Data Dictionary

The Insights Data Dictionary contains the measures and attributes used to group or slice reporting information in Insights and is categorized according to subject area.

Example: You can slice Number of Training Tasks (measure) by Department (attribute).

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Documents Measures and Attributes

Training Measures and Attributes

Documents Measures and Attributes

This section contains information about the available measures and attributes for the Documents module.

Measures
Attributes

Name	Aggregations	Definition
# Overdue Periodic Reviews	Count	Count of in-process Packet Workflows that are not Periodic Review Packets.
Avg Open Duration	Count	Average number of days periodic review packets specifically are in-process.
Count of Documents	Count	Count of documents.
Non-PR Open Workflow Count	Count	Count of documents associated with other than the system Workflow of Document Review (for example, non-Periodic Review related) and on a Workflow where Workflow completion date is blank. This is different than count of packet types or Workflows because there can be more than one document associated with a non-periodic review packet.
PR Open Workflow Count	Count	Count of in-process periodic review packet Workflows.
Average Packet Duration	Count	Average number of days all documents packets are in-process.
Days Until Due	Count	Days until a Packet is due.
Past Due	Count	The number of days a packet is past due.
Days Since Launch	Count	The number of days since a packet was launched.

The Documents attributes are sorted into folders.

Date
Day
Day Number
Day Seq Number
Day of Month
Day of Week
Day of Week in Month
Day of Year
Days Ago
Month
Month Number
Month Seq Number
Month of Year
Months Ago
Num Weeks In Month
Periodic Review Due Date Bucket
Note: For use in authoring as Category in, for example, a Column chart. The ordering is alphanumeric; therefore, the Periodic Review Due Date Buckets Ordering attribute was created to allow these time buckets to be sorted in logical duration order.
Periodic Review Due Date Bucket Ordering

Note: For use in authoring as a Sort option in, for example, a Column chart. When used in Sort, users can specify which attribute is to be associated. When used with Periodic Review Due Date Buckets attribute, sorting in descending order, the x-axis will sort in logical time order where the most past due is to the far left, today is towards the center, and most due in to the far right.
Quarter
Quarter Number
Quarter Seq Number
Trailing 3 Month Name
Week End Date
Week Number
Week Seq Number
Week Start Date
Week of Month
Week of Year
Weeks Ago
Year
Year Seq Number
Year/Month
Year/Quarter

User First Name
User Last Name
User Full Name
User Title
Username
User Email
Supervisor Email
Supervisor Full Name
User Hire Date
User Employee Number
User Account Status

Document Custom Field Name
Document Custom Field Value
Document Custom Field Type
Document Custom Field Required

Document InfoCard Number
Document InfoCard Revision
Document InfoCard Number and Revision
Document InfoCard Version
Document Status
Document Vault
Document Type Description
Document Type
Document Subtype
Document Title
Document Attachments
Document Links
Note: Use this for report-level drilling to create a hyperlink to the Document InfoCard from another attribute.
Document Web Links
Document Notes
Child Document InfoCard Number
Child Document InfoCard Revision
Document Created Date
Document Release Date
Document Effective Date
Document Expiration Date
Document Author Full Name
Document Author Username
Document Author Department
Document Author Supervisor Email
Document Author Supervisor Full Name
Document Author Supervisor Username
Document Author Supervisor Department
Document Owner Full Name
Document Owner Username
Document Owner Department
Document Owner Supervisor Email
Document Owner Supervisor Full Name
Document Owner Supervisor User Name
Document Owner Supervisor Department
Document InfoCard Link
InfoCard Used Type
Document Previous Number
Document Retention Following Property
Document Retention Period
Parent Document Infocard Number
Parent Document Infocard Link
Document Lead Time
Document Lifecycle
Document Moved to Phase Date
Periodic Review Due Date
Note: Next Review Date on InfoCard
Document Has Attachments
Document Has Links
Document Has Web Links
Document Has Parent InfoCard
Document Has Child InfoCard
Periodic Review At Risk
Note: Documents that are due in 14 days.
Periodic Review Overdue Flag
Periodic Review Past Due Days
Periodic Review Open Duration
Periodic Review Task Status
Document InfoCard Change Number
Document InfoCard Automatic Create Course - Course Initial Revision
Document InfoCard Automatic Create Course - Course Numbering Series
Document InfoCard Automatic Create Course Immediately Setting
Document InfoCard Automatic Create Course Setting
Document InfoCard Automatic Create Course Use Title Setting
Document InfoCard Defer Review if Later Revision is on Workflow Setting
Document InfoCard Review Period
Document Scheduled Periodic Review Initiation Date

