Understanding Your Ving Homepage

The homepage gives you a high-level view of your organization’s training and compliance activity. Follow the steps below to understand what each section shows and how to navigate from this page.

Step 1: Review the Contact Engagement graph

In the upper left corner of the homepage, you’ll see the Contact Engagement graph. This graph shows the overall engagement level of your employees based on their assigned courses and requirements.

Each contact is automatically assigned a color based on the status of their assignments or requirements:

• Green: The contact does not meet any of the conditions below and is considered up-to-date and in good standing.

• Yellow: The contact has a completed course with a score below 80% or a requirement that will expire within 30 days.

• Orange: The contact has a course that is incomplete and past its due date, or a requirement that has expired.

• Red: The contact has a course or requirement that has not been started and is significantly overdue.

• Gray: The contact previously had assignments but has not had any active courses or requirements in the last 90 days.

• Blue: The contact has not been invited or has no activity on any active courses or requirements.

Step 2: Check the Assignment Progress graph

The second graph is Assignment Progress. This graph shows the status of your assignments across the organization.

The categories include:

• Completed (green): Assignments that have been fully completed

• Viewed (yellow): Assignments that are currently in progress

• Not Viewed (white): Assignments that have not been started

Use this graph to quickly see how training assignments are progressing.

Step 3: Review the Checklist Submissions graph

The third graph is Checklist Submissions. This section shows the status of all active checklist submissions.

If an employee responds to a checklist item with an answer that is not the desired response, that submission will be flagged. Flagged responses can be reviewed and resolved from the individual checklist.

The categories include:

• Flagged: Submissions with one or more flagged questions or answers

• Not Flagged: Submissions with no flagged questions or answers

• Resolved: Flagged submissions that have been marked resolved

This graph helps you quickly identify checklist submissions that may need attention.

Step 4: Look at the recent activity sections

Below the graphs, you’ll find the recent activity boxes. These sections show recent activity related to:

• Contacts

• Vings

• Checklists

These boxes help you quickly spot recent updates and activity across your account.

Step 5: Click into the details you need

From the homepage, you can click on several items to view more detail, including:

• Contact engagement category names

• Contact cards

• Ving cards

• Checklist cards

• Any button or link labeled View All

These links help you jump directly into the area you want to review.

Step 6: Use the top navigation bar

At the top of the screen, use the black navigation bar to move between areas of the platform.

The icons represent:

• House icon: Homepage

• People icon: Contacts

• Folder icon: Vings

• Checkmark with lines icon: Checklists

These shortcuts make it easy to move through the tool.

Step 7: Access your profile or support

In the upper right corner of the homepage, you can access your profile and reach customer support whenever you need help.

Step 8: You’re ready to use the homepage

You now know how to read the graphs, review recent activity, and navigate to the different areas of Ving from the homepage.