How to use completion reports

Overview

The Completion reports are the backbone of the reports within IOMAD. There are different ways of viewing them, and IOMAD stores all of the completion reporting information in a separate data archive from the core Moodle completion reports, which allows all reporting on the complete history of all of the courses a user has completed, even if they have been cleared down from the course and have subsequently retaken it.

Completion reports are all interlinked, meaning that clicking on a course name will show the completion report for that course and clicking on a user’s name will show the completion information for that user. This allows you to move through the pages naturally without having to go back to the dashboard again and again.

Completion report by course

See Completion report by course.

The Completion report by course is the main page for all completion reports. It lists all of the courses available to the tenant in a graphical format, showing the number of users who have completed them, are in progress, or (if you are using licenses), have not yet started them. If you are using licenses, it also shows how many licenses have been used and unused for each course.

If you are using licenses, it also shows how many licenses have been used and unused for each course. You can filter this report by course name, department or date, and you can change what information is displayed by using the various option buttons and drop-downs along the top.

Report tips

You can filter this report by course name, department or date, and you can change what information is displayed by using the various option buttons and drop-downs along the top.
Clicking on the Course summary button for one of the courses will show the course completion details for that course.
A course summary lists all of the users, when they started the course, completed the course, their current course grade and, if you have set a training valid length in the IOMAD course settings page, when the training expires
You can also download all of the certificates for all of the users who have completed the course, manually clear the user from the course (to allow them to retake the same course), and revoke any unused licenses, if these are required to access the course.
If you are using licenses, clicking on the license name will take you to the User license allocations report.
Clicking on the user’s name will take you to their course completion report. This report can be filtered by department, and you can search for users using the User search fields drop-down menu.
If you click on the Edit mode button then you get this view:

Here, you can change the stored dates and grades for users as well as regenerate the user’s saved certificate (e.g. if they changed their name) and purge any unwanted entries completely from the report data archive.
To get back to the initial screen, click on the Completion report by course button.

Completion report by user

See Users report.

The Users report gives the same completion information as Completion report by course, but from a user-to-course rather than a course-to-user point of view.

Report tips

Here, you can filter the users by department or search for them using the drop-down or Initials bar.
Clicking on the user’s name will display all of the courses they have been allocated and their completion status in the same format as the course completion report.

If you hover over the Status bar, the tooltip shows the status of all of the course completion requirements for that course.
Just like the Completion report by course, you can clear the user from the course to allow them to retake the same course and download their certificates.
If you click on the Edit mode button you get this view:

Again, like the Course completion report, you can update the user’s current settings, regenerate their certificates, and purge any unwanted entries.

Clicking on the Add a new entry button (which should now be showing) allows you to manually add a completion record for the user without them having to undertake the course.

Fill out the details as required, then hit save to add it to the data archive.
You can get back to Completion report by course by clicking on the button.

Completion report by month

See Completion report by month.

The Completion report by month provides a graphical representation of all course completions, either for all courses or a single course, over a period of time.

Report tips

You can select a single course or all courses from the drop-down and define a start and end date to display. The report will then show the totals for each month for that period.

Compliance overview report

See Completion overview report.

The Completion overview report provides a complete compliance overview of users and the courses allocated to them. Using colour, it notifies you of courses that users are in the process of completing, courses that are completed and in date, courses that are complete and about to expire, and courses that have expired. This gives managers an at-a-glance view of users and whether they are meeting their fit-for-work requirements.

Report tips

You can search for one or more courses, filter the users by department or User search drop-down or Initials bar, and change the view to highlight only courses for which there is a valid length defined. You can also switch between the RAG view and a text view.

Colour code		Description
	Grey	The user has never been enrolled on this course.
	Blue	This course is in progress - the user has started, but not yet completed the course.
	Green	The user has completed this course, and their training is within date.
	Amber	The user has completed this course, but their training is due to expire soon.
	Red	The user has previously completed this course, but their training has expired.

Hovering over any of the colour indicators will provide a tooltip which lists any dates that a user met the defined course completion criteria on.