Packet ID
Packet Number
Packet Type Name
Packet Status
Workflow Name
Workflow Description
Packet Creation Date
Packet Originator Full Name
Packet Originator Username
Packet Instructions
Packet Is Aborted
Packet Aborted By Full Name
Packet Aborted By User Name
Packet Attachments and Links Allowed
Packet Requires Change Request Step
Is Rejection Cycle
Packet Aborted By Date
Packet Change Request Proposed Changes
Packet Change Request Reason for Change
Packet Is Child Task Numbering Series Enabled
Packet Due Date
Packet Completion Date
Packet Disposition Enabled
Packet Launch Date
Packet Originator Roles
Is System Workflow
Packet - Basic or Advanced
Workflow Total Number of Steps
Workflow Initiator
Workflow Initiator Department
Workflow Ended
Due In
Number of Documents in Workflow

Workflow Step Number
Workflow Step Initiation Date
Workflow Approval Step Allow Rule
Workflow Approval Step Number to Approve
Workflow Step Current Flag
Notify Triggered Include Step On Signature Manifest
Rejection Triggered Notification - All Approvers
Rejection Triggered Notification - Originators
Rejection Triggered Notification - Previous Approvers
Approval Triggered Notification - All Approvers
Approval Triggered Notification - Originators
Approval Triggered Notification - Previous Approvers
Collaboration Triggered Resends After Each Redline
Collaboration Triggered Shreds Redline Upon Complete
Workflow Current Step Type
Workflow Step Completion Date
Workflow Step Is Parallel Step
Workflow Step Notification Date
Workflow Task Initiation Date
Is Configured Notify Include Step On Signature Manifest
Is Configured Rejection Notification - All Approvers
Is Configured Rejection Notification - Originators
Is Configured Rejection Notification - Previous Approvers
Is Configured Approval Notification - All Approvers
Is Configured Approval Notification - Originators
Is Configured Approval Notification - Previous Approvers
Is Configured Collaboration Resends After Each Redline
Is Configured Collaboration Shreds Redline Upon Complete
Workflow Step Type
Rejection Reason
Rejection Comments
Number of Rejections Cycles
Workflow Task Users Step Sign Off Status
Workflow Task Completion Date
Workflow Approval Step Comments
Step Complete Time
User Workflow Task Complete Time
Workflow Step Initiation Date

Document Custom Field Name
Document Custom Field Value
Document Custom Field Type
Document Custom Field Required?
Document InfoCard Type

Packet Custom Field Name
Packet Custom Field Value
Packet Custom Field Type
Packet Custom Field Required

Training Measures and Attributes

This section contains information about the available measures and attributes for the Training module.

