Create Curriculum Transcript Custom Report

The custom Curriculum Transcript report is available through Custom Reporting, and allows administrators and managers to report on curricula and child learning objects (LOs) within curricula, as they exist on users' transcripts. This report allows administrators to generate a clear output of the curriculum data available on users’ transcripts. The following information is available only in this report:

  • The statuses of child training items within curricula (Not activated and Pending Prior Training)
  • Learning Assignment Tool assignment information for child training within curricula
  • The specific due dates of child training within curricula (instead the earliest due date)
  • The latest version of the training within the transcript for curricula and child training within curricula

To create a Curriculum Transcript custom report, go to Reports > Custom Reports and click the New button. Select Curriculum Transcript Report from the drop-down menu.

The following report sections are included in the custom Curriculum Transcript report type:

  • Curriculum
  • Assignment section
  • On the Job Training section
  • Training section
  • Transcript section
  • User section

Curriculum Fields

This section is the ONLY section that should be used to filter for curriculum information related to the below listed fields. For example, to filter a report by a curriculum's course code, the administrator should use the Course Code (Curriculum) field within the Curriculum Transcript Report.

The following fields are included in the Curriculum section of the Curriculum Transcript report:

Field Name

Field type

Field Description
Course Code (Curriculum) Text This is the Course Code associated with the curriculum.
Created By (Name) (Curriculum) Text This is the full name of the user who created the curriculum.
Created By (User ID) (Curriculum) Text This is the user ID of the user who created the curriculum.
Curriculum Section Title (Curriculum) Text This is the title of the section within a curriculum.
Curriculum Title (Curriculum) Text This is the title of the curriculum.
Curriculum Version (Curriculum) Numeric This is the version number of the curriculum.
Keywords (Curriculum) Text This field returns the search keywords associated with the curriculum.
Language (Curriculum) Text This is the language in which the curriculum is available.
Last Modified By (Curriculum) Text This is the full name of the user who last made edits to the curriculum.
Last Modified By (User ID) (Curriculum) Text This is the user ID of the user who last made edits to the curriculum.
Last Modified Date (Curriculum) Date This is the date on which the curriculum was last modified.
Training Active (Curriculum) Text This field displays whether or not the curriculum is active.
Training Deactivation Date (Curriculum) Date This is the deactivation date provided for the curriculum, if applicable.
Training Description (Curriculum) Text This is the description of the curriculum.
Training Object ID (Curriculum) Text This is the unique, auto-generated ID associated with the curriculum.
Training Purpose (Curriculum) Text This field returns the training purpose(s) associated with the curriculum.
Training Status (Curriculum) Text This field displays the current status of the curriculum or its child training items on the user's transcript.
Training Subject (Curriculum) Text This is the subject(s) associated with the curriculum.
Training Type (Curriculum) Text This field displays the type of learning object (curriculum or the training type of child training items within the curriculum)
Training Version Effective Date (Curriculum) Date This is the effective date of the curriculum version.

Report Field Section Considerations

Some exclusions and considerations apply to the report field sections that are included in the Curriculum Transcript report.

Assignment Section

The following considerations apply to the Assignment report field section within the Curriculum Transcript report:

  • Fields in the Curriculum Assignment section track the activation of curricula on users' transcripts, but not the individual activation dates of child training within curricula. The activation information for a curriculum is copied down to all of its child training items.

Training Section

The following fields in the Training fields section should NOT be used when the Training section is accessed via the Curriculum Transcript report:

  • Curriculum Section Title (Training)
  • Curriculum Title (Training)
  • Curriculum Version (Training)
  • Inside Curriculum

Using the above Training fields instead of the new corresponding fields in the Curriculum fields section will result in unexpected and potentially inaccurate report results.

Transcript Section

The following fields in the Transcript fields section should NOT be used when the Transcript section is accessed via the Curriculum Transcript report:

  • Curriculum Section Title (Transcript)
  • Curriculum Title (Transcript)
  • Curriculum Version (Transcript)

Using the above Training fields instead of the new corresponding fields in the Curriculum fields section will result in unexpected and potentially inaccurate report results.

Curriculum Transcript Statuses Considerations

Use the Transcript Status field to report on the curriculum status, because when using the new Transcript Status (from Curriculum) field, any statuses before Registration return a blank value.

