Report on optional training using the All Optional Requirements report

Learn how to report on optional training using the All Compliance Requirements report.

The All Optional Requirements report combines all manually assigned optional requirements.

• Optional requirements are requests to users to complete "recommended" training. Optional means users can choose to complete the training, and it does not count towards your organisation's learning compliance. 
• Optional requirements are created when optional training is manually assigned. They contain information on who recommended the training, what training was recommended, and when it was recommended. 

This article describes how to run an All Optional Requirements report and interpret the results. 

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How to run an All Optional Requirements report

Steps

1. From the top navigation bar in the manager portal, go to Learning. 
2. From the left-hand-side menu bar, go to Reporting, then click on Requirement Records then click on the All Optional Requirements report.
3. Build your report query using the filters provided
   1. Go to Category, and keep User selected to report on one or more users. Otherwise, select Team if you'd like to report on users in one or more teams, or select Job Role if you'd like to report on users with one or more job roles. 
   2. Go to Account Status, and keep Active selected to include users with active accounts. Otherwise, select one or more account statuses. 
   3. Go to Category Type, and select one or more users, teams or job roles for the Category you previously selected. 
   4. Go to Date Opened and keep This Month selected if results should be returned for the current month. Otherwise, select from the list of date ranges. 
   5. Click Show More Options and select one or more items if you would like to report on optional requirements for specific items in Your Library or the Ausmed Library. 
4. Click Run Report and view the results. 
   
   

   Tips:

   • Need to alter your report? Simply change one or more of the report filters and click Run Report Again. 
     

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Understand results shown in the All Optional Requirements report

Results in the All Optional Requirements report are displayed in a table with five views: All Optional Requirements, Open, Completed, Removed, By User, By Item. 

All Optional Requirements view

This view shows all the optional requirements that match your report query. It's useful if you would like to analyse the raw data returned for your query. 

Open, Completed, Removed views

These views are a subset of the All Optional Requirements view, grouped by the status of the requirement: 

• The Open view is useful if you would like to view optional requirements that are currently open for completion, meaning the user hasn't completed them yet. 
• The Completed view is useful if you would like to view optional requirements that have been either completed or skipped.
• The Removed view is useful if you would like to view requirements that users have removed from their assigned learning list, indicating they decided not to complete the training.

By User, By Item views

These view groups the requirements that match your report query by their status, and the user or item they belong to: 

1. 1. The By User view is useful if you would like to report on the progress of optional requirements for a particular user. 
   2. The By Item view is useful if you would like to report on the progress of optional requirements for a specific training item. 

The columns in these views include the following:

1. 1. By User 
      1. User - the person required to complete the requirements. 
      2. User ID - a set of letters and/or numbers to uniquely identify the user, such as an employee number or membership number.
      3. Account Status - the current status of the user's Ausmed account.
      4. Teams - the teams the user currently belongs to. 
      5. Job Roles - the job roles the user currently belongs to. 
   2. By Item
      1. Item Title - the name of the learning item the compliance requirements are for. 
      2. Item Type - the type of learning item, such as a course, article, lecture etc. 
      3. Item ID - a set of letters and/or numbers to uniquely identify the learning item.
   3. Status columns
      1. Completion Rate - the percentage of completed or skipped requirements related to the user or item. 
      2. Open - the number of optional requirements related to the user or item that are currently open for completion.
      3. Completed - the number of skipped or completed requirements related to the user or item. 
      4. Removed - the number of requirements related to the user or item removed, indicating the user decided not to complete the training.

1. 1. 1. Total - the total number of open, completed, skipped or removed requirements related to the user or item. 
         
         

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