Measures
Attributes

Name	Aggregations	Definition
Courses Assigned Count	Count Distinct	The number of courses assigned to Job Codes.
Course Count	Count	Counts number of courses in the system.
Days In Process	Average	For launched training, the average number of days for tasks to complete.
Exam Count	Distinct Count	The number of exams.
Exam Failure Count	Count	The number of failed exams.
Exam Failure Rate	Percentage	The rate of failure for exams.
Exam Score	Sum	The sum of all exam score.
Job Code Count	Count	Count of all Job Codes.
Number of Correct Answers	Sum	Sum of all correct answers to an exam question.
Number of Days Past Due	Sum	Number of days past due for tasks in any status. Looks at the difference between due date and training completion date for Approved, Completed, Rejected, Aborted, and Grandfathered tasks. Also looks at the difference between Now date and training completion date for In Process, In Process w/Trainee, and Course Completed w/Verifier tasks.
Number of Days Past Due – Aborted	Sum	Number of Days Past Due for tasks in Aborted status. This measure looks at the difference between due date and training completion date.
Number of Days Past Due – Approved	Count	Number of Days Past Due for tasks in Approved status. This measure looks at the difference between due date and training completion date.
Number of Days Past Due – Complete	Sum	Number of Days Past Due for tasks in Complete status. Looks at the difference between due date and training completion date.
Number of Days Past Due – Course Completed w/Verifier	Sum	Number of Days Past Due for tasks in Course Completed w/Verifier status. Looks at the difference between due date and NOW date.
Number of Days Past Due – Grandfathered	Sum	Number of Days Past Due for tasks in Grandfathered status. Looks at the difference between due date and training completion date.
Number of Days Past Due – In Process	Sum	Number of Days that Training Tasks are Past Due for Training Tasks in In Process status (Includes tasks In Process w/Trainee and Course Completed w/Verifier statuses) Looks at the difference between NOW date and due date.
Number of Days Past Due – In Process w/Trainee	Sum	Number of Days that Training Tasks are Past Due for Training Tasks in In Process w/Trainee status. Looks at the difference between NOW date and due date.
Number of Days Past Due – Rejected	Sum	Number of Days that Training Tasks are Past Due for Training Tasks in Rejected status. Looks at the difference between due date and training completion (rejection) date.
Number of Incorrect Answers	Sum	Sum of all incorrect answers to an exam question.
Number of Passed Exams	Distinct Count	Count of all passed exams.
Number of Trainees with Job Code Assignments	Count Distinct	Count of all trainees who have Job Code assignments.
Number of Training Tasks Past Due – Approved	Sum	Number of Training Tasks Past Due that are now in Approved status. Looks at difference between training completion date and due date.
Number of Training Tasks Past Due – Complete	Count	Number of Training Tasks Past Due that are in Complete status (includes Approved and Grandfathered tasks). Looks at difference between training completion date and due date.
Number of Training Tasks Past Due – Course Completed	Count	Number of Training Tasks Past Due that are now in Course Completed w/Verifier status. Looks at difference between NOW date and due date.
Number of Training Tasks Past Due – Grandfathered	Count	Number of Training Tasks Past Due that are now in Grandfathered status. Looks at difference between training completion date and due date.
Number of Training Tasks Past Due – In Process	Percentage	Percentage of all launched training that is both Past Due and In Process (includes tasks In Process w/Trainee and Course Completed w/Verifier). Looks at the difference between due date and NOW date, then creates a percentage.
Number of Training Tasks Pas Due - In Process with Trainee	Count	Number of training tasks past due that are in Process w/Trainee status. Looks at difference between NOW and due date.
Percentage of All Training Tasks Past Due	Percentage	Percentage of all training tasks that are past due. Looks at the difference between due date and training completion date for Approved, Completed, Rejected, Aborted, Grandfathered tasks, and difference between NOW date and training completion date for In Process, In Process w/Trainee, and Course Completed w/Verifier tasks, then creates a percentage.
Percentage of Launched Training Completed	Percentage	Percentage of all launched training that has been completed (approved or grandfathered). Looks at the difference between due date and training completion date, then creates a percentage.
Percentage of All Training Past Due Pending Verification	Percentage	Percentage of all launched training that have verification outstanding. Looks at the difference between due date and training completion date, then creates a percentage.
Percentage of In Process Training Tasks Past Due	Percentage	Percentage of non completed Training Tasks that are past due. Looks at the difference between due date and NOW.
Percentage In Process Pending Verification	Percentage	Percentage of non completed Training Tasks that are past due that still require verification. Looks at the difference between due date and NOW.
Percentage of Training Tasks In Process	Percentage	Percentage of non completed Training Tasks that are past. Looks at the difference between due date and NOW.
Percentage of Training Tasks Rejected	Percentage	Percentage of all launched training that has been Rejected. Looks at the difference between the training completion date and NOW date, then creates a percentage.
Points per Question	Sum	Number of points per question.
Question Count	Count	Count of all questions.
Question Failure Count	Count	Count of all failed questions
Question Failure Rate	Percentage	Rate of failure for all exam questions
Training Tasks	Count	All Training Tasks that exist in the system
Training Tasks – Aborted	Count	All Training Tasks in the system in Aborted status
Training Tasks Affected by Leave	Count Distinct	All Training Tasks in the system that conflict with Leave dates
Training Tasks – Approved	Count	All Training Tasks in the system in Approved status
Training Tasks – Complete	Count	All Training Tasks in the system in Complete status (Includes Approved and Grandfathered tasks)
Training Tasks – Course Completed w/Verifier	Count	All Training Tasks in the system that are Course Completed and on the verifier step
Training Tasks – Due in 15-29 Days	Count	Training Tasks that are Due in 15 – 29 Days regardless of status.
Training Tasks – Due in 2-7 Days	Count	All Training Tasks that are Due in 2 – 7 Days regardless of status.
Training Tasks – Due in 8-14 Days	Count	Training Tasks that are Due in 8-14 Days regardless of status.
Training Tasks – Due This Month	Count	Training tasks that are due this month.
Training Tasks – Due Today	Count	Training Tasks that are due today.
Training Tasks – Due Tomorrow	Count	Training tasks that are due tomorrow.
Training Tasks – Grandfathered	Count	All Training Tasks in the system that are in Grandfathered status.
Training Tasks – In Process	Count	All Training Tasks in the system that are In Process (Includes tasks In Process w/Trainee and Course Completed w/Verifier).
Training Tasks - In Process (w/Trainee)	Count	All Training Tasks in the system that are In Process (Includes tasks In Process w/Trainee).
Training Tasks – Past Due	Count	All Training Tasks in the system that are Past Due. Looks at difference between due date and training completion date for Approved, Completed, Rejected, Aborted, Grandfathered tasks, and difference between NOW date and training completion date for In Process, In Process w/Trainee, and Course Completed w/Verifier tasks.
Training Tasks – Past Due by 15-29 Days	Count	All Training Tasks in the system that are Past Due by 15 – 29 days regardless of status.
Training Tasks – Past Due by 2-7 Days	Count	All Training Tasks in the system that are Past Due by 2 – 7 days regardless of status.
Training Tasks – Past Due by 8-14 Days	Count	All Training Tasks in the system that are Past Due by 8 – 14 days regardless of status.
Training Tasks – Past Due greater than 30 Days	Count	All Training tasks in the system that are Past Due by more than 30 days regardless of status.
Training Tasks – Rejected	Count	All training tasks in the system that are in Rejected status.
Training Tasks – Retraining	Count	All training tasks in the system that are Retraining.

