Create Process Model Report

To create a Process Model Template
  1. Open Reports Manager.
  2. Right-click on Process Model and select New.

The New Process Model Report Template - Learning dialog appears.

  1. Expand the Processes heading to display the Process Sets, Processes, Sub Processes and Tasks.  
  2. Select the objects you wish to include in your report template.

Selecting to report on an object that contains descendants will report on the descendants also.  For example, selecting to report on Process Sets will report on all the Processes, Sub Processes and Tasks within the Process Set.  Selecting to report on Tasks only will report on the individual tasks.

  1. Click Next>.

The New Process Model Report Template - Filters page appears.

  1. Click Add to create a filter.

For more information on using Filters, see Report Filters.

  1. Click Next>.

The New Process Model Report Template - Options page appears.

  1. Indicate to which level the report will be generated:  to the Process, Sub Process, or Task.

Generate to Task is selected by default.

  1. Indicate the Task Sections to include in the report:  Resources, SCORM Resources, Knowledge Assessments and/ or Capability Assessments

Resources include Course, TRACCable and URL Resource types.

SCORM Resources include SCORM modules that have been added as regular SCORM resources, or as SCORM Knowledge Assessments.

Knowledge Assessments include internal TRACCESS Knowledge Assessments and external ASSESS Knowledge Assessments.

Capability Assessments include internal TRACCESS Capability Assessments, external form Capability Assessments, and external ASSESS Capability Assessments.

  1. Click Next>.

The New Process Model Report Template - Properties page appears.

  1. Select the properties you wish to display in your report, and the way you wish to display them.

For more information on using and displaying report properties, see Report Properties.

  1. Click Next>.

The New Process Model Report Template - Format page appears.

  1. Select the view format.

This is the format that the report will be displayed within the TRACCESS application. The possible format is: Excel 2003 XML Spreadsheet.

  1. Select the mail attachment format.

This is the format that the report will generated in to be sent to your email Inbox. The possible format is: Excel 2003 XML Spreadsheet.

  1. Select whether or not to zip the mail attachment.

Please note:  This will decrease the overall file size allowing you to generate and receive larger reports.  However, you may wish to check whether or not attachments with a *.zip extension are currently being blocked by your email system before checking this option.

If the generated report is larger than the value shown in this dialog, you will receive a message indicating the completion status of the report, and that it was unable to include the attachment due to its size.  In this case, you can still view the report within TRACCESS, and subsequently export it.

  1. Click OK.

The template will appear in edit mode under the Process Model heading.

  1. Type a name for the template and click <Enter>.
To generate a report from a template
  1. Select a template from under the Process Model heading in the Report Manager tree.
  2. Right-click on the Template and select Generate Report.
    OR
    In the context view, click the Generate button.

The Generate Report dialog appears. The Title field is populated with the name of the template.

  1. (optional) Enter a name for the report in the Title field.
  2. (optional) Enter a description of the report.
  3. Click Generate.

In the context view, a new report appears in the Generated Reports box.  While the report is generating, appears in front of the report name.  This icon changes to a icon once the report is generated.

To view a generated report
  1. Select a template from under the Process Model heading in the Report Manager tree.
  2. In the context view, select the report and click View.