Review the progress of an automation powered by Morgan by Go1™ and review learner nudge activity. Any portal admin can review automations, including those created by another admin.
Before you begin
You must be a portal admin in an organization with Morgan installed in Microsoft Teams or Slack.
Open an automation
Open Automations in Go1 Learn.
Find the automation you want to review.
Select Review progress.
You can also open Assignments, select In progress, and choose View automation for an assignment that already has an automation.
Check completion progress
Open the Overview tab.
Review the assignment's completion progress against the automation's target and due date.
Select View assignment progress report to open the assignment report for more detail.
Morgan checks assignment progress each day and decides whether action is needed. The activity view helps you review its key actions and changes to the plan.
Review learner nudging activity in more detail
Open the Activity tab.
Find the nudge activity you want to review under Nudges.
Select View learners to review nudge delivery activity alongside the learners' progress.
Where progress is shown by department, the department information comes from learner profiles. See Set up learner profiles to power personalization in Go1 for help maintaining this information.
Review the automation plan
Open the Plan tab to review the completion target and manager escalation settings. Select Preview a nudge to see an example of how Morgan communicates.
For changes to the plan or automation status, see Edit and manage an automation.
Review pending manager escalations
If the automation requires approval before sending manager escalations, open a pending approval using Review approval. You can review the message and recipients before deciding whether to approve or skip it.
See Review and approve manager escalations for the full steps in Go1 Learn and Teams or Slack.
Morgan by Go1 is a trademark of Go1 Pty Ltd.