Training administration reports

Summary description

This report allows you to view all candidates booked onto a scheduled course, showing all statuses except RE – Requested.

Why run this report?

To view candidates details on the scheduled courses.

When should you run this report?

As and when required.

Who should run this report?

Training providers.

Available parameters

 

Parameter

Mandatory?

Notes

Course Code

N

Multiple values can be selected.

Provider Code

Enter the relevant Oxford Training Provider codes: BODL, BSP, HRIS, OLI.

Scheduled Course Start Date FROM

Y

Enter the Scheduled Course start date From. (Date Format: DD-MMM-YYYY) or leave blank for all dates. 

Scheduled Course End Date TO

N

Enter the Scheduled Course start date To. (Date Format: DD-MMM-YYYY) or leave blank for all dates.

 

Details of tabs

Tab 1

Course by Candidate Status

Candidates on a course code can show single or multiple course dates.

     

 

Summary description

This report allows you to view all candidates booked onto a scheduled course, showing all statuses except RE – Requested.

Why run this report?

To view candidates details on the scheduled courses.

When should you run this report?

As and when required.

Who should run this report?

Training Providers

Available parameters

Parameter

Mandatory?

Notes

Course Code

N

 Multiple values can be selected.

Course ID

N

Enter the unique course ID as displayed on the Scheduled Courses screen if known.

Schedule Course Start Date FROM

Enter the Scheduled Course start date From. (Date Format: DD-MMM-YYYY) or leave blank for all dates.

Scheduled Course Start Date TO

N

Enter the Scheduled Course start date To. (Date Format: DD-MMM-YYYY) or leave blank for all dates.

Training Status Description

N

Defaults to ‘Scheduled’ status but can be amended to other or all statuses by clicking on the torch icon.

Provider Code

 N

Enter the relevant Oxford Training Provider codes: BODL, BSP, HRIS, OLI.

 

Details of tabs

Tab 1

Attendance Detail

Scheduled course information in header with candidate booking details in the body.

 

Summary description

This report allows you to view all candidates booked onto a scheduled course, showing all statuses except RE – Requested

Why run this report?

To view candidates details on the scheduled courses.

When should you run this report?

As and when required.

Who should run this report?

Bodleian ‘BODL’ Training Providers.

Available parameters

arameter

Mandatory?

Notes

Course Code

N

Multiple values can be selected.

Schedule Course Start Date FROM

N

Enter the Scheduled Course start date From. (Date Format: DD-MMM-YYYY) or leave blank for all dates.

Scheduled Course Start Date TO

N

Enter the Scheduled Course start date To. (Date Format: DD-MMM-YYYY) or leave blank for all dates.

 

Details of tabs

Tab 1

Attendance Detail

Scheduled course information in header with candidate booking details in the body.

Summary description

This report allows you to view all candidates booked onto a scheduled course, showing all statuses except RE – Requested.

Why run this report?

To view candidates details on the scheduled courses.

When should you run this report?

As and when required.

Who should run this report?

Oxford Learning Institute ‘OLI’ Training Providers only.

Available parameters

Parameter

Mandatory?

Notes

Course Code

N

 Multiple values can be selected.

Schedule Course Start Date FROM

Enter the Scheduled Course start date From. (Date Format: DD-MMM-YYYY) or leave blank for all dates.

Scheduled Course Start Date TO

N

Enter the Scheduled Course start date To. (Date Format: DD-MMM-YYYY) or leave blank for all dates.

Details of tabs

Tab 1

Attendance Detail

Scheduled course information in header with candidate booking details in the body.

Summary description

This report allows you to review all OPEN scheduled courses that have yet to be completed.  All courses listed are either scheduled for today or in the future.

Why run this report?

To manage all OPEN scheduled courses and review how the places are being booked.  Does the provider need to take any action on any of the courses?  Do any courses need cancelling due to lack of bookings or does the provider need to fill up the empty seats to fill a course?

When should you run this report?

As and when required.

Who should run this report?

Training providers.

Available parameters

Parameter

Mandatory?

Notes

Provider Code

N

Enter the relevant Oxford Training Provider codes: BODL, BSP, HRIS, OLI.

