GO1M-1547 Guides For GO1 Users - Managers

GO1 Manager Guide
Welcome to GO1!
Use the GO1 Product Guide to get familiar with your GO1
Learning Management System and explore its key features!
Table of contents
Getting started with GO1
Managing your team
Finding learning
Accessing Learning
My Learning
User profile and account
User groups
Role competencies
Last updated: August 2019

Manager

Setup account
Managing your team To get started you will need to create your GO1 account.
1. Follow the instructions in the Welcome Email you

Finding learning
received, to complete the account creation processes
on your platform.
Accessing Learning
2. Click the one-time login link (or paste it into your
browser) that was in the email to gain access to GO1.
3. Agree to GO1’s Terms of Service and Privacy Policy.
My Learning 4. Set up and confirm your unique password.
5. Once you’ve confirmed the password you will receive
an email letting you know your password has
User profile and account changed - you can disregard this email.
User Groups
Make sure to remember your login

details for next time!
Role Competencies
Login page URL: yourportal.mygo1.com

Username: youremail@gmail.com
Password: YourPassword1

Manager

Dashboard
Managing your team After you log-in, you’ll arrive at your platform Dashboard.
From the dashboard, you can navigate to all areas of the
system.
Finding learning
• The first time you login you will see a prompt to
complete you personal learning profile. Find out more
about how to do this in the User profile and account
Accessing Learning
section of your guide.
My Learning
Key navigation explained:

User Groups • Search bar: Sits on the top navigation (visible from all pages within the platform) and will expand when you begin
searching.
• Explore: From Explore, you can find all the learning available on your platform, this includes GO1 content and your
specific organizational learning.
Role Competencies
• Groups: Access your groups and the learning assigned in those groups.
• My Learning: This page allows you to find all learning you have enrolled into or has been assigned to you, plus a list of
completed learning.
• My Team: This page summarizes the activity of a your team.
• Notification bell: Alerts you to any notifications regarding your learning.
• Profile picture: This is a drop-down menu, which leads you to different functions on the platform.

Manager
Managing your team

My Team
Managing your team The My Team page sits on the dashboard just after My
Learning. This page can only be utilized and seen by
Managers and Administrators. The My Team dashboard
Finding learning summarizes the activities of your team (users who you
manage), so you can easily track their learning against
their goals.
Accessing Learning
• From the My Team overview page you can view a list

of the users you manage - these are the users that
My Learning
have been assigned to your by your Administrator.
• You can see a tally of each team members progress
on their learning, including whether their enrollment
status for different items is; in Progress, Upcoming
(which means the completion due date is within the
next 7 days) or Overdue.
User Groups
• From My Team you can also view reports, where you
can search and sort through a list of the users you
manage and view their enrollment details.
Role Competencies

Manager
Managing your team

Editing a users details from their learning profile
Managing your team Each learner has their own profile and by selecting their
name from your My Team dashboard, you have access
to view and update their learning records.
Finding learning
• On a user profiles you can see the Edit button. You

Accessing Learning can update your users details including: name, user
status and confirm you are their Manager.
• From the more button (….) you can either enroll or
My Learning assign your team members into specific learning.
You have the ability to assign

User Groups learning or enroll your team in
learning. This functionality is only
available for users who report to you.
Role Competencies
• From your My Team report, choose a
users name to go to their profile.
• Select the more menu (…) in the right hand

corner of their profile.
• Click Assign/Enroll Learning option.
• You can then search for the title of a

learning item you wish to assign or enroll
that user in.

Manager
Managing your team

My Team: Reports
Managing your team My Team: Reports, allows you to see a report outlining
a list of your learners and their enrollments. You can
configure different and more meaningful reports from
Finding learning this tab.
• All reports within the Administer section can be

filtered and customized.
Accessing Learning
• You can choose which columns you show in your
report, with the option of adding or removing specific
content from reports.
My Learning
• Select Filter and click + in order to add a filter field.
• The drop down will list all filters available. For
User profile and account example the Type filter, will enable you to show
specific learning types such as courses in your report.
• You can then save a filter for future reference. This
User Groups is particularly useful if you have a specific report you
wish to review regularly for updates.
• Also select Config to customize how you display your
Role Competencies report.
Additional resources:
• Creating Pie-chart, Histogram, Bar chart
and Pivot Table. Read how-to guide here.
• Exporting a report - read how-to guide

here.

Manager
Managing your team

Creating users
Managing your team You can add and edit the details of the users you
manage from the Administer menu. The Administer
menu sits under the top right drop-down menu.
Finding learning
Accessing Learning 1. To add a single user select the User tab.

