Listed below are common reporting scenarios and the recommended reports for each. The recommended format for each report is italicized.
Reporting Scenarios
Q: Did my employee take Hand Washing?
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User Transcript Tab Report on individual User; print certificates (Accessed in User Listing) |
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Notes: Information is accessed one User at a time and can be narrowed by year Information Provided: Course Name, Delivery Method, Training Start & End times, Credits, Certificate, Results Formats: Onscreen, pdf or csv |
Q: Who hasn’t completed LOTO in the last year?
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User Status Report Create focused reports; identify which courses have and have NOT been completed |
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Notes: Very targeted report; narrow results by System Group, Worksite, Date Range, Status, Course, etc. Information Provided: ID, Name, Worksite, System Groups, Parent Name, Course Name, Training Start and End Times, Status, Facilitator Formats: pdf, html, csv, xml, xls For more information, see Manager: Reports > User Status Report |
Q: Is my team on track with our training goals?
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Learning Plan Matrix Report Snapshot of time-sensitive training goals; easily identify which employees are struggling |
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Notes: Need to build a Learning Plan; can easily see who has and has NOT completed training goals included Information Provided: ID, Name, Position Title, DOH, Courses, Course Status, % Complete, Due Date Formats: pdf, html, csv, xml, xls For more information, see Manager: Reports > Learning Plan Matrix Report |
Q: Where can I get raw data, and lots of it?
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Export Training Records Lots of data; can personalize in xml or build charts and pivot tables in csv. |
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Notes: Can be a very large report; only provides reporting on training that has occurred Information Provided: Name, ID, DOH, DOT, Course Name, Training Start and End Times, Calculated Duration, Worksite, Status, Facilitator, Score, Base Rate of Pay, Delivery, etc. Formats: csv, xml, xls, csv (no header) |
Q: How can I assess the effectiveness of safety training across multiple worksites?
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Worksites: Training Totals by Worksite and Course by Interval This report helps managers evaluate the completion rates of safety training across different worksites over specified time intervals, identifying trends and areas for improvement. |
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Notes: Enables tracking of safety training effectiveness over time and across multiple locations. Information Provided: Course Status, Number of Users, Completion Percentages by Worksite Formats: Onscreen, pdf, csv, xls |
Q: How to ensure compliance with OSHA training requirements in a specific department?
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Groups: Course Status Provides detailed insights into which courses have been completed and which are pending, crucial for compliance with occupational safety and health regulations. |
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Notes: Critical for departments that require strict adherence to OSHA standards. Information Provided: Course Name, Group Name, Training Status, Completion Rates Formats: pdf, html, csv, xml, xls |
Q: What is the training progress for new employees on essential operational protocols?
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Learning Plan Progress Report (Smart) Monitors the progress of new employees in completing their assigned learning plans, ensuring they receive necessary operational training. |
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Notes: Particularly useful for tracking the onboarding process and ensuring compliance with training mandates. Information Provided: User Full Name, Learning Plan Title, % Completion, Due Date Formats: Onscreen, pdf, csv |
Q: How to track skill development across different qualifications in the plant?
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Qualification Matrix Report (Smart) Allows managers to view and assess the qualification statuses of employees across different skills, aiding in workforce development planning. |
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Notes: Provides a clear overview of skill levels and qualifications, essential for strategic training and development. Information Provided: User Name, Qualification Status, Worksite Formats: Onscreen, pdf, xls |
Q: Where can I obtain training results in a table report that allows customization?
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Training Records Report Table of large amount data; can be customized; visible immediately Downloadable | ||||||||||||||||
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Notes: Can be a very large table; Reporting pulled may not immediately reflect training facilitated within the last few hours Information Provided:
Formats: html & xls For more information, see Manager: Reports > Training Records Report |
Q: Who hasn't completed their assigned Learning Plan?
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Learning Plan Progress Report Table of large amount data; can be customized; visible immediately Downloadable | ||||||||||||||||
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Notes: Need to build a Learning Plan; Can be very large table; Reporting pulled may not immediately reflect training facilitated within the last few hours Information Provided:
Formats: html & xls For more information, see Manager: Reports > Learning Plan Progress Report |
Training Summary Reports
The Training Summary reports enable you to review data over time. Many of the options can be used to review and compare numbers across either worksites or groups. Training Summary reports can be shared with management to demonstrate the scope of training that is being accomplished in a particular region or location. In the two examples below, the same reporting options are available for worksites and groups.
Highlight Training Completion Numbers: Course Status by Worksite (or Group)
This report can highlight specific course completion numbers for one or more worksites or groups.
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Worksite (# of Users in Worksite) / Course |
Not Attempted | Completed | In Progress | Attempted | Percent Complete | Percent Attempted |
| Dallas | ||||||
| GMPs: Effective Hand-washing Techniques | 2038 | 265 | 2 | 267 | 11% | 12% |
| GMPs: Promoting Personal Hygiene | 2023 | 280 | 2 | 282 | 12% | 12% |
| Overview of HACCP | 2299 | 5 | 1 | 6 | 0% | 0% |
| Toronto | ||||||
| GMPs: Effective Hand-washing Techniques | 7 | 32 | 1 | 33 | 80% | 83% |
| GMPs: Promoting Personal Hygiene | 15 | 25 | 0 | 25 | 63% | 63% |
| Overview of HACCP | 38 | 1 | 1 | 2 | 3% | 5% |
| Detroit | ||||||
| GMPs: Effective Hand-washing Techniques | 159 | 0 | 0 | 0 | 0% | 0% |
| GMPs: Promoting Personal Hygiene | 157 | 2 | 0 | 2 | 1% | 1% |
| Overview of HACCP | 158 | 0 | 1 | 1 | 0% | 1% |
Compare Numbers : Training Totals by Group (or Worksite) and Course by Interval
Identify training patterns within the various departments in a single location, or among worksites.
| Groups / Parent Course | Aug 2023 | Sep 2023 | Oct 2023 | Nov 2023 | Dec 2023 |
| Dallas - Production - Production AM | |||||
| Electrical Safety | 5 | 3 | 11 | 5 | 5 |
| Lock Out / Tag Out Procedures | 0 | 0 | 0 | 7 | 1 |
| Personal Protective Equipment (PPE) | 4 | 4 | 9 | 5 | 5 |
| Dallas - Production - Production PM | |||||
| Electrical Safety | 7 | 10 | 8 | 23 | 1 |
| Lock Out / Tag Out Procedures | 0 | 1 | 0 | 0 | 0 |
| Personal Protective Equipment (PPE) | 8 | 12 | 7 | 23 | 1 |
| Dallas - Sanitation - Sanitation | |||||
| Electrical Safety | 1 | 0 | 3 | 2 | 2 |
| Lock Out / Tag Out Procedures | 0 | 0 | 0 | 0 | 0 |
| Personal Protective Equipment (PPE) | 1 | 0 | 3 | 3 | 2 |