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Procedures for Identifying Members Completing Currency Maintenance Tasks and Navigation Rules Exam

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This guide outlines the procedures for determining which members have completed the Currency Maintenance Task and the Navigation Rules Exam. It details how to use the Task Cube and Dimension Viewer for filtering tasks based on active status and completion metrics. Users will learn to navigate through the "All Units" folder, apply filters, and generate reports that show the completion of exams by division members over the years. Bookmarking reports for future access is also covered, ensuring efficient retrieval of the latest data.

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Procedures for Identifying Members Completing Currency Maintenance Tasks and Navigation Rules Exam

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  1. The Tasks Cube Procedures for determining which member has taken the Currency Maintenance Task, Navigation Rules Exam bplatt@juno.com

  2. The Task Cube bplatt@juno.com

  3. The Dimension Viewer bplatt@juno.com

  4. All tasks are divided into these Training Types bplatt@juno.com

  5. The “All Units” folder where you can “Filter” on the Division, Flotilla or member. bplatt@juno.com

  6. In obtaining information, you should always “Filter” on “Active” and on the “Tasks Completed” Measure bplatt@juno.com

  7. Click on consecutive “+” until reaching the desired unit, right click on it and left click on “Filter” on the pop up menu. bplatt@juno.com

  8. Right click on “Active” and left click on “Filter” in the pop up menu. bplatt@juno.com

  9. Open the “Currency Maint. Tasks folder. Right click on the “Navigation Rules Exam” and left click on “Filter” in the pop up. Click on “Suppress Zero” and “Swap.” bplatt@juno.com

  10. The report now shows the number of Navigation Rules Exams completed in the Flotillas bplatt@juno.com

  11. Right click on the small rectangle at the top of the column, then left click on “Down a Level” on the pop up menu bplatt@juno.com

  12. The report now shows all Division members who have taken the Navigation Rules Exam. Next who took it when. bplatt@juno.com

  13. Right click on “All Years” then left click on “Nest Columns” bplatt@juno.com

  14. The report now shows the years the Exam was taken bplatt@juno.com

  15. To be able to use this report in the future with out all of the previous steps, you can bookmark it. Anytime when on line, clicking on the bookmark will bring up the report with the latest data. bplatt@juno.com

  16. The report is now ready to save. First, Bookmark it. Click on the Bookmark icon, When the screen repaints, add it to your Favorites To save the report click on the “File” icon, Then click on “Export CSV” bplatt@juno.com

  17. Completion of other Currency Maintenance Tasks can be found by returning to the Dimension Viewer and right click on another Task then left click on “Filter” on the pop up menu. bplatt@juno.com

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