Viewing a Staff Training Report







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A basic read-only report that includes staff training information is available from within the AWARDS Reports module.  To view this report, complete the following steps:

    1. From the navigation bar, click Reports (or the Reports icon).  The Reports index page is displayed.

    1. Click the Program drop-down arrow in the upper-right corner of the page and select the individual program for which the report is to be run, or select a group of programs using one of the available "All" or "Custom Grouping" selections.
    2. If you previously bookmarked the Staff Training Report it is displayed on the reports index by default; otherwise, from the left-hand menu bar, click All under "Show Reports."
    3. Use the navigation features in the bottom-right corner of the reports index to locate the Staff Training Report, or enter "holiday" in the Search field in the upper-right corner.
    4. Click Staff Training Report from the reports index. The Staff Training Information settings page is displayed.

    1. Configure the options on this page to narrow report selection:

  Date Range - Make changes to the default date range as necessary.  Only those trainings taking place in the specified date range will be available for selection during the report viewing process.

  Staff In Programs - Click this drop-down arrow and select the program or group of programs whose training records should be available for selection during the report viewing process.  The default value is "All Agency Programs."

  In House - Click this drop-down arrow and select "All Sessions," "In House Sessions," or "External Sessions" to indicate which trainings should be available for selection during the report viewing process based on where the trainings took place.   The default value is "All Sessions."

    1. Click CONTINUE.  The Training Session Selection page is displayed.  This page contains a list of those training records meeting the criteria specified on the previous page.
    2. If the report is to be viewed for a single training session, click the Select radio button next to that training.

If the report is to be viewed for more than one training session, click the Select radio button next to "SHOW ALL SESSIONS for" and configure the corresponding options as necessary:

  All Staff - If the report is to include only those trainings attended by a specific staff member, click this drop-down arrow and select that staff member's name.  The default value is "All Staff."

  All Statuses - If the report is to include only those trainings with a specific status (Held, Planned, or Canceled), click this drop-down arrow and select that status.  The default value is "All Statuses."

  All Locations - If the report is to include only those trainings that took, or are to take, place at a specific location, click this drop-down arrow and select that location.  The default value is "All Locations."

  All Titles - If the report is to include only those trainings with a specific title, click this drop-down arrow and select that title.  The default value is "All Titles."

  All Instructors - If the report is to include only those trainings given by a specific instructor, click this drop-down arrow and select that instructor.  The default value is "All Instructors."

  All Topics - If the report is to include only those trainings for a specific topic, click this drop-down arrow and select that topic.  The default value is "All Topics."

    1. Click CONTINUE.  The report is displayed on the Training Session Records page.

The contents of this read-only report include specific information on the selected training(s), as well as summary training information.

  TIP: To export the training information to Microsoft Excel for further analysis, click the Excel File link at the top of the page.  A PHI Download Alert is displayed, reminding you of your obligation to properly handle any confidential data and/or protected health information (PHI) within the download in accordance with related government regulations and agency policies.  After reading the alert, click OK to acknowledge it and proceed with the export, or Cancel to return to the previous page.

The process of viewing a staff training report is now complete.

  https://demodb.footholdtechnology.com/help/?10943