Progress Portal Training

Data being displayed

In order for the training to be visible to the portal user.  The enrolment record needs to meet the following criteria:

  • Depending on VETtrak entity permissions the enrolment is restricted to an enrolment, client occument, employee occument or booking.
  • Have a relationship with the selected employer in the portal.
    eg: employer "A legit company"
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  • The enrolment has an Employer record associated with it.
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Dashboard Overview

pp_overviewTraining.png

  • In Progress shows the number of courses currently being undertaken.
  • Upcoming shows the number of courses that will be started in the next month (a date range spanning a month in advance of the current date).
  • Completed shows the number of courses finished during the last month (a date range spanning a month prior to the current date).

Each of the categories for the Training overview can be clicked to open full details for that category. These will open a new page.

 

In Progress Training

pp_trainingInProgress.png

In Progress Training offers the following features:

  • pp_download.png will download the records into a csv file that can be opened in most spreadsheets (eg. Microsoft Excel).
  • The pp_colSelect.png icon will show a menu for you to toggle the display of some table columns. Items that are unticked in the menu will be hidden. This will not affect the download output, which ignores these selections to include all available columns.
  • The sort icon (pp_Sort.png) beside Trainees indicates the column can be sorted. Click the icon or column name to toggle between ascending and descending and the list will be ordered according to trainee surname.

Upcoming Training

pp_trainingUpcoming.png

Upcoming Training offers the following features:

  • pp_download.png will download the records into a csv file that can be opened in most spreadsheets (eg. Microsoft Excel).
  • The date range pp_daterange.png can be clicked to display a calendar to change the dates.pp_dateRangeCal.pngUse the calendar to select the date range by first clicking on a start date and then an end date.The date range can also be entered manually, either in the field containing the full date range or in the individual date boxes.However the dates are adjusted, the Apply button must be clicked or any change will be lost.
  • The pp_colSelect.png icon will show a menu for you to toggle the display of some table columns. Items that are unticked in the menu will be hidden. This will not affect the download output, which ignores these selections to include all available columns.
  • The sort icon (pp_Sort.png) beside Trainees indicates the column can be sorted. Click the icon or column name to toggle between ascending and descending and the list will be ordered according to trainee surname.

 

Completed Training

pp_trainingCompleted.png

Completed Training offers the following features:

  • pp_download.png will download the records into a csv file that can be opened in most spreadsheets (eg. Microsoft Excel).
  • The date range pp_daterange.png can be clicked to display a calendar to change the dates.pp_dateRangeCal.pngUse the calendar to select the date range by first clicking on a start date and then an end date.The date range can also be entered manually, either in the field containing the full date range or in the individual date boxes.However the dates are adjusted, the Apply button must be clicked or any change will be lost.
  • The pp_colSelect.png icon will show a menu for you to toggle the display of some table columns. Items that are unticked in the menu will be hidden. This will not affect the download output, which ignores these selections to include all available columns.
  • The sort icon (pp_Sort.png) beside Trainees indicates the column can be sorted. Click the icon or column name to toggle between ascending and descending and the list will be ordered according to trainee surname.

 

 

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