Who is this article for?

Quality Management (Professional) users showing outstanding acknowledgements.

No elevated permissions are required.

Introducing a streamlined approach to tracking user acknowledgment of recently distributed Safety Documents. In the below article, three safety documents have been distributed, and now the focus is on generating a comprehensive report that highlights users who are yet to acknowledge them.

1. Finding the Safety Documents
2. Adding CopyHolders to the Report
3. Customising the Columns Displayed
4. Filter Only on Outstanding CopyHolders

1. Finding the Safety Documents

1. When searching for Distributed Documents please ensure the Active Register is selected
   • Alternatively, when searching for Unapproved Documents, select the Draft Register.
2. Next, select Advanced, and enter a search query as shown below:

3. This returns a list of Active, Safety Documents.

2. Adding CopyHolders to the Report

1. You can add more detail to the report using Nested Groups, Nested Groups allow some section from within the record to be included in the List Report.
2. To add CopyHolder as a Nested Group click View, then View Nested and CopyHolders.
3. Once added, the Nested Group can be expanded by clicking the plus icon  .

3. Customising the Columns Displayed

1. Columns can be added or removed by right-clicking the Column Header then dragging Column Labels onto the Report or back to the Selection Box.

4. Filter on only Outstanding CopyHolders

1. Now that we have used Ideagen Quality Management to collate our required data, we can use Report Designer to filer out any data redundant data. In our example we only wish to CopyHolders who have not Acknowledged the Document yet.
2. Click File then Report Designer.
3. Choose the Current View Report.

4. Click Design.
5. In Report Design select the CopyHolders Detail Band.

6. Click the > icon, then the elipses '...' next to Filter String.

 

7. You can now build your query to Filter out any Acknowledged CopyHolders.

8. Click OK to confirm.
9. Finally, click View, then Preview to see the end report.

10. The Report can then be Printed or Saved for future use by clicking the File menu.