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Training Dashboard

The Training dashboard provides you with an overall view of the status of your organisation’s preventive training: how many training actions there are, their current status, how they are distributed by course and centre, and how they evolve over time between those generated and those finally completed.

You will only see data from the companies, centres and sections you have access to according to your user profile. Two different people may see different figures on the same dashboard, and this is expected.

Before reviewing each element, it is useful to be clear about several concepts used throughout the dashboard.

Training action. The unit of measurement is the training action (the training need of an employee for a specific course). The same person can have several training actions, one for each course assigned to them. Each action is counted only once, even if it has several associated tags or origins.

Where a training action originates. A training action can be generated because the employee is linked to an activity, a work team, a type of PPE or a chemical agent that requires certain training, or directly by the course assigned to their position. That is why these elements are available as filters.

Training action statuses. Each training action has a status:

StatusMeaning
Not startedThe training is pending to start.
In progressThe training is underway.
Not evaluatedThe training has been completed but not yet evaluated.
CompletedThe training has been completed and passed.
SuspendedThe training was not passed.
ValidatedAn equivalent prior training has been accepted as valid.
Not attendedThe employee did not attend.

Completed training action. For compliance percentage purposes, any action in Completed or Validated status is considered completed.

Generated and attended. Each training action has two key dates: the creation date (when the training need was generated) and the attendance date (when it was completed). The evolution charts compare both to show the gap between what is planned and what is executed.

Only active elements. The dashboard only shows active training actions and active structural elements (company, centre, section, position).

Scope permissions. The dashboard only includes training actions from the companies, centres and sections you have access to. Therefore, two users with different permissions may see different figures.

Chained filters. All filters are applied simultaneously to all charts, cards and tables. If you select a centre and a course, everything you see on screen is recalculated only with those training actions.

On the left side you will find the filters. Most allow multiple selection and include a search box.

FilterWhat it allows you to narrow down
ScopeThe organisational structure, in tree form: company → centre → section → position. Only active elements are shown.
CourseActions from specific training courses.
ActivityTraining actions originating from specific activities.
TeamActions originating from specific work teams.
Type of PPEActions originating from specific types of personal protective equipment.
Chemical agentActions originating from specific chemical agents.
TagTraining actions marked with specific tags.
Active assignmentsWhether the employee’s assignment to the position is active or not.
DateThe time period, according to the creation date of the training action.

Shows how many training actions have been completed versus the total for the selected period and filters:

  • Main value: number of completed actions (status Completed or Validated).
  • Reference value: total number of training actions.
  • Percentage: what proportion of the total is completed.

Distributes all training actions according to their current status (not started, in progress, completed, suspended…). Each segment indicates the number of actions and the percentage of the total. It is useful to see at a glance how much training remains pending and how much has already been completed.

Distributes training actions according to the course they correspond to. Allows identification of which courses concentrate the most training activity.

The two charts show how training evolves month by month, comparing two series: generated actions (according to their creation date) and attended actions (according to their attendance date). Only months up to the current month are shown; no future data is projected.

Shows, for each month, the total accumulated from the start of the period: the cumulative generated line sums all actions created up to that month, and the cumulative attended line all actions completed up to that month. The distance between the two lines reflects the training generated that is still pending completion.

Shows the same but month by month, without accumulation: how many actions were generated and how many were attended each month. Useful for detecting peaks in planning or execution.

Lists the work centres with their training actions, ordered from highest to lowest number of actions.

ColumnWhat it showsHow it is calculated
CentreThe name of the work centre.
Training actionsNumber of training actions in the centre.Count of unique actions.
% CompletedPercentage of completed actions in the centre.Completed actions (status Completed or Validated) divided by the total actions in the centre. Accompanied by a progress bar.

The table is interactive: you can select one or more rows to narrow the rest of the dashboard to those centres.

What is the difference between a “generated” and an “attended” action?
Generated refers to the date when the training need was created; attended refers to the date when the employee completed the training. The gap between the two indicates the time taken to execute the planned training.

Why does a “validated” action count as completed?
Because validation recognises equivalent prior training already completed: for compliance purposes, it is equivalent to having completed it.

Why does the number of actions not match the number of employees?
Because each employee can have several training actions (one per course). The dashboard counts actions, not people.

Why do my figures not match those of a colleague?
The dashboard applies each user’s scope permissions: only training actions from the companies, centres or sections you have access to are included. Two users with different permissions will see different figures.

Why don’t I see training actions from future months?
The evolution charts only show data up to the current month; planned future training is not projected on the timeline.