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Is it possible to report on only those trainings that took place at a specific program/site?
What determines which locations I see in the location selection list?
What determines which training records are displayed when a report is run for a specific program?
Why are former staff showing up when entering staff training records?
It is not currently possible to run a staff training report for a single attendee. Staff training reports are designed to provide the full details of each training, including a list of all training attendees; however, you can get the desired information by running a Staff Training ReportBuilder report instead, and using the option to Display One Row Per Trainee. After choosing the data variables to include in the report, you can create a filter to only include a specific employee's name. For details on using Filter Options in ReportBuilders, click here.
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Is it possible to report on only those trainings that took place at a specific program/site?
There is not a simple way to narrow down training information by program/site because training records aren't designed to "belong" to a site or program. (The program selection is only used for convenience to limit the number of staff checkboxes during the data entry process.) As a result, when a specific program is selected during the process of viewing a trainings report, the system will show you any trainings that have attendees who can be identified as:
having a caseload in that program
having a work schedule entry for that program
being assigned as a program director or deputy for that program
having chart access to the program
So the report results may include trainings not specifically entered for the selected program.
If you'll need to narrow down the training data by program/site on a regular basis, your best course of action is to indicate the program/site in the "Location" or "Comments" in training records moving forward. You can then filter on that variable when using the Staff Training ReportBuilder to get a report of just those trainings for the program/site in question.
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What determines which locations I see in the location selection list?
The locations available for selection are those that have been configured using the System Setup module, Agency Program Information, Configure Locations feature. If that feature has been used to create agency-wide locations, they are always included in the Location drop-down lists. If you are scheduling an appointment/event for a specific program to which you have chart access, the locations list also includes any locations configured for that program. For more information, see Configure Locations.
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What determines which training records are displayed when a report is run for a specific program?
When a specific program is selected during the process of viewing a trainings report, the system will show you any trainings that have attendees who can be identified as:
having a caseload in that program
having a work schedule entry for that program
being assigned as a program director or deputy for that program
having chart access to the program
As a result, the report results may include trainings not specifically entered for the selected program. (Keep in mind that the training records do not "belong" to a program, and that the program selection is only used for convenience to limit the number of staff checkboxes during the data entry process.)
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Why are former staff showing up when entering staff training records?
In order to allow for backdated training record data entry, staff members' names remain on the staff training selection list for 240 days after their HR records have been closed. After that period of time has passed, the terminated staff members will drop off the list automatically.
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https://demodb.footholdtechnology.com/help/?10939
