Summary of Available Reports
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Table 11-1 Summary of Available Reports |
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Report |
Description |
Can Filter by |
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General
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Archive Activities By Department & Employee (actvloge.rpt) |
Lists archived activity records by the following grouping hierarchy: Department Employee ID/Full Name For each activity, includes: ·Document ID, title, location, revision level, and activity type ·General activity information, including date/time sent, sender, due date ·Sender and recipient comments ·Acknowledgement information, including recipient, date/time updated, date/time acknowledged, and date/time completed |
Department User Activity Type Completed Due Date Range Completion Date Range
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Archive Activities By Location & Document (ActvLogD.rpt) |
Lists archived activity records by the following grouping hierarchy: Location Document Number For each activity, includes the same information as in the Archive Activities by Department and Employee report described above. |
Location User Activity Type Document ID Completion Due Date Range Completion Date Range |
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Archive Activities Completion Review (activityCompletionReview.rpt) |
List activities records and determines if activities were completed on time. The report has the following options: activities not completed on time, activities completed on time, or both. Grouped by: Location Document/Packet ID Employee The following fields are included: Location, Document/Packet ID, Activity Type, Employee, Activity Due Date, Sent, Recv’d, Comp’d, Time to Complete, Completed on Time, Days overdue. |
Location Document ID User Activity Type Completed From & To Due Date From & To Completion Date Completed on Time (options are Yes, No, or Both)
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Current Activities By Department & Employee (actvempl.rpt) |
Lists current activity records by the following grouping hierarchy: Department Employee ID/Full Name For each activity, the same information as in the Archive Activities by Department & Employee report described above. If using the Change Control module, both the parent and child activities are included in the report. |
Department User Activity Type On or Before Due Date Completed
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Current Activities By Department & Employee (Summary) (sum-actvempl.rpt) |
Lists current activity records by the following grouping hierarchy: Department Employee/Recipient Summary of current activities. If using the Change Control module, both the parent and child activities are included in the report. |
Activity Type On or Before Due Date Department User Completed |
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Current Activities By Location & Document (actvdoc.rpt) |
Lists current activity records by the following grouping hierarchy: Location Document For each activity, the same information as in the Archive Activities by Department & Employee report described above. If using the Change Control module, both the parent and child activities are included in the report. |
Location User Activity Type Document ID On or Before Due Date Completed |
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Current and Archive Overdue Activities by User & Department (CurrArchOverdue ActivitiesByUser.rpt) |
Displays current and archived (completed) activities by the following grouping hierarchy: Department User The following fields are included: User Full Name, Document/Packet, Revision, Activity Type, Due Date, Completed Date (if applicable), From Table (A=Archived, C=Current) Days Overdue.Days Overdue. Calculates total number of overdue activities for each user and total for department. Sorted by Department, User, and Due Date of Activity. Percentage for Overdue Activities calculated on number of activities of selected date range divided by the number of Overdue Activities. Percentage of Completed on Time calculated on number of activities of selected date range) divided by the number Completed on Time. |
User Location User Department User User Active Flag Activity Type From (and including) Due Date To (and including) Due Date |
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Current and Archived Activity Completion Percentage by User (CompletionPercentageActivities |
Lists current and archived (completed) activities by the following hierarchy: User Location User For each record the following fields are included: Location Name, User Full Name, Document/Packet No., Revision No., Activity Type Description, Due Date, Complete date, From Table (A=Archived, C=Current) Days Overdue. Percentage for Overdue Activities calculated on number of activities of selected date range divided by the number of Overdue Activities. Percentage of Completed on Time calculated on number of activities of selected date range) divided by the number Completed on Time. |
