Using Reports & Dashboards

Vault Quality Basics provides several reports and dashboards to help you monitor your document metrics and training plans.

To view your reports and dashboards, navigate to Document Workspace > Reports & Dashboards > Reports or Document Workspace > Reports & Dashboards > Dashboards and click the name of the report or dashboard you want to view.

Reports

The following Quality Basics: QualityDocs reports are available:

  • DCCs Awaiting Closure: Lists approved Document Change Controls waiting on all associated documents to be moved to Effective or Obsolete.
  • Document Periodic Review Status by Owning Department: Lists documents with the status of their periodic review for each Owning Department.
  • Document Status by Owning Department: Lists a count of documents in each status for each Owning Department. Click a number in the matrix to see the list of documents for that particular status and Owning Department.
  • Documents Awaiting Approval Initiation: Lists documents with a status of Ready for Approval. Documents will need to either manually be sent for approval or sent for approval via a DCC.
  • Documents Made Effective in the Last 14 Days: Lists documents that have moved to a status of Effective in the last 2 weeks.
  • Documents Pending Approval: Lists documents with a status of In Approval. Documents are either awaiting their own approval or the approval of a DCC.
  • Documents to be Made Obsolete: Lists documents to be made Obsolete based on their last periodic review decision.
  • Documents to be Revised: Lists documents requiring revision based on their last periodic review decision.
  • Documents with Inactive Owner: Lists documents where the Owner is an inactive user.
  • Documents with Periodic Review Starting in the Next 90 Days: Lists documents that will have their periodic review automatically started in the next 90 days.
  • Effective Documents by Owning Department: Lists effective documents grouped by Subtype for each Owning Department.

The following Quality Basics: Training reports are available:

  • Learner Roles per Learner: Lists the learner roles assigned to each learner.
  • LearnGxP Status for Exam Unlock: Lists open LearnGxP training with the ability to unlock those with failed exams.
  • Overdue Training Assignments: Lists open overdue training assignments. For managers, this will include the overdue assignments of their direct reports.
  • Quiz Failures by Learner: Lists failed quizzes per learner.
  • Quiz Question Analytics: Lists responses to quiz questions and the percentage answered correctly vs incorrectly. Optionally filter on a specific quiz design
  • Quiz Status by Learner: Lists all quizzes per learner.
  • Training Assignments Due in the Next Week: Lists open training assignments that are due in the next 7 days. For managers, this will include any assignments coming due for their direct reports.
  • Training Matrix: Displays the training matrix for a learner. This includes learner roles they are assigned, curricula aligned to those learner roles, training requirements aligned to those curricula, and any documents or quizzes aligned to those training requirements.
  • Training Matrix Assignment Completion: Lists all training assignments sent via the standard training matrix and their completion status. Optionally filter on a specific learner, learner role, curriculum, or training assignment status.
  • Training On-Time Completion by Department: Lists on-time vs overdue training per department. Optionally filter on a completion timeframe or specific department.
  • Training On-Time Completion by Manager: Lists on-time vs overdue training per manager. Optionally filter on a completion timeframe or specific manager.
  • Training On-Time Completion by Month: Lists on-time vs overdue training per month. Optionally filter on a completion timeframe.

Dashboards

The following Quality Basics: QualityDocs dashboards are available:

  • Periodic Review Dashboard: Displays periodic review metrics.
  • QualityDocs Dashboard: Displays document status metrics.

The following Quality Basics: Training dashboards are available:

  • Training Completion Dashboard: Displays training completion metrics by completion date, department, and manager.