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Overview |
The User search page allows you to view training items that have been assigned to a specific or multiple users.
Search options provide filtering based on due date ranges, user status, and training item types.
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Specifying Users |
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Selecting the User tab from the Navigation Pane will display the User Search form and form options.
The page will automatically be populated with the logged user, unless the page was launched from a user specific link on another Training Administrator page.
To add users, click the Add button on the Users list.
This will invoke the Object Search window and allow you to search/select users.
You can specify multiple users by clicking the checkbox and then hitting the OK button.
To remove a user, first select the user from the list and then click the Remove button.
Once all users and options have been specified, click the Apply button to execute the search.
The results list will display all users' training items.
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Training Status |
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The results list will show the user's status for each training item listed.
When displaying the training items for a specific user, you can filter the list
to display just the pending, completed, or all training items using the Records drop list.
Once the status option is selected, click the Apply button to update the results list.
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Date Ranges |
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The results list will show the user's due and completed dates for each training item listed.
You can adjust the results to display items that match a specific timeframe for Due Dates and Completed Dates.
To specify a timeframe, first uncheck the No Limit option in the Timeframe section.
Note: the Due and Completed options will appear.
You can then set timeframes for Due Dates and Completed Dates by typing the dates in the From and To fields.
Or using the calendar dialog box to select the dates.
Once the timeframes are specified, click the Apply button to update the results list.
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Search Options |
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The Options section provides the following search options:
Include Recurring Items |
If this option is enabled, the search results will include training items assigned as "Recurring" |
Include Rev Change Items |
If this option is enabled, the search results will include training items assigned as "Recurring - Rev Change" |
Include All Training Revs |
If this option is enabled, the search results will list all revisions of matching training items |
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