{"id":5234,"date":"2025-08-18T00:33:30","date_gmt":"2025-08-18T05:33:30","guid":{"rendered":"https:\/\/uwm.edu\/professional-development-network-family-support\/training\/family-resource-center-professional-development-system\/pb-manager-view-and-print-transcripts-for-your-staff-in-pds\/"},"modified":"2026-03-11T11:33:44","modified_gmt":"2026-03-11T16:33:44","slug":"view-print-transcripts-for-managers","status":"publish","type":"page","link":"https:\/\/uwm.edu\/professional-development-network-family-support\/registration\/view-print-transcripts-for-managers\/","title":{"rendered":"View and Print Transcripts for your Staff in PDS – Manager"},"content":{"rendered":"\n
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Gaining Access to Your Staff\/Caregivers PDS Online User Profile and Transcript<\/h2>\n\n\n\n

Not every PDS Online user can view another PDS Online user\u2019s profile or transcript. Access to another PDS Online user\u2019s information requires permission. Please see supervisory permission chart below.<\/p>\n\n\n\n

Permission Type<\/th>How Permission is Acquired<\/th><\/tr><\/thead>
PB Supervisory<\/td>A new staff member selects a manager\/supervisor when creating their PDS account to give their supervisor access to their transcript.<\/td><\/tr>
Role in PDS
When you are listed as the manager by your
staff in PDS, this allows you to access their
PDS transcript.<\/td>		Users cannot add a manager\/supervisor AFTER their account has been set up. <\/strong>If a supervisor was not added at account creation, a request must be made to wcwpds-mke@uwm.edu<\/a> to have a supervisor added as the “manager” on the staff member’s PDS Account.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Tip: <\/strong>Security Permission Access relies on the staff’s\/providers’ user profile information. If their user profile form is incomplete or incorrect, you may not have access to their information.<\/p>\n\n\n\n

1. Log into your PDS Online account<\/a>.<\/p>\n\n\n\n

\"Screenshot<\/figure>\n\n\n\n

2. Hover over “Admin” and Click “Users”<\/p>\n\n\n\n

3. Search by first\/last name for your staff<\/p>\n\n\n\n

4. Click on your Staff person (If your staff person does not show up, they may not have added you as their manager when creating their PDS Account) Email wcwpds-mke@uwm.edu<\/a> and request to be added as “manager” for your staff member in PDS. This will then allow you to access your staff member’s training list in PDS.<\/p>\n\n\n\n

\"Screenshot<\/figure>\n\n\n\n

5. Click on “Transcript” > Make sure you are viewing your “Active” transcript<\/p>\n\n\n\n

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\"Screenshot<\/figure>\n<\/div>\n\n\n\n
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\"Screenshot<\/figure>\n<\/div>\n<\/div>\n\n\n\n

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6. Click the “\u2026” in the upper right corner. Click \u201cRun Transcript Report\u201d<\/p>\n\n\n\n

\"Screenshot<\/figure>\n\n\n\n

7. Under DATE: To view ALL staff’s records, select “Training Start Date”<\/p>\n\n\n\n

\"Screenshot<\/figure>\n\n\n\n

Mangers Guide to PDS:<\/strong> View and print your staff’s training transcript Print a paper copy of your training completion record from PDS.<\/p>\n\n\n\n

7. Click \u201cRun Report\u201d to run. The transcript will open as an Excel document. You may get a pop up from your web browser asking you to open the Excel. It may appear at the top or bottom of your web browser. See picture to the right <\/p>\n\n\n\n

\"Screenshot<\/figure>\n\n\n\n

8. Click “File” in your transcript Excel document.<\/p>\n\n\n\n

\"Screenshot

<\/figcaption><\/figure>\n\n\n\n

9. You can “Save As” to keep a digital copy You can also Save your transcript as a PDS file for a more formal document.<\/p>\n\n\n\n