DECLARE @themeTitle NVARCHAR(255) SELECT @themeTitle = ISNULL(titleForLearners, title) FROM tblItems WHERE tblItems.id = @themeFunctionalArea DECLARE @orgUnit_id typeGuidList INSERT INTO @orgUnit_id SELECT organisationUnit_id -- there could be more!!! FROM tblUsersOrganisationUnits WHERE user_id = @current_user_id AND position = 1 -- ERGO: Personnel Number = descUserCn; pad to 8 characters to match the reference in DVORG -- ERGODirekt (importer_id = 2): Personnel Number = last 8 characters of employeeId DECLARE @PERNR nvarchar(50) = (SELECT TOP 1 CASE WHEN importer_id IS NOT NULL AND importer_id = 2 THEN RIGHT(employeeId, 8) ELSE ISNULL(REPLICATE('0', 8 - LEN(descUserCn)), '') + descUserCn END FROM tableUsers u WHERE intUserCn = @current_user_id) -- select the top highest node and assure it is only one. If more than one highest =&gt; not possible to execute the report DECLARE @maxNodeLevel INT SELECT @maxNodeLevel = MIN(nodeLevel) FROM tblOrganisationUnits JOIN @orgUnit_id AS orgUnits ON orgUnits.value = tblOrganisationUnits.id DECLARE @topLevels typeGuidList INSERT INTO @topLevels SELECT id FROM tblOrganisationUnits JOIN @orgUnit_id AS orgUnits ON orgUnits.value = id WHERE nodeLevel = @maxNodeLevel -- get OU where the user is Manager and all their sub nodes in the tree CREATE TABLE #userManagedOUs (id UNIQUEIDENTIFIER, rootNode UNIQUEIDENTIFIER, managers NVARCHAR(MAX)) -- insert all subtree from every node ;WITH tree AS ( SELECT value as id, value AS rootNode FROM @topLevels UNION ALL SELECT ous.id, (SELECT value from @topLevels WHERE ous.orgUnitPath LIKE '%' + CAST(value AS VARCHAR(40)) + '%') as rootNode FROM tblOrganisationUnits as ous JOIN tree ON tree.id = ous.parent_id AND deleted IS NULL ) INSERT INTO #userManagedOUs SELECT id, rootNode, STUFF((SELECT ',' + managers.FullUserName FROM tblUsersOrganisationUnits AS orgUnitManagers JOIN v_Users AS managers ON managers.intUserCn = orgUnitManagers.user_id AND userStatus <> 2 -- manager WHERE orgUnitManagers.organisationUnit_id = id AND position = 1 FOR XML PATH('')), 1, 1, '') AS managers FROM tree -- fill every node of the tree with the corresponding manager: looking for the first parent with managers and assigning them DECLARE @nodesWithoutManager TABLE (temp_id INT PRIMARY KEY IDENTITY(1,1), orgUnit_id UNIQUEIDENTIFIER) INSERT INTO @nodesWithoutManager SELECT id FROM #userManagedOUs WHERE managers IS NULL DECLARE @loopCounter INT = 0 DECLARE @nodesCount INT SET @nodesCount = (SELECT COUNT(*) FROM @nodesWithoutManager) DECLARE @parent_id UNIQUEIDENTIFIER DECLARE @currentNode UNIQUEIDENTIFIER DECLARE @parentManagers NVARCHAR(MAX) WHILE(@loopCounter < @nodesCount) BEGIN SET @loopCounter = @loopCounter + 1 SELECT @currentNode = orgUnit_id FROM @nodesWithoutManager WHERE temp_id = @loopCounter SET @parent_id = @currentNode -- start in the current node -- find first parent with managers assigned WHILE(NOT EXISTS(SELECT 1 FROM tblUsersOrganisationUnits JOIN v_Users AS managers ON managers.intUserCn = tblUsersOrganisationUnits.user_id AND userStatus <> 2 WHERE organisationUnit_id = @parent_id AND position = 1) AND @parent_id IS NOT NULL) BEGIN SELECT @parent_id = parent_id FROM tblOrganisationUnits WHERE id = @parent_id END SELECT @parentManagers = STUFF((SELECT ',' + managers.FullUserName FROM tblUsersOrganisationUnits AS orgUnitManagers JOIN v_Users AS managers ON managers.intUserCn = orgUnitManagers.user_id AND userStatus <> 2 -- manager WHERE