The following shows Training attributes alphanumerically.

Date
Day
Day Number
Day Seq Number
Day of Month
Day of Week
Day of Week in Month
Day of Year
Days Ago
Month
Month/Year
Month Number
Month Seq Number
Month of Year
Months Ago
Month/Year
Num Weeks In Month
Quarter
Quarter Number
Quarter Seq Number
Quarter Seq Number
Trailing 3 Month Name
Week End Date
Week Number
Week Seq Number
Week Start Date
Week of Month
Week of Year
Weeks Ago
Year
Year Seq Number
Year/Month
Year/Quarter

Competency
Date Complete
Date Due
Date Launch
Date Retrain
Days Until Due
Due Date Aging Bucket
Due Trend
origin
Starts Value
Training Status
Verified Completion Date
Verifier Name
Within Last 60 Days

Automatic Number of Days Until Due
category
Course Description
Course Enterprise Business Unit
Course InfoCard Link
Course Instructions
Course Location
Course Manager
Course Name
Course Number
Course Revision
Course Vault Name
Course Verifier Name
criticality
Is Course Elective?
Is Verified Required
Manager Type
Prerequisite
Retraining Frequency
Verified Automatic Number of Days until Due
Verifier Role

Date Exam Taken
Exam Business Unit
Exam Correct Answer
Exam Description
Exam Failed
Note: Indicates if the trainee failed the exam or not.
Exam InfoCard Link
Exam Name
Exam Number
Note: Shows the number of the question on the exam.
Exam Passed
Exam Question Number
Exam Question Percent Correct
Fail Exam if Fail Question
Note: Indicates if the trainee will fail the exam if they fail the question.
Question Type
Exam Revision
Exam Vault Name
Is Exam Randomized
Number Correct
Note: Shows the number of correct answers.
Number Incorrect
Note: Shows the number of incorrect answers.
Points per Question
Note: The number of points assigned to each exam question.
Question Text
Note: Contains the text of the exam question.
Score Required to Pass Exam
Score Required to Pass Exam
Note: Shows the minimum score required to pass a given exam.
Trainee Answer to Question
Note: Contains the content of the Trainee's answer to the question.

degree
Job Code Description
Job Code Enterprise Business Unit
Job Code InfoCard Link
Job Code Name
Job Code Number
Job Code Revision
Job Code Status
Job Code Vault Name

Employee Number
Department
On Leave
Job Title
Leave End Date
Leave Start Date
Supervisor Email
Supervisor Full Name
Termination Date
Trainee ID
Trainee Email
Trainee First Name
Trainee Hire Date
Trainee InfoCard Link
Trainee Last Name
Trainee Number
Trainee Revision
Trainee Status
Trainee Vault Name
User Account Status
Trainee Infocard status
User Title

Course Custom Field Name
Course Custom Field Value
Course Custom Field Type
Course Custom Field Required?
Course InfoCard Type
Job Code Custom Field Name
Job Code Custom Field Type
Job Code Custom Field Required?
Job Code InfoCard Type
Exam Custom Field Name
Exam Custom Field Value
Exam Custom Field Type
Exam Custom Field Required?
Exam InfoCard Type

Data Dictionary

Topics on This Page

Documents Measures and Attributes

Training Measures and Attributes

See Also