Skills Checklist Assignment Detail
This report will allow an Administrator or reporting Supervisor to view individual Skills Checklist observations for Learners, and also have the ability to see details at the individual task level. The Skills Checklist Assignment Detail Report breaks information down at the individual Learner level, and can be further broken down by checklist status (completed, not completed, all) and Observer. The Skills Checklist Assignment Detail report can be exported to multiple file formats (Excel, PDF, CSV), and can be saved and set on an automatic email frequency.
If you have not already reviewed the training materials on Functions Common to Most Reports please do so before continuing with this report.
Section 1: Filter By Hierarchy allows you to filter your report based on hierarchy levels. If you wish to run the report for all Learners, leave this field blank.
Section 2: Filter By Skills Checklists allows you to filter and run the report for an individual checklist or multiple checklists. To add a module, click on the Add Module(s) button. In the new window that appears, check the boxes next to the names of the Skills Checklists that you wish to run the report for and click the Add button. To run the report for all checklists, leave Section 2 blank.
Section 3: Filter by User Attributes allows you to filter which Learners will be included on the report. To run the report for all Learners, leave these fields blank.
Section 4: Report Output will allow you to set additional parameters for how your report will run. The first field, Course Status, gives you three options:
- Completed - select just the Learners who have completed a module
- Not Completed - Select just the Learners who have NOT completed a module; this is useful when you are trying to get a quick look at which Learners are missing a requirement, OR
- All - Select Learners who have and have not completed a module
Below Course Status is the Indiv./Mult. field which gives you access to run the report for all Learners or one individual Learner. You also have the option to show each Learner on a separate page,narrow down the results buy selecting an Observer, show only Met Skills Checklists (vs. all checklists), and whether or not you wish to view Observer's Notes on the results.
In this section, you will also specify the Date Type and Date Range for which you wish to run your report. You can choose Date Type: Observation Date to show which checklists have been completed within a certain time frame, or Due Date Range to show which checklists have or have not been completed based on whether the due date falls within the date range you choose.
Date Range allows you to choose the dates you wish to run the report for based upon the Date Type chosen above. You can choose a preset date range from the drop-down or choose Specify Dates to manually enter your date range.
There is also an Optional Columns drop down which will enable you to add more columns to your results.
Below is an example of a Skills Checklist Assignment Detail report. This report was run for all Hierarchies, to show only Skills Checklists observed within a date range of 9/30/2014-3/31/2015.
Please Note: You can click the ( + ) sign to the left of a Learner's name to view the individual tasks of a checklist, as well as see whether the learner Met or did Not Meet the requirements.