Curriculum Transcript Report Examples

In the table below, fields for creating a basic Curriculum Transcript report are listed:

Field Name or Type

Explanation

User Information

Any fields from the User field section can be used to identify the users (for example, User ID, User Last Name, etc.).

Training Type Use the Training Type field from the Training field section to report on the types of training within a curriculum.
Training Type (Curriculum) This field will always generate an output of Curriculum for curricula included in the report. Using this field helps administrators easily identify curricula in the report.
Curriculum Title (Curricula) This field can help administrators see when the titles of curriculum versions have differences.
Training Title This field from the Training field section can be used to display the names of child training items within a curriculum.
Curriculum Version Child training inherits the version number of the curriculum for better filtering capabilities. Use this field when you need to report on a specific curriculum version.
Training Version This field from the Training field section displays the training version within the curriculum on the transcript.
Transcript Status (from Curriculum) This field must be used to report on Not Activated and Pending Prior Training statuses of training within a curriculum.
Transcript Status Use this field from the Transcript field section to display curriculum statuses before Registration (Please see the consideration for the Transcript Section, listed on the previous page.).
Transcript Due Date (from Curriculum) This field displays the due dates of training within the curriculum.
Transcript Due Date Use this field from the Transcript field section ONLY if you want to due dates with the Transcript Due Date field from the Curriculum section, to see if there is another due date for the training.
Assignment Fields Use any assignment-related fields from the User field section to help identify the assignment at the curriculum level.

Use Case #1: Reviewing Learners' Progress on Curricula

An administrator wants to report on the current version of a curriculum on a user's transcript. The administrator adds the following fields to the report:

  • User Full Name
  • Training Type
  • Curriculum Title (Curriculum)
  • Training Title
  • Training Version
  • Transcript Status (from Curriculum)
  • Transcript Due Date (Curriculum)
  • Assignment Title
  • Assignment ID
  • Assignment Created By (User ID)
  • Curriculum Latest Registration?

The administrator sets the following filters for the report:

  • Curriculum Title (Curriculum): Curriculum Title starts with "May 2018"
  • Curriculum Latest Registration: Curriculum Latest Registration? is True.

When the administrator generates the report, they are able to view the child training items within the curriculum that are on a user's transcript, the version of the curriculum, the versions of the child training items, the transcript statuses of the child training and curriculum, whether the training is the current registration, and more.

Use Case #2: Reporting on All Registrations or Versions of Curriculum Completion

An administrator wants to report on all versions and assignments of a curriculum on a user's transcript. The administrator adds the following fields to the report:

  • User Full Name
  • Training Type
  • Curriculum Title (Curriculum)
  • Training Title
  • Curriculum Version (Curriculum)
  • Training Version
  • Transcript Status
  • Transcript Due Date (Curriculum)
  • Assignment Title
  • Assignment ID
  • Assignment Created By (User ID)
  • Curriculum Latest Registration?

The administrator applies the following filter to the report:

  • Curriculum Title (Curriculum): Curriculum Title starts with "May 2018"

After generating the report, the administrator can easily view which versions of the curriculum and its child training items are on a user's transcript, when they are due, what learning assignment the training was contained in, whether the curriculum is the latest registration, and more.

Use Case #3: Auditors Request Specific Curriculum Version Completion

An administrator wants to provide proof that a user has completed Version 2 of a curriculum that was assigned to the user via a learning assignment. The administrator adds the following fields to the report:

  • User Full Name
  • Training Type
  • Curriculum Title (Curriculum)
  • Training Title
  • Curriculum Version (Curriculum)
  • Training Version
  • Transcript Status (from Curriculum)
  • Transcript Due Date (Curriculum)
  • Assignment Title
  • Assignment ID
  • Assignment Created By (UserID)
  • Curriculum Latest Registration?

The administrator applies the following filters to the report:

  • Curriculum Title (Curriculum): Curriculum Title starts with "May 2018"
  • Curriculum Version (Curriculum): Curriculum version starts with "2"

When the administrator generates the report, they are able to view Version 2 of the curriculum and its associated child training items on a user's transcript, along with the assignment in which the training was assigned and other relevant information.