Reporting, Compliance Documentation, and Institutional Roles
Reporting and documentation
Compliance reporting answers who completed what, when, and against which content version. Reports are role-scoped: administrators export rosters and audit logs, compliance coordinators view assigned groups, and learners view their own records. Exports should include learner ID, course, version, completion date, score, and assignment date.
Institutional roles
- Administrator: provisions accounts, assigns groups, and exports reports.
- Compliance coordinator: maps requirements to learning paths and monitors overdue work.
- Coach: verifies staff assignments and escalates exceptions.
- Learner: completes content and attests to policy acknowledgments. Role changes can revoke access. Do not share credentials to work around a permission gap.
Worked example
An auditor asks for proof that five coaches completed recruiting education before a contact period. A dashboard tile shows 5 of 5 complete, but that tile reflects current group membership, not historical assignment. Reasoning: pull the completion report filtered by assignment date and course version. The report shows timestamps and the version completed; the dashboard does not. Attach the export and a short methodology note.
Traps
- Relying on dashboard aggregates for audit evidence.
- Exporting an unfiltered report and calling it complete.
- Sending learner-level records to unauthorized recipients.
- Documenting completion without the content version.