Skip to Main Content
Status Reviewed
Categories Reporting
Created by Guest
Created on Jan 26, 2022

Add "historical" classes to Course Progress Reports, using an "omit" check box item.

In creating classes, some of our people take them multiple times. We use these "classes" to track things such as attendance at team meetings that happen weekly, or training contact that happens in the trade. In lieu of creating hundreds of classes to track and run reports on attendance and training contact, it is helpful to have the option to include historical information in our report as well so they can simply be enrolled over and over. This concept is similar to the current "omit inactive users" and "omit inactive classes" boxes that currently exist.


There is currently not a way to pull multiple people's class enrollments all at the same time and account for historical classes.

  • Attach files
  • Guest
    Reply
    |
    Sep 27, 2023

    This would be great! I have questions from auditors about when a specific class was completed but their timelines are different than our yearly compliance training. So, for example, they asked about course completion from June of 2022 to present. However, when people were re-enrolled on the class for 2023, it appeared as if they did not ever complete it because the re-enrollment had been triggered for 2023. If they completed it again in 2023, they were on the report. However, if they had not yet started the course, they were missing from the report because their only record of completion was a historical enrollment.

  • Guest
    Reply
    |
    Aug 24, 2022

    I would like to again have this reviewed as this would be incredibly helpful to access!