Generate Audit PDF

If Audit Trail functionality has been enabled in your portal, the Generate Audit PDF feature enables administrators to generate a PDF export of the audit trail for the following training types and fields:

  • Online Courses - Title, Description, Prerequisites, Pre-work, Post-work, Training Equivalents, Language Equivalents, Active/Inactive Status, Custom Fields
  • Materials - Title, Description, Prerequisites, Pre-work, Post-work, Training Equivalents, Language Equivalents, Active/Inactive Status, Custom Fields, Start Date, Source (Source changes via the UI and Edge Import do not appear in the report)
  • Tests - Title, Description, Attempts Allowed, Time Limit, Passing Score, Pre-work, Post-work, Training Equivalents, Language Equivalents, Active/Inactive Status, Custom Fields
  • Videos - Title, Description, Prerequisites, Pre-work, Post-work, Training Equivalents, Language Equivalents, Active/Inactive Status, Custom Fields, Source
  • Events - Title, Description, Training Equivalents, Language Equivalents, Active/Inactive Status, Custom Fields
  • Sessions - Instructor, Start Date/Time, End Date/Time, Prerequisites, Pre-work, Post-work, Custom Fields
  • Curricula - Title, Description, Training Equivalents, Language Equivalents, Active/Inactive Status, Custom Fields
  • External Training - Title, Description, Institution, Date Range, Attachment
  • Transcript Items - Status (to Completed), Status (to Exempted), Score (Online Courses), Score (Tests), Score (Sessions)
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

Generate Audit PDF from User Transcript

To generate an audit PDF from a user's transcript, the administrator can access the Training Details page for a training item on the user's transcript and click the Generate Audit PDF link located above the Training Details table.

Note: The Generate Audit PDF link is not available if the Transcript Lockdown functionality is enabled in your portal.

Generate Audit PDF from Course Console

To generate an audit PDF from the Course Console, the administrator can navigate to the Course Console page for a specific training item, click the Options drop-down arrow, and then select the Generate Audit PDF link.

Audit PDF Report Output

The report output displays detailed information about the training item's history on the user's transcript, including the following information:

  • Field Name - The field that has changed
  • From - What the field value changed from
  • To - What the field value changed to
  • Actor Name - The name of the user who changed the field value
  • Action Date - The date the field value was changed
  • Comments - Any comments an administrator may have provided for the change