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View Progress Reports

Viewing Progress Reports

Readiness to Practice Indicators Progress Report

  1. Log in tointo Engage
  2. Click on Menu in top right hand navigation pane
  3. Click on Reports menu item
  4. Select RPI Progress Report
  5. Update the report selections to filter your data based on your needs
    1. Choose the RPIItem GroupType: Select All Resources
    2. Select Hospital
    3. Select Unit to filter by unit of the Preceptee at time of RPI tracking optional
    4. Select RPI Progress
    5. Select First Shift Between if you want to filter by start date of RPI optional

    6. Select Status to filter by status of(Not theStarted, PrecepteeIn atProgress, timeValidated, of RPI tracking optional

      etc.)

    7. IfSelect youRole want to Exclude Items in Progress to hide items that are still in progress, check the checkbox
    8. Select
      If you want to Exclude Disabled Accounts to hide items check from users that are not longer active, check the checkbox
      Hospital/Unit
    9. Select
      If you want to Show only overdue items to show items where the assessment date is past due, check the checkbox.
      Cohort
  6. Click Filter button
  7. The report displays the following fields:
    1. Active displays Yes for active users and No for inactive users
    2. First Name
    3. Last Name
    4. Status is the status of the Preceptee at the time the RPI group was applied to them.
    5. Unit is the unit of the Preceptee at the time the RPI group was applied to them.
    6. First Shift is the shift date entered by the Preceptee or Preceptor before validation.
    7. Assigned Date is the date the RPIs were assigned to the Preceptee.
    8. Assessment Date is the due date selected for the profile item.
    9. Completed Date is the date the RPIs were completed.
    10. Days to Complete is the total days taken to complete RPIs. Time to complete = Completed Date - First Shift
    11. Finalized displays a checkmark if the RPI group is 100% complete.
    12. RPI State displays the current phase or state of the RPI progress.
  8. To export the report to PDF, click the Export to PDF button.
    button
  9. To export the report to CSV, click the Export to CSV button.button

Competency Progress Report

  1. Log in tointo Engage

  2. Click on Menu in top right hand navigation

     pane

  3. Click on Reports menu item
  4. Select Competency Progress Report
  5. Update the report selections to filter your data
     based on your needs
    1. Choose the Competency Group
    2. Select the HospitalItem Type: Select All Resources, Nurse Development Resources or your Organizational Resources

    3. Select UnitCompetency toType: filterSelect byAny, unitCompetency ofGroups, theor PrecepteeIndividual at time of competency tracking optional

      Competencies

    4. Select Competency Progress

    5. Select Assigned Date Between if you want to filter by start date of competencies optional
    6. Select Status to filter by status of(Not theStarted, PrecepteeIn atProgress, timeValidated, of competency tracking optional
      etc.)

    7. IfSelect youRole want to Exclude Items in Progress to hide items that are still in progress, check the checkbox
    8. Select
      If you want to Exclude Disabled Accounts to hide items check from users that are not longer active, check the checkbox
      Hospital/Unit
    9. Select
      If you want to Show only overdue items to show items where the assessment date is past due, check the checkbox.
    Cohort
  6. Click Filter button
  7. The report displays the following fields:
    1. Active displays Yes for active users and No for inactive users
    2. First Name
    3. Last Name
    4. Status is the status of the Preceptee at the time the competency group was applied to them.
    5. Unit is the unit of the Preceptee at the time the competency group was applied to them.
    6. Assigned Date is the date the competencies were assigned to the Preceptee.
    7. Assessment Date is the due date selected for the profile item.
    8. Completion Date is the date the competencies were completed.
    9. Days to Complete is the total days taken to complete competencies . Time to complete = Completed Date - First Shift
    10. Completed displays a checkmark if the competency group is 100% complete.
    11. Competency State displays the current phase or state of the competency progress.
  8. To export the report to PDF, click the Export to PDF button.
    button
  9. To export the report to CSV, click the Export to CSV button.button

Module Progress Report

  1. Log in tointo Engage
  2. Click on Menu in top right hand navigation pane
  3. Click on Reports menu item
  4. Select Module Progress Report
  5. Update the report selections to filter your data
     based on your needs
    1. ChooseSelect the ModuleItem GroupType: Select All Resources, Nurse Development Resources or your Organizational Resources

    2. Select Hospital

      Competency Type: Select Any, Competency Groups, or Individual Competencies

    3. Select Unit to filter by unit of the Preceptee at time of module tracking optional

    4. Select Assigned Date Between if you want to filter by start date of modules optional
    5. Select Status to filter by status of(Not theStarted, PrecepteeIn atProgress, timeValidated, of module tracking optional
      etc.)

    6. IfSelect youRole want to Exclude Items in Progress to hide items that are still in progress, check the checkbox
    7. Select
      If you want to Exclude Disabled Accounts to hide items check from users that are not longer active, check the checkbox
      Hospital/Unit
    8. Select
      If you want to Show only overdue items to show items where the assessment date is past due, check the checkbox.
    Cohort
  6. Click Filter button
  7. The report displays the following fields:
    1. Active displays Yes for active users and No for inactive users
    2. First Name
    3. Last Name
    4. Status is the status of the Preceptee at the time the module group was applied to them.
    5. Unit is the unit of the Preceptee at the time the module group was applied to them.
    6. Assigned Date is the date the module were assigned to the Preceptee.
    7. Assessment Date is the due date selected for the profile item.
    8. Completion Date is the date the modules were completed.
    9. Days to Complete is the total days taken to complete modules. Time to complete = Completed Date - First Shift
    10. Completed displays a checkmark if the competency group is 100% complete.
    11. Module State displays the current phase or state of the module progress.
  8. To export the report to PDF, click the Export to PDF button.
    button
  9. To export the report to CSV, click the Export to CSV button.button
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