Report | Abilities

1) What is the Abilities report
2) Why would you use this feature
3) When would you use this feature
4) How to access the user details report

 


🔍 RELATED ARTICLES

The Ability System


 

1) What is the Abilities report

The abilities report displays information on the abilities assigned to each employee and can be exported to csv or xls.

 

2) Why would you use this feature

  • The abilities report can be extremely useful when reviewing which employees do/don't have specific abilities, and can therefore assist in determining who requires training.
  • The abilities report also provides and overview of when the abilities expire, which can provide insight in to when group training is required.
  • The report is printable, and can be used to for documentation purposes.

 

3) When would you use this feature

This feature can be used at any time and could be accessed when planning training, reviewing ability expiration details, updating documentation, and so on.

 

4) How to access the user details report

  1. Select Reports from the top navigation bar.
    2016-10-27_15h24_59.png
  2. Select the Abilities Report from the options available.
    2016-10-27_15h27_12.png
  3. A list is displayed of all of the users, their abilities, the ability code, the ability start and expiry date, the time left until its expiry, and any notes associated with the ability.
    2016-10-27_15h33_44.png
  4. This can be changed by pressing on the heading you would like to sort by. The order in which the data under the heading will appear can be flipped by pressing on the same heading again.
    2016-10-27_15h37_54.png
    The arrow next to the heading will then change directions to signify the change.
    2016-10-27_15h39_14.png
  5. The list is sorted with the abilities expiring first located at the top of the list by default.
    2016-10-27_15h36_34.png
    • This can be changed by selecting one of the options in the drop-down menu at the top of the report (group by users or ability).
      2016-10-27_15h51_29.png
    • When grouped by Ability, the ability is displayed as a heading, and the users that have it under it.
      2016-10-27_15h55_02.pngTicking the "Include removed abilities" check-box, includes any ability that has been deleted from the system, the date it was deleted and any users that had it (if no users had it, it will display "There is no data to report").
      ability_rep_del.png
      ability_rep_show_del.png
    • When grouping the report by "Users", by default, only the user with abilities are displayed. This can be changed to show all users (including those with no abilities) by pressing the "Show empty items" check-box (selecting "Only show empty items will display only users who have no abilities).
      2016-10-27_15h57_27.png
      When selected, users without any abilities will simply display "There is no data to report".
      nodata.png
  6. To scope the report, press on the "Click to Add Scope" button located at the top of the report.
     2016-10-27_16h49_36.png
    • This will then display a list of options available to scope by.
      2016-10-27_16h51_46.png
    • For example, if refined by a "User", only the information on the abilities obtained by the user(s) selected will be displayed.
      2016-10-27_16h53_22.png
    • Once a scope has been added, it's possible to further refine what is displayed by pressing the "Click to Add Scope" button again and selecting one of the remaining options.
      2016-10-27_16h56_54.png
    • By default, the report will only display abilities that are currently assigned to a user. This can be changed to include abilities that have been removed by selecting the "Include removed abilities" check box.
      2016-10-27_16h59_15.png
      • This will then display any abilities that may have been removed, along with the date that they were deleted.
        dltd.png
  7. The report can be exported to csv and xls by pressing the "Export to CSV" button for csv, or "Export to Excel" for xls. These buttons are located in the center of the report.
    eport.png
    2016-10-27_16h53_22.png
  8. The report can also be printed by pressing the "Print Report", which can be found next to the export buttons.
    prnt.png
    2016-10-27_16h53_22.png
Have more questions? Submit a request
Powered by Zendesk