Audit Trail Enhancements (Early Adopter)

In February 2020, Cornerstone released an audit trail solution for a limited number of customers. This solution added additional fields to training and transcript auditing and provided a PDF export solution to display these training and transcript audits.

With the October '21 release, this Early Adopter solution is being made available to more customers, with some feedback-based improvements. These audit trail enhancements, which allow administrators to track changes to training and transcripts via exportable reports, are beneficial to organizations in regulated industries where detailed training tracking is needed. Included with this enhancement:

  • Ability to track instructor-led training (ILT)
  • Ability to capture training active status changes in audit reports
  • Ensuring user information is consistent in reports
  • Ensuring changes in training active status appear consistently

Implementation

These enhancements are enabled by default in portals already using audit trail functionality. Audit trail functionality is in an Early Adopter status with the Oct '21 release and can currently only be enabled by request. Please open a case with Customer Support in order to enable audit trail functionality. When enabled, the audit trail reports are accessible via a Generate Audit PDF link located in users' transcript details and in the Course Console for applicable training items.

Permissions

Important: In order to view the Generate Audit PDF link for a training item on a user’s transcript, a user needs the View Transcript Item permission and cannot be the same user whose transcript is being viewed.

The following existing permissions apply to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Course Catalog - Update

Grants ability to manage and edit training items listed in the Course Catalog and also grants access to the Course Console, where training can also be managed and edited. This permission also grants access to the Popular Requests and Highest Rated widgets on the Learning Admin Console (in conjunction with the Learning Admin Console - View permission). This permission also allows administrators to reversion online courses via the Course Console page. This permission also allows administrators to access an Edit Training option for training items included as objectives in Development plans.

This permission can be constrained by OU, User's OU, Training Type, Training Item, Provider, ILT Provider, User's ILT Provider, User, User Self and Subordinates, and User's LO Availability. This is an administrator permission.

Note: Adding an OU constraint and a provider constraint to this permission results in an "AND" statement.

Learning - Administration
Course Catalog - View

Grants access to view the learning objects in the course catalog and enables administrators to view the Course Console and the Popular Requests and Highest Rated widgets on the Learning Admin Console (in conjunction with the Learning Admin Console - View permission). This permission can be constrained by OU, User's OU, Training Type, Training Item, Provider, ILT Provider, User's ILT Provider, and User's LO Availability. This is an administrator permission.

Adding an OU constraint and a provider constraint to this permission results in an "AND" statement.

Learning - Administration
View Transcript Item Grants ability to view details of learning objects that appear on the transcript (training record), by clicking on the name of the learning object. Users must also have the Bio About - View permission in order to access the transcript within Universal Profile. This permission can be constrained by OU, User's OU, User Self and Subordinates, User, or User's Self. This is an end user permission. Learning - Administration