Course Code

N

Enter a course code if you want to manage only a single course code’s bookings.

Details of tabs

Tab 1

OPEN Schedule Courses

Provider details in the header then displaying all OPEN courses with booking counts.

Summary description

This report allows you to review all CLOSED scheduled courses that have been completed.  All courses listed were scheduled in the past, less than today.          

Why run this report?

To manage all CLOSED scheduled courses and review how the places were taken and what the overall attendance rates were.

When should you run this report?

As and when required.

Who should run this report?

Training providers.

Available parameters

Parameter

Mandatory?

Notes

Provider Code

N

Enter the relevant Oxford Training Provider codes: BODL, BSP, HRIS, OLI.

Course Code

Enter a course code if you want to manage only a single course code’s bookings.

Course Category

Enter the Course Category Description.

Scheduled Course Start Date FROM 

N

Enter the Scheduled Course start date From. (Date Format: DD-MMM-YYYY) or leave blank for all dates.

Scheduled Course Start Date TO

Enter the Scheduled Course start date To. (Date Format: DD-MMM-YYYY) or leave blank for all dates.

Details of tabs

Tab 1

Closed Scheduled Courses

Shows the details of the Closed Scheduled course by provider with the counts of bookings.

 Tab 2

Closed Scheduled Courses Internal vs External

Shows the details of the Closed Scheduled course by provider with the counts of bookings with the added columns to show the split between internal and external candidates.

Summary description

This report shows all attendance records linked to each course by provider and course codes.

Why run this report?

To enable providers full statistical reporting, against course usage, over a period of time.

When should you run this report?

  • Annually
  • As and when required.

Who should run this report?

Training providers.

Available parameters

Parameter

Mandatory?

Notes

Course Code

N

Enter the course code.

Provider Prompt

Enter the relevant Oxford Training Provider codes: BODL, BSP, HRIS, OLI.

Scheduled Course Start Date FROM

Enter the Scheduled Course start date From. (Date Format: DD-MMM-YYYY) or leave blank for all dates.

Scheduled Course Start Date T

N

Enter the Scheduled Course start date To. (Date Format: DD-MMM-YYYY) or leave blank for all dates.

Training Status Description

N

<All> defaults to all training status descriptions but can be changed as required.

Details of tabs

Tab 1

Employee & Externals

Full course attendance including person type information.

Tab 2 

All Course by Training Status

Counts by Course Code & Training Status Description.

Tab 3

All by Training Status

Counts by Training Status Description.

Tab 4

Externals Only

Full course attendance information as on Tab 1 but for External Only.

Tab 5

Employees Only

Full course attendance information as on Tab 1 but for Employees Only.

Summary description

This report shows all attendance records linked to each course by provider and course codes.

Why run this report?

To enable the provider full statistical reporting, against course usage, over a period of time.

When should you run this report?

  • Annually
  • As and when required.

Who should run this report?

Oxford Learning Institute ‘OLI’ Training Providers only.

Available parameters

Parameter

Mandatory?

Notes

Course Code

N

 Enter the course code.

Scheduled Course Start Date FROM

Enter the Scheduled Course start date From. (Date Format: DD-MMM-YYYY) or leave blank for all dates.

Scheduled Course Start Date TO

N

Enter the Scheduled Course start date To. (Date Format: DD-MMM-YYYY) or leave blank for all dates.

Training Status Description

N

<All> defaults to all training status descriptions but can be changed as required.

Details of tabs

Tab 1

Attendance Details

Full course attendance including person type information.

Tab 2 

All Course by Training Status 

Counts by Course Code & Training Status Description.

Tab 3

All by Training Status

Counts by Training Status Description.

Summary description

This report shows all candidates marked as a ‘no show’ for attendance against a scheduled course.

Why run this report?

To review the statistics on why candidates do not show for scheduled training events.

When should you run this report?

As and when required.

Who should run this report?

Training providers.

Available parameters

Parameter

Mandatory?

Notes

Provider Code

N

Enter the relevant Oxford Training Provider codes: BODL, BSP, HRIS, OLI

Course Code

Enter the course code.

