Implementation Data Validation Guide
Objective:
This guide is intended to provide suggestions for validating your data and configurations during each phase of the implementation.
How to Validate:
Use reports from the Settings section to compare system data. Test roles and permissions using test accounts. Take screenshots of the application. It is recommended to attach these reports and screenshots to your validation documentation.
Phase 3: Training Records/Course Validation
Objective: Validate training records, associated courses and documents, and user/role assignments.
Validation Items:
- Training records
- Assigned courses and documents
- User/role associations with courses
Recommended Reports:
- Course Assignments
- Training: Training Course Assignments Report
- Course Syllabus
- Training: Training Course Syllabus Report
Training Records Validation:
From the My Company Dashboard, review training compliance:
- Green: Compliant
- Yellow: At Risk / Coming Due
- Red: Past Due
- Center Percentage: Overall company training compliance
Click on sections to view detailed records. Use the “Show Completed Training” option to verify user completions and export data.
Training Permissions Testing
Use dummy accounts assigned to different roles/courses. Validate visibility and access. Screenshots are suggested for documenting successful validation.