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Author Topic: Additional Reports requested


AdministratorLearnershi-
p Tracking
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Learnership Tracking
Additional Reports requested
on: November 6, 2014, 17:33
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The following additional reports was requested.

1. Learner Dashboard > Learner Profile Report
-Selected per learner (Learner Profile Report)
-Basic learner data
-Courses linked + credits achieved.
-Personal comments uploaded for this learner- "NOTES"

This report will be very handy to query any linked courses or personal information of a learner.

2. Admin Dashboard > List of Learners
-List of learners (Name, Surname, ID, email + Cellphone)
-"Filter" only the learners linked to a course.

This report will be very handy for administration purposes to verify offline records.

3 + 4. Courses > Completed/Not-Completed
-This will be a template of the current BEE report - already currently in place that print both Completed and Not-Completed course detail.
-Two additional reports added with a simple "filter" function to print either a list of the learners who completed the course or who did not complete the course.

The first report for "Completed" learners will be very hand for the general SARS reporting where employers will be able to claim a TAX rebated for learners who completed a specific course. The "Completed" status will appear as soon as a learner achieved enough credits to complete the course/learnership. This will be calculated automatically by updating the Training + Assessment data in the learners profile.

The second report for "Not-Completed" learners will be very handy for Project Managers. Easy to follow-up on learners who is not performing per course.

4. Courses > Attendance Records
-Printing an Attendance Record template that can be used during training courses.
Heading: Course detail + date printed
Open fields: (Manual recording) Course description, Date, Facilitator detail, Venue
Fields: Name, Surname, ID Number, Cellphone, Email + (Open field) = signature

Again a very easy way to print that last min attendance record before a training course to confirm all learners attend the contact session.



AdministratorLearnershi-
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Posts: 147
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Learnership Tracking
Re: Additional Reports requested
on: November 13, 2014, 17:38
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Upgrade issued to developer 13 November 2014



AdministratorLearnershi-
p Tracking
Posts: 147
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Learnership Tracking
Re: Additional Reports requested
on: November 26, 2014, 13:02
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Additional Reports features implemented:

  • "Learner Profile Report" with all learner information, linked courses, credits, and modules.
  • Print and export actions.
  • "Learner Profile Report" accessible through the new "Profile" action links in the "Learner Management".

Please test and see if anything needs to be added or changed. Thanks.

Best regards,
Pedro Miguel Carvalho



AdministratorLearnershi-
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Posts: 147
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Learnership Tracking
Re: Additional Reports requested
on: November 29, 2014, 18:47
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Additional Reports features implemented:

  • "List of Learners" with name & surname, ID, email address and phone number, for all courses or for a particular course, with print and export actions.
  • Interface to access the "List of Learners", in the Admin page.

Please test and see if anything needs to be added or changed. Thanks.

Best regards,
Pedro Miguel Carvalho



AdministratorLearnershi-
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Posts: 147
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Learnership Tracking
Re: Additional Reports requested
on: November 29, 2014, 19:08
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Have one question regarding the "3 + 4. Courses > Completed/Not-Completed" report.

The "current BEE report" you mention, is this the report already implemented in the plugin, accessed using the "Report" action links in the "Course Management" page?

Best regards,
Pedro Miguel Carvalho



AdministratorLearnershi-
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Posts: 147
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Learnership Tracking
Re: Additional Reports requested
on: November 30, 2014, 00:32
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Additional Reports features implemented:

  • "Attendance Sheet" with course details and enrolled learners list, with name & surname, ID, email address, phone number and a open field.
  • "Attendance Sheet" accessible through the new "Attendance Sheets" action links in the "Course Management".

I used the expression "Attendance Sheet" instead of "Attendance Report" because it sounded more adequate but I can quickly change it to "Attendance Report" if you think the later is better.

Please test and see if anything needs to be added or changed. Thanks.

Best regards,
Pedro Miguel Carvalho



AdministratorLearnershi-
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Posts: 147
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Learnership Tracking
Re: Additional Reports requested
on: December 1, 2014, 09:07
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Change request:

Rename of report descriptions:

Print > BEE Report
Report > Full Report

Image



AdministratorLearnershi-
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Posts: 147
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Learnership Tracking
Re: Additional Reports requested
on: December 1, 2014, 09:11
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Quote from Learnership Tracking on November 30, 2014, 00:32
Additional Reports features implemented:

  • "Attendance Sheet" with course details and enrolled learners list, with name & surname, ID, email address, phone number and a open field.
  • "Attendance Sheet" accessible through the new "Attendance Sheets" action links in the "Course Management".

I used the expression "Attendance Sheet" instead of "Attendance Report" because it sounded more adequate but I can quickly change it to "Attendance Report" if you think the later is better.

Please test and see if anything needs to be added or changed. Thanks.

Best regards,
Pedro Miguel Carvalho

This will be the "print" option that will be renamed to "BEE Report".

.......wp-admin/admin.php?page=inv_page_course&inv_page=print_course&course_id=5

Suggestions:
-Either edit the current report with filters a) All b) Completed or c) un-complete, or
-Create additional report with the filter option - as long as this is possible.

The end result will be to produce a report with all the information on, or to get a list of all the learners who is completed or still have outstanding modules.

EZ



NewbiePedro-
Carvalho
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Pedro Carvalho
Re: Additional Reports requested
on: December 1, 2014, 18:25
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Additional features and changes implemented:

  • Renamed "Print" to "BEE Report".
  • Renamed "Report" to "Full Report".
  • Implemented All/Completed/Incompleted filter for "BEE Report" thus implementing the "3 + 4. Courses > Completed/Not-Completed" reports. The filter works for viewing, printing and exporting.

Please test and see if anything needs to be added or changed. Thanks.

Best regards,
Pedro Miguel Carvalho



AdministratorLearnershi-
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Posts: 147
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Learnership Tracking
Re: Additional Reports requested
on: December 1, 2014, 18:41
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Thanks for the updated.

Completed.

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