By default, the Chart tab will show both Compliance courses and Role specific courses. You can change the view to show either Compliance Courses or Role Specific courses (see Change the Chart Courses View instructions)

Step 1:

Go to the Pivot Table tab

Step 2:

Click on the Compliance filter

Step 3:

Select the type of course(s) you want to see in the Chart (graph)

Step 4:

Go back to the Chart (graph) page to see the selected courses

Example below: Compliance courses

You can view the graphical representation on Tab 1: 1. Chart (Graph) Tab, or you can view the information on Tab 2: Pivot Table

The chart provides percentages for each course by the Completed, Needs Attention, and Pending categories.

The spreadsheet contains the supporting data that forms the basis of the Chart and Pivot Table tab information. You can filter this data to identify and follow up with the individuals in question.

Additional information that is included in this report includes:

• Department Name
• Division
• College
• Job Code
• Job Title
• Union Code
• Employee Status
• Expected Return Date

Employee Status: 

• This column notes if the individual is on leave, in which case you may not want to reach out to them to encourage completion
• Active will show for employees who are not on leave

Expected Return Date: 

• If an employee is on leave, a date will be noted 
• The date noted is an estimation and not guaranteed