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Within TRACCESS, several types of reports are available in the Report Manager tree. The ability to access these reports is dependant on your employee role, and what you are able to report on is dependant on where you are assigned in the system.
Employees with a Learner role have access to the My Job tree, and the following reports:
Self Qualification Report - the Learner is able to generate a report on their own learning progress. It is the same as a Qualification Report, with the exception that it is reporting on a single person.
Self Qualification (Compact) Report - this is the same information as in the Qualification Report (Compact), with the exception that it is reporting on a single person.
Please note: The above links go to the Qualification Report pages. The main difference between these reports is that the Self Qualification Reports are for Learners, and the Qualification Reports are for Supervisors reporting on Learners. The rest of the information is essentially the same.
Also, the Self Qualification Reports are the only reports that a System Owner does not have access to. Since they do not have access to a My Job, they do not have any personal learning to report on.
Self Training Information Report - the Learner is able to report on their own Training Information status. In other words, if Tasks contain values for Credits, Hours of Training Credit and/ or Hours to Learn Task, the Learner can generate this report to display their current training information.
Employees with a Supervisor, Reporter, Operational Administrator or System Owner role have access to the Organization Manager, and the following reports:
Organization Report - this report is to obtain profile information on the employees within the system. If a Supervisor or Operational Administrator would like to know the names of all the Learners/ Management in their Organization Units, this would be the report to generate.
Process Model Report - although this report is primarily for Subject Matter Experts, to see what Process Manager information has been created so far, this report can also be used by a Supervisor, Operational Administrator and Reporter to see what Processes have been added to the system - and what is available to be assigned.
Qualification Report - otherwise known as the 'anything and everything' status report. This report allows you to select the learning, employees, knowledge/capability/both, learning for specific dates, learning for specific Tasks statuses, and more.
Qualification (Compact) Report - rather than reporting on Task components, as with the Qualification Report, this report focuses on a rolled-up Task status. As a result, the exact same parameters run in the Qualification and Qualification (Compact) reports differed in size by 91 pages to 36 pages respectively, since the individual components are not shown in the Qualification (Compact) Report. The largest change can be seen in the summary sections.
Qualification Grid Report - allows you to generate information about the tasks that are going to reach a status of "About to Elapse" or "Elapsed" by a certain date. This would likely be used by Training Coordinators as a tool in the planning of future courses. Many tasks and many employees can be selected for this report, and it is generated in an Excel format. It is very similar to the Requalification report, except for a few differences.
Qualification Pie Chart - as can be assumed by its name, this is an integrated report that displays qualification information in the form of pie charts instead of displaying numbers and percentages. This report can give a quick visual summary organized by: Cascaded Org Unit, Org Unit, Employee and Process.
Qualification Summary Report - displays only the summary information of the Qualification Summary report. This report generates information on Organization Units only and not individual employees.
Requalification Report - for those people who are responsible for scheduling training, this is the report for you. This report concentrates on Employee's whose Tasks are either about to elapse or elapsed.
Summary Report - rather than showing all of the detail of the Qualification Report, this report shows the percent completion of an entire process by each employee. Please note: Someone who has completed all of their Knowledge Assessments, but who has not been signed off on Capability Assessments will appear as having 0% complete on this report.
Task Completion Report - this report shows whether a Task Component is completed and is presented in a compact, grid format. This report will display Complete or Incomplete, but will not display dates.
Task Summary Report - if you want to report on the completion of a Task, but do not know where that Task appears in the system, select this report. It allows you to select the Task (regardless of where it is assigned), and then select the Organization Units of Employees to report on. You then have the option to report on Employees who have completed the Task, Employees who have not completed the Task, or a combination of the two.
Training Information Report - if Tasks contain values for Credits, Hours of Training Credit and/ or Hours to Learn Task, use this report to display current training information for your Learners.
Employees with an Operational Administrator, Reporter, or System Owner role have access to the following additional report. (By default, the Reporter role does not have access to this report, but can be given this right within the Role Permission Set Editor).
Activity Report - allows the Operational Administrator (or Supervisor with permission) to report on system usage. Generally, the activities reported on here are when the database is read, or an action is initiated - but not when a database object is modified. For example, successful logins to the system are recorded here - renaming a Task is recorded in the Data Change report.
Employees with an Operational Administrator or System Owner role have access to the following additional reports. (By default, the Operational Administrator role does not have access to these reports, but can be given this right within the Role Permission Set Editor).
Data Change History Report - modifications to the main TRACCESS objects are reported here. These objects include: Organization Units, Employees, Process Sets, Processes, Sub Processes, Tasks and Tasks with Levels.
Export Report - this report is reserved for specific functionality. Its purpose is to aid in transferring summarized learning from TRACCESS to an Enterprise Resource Planning (ERP) Software program.
Each report type has two main steps:
Note: Reports with employee information, by default, show results for active and inactive employees in the Organization unless you set a filter to include only active employees. If you don't see an item you want to filter on, see your System Owner.
