
Learning Management System (LMS) Team
SumTotal Manager Guide - How To View Direct Reports

Purpose: The purpose of this guide is to describe how Manager can view their direct reports' information.
- Log-in to SumTotal
- Link to the website https://academy.sumtotal.host/ (copy and paste directly to search bar if needed)
- Image of log-in screen
- Select "My Team" from the ribbon on the top of the site screen
- A drop down menu will appear proceed to select " Manager Dashboard"
- Direct reports will display on the "Manager Dashboard"
- Image outlining visual steps to access manager dashboard
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- Locate the learner by scrolling or inputting their name in the search box
- click on the caret symbol (dropdown arrow) next to the "select" button
Image highlighting select button
- A drop-down menu will provide a list of options ranging from Training Schedule, Training Transcript etc.
- Image displaying drop-down menu for select button

- Upon selecting an option emulation mode will be activated
- Mode in which you can view the learner's selected information
- Once you are done reviewing the learner's information and would like to return back to your profile select "Exit Emulation"
- Located at the upper right hand corner of the screen
- Image pointing to exit emulation
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If additional support is needed, please submit a ticket to the LMS Help Center.