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General Resources

This page includes a Glossary and Roles Access chart, Information about supporting accessibility, and information on training opportunities.

Glossary and Roles Access Charts

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Functionality Available by Role

The primary roles used in REPORTER are:

  • Compliance Admin: Granted on a per-requirement basis and allows a user to manage those assigned to training.
  • Course Admin: With this role a user can create new courses, and can manage courses that include them in the course settings under ‘Course admins’
  • Instructor: Given on a per-instance basis depending on who Course Admins list during setup
  • Course Liaison: This role requires an approved SAR and allows a user to manage any courses under a certain division.
  • Supervisor / Participant Admin: Granted based on HR Data and give filtered access to training records of reporting employees
  • Participant Liaison: Requires an approved SAR and grants Supervisor-type permission on an OUC basis
  • Financial Admin: Manages setup and financials for registration activity

Not sure which role you need? Please contact [email protected]

Training Summary Access Permissions

Select the relevant link below to get more information about what records the role can see:

Glossary for Terms Commonly Used in REPORTER

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Required Training Specific Functionality by Role

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Supporting Accessibility and ADA Accommodations

NC State is committed to ensuring that events are welcoming and inclusive for all attendees. Access by participants with disabilities is a particularly important consideration for all events that are sponsored by or on behalf of NC State or held at an NC State facility. All activities that are accepting registrations through the REPORTER system are expected to follow this standard and Activity Admins, including Course Admins, are responsible for providing for the accessibility needs of participants with disabilities.

Please utilize the Accessibility Hub for resources.

Training Opportunities

The following online, self-paced training courses are currently available to users who wish to learn more about the REPORTER System and related participant and administrative functions. In addition to using the links including below, you can find these courses in REPORTER as shown below or by clicking here. You can also add yourself to the watchlist of a course using REPORTER to receive an email when a new instance becomes available for registration. 

Additional information about the system can also be found under our About REPORTER page and by reviewing help documentation. Please note that taking/completing training will not result in receiving administrative access — for information about receiving access, see our Onboarding Information. If you would like to schedule a training session specifically for your unit or department, please contact us at [email protected].

OIT-REP-USER | Using REPORTER as a Participant of an Instance

Basic Registration and Account Management in REPORTER: This beginners course is taught from the perspective of a participant — topics include the catalog, registration, participant profiles, activity reports, the participant dashboard, and more. View Course Agenda

OIT-REP-INTRO | Fundamental Concepts and Background

An Introduction to REPORTER: In this course, you will learn about basic and key REPORTER concepts, including its origin, purpose, and functionality. This online training that provides an overview of what REPORTER is, does, and who uses it to provide admins a stronger foundation for using the system. View Course Agenda


OIT-REP-INSTRUCT | REPORTER Instructor Training

Using REPORTER as an Instance Instructor This self-paced, online training provides users with an ‘Instructor’ role in a brief overview of their capabilities in the system. REPORTER Instructors will be shown how they can manage an instance roster, including reviewing attendance and Instance closeout. View Course Agenda


OIT-REP-COURSEAD | Using REPORTER as a Course Admin

Course Creation and Management in REPORTER: This self-paced, online training provides a full overview of the REPORTER Course Admin role and its functionality, including learning how to create and manage their courses  as well as key concepts related to course management. View Course Agenda 

OIT-REP-MOODLE | Delivering Moodle Content via REPORTER registrations

Connecting a REPORTER Instance to Moodle Online Content: Setup and Management: This course will detail how to configure Moodle settings and what to put into your REPORTER instance to integrate the two. By integrating them, REPORTER registrations can connect users to online Moodle content, and if the user(s) complete the required activities, they will be marked completed in REPORTER. This course only covers integration between Moodle and REPORTER; basic familiarity with Moodle is needed to take this courseFor Moodle training, please contact [email protected] or visit https://delta.ncsu.edu/workshops./ View Course Agenda

OIT-REP-COMPLIA | Using REPORTER to Enforce Assigned Required Training

Compliance and Required Training in REPORTER for Compliance Admins: In this training you will learn about compliance and assigning required training in REPORTER. This online course is taught from the perspective of a Compliance Admin and includes topics such as: What is a Requirement?, How do I register someone for a course?, How do I require someone to take a training or set of trainings?, How do I remove someone’s training requirement/unassign them?, and How do I pull reports related to Required Training? View Course Agenda

OIT-REP-TOPICS | Review of REPORTER Compliance Reports

Review of REPORTER Compliance Reports (On Demand Recording): This is a recorded report review session. Topics include: Reports available to Viewers and Compliance Admins (including: Active Assignments, All Records by Course Assignments, Requirements Overview); Report Viewer Access vs. Compliance Admin; Supervisor Dashboards; Support Resources 

Using the CEU Portal