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. 

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