Learner Status Report (P&P)
This report provides a detailed breakdown of completed and not completed P&P documents by individual Learner. The report can give information on both current and archived versions of documents.
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 Policies & Procedures Binder and Document Version allows you to filter and run the report for an individual document or multiple documents. To add a document, click on the +Add Document button. In the new window that appears, check the boxes next to the names of the documents that you wish to run the report for and click the Add button. To run the report for all documents, 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.
- Display each learner on a separate page?: Choose Yes if you wish to see each Learner listed separately. Choose No (default) if you do not mind seeing all of your Learners blended in the output.
- Learner(s): This is a multi-picker that will allow you to specify one, specific Learner, or you can select multiple Learners of your choosing.
- Due Date Range: This will allow you to select the date range for when documents should have been viewed. The default for this report is the last 6 months.
- Optional Columns: Click in this box to add additional columns of data to your report output.
Once you have entered your filters and preferences, scroll to the top of the page and click "Run Report."
Below is an example of a Learner Status P&P report.
To get back to the Knowledge Base and the master list of topics, please click here: The Relias Platform (RLMS) How-To-Manual