Training Manager User Guide

Manage assigned learners, monitor progress, and assign the Training Plans you have been authorized to manage.

Your role: A Training Manager (TM) works with specific Training Plans assigned by an Organization Training Manager. The learners, progress information, and training options presented to you are automatically limited to your authorized scope.

1. Getting started

Training Manager is available through your TechPipeline account after your manager status and Training Plan assignments have been approved.

Open your account menu. Select Training Courses.
Select Access Training Manager. This button appears in the Learner Management panel for authorized managers.
Choose an organization if prompted. Managers connected to more than one organization will see an Organization selector.

Tip: Bookmark the Training Manager page after opening it. Your access is tied to your TechPipeline account, so sign in with the email address that received the manager invitation.

Training Courses page showing the Access Training Manager button — The Training Courses account page includes the Learner Management access button.

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2. Understand your access

The Training Manager page presents only the tools and information available to your role. Controls you are not authorized to use are not displayed.

Managed Training Plans are assigned to you by an Organization Training Manager.
Visible learners are limited to people associated with the Training Plans you manage.
Training assignments are limited to your authorized Training Plans.
Learner capacity is shared by the organization.

Training Managers do not count toward learner capacity: Unless a TM is specifically enrolled in a plan, they do not take up a seat. A TM can view courses and quizzes, but will only get credit if enrolled.

Training Manager dashboard with organization summary, learner assignment tools, and learner list — The dashboard combines organization information, individual learner assignment, progress tools, and the learner list.

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3. Select the organization

If you manage Training Plans for more than one organization, use the Organization menu near the top of the page before making changes. Otherwise, skip to section 4.

Confirm the organization name. The summary shows learner capacity and the number of Training Plans and Training Managers.
Switch organizations as needed. Your managed Training Plans and visible learners update for the selected organization.

Important: Always confirm the selected organization before adding a learner, assigning training, or resending information.

Organization selector in Training Manager — The Organization selector appears when a manager is connected to more than one organization.

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4. Assign an existing learner

Use Assign Existing Learner to find a person already associated with the organization. You can assign only the Training Plans you manage.

Search by name or complete email address. Existing organization learners appear automatically.
Select the matching person. Check the name and email address carefully.
Select one or more available Training Plans.
Preview and confirm. Review the learner and selected Training Plans before saving.

Assign Existing Learner section showing a matching organization learner and available Training Plans — Select the matching organization learner, choose an available Training Plan, and preview the assignment.

Individual additions only: Bulk learner import is managed by the Organization Training Manager. Contact your OTM if a large group must be added.

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5. Find and filter learners

The learner table summarizes progress for the learners within your management scope. Search, filter, and sort controls help you locate the right people.

Search by name or email. Results update to show matching learners.
Filter by Training Plan. The menu includes only the Training Plans available to you in the selected organization.
Filter by Progress or Activity. Locate learners who are complete, in progress, not started, or inactive for a selected period.
Sort the list. Available sorting options help organize the current results.
Select learners for a bulk email resend. Use individual checkboxes or Select all visible learners.

Learner table with the Training Plan filter open — The Training Plan filter is limited to plans within the manager’s authorized scope.

About the summary cards: Counts and average progress reflect the learners available to you in the selected organization, not learners outside your management scope.

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6. Review learner progress

Select a learner’s name to open the Learner Profile. Progress is organized by Training Plan and then by course.

Review the profile summary. See overall completion, recent activity, quiz averages, and assigned Training Plans.
Expand a Training Plan. See course completion, lessons completed, estimated time remaining, and quiz results.
Open course or certificate links. Completed courses may include a certificate link.

The Learner Profile provides plan-level and course-level progress details.

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7. Assign additional training

Use the Add Training section on the Learner Profile to assign another Training Plan. Only plans that you manage and that remain available to the learner are shown.

Select one or more available Training Plans. Use View courses to inspect what each plan contains.
Select Preview Changes. Confirm the learner and plans to be added before saving.
Select Add Training. The new assignment will appear on the Learner Profile.

Add Training section showing one available managed Training Plan — Only an authorized Training Plan that remains available to the learner is presented.

Confirmation for adding a Training Plan — A confirmation appears before the new assignment is saved.

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8. Resend training information

Use Resend Training Info when a learner needs their training link or first-time password instructions again.

Resend to one learner. Open the Learner Profile and select Resend Training Info.
Resend to several learners. Return to the learner table, select multiple learners, and choose Resend Training Info.

Training information email sent to a learner — The message lists the organization and assigned Training Plans and includes a link to My Training.

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9. View Training Managers

The Training Managers section identifies the managers connected to the organization and the Training Plans assigned to each person.

Organization Training Managers have access to all Training Plans in the organization.
Training Managers have access to the specific Training Plans shown beside their names.
Manager assignments are read-only for TMs. Contact your Organization Training Manager if your assigned plans appear incorrect.

Training Managers list showing roles and managed Training Plans — A TM can view manager roles and assignments but cannot change them.

If manager access must be added or removed and you cannot reach your OTM, use the Manager Support contact form.

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10. Notifications and good practices

Training notification preferences are available from the Training Courses page in your account menu.

Course completed sends a notice when a learner finishes a course.
Training Plan completed sends a notice when a learner completes every course in a Training Plan.
Save Preferences applies your choices. Notifications are limited to learners and Training Plans you manage.

Before making changes: Confirm the organization, learner email address, and selected Training Plans.

When something looks wrong: Refresh the page once, confirm the selected organization, and try the search again. If a learner or Training Plan you expect to manage is missing, contact your Organization Training Manager. If the problem continues, contact TechPipeline and include the learner email address, organization name, and a screenshot if possible.