Help for Compliance Admins

The REPORTER system includes “Compliance Requirement” functionality that supports the tracking and enforcement of required training. 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 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.

  •  What is a Requirement? 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. 

Initiating the Creation a New Requirement: Setup Options + Request Form Link

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. 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.

                  Functionality Details & Training                  

» Compliance Admin Training

» Overview of Compliance Admin Options

» Requirement Management Guidelines

» Requirement Setup Options

                 Primary Instructional Materials                   

»  Quick Guide to Setting Up Online Required Training

»  Assigning or Unassigning a Requirement

→  Import to Assign or Assign & Register (bulk assign)

»   Viewing Compliance Reports

→  Completion and Compliance Reports Help Page

                           General Resources                            

   »  Templated Compliance Emails  – Review the automated email options

   »  Compliance Admin Quick Reference Sheet

   »  Request Compliance Admin Access (for existing requirement)

   »  Recommending Training

   »  New Requirement Request Form

                  Additional Features Available                  

   »  Using the Compliance Notes feature

   »  Emailing from the Compliance Report

   »  Using “Participant Management”

    »  Alternate Completion of Required Courses