REPORTER Help Documentation for Compliance Admins
Viewing Compliance Reports
Last Updated 12/12/2017
As a Compliance admin you have the ability to view compliance records related to requirements you have access to. In those records, you have to option to view only ‘Active’ data, or to include ‘Active’ data and ‘Archived data’. Archived data will include anything the user was required to complete in the past even if the requirement is no longer active. This does not include unassigned requirements, just requirements that are no longer active.
To view reports:
When viewing reports by requirement, you will start with a list of all requirements you admin and a summary of the associated compliance numbers. These compliance numbers are categorized based on the assigned users’ compliance statuses.
If you want to view the compliance data for a specific requirement, double-click on it, or click to highlight in red and select View Details.
This will open the compliance report for the requirement, which includes all users who are assigned to that requirement, their nearest due date, and their overall compliance status.
An admin can select the View Status by Course button to drill into the report and see completion information for individual courses that make up the requirement.
Status by Course will show a block for each course in the requirement. Within that block you can see the associated compliance data for each user as it relates to that course. Here you will be able to see if users have different due dates for each course, whether they completed any of the courses and when, and their compliance status as it related to completing that course.
As referenced in Step 4 under Reports, when you are viewing compliance reports, you can view by requirement or by participant. To view compliance records for a specific person, select the Compliance by Participant tab.
The overall compliance report for a requirement can be accessed by:
This report will allow you to see who has completed their required training, when they completed it, what their due date is, and you can easily see who is out of compliance. The report has the following columns:
Name, Unity ID, Employee ID, Email: Identifying information for the assigned user
OUC: The code for the user’s department. If you hover over this number you will see the user’s supervisor. If the user has multiple jobs, hovering will show additional job OUCs.
Date Assigned: The date the user was first assigned training.
Most Recent Completion: If a user has completed all components of a requirement, the date they completed the last component will show.
If the courses within the requirement have different due dates, the nearest one will display. Status corresponds to the overall status for the requirement. If users have completed some but not all of the course in the requirement by the due date, they will be out of compliance.
If a requirement contains more than one course, you may need to drill down into the report to determine which portions of the requirement have been completed. The ‘Status by Course’ report can be found by:
A window will open containing a block for each course within the requirement. If the requirement only contains one course, you will only see one block.
Each block in this report corresponds to the participant’s completion data for that particular course. The overall compliance report uses this data to determine overall due dates and compliance status.
In each block you will see the following information for each user and each course:
For questions or additional information you can view our support site at support.reporter.ncsu.edu or you can contact us at email@example.com.