Staff Documentation Renewal
Description:
This report displays a list of staff members and any compliance documentation that either needs or will need renewing based on the selected filters. The report includes the staff member’s name and ID number, the compliance document, and the renewal date.
Use:
This report can be used to quickly reference recent or upcoming compliance renewals for staff members.
Limitations:
Filters
This report can be filtered by:
Field | Description |
---|---|
Company | Use this dropdown to select the company. |
Location | Use this dropdown to select the location. |
Team | Use this dropdown to select the team. |
Staff Status | Use this dropdown to