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Home Page Overview

Written by Human-Focus

Home Page Overview

The Home Page is your central hub for accessing training, checklists, and external training records. It provides a clear summary of your current training status and quick access to the most important areas of the system.



Profile Menu

Your name and profile picture are displayed in the top-right corner of every page. Clicking on your name or profile picture opens the Profile Menu, which provides quick access to the following options:

  • View User Profile – Navigate to your full profile page to view or update your details.

  • View Card – View your learner card.

  • Subtitles and Closed Captions – Toggle subtitles and closed captions on or off whilst watching training videos.

  • Logout – Sign out of the platform.

The Profile Menu also displays your name, organisation, and person identifier for quick reference, along with your QR code which is accessible from any page.



Home Page ​Header Section

The header section appears at the top of the Home Page and contains the following elements.

Welcome Message

Your name is displayed as a welcome message at the top of the page, confirming you are logged in to your account.

What’s New

Navigates to the What’s New page, where you can view the latest system updates and feature releases.

How to Take a Training

Opens a help video that guides you through how to attempt a training course.

More Options

Clicking More Options reveals a dropdown menu containing the following actions:

  • View Card – Opens your training card for viewing.

  • Check a Card – It navigates the user to the logged-in user compliance page and displays all system and external training status for the logged-in user.

  • View Statistics – Displays your training statistics. (Displayed based on user permissions.)

  • Bulk Certificate Upload – Allows bulk uploading of certificates. (Displayed based on user permissions.)


Main Section

The main section of the Home Page is divided into three tabs, each providing a focused view of a different feature.


e-Learning

e-Checklist

External Training

e-Learning Tab

The e-Learning tab provides a complete overview of your online training activity, displaying your training counts, in-progress courses, failed training, outstanding to-do items, and expiring or expired training.

Training Counts

A status summary bar at the top of the tab displays the total number of training records assigned to you within your organisation, broken down by status:

All

The total count of all training records across every status.

To Do

Training that has been assigned and is yet to be started.

In Progress

Training that has been started but not yet completed.

Passed

Training that has been successfully completed and passed.

Expiring

Training that is approaching its expiry date and will need to be completed again soon.

Expired

Training that has passed its expiry date and must be reattempted.

Failed

Training that has been attempted but not passed.

Continue Training

This section displays training courses that you have previously started but not yet completed. Each course card includes a progress bar indicating how much of the course has been completed based on the number of sections finished.



​From this section you can:

  • Resume Training – Continue a course from where you last left off.

  • Preview Training – Review a course without resuming from your saved progress.

Note: This section is only displayed if you have training courses currently in progress. If no training is in progress, this section will not appear on the Home Page.

Failed Training

This section displays any training courses that you have attempted but not passed. Failed courses are shown as red cards and include a count badge next to the section heading. You can click on a failed course card to reattempt the training.

Note: This section is only displayed if you have failed training. If there are no failed courses, this section will not appear on the Home Page.

My To Do

This section displays a selection of your outstanding training for quick access, allowing you to begin assigned courses directly from the Home Page. A View All button is available to navigate to your complete To Do list.


​Expiring & Expired Training

This section displays training that is either approaching its expiry date or has already expired, combined into a single view. Each card shows the course name and expiry date, making it easy to identify which training needs to be reattempted. A count badge next to the section heading indicates the total number of affected records.


e-Checklist Tab

The e-Checklist tab is displayed only when the e-Checklist module is enabled for both your organisation and your user account.


e-Checklist Counts

A status summary bar at the top of the tab displays the total number of e-checklists assigned to you, broken down by status:

All

The total count of all e-checklists across every status.

To Do

e-Checklists that have been assigned and are yet to be started.

In Progress

e-Checklists that have been started but not yet completed. These may be from either a standard assigned e-Folder or a scheduled e-Folder.

Completed

e-Checklists that have been successfully completed.

Not Done

e-Checklists whose scheduled due date has passed without being completed. These are moved to Not Done status automatically by the system.

Continue e-Checklist Folder(s)

This section displays your most recently updated in-progress e-checklists, allowing you to quickly resume where you last left off by clicking directly on the item.

Due e-Checklists

This section displays scheduled e-checklists that are due to be completed. A View All button is available to navigate to the My To Do section within the e-Checklist module.

Due e-Checklist Actions

This section displays any actions that have been assigned to you with an upcoming due date, ensuring they remain visible and easy to access from the Home Page.

My e-Checklist Folder(s)

This section displays e-checklists from your My e-Folders section. These are e-checklists that do not have a scheduled due date and can be attempted at any time. A View All button is available to navigate to My e-Folders, where all available e-checklists are listed.


External Training Tab

The External Training tab allows you to manage training completed outside of the system.

An Upload External Training Record button is available at the top of the tab, enabling you to log a new external training record directly from the Home Page.

External Training Counts

A status summary bar at the top of the tab displays the total number of external training records assigned to you, broken down by status:

All

The total count of all external training records across every status.

To Do

External training records that are yet to be completed.

Passed

External training records that have been uploaded with a passed status.

Expiring

External training records that are approaching their expiry date and will need to be updated soon.

Expired

External training records that have passed their expiry date and require the record to be updated.

My To Do Training

This sections displays those Upload External Training which are are in To Do state assigned to the user group of the user.

Expiring & Expired Training

This section displays external training records that are either approaching their expiry date or have already expired, consolidated into a single view. Each record shows the course name and the relevant expiry or expiring date. Clicking on a record opens the Upload External Training Record popup, allowing you to update the record quickly without leaving the Home Page.



Navigation Menu

The navigation menu is located on the left-hand side of the screen and provides access to all areas of the platform.

The navigation menu icons have been updated with a new, clean single-colour design for a more consistent look and feel across the platform.


Summary

The Home Page provides a consolidated view of all your training activity, giving you quick access to:

  • Your welcome message and key action buttons via the header.

  • In-progress, failed, outstanding, and expiring/expired e-Learning courses via the e-Learning tab.

  • Checklist folder progress, due folders, and assigned actions via the e-Checklist tab.

  • Externally completed training records, including to-do and expiring/expired records, via the External Training tab.

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