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Mitratech Success Center

Publication History

Depending on the PolicyHub® system licence, you can review the history of publications sent to you in the PolicyHub® Document Library using the Publication History in the My Library tree view.

General

To view publication history, select Publication History in the tree view. A list of all publications you have received will appear in the Publication History pane. Publication History enables users to generate a report and see the status of the Publications they have completed.

The Publication History is displayed on the My Library tab.

Publication History.PNG

Report

The report contains summary information about completed Publications, both complied and non-complied.

The report does not include any items which are still in progress (that is, Publications in the user's Inbox) nor does it include Review Publications, nor items published directly to the user's Library.

For Tests which are failed and then resent by the Publisher, the following rules apply:

  • When the Test is sent out in the initial Publication and is failed by a user, the Complied status is No.
  • If the Publisher re-sends the Publication, it is removed from the report, as it is now in progress.
  • If the user then passes the Test, the Complied status is Yes.

Report Configuration

All columns in the Publication History pane can be sorted in ascending and descending order by clicking on any of the column titles.

Clicking on the column title once will sort the data into numerical/alphabetical order. Clicking on the column title again will reverse the order of the data in that column.

The column headings of the Publication History report are described in Table 4. 

TABLE 4 - Publication History Report  
Term Meaning / Description
Publication Name The name the Publisher gave to the Publication.
Description The description the Publisher gave to the Publication.
Date Sent The date the Publication was sent to the user.
Date Completed The date the user completed the Publication.
Complied

Yes indicates the user complied with the Publication (that is, passed the Test or confirmed a document as read, as appropriate).

No indicates the user failed a Test or did not confirm a document as read, as appropriate.

Filter

A filter is provided at the bottom of the Publication History pane which can be used to refine the displayed publication history report.

Publication History filter.PNG

There are three Filter By date options:

  • After Inclusive - to search for Publications completed on or after the date selected from the calendar (or entered in the text box). This is the default setting.
  • Before Inclusive - to search for Publications completed on or before the date selected from the calendar (or entered in the text box).
  • Between Inclusive - to search for Publications completed on or between the dates selected from the calendar (or entered in the text boxes).

After Inclusive

Select After Inclusive from the drop-down list. Click in the Start date text box and select a date from the calendar.

Search After Inclusive.PNG

note.gif Note: You can use the < and > symbols on the left and right of the displayed month and year to change the currently displayed month and year, as required.
          Alternatively you can type a date in the Start date box.

If the calendar has been used to choose a date, once the date has been selected, the calendar window will close and the Publication History pane will display history from the start date selected.

To revert to the full Publication History, list delete the date in the Start date box.

Before Inclusive

Select Before Inclusive from the drop-down list. Click in the End date text box and select a date from the calendar.

note.gif Note: You can use the < and > symbols on the left and right of the displayed month and year to change the currently displayed month and year, as required.
          Alternatively you can type a date in the Start date box.

If the calendar has been used to choose a date, once the date has been selected, the calendar window will close and the Publication History pane will display history before the end date selected.

Search Between.PNG

To revert to the full Publication History list, delete the date in the End date box.

Between Inclusive

Select Between Inclusive from the drop-down list. Click in the Start date text box and select a date from the calendar.

Search After Inclusive.PNG

note.gif Note: You can use the < and > symbols on the left and right of the displayed month and year to change the currently displayed month and year,
         as required. Alternatively you can type a date in the Start date box.

If the calendar has been used to choose a date, once the date has been selected, the calendar window will close. Click in the End date text box and select a date from the calendar.

When the Start date and End date have both been selected the Publication History pane will display history between the two dates selected.

To revert to the full Publication History list delete the dates in the Start date and End date boxes.

Save Report

It is possible to export the report to CSV format which can then be opened in Microsoft Excel. Click the Save Report export CSV.PNG button to either save the CSV file or open it in Microsoft Excel.

The report will be based on the filters that have been applied in “Filter”.

note.gif Note: The sort order of the Publication History pane is maintained in the CSV file.

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