Track Employee Progress Using the Transcript Manager

The Transcript Manager is a powerful administrative tool within the iTacit platform that allows System Administrators and Training Coordinators to oversee and manage employee training records. These records, called transcripts, track every stage of an employee’s learning journey, from enrollment to completion, including external training not delivered through iTacit.

Searching for Transcripts:

1. Log in to the iTacit Admin site.

2. Navigate to Menu > Training > Transcript Manager.

3. Use the Search Criteria panel to filter by:

• Course Name – e.g., “Cybersecurity Awareness”

• Employee Role, Business Unit, or Job Classification

• Transcript Status – e.g., Enrolled, Completed, In Progress

• Date Range – useful for tracking quarterly or annual completions

Updating Transcript Status:

Once you’ve located the relevant transcripts, you can update their status to reflect progress or changes.

Available Actions:

• Complete – Marks the training as successfully finished.

• Complete (Unsuccessful) – Indicates the employee did not meet the passing criteria.

• Withdraw – Removes the employee from the course, optionally with a reason.

Editing Transcripts Manually:

1. Properties Tab

This is the main tab for editing core transcript details.

Sections within Properties:

• Course Information

  • Title: Displays the name of the course (e.g., Body Mechanics (demo)).

  • This field is not editable from this screen—it reflects the course linked to the transcript.

• Duration

  • Start Date: The date the employee was enrolled or began the course.

  • End Date: Leave blank unless the course has been completed.

  • Due Date: Optional field for setting a deadline for completion.

• Current Status

  • Status: Indicates the employee’s progress (e.g., Enrolled, Completed, Withdrawn).

  • Reason: Optional field to explain status changes (e.g., Scheduling conflict, Manual override).

  • Notes: Add any relevant context or comments for internal tracking.

• Performance

  • Grade %: Enter the employee’s score if applicable.

  • Passing Grade %: Displays the minimum score required to pass (e.g., 70%).

  • Current Progress %: Useful for tracking partial completion.

  • Authorization Code: Optional field for secure or certified training.

• Details

  • Description: Add a summary of the training or its relevance.

  • Notes: Use this field for additional comments or instructions.

2. Attachments Tab

Used to review or upload supporting documents related to the training.

You can attach certificates, scanned sign-in sheets, or policy documents that validate the training. These attachments become part of the transcript record and support audit readiness.

3. Status History Tab

Provides a timeline of changes made to the transcript.

This tab shows who made each change, when it was made, and what was updated. It’s essential for maintaining transparency and accountability in training records.

4. Credits Tab

Used to assign or edit credit values for the course.

If the course contributes to continuing education units (CEUs) or internal certification, you can assign credit types and values here. These credits will appear on the employee’s transcript and certificate.