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Creating training records from the Needs page
Who is this article for?Administrators who want to learn to create and report training records.
Administrator permissions are required.
The Needs page serves as a central hub for managing and tracking employee training requirements within an organisation. This article will guide you through the process of creating training records from the Needs page and generating insightful reports, enabling you to effectively monitor training progress and compliance across your workforce.
1. Creating training records from the Needs page
Video: Adding Training Records from the Needs Page
- There is an option to Add Record in line with each entry in the needs list, as illustrated below. This can be used to create a record for the user and capability specified by the need.
- After selecting Add Record from the needs page, the standard records edit screen opens.
2. Reporting from the Needs page
Video: Needs Menu Report
Training needs can be exported as an Excel list from the Needs menu. The report will reflect filtered search results as displayed on the lower half of the Needs page. This report is also available from the Reports menu.
To export the needs as a list from the Needs page:
-
Use filters as required to locate the relevant need(s).
-
Click Excel Export.
-
In the Excel report, sort and manipulate the data or merge the data with other reports as required.
A sample report is below:
The following key explains the information that is displayed for each user and capability in the Due Date column within the report:
|
Key |
Meaning |
|---|---|
|
"No Due Date" |
The need does not have a specified date by which it should be fulfilled |
|
Date |
This is the date that has been identified by which the need should be fulfilled |
|
Empty cell |
There is no due date allocated to the need |