2. Click the +Create button located on the right side.
3. Add new user form will appear and fill in the required
My Learning information, then select Add.
Account Information required when adding a new user: To bulk add users, from the user tab:
• Click the more menu button located next
User profile and account • Email: New user’s email address.
to Create.
• First Name/Last Name: This name will appear on • From the drop-down box select Import.
your reports and the emails sent to the user.
• You can now upload a document from your
User Groups • Roles: Learner by default. You can also give the user a computer with list of new users.
Manager role. • In the bottom left-corner you can
download an example CSV template if you
• Managed by: It will be you by default.
Role Competencies are unsure of the format required.
• Status: Active/Blocked - this determines whether the
user is active or inactive and if they can have access
to the platform (can be updated after user creation).
• Send welcome email: A welcome email will provide
the user an initial log-in link to the platform, which
allows them to set up their password quickly.

Manager
Managing your team

Editing users
Managing your team As a manager you can edit some of your team’s details
including name and status
You can not assign a new manager to a user.
Finding learning
1. To edit a users details from Administer, select the Users

Accessing Learning tab.
2. Choose the name of the user you wish to edit.
3. Select Edit from the drop-down menu next to their name
and complete the edit user form.
My Learning
Reset password links:

1. To send a reset password link, find the

user from the Administer users report.
User Groups 2. Choose the name of the user you wish
to edit and you will see a reset passport
button.
Role Competencies 3. The user will now receive and email with a
prompt to reset their password.
4. Ensure their email is correct in their profile

if it is not correct contact your platform
Administrator.

Manager
Finding Learning
Learn how to find courses and learning activities
Managing your team You can use the search bar, which sits on the top navigation
of your platform (visible from all pages) to start searching
for learning.
Finding Learning Or, select Explore from the top navigation bar. From here,
you can easily explore content topics that your GO1
Administrator has identified are of interest to your team.
Accessing Learning
• When you select View All on any particular topic block,
you will be directed to a search results page, where the
content has been filtered by the topic and sorted by
My Learning
Popularity.
• New Content is a block that displays content recently
added to the platform, either by your GO1 Administrator
or GO1 Content Partners. When you select View All, you
will be directed to a filtered search result page of new
content.
User Groups
• Trending on your platform will display a block of content
that has the highest number of enrollments from within
your platform. When you select on View All, you will
Role Competencies be directed to a filtered search result page of trending
content.

Manager
Finding Learning
Searching for learning
Managing your team

Using the search results page you can search for GO1
content or learning created by your own organization.
Finding Learning
• This page acts as a library and allows you to search
and select from all learning items GO1 and other
creators, depending on the settings determined by your
Accessing Learning
Administrator.
• You can filter down your search results by item or
My Learning individual resource types:
oo Video oo Interactive
oo Course oo Documents
oo Event oo Links
oo Awards oo Text
User Groups
Use the second layer of filters to find content

• Tags: User-defined (locally on the portal) or defined by the Content Provider.
Role Competencies
• Topics: GO1 defined topics which offer another level of formal categorization to help narrow down your content search
(outside of Author tags). Examples: Customer Service, Health and Wellbeing, Legal and many more!
• Providers: Allows you tp filter by specific Content Providers available in your GO1 subscription.
• Price: Filter by free or paid.
• Language: Filter by language.
• Status: You can search by courses you are already assigned to or enrolled in.

Manager
Finding Learning
Round-up emails
Managing your team Use GO1’s content recommendation emails to find the learning
that is right for you.
Finding Learning • You will receive a recommendations email every two weeks to
your primary email address.
• To start or stop receiving the emails: navigate to the
Accessing Learning
Recommendations > Settings, found in your Account Settings
page. From there toggle on/off the emails.
• You can also un-subscribe to the emails using the link in the
My Learning
footer of the email.
• If your Administrator has not enabled this feature on your
portal, you will not be able to receive this email or manage the
above settings.
User Groups
Role Competencies

Manager
Accessing Learning
Course
Managing your team Once you’ve found a course you are interested in
undertaking, click on the course and you will be taken to the
course overview page.
Finding learning
On the overview page you will see a description of the
course as well as a brief overview of the course structure,
including any modules or learning resources in the course
Accessing Learning
such as videos, documents and interactive packages.
My Learning
• You can then select the Enroll button and you will begin
your learning.
User Groups
Role Competencies

Manager
Accessing Learning
Completing your learning
Managing your team Once you check off and complete each resource within the
course structure you will have completed your first course!
Finding learning It will now appear in the completed courses in the My

