If a requirement has not established, the course cannot be assigned as required; however, a Participant’s Supervisor and Course Admins of the course will be able to recommend it. Requirements can only be created and edited by high-level REPORTER administrators; if you feel you have a need for a new requirement to be added to the REPORTER system use the left-hand link to submit a request.

What is a Requirement?

• Requirement Setup Options
  • Requirement Setup Fields
• Overview of Setting Up Online Required Training
• In most cases, a compliance requirement only consists of one course, and the requirement and the course are referred to by the same or similar names — however, depending on the requirement, there may be more than one course that needs to be or that can be taken to fulfill the requirement.
• The details associated with which specific course(s) need to be completed, and by which date(s) are setup as a Compliance Requirements, which can be can then be “Assigned” to users in the system to track if they are “In Compliance” according to the details of the Requirement.
• With Compliance Requirements, Compliance Admins can identify users as “Required” to complete a course (or courses) and track a due date that corresponds with their most recent completion of the course.
  •  Request Compliance Admin Access (for existing requirement)

• Recommending Training
• Compliance Admin Training
  • Request Compliance Admin Access (for existing requirement)

• Managing Compliance in REPORTER (primary guide)
  • Assigning a Requirement
    →  Quick Guide – Assign Required Training
  • Unassign a Requirement 
     → Unassign and Drop via File Import
     → Quick Guide – Unassign Required Training
  • Updating those identified as required after rollout (quick guide)

• Compliance Email Templates 

• Best Practices and Maintenance Guidelines

• Using the Compliance Notes feature

• Emailing from the Compliance Report
  

• Using “Participant Management”

• Alternate Completion of Required Courses

Reports:

• Compliance Admin pages for Managing Assignments

• Overview of the Compliance Report Viewer Role

• Compliance Reports