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Team Performance

Team Performance Block

The Team Performance Block provides Managers with a consolidated view of their team’s overall learning performance.

Overview

This feature enables Managers to:

  • Monitor team engagement levels
  • Track course participation
  • Measure completion performance
  • Identify users requiring immediate attention
  • Take proactive corrective actions

Scope

  • Display of aggregated team member metrics
  • Calculation of Completion Rate
  • Identification of users requiring attention
  • Conditional display of “Immediate Action Required” section
  • Real-time data reflection

User Flow

Manager Flow:

  • Login as Manager who has users assigned
  • Navigate to Dashboard → Team Performance Block
  • View performance metrics:
    • Total Members
    • Active Members
    • Enrolled
    • Completion Rate
  • Review Immediate Action Required section (if applicable)
  • Identify users under:
    • Inactive
    • Not Started
    • Slow Progress

Functional Data Definitions

Total Members

  • Total team members assigned under the Manager

Active Members

  • Users who accessed platform in last 30 days
  • Logic: Last login ≤ 30 days

Enrolled

  • Users enrolled in at least one course

Completion Rate

  • Average completion percentage across team
  • Formula: (Total Completed / Total Assigned) × 100
  • Displays 0% if no courses assigned

Immediate Action Required

This section appears only when count is greater than zero.

Inactive

  • Users enrolled in courses but not logged in for 14 days

Not Started

  • Users enrolled but have not started at least one course

Slow Progress

  • Users enrolled in multiple courses but not completed at least two

Functional Validation

Role-Based Access

  • Login as Manager
  • Verify block is visible

Total Members Validation

  • Login as Admin/Client Admin 
  • Navigate to the Team Overview block 
  • Click on Assignment option 
  • Select manager from choose manager dropdown. 
  • Assign users under that Manager. 
  • Login with that manager under whom users are assigned. 
  • Navigate to Team Performance block 
  • Verify Assigned Members count

Active Members Validation

  • Login with user
  • Login as Admin/Client Admin 
  • Create 2 new users 
  • Assign these users under the manager 
  • Login with one of the new team members/users. 
  • Login with that manager under whom newly created users are assigned. 
  • Verify Active Member count increased

Enrolled Validation

  • Login with user
  • Login as Admin/Client Admin 
  • Open any course and enroll any team member in that course 
  • Login with manager under whom that team member/user is assigned. 
  • Navigate to Team Performance block 
  • Verify that Enrolled count increased

Completion Rate Validation

  • Login as Admin/Client Admin 
  • Open any course and enroll any team member in that course 
  • Login with team member and complete that course 
  • Login with manager under whom that team member/user is assigned. 
  • Navigate to Team Performance block 
  • Verify that Completion Rate percentage increased

Inactive Validation

  • Login as Admin/Client Admin 
  • Create a new user 
  • Assign these users under the manager 
  • Open any course and enroll that user in a course 
  • Do not login with that newly created user 
  • Login with manager under whom that team member/user is assigned. 
  • Navigate to Team Performance block 
  • Verify that Inactive Action appear with count

  • Click on count

  • Verify that inactive popup displays that user

Not Started Validation

  • Login as Admin/Client Admin 
  • Open any course and enroll any team member in that course 
  • Login with team member and do not start that course 
  • Login with manager under whom that team member/user is assigned. 
  • Navigate to Team Performance block 
  • Verify that Not Started Action appear with count

  • Click on count

  • Verify that Not Started popup displays that user

Slow Progress Validation

  • Login as Admin/Client Admin 
  • Enroll any team member in 2 or more courses and do not complete at least 2 courses 
  • Login with manager under whom that team member/user is assigned. 
  • Navigate to Team Performance block 
  • Verify that Slow Progress Action appear with count

  • Click on count

  • Verify that Not Started popup displays that user

Email Validation

  • Login with manager under whom that team members are assigned.
  • Navigate to Team Performance block 
  • Click on any of the count appears on any immediate action
  • Popup will open
  • Click on email icon

  • Verify that email will send to that user

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