How Can I Resolve Discrepancies in Training Records in Atlas?
Discrepancies in training records, such as courses showing as Pending despite being completed or Passed, can occur in Atlas. These issues may also result in mismatches between the dashboard and reports or cause unnecessary reminders to be sent. This article provides an overview of common causes and step-by-step instructions to resolve these issues.
Common Causes of Training Record Discrepancies
Archived vs. Active Records: A completed training may be marked as Passed in the Archived section while an active (Pending) assignment with an expiry date remains in the Active section. This mismatch can cause discrepancies in reports and dashboards.
Re-invited Training: If a user is re-invited to a training or the training is re-sent, it can create an additional Pending assignment alongside the Passed record.
Step-by-Step Resolution Process
Follow these steps to correct discrepancies in training records:
Verify the Training Record: - Navigate to Manage Training → Training Reports. - Search for the course and the employee. - Change the filter from “Active” to “Archived” to locate previously completed items and confirm they are marked as Passed.
Correct the Assignment: - If the training appears as Passed in the Archived section but is still Pending in the Active section: - Select the Pending training with an expiry date. - Click Undo Assign to remove the Pending assignment.
Refresh the Record: - Refresh the employee’s training record. The Passed training will move from Archived to Active, aligning the dashboard and reports.
Preventative Measures
Avoid re-inviting users to the same training unless necessary, as this can create duplicate assignments.
Regularly review training reports to ensure records are correctly categorized as Active or Archived.
By following these steps and preventative measures, you can effectively resolve and avoid discrepancies in training records in Atlas.