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Print the training report or a transcript

Print the team compliance report, one person's transcript, or a course certificate.

Checked against the screens:

Every organisation can choose its own words for the people and roles it works with. When you are signed in, this guide uses your organisation’s words. Otherwise it uses the product’s own.

Requests, budget, CPD and reports: this part shows where the printed report comes from.

For managers and admins. The report is made for printing or saving as a PDF.

Steps

  1. Open Staff training from the staff pages.
  2. For the whole team, press Print report.
  3. For one person, open them and press Print transcript.
  4. Read the top line: the percentage compliant and the number of people.
  5. Check the tables: by person, by course and the competency list.
  6. Use the page's print button to print or save as a PDF.
  7. Check the date printed at the top.
  8. Store it only where your policy allows.

If it goes wrong

  • If the report cannot load, reload. Tell an admin if it keeps happening.
  • If a person has no training on record, the page says so. Check they are in your organisation.
  • A printed report is a snapshot. Print a new one before a meeting.
  • If a figure looks wrong, open the course or person in staff training and check the record.

How it links together

Nothing is changed by printing. Fix a figure at its source in staff training, then print again. CPD hours are shown separately from compliance.

Where the report comes fromThe report is built from signed-off records.
  1. Required trainingAssigned
  2. CompletionsRecorded by staff
  3. Signed offCounted
  4. ReportTeam and person
  5. PrintOr save as PDF

Who can print

Managers and admins. Other staff can see their own training on their own page, but not the team report.

The team report

The top line shows the percent compliant and how many required items are done. It notes how many are complete but not yet signed off in practice.

Below are tables by person, with role, compliance and outstanding items. There is also a table by course, lowest first, and a list of competency to sign off.

CPD hours

The report also shows hours towards the yearly target, by job title and by person. This is separate from the compliance figure. People who are behind are listed first.

A person's transcript

The transcript lists each course, its category, whether it is required, its status, when it was done, when it renews and any evidence. It also lists logged hours by year.

Certificates

A certificate can be printed for a booked training place. It opens as its own page. Print it from there.

Looking after printed copies

Printed reports name people. Keep them secure and shred them when you are finished.

Questions people ask

Who can print the training report?

Managers and admins.

How do I print one person's transcript?

Open them in staff training and press Print transcript.

What does compliance include?

Required courses only. Optional courses do not create gaps unless assigned.

Are CPD hours in the percentage?

No. They are a separate measure shown in their own section.

Can I save it as a PDF?

Yes. Use the print button and choose to save as a PDF.

Why does it say no required training?

No required training is assigned yet. Set required training in staff training first.