User Location User Department User ID User Active Flag Activity Type Activity Due Date From and To Date Range |
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Current Overdue Activities by Document (CurrentOverdue Activities.rpt) |
Displays current activities by the following grouping hierarchy: Location Document The following fields are included: Location, Full Name, Document Number, Revision No., Document Title, Activity Type, Due Date and Days Overdue. Sorted by User Full Name and Document/Packet ID. |
Document Location Document ID Document Active Flag User Department User ID Activity Type User Active Flag |
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Current Overdue Activities by Employee Number (CurrentOverdue ActivitiesbyUser-EmpNo.rpt) |
Displays current activities by the following grouping hierarchy: Location Document The following fields are included: Location, Full Name, Document/Packet, Revision No., Document Title, Activity Type, Due Date, and Days Overdue. Sorted by Employee Number and Document/Packet ID. |
User Location User Department User ID User Active Flag Activity Type |
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Current Overdue Activities by User (CurrentOverdue ActivitiesbyUser.rpt) |
Displays open current activities by the following grouping hierarchy: Location User The following fields are included: Location, User Full Name, Document/Packet, Revision, Title, Activity Type, Due Date, Days Overdue. Calculates total number of overdue activities for each user. Sorted by User and Due Date of Activity. |
User Location User Department User User Active Flag Activity Type |
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CV/JD Details (eForms module required) (CVJD_Detail.rpt) |
A special request is required for this report. If using the CV/JD form within the eForms module, this report is available to you and will provide detailed information about the annual signing of employee Job Descriptions (JD) and Curriculum Vitae (CV). Grouped by Department. The following fields are included: ·Packet ID, Packet Description, Is Closed, Created, User, Type, CV Document, CV Verified, Additional Requirements, Additional Verification, Job Description, Job Description Verified, Signed |
Department Exempt Employees Non Exempt Employees Is Signed Is Closed |
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CV/JD Summary (eForms module required) (CVJD_Summary.rpt) |
A special request is required for this report. If using the CV/JD form within the eForms module, this report is available to you and will provide summary information about the annual signing of employee Job Descriptions (JD) and Curriculum Vitae (CV). Grouped by Department. The following fields are included: ·Packet Description, User, Type, Signed |
Department Exempt Employees Non Exempt Employees Signed Closed |
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Document History (dochist.rpt) |
Lists document records by the following grouping hierarchy: Location Document For each document, includes: ·Document ID and title and current revision date ·Information for each revision of the document, including the revision level, the effective date, and the reason for the change |
Document ID Location Reason for Change Create Date Range Effective Date Range |
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Document Previewed Comparison – Archived Activities (DocPreviewed |
Lists activities and compares the preview date of when the document was opened to the date/time of signoff. This is valid for either document training or document approval only. The report includes the following: Document Department, User, Document ID, Version/Rev/#, Document title, Received Date/Time, Previewed Date/Time, Complete Date/Time, Difference. If the activity was created prior to the previewed date/time feature, the system will take the difference from the received date and time. |
Document Department User User Active Flag Document Document Active Flag |
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Employee Job Planning by Employee (empjobplan.rpt) |
Lists employee job planning information by the following grouping hierarchy: Department Employee For each employee, includes: ·The employee name and number ·Each job the employee is assigned to, including the job description and location ·Using the Exclude Jobs option allows excluding certain jobs from the report. |
Department User User Active Flag Exclude Jobs
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Employee Job Planning by Job (jobempplan.rpt) |
Lists employee job planning information by the following grouping hierarchy: Location Job For each job at a location, includes: ·Job name and description ·A list of employees assigned to the job and their name, ID, and department. |
Location Job Job Active Flag |
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Expiration Date Tickler by Location & Document (expirdatetickler.rpt) |
