Dashboard |
| Responsible | One or more responsible people | Closing the selector after a change refreshes the Dashboard |
| Refresh | The complete Dashboard using the current filters | Click to retrieve the latest values without changing a filter |
The initial period covers approximately the latest 12 months and ends today. The Period changes date-based figures and charts. Live cards and the Needs attention list describe enrolments that are currently open. Course, group, and responsible filters apply across the Dashboard.
Live overview cards
The cards provide a quick operational count. Point to a card to read its short explanation.
| Card | What it means | Recommended use |
|---|---|---|
| Open enrolments | Current open student-course assignments | Understand the total active workload |
| Active students | Distinct students with at least one open enrolment | Separate student volume from enrolment volume |
| Courses represented | Distinct courses represented by open enrolments | See how broadly the current workload is distributed |
| New in period | Enrolments opened during the selected period | Review intake activity |
| Closed in period | Enrolments closed during the selected period | Review closure volume; closure does not automatically mean successful completion |
| Overdue planning | Open enrolments with one or more overdue lesson dates | Start urgent planning follow-up |
| Due soon | Open enrolments with lesson dates approaching within the configured warning period | Prepare upcoming scheduling work |
| Priority 1 or 2 | Open enrolments carrying the two highest priorities | Focus the most urgent manually flagged cases |
| No responsible | Open enrolments without a valid assigned responsible person | Assign ownership |
| Stalled 30+ days | Incomplete enrolments with no completed lesson activity for at least 30 days | Investigate interrupted progression |
| No future planning | Incomplete enrolments with neither overdue nor future planned lessons | Add or confirm the next planned activity |
| Ready for review | Open enrolments where all course lessons are complete | Review whether the course should be formally closed |
| AI at risk / behind | Latest decision-support status is At risk or Behind | Authorized users should validate it against official training records before acting |
| Open tasks | Open tasks associated with the Courses Center | Click the card to switch directly to the Task tab |
Red and orange cards normally deserve attention first. Yellow cards identify planning or progression warnings. Green cards generally identify active volume or work ready for review. AI information appears only when the feature is available and your role is authorized.
Needs attention
The Needs attention table brings the most important open enrolments into one prioritized list. It shows up to 50 enrolments and displays how many matching enrolments exist in total.
- Student and group
- Course
- Attention badges
- Responsible person
- Lesson progress
- Next planned lesson and last completed lesson dates
- An Open button for the course enrolment
An enrolment can show several badges. The list prioritizes stronger warning combinations first, so the first row is not necessarily the oldest course.
| Badge | What triggered it | Typical next step |
|---|---|---|
| Overdue | One or more incomplete lessons have a planned date that is due or past due | Review and correct the plan |
| Behind / At risk | The latest authorized decision-support status needs attention | Validate the status against official training records and follow up |
| Priority 1 / Priority 2 | The enrolment was manually assigned a high priority | Apply the organization’s priority workflow |
| No responsible | No valid responsible person is assigned | Assign a responsible person |
| No lesson activity 30+ days | No lesson has been completed recently, or a new enrolment has remained inactive for at least 30 days | Confirm whether training is stalled and create a recovery plan |
| Due soon | An incomplete planned lesson is approaching within the warning period | Confirm resources and scheduling |
| No future planning | The incomplete enrolment has no overdue or future lesson plan | Add the next planned lesson |
| 100% lessons done | All lessons are complete while the enrolment remains open | Review completion records and close the course when appropriate |
Charts
| Chart | What it shows | How to use it |
|---|---|---|
| Open enrolments by lesson progress | Open enrolments grouped into five completion bands from 0-24% through 100% | See the overall progression distribution |
| Open enrolments by course and progress | Progress bands broken down by course | Find courses with large early-stage or near-complete populations |
| Enrolments opened versus closed | Monthly counts inside the selected period | Compare intake and closure trends |
| Closure reasons | Reasons recorded for courses closed during the selected period | Review why enrolments are being closed |
| AI decision-support status | On track, At risk, Behind, Completed, and Needs data | Available only to authorized users; use for investigation rather than automatic judgment |
The course-progress chart shows the ten courses with the most open enrolments. Remaining courses are combined under Other courses. Use the print icon on a chart when a printable copy is required.
Responsible workload
The Responsible workload table compares current assignments. It can show up to 20 responsible people and places greater attention on overdue, high-priority, and authorized AI-risk cases.
| Column | Meaning |
|---|---|
| Responsible | Assigned responsible person |
| Open enrolments | Number of active student-course assignments under that person |
| Students | Number of distinct students represented by those assignments |
| Overdue | Open enrolments with overdue planning |
| Priority 1/2 | Open enrolments carrying either of the two highest priorities |
| At risk / behind | Decision-support count shown only to authorized users |
One student can have several open courses. For this reason, Open enrolments can be higher than Students: each course assignment counts as one enrolment, while the student is counted once.
Recommended workflows
Daily attention review
- Open Dashboard.
- Review red and orange live cards.
- Work down the Needs attention list.
- Use Open to inspect an enrolment.
- Assign ownership, correct planning, or close completed courses as appropriate.
- Click Refresh after changes to confirm the counts have updated.
Monthly management review
- Select the reporting period.
- Review New in period and Closed in period.
- Compare the opened-versus-closed trend.
- Review closure reasons and course-progress distribution.
- Print the relevant charts if a meeting copy is needed.
Troubleshooting
| Situation | What to check |
|---|---|
| Dashboard remains on Loading | Wait for the request to finish, then click Refresh. If an error appears, confirm the session is still active and retry. |
| A live count does not change with the Period | Live counts describe currently open enrolments. The Period changes only date-based figures and charts. |
| AI cards or columns are missing | AI must be available, supporting data must exist where required, and your role must be authorized. |
| Needs attention shows fewer rows than expected | The table shows up to 50 prioritized rows. Use filters to narrow the scope. |
| Responsible workload shows fewer people than expected | The table shows up to 20 responsible people for the selected filters. |
| No data appears in a chart | Widen the Period and review the course, group, and responsible filters. |