Learning tab.
Accessing Learning
My Learning While most elements of a course can be viewed

within the system, the interactive packages will
often open automatically and occasionally in a
new window.
Depending on your browser security settings
you may need allow for a pop-up to open the
packages.
User Groups
Role Competencies

Manager
Accessing Learning
Awards
Managing your team An award gives you learning flexibility, as you can pick and
choose what you want to learn so you can reach the award
target.
Finding learning
• On the overview page you will see a description of

Accessing Learning the award, the instructions for completing the award
(including the numerical target you need to reach to
complete it)and the content within the award.
My Learning • If you are not already enrolled, select the Enroll button to
begin.
• To reach the numerical target of the award, complete the
User profile and account different resources inside of it.
• You also have the option to upload external learning
(under learning records tab) to count towards the target.
User Groups
• Use the My Progress wheel to help you track how much of
the award you have completed.
• Once you have completed the required courses, the award
Role Competencies
will then be marked complete!
• It will now appear in the completed courses in the My
Learning tab.

Manager
My Learning
Your personal learning dashboard
Managing your team From the My Learning page you can view all awards,
courses and resources that you have started, completed or
that have been assigned to you.
Finding learning
• There are 4 tabs available: In progress, Assigned,

Accessing Learning Scheduled, Completed.
• From each page you can filter down to the different
learning types: awards, courses, resources.
My Learning • Learning items with due dates will appear in the
scheduled tab.
• Select the course card (or award card) to access the
specific learning item.
User Groups
Role Competencies

Manager
My Learning
Getting a certificate
Managing your team A certificate of completion will be available once you have
completed any learning item.
Finding learning
1. Select the My Learning tab and navigate to the completed
tab to access your completion certificate.
Accessing Learning 2. Click the three dot triangle menu on the card, to find the
certificate option.
3. Now you can View Certificate and download for
My Learning reference.
4. Completion certificates are also available from individual
course pages after you complete a course.
User Groups
Role Competencies

Manager

Viewing your profile
Managing your team To access your personal learning profile, select your name
(profile picture) in the top right corner of the platform. From
there, you will find a View Profile button.
Finding learning
From the profile page, you can see a record of all learning
items, courses or awards that you have completed, or that
Accessing Learning
have been assigned to you or that you are in progress on.
• You can select edit (right-side button) to update your
profile picture.
My Learning
User Groups
Role Competencies

Manager

Learning transcript
Managing your team As a user you can download a transcript of your learning,
by selecting the Learning Transcript button on the right
side of the learner profile page.
Finding learning
• The transcript outlines learning you have passed (courses,

Accessing Learning resources, or awards) and it is sorted by completion date.
• The transcript also includes external learning records.
• You can downloaded your learning transcript in a PDF file,
My Learning which is fitted to a A4 page.
User Groups
Role Competencies

Manager

Update your account
Managing your team As a user you can manage your own account details.
• Name: This is set when you create your account. You can not update this.
Finding learning
• Password: If you do enter a new password here, you will receive
an email informing you of the change.
Accessing Learning • Language: You can update the language you view the platform
in, outside of what your Administrator has determined here.
My Learning
Email address
• You’ll see one email account here - that is your primary and verified email.
• You can add a new email address (and as many new email addresses as you want) but it cannot be one associated with
another GO1 account.
User Groups • If you add an email to your account, you will need to verify it via the one time link sent to the new inbox.
• Once verified you can make this new email your primary address. The primary email is what you use to log into any GO1
platform that you have an account on and it will be the email you receive all GO1 correspondence to.
Role Competencies
Payment details
• There is the option to add your own credit card to your account. By adding a card you can then purchase any course you
are interested in with just one click!
• Once you’ve added a credit card you always have the option under Actions to remove it.

Manager

Update your Account
Managing your team If you do purchase a course, it will list the course name here, along with all your purchase history.
Finding learning • From the purchase page,if a course has available credits, you can assign those to yourself or other users.
• You will be prompted to add in a user email which will notify and allocate the credit to the respective learner. If you do
assign to another user - their details will appear under participant details.
Accessing Learning
• Alternatively, your credits will automatically save to your account, which you can use for yourself at a later date.
My Learning
User Groups
Role Competencies

Manager

Update your Account
Managing your team When you first sign-up to your platform, you will be directed to
choose your topics of interest via a prompt on the dashboard.
Finding learning
• You can chose from a list of core GO1 content topics.
• You can select as many topics as you want.
Accessing Learning
• If you want to select topics at a later date, you can hit the Skip
button.
My Learning • By selecting these topics, it will help GO1 know more about
your interests, so in future we can provide more personalized
learning content suggestions.
User Groups • You can update your content

recommendations from the Account
Settings > Recommendations page.
• Select the Tell Us More button you can

