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Beeline Platform Level II Certification - Reporting Only:
This course covers the Beeline Platform’s advanced reporting functionality. Participants are provided new access and visibility post-training, encouraging and allowing the client to optimize the program. This course is designed for users who want to become reporting experts in advanced report creation and oversight (e.g., publishing, managing, and modifying reports) requiring specialized reporting permissions.
What is included
- Learn advanced reporting functionality
- Hands-on activities in a sandbox or simulated environment
**There is a fee associated with providing this offering. Fees vary based on the scope, delivery method, and difficulty level. Clients should be made aware that this training is outside the scope of our standard training offered during Implementation. Please contact the Training Team with all inquiries at training@beeline.com.
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Key benefits
- Learn advanced reporting skills
- Learn how to use reporting to enhance program management and oversight
- Reinforce newly acquired skills with hands-on activities based on actual business scenarios
- Develop SME (Subject Matter Expert) reporting skills so you can provide internal support to program users and reduce dependence on the Beeline Support Team
Prerequisites
Completion of the Beeline Platform Level I Certification self-directed learning module is recommended.
Audience
Program Team - identifies staff assigned to the client’s contingent labor program office, which could be internal (VMO) or a third-party partner (MSP). They are responsible for the day-to-day operations of the Client/Partner program office.
Implementation and Other Non-Program Roles – identifies client/partner staff who are familiar with the day-to-day operations of the client’s program office although their primary duties may be at a more administrative/managerial level. These users provide insight/guidance on how the Beeline Platform should be configured for the client’s program. This does not include Hiring Managers or Suppliers.
Completion requirements
Successful completion of the Beeline Platform Level II Certification assessment requires:
- Pass Reporting Assessment (Score 80% or higher)
- Pass Reporting Scenario Assessment (Score 80% or higher)
Upon successful completion, participant*
Become "Beeline Reporting Certified" and receive the following:
- Certificate of Completion
- Digital Badge
- Specialized User Role and Dashboard
- Qualify for CCWP Continuing Education Credits (SIA Recognized)
Specialized user roles may provide the below:
- Reporting Permissions
- User Administration
- Publishing Reports
- Manage Reports Acess
- Overwriting Reports
- Edit Base Reports and Add Fields
See below for complete details regarding how permissions work.
Post-Completion Beeline Platform Upgrades: How do permissions work? Are they the same from client to client?
No, the permissions are not the same from client to client. Each Beeline User Profile identifies your assigned Roles and User Types. These determine your ability to complete tasks, view data, and receive notifications within the platform.
It is important to understand the basics:
Role - Specifies actions and visibility. Within each role, granted and sometimes denied permissions are associated.
A few things to note:
- More than one role can be assigned to a single User Profile.
- If a Permission is “Denied” on a single user role, it is denied across all assigned user roles, even if other user roles have the permission set to "Granted". For example: if a user is assigned three roles and one of those roles has permission denied while the other two roles have the same permission granted; then the permission is DENIED to the user. A denied permission status will always override a granted permission status in the Beeline Platform Security Grid. This is standard Beeline Platform security functionality. The Client/Program Office is responsible for reviewing user profiles when there is a conflict between assigned permissions and making their preferred adjustments to resolve them.
User type - Specifies approvals and notifications.
The combination of roles may vary during the setup/configuration of user profiles in a Beeline Platform client instance. For this reason, the actions and visibility you see on each site can differ.
* You can take the course for free if you don’t want to be certified. However, the associated sub-role, dashboard access, certificate, and digital badge are awarded only to those who successfully pass the assessment and pay the fee.