Lists documents in which the expiration date meets criteria entered. For each document report includes: Expiration date, Document number, Revision Level, Title, Review Group |
Location Review Group Document Document Type Proactive Reviewer Date Range Document Active Flag
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Form Packet Log (eForms module required) (FormsLog.rpt) |
Lists basic information pertaining to forms For each form report includes: Date Created, User Created, Packet ID, Description, Location, Closed, Date Closed, User Closed |
Closed, Open, Both From and To Dates Location Form Group |
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Job Requirements by Location (jobreqc.rpt) |
Lists each job’s required documents by the following grouping hierarchy: Location Job For each job at a location, includes: Job title and description; version/revision level of document; the ID and description of each required document, including any sub-jobs. If documents are inactive, “inactive” will display next to the document ID number. Using the Exclude Document option allows excluding certain documents from the report. |
Location Job Job Active Flag Exclude Documents |
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Length of Time for Closing Packets (PacketCloseDays.rpt) |
Calculates the time between date of packet initiation and packet close. The report includes: Form Group, Location, Packet ID, Create Date, Closed Date, and Days to Close |
Form Group Location Create Date Range Close Date Range |
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Length of Time for Document Review (DocumentReviewDays.rpt) |
Calculates the time between date of first review activity sent and the move to current date. The report includes: Location, Document ID, Revision #, Title, Review Group, Document Type, Document Department, Review Start Date, Review Complete Date, and Days to Complete |
Location Department Document Type Review Group Review Start Date Close Start Date |
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Proactive Review by Location & Document (revwtick.rpt) |
Lists documents currently under review, by location, in the order of their review dates. Each document entry includes: ·The Review date ·Revision effective date ·The document’s ID ·Revision level ·Name ·Review group ·Proactive Reviewer/Document Owner |
Location Review Group Proactive Reviewer Document Document Type Date Range Document Active Flag |
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SOP Summary (sop_summary.rpt) |
Lists metrics on the following: ·Documents Issued This Month Metrics on all new documents for which the initial issue date meets the date criteria ·Documents Reissued This Month Metrics on any documents whose effective dates fall within the specified date range. ·Documents Reviewed/No Change Metrics on proactive reviews or on documents in which revision number is designed with a period such as 1.1 (version 1 of revision 1) ·Documents Deactivated This Month Metrics in which the document was flagged as inactivate during the specified date range. ·Total Review The total of the Issued New This Month, Re-Issued, Reviewed No Change & Deactivated This Month. ·Review List Sent Out Metrics in which documents are placed in review and review groups members are notified (Sent date for review activities) ·Total Overdue Metrics in which documents have not moved to current and the next review date is in the past for the specified date range. ·% Reviewed Total of all document reviewed (Reissued documents, Reviewed No Change documents, Deactivated documents) divided by number of documents sent out. |
Location Department Document Type Review Group Date Range |
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WorkFlow Status Detail (eForms module required) (WorkFlowDetail.rpt) |
This report lists the workflow details. The report includes: Packet ID, Description, Form Group, Facility, Type, Status, Step Name, Activity Type, Form Name, Recipient Name, Recipient Due Date, and Complete Date if applicable. |
Location Form Group Is Packet Closed From Close Date To Close Date |
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WorkFlow Status Summary (eForms module required) (WorkFlowSummary.rpt) |
This report lists the detail of the workflow The report includes: Packet ID, Description, Form Group, Facility, Type, Status, Step Name, Activity Type, Form Name, Recipient Name, Recipient Due Date, and Complete Date if applicable. |
Location Form Group From Close Date To Close Date |
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Listings
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Application Session History
(AppSessionHistory.rpt) |
Lists all User sessions with User Name, Session Start Date & Time, and Session End Date & Time. Grouping by Date. NOTE: This report requires settings in Web.config file. Please contact the QSI office for further information. Also, if using this feature, a manual purge is required at this time.
