Manager | SumTotal LMS | Direct Reports

Manager | SumTotal LMS | Direct Reports

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.
  1. Log-in to SumTotal 
    1. Link to the website https://academy.sumtotal.host/ (copy and paste directly to search bar if needed)
    2. Image of log-in screen 

  2. Select "My Team" from the ribbon on the top of the site screen
  3. A drop down menu will appear proceed to select " Manager Dashboard"
    1. Direct reports will display on the "Manager Dashboard"
    2. Image outlining visual steps to access manager dashboard
    3.  
  4. Locate the learner by scrolling or inputting their name in the search box
  5. click on the caret symbol (dropdown arrow) next to the "select" button
    1. Image highlighting select button
    2.  

  6. A drop-down menu will provide a list of options ranging from Training Schedule, Training Transcript etc. 
    1. Image displaying drop-down menu for select button

  7. Upon selecting an option emulation mode will be activated
    1. Mode in which you can view the learner's selected information
  8. Once you are done reviewing the learner's information and would like to return back to your profile select "Exit Emulation"
    1. Located at the upper right hand corner of the screen
    2. Image pointing to exit emulation
    3.  

Info
If additional support is needed, please submit a ticket to the LMS Help Center. 
Link to guide on submitting a ticket inquiry: How to Submit a Ticket

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