Note: All supervisors assigned to users can access their direct reports dashboard.

 

Log in to ZenQMS and click on the Training Module on the left hand side. Click on the dropdown titled My Training Dashboard and select Training: Trainee Records.

 

From the dropdown on the left hand corner titled Just Showing Myself, select My Direct Reports:

direct_reports.png

 

From here, you are able to do the following:

 

  • View all of your direct reports in an alphabetical list by first name
  • View your Direct Report's training status
  • Drill into a user's Dossier by clicking on the hyperlinked percentage under the title Training Status
  • Export the table into a CSV or Excel Workbook

 

You can also view your direct reports' training records by selecting Whole Company from the same dropdown box in the top lefthand corner under Training: Trainee Records and entering your name as the Supervisor under the Supervisor column:

whole_company.png

 

From here you can:

 

  • Download multiple dossiers by checking the boxes next to the names of the employees you want to download dossiers for and click on the Group Actions tab and selecting Download Dossier PDFs
  • Export the table into a CSV or Excel Workbook
  • Drill into a user's Dossier by clicking on the hyperlinked wording Dossier on the left-hand side of the user's name

 

 

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