1. Log in to ZenQMS

2. Click on the Training Module on the lefthand side

3. Click on the Drop Down "My Training Dashboard" and select "Training: Trainee Records".

4. From the drop-down on the left hand corner labeled "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 left-hand 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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