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My Mandatory Training app

Configure the My Mandatory Training app and add to Access Evo dashboard to track user progress through mandatory training.

Liam Smith avatar
Written by Liam Smith
Updated over a month ago

The My Mandatory Training app streamlines compliance tracking and highlights outstanding training requirements. It simplifies progress monitoring and helps identify next steps efficiently.

Configuration is based on Mandatory Training categories established within Access LMS Evo, tailored to each organisation’s needs. This structure supports accurate compliance monitoring across teams.

RAG (Red, Amber, Green) status reporting provides clear visual indicators of priority training activities. Certification expiry dates and due dates serve as key compliance metrics, while the app enables direct access to required training.

📌 Note: Self-registered activities don't show in the Mandatory Training app.

Configure the app

First, configure which mandatory training categories users can see in the My Mandatory Training app.

To do this watch this video or follow the steps below.

  1. Switch to admin view.

  2. Click Settings, then click Global Settings.

  3. Click the Manage Features tab, then click Mandatory Training.

  4. Drag and drop relevant categories from Available Categories to Selected Categories.

  5. Click Save to apply changes here.

  6. Click the Mandatory Training tab, then select a theme. Click Save.

  7. Click the Configuration Options tab.

  8. Click Display RAG status based on then select either Certificate Expiry Date or Activity Due Date as needed.

  9. Click Save at the top of the page to apply changes.

Using the My Mandatory Training app

Before the app can be added to a user's dashboard in Access Evo, the following must be completed first.

  • Enable mandatory training in site settings.

  • Create at least one mandatory training category.

  • Tag modules or courses to the mandatory training category.

Watch this video to learn how to add and use the My Mandatory Training app or follow the steps below.

  1. Click +Add App at the top of the page.

  2. Search for and select My Mandatory Training app.

  3. Click Add to Space.

The app appears on the dashboard in Access Evo, and can be moved and resized as needed.

Users see a separate tab for each mandatory training category.

Click on a module to see a breakdown of the module, including a description, objectives and associated modules if applicable.

Users can launch the module directly from the app. Once completed, the My Mandatory Training app updates to reflect this.

Clicking on a tab shows a dial with a % RAG status for the category. In each category are additional tabs, allowing the user to see modules they have that are overdue, due soon or are already in date. Further details can be found in the below table.

Status

Explanation

Red
​

  • Overdue appear red in the RAG status and are found in the Overdue tab.

  • Includes modules with lapsed due date or certificate expiry date.

  • Registrations where a certificate expiry date doesn't exist, marking them as uncertified. This is because the user has been registered on the module for the first time and the certificate has not yet been awarded

Amber

  • Due Soon modules appear amber in the RAG status and can be found in the Due Soon tab.

  • These include modules where the due date or certificate expiry date is upcoming.

Green

  • In date modules appear green in the RAG status and can be found in the In Date tab.

  • Also includes modules that have already been completed.

📌 Note: The values used for Due Soon and In Date amber alerts is set to 7 days by default, but can be amended by Administrators on your site.

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