In this guide we will cover how to run the Quality Assurance:
Navigation
ℹ️ Whilst referred to Quality Assurance in this guide, your organisation may use alternative terminology such as Monitoring or Observations.
To run a report, Navigate to People Development > Admin > Reports
❗If you do not have 'Reports' within your admin section, potentially you will not have been given this access. Please contact your primary user for the organisation and they will be able to grant you the access.
1. Record Totals Report
This report provides numerical data such as number of quality assurance records completed by individuals or for individuals, the number of submitted records and the number of records still in draft. This information may be useful when moderating your processes around quality assurance in your setting.
- Select the 'Quality Assurance Record Totals Report'
- Choose either an academic year or a custom date range for your report.
- Choose either individual people, groups or standards levels
- You can then choose additional filters like a particular form you would like to report on or if you exclude self created forms.
- Finally in the bottom right you can either export the report directly to a CSV file or submit it and it will display in your browser
2. Records Report
This report provides highly detailed and exportable reports on the specific quality assurance that is taking place across your organisation which links to organisation objectives.
- Select the 'Quality Assurance Record Report'
- Choose the specific Quality Assurance Form that you are looking to report on
- Choose either an academic year or a custom date range for your report.
- Choose either individual people, groups or standards levels
- From here you have multiple optional filtering
- Quality Assurance Record Form Section - Select a Section to only return Scores, Comments and Descriptors associated to that Section of the Quality Assurance Record Form
- Created By you - Select whether you want to filter by only forms you have created
- Individual by - Select whether you want to filter by only forms created by an individual person
- Additional Individual Present - Select whether you want to filter by whether an additional Individual was present or not
- Submission Status - Select whether to limit results by whether it is submitted or not
- Self Quality Assurance Records - Select whether to limit results by whether it is a Self Quality Assurance Record or not
- Objectives - Select organisation/group objectives to only return Quality Assurance Records that are linked to them.
- Areas for audit - Select audit areas to only return Quality Assurance Records that are linked to at least one of the selected areas.
- Group Results - Select data to group your results by. 'No Grouping' will present all results into a single table.
- The Next Section is regarding the fields which are featured in the report. You can tick and untick as many as needed.
- Finally in the bottom right you can either export the report directly to a CSV file or submit it and it will display in your browser
3. Record Visual Report
If you have included numerical or descriptive scales within your quality assurance template this report will provide you with interactive, graphical representation of the headline data allowing you to visualize the records across your organisation before clicking into the data to access more granular information. The options and how to create this report is the same as the previous section.