orgUnitManagers.organisationUnit_id = @parent_id AND position = 1 FOR XML PATH('')), 1, 1, '') -- @parent_id -- this node has managers NOT NULL -- now update the table with the missing managers UPDATE #userManagedOUs SET managers = @parentManagers WHERE id = @currentNode END DECLARE @users TABLE(user_id INT NOT NULL PRIMARY KEY) -- add the users whose DVORG corresponds to the manager's employee number INSERT INTO @users SELECT user_id FROM v_UsersChainAssignedModuleItems JOIN tblUserCustomAttributes ca ON ca.user_id = v_UsersChainAssignedModuleItems.userId JOIN tblUsersTargetGroups ON tblUsersTargetGroups.UserCn = ca.user_id AND targetGroup_id = @tgFunctionalArea WHERE ca.customAttribute27 = @PERNR AND itemId = @themeFunctionalArea --select all users in the managed OUs that have assigned the Theme INSERT INTO @users SELECT DISTINCT userId FROM v_UsersChainAssignedModuleItems JOIN tblUsersOrganisationUnits ON tblUsersOrganisationUnits.user_id = v_UsersChainAssignedModuleItems.userId JOIN #userManagedOUs AS userManagedOUs ON userManagedOUs.id = tblUsersOrganisationUnits.organisationUnit_id -- eliminate the ones NOT in the managed OUs JOIN tblUsersTargetGroups ON tblUsersTargetGroups.UserCn = tblUsersOrganisationUnits.user_id AND targetGroup_id = @tgFunctionalArea WHERE itemId = @themeFunctionalArea AND NOT EXISTS (SELECT * FROM @users WHERE user_id = v_UsersChainAssignedModuleItems.userId) -- get date of the first version of the item where it is "certifiable" DECLARE @itemHasRecertificationFrom DATE SELECT TOP 1 @itemHasRecertificationFrom = created FROM tblItemVersions WHERE tblItemVersions.id = @themeFunctionalArea AND certificationType > 0 ORDER BY created ASC --select * from @managerOUs DECLARE @highestDate DATE = '9999-01-01' DECLARE @lowestDay DATE = '1753-01-01' DECLARE @certYearlyInterval TINYINT DECLARE @certYearlyStartYear SMALLINT DECLARE @overrideInitialMonths INT DECLARE @overrideSpanMonths INT DECLARE @certificationType INT DECLARE @yearlyStart DATE DECLARE @yearlyEnd DATE SELECT @certificationType = certificationType, @overrideInitialMonths = overrideInitialMonths, @overrideSpanMonths = overrideSpanMonths, @certYearlyInterval = CASE WHEN certificationType = 1 THEN NULL ELSE certYearlyInterval END, @certYearlyStartYear = certYearlyStartYear, @yearlyStart = CAST((CAST(certYearlyStartYear AS VARCHAR(4)) + '.01.01') AS DATE), @yearlyEnd = CAST(CAST((certYearlyStartYear + certYearlyInterval - 1) AS VARCHAR(4)) + '.12.31' AS DATE) FROM tblItems WHERE id = @themeFunctionalArea -- get green status for all users that is after the first period (exclude any green status before the item was certifiable at all) ; WITH greenStatus(user_id, passed, startPeriod, endPeriod, lastGreen, firstGreen) AS ( SELECT users.user_id, MAX(IIF((@certificationType = 1 AND @itemHasRecertificationFrom IS NOT NULL AND periods.firstPeriodStart IS NOT NULL AND periods.firstPeriodStart >= @itemHasRecertificationFrom AND startDate >= periods.firstPeriodStart) OR (@certificationType = 2 AND startDate >= CAST((CAST(@certYearlyStartYear AS VARCHAR(4)) + '.01.01') AS DATE)) OR (@certificationType = 3 AND startDate >= @yearlyStart), 1, 0)), -- passed MIN(IIF((@certificationType = 1 AND @itemHasRecertificationFrom IS NOT NULL AND periods.firstPeriodStart IS NOT NULL AND periods.firstPeriodStart >= @itemHasRecertificationFrom) OR @certificationType > 1, -- calendar yearly 2 recurrent or 3 only once CASE WHEN @certificationType = 1 THEN CAST(ISNULL(periods.firstPeriodStart, @highestDate) AS DATE) -- first period of all if any for fix interval!!! WHEN @certificationType = 2 THEN CAST((CAST(ISNULL(YEAR(startDate) ,@certYearlyStartYear) AS VARCHAR(4)) + '.01.01') AS DATE) ELSE @yearlyStart -- start first period END, @highestDate)), -- (if any, otherwise long in the future...) MIN(IIF((@certificationType = 1 AND @itemHasRecertificationFrom IS NOT NULL AND periods.firstPeriodStart IS NOT NULL AND periods.firstPeriodStart >= @itemHasRecertificationFrom) OR @certificationType > 1, -- calendar yearly 2 recurrent or 3 only once CASE WHEN @certificationType = 1 THEN IIF(periods.firstPeriodStart IS NULL, @highestDate, CAST(DATEADD(mm, ISNULL(@overrideInitialMonths,@overrideSpanMonths), periods.firstPeriodStart) AS DATE)) -- always initial months as end of period for Fix Intervall!!!! WHEN @certificationType = 2 THEN CAST((CAST((ISNULL(YEAR(startDate) ,@certYearlyStartYear) + @certYearlyInterval - 1) AS VARCHAR(4)) + '.12.31') AS DATE) ELSE @yearlyEnd -- only once only calendar yearly considered here!! @certificationType = 3 END ,@highestDate)), -- end first period (if any, otherwise long long in the future...) MAX(CAST(ISNULL(startDate, @lowestDay) AS DATE)), -- last green status if any otherwise @lowestDay MIN(CAST(ISNULL(startDate, @highestDate) AS DATE)) -- first green status if any otherwise @highestDate FROM @users AS users LEFT JOIN tblStatusUserItemHistory ON users.user_id = tblStatusUserItemHistory.user_id AND item_id = @themeFunctionalArea AND status = 2 OUTER APPLY (SELECT MIN(periodStart) AS firstPeriodStart FROM tblUserItemPeriodHistory -- this only applys for fix interval recertification => can be ignored for calendar yearly WHERE @certificationType = 1 AND tblUserItemPeriodHistory.user_id = users.user_id AND tblUserItemPeriodHistory.item_id = @themeFunctionalArea --AND isInitialPeriod = 1 GROUP BY tblUserItemPeriodHistory.user_id, tblUserItemPeriodHistory.item_id) AS periods -- initial period only! GROUP BY users.user_id ) --select user_id, item_id, count(*), min(periodStart) as minPeriod, max(periodStart) as maxPeriod from tblUserItemPeriodHistory where isInitialPeriod = 1 group by user_id, item_id having count(*) > 1 -- enum OrganisationUnitPosition : int --{ -- Employee = 0, -- Manager = 1, -- Delegate = 2 --} SELECT v_Users.Vorname AS "Vorname/ First name", v_Users.Nachname AS "Nachname/ Last name", v_Users.descUserCn AS 'Pers.-Nr./ Employee ID', tblUsersContacts.email AS 'E-Mail/ Email', v_Users.office AS "Dienststelle/ Office", userOrgUnit.title + CASE userOrgUnit.position WHEN 0 THEN ' (M)' WHEN 1 THEN ' (F)' WHEN 2 THEN ' (V)' END AS 'Org.-Einheit/ Position/ Org. Unit/ Position', -- tblOrganisationUnits.nodeLevel, v_Users.companyAD AS "Gesellschaft/ Company", @themeTitle AS 'Titel des Bausteins/ Title of module', CASE startPeriod WHEN @highestDate THEN NULL ELSE CONVERT(VARCHAR(10), startPeriod, 104) END AS 'Start der Zertifizierungs-Periode/ Start of the certification period', CASE endPeriod WHEN @highestDate THEN NULL ELSE CONVERT(VARCHAR(10), endPeriod, 104) END AS 'Ende der Zertifizierungs-Periode/ End of the certification period', CASE passed WHEN 1 THEN 'Erfüllt / Completed' ELSE 'Nicht erfüllt / Not completed' END AS 'Status der Pflichschulung/ Status of mandatory training', CASE lastGreen WHEN @lowestDay THEN NULL ELSE CONVERT(VARCHAR(10), lastGreen, 104) END AS 'Zuletzt erfolgreich bearbeitet/ Last successfully edited', CASE firstGreen WHEN @highestDate THEN NULL ELSE CONVERT(VARCHAR(10), firstGreen, 104) END AS 'Zuerst erfolgreich bearbeitet/ First successfully edited', managerOUs.managers AS 'Führungskraft der Org.