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Access Sign-off Reports in Learn

Summary

Sign-off Reports in Plumm Learn show digital sign-off data from both learners and trainers for a selected course. You can track who signed, when, and how, and export this information in .xlsx format.


In this article

  • Before you begin
  • Step 1:  Open Sign-off Reports
  • Step 2: Select filters and run the report
  • Step 3: View sign-off data
  • Step 4: Download the report
  • Frequently Asked Questions (FAQ)

Before you begin

To access this report, you must have:
  • Access to the Learn Overview module

Step 1. Open Sign-off Reports

  1. Log in to your Plumm account
  2. Navigate to the Learn → Overview module
  3. Under Reports, click Sign-off Reports

Step 2. Select filters and run the report

  1. Choose a Course from the dropdown
  2. Optionally, filter by Group
  3. Click the Run button to generate the report

Step 3. View sign-off data

Each row displays:
  • Course Name
  • Group Name (if applicable)
  • Category
  • Trainer Name
  • Learner Name
  • Learner Signer Date
  • Learner Sign-off Method (e.g. Draw)
  • (Additional trainer sign-off columns may be visible if available)

Step 4. Download the report

  1. Click the download icon beside the search bar
  2. The report will be saved in .xlsx format

Frequently Asked Questions (FAQ)

1. What is a Sign-off Report?

It shows whether a learner and/or trainer has completed and signed off a course, with timestamp and signature method.

2. Can I see who signed and when?

Yes, each learner’s sign-off date and method (e.g. Draw) is recorded in the report.

3. Do I need both learner and trainer signatures?

This depends on the course configuration. Some courses require both; others may only require learner sign-off.

4. Can I export sign-off records?

Absolutely. Use the download icon to export the full list to Excel.


5.Why is the sign-off data missing for some users?

The learner may not have completed the sign-off yet. You can remind them or check the course setup.