Staff Compliance Report

 Permissions: You User must have Can View and Edit Credential Tracking permission.

This report shows which documents are active or expired for your staff.

[Set Report Parameters] [Read Report] [Download Report]

Set Report Parameters (Filter) 

1. Click Reports in the side navigation and click Staff Compliance Report under the Appointments section.
   
   
   
   
2. Set Date Range.
3. Click Run Report. 
   
   

Read Report

1. You can Search the Report for a specific name/word or date. i.e. Issue Date, Staff Name, Document Type, etc.
2. From left to right, you can see these default information columns:
   • Staff
   • Issue Date
   • Expiration Date
   • Position 
   • Document Name
   • Document Type
   • Status
   • Actions - View

Download Report

Copy or download CSV, Excel and PDF versions directly to your computer.

1. Click the CSV and PDF buttons on the upper right tab.