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How to run a report on a Learning Plan

  • Log into your school manager account
  • Click on ‘Admin’ shown on the landing page at the top to the left of your profile icon
  • Click on ‘Professional Development’ on the left-hand side
  • Click on ‘Learning Plan Dashboard’ from the left-hand menu.
  • Here you’ll be able to see a breakdown of all the Learning Plans you chose to display on your dashboard.
  • You’ll see the Learning Plan name, the deadline, and who the Learning Plan is assigned to.
  • To see a bit more information, click ‘Report’
  • On the report, you’ll see the Learning Plans details and three dials displaying how much of the Learning Plan is currently not started, in progress, and completed.
  • You’ll also see a breakdown of all the users who have been assigned this Learning Plan, and their individual progress through each assigned CPD:

  • Click on the ‘Bell’ icon next to any user to send them an email reminder to complete this Learning Plan.

  • Or send a bulk Reminder by clicking the ‘Bulk Send Reminder’ tab
  • You can use the ‘Export Progress’ button to download this information in a spreadsheet format at any time.

To view individual progress in more detail:

  • Toggle the switch to 'Compliance' and select the content you wish to view from the drop down