19-TRANSCRIPTS

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  • Log into E-Track EveryOne.

  • Change your login mode to "Manage Trainees".

  • Click on the  tab.

  • Type the person's name into the Last Name and First Name fields, then click on the blue arrow  icon, OR with the name fields empty, click on the arrow  icon for a list of everyone for whom you have privileges.

  • In the search results, click on the underlined name of the individual for whom you wish to print a certificate.

  • From the left-side menu, under Show Me: click on This Person’s History.

  • From the left-side menu, click on This Person's History.

  • From the left-side menu, click on Learning Transcript.

  • On the resulting screen, assign Learning Transcript Criteria:

    • Sort Option: Select either to sort by Learning Title or by Date. (Most frequently you’ll want to sort by date.)

    • First Date: If sorting for a specified period of time, type or use the calendar  icon to assign the start date for the desired time period.

    • Last Date: If sorting for a specified period of time, type or use the calendar  icon to assign the end date for the desired time period.

      • Leave date fields blank if you want an entire training history.

    • Completions/All History Statuses - The default setting is to run the report for Completions statuses only. Click on the radio button for All History Statuses if you wish to select this option.

      • Completions – results will include only training sessions for which the trainee has the status of either Complete or Complete-No evaluation.
      • All History Statuses – results will include all training statuses: Complete, Complete-No evaluation, No-Shows, Cancellations, and Incompletes.
    • Include Supplemental History - The default setting is to include supplemental (non-OCWTP) training on the transcript. Click to uncheck the box if you  want to see only OCWTP training.

    • Include External History - The OCWTP does not currently use External History functionality.

    • Export Format – For best results, click in the field and change the export format to Adobe Acrobat (PDF).

    • Click on .

      • Once the report opens in Adobe Acrobat, you can elect to either print the report or save it as an Adobe Acrobat document:

        • To print - In the upper-right corner, click on the printer  icon, change printer settings if necessary, and .

        • To save - In the upper-right corner, click the download icon, assign a file name, and .

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