Visits

This section is dedicated to allowing you to view, edit, and completely manage your training attendance through a simple yet robust interface.

In this section you can view, edit, and cleanup your attendance data for the Employee training.

This area can be viewed as All Session Logs or from My Session Logs. Here is the differences explained:

Displays all the Users or Employees that you have access to view the Session Logs for in AccuTraining. Employees with no Admin role will never be able to view this section.

Displays all the Session Logs for your own attendance in AccuTraining.

This can be done easily by clicking the Create Log button in the top left corner of the Session Log screen. Once there fill out and complete these fields to create an Session Log.

• Employee - Type the first 3 letters at least to get an Employee to show up and click to select that Employee.
• Location - This is the Location the Training Course took place in.
• Training Course - This is the Training Course that the Employee attended.
• In / Out - This is the times in and out that the Employee stayed for during the training. This will determine their status in the Training Course based on your account settings and rules for this Training Course. To add a time in or out do the following:
  1. Select either IN or OUT in the first drop-down menu.
  2. Click the date field and select a date on the popup calendar.
  3. Click the time field and type in the time or select one from the drop-down menu.
  4. Click the green plus symbol (+) to add the in/out swipe.
• Timeline - This is simply a view of the Employees Session Log that will be generated when you save this record.

After this is completed be sure to click the Save button at the bottom.

To edit an Session Log simply click on the name of the Employee which is easily identified as a teal highlighted link in the list of the Session Logs.

Once there you have all the same fields as if you were creating the log. You can change any of the information on the log including Employee, Location, Training Course, and add/remove In / Out swipes.

Notice that if you want to remove a In / Out swipe there is a red ball symbol (•) that you can click to remove the swipe.

As well If you want to add a swipe that is missing to the Session Log you can do the following:

1. Select either IN or OUT in the first drop-down menu.
2. Click the date field and select a date on the popup calendar.
3. Click the time field and type in the time or select one from the drop-down menu.
4. Then click the green plus symbol (+) to add the in/out swipe.

Finally be sure to save your changes to the Session Log by clicking the Save button at the bottom.

You can delete a log that may have been an error by simply clicking the Delete link on the far right side of the list of Session Logs on the Session Logs screen.

Alternatively you can also view the Session Log first by clicking the name of the Employee on the Session Log and then click the Delete Log link in the teal box on the top-right corner of the View Log screen.

In this section you can “Swipe a card” or “Scan a barcode” or simply “Type in a Card” from this screen. What is great is you can swipe Employees cards and set the Training Course, Location for the swipes, and even choose if signing people in or out.

Fill-out the following information to create a card swipe:

• Swipe Type - Set whether a swipe in or out.
• Location - Set the place where the training is taking place.
• Training Course - Assign the swipe in/out to a particular course.
• Card Number - This is where you swipe, type, or scan the barcode in.

Be sure to click the Save and Swipe Again to retain each swipe.

In this section you'll be able to see the individual swipes to determine when someone swiped in chronological order. If there are unknown swipes you'll see these as well as shown below:

By pressing the Filter Logs (Magnifying Glass) button on the top-right corner of the Session Logs screen you can quickly see any logs that may be an issue that you need to fix or for whatever reason you need to filter this list. Notice that when you do so you get a list of options to filter the Session Logs.

To correct the issues in AccuTraining Session Logs there are several errors that can occur in Employees attendance.

• Search - Use this area to enter text specific to what you are searching for in the Session Logs.
• Search in: - Use this option to limit the areas of AccuTraining the search looks into for the Session Logs.
  • All Results - The default option not filtering the search on any specified area.
  • Assigned Tasks - The option to filter Session Logs related to a specified Assigned Task.
  • Tasks - The option to filter the search related to a specified Task.
  • Task Packs - The option to filter the search related to a specified Task Pack.
  • Task Types - The option to filter the search related to a specified Task Type.
  • Departments - The option to filter the search related to a specified Department.
  • Training Courses - The option to filter the search related to a specified Training Course.
  • Locations - The option to filter the search related to a specified Location.
  • Session Logs - The option to filter the search related to a specified set of Session Logs.
  • Swipes - The option to filter the search related to a specified set of Swipes.
  • Training Plans - The option to filter the search related to a specified Training Plan.
  • Terms - The option to filter the search related to a specified reporting Term.
  • Employee/User Groups - The option to filter the search related to a specified Employee/User Group.
  • Users (all) - The option to filter the search related to a all Users.
  • Users (only administrator) - The option to filter the search related to a Users with the Administrator security role.
  • Users (only employee) - The option to filter the search related to a Users with the Employee security role.
  • Users (only operator) - The option to filter the search related to a Users with the Operator security role.
  • Users (only custom role*) - The option to filter the search related to a Users with a Custom security role.
    *This option will not appear if no custom roles have been created in AccuTraining.
• Date - Start - Use this option to specify a Start Date of the search time period.
• Date - End - Use this option to specify a End Date of the search time period. This option can be omitted to go until the current time.
• Card # - Use this field to filter on a specified Card Number in the Session Logs.
• Employee/User - Use this field to filter on a specified Employee/User in the Session Logs.
• Location - Use this field to filter on a specified Location in the Session Logs.
• Training Course - Use this field to filter on a specified Training Course in the Session Logs.
• Status - If you click on the corresponding option in the Status drop-down you will see Session Logs that match the following criteria:
  • Not Signed-In - This is where an Employee forgets to swipe in for a Training Course.
  • Not Signed-Out - This is where an Employee forgets to swipe out for a Training Course.
  • Stayed Less than Required - This is where an Employee stays signed in for less that the required presence for a Training Course.
  • Out of the Course - This is where an Employee signs into a Training Course that they are not registered to attend.
  • Other Invalid - This is where an Employee has an error in swiping for a Training Course. Examples: An Employee signs-in twice, an Employee signs-in and out but then signs-in again but finally forgets to sign-out, etc.