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User Date Range |
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Change Order List by Location (ListChangeOrders.rpt) |
Lists all Change Orders with Location, Change Order ID, Description, Initiator, Administrator, Created, Status. |
Location Change Order Action Flag |
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Department Listing (ListDept.rpt) |
Lists all departments in the organization. Each department entry includes the Department Name, Title, Managers, Members and Document Count. |
No filters |
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Distribution Listing (listdstr.rpt) |
Lists all distributions. Each distribution entry includes the distribution name and description. |
No filters |
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Document Listing (ListDocuments.rpt) |
Lists all Documents Each listing entry includes the Document ID, Revision, Title, and Effective Date, Extension, PDF Conversion Flag. |
Documents Native Extension Document Active Flag |
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Document Listing by Location (Listdoc.rpt) |
Lists documents by Location. Entries include the document ID, title, and revision level and cycle. |
Location Document ID Document Active Flag |
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Document Listing by Location & Distribution (docdistr.rpt) |
Lists documents by location. Each document entry includes: ·Document ID, title, revision level ·Distribution name and description for each distribution to which the document has been assigned ·Space for initialing and dating each entry to indicate that the distribution has been updated with the current revision |
Location Department Distribution Document Active Flag |
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Document Listing by Location & Miscellaneous (liststat.rpt) |
Lists documents by the following grouping hierarchy: Location Miscellaneous Each document entry includes the document ID, revision level, and title. |
Location Department Document Status Document Active Flag
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Document Listing by Location & Document Type (listdtyp.rpt) |
Lists documents by the following grouping hierarchy: Location Document Type Each document entry includes the document ID, revision level, title, and revision effective date. |
Location Department Document Type Document Active Flag
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Document Listing by Location & Review Group (ListDGrp.rpt) |
Lists documents by the following grouping hierarchy: Location Review Group The review group information includes the review group name, description, and administrator. Each document entry includes the document ID, revision level, revision effective date, and title. |
Location Review Group Department Document Type Document Active Flag Next Review Date Range |
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Document Listing by Moved to Current and Published Date (ListDocMoveToCurr.rpt) |
List documents by the following: Published Date, Published By, Document ID, Document Title, Version, Location, Review Group, and Effective Date |
Location Review Group Document Type User ID Moved to Current and Published Date Range |
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Document Listing by Proactive Reviewer/Document Owner (ListDocumentsBy |
Lists only documents that have been assigned a proactive reviewer or document owner. Grouped by Proactive Reviewer/Document Owner. Entry includes: Proactive Reviewer/Document Owner, Document Number, Title, and Next Review Date. |
Location Document ID Document Active Flag Document Type User |
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Document Listing of Current Signatures by Document Type (listsigners.rpt) |
Lists all approvers of documents. Sorted by Document Type. Entry includes: Document Type, Document ID, Revision level, Document Title, Approvers, and Date and Time of Signing |
Document Type Location Document ID Document Active Flag |
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Document Listing of Free Use Field Values (ListDocFreeUse.rpt) |
List the value of all defined free use fields Sorted by Document ID Entry includes: Document ID, Document Title, Location, Document Type Free Use Field Names and Free Use Field Values |
Document Type Location Document ID Document Active Flag |
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Document Listing of Moved to Current by Date (ListDocumentMoveToCurr.rpt) |
List of documents with moved to current dates. Sorted by Date. Entry includes: Moved to Current and Published Date, Document Type, Location, Document ID, Document Title Version, Review Group, Effective Date, Moved to Current Date. Includes Archived and Current Documents. |
Location Review Group Document Type User ID From and Including Moved to Current Date range Document ID Document Active Flag |
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Document Listing of Moved to Current Sorted by Document (ListDocMoveToCurrentByDoc.rpt) |
List of documents with moved to current dates. Sorted by Document. Entry includes: Location, Document ID, Title, Version, Review Group, Document Type, Effective Date, Moved By individual and date. Includes Archived and Current Documents. |
Location Review Group Document Type User ID From and Including Moved to Current Date range Document ID Document Active Flag |
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Document Listing of Prior Revision Signatures by Document Type (listpriorrevision.rpt) |
Lists all documents version with name of signers for prior versions of documents. Grouped by Document Type Entry includes: Document Type, Document Id, Title, Revision No., Approvers of Document, Title/Position (at time of signing), Signature Effective Date |
