March 2024 – New Required Training Management functionality

New Required Training Functionality

  • Combined Unassign and Drop process is now available! 
    • This function gives Compliance Admins the ability to cancel registrations at the same time they unassigning training.
    • Documentation for Unassigning from the Compliance Report is available here.
  • Import to Unassign and (optional) Drop
    • This feature allows Compliance Admins to upload an Excel file of people that are currently assigned to have them be unassigned. 
    • The Import template for Assigning is the same as the one used for Unassigning.
    • The import also includes an option to cancel/drop related registrations.
    • Documentation for this feature can be found in REPORTER and is available here.
  • Supervisor Message field added
    • A new customizable field has been added to the Requirement setup. The field is included in the notifications that are sent to Supervisors of people who are out of compliance and allows customized instructions. 
    • The purpose of the field is to provide specific instructions to Supervisors on how they should follow up, if needed.
      • If Supervisors are allowed to unassign the requirement, this field can include instructions on how to unassign.
    • To request updates to this field, contact reporter_support@ncsu.edu.
  • Required training dashboard link
    • We’ve created a link that can be provided to participants that are having a hard time locating their Required Training section in REPORTER. This link will bring them directly to the page, without having to click their dashboard tile. The link has been added to required training reminder and warning emails.
      • https://reporter.ncsu.edu/link/dashboard?page=requiredtraining


Support Resource Updates

» Resources for NC State Supervisors and Participant Liaisons:
Guidelines for Supervisors when an Employee leaves
NC State Supervisor FAQ Guide for Managing Team Record in REPORTER

» Resources for Participants
Access or Register for Required Training in REPORTER (Quick Guide)
→ Viewing Required and Recommended Training (Detailed Guide)

» Resources for Compliance Admins
→ 
(New!) Unassign and Drop via File Import
→ (New!) Quick Guide: Updating those identified as required after rollout 
→ (New!) Require vs Recommend vs Registrations
Managing Compliance in REPORTER (Primary Compliance Admin Guide)
Viewing Compliance Reports

Quick Guide: Unassign Required Training
Compliance Email Templates 


Read past updates:

»  Posted December 1, 2023: Dec 2023 PCI Technical Training – Identifying those required
»  Posted November 10, 2023: “REPORTER updates this Friday, November 10th
»  Posted June 20, 2023:- “Account Statuses introduced in June 2023 (Release 8.8)