Role Competencies update your interests

Manager
User Groups
Viewing your user groups
Managing your team When you select Groups from the top navigation, you will be able
to view all groups you are a part of.
Finding learning
• My Groups: This tab displayed in the groups that you are
a member of, or the group owner or manager of. These are
private to the platform.
Accessing Learning
• Explore: These are public groups on your platform which any
user can join.
My Learning
For each group you can see:

• Overview about the group.
• Content added or assigned to the group.
User Groups
• Members in the group.
• Once you join a group any learning assigned to the group will
be added to your My Learning dashboard.
Role Competencies

Manager
Glossary
Your role explained: Manager’s are able to
Managing your team • Undertake learning and report on what they have done via certificates and transcripts.
• Report on learners they are managing (managers assigned via users report).
• Manage some user specific profile fields in their team and add new users to system.
Finding learning • Assign learning to their team.
Accessing Learning OTHER ROLES

Learners are able to
My Learning
• Undertake learning and report on their own individual training via certificates and/or transcripts.

Administrators are able to
• Undertake learning and report on what they have done via certificates and transcripts.
User Groups • Report on all learners in the system.
• Manage users (i.e. adding new users to system, blocking old users, editing select profile fields per user).
• Assign learning to all users.
• Create groups for discussion and assigning learning.
Role Competencies
• Create courses and other learning resources.
• Assign other user to be course authors or assessors on courses.
• Configure platform settings and integrations.
• Edit the content and settings of any course.
• Report on the progress of each user.
• Mark all submissions for all users.
• Add/remove authors and assessors.
• Mark attendance to events.

Manager
Glossary
MINOR ROLES
Managing your team
Content Administrators
• All abilities of an Administrator with the following exceptions;

Finding learning
• Cannot access integrations
• Cannot access Portal Settings
Accessing Learning
Course Author (The following abilities are restricted to course(s) they are author of and to the portal they are on):
• Edit content and settings

My Learning
• Report on the progress of each user
• Mark all submissions for all users
• Add/remove authors and assessors
User profile and account • Mark attendance to all events
User Groups Course Assessor (Abilities are restricted to course(s) they are assessor of*):
• Mark attendance to events

• Mark submissions of assignments or long answer questions
Role Competencies • Report on user activity through the course
*Note - If there is only one assessor on the course they will be responsible for all enrollments in the course. If multiple
assessors are assigned the author or Admin will need to assign each learner to an assessor whose abilities will only
reach to the learners they have been made responsible for.

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GO1 Manager Guide

Getting started with GO1

Managing your team

User profile and account

Last updated: August 2019

Getting started with GO1

1. Follow the instructions in the Welcome Email you

Make sure to remember your login

Login page URL: yourportal.mygo1.com

Last updated: August 2019

Getting started with GO1

User profile and account

Key navigation explained:

• My Team: This page summarizes the activity of a your team.

• Notification bell: Alerts you to any notifications regarding your learning.

Last updated: August 2019

Managing your team

• From the My Team overview page you can view a list

Last updated: August 2019

Managing your team

Editing a users details from their learning profile

• On a user profiles you can see the Edit button. You

User profile and account

You have the ability to assign

• Select the more menu (…) in the right hand

• Click Assign/Enroll Learning option.

• You can then search for the title of a

Last updated: August 2019

Managing your team

• All reports within the Administer section can be

• Exporting a report - read how-to guide

Last updated: August 2019

Managing your team

Accessing Learning 1. To add a single user select the User tab.

Last updated: August 2019

Managing your team

1. To edit a users details from Administer, select the Users

Reset password links:

1. To send a reset password link, find the

4. Ensure their email is correct in their profile

Last updated: August 2019

Learn how to find courses and learning activities

Last updated: August 2019

Searching for learning

Managing your team

Use the second layer of filters to find content

• Price: Filter by free or paid.

• Language: Filter by language.

Last updated: August 2019

Last updated: August 2019

User profile and account

Last updated: August 2019

Completing your learning

Finding learning It will now appear in the completed courses in the My

My Learning While most elements of a course can be viewed

Last updated: August 2019

• On the overview page you will see a description of

Last updated: August 2019

Your personal learning dashboard

• There are 4 tabs available: In progress, Assigned,

Last updated: August 2019

Last updated: August 2019