How do I add external data to a user's report?
In addition to tracking training and policies already inside RiskManager, you can use the Learner's Transcript Report to track training that your staff have completed. By including this data, you'll be able to track all of your staff's training in one place.
There are two ways to add external data to a user's report. This article covers how to add data to one user at a time. If you have a lot of data to add to the system, it might make more sense to import it via a CSV file. This file must be set up in a specific format to import succesfully, so if you're interested in this option, email us at support@riskmanager.net and we'll guide you through the process.
To add external data to a specific user:
- Go to Manage Users > Learner's Transcript Report.
- Find your user. You can use the search bars, filter by user group, or simply search through the different pages.
- Click the
icon next to the user's name. - Select Add External Report Data below the navigation bar.
- Enter the information of the course you want to add. Enter completion date in the format m/dd/yyyy. Only Title and Completion Date are required, but you can add as much information as you'd wish. When you've finished, click Save.
- Scroll down to the bottom of the learner's transcript to My External Report to see the new course. You can also access this information later in the Learner's Transcript found in the Reports List.
Any questions? Email us at support@riskmanager.net.