-Einheit/ Manager of Org. Unit' -- comma separated list if more!! FROM greenStatus JOIN v_Users ON greenStatus.user_id = intUserCn LEFT JOIN tblUsersContacts ON tblUsersContacts.user_id = intUserCn AND contactType_id = 1 OUTER APPLY (SELECT TOP 1 organisationUnit_id, title, position FROM tblUsersOrganisationUnits JOIN tblOrganisationUnits ON tblOrganisationUnits.id = organisationUnit_id WHERE tblUsersOrganisationUnits.user_id = intUserCn ORDER BY nodeLevel, title) AS userOrgUnit -- only one OU per User LEFT JOIN #userManagedOUs AS managerOUs ON managerOUs.id = userOrgUnit.organisationUnit_id ORDER BY Nachname, Vorname DROP TABLE #userManagedOUs -- get role of @current_user_id DECLARE @userRole INT SELECT @userRole = SecurityID FROM v_Users where intUserCn = @current_user_id --1) Fachbereich Verhaltenskodex= 61 --2) Fachbereich Datenschutz --3) Fachbereich Informationssicherheit --4) Fachbereich Geldwäsche --5) Fachbereich PeopleDL --6) Fachbereich Kartellrecht --7) Fachbereich Gesetzl. Anforderungen --8) Fachbereich IT-Administration = 68 DECLARE @relationalAreas TABLE(areaName NVARCHAR(128), role_id INT) INSERT INTO @relationalAreas VALUES ('Verhaltenskodex',61),('Datenschutz',62),('Infosicherheit',63),('Geldwäsche',64),('PeopleDL',65), ('Kartellrecht',66),('Gesetzl. Anforderungen',67),('IT-Administration',68) DECLARE @userRelationalArea NVARCHAR(128) SELECT @userRelationalArea = areaName FROM @relationalAreas WHERE role_id = @userRole SET @userRelationalArea = ISNULL(@userRelationalArea, '') -- this assures correct pattern for roles above 68 -- get TGs: for roles from 61 till 68 --*_ZG_BS_$Fachbereich_* --*_ZG_FS_$Fachbereich_* --$Fachbereich = Der 2. Teil der Rollenbezeichnung. Bei der Rolle "Fachbereichsleiter Geldwäsche" wäre dies "Geldwäsche". -- for roles above 68 it will be -- *_ZG_BS_* -- *_ZG_FS_* SELECT id,IIF(titleForLearners IS NULL OR LEN(titleForLearners) = 0, title, titleForLearners) AS title FROM tblTargetGroups WHERE mandator_id = @current_mandator_id AND @userRole > 60 AND ( title like '%' + '[_]ZD_Basisschulung[_]' + @userRelationalArea + '%' OR title like '%' + '[_]ZD_Fokusschulung[_]' + @userRelationalArea + '%' OR title like '%' + '[_]ZG_Basisschulung[_]' + @userRelationalArea + '%' OR title like '%' + '[_]ZG_Fokusschulung[_]' + @userRelationalArea + '%' ) OR ( @userRole = 63 AND title like 'ID_IRM_ZD_Fokusschulung_CyberSec_' + '%' OR title like 'ID_IRM_ZG_Cybersecurity_2025_nach_Test_löschen_V2' ) ORDER BY IIF(titleForLearners IS NULL OR LEN(titleForLearners) = 0, title, titleForLearners) SELECT DISTINCT tblItems.id, IIF(titleForLearners IS NULL OR LEN(titleForLearners) = 0, title, titleForLearners) AS title FROM tblItems JOIN tblModuleItems ON tblModuleItems.item_id = tblItems.id JOIN tblEduOffersModules ON tblEduOffersModules.module_id = tblModuleItems.module_id JOIN tblEduOffersTargetGroups ON tblEduOffersTargetGroups.eduOffer_id = tblEduOffersModules.eduOffer_id WHERE tblEduOffersTargetGroups.targetGroup_id = @tgFunctionalArea AND tblItems.itemType_id = 1 and deleted IS NULL AND (tblItems.title like '%' + '[_]BS[_]%' OR tblItems.title like '%' + '[_]FS[_]%') ORDER BY IIF(titleForLearners IS NULL OR LEN(titleForLearners) = 0, title, titleForLearners)