Personal Training Transcript Report

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REPORT DESCRIPTION

Users can print a transcript report of completed activities and qualifications within a specified date range. 
Notes: (1) Qualification and Requirements are the terms used for this feature in the Enterprise LMS. Training Programs and Subjects are the terms used for this feature in our LMS with MSHA compliance features. (2) The Express LMS will only display activities. The Express LMS is a limited feature LMS and does not include Qualifications or Electives. The report displays the following:

• Report Name and specified Date Range
• Employee photo: Displays employee picture if added to the user record
• Name
• Phone: Displays employee phone if added to the user record
• Email: Displays employee email if added to the user record
• Team/Department/Site

Qualification Details: Displays the total number of qualifications and the total hours accumulated to complete the activities.  In addition, the qualifications detail displays:

• Name: Displays the Qualification Name
• Location: Displays the location the activity was saved to
• Assigned: Displays Yes 
  Note: Qualifications are always assigned to a user
• Status: Displays Qualified once the user completes the qualification 
  Note: Qualifications only appear on the transcript when they are completed
• Qualified Period: Displays the time period from the completion date to the next due date if the qualification was made as a recurring assignment
• Requirements: The total number of requirements included in the qualification
• Activities: The total number of total activities included in the requirements

Activity Details: Displays the total number of activities.  in addition, the activity details displays:

• Name: Displays activity names
• Location: Displays the location the activity was saved to
• Assigned: Displays Yes or No 
  Note: No means the administrator processed a manual completion record without first assigning the activity.
• Status: Displays Active or Inactive
• Type: Displays  Document, CBT, Quiz, Tasklist, Class, or Event
• Completed: Displays the date the activity was completed
• Score: Displays the CBT or Quiz score
• Credited By: Displays how the activity was credited.  A manual completion credit will display the name of the person who provided the manual credit.  An automated completion credit will display "system."

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REPORT PARAMETERS

The following parameters are available in this report:

• Start Date: Enter the desired report start date.
• End Date: Enter the desired report end date.
• Completion Records: Select active, inactive, or deleted.
• Activity State: Select active, inactive, or deleted.
• Qualification State: Select active, inactive, or deleted.
• Cover Page: Displays the report parameters selected as the first page of the report.

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RELATED REPORTS

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