In order for a course to be available for assignment, there must be a compliance requirement setup that identifies the course. If a requirement has not been 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. For more about recommendations see: Recommending Training.

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, submit a request.

• 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)

• Best Practices and Maintenance Guidelines
• Assigning a Requirement
  • Quick Guide – Assign Required Training
• Unassign a Requirement 
• Unassign and Drop via File Import
  • Quick Guide – Unassign Required Training

• Compliance Email Templates 
  • Assignment Email Guide
• Using “Participant Management”

• Compliance Admin pages for Managing Assignments
• Overview of the Compliance Report Viewer Role
• Compliance Reports

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 click here to submit a request.

• Using the Compliance Notes feature
• Emailing from the Compliance Report
• Alternate Completion of Required Courses
• Compliance Liaison Instructions