Document Type Location Document Id Document Active Flag Revision |
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Document Listing of Trainer & Quiz Information (Doclistqzinfo.rpt) |
Lists documents that have a quiz associated with the document by the following grouping hierarchy: Location Department Entry includes: Document ID, Revision level, Title, Quiz Number, and Trainer. |
Department Trainer Location Document ID |
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Documents Assigned to Jobs (ListDocuments |
Lists documents that have been assigned to jobs (i.e., Training matrix) Location Entry includes: Document ID, Revision, Title, Effective Date, Training Expiration, Cycle and Document Type. |
Location Active Document Document Type |
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Documents Checked Out (listdocscheckedout.rpt) |
Lists documents checked out by individuals: Sorted by Review Group. Entry includes: Review Group, Document ID, Location, Document Revision, Individual who has document checked out, Date of checkout, Document Department |
Review Group Location Document Department User |
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Documents in Review with No Activities (Listdocstep1checked.rpt) |
Lists documents that have been put into review and have no activities. The report includes both active and inactive documents. Sorted by Document ID. Entry includes: Document ID, Revision, and Document Title |
No filters available |
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Documents Not Assigned a Proactive Reviewer/Document Owner (ListDocuments |
Lists documents that do not have a proactive reviewer or document owner assigned. Entry includes: Document Number, Title, Next Review Date. |
Location Document ID Document Type User |
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Documents Not Assigned to a Job (docnojob.rpt) |
List only documents that were missed when adding to a training matrix (i.e., job requirements). Grouped by Location/Location Description. Entry includes: Location, Location Description, Document ID, Active, Document Title |
Location Document Type Document ID Document Active Flag |
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Documents with No Next Review Date (ListDocumentsWith |
List documents that have not been assigned a next review date. Sorted by Location. Entry includes: Location, Document ID, Revision, Title, Document Type and Review Group |
Location Review Group Document Document Type Document Active Flag |
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Effective Document Listing by Location & Document Type (ListEffectiveDocuments.rpt) |
List documents that are have a current revision effective date. If a published document has not reached its effective date, the prior effective version will display if available. Entry includes: Location, Document Type, Document ID, Version, Title & Effective Date |
Location Document Type Document ID Document Active Flag |
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Employee Listing (ListEmpl.rpt) |
List all employees by employee ID. Employee ID, full name, and e‑mail address. |
Location User Active Flag |
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Employee Listing by Department & User Last Name (listenme.rpt) |
Lists employees by department. The department information includes the department ID and title. Entry includes: Department ID; Department Title; and Employee’s ID, first, last, and full name. |
Location Last Name Department User Active Flag |
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Employees Not Assigned to a Department (empnodept.rpt) |
Lists all employees not currently assigned to a department. Entry includes: User code, Active, Full Name. |
Location User Active Flag |
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Employees Not Assigned to a Job (EmpNoJob.rpt) |
List all employees who have not been assigned a job and have no training matrix. Grouped by Location Entry includes: Location, Employee ID, Active, Employee Full Name, Position or Title. |
Location User Active Flag |
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Employees Not Assigned to a Permission Group (empnopermission.rpt) |
Lists employees not currently assigned to a permission group. Entry includes: User code, Active, Full Name. |
Location User Active Flag |
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Inactive Document Listing (ListInactiveDocuments.rpt) |
Lists documents that are inactive. Entry includes: Location, Document ID, Revision, Title, Inactive Date, Inactivating User, Last Update Date, and Last Update User. |
Location Department Document Type Document ID From and To Inactivated Date |
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Forms Design Detail Listing (FormsDesignDetail.rpt) |
Available if the eForms module is installed. Lists the names of the fields on the form, with the specific fields of each form and with each field’s associated parameters. |
Form Group Form |
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Forms Design Summary Listing (FormsDesignSummary.rpt) |
Available if the eForms module is installed. Lists each field’s item number and name, data type, and element type. |
Form Group Form |
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Job Listing (listjob.rpt) |
Lists jobs by location. Each job entry includes the job ID, title, and description. |
Location |
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Master Document Listing by Location (mstrlist.rpt) |
Lists documents by location. Each document entry includes the document ID, title, revision level, initial issue date (i.e., the date the original document was initially put into production, not the current revision’s issue date). |
Location Document Active Flag |
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Permission Summary by Location (PermissionSummaryBy |
