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Compliance Training (LMS)

Learn how to manage staff training and compliance using Cicero's Learning Management System.

What is the LMS?​

The Cicero LMS (Learning Management System) is a comprehensive training management tool that helps you:

  • Track Completion - Monitor staff progress on required training
  • Monitor Compliance - See who is compliant and who needs attention
  • Export Reports - Generate compliance reports for audits
  • Assign Training - Manage training requirements for staff
  • Integrate Education - Connect directly to Cicero's education platform

Accessing Compliance​

  1. Go to the Information System
  2. Click Compliance in the sidebar
  3. View the compliance dashboard

Permission Requirements​

PermissionAccess Level
View LMSSee your own required trainings
Edit LMSSee all staff compliance + export

Without LMS permissions, you'll be redirected to the dashboard.

Compliance Dashboard​

The compliance page displays different views based on your permissions.

For Administrators (Edit LMS Permission)​

Administrators see two main sections:

Staff Compliance Table​

A comprehensive table showing all staff members with:

  • Name - Staff member name and photo
  • Compliance Status - Compliant or Not Compliant badge
  • Expand Arrow - Click to see individual training details
  • Last Updated - When status was last changed

Filter Tabs​

Quickly filter the staff list:

  • All - Show all staff members
  • Compliant - Only staff who completed all required training
  • Not Compliant - Staff with incomplete training

Export to Excel​

Click the Export Excel button to download a comprehensive compliance report:

  • Staff names and details
  • Individual training completion status
  • Completion dates
  • Overall compliance status

Perfect for audits, regulatory requirements, or management reviews.

Training Cards Section​

All users with LMS permission see training cards:

Card Information​

Each training card displays:

  • Thumbnail Image - Visual preview of the training
  • Title - Training name
  • Duration - Estimated time to complete
  • Your Status - Your personal completion status
  • Clinic Statistics - X of Y staff completed (for admins)
  • Progress Indicator - Visual completion percentage

Sort Options​

Filter your training view:

  • All - Show all required trainings
  • Completed - Only trainings you've finished
  • Not Completed - Trainings you still need to complete

Compliance Statuses​

Staff Compliance Status​

Overall status for each staff member:

StatusMeaningVisual
CompliantAll required trainings completedGreen badge
Not CompliantOne or more trainings incompleteRed/Orange badge

Individual Training Status​

Status for each specific training:

StatusMeaning
CompletedTraining finished and passed
Not StartedTraining not yet begun
In ProgressTraining started but not finished

Viewing Training Details​

For Administrators​

To see detailed training records for a staff member:

  1. Find the staff member in the compliance table
  2. Click the expand arrow on their row
  3. View their individual training records:
    • Training name
    • Completion status
    • Completion date (if completed)
    • Access to training content

For All Users​

Your personal training status is visible on each training card in the grid.

Taking a Training​

To complete a required training:

From Compliance Page​

  1. Navigate to Compliance
  2. Find the training card you need to complete
  3. Click on the training card
  4. You'll be taken to the education content
  5. Watch/complete the content
  6. Pass any required assessments
  7. Your completion is automatically tracked

Access Codes​

Some trainings require an access code:

  • The code is automatically included when you click from the compliance page
  • No need to manually enter codes
  • Direct access to restricted content

Completion Tracking​

After completing training:

  • Status updates automatically
  • Compliance table refreshes
  • Completion date is recorded
  • Certificates generated (if applicable)

Compliance Statistics​

Understanding the Numbers​

On each training card (for administrators):

"5 of 12 completed" means:

  • 5 staff members have completed this training
  • 12 staff members are required to complete it
  • 7 staff members still need to complete

Clinic-Wide View​

The compliance table shows:

  • Total staff count
  • Compliant count
  • Not compliant count
  • Percentage compliant

Exporting Compliance Reports​

Generating Reports​

  1. Navigate to Compliance
  2. Click the Export Excel button
  3. A spreadsheet downloads automatically

Report Contents​

The Excel report includes:

  • Staff member names
  • Email addresses
  • Job positions
  • Overall compliance status
  • Individual training columns
  • Completion dates
  • Generated date/time

Use Cases​

Export reports for:

  • Regulatory Audits - Prove training compliance
  • Management Reviews - Track training progress
  • HR Records - Document staff development
  • Insurance Requirements - Show safety training completion
  • Accreditation - Demonstrate ongoing education

Training Requirements​

How Training is Assigned​

Training requirements are typically set by:

  • Clinic administrators
  • Job position requirements
  • Regulatory requirements
  • Manufacturer requirements

Role-Based Training​

Different positions may have different requirements:

  • All staff: Basic safety, infection control
  • Clinical staff: Procedure-specific training
  • Equipment users: Device training
  • Managers: Leadership and compliance training

Permissions​

LMS Permission Levels​

PermissionWhat You SeeWhat You Can Do
No LMSRedirected to dashboardNothing
View LMSYour trainings onlyComplete your trainings
Edit LMSAll staff + your trainingsView all, export reports

Getting LMS Access​

If you need LMS access:

  1. Contact your clinic administrator
  2. Request View LMS (for personal training)
  3. Request Edit LMS (for management duties)
  4. Admin updates your permissions

Best Practices​

For Administrators​

Regular Monitoring

  • Check compliance status weekly
  • Follow up with non-compliant staff
  • Export reports monthly for records

Proactive Communication

  • Notify staff of new requirements
  • Send reminders before deadlines
  • Celebrate completion milestones

Documentation

  • Keep exported reports on file
  • Document exceptions or extensions
  • Maintain audit trail

For Staff Members​

Stay Current

  • Check compliance section regularly
  • Complete trainings promptly
  • Don't wait for reminders

Plan Ahead

  • Note training durations
  • Schedule time to complete
  • Finish before deadlines

Troubleshooting​

Common Issues​

Training Won't Play

  • Check internet connection
  • Try different browser
  • Clear browser cache
  • Disable ad blockers

Completion Not Recorded

  • Ensure you finished entire content
  • Pass any required quizzes
  • Wait a few minutes and refresh
  • Contact support if persists

Can't Access Compliance Page

  • Verify you have LMS permission
  • Check you're in correct clinic
  • Ask administrator for access

Export Not Working

  • Verify Edit LMS permission
  • Check popup blocker settings
  • Try different browser
  • Contact support if needed

Wrong Compliance Status

  • Refresh the page
  • Check training was fully completed
  • Verify correct staff member
  • Contact administrator

Integration with Education Platform​

The LMS integrates with Cicero Education:

  • Training content comes from Education platform
  • Completion syncs automatically
  • Certificates issued through Education
  • Access codes managed centrally

Benefits of integration:

  • Single sign-on experience
  • Consistent content quality
  • Automatic progress tracking
  • Professional certificates

Next Steps​