The compliance apps in Access Evo are designed to monitor training and compliance across multiple sites. These apps pull data directly from Access LMS Evo, filter it, and highlight key issues using a RAG (Red, Amber, Green) rating system, making it easy to identify and address compliance risks.
Line managers, administrators, and super administrators can add these apps to an Access Evo dashboard. Once added, each app displays data for users within the relevant reporting scope.
Only users registered by an administrator, line manager, or via a registration rule appear in the compliance apps.
Compliance is tracked using mandatory training categories configured in Access LMS Evo. Three apps are available for dashboard use, as outlined in the table below.
Name | Description |
Compliance score - overall |
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Compliance scores for all courses by Site |
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Compliance scores for all courses by Staff |
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Prerequisites for using compliance apps
To use the compliance apps, the following must be completed first:
Add and set up the Compliance Apps to an Access Evo dashboard. Add each app multiple times if needed. For example, to set one up for each mandatory training category available to the organisation.
Configuring the compliance apps
📌 Note: The initial configuration process is identical for all compliance apps.
Select which Mandatory Training category you want the app to monitor from the Data drop-down options.
Under RAG Settings, adjust the % to set the parameters for the RAG (Red, Amber Green) status for the app you're adding.
Use the three-dot menu to further filter the app. The filtering options available on this menu vary depending on the app you've opted to add.
Click Finish to save your settings.
The compliance app added shows the percentage compliance with appropriate RAG status. Use the three-dot menu at any time to adjust set filters for the compliance apps added.
Frequently asked questions
How do the compliance apps define what is and isn't compliant?
The compliance apps use the certificate expiry date on a module or course to determine whether a user is compliant or not. In other words, if they've not been awarded the certificate, or if the certificate has expired, then they aren't compliant.
If an awarded certificate doesn't have an expiry date, then the relevant entries show as No Expiry.
Is there any difference between a user self-registering to training versus being registered to it by an administrator, line manager or registration rule?
Yes, since it's assumed that users are assigned mandatory training to complete, rather than registering themselves to it.
A user (including administrators) who self-registers to training, which has been set up with a certificate, doesn't appear in the compliance apps.
A user who is registered by an administrator, line manager or via a registration rule, does appear in the compliance apps.
If a user's certificate expiry is approaching, when would they appear as amber instead of green?
By default, users appear as amber if the certificate expiry is within 4 months of expiring. This doesn't mean they aren't compliant, but that they will be within 4 months.
What does the grey icon on the compliance apps represent and where does the date come from?
If the grey icon is showing on an activity within the compliance apps, it represents that a grace period has been enabled to exempt the registered users from reporting until they've completed the training, or the due date has passed.
Why can a user only see themselves on the compliance report?
Once a user gains access to compliance reports, they can view employees according to their reporting scope.
Why are users missing from the compliance apps after filtering by organisation unit?
The compliance apps display data from the first level of the organisation unit structure as filter options. This means that if users are assigned to sub-units, they don't appear when filtering by organisational unit in the app.
We understand this may impact how you use the app, and we welcome your feedback. If you'd like to suggest improvements or request enhanced filtering capabilities, please submit your idea via our ideas portal.