How to use the Compliance Calendar to manage compliance requirements.
Note: This is a new feature, so it is still being tested and refined. We welcome your feedback on how we can improve the experience further!
The Compliance Calendar gives you a bird-eye view of compliance requirements due in a given year or month, while maintaining the ability to hone in on requirements due on a particular date.
Compliance requirements are requests to users to complete mandatory training by a due date, and contain information on who is required to complete the training, what they need to complete, and the timeline for this.
This article explains how to view and manage compliance requirements for individuals, teams, or job roles using the Compliance Calendar.
Who does this article apply to?
- Users with access to Ausmed's Learning Management System
In this article:
How to access the Compliance Calendar
Steps
- From the top navigation bar in the manager portal, go to Learning.
- From the left-hand-side menu bar, go to Manage, then go to Calendar.
How to navigate the Compliance Calendar
Steps
To navigate the calendar by year, month or day view:
- Click on the Day, Month or Year button in the top middle of the calendar interface:
- Use the arrows in the top left corner of the calendar to move between days, months or years:
Year view
Year view provides an overview of what's due each month of the year, with cards showing the number of requirements due that month and the percentage completed.- Plan ahead to see what requirements are due in the coming months
- Follow-up on overdue or missed requirements from previous months by sending reminders, marking requirements as skipped or completed, or extending due dates.
Tips:
- Hover over any card in year view to view a breakdown of requirements due that month by their status:
- Click on the name of the month to open it in month view
- Click Download CSV in the top right of the calendar to download a list of requirements due in the year.
Month view
Month view provides an overview of what's due each day of the month, with cards showing the number of requirements due that day and the percentage completed.- Plan ahead to see what requirements are due this week, or this month
- Follow-up on overdue or missed requirements from last week, or last month by sending reminders, marking requirements as skipped or completed, or extending due dates.
Tips:
- Hover over any card in month view to view a breakdown of requirements due each day by their status:
- Click on the date to open it in day view.
- Click Download CSV to download a list of all requirements due in the month.
Day view
Day view is the most detailed view in the calendar, as it shows individual requirements due on a particular date. Requirements in day view are displayed in a table with six different tabs or views:
- Compliance Requirements - shows all requirements due that day.
- Missed - only shows requirements due on that date with a "missed" status. Missed means the requirement has not been completed, and the due date is now in the past.
- Overdue - only shows requirements due on that date with an "overdue" status. Overdue means that while the requirement has not been completed and the due date is now in the past, the requirement has not reached the overdue end date yet.
- Open - only shows requirements due on that date with an "open" status. Open means the requirement has been assigned to the user, but hasn't been completed yet or reached the due date.
- Scheduled - only shows requirements due on that date with a "scheduled" status. Scheduled means the requirement hasn't been assigned to the user yet because the requirement open date hasn't been reached yet.
- Completed - only shows requirements due on that date with a "completed" or "skipped" status. Completed means either the requirement has been met because the learning has been completed, or a manager marked it as skipped.
Tips:
- Click here to learn more about compliance requirement statuses - see section titled "What is a compliance requirement's status and timeline?"
- Learn how to manage compliance requirements in day view in the following articles - see sections related to Compliance Calendar:
How to filter the Compliance Calendar
Filter the Compliance Calendar to only show the requirements that match the filters you apply.
Steps
- Click on Show Filters in the top right of the Calendar.
- Go to Category and Category Type if you would like to view requirements for particular users, teams, or job roles:
- To filter by individual users:
- Go to Category and select Users
- Go to Category Type and select or deselect users from the list.
- To filter by teams:
- Go to Category and select Teams
- Go to Category Type and select or deselect teams from the list.
- To filter by job roles:
- Go to Category and select Job Roles
- Go to Category Type and select or deselect job roles from the list.
- To filter by individual users:
- Go to Source if you would like to view requirements based on how they were assigned - either automatically through a training plan or manually assigned by a manager:
- To filter by training plan:
- Go to Source
- Deselect All Manually Assigned
- Select or deselect training plans from the list.
- To filter by manually assigned:
- Go to Source
- Click Clear All
- Select All Manually Assigned at the top of the list.
- To filter by training plan:
- Go to Item if you would like to view requirements for particular items:
- To filter by items:
- Go to Items
- Search and select the items you would like to view requirements for.
- To filter by items:
- Click Apply once you have finished selecting your filters.
Tip: To restore the original filters, click Reset Filter to Default, then click Apply
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