Grid form with legends for permissions by Location and Permission Groups. Listing includes Permission Group, Location, and a list of following tables: Change Order, Distribution, Document, Facility, Forms Job, Report, Quiz Module, and Users Legends (R for Read Only, W for Read/Write, A for Administrator with Delete Permissions). |
Permission Group Location
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Permissions for Users (Permissions.rpt) |
List users with assigned permissions. Listing includes: Department, Employee Name And Number, Location, Permission Type, Permission Level. |
Department Users User Active Flag |
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Print Manual Quiz (manualtest.rpt) |
Prints quizzes for issuing manually. Printout includes: ·Quiz ID ·Title ·Referenced document ID & title (if applicable) ·Revision Number ·Question ·Possible Answers |
Document ID Document Active Flag Generate Random Quiz |
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Print Signature Page for Document (signaturepage.rpt) |
Prints a hard copy of the electronic e-signatures for a document or group of documents. |
Document ID Document Active Flag |
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Print Training Certificates (Training_Certification.rpt) |
Prints hard copies of training certificates for individuals who have completed training or passed a quiz. Company Name displayed on certificate will pull from the Application Options APP_COMPANY_NAME option value field. Contact QSI if you would like to customize this report with your company’s logo and/or template. |
Document ID User |
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Related Documents Listing by Location (docref.rpt) |
Lists documents and their related documents, by location. Each document entry includes the document ID, title, revision level, active flag, and a list of its related documents. Each related document entry includes the related document’s ID, title, and active status. |
Document ID Location |
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Required Documents and Users by Job (jobjrdocsjpUsers.rpt) |
Lists required documents and users by job. Each entry includes job title, users, and documents required. |
Job Job Active User User Active Flag |
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Required Documents by Job & Sub Job (RequiredDocuments ByJobAndSubJob.rpt) |
Lists required documents by job and sub job. Each entry includes job and/or sub job title, document ID, and document title. |
Job Job Active User User Active Flag |
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Table of Contents by Change Order (tocbydoc.rpt) |
Lists tables of contents by document for all documents attached to the Change Order. |
Location Change Order Number Change Order Title |
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Table of Contents by Distribution (toc.rpt) |
Lists each distribution’s table of contents (i.e., the documents that are included in the distribution). Each distribution entry includes the distribution name and description Each document in the table of contents listing includes section, document ID, title, revision level, and location |
Distribution |
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Table of Contents by Document (tocbydoc.rpt) |
This report is identical to the Table of Contents by Distribution, except that if a document ID is entered, it will print all the Table of Contents by Distribution Report for the particular Document. Each distribution entry includes the distribution name and description. The Table of Contents listing includes section, document ID, title, revision level, and location |
Document ID
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Training
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Archived Training By Department & Employee (trngehst.rpt) |
Lists archived training records by the following grouping hierarchy: Department Employee Each record entry includes: ·Employee ID / full name ·Document ID, name, and revision level ·Effective training date |
Department User Active Flag Document From and To Date Range
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Archived Training By Location & Document (trngdhst.rpt) |
Lists archived training records by the following grouping hierarchy: Location Document Each record entry includes: ·Document ID, title, revision level ·Employee ID, full name, and effective training date. |
Location Document ID Revision Document Active Flag User User Active Flag From and To Date Range |
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Current and Archived Training by Department and Employee (currarchtrngEmpl.rpt) |
This report combines the current training report and the archived reports for employees. An asterisk indicates the current revision level. Each reports includes: ·Department ·Employee Full Name ·Position ·Document ID/Revision ·Title ·Comments ·Training Effective Date |
Department User ID User Active Flag Document ID Document Active Flag From and To Effective Date Range |
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Current and Archived Training Reason Late by Department and Employee (Curr-ArchTrngEmpReasonLate.rpt) |
This report contains the reason individuals are late when signing off on training. Only training records with a “Late Sign-Off Reason” will display. Each report includes: ·Department ·Employee Full Name ·Position Document ID/Revision ·Title ·Comments ·Training Effective Date |
Department User ID User Active Flag Document ID Document Active Flag From and To Effective Date Range
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Cycle Notification (CycleNotify.rpt) |