Scheduled Course Start Date FROM

N

Enter the Scheduled Course start date From. (Date Format: DD-MMM-YYYY) or leave blank for all dates.

Scheduled Course Start Date TO

N

Enter the Scheduled Course start date To. (Date Format: DD-MMM-YYYY) or leave blank for all dates.

Details of tabs

Tab 1

Candidate Employee List

No Show person details by course code.

Tab 2

 Count By Training Status

Pivot Report to display the counts of training status descriptions by course.

Summary description

This report shows all training history held within Core HR for an individual.

Why run this report?

To review training history for an individual for any period of time required.

When should you run this report?

As and when required.

Who should run this report?

Training providers.

Available parameters

Parameter

Mandatory?

Notes

Surname

N

Only use this if Person Reference or External No is not known.  Wild card searches can be used i.e. Smthy% will return any Surname starting with Smthy.

Person Reference or External No

N

Enter the Employee’s Person Reference or External No if known.

Training Status Description

N

Defaults to statuses of ‘Partially Complete’ & ‘Completed Successfully’ but can be changed by clicking on the torch icon.

Scheduled Course Start Date FROM

N

Enter the Scheduled Course start date From. (Date Format: DD-MMM-YYYY) or leave blank for all dates.

Scheduled Course Start Date TO

N

Enter the Scheduled Course start date To. (Date Format: DD-MMM-YYYY) or leave blank for all dates.

Details of tabs

Tab 1

History by Employee or External

Personal information with training history information for period selected.

Summary description

This report shows all training history for current and dormant employees held within CoreHR for a department code.

Why run this report?

To review training history for a department for any period of time required.

When should you run this report?

As and when required.

Who should run this report?

Training providers.

Available parameters

Parameter

Mandatory?

Notes

Department Code

Y

Enter the department code(s) required.

Provider Code

Enter the relevant Oxford Training Provider codes: BODL, BSP, HRIS, OLI

Training Status Description

N

Defaults to statuses of ‘Partially Complete’ & ‘Completed Successfully’ but can be changed by clicking on the torch icon. 

Scheduled Course Start Date FROM

N

Enter the Scheduled Course start date From. (Date Format: DD-MMM-YYYY) or leave blank for all dates.

Scheduled Course Start Date TO

N

Enter the Scheduled Course start date To. (Date Format: DD-MMM-YYYY) or leave blank for all dates.

Include Dormant?

 N

Defaults to Y.  Enter N to return active employees only.

Details of tabs

Tab 1

History by Department

Department and training history for employees.

Summary description

This report shows all candidates with a status of ‘RE’ Requested against a course code.

Why run this report?

To review how many candidates are on a wait list and for how long have they be waiting to attend the course.

When should you run this report?

As and when required.

Available parameters

Parameter

Mandatory?

Notes

Course Code

N

Enter course code or select multiple courses from the list by clicking on the torch icon.

Details of tabs

Tab 1

Wait List by Course

Lists all Employee or External on wait list for course code.

 Tab 2

Wait List by Course 2

Show the details and counts for each grouped course code.

Summary description

This report shows all new starters to the University from the date entered.

Why run this report?

To review new starters and where they might be eligible to attend key training courses for their new job roles.

When should you run this report?

As and when required.

Who should run this report?

Training providers.

Available parameters

Parameter

Mandatory?

Notes

Employee Appointment Start Date

Y

Enter the date from which you would like to review new starter information across the University.

Details of tabs

Tab 1

New Starters

Displays new starter information.

Summary description

This report shows all new starters to the University for the Bodleian department codes only from the date entered.

Why run this report?

To review new starters and where they might be eligible to attend key training courses for their new job roles within Bodleian departments.

When should you run this report?

As and when required.

Who should run this report?

Bodleian ‘BODL’ Training Providers.

Available parameters

Parameter

Mandatory?

Notes

Employee Appointment Start Date

Y

Enter the date from which you would like to review new starter information across the University.

Staff Category Description

N

Enter the Staff Category description or click on the torch icon to pick from the list of options.

Details of tabs

Tab 1

New Starters

Displays new starter information for Bodleian departments.

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Documents


IP4 Running Reports (PDF)