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Progress Portal Trainees

Dashboard Overview

pp_overviewTrainees.png

  • Full Trainee Records displays the total number of trainees available to you based on the selected Employer.
  • Attend Exceptions shows absences for classes in the previous month (a date range spanning a month prior to the current date).
  • Upcoming Classes for trainees in the coming month (a date range of a month from the current date).

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

 

Full Trainee Records

A full list of trainees.

pp_traineeList.png

The Trainee List offers the following features:

  • Include Inactive checkbox, if enabled, will display inactive trainees in the list. This might include past employees that have since left the organisation you are currently representing.

  • pp_download.png will download the records into a csv file that can be opened in most spreadsheets (eg. Microsoft Excel).

  • 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.

  • Click View goto.png to open the Training Report for the associated trainee.

 

Attend Exceptions

Classes in the recent past where trainees were expected, but did not attend.

pp_traineeExceptions.png

Trainee Attendance Exceptions 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 Include all checkbox, if enabled, will display all attendances and not just exceptions for the date range.

  • 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 Classes

Classes being held in the near future, for which trainees are expected to attend.

pp_traineeClasses.png

Trainee Classes 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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    Tags:
  • progress portal
  • help article
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