Once you've set all your search parameters simply click the Apply Filters button to see what results you get. Realize you may have to adjust them and click this button several times before you get to see exactly what you are looking for in the Session Logs.

This area allows you to quickly see what Employees are signed-in to a particular Training Course and/or Location. In addition to viewing them you can also sign them all out or sign-out an Employee individually. A newly added tool is Random Pick used for random selection option which can be great for door prizes, random assignments selection, or other selection reasons.

You can sort and filter the Who's In list as much or as little as you want to get the view exactly how you need it. These can be filtered based on a specific Location or Event and sorted based on Sign-in times, First names, or Last names.

Sign-in Stations allow you to setup a designated computer that your Employees can Sign-in on to be credited for attendance. This can be setup via a web-enabled device using a browser such as on a Desktop PC, Laptop Computer, and/or a tablet or mobile device.

1. Fill out the Sign-in Station information.
   • Station Name: This can be whatever you want to name the Sign-In Station. you could use the room name and the number of the Sign-in Station like Auditorium-Station01, Auditorium-Station02, Auditorium-Station03, or RM101-Station01, RM101-Station02, etc.
   • Instructions: This can be more detailed instructions but remember to keep it simple and short because the more information you have will make the Sign-In box appear lower on the screen.
     • Mode: - This gives you 2 available options Manual and Kiosk mode explained below:
       1. Manual - This allows the Employees to set whether they are signing in or out for their swipes.
       2. Kiosk - This allows the AccuTraining software to determine whether the swipe is a in or out.
   • Admin Passcode(optional): Enter an Admin Passcode to manage this Sign-in Station. If you do not want to add an Admin Passcode then you do not have to.
   • Location (optional): Set the Location where the Sign-in Station will be used.
2. Click the Save & Install Here or the Save without Installing button.
   • If you want to make this PC a Sign-in Station then click Save & Install Here otherwise if this is not the PC you want to make a Sign-in Station click Save without Installing.

The Sign-in Stations you've created should now appear in the list of Sign-in Stations.

1. Click Delete on the end of the Sign-In Station listing to remove the Sign-in Station.

1. Click Uninstall button above the Sign-In Station list.

When you return to the home screen you should simply Logout in the top-right corner to switch to sign-in station mode. Click your name and then select Logout.

Here is a sample sign-in screen:

In this section you can access all the Reports for AccuTraining. Here is a list of the available reports with a brief explanation of each type and individual report:

These are reports that show the Session Registration to your Training Courses.

Shows the registration and the attendance for a specific session.

These are reports that show the Training Plans status by the Employee Groups assigned or individuals.

Displays the training progress for everyone in a plan.

Displays the training progress for a specific employee.

Lists all users in the system, including name, card number and email address.

Lists all users in the system, including name, card number, email address and tags.

Lists all staff members in the system, including name, card number and email address.

Lists all the users in the system with their corresponding security permissions.

These are reports that show the visits/swipes/attendance in the Training Courses in many various ways. Some are summaries while others are detailed so run them to see which meet your reporting needs.

Shows the general stats of a specific location.

Shows the attendance information of an employee.

The report gives you a summary of the number of non-unique students seen and total time.

Provides detailed information about students and their attendance. The report lists each student. Under the name, it lists the classes this student attended. For each class, the report lists the attendance sessions (sign-in date and time, sign out date and time, and time spent).

This report lists users' first visits.

This report shows user sessions with comments.

Lists each user that visited the location(s) during the reporting period. For each visitor the report shows the number of visits, the date and time of his or her first visit, the date and time of his or her last visit, and the average visits' time.

The report gives you an executive summary of visits to a location, including number of open days (any day with at least one sign-in is considered an open day), number of services offered, number of users served, total contact hours.

This report lists each user that didn't visit your center during the reporting period.

These are reports that show the Task Plan progress by the individuals assigned these Tasks.

Shows the tasks assigned to the students, the assigned date, deadline date, whether the item was completed, and if so, the completion date. You can also see total items assigned per student, the overall completion rate, and the percentage of items that were completed within the deadline.

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