Article Links Introduction | Tips for Use | Available Qualfication Reports | Running the Report |
INTRODUCTION
The Assignment Identifier field allows an LMS Administrator to "label" or "tag" multiple qualification assignments with a unique identifier. This allows you to run a report and filter on the associated qualifications producing a report with any qualifications associated by the tag.
For example, if you create two separate qualification assignments, you can filter your qualification report by the assignment identifier instead of having to remember the names of the multiple qualifications you want to report on.
Examples of qualification assignments that you may want to relate in a report are:
- Multiple New Hire Qualifications (30, 60, and 90 day)
- Multiple Safety Qualications (Plant Safety, Electrical Safety, Driver Safety)
- Multiple Job Related Qualifications (Forklift Maintenance, Crane Safety, Front Loader Maintenance)
- Mutliple Inspections (Eye Wash Stations, Fire Extinguisher)
- Multiple Task Related Qualfications (Fall Protection, Lock Out Tag Out, Personal Protective Equipment)
- Multipe Qualifications that have different assignment parameters (due date, recurrence, etc.)
TIPS FOR USE
Below are a list of tips for using the Assignment Identifier:
- Located on the bottom of the Assign Training screen
- Available for only qualification assignments (activities will be included in a future release)
- Add the identifier on new or existing assignments
- Use only ONE identifier per assignment
- Identifier can be any number and combination of characters. For example, letters, numbers, or special charaters
- Not case senstive. For example, "New Hire" and "new hire" will be considered the same identifier
- You must spell and space the word identically. For example, "cost center" and "costcenter" are considered two separate, unique identifiers
AVAILABLE QUALIFICATION REPORTS
Below is a list of the qualification reports that include the Assignment Identifier filter:
- Qualification Status Report
- Qualification Training Details Report
- Qualification Completion Records Report
- Qualification Completion Matrix by Supervisor Report
- Qualification Exception Report
- Qualification Training Summary Report
- Qualification Due Date Report
- Qualification Detail Report
- Qualification Assignment Report
- Monthly Qualification Due Date Report
- Qualification Percent Complete Summary Report
- Qualification Certificate of Training
- Qualification Certificate Report
RUNNING THE QUALIFICATION REPORT
After you edit or create the assignments and complete the Assignment Identifier field you will:
- Click Reports on the left menu bar
- Click Qualification Reports on the left menu bar
- Select any one of the reports listed above
- Click the Select button to the right of the Qualifications filter
- Click the down arrow to the left of the Look For drop down list and select
- Select Qualifications by Assignment Identifier
- A list of assignment identifiers will appear
- Select one or more and use the green left arrow to move over to selected records
- Clcik the Select button to return to the report
- Complete all the remaining filters needed for the report
- Click the View Report button
- The report will populate with any qualification(s) associated with this assignment identifier
- Some reports will display multiple qualificatiions on a single page and others will display qualificaitons on multiple pages.