1. Open the new Progress page as your central monitoring hub 0:00
The Progress page is the new centralized command center for tracking:
Training progress
Compliance status
Data integrity across your operation
It opens by default in a group-by-course view, giving a granular starting point for review.
2. Expand a course to audit individual technician progress 0:14
Click a course row to unnest it and reveal the users inside that course.
This lets you quickly identify:
Which technicians have not started training
Real-time status for each user
Progress metrics
Exam grades
Compliance deadlines
Use this view when you need a detailed, user-level audit.
3. Switch grouping to surface overdue items and compliance risk 0:53
Change the grouping based on what you need to review.
Example: switch to group-by-date to quickly spot overdue training.
The system highlights overdue items automatically so you can take corrective action right away.
In the example, the STEAM system overview for Carson Smith is flagged as overdue.
4. Use group-by-status for a high-level operational health check 1:21
Select group-by-status to see a macro-level summary of training pipeline health.
This condenses the data into clean, actionable rows.
Combine this with filters to create a highly targeted view—essentially a more powerful saved view workflow.
5. Apply filters to remove noise and focus on a specific course 1:38
Use filters to narrow the table to the exact training content you want to review.
Example: filter for the STEAM overview course.
This removes unrelated records and leaves a focused view of student progress for that curriculum.
6. Group by location to review site-level compliance 1:52
For multi-site operations, switch to group-by-location.
This helps you audit training compliance by facility.
Example: isolate the 11 Madison Avenue location to review local training tracking and compliance status.
7. Customize the table layout and save the view 2:09
Rearrange columns to match your workflow.
Group, collapse, show, or hide columns as needed.
Build combinations of filters and groupings that fit your reporting needs.
Save the configuration as a reusable view for faster access later.
8. Export the full dataset from the three-dot menu 2:27
Open the three-dot menu to access export options.
Export the table to a CSV file.
The export preserves the full dataset, even if the UI is currently filtered or grouped.
This ensures you can use the data for external reporting without losing integrity.
9. Use the Progress page as a complete reporting and visibility tool 2:44
The platform is designed to provide uncompromised visibility into training operations.
You can confidently extract the full dataset for reporting and analysis.
The team invites feedback as they continue improving the feature.