ENHANCEMENT: Reports Utilize Improved Person-to-Person Scoping Logic
By Sarah Robinson


On June 9, 2019, LatitudeLearning enhanced the LMS reporting engine with improved scoping logic for Person-to-Person structures, allowing managers and administrators to export training history for everyone on their team. 

To better understand the goals of this enhancement project, let's review how user data drives employee oversight in the My Team and Reports features.

Person-to-Person Reporting Structure

To grant a user administrative or managerial oversight, Portal Administrators can choose between two different types of reporting relationships between LMS users: a Position Code hierarchy or a direct Person-to-Person structure. The Position Code hierarchy uses a combination of Position relationships and Organization assignments to determine who is responsible for managing others at any given location. With Person-to-Person reporting, a user may have zero, one, or multiple managers across multiple locations, reflecting the way many organizations are structured today. 

To honor the true nature of a Person-to-Person Reporting Hierarchy, both the My Team  dashboard and the Reports  engine now consider the combination of Manager Relationships and user's highest Role assignment to determine their list of employees. This new scoping logic allows managers to assign goals, approve course enrollments, and track learning progress for any person they are responsible for training, regardless of their Position or Organization assignments. 

Remember that a user's Role assignment affects their training responsibilities and LMS experience. In the Person-to-Person hierarchy, LMS Roles fall into one of two categories:

  • Administrator = Portal Administrator, Administrator, Instructor, Location Administrator
  • Manager = Location Manager, Student

A user’s highest role assignment at each organization will control how their user lists are scoped:

  • Administrators will see all users at their assigned Organizations. User search components should disregard the administrator’s Position Code and Manager Relationships so that they can search, manage, and train all users in their organization tree.
  • Managers will only be scoped by their personal reporting hierarchy; ignoring Organization scoping in all user list components and displaying everyone who falls under their Manager tree.
  • Users who have a combination of administrator profiles and direct reports will see a unified employee list across the organization structure. Meaning, people assigned the role Location Administrator, Administrator, Instructor, or Portal Administrator will continue to see an list of all users at their training Organization, plus their direct reports (via Manager Relationships) across the LMS structure.

To accommodate this flexible reporting structure, we updated custom report Filters and Results data to provide all training records for your active employees. Note that "Classic Reports" were not updated with this enhancement.

Default Team View Shifts from Organization to Direct Reports

Training coordinators who use the My Team  dashboard to manage their employee records, training Goals  , and Pending Approval  requests will notice their default view has changed from a location employee list to their list of direct reports across all organizations. This filter update makes it easy to track progress and remove obstacles for your team, no matter how many locations they span. 

Continue to use the Filter   component to refine your team views by Organization, Position, or User criteria. Apply "None" to see all. 

Categories: categoryLMS Update

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