Reports

The Reports button opens a screen to configure the generation of reports for this course/competency.

From this screen, the user can specify the number of copies to print (based on classification criteria), select the specific reports to be printed, and also the date to be created relative to the date of the class, such as two days before, the day of, or the day after.

Depending on the authorization role of the user, the following actions may be available:

Adding a Report

To add a new report to this course or class, complete the following steps:

  1. Click on the Add button in the left pane.

  2. In the Print Classification field, enter the criteria to determine how many copies of this report are required, such as one copy per class or one copy per attendee.

  3. In the Report field, enter the report to be generated for this class.

  4. In the Relative Day field, enter the value to determine when the reports should be created, based on the number of days before or after the scheduled class date.

    • A negative number indicates the number of days before the class that these reports should be generated.

    • A positive number indicates the number of days after the class these reports should be generated.

    • A zero indicates the reports should be generated on the day of the class.

Deleting a Report

To remove one or more reports from the course or class, complete the following steps:

  1. Check the box on each record to be removed.

  2. Click on the Delete Selected button in the left pane.

  3. A message appears verifying the record should be deleted. Click on Yes to continue.

    Note  

    This action removes the selected report from this record only, it does not delete them from the Reports section screen.

Depending on the page displayed, the following fields may be available:

Print Classification

Relative Day

Report

The following additional section options are available in the left pane:

General

Categories

Classrooms

Instructors

Resources

Associated Courses

Prerequisite Courses

Transaction Entry

Print Classification

Determines how the system counts the number of copies of reports that need to be printed. Valid options from the pull down menu include: One Copy per Class, One Copy per Instructor, One Copy per Classroom, One Copy per Attendee, and One Copy per Resource.

Relative Day

Indicates when the reports should be created, based on the number of days before or after the scheduled class date.

Report

The report selected for generation for this course or class.

Action Buttons

The following Action buttons may be available in the left pane for adding or deleting related records:

The Add button opens a screen where authorized users can create a new record.

To add a new record, complete the following steps:

  1. From the right pane, click on the Add button.

  2. A screen is displayed to enter values. The fields with an asterisk are required and must be completed before the record can be saved.

  3. Click on the Save button to save the record.

    Note  

    For more information, see Adding a New Record.

The Delete button is used to remove one or more records from a screen.

To delete a record, complete the following steps:

  1. Click on the selection box to the left of each record to be deleted.

    A check mark is displayed

  2. Click the Delete button.

  3. If a single record is open, select the Delete button (there are no boxes to select the record).

  4. A message is displayed verifying the record should be deleted. Click on Yes to continue.