Employee Self-Access to Transcripts
Employees can view their own transcripts through the Track section on their dashboard. This section displays all completed education and courses, including certificates available for download. However, there is no built-in option to print the entire Track page as a single transcript.
Step 1: Access Reports
On desktop: Look for the Reports section in the left-hand sidebar.
On mobile/tablet: Tap the menu icon (☰) and select Reports from the list.
Note: Access to the Reports section may vary based on user roles. Supervisors and Admins have permissions to view and manage reports, while employees have limited access.
Step 2: Navigate to Activity
In the Reports section, click on Activity.
Choose the provider or facility from the list.
Employees will be displayed alphabetically.
Step 3: View Individual Transcripts
Find the employee you need, then click the Actions icon next to their name.
This will show you the education assigned to that employee for the time frame selected.
Step 4: Filter by Due Date and Course
In the upper-right corner, use the date picker to filter the transcript by due date or completed date:
You can select a custom date range or use preset options like “This Month” or “Last Month.”
Click APPLY
You'll also want to review the course filter and select the course(s) you want to search
📅 How the Date Range Picker Works
The date range picker allows you to narrow your report results to a specific time frame.
Select a start date (e.g., June 1)
Select an end date (e.g., June 30)
The system will then display only the courses with due dates or completed dates that fall within the dates you’ve chosen. * Note: completed dates are only going to show courses completed.
Step 5: Download the Transcript
Once the transcript is visible, you'll see the option to download the report directly.
This can be helpful for record-keeping, compliance, or audits.
You will also have the option to filter your report and add/remove titles from your report
Supervisors and Admins can also export transcripts to Excel for further analysis or printing.
Printing Limitations and Workarounds
If a built-in print option is unavailable, consider these alternatives:
Export the transcript to Excel and print it from your computer.
Copy and paste the transcript content from the Track page into a document for printing.
Take a screenshot of the Track page and print the screenshot.
If you have any issues accessing reports or locating specific transcripts, please reach out to our support team.