Pulls employee training information based on whether their training records have expired. It uses the date Training Deadline and looks at each document with a cycle and employees training records which fall outside this date You can override employee notification and send directly to their manager. Each report includes: ·Employee Full Name ·Document ID/Revision ·Title ·Training Effective Date ·Cycle Length (months) ·Expiration Date Cycle ·Overdue Days |
Location Job Document ID Training Dead Line Notify Manager Create Activities Due Date Create E-Mails
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Cycle Notification Report Using Job Planning (CycleNotify.rpt) |
Pulls employee expired training, but only for documents that are in the employee’s job planning table. It uses the date Training Deadline and looks at each document with a cycle and employee training records that fall outside this date You can override employee notification and send it directly to their manager. If using the Default Training Type set in the General tab of the document detail, this setting will be used to notify another trainer, review group administrator, or the department manager. Each report includes ·Employee Full Name ·Document ID/Revision ·Title ·Training Effective Date ·Cycle Length (months) ·Expiration Date Cycle ·Overdue Days |
Location Job Job Active Document ID Training Dead Line Training Deadline Date Include only training gaps with no current activity Notify Manager Create Activities Due Date Create E-Mails
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Employee Training & Missing Requirements by Job Name Using Job Planning (msngtrngreqdbyJobname.rpt) |
Combines three reports into one: the employee current training report, the employee training deviation using Job Planning, and the Job Requirement Report. Grouped by Location and Employee. Entries include: Document ID, Revision, Title, Job/Training Effective date (if applicable). ·Due Date of Activity (if Scheduled and Not Overdue) ·Due Date of Activity in Red (if Scheduled and Overdue) ·Not Scheduled (training activity has not been scheduled) |
Job Job Active Flag User User Active Flag Exclude Documents |
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Employee Training & Missing Requirements Using Job Planning (msngtrngreqd.rpt) |
Combines three reports into one: the employee current training report, the employee training deviation using Job Planning, and the Job Requirement Report. Grouped by Location, Employee, and Job. Entries include: Document ID, Revision, Title, Training Effective date (if applicable). |
Job Job Active Flag User User Active Flag Exclude Documents |
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Employee’s 100 % Trained by Location & Job (empl100.rpt) |
Lists the employees that have been 100% trained on the required documents for a given job, by the following grouping hierarchy: Location Job Each record entry includes: ·Job ID/Title ·Employee ID, full name, department, shift, and Date of Job Completion |
Location Job Job Active Flag |
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Job Training by Employee (JobTraining.rpt) |
Lists the Employee Job Training tab in report format. Grouping is by Employee. Each record entry includes: ·Employee, Position-Title, Document ID, Revision ·Title, Training (Pending, Completed Date, or Required) ·Comment |
Job User User Active Flag |
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Jobs 100 % Trained by Department & Employee (job100.rpt) |
Lists the jobs for which each employee has been 100% trained (i.e., trained on all of the required documents for a given job), by the following grouping hierarchy: Department Employee ID/Full Name Each job entry includes the job name, location, description, employee’s shift, and Date of Job Completion. |
Department User User Active Flag |
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Quiz Results Sorted by Quiz (testresultsbytest.rpt) |
Lists the questions asked, times asked, # of times answered correctly, # of times answered incorrectly, percentage of failures. Grouped by Location, Department, Quiz ID, Document, Revision, Title. |
Department Location Document ID Document Active Flag User User Active Flag |
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Quiz Results Sorted by User (testresultsbyuser.rpt) |
Lists the questions asked, answer, correct/incorrect, last date taken, and quiz attempt, completed, pass/fail. Grouped by Location, Department, User Name, Quiz ID. |
Department Location Document ID Document Active Flag User User Active Flag |
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Training By Department & Employee (trngempl.rpt) |
Lists the current training records for each employee, by department. Each entry includes the document’s ID, title, document effective date, revision level, and training effective date. |
Department User User Active Flag Document Document Active Flag From and To Effective Date Range |
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Training By Job & Employee (trngjob.rpt) |
Lists the current training records for each job by the following grouping hierarchy: Location Job Name/Description Employee ID/Full Name Each entry includes the document’s ID, title, document effective date, revision level, and training effective date. Using the Exclude Document option allows excluding certain documents from the report. |
Job Job Active User User Active Flag Document Active Flag From and To Effective Date Range Exclude Documents |
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Training By Location & Document (trngdoc.rpt) |
Lists the current employee training records associated with each document by the following grouping hierarchy: Location Document ID/Revision Level Title Each entry includes the employee ID, full name, and effective training date. |
Location Document ID Document Active Flag User User Active Flag From and To Effective Date Range |
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Training Deviation by Job & Employee Using Job Planning (TrngdviaJP.rpt) |
Lists the documents on which employees have not been trained, by the following grouping hierarchy: Location Full Name Job Name/Description Each entry includes the document ID, title, and revision level. This report also provides the ability to create activities and e-mail notifications. Sorting is by location, full name, job, and document ID. Activity Status shows the following: ·Date activity is scheduled; if printed in black, activity is current. ·Activity date is printed in red if overdue. ·If required is printed in blue, no activity exists for the training deviation. |
Job Job Active User User Active Flag Include only training gaps with no current activity Create Activities Due Date Create E-Mails |
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Training Deviation by Location & Document (Deviabydoc.rpt) |
A special request is required for this report. Lists the documents on which employees have not been trained, by the following grouping hierarchy: Location Document ID/Revision/Title Each entry includes a list of the employees not trained on the document by employee ID and full name. Sorting is by location, document ID, and full name. |
Location Document ID Create Activities Due Date Create E-Mails
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Training Deviation by Location & Document Using Job Planning (deviabydocjp.rpt) |
Lists the documents on which employees have not been trained only if they are part of their job planning, by the following grouping hierarchy: Location Document ID/Revision/Title Each employee entry includes: employee ID and full name. Sorting is by location, Document ID, job, and full name. Activity Status shows the following: ·Date activity is scheduled; if printed in black, activity is current. ·Activity date is printed in red if overdue. ·If required is printed in blue, no activity exists for the training deviation. |
Location Job Job Active Flag Document ID Include only training gaps with no current activity Create Activities Due Date Create E-Mails |
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Training Hours by Document (training_hours_document.rpt) |
To use the Training Hours reports, you will need to add a free use field called Training Hours . You are then able to add the number of hours that it normally takes on average to deliver the training for the particular document. The report will then calculate how many hours of training the company delivered for the selected date range. The report pulls data from both the current and archive training tables. The report is grouped by Document and displays the following: Document ID/Title/Training Hours/User/Revision/Training Effective Date, and Total Training Hours by Document. Hours should be entered with 2 decimals. For example: 1½ hours should be entered as 1.5. |
Document Users From and To Training Effective Date Document Active Flag User Active Flag
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Training Hours by User (training_hours_user.rpt) |
This report is the same as the Training Hours by Document except it is grouped by User (refer to the Training Hours by Document description above for additional information). The report is grouped by User and displays the following: User Name/Document ID/Revision/Training Effective Date/Training Hours, and Total Training Hours by User. |
Users Document From and To Training Effective Date Document Active Flag User Active Flag
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Training Matrix (Job Planning) (training_matrix_jp.rpt) |
Uses job planning and displays a training matrix in a graphical format. ·Red indicates required training ·Green indicates current training ·Gray indicates training is not applicable NOTE: Because of the possible size and formatting of this report, the export function has been disabled.
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Job Job Active User Department User User Active/Inactive/Both
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Training Status Using Job Planning (TrainingStatusUsingJobPlanning.rpt) |
Uses job planning to determine if an individual is 100% trained. Name of individual will display in green if training is 100% complete. If not, the user name will display in red. Displays only Job Name and Employee Name. Sorted by Job Name. |
Job Job Active Flag Department User User Active Flag |
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Training Summary (Job Planning) (training_summary_jp.rpt) |
Uses job planning and displays progress bar in graphical format. ·Red indicates that users are between 0–33% completed with job requirements. ·Yellow indicates that users are between 34–66% completed with job requirements. ·Green indicates that users are greater than 66% completed with job requirements. Report includes: Job Name, Description, Employee Number, Full Name, Shift, number of required documents for the job, number of completed documents for the job, number of Incomplete training records for the job, % complete, and number of open training for documents assigned to the job. |
Job Job Active Flag User |
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Training Summary (User) (training_summary_user.rpt) |
Uses job planning and displays progress bar in graphical format. ·Red indicates that users are between 0–33% completed with job requirements. ·Yellow indicates that users are between 34–66% completed with job requirements. ·Green indicates that users are greater than 66% completed with job requirements. Report includes: Department Name, Employee Number, Full Name, Shift, number of required documents employee, number of completed documents for the employee, number of incomplete training records for the job, % complete, and number of open training for documents assigned to the employee. |
Department User User Active Flag Job Active Flag |