Reporting

EHS Owner Reporting

CSM Reporting allowed EHS Owner Companies to track training records, the Contractor Companies they have invited, and their curriculum.

• Training Reports: This allows EHS Owner companies to track the training records of the Contractor Companies they manage.
  1. Select CSM
  2. Then select Training Reports
  3. Select either Company, Division or Account

• Contractor Companies: This allows EHS Owner companies to view the people details of the Contractor(s) and what they are currently assigned.
  1. Select CSM
  2. Then select Contractor Companies
  3. Select either Company, Division or Account
  4. Select View People Details

• Curriculum: This section offers three reports; Skillset Components, Skillsets Assigned to Learners and Skillset Status, which allow EHS Owner companies to view and track the skillsets assigned to the Contractors.
  • Skillset Components
    
    1. Select New Report
    2. This will allow to create a custom report adding in fields, grouping, sorting, filters, etc.
  • Skillsets Assigned to Learners
    1. Select New Report
    2. This will allow to create a custom report adding in fields, grouping, sorting, filters, etc.
  • Skillsets Status
    1. Enter in Learner and Skillset filters
    2. Select Skillset(s) from the drop-down menu
    3. Select Run Report
       1. This will display learners assigned to the selected skillsets, their percentage complete and summary. 

Contractor Admin Reporting

CSM Reporting also allows Contractor Administrators to track training records as well as view a history of Contractors who have scanned in. 

• Training Records: This allows Contractor Admin companies to track the training records of the Contractor(s) they manage.
  1. From the desktop select Reports
  2. Then under Training records, select All Records
• Scan History: This will display all of the Scan History for the company, and who they have scanned in.
  1. From the desktop select Reports
  2. Then under Scan History, select All Records