Articles on: Training & Onboarding

Tracking learner progress and completions

BlueDocs offers powerful and granular tracking capabilities that allow organizations to monitor learner progress, completion rates, and engagement across all types of training content. Whether you're overseeing onboarding, compliance, or ongoing development, the built-in analytics and assignment tracking tools give administrators and managers full visibility into who is learning what—and how well.

This article explains how learner progress tracking works in BlueDocs, how to access and interpret the data, and how to use it to drive continuous improvement in training delivery.


📘 Overview of the Progress Tracking System



BlueDocs monitors learning progress via its assignment engine and interactive content modules. Assignments—whether linked to a training document, training module, policy, SOP, or a custom document type—are automatically tracked once assigned to a user.

Assignment Status Types



Each assignment falls into one of four clearly defined statuses:

Pending (Not Started): The learner has not yet opened the training.
In Progress: The training has been accessed, but not completed.
Completed: The learner has viewed or completed the assigned content.
Overdue: The training has passed its due date without completion.

These statuses are color-coded and visible throughout the interface to both users and admins.

Progress Calculation for Modules



When a training module contains multiple sub-modules or sections, BlueDocs calculates learner progress as a percentage:

Progress % = (Completed Modules ÷ Total Modules) × 100


Each module completed brings the learner closer to full completion, with a dynamic progress ring and percentage displayed.


🔍 Accessing Learner Progress Reports



For Learners: Dashboard View



Users can view their own training progress directly from the Dashboard.

Navigate to Dashboard → Your Assignments
View all active training, SOP, and policy assignments
Cards display the document title, status, due date, and percentage completion
Toggle between Pending and Completed views

For Admins: Assignment Management



Admins have full access to assignment activity through the Assignment Management interface:

Go to Settings → Assignment Management
View a table with assignment metadata including:

Document title and type
Assigned user
Status (e.g., Completed, Pending, Overdue)
Due date
Who assigned the document
Use filters to narrow results by:

Document type (SOP, Training, Policy, etc.)
Status
Due date
User or document search


📈 Analytics and Reporting Tools



BlueDocs includes an Analytics Dashboard with robust reporting options for training and learner engagement.

Accessing Reports



Navigate to Analytics → User Activity
Choose the desired date range for the report
Apply filters by:

Activity type (e.g., document views, logins)
User
Document type

Key Metrics Tracked



Completion Rate: % of completed assignments
Time to Completion: Average duration from assignment to completion
Overdue Rate: % of assignments not completed by the due date
Engagement Level: Frequency and duration of user interactions with training materials


🎓 Monitoring Training Modules



BlueDocs enables detailed tracking of Training Modules, which are designed as multi-section learning experiences.

Learner View



Visit the Training Hub
Tabs: Assigned, Available, and Completed
Each module includes:

Completion status (e.g., 2 of 4 modules completed)
Visual progress indicators
Due date (if set)
Module breakdown with checkboxes for completion

Admin View



Admins can view individual user progress by module:

See which modules are complete or pending
Monitor slow progress or bottlenecks
Identify commonly skipped or delayed sections


📤 Exporting Progress Reports



BlueDocs includes CSV export tools for deeper analysis or compliance reporting.

Export Process



Go to Analytics → User Activity Report
Set the desired filters (date range, user, document type, etc.)
Click the Export button to download a CSV with:

Timestamps
User details
Document version
Activity type (viewed, completed)
Module completion data (for training modules)


✅ Manual and Automatic Completion Management



Automatic Tracking



BlueDocs automatically updates learner progress based on:

Page views
Time spent in training documents
Module check-offs
Document engagement behavior

Manual Marking (Admin Only)



Admins can manually mark a training as complete if needed:

Visit Settings → Assignment Management
Locate the assignment
Click Mark Complete
The system records a completion timestamp and updates status metrics


📊 Visualizing Learner Progress



BlueDocs offers multiple visual cues and tools for understanding progress:

Progress Rings for module-based training
Linear Progress Bars for assignment dashboards
Status Badges with color-coded indicators (Pending, Completed, Overdue)
Activity Charts in analytics for trend tracking


💡 Best Practices for Progress Tracking



Setup Tips



Always set clear due dates for assignments
Use milestones for longer training paths (e.g., 25%, 50%, 100%)
Activate notifications for reminders and due dates
Chunk content into smaller sections to promote faster progress

Analyzing Data



Identify high performers and potential knowledge leaders
Find low-engagement materials and revise them
Monitor trends across teams or departments
Determine optimal scheduling for assignments based on completion data

Strategic Interventions



When you identify learners or teams falling behind:

Use filters to isolate at-risk users
Review training content for clarity and effectiveness
Provide targeted coaching or support
Adjust workflows to better suit user behavior


🛠 Troubleshooting Common Issues



IssueSolution
Progress not updatingRefresh the dashboard, verify assignment settings and permissions
Data missing from reportsCheck report filters and assignment setup
Incorrect status showingConfirm module check-off, due date logic, and document settings
CSV export not workingEnsure filters yield results, check browser settings, try alternate filter



🧩 Advanced Progress Features



Department-Level Reporting



Filter analytics by department
Compare performance across business units
Identify skill gaps and training needs by role

Custom Progress Categories



Track specialized learning initiatives:

Compliance certifications
Safety training modules
Leadership development paths
Role-specific onboarding

Integration-Ready Data



Progress data in BlueDocs supports:

LMS integrations
HR and performance evaluations
Compliance and audit processes
Skill development tracking


📌 Conclusion



Tracking learner progress in BlueDocs gives administrators the insight they need to ensure training is not only assigned—but completed effectively. With built-in dashboards, assignment tracking, module-level monitoring, and detailed analytics, organizations can foster a culture of accountability and continuous learning.

Regular monitoring, paired with meaningful data analysis, helps identify bottlenecks, improve content, and align learning initiatives with organizational goals.

If you're new to training analytics in BlueDocs, start by reviewing your Assignment Management panel, exporting a few reports, and scheduling regular review cycles with your team.

Need help? Reach out to your organization’s BlueDocs administrator or consult the in-app help documentation to get the most from these features.

Updated on: 02/06/2025

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