In this step you define the criteria for transcripts to be compliant. You can select whether learning must have been completed between two specified dates, or whether learning is completed or on-target by a specified date in the future. (This can be used to identify participants who will lose their on-target status if they do not complete some learning by the specified date.)

You can select whether the learning can be from any revision or must be on the effective revision.

To select the criteria for compliance

1. Go to Home > Reports > Compliance Analytics. The Compliance Analytics page opens.
2. Scroll down to Step 4: Criteria for Compliance.
3. Select an option and the dates for Compliance Definition. This step is optional.
4. Select the Revision constraint.
5. Select an inclusion option for participants.
   • All Target Learning
     Applies only to the Module analysis type.
   • Learning in Enrolled Target Program Sessions
     Applies to Program Sessions and Program Progress analysis types. Completed sub-module transcripts are not counted if the participants have not yet enrolled into the program session selected in step 2. The analysis results for participants without any counted transcripts show N/A.
   • Target Program Sessions with Auto-Enroll Criteria that apply
     Only participants who are auto-enroll targets for the selected program sessions are included in the compliance analysis. Leftover participants are reported as N/A in the analysis results.
6. To exclude transcripts for enrollments that are no longer required, select the Disregard Deactivated Target Modules / Program Sessions check box. The modules and sessions are marked as N/A instead of compliant or non-compliant if the participant's overall status for them is Deactivated.