Training Driver List Dashboard

Purpose

This article provides guidance for navigating and using the Training Driver List in Encompass. It covers accessing the dashboard, filtering results by category tabs, customizing table columns, viewing E-Learning training history, and using the ellipses menu for actions such as enrolling students, extending expirations, sending reminders, updating training, purchasing enrollments, and viewing order history.

When to Use This Article

• You need to view and manage employee training progress and enrollment status.
• You want to enroll employees in courses, send reminders, or extend expiration dates from the Training Driver List.
• You need to purchase additional training enrollments or review order history.
• You want to customize the training dashboard columns (e.g., adding Driver Management Profile).

Steps to Follow

To start, go to Drivers > Training.

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Use the tabs across the top to narrow down results to specific categories.

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Click the "down arrow" button found on the far right side of the table to select additional columns to display. Tip: For enrollment purposes, you could select Driver Management Profile so that you can see who might cost an enrollment, etc. When you check the box next to the item, the table will update with that data.

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View Driver/Employee Training Progress

The E-Learning Training History tab will display drivers'/employees' training history in the specified date range. You can see when they were enrolled, when they started/completed the course, how much time was spent in the course, and their score.

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More Actions

Click the ellipses next to Training Driver List to reveal further actions.

Enroll Students	Enroll students in a specific training course. Select the Training Course Select the employee/s to enroll Click Next Apply the associated Checklist Item, it's expiration date, an expiration reminder, and a minimum score Click Enroll when finished See Enroll Employees in Training Courses in Encompass for more information.
Extend Expiration	The ability to extend the employee's current expiration date for a given training. Select the applicable Training Course and then the employee/s to extend Enter in a number of days to extend Remember to click Update when finished
Send Reminder	Send training reminders for specific courses and employees. Select the Training Course and then the employee/s to remind them that they need to complete a training Select a Resend Notification Type
Update Training	Update a training item for multiple (or individual) employees.
Purchase Enrollments	Purchase additional enrollments. You can note how many enrollments you have available at the top. Select an additional # of enrollments to purchase. *This will be added to your monthly Encompass invoice The types of training included with the driver profiles are listed. Contact your J.J. Keller sales representative for more information/assistance.

What Not to Do / Common Pitfalls

• Do not forget to click Update after extending expiration dates -- changes are not saved until you confirm.
• Do not overlook the Driver Management Profile column -- it shows which employees may cost an enrollment, helping you manage training budgets.
• Do not confuse the E-Learning Training History tab with the main training list -- the history tab shows completed/in-progress course data with dates and scores.
• Do not purchase enrollments without checking available enrollments first -- the count is displayed at the top of the Purchase Enrollments screen.

Escalation Path

• If an employee is missing from the Training Driver List, verify their job class assignment and employee status, contact J. J. Keller Support at [e-mail] or 1-800-327-1342.
• For questions about enrollment pricing or invoice details, contact your J. J. Keller sales representative.