Clinical One Training report

In this report, you view all the in-product training that users have assigned, either complete or incomplete, for Clinical One Cloud Service. This report provides information on whether users have completed appropriate system training before they take any actions in the system or not.

All users who complete training receive email notifications, but those emails are just for their own personal records. This report is useful for anyone who needs to look at training records for an entire study, to monitor training compliance and take appropriate follow-up action on outstanding training.

Tip:

You can use this report to produce evidence of training at the end of the study. You don't need to grab individual certificates for each user as all training records, for all study users, are included in this report.

While reviewing the report, you should be aware of the following requirements for training:

• As new features are made available, new training might become required and assigned.
• Some users might be able to enter data before they complete all their training.

  This behavior is expected as training is delivered to Clinical One Cloud Service users in real time, when they open a new tab or page. After users complete the training for the page, all functionality on the page is unlocked. Functionality on other pages, for which training is not complete, remains locked.

Modes

Available in all 3 modes: Testing, Training, and Production

Permission required to run the report

Any user who's assigned the Run the Training Report permission can generate this report.

Settings

Filter	Description
Training Completion Date	Choose a date range for the report. The report will include only the training records created during the date range. This also means that, if a training is complete but was completed outside of the selected date range, the training will show as Incomplete.
User Name	Choose one or more users to view only those users' completed training, or leave this filter as All to run the report for all users. Note: Reports filtered for a specific user will contain all the training data associated with that user, regardless of the user's status. Site users cannot view other site users' data when generating this report.
Location	Choose a site or depot to view completed training for that location, or leave this filter as All to run the report for all locations. Note: Reports filtered for a specific site only contain the data associated with all active users of that site.
File Type	Choose the output type for the report: CSV HTML PDF XLSX

Header

Note:

Fields that don't have any corresponding values are marked as N/A in the report.

Header Fields	Description
Customer Name	The name of the customer for which the report is being generated. This is the customer's name used to purchase the cloud subscription.
Study Name	The ID of the study for which the report is being generated. This is as entered by the study manager when they created the study.
Mode	The mode in which you ran this report. Possible values are: Testing Training Production
Training Completion Date	Period of time selected as part of the filters for this report to include the training records created during the date range.
Report Generated By	User name of the user who ran this report.
Created Date	UTC time and date of the current generated report.
Location	The location selected as part of the report settings, either a site or depot. If no specific location is selected, this field is not included in the report header.

User Training section

The user training section contains one table for each user in the report. As part of the table header you have the user name followed by the user's study role (in a separate row).

Fields in the User Training section	Description
Required Training	Each row is for a training video that is associated with the permissions the user has in Clinical One Cloud Service.
Training Completion Date/ Time	UTC time and date of when the user completed training. If the training is not complete (or if it is not completed during the selected time frame) this column displays Incomplete.
Training Effective Date	Date the user was first assigned the role and permission that requires the training to be completed.
Study Assignment Date	Date when a user was granted rights to the study, this can be after the training effective date.
Trainee Name	Name of the user assigned to this training in first and last name format.
Trainee Email	Email of the user assigned to this training as available in the system.