Compliance - Transcript Delivery Method

Prior to this enhancement, it was not possible to easily track the method by which training was delivered to a user's transcript. For example, if an organization wanted to know how many users self-requested training, or how many users were assigned training by their manager, it was necessary for administrators to report on assigned training and then filter the results.

With this enhancement, administrators have access to a new report field which shows the transcript delivery method of training. This enhancement applies to both Custom Reporting and Reporting 2.0.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Custom Assignment Report - Create Grants ability to create and edit custom Assignment reports. This permission can be constrained by OU, User's OU, User Self and Subordinates, and Provider. Reports - Analytics
Custom Assignment Report - View Grants ability to view custom Assignment reports. This permission can be constrained by OU, User's OU, User Self and Subordinates, and Provider. Reports - Analytics
Custom Certification Report - Create Grants ability to create and edit Custom Certification reports. This permission can be constrained by OU, User's OU, User Self and Subordinates, User, and User's Direct Subordinates. Reports - Analytics
Custom Certification Report - View Grants ability to view results of Custom Certification reports created by self or shared by others. This permission can be constrained by OU, User's OU, User Self and Subordinates, User, and User's Direct Subordinates. Reports - Analytics
Custom Compliance Report - Create Grants ability to create and edit Custom Compliance Reports. This permission should only be enabled if a client has not yet converted compliance certifications to the new certifications module. Limited Use/Obsolete
Custom Compliance Report - View Grants ability to view results of custom compliance reports created by self or others. This permission should only be enabled if a client has not yet converted compliance certifications to the new certifications module. Limited Use/Obsolete
Custom Curriculum Transcript Report - Create Grants ability to view results of custom Curriculum Transcript reports created by self or shared by others. This permission can be constrained by OU, User's OU, User, User Self and Subordinates, User's Direct Reports. Reports - Analytics
Custom Curriculum Transcript Report - View Grants ability to create and edit custom Curriculum Transcript reports. This permission can be constrained by OU, User's OU, User, User Self and Subordinates, User's Direct Reports. Reports - Analytics
Custom Evaluations Reports - Create Grants ability to create and edit custom Evaluation reports (training evaluation levels 1, 2, and 3). This permission can be constrained by OU, User's OU, and User's Direct Subordinates. Reports - Analytics
Custom Evaluations Reports - View Grants ability to view results of custom Evaluation reports (training evaluation levels 1, 2, and 3) created by self or shared by others. This permission can be constrained by OU, User's OU, and User's Direct Subordinates. Reports - Analytics
Custom Test Reports - Create Grants ability to create and edit custom Test reports (Test Engine data). This permission can be constrained by OU, User's OU, User Self and Subordinates, and User's Direct Subordinates. Reports - Analytics
Custom Test Reports - View Grants ability to view results of custom Test reports (Test Engine data) created by self or shared by others. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User's Direct Subordinates. Reports - Analytics
Custom Transaction Reports - Create Grants ability to create and edit Custom Transaction (Billing) reports. Reports - Analytics
Custom Transaction Reports - View Grants ability to view results of Custom Transaction (Billing) reports created by self or shared by others. Reports - Analytics
Custom Transcript Reports - Create Grants ability to create and edit Custom Transcript (Training Record) reports. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User's Direct Subordinates. Reports - Analytics
Custom Transcript Reports - View Grants ability to view results of Custom Transcript (Training Record) reports created by self or shared by others. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User's Direct Subordinates. Reports - Analytics

Transcript Delivery Method

The Transcript Delivery Method field is available in the Transcript report field section.

Field Name

Report Section

 Field Description Field Type affected reports
Transcript Delivery Method Transcript

This field displays the method by which a training item was added to the user's transcript. Possible values include:

  • Self-Requested
  • System Assignment (LAT)
  • Direct Assignment

    • Training was assigned directly (for example by a manger to a user)

    • Training was submitted via ILT Roster Submission

  • Express Class
  • External Progress
  • Assignment* (This category is representative of historical data records prior to the Feb '19 release which are not reliable and therefore have been contained separately to preserve data quality. Over time, this category will be deprecated.
  • Other

    • The Other status appears for all other miscellaneous transcript delivery cases, including:

      • Assignment via Inventory

      • Added by Training Plan

      • Historical Data Loads (except in certain cases described in above values)

      • Data Load Wizard

 Text Assignment Report, Certification Report, Compliance Report, Curriculum Transcript Report, Transcript Report

Considerations

The following considerations apply to this functionality:

  • For training items that have been versioned, the Transcript Delivery Method for the most recent version, prior to the latest version, will define the Transcript Delivery Method of the latest version.
  • Curriculum parent and child training items should have the same Transcript Delivery Method.
  • Events and session training items should have the same Transcript Delivery Method.
  • Learners and managers cannot remove training when the training is later assigned to the learner by an administrator.