RBC Campus Reports - DOC by pkf10413


									RBC Campus Reports
Managers – How To Find Out Who Needs To Do What On Your Team

This job aid outlines how to pull a detailed spreadsheet of data which will allow you to find out quickly what
the due dates are for the training requirements of your team. In the spreadsheet format, you can sort
according to individual or learning activity that needs to be completed.

Here’s how to pull the report:
    1. Go to RBC Campus, click the Reports tab
    2. Select the Learning Needs Report
    3. Choose on whom you’re pulling the report. Self is just you; Direct employees is your direct reports,
       All employees is everyone who reports to you down the reporting chain, All includes you in the
       complete reporting chain. (If you do not have people reporting to you, you will not see this line.
       When you pull the report it will be just for yourself.)
    4. Choose Local File so you can save it. Browser if you want to look at it on your screen.
    5. Choose Excel for a data report you can sort. The PDF version looks nicer but you can’t manipulate
       the data.
    6. Usually you leave Group selected as Learner. Experiment though. (You can also enter Required Dates
       “From” and “To” if you’re looking for a specific time period.)
    7. Required Date is the simplest option if you’re pulling an excel report. Expiration Date and Days
       Remaining sort the columns differently.
    8. Click Run Report. This takes you to a new browser.
    9. You must SAVE the report before you can open it. It’s helpful if you include a date in the file name.

Opening and Saving the report:
     Open the report. Depending on how many people are included and how complicated their learning
      plans are, there may be a lot of data.
     When you saved the report, it was saved as a “csv” file. You’ll want to save it as an Excel
      Spreadsheet so you can save your formatting. On the menu at the top of the screen, click File and
      then Save as. In the pop-up change the bottom Save as type selection to Microsoft Excel
      Workbook (*.xls), change the File name and click Save.
     To make sorting easier, you can put a “filter” on the row at the top of the spreadsheet: 1. Highlight
      the top row in the spreadsheet. 2. In the menu at the top of the screen, go to Data, select Filter,
      click Auto Filter. This gives you little drop-down arrows in the row. First sort might be on Days
     To make scrolling through the data easier, you can “freeze” the top bar so it always stays at the top.
      To do this: 1. Highlight the row BELOW where you want the title bar to freeze. 2. In the menu at the
      top of the screen, select Window and then Freeze Panes.

Reading the report – the important fields are bold:
     User ID is the person’s employee number. The person’s name
     Title is useful when you are looking to see who has completed a particular course. For a course
      where people in your group might be doing different versions (such as Anti-Money Laundering),
      sorting the column in Ascending order is quickest.
     Assignment type: compliance training and formal learning plans are usually required. The field can
      also show Optional or might be blank.

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 Assignment Date is the date on which the learning was assigned to the person. If the date is blank,
  the learning was probably added by the person to their Learning Plan from the Catalogue
 Required by Date is the date on which the learning needs to be completed. A blank indicates the
  training has no date by which it needs to be finished. This is seen in items that are “Optional” when
  assigned in a curriculum, or pulled from the Catalogue and added to the learning plan by the person
  or their manager.
 Expiration Date is the date on which the person will lose access to the learning on RBC Campus. This
  field is usually blank unless the content is licensed or the Learner only has a limited amount of time
  in which to start and finish the learning.
 Days Remaining counts down to the Required by date. Negative numbers indicate something is
  overdue and needs to be followed-up. If the field is blank, it is because it is the person’s first time
  doing the learning; you will frequently see the field blank for new hires.



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