Skill Cat Dashboard User Management SOP
Objective
Learn all about the skillcat dashboard and how it works. Want to watch the full video demonstration? Click here.
Key Dashboard Features
1. Overview of the Dashboard 0:00
Familiarize yourself with the main tab and the tabs on the right side of the screen.
Understand the layout and features available in the dashboard.
2. Adding Users 0:19
Navigate to the Quick Action section to add users.
Input the following details for each user:
First Name
Last Name
Email
Set user role as 'Tech' unless admin access is required.
Use regions to segment users by branches, schools, or roles if necessary.
3. Bulk Upload Users 1:21
If adding multiple users, utilize the bulk upload feature with the provided template.
4. Assigning Training Programs 1:49
Decide whether to assign training programs or allow users to download the app for access to the full training catalog.
5. Managing Learning Plans 2:16
Access the Manage Learning Plans section to:
Assign existing learning plans.
Create new learning plans if applicable.
6. Monitoring User Progress 2:40
Use the View Employees section to track user progress, edit accounts, and check last login times.
7. Addressing Needs Attention 2:53
Regularly check the Needs Attention section for users without assigned learning plans or overdue assessments.
8. Generating Reports 3:13
Download available reports to monitor user activity, except for the time spent report which requires a request.
9. Creating Custom Learning Plans 3:46
If on a higher tier plan, create custom learning plans by:
Naming the plan.
Selecting courses from the dropdown menu.
Dragging and dropping to reorganize courses.
10. Uploading Resources 5:22
Use the Resources tab to upload manuals for user access.
11. Accessing Support from the dashboard 6:01
Utilize the Support tab to access the knowledge hub for articles and assistance.
12. Managing Settings 6:15
Review subscription details and access training materials as the company admin.
13. Using the Skill Cat App 6:56
Download the Skill Cat app to access training materials on mobile devices.
Power Tips
Regularly review user progress and training assignments to maintain effectiveness.
Tips for Efficiency
Utilize bulk upload for adding multiple users to save time.
Regularly check the dashboard for updates on user progress and needs attention alerts.
Familiarize yourself with the available reports to quickly assess user performance.