Trainee Assessment Report

Document Center Administrators and Quality Managers can generate a report from the Training page for a quality system document. The report only includes items visible in the Training list. That is, if an organization or member list is not expanded, the people in the list do not show in the generated report.

To generate the report, use the Generate Report command on the Training list for a quality system document. See Training Page.

When a Document Center Administrator or Quality Manager generates the report, Quality-based Document Control creates a new document containing a comma-separated values (CSV) file. The app names the report Trainee Assessment Report DATE TIME, using the date and time that the report was created. You can find this document on the My Documents page tab or in the Reference Documents category for the quality system document.

Click in the Actions column to download the report. You can open the report in any application that can open CSV files, such as most word processor and spreadsheet apps. The report contains these columns:

Column NameDescription
LevelThe indented level. For example, a person added directly to the training list shows at level 1. A person added from an organization shows at level 2 and the organization would be level 1.
NameName of the organization, member list, or person. For an organization or member list, you can expand the name to view the list of persons.

Click the name to open that item.

TypeThe type of item on this row.
StatusThe current status of training:

StatusDescription
AssignedThe person has been assigned.
In ProgressA completion value less than 100% has been entered.
CompletedThe person has completed the training. For organizations and member lists, all members have completed the training.

Due DateThe date training should be completed by.
Completed DateThe date training was actually completed on.
CommentsAdditional information about training required for this specific organization, member list, or person.
Work PhoneFor rows that list a person, the person's work phone number.