Compliance Assignment Summary by User report - Percipio Job Aid

Joe Venn
Joe Venn
EXPLORER
edited May 2023 in Compliance

Hi community, I'm hoping to not reinvent the wheel... has anyone created a job aid for managers (manager role) or admins to help them make best use of the Compliance Assignment Summary by User report, available in the Percipio reports menu for customers who utilise both Percipio and Percipio Compliance, that I could repurpose for my organisation?  I would be very gratefully to anyone willing to share their document. 
Many thanks, Joe

Comments

  • Robbyn McGrath
    Robbyn McGrath
    NAVIGATOR
    Third Anniversary 10 Comments Photogenic 5 Likes
    edited May 2023

    In case it is helpful, here is the documentation within the Knowledge Base on this feature. Might help when building out a guide for your managers. Compliance Assignment Summary by User Report (skillsoft.com)

    I'll ask a few clients that I know who are using it if they have created anything. 

    ------------------------------
    ROBBYN MCGRATH (she/her/hers)
    Manager, Customer Success | Skillsoft

    Robbyn.McGrath@Skillsoft.com
    M: 506-440-6355
    Skillsoft Support: 1.866.754.5435 | Helpdesk Chat


    www.skillsoft.com
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 05-04-2023 03:49
    From: Joe Venn
    Subject: Compliance Assignment Summary by User report - Percipio Job Aid

    Hi community, I'm hoping to not reinvent the wheel... has anyone created a job aid for managers (manager role) or admins to help them make best use of the Compliance Assignment Summary by User report, available in the Percipio reports menu for customers who utilise both Percipio and Percipio Compliance, that I could repurpose for my organisation?  I would be very gratefully to anyone willing to share their document.
    Many thanks, Joe

  • Joe Venn
    Joe Venn
    EXPLORER
    edited May 2023

    In case it is helpful, here is the documentation within the Knowledge Base on this feature. Might help when building out a guide for your managers. Compliance Assignment Summary by User Report (skillsoft.com)

    I'll ask a few clients that I know who are using it if they have created anything. 

    ------------------------------
    ROBBYN MCGRATH (she/her/hers)
    Manager, Customer Success | Skillsoft

    Robbyn.McGrath@Skillsoft.com
    M: 506-440-6355
    Skillsoft Support: 1.866.754.5435 | Helpdesk Chat


    www.skillsoft.com
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 05-04-2023 03:49
    From: Joe Venn
    Subject: Compliance Assignment Summary by User report - Percipio Job Aid

    Hi community, I'm hoping to not reinvent the wheel... has anyone created a job aid for managers (manager role) or admins to help them make best use of the Compliance Assignment Summary by User report, available in the Percipio reports menu for customers who utilise both Percipio and Percipio Compliance, that I could repurpose for my organisation?  I would be very gratefully to anyone willing to share their document.
    Many thanks, Joe

    Thanks Robbyn. I did create something but it's just too technical so want to create something more visual and appropriate for a leader audience. I'm searching internally for expertise in creating infographics but no luck so far. Would love to hear what other customers do so that their people leaders are supported and clear about this report. Want to do the same for Leaders creating Assignments for their direct reports too, but that's for Percipio rather than Compliance. 

    -------------------------------------------
    Original Message:
    Sent: 05-04-2023 08:54
    From: Robbyn McGrath
    Subject: Compliance Assignment Summary by User report - Percipio Job Aid

    In case it is helpful, here is the documentation within the Knowledge Base on this feature. Might help when building out a guide for your managers. Compliance Assignment Summary by User Report (skillsoft.com)

    I'll ask a few clients that I know who are using it if they have created anything. 

    ------------------------------
    ROBBYN MCGRATH (she/her/hers)
    Manager, Customer Success | Skillsoft

    Robbyn.McGrath@Skillsoft.com
    M: 506-440-6355
    Skillsoft Support: 1.866.754.5435 | Helpdesk Chat


    www.skillsoft.com
    ------------------------------

    Original Message:
    Sent: 05-04-2023 03:49
    From: Joe Venn
    Subject: Compliance Assignment Summary by User report - Percipio Job Aid

    Hi community, I'm hoping to not reinvent the wheel... has anyone created a job aid for managers (manager role) or admins to help them make best use of the Compliance Assignment Summary by User report, available in the Percipio reports menu for customers who utilise both Percipio and Percipio Compliance, that I could repurpose for my organisation?  I would be very gratefully to anyone willing to share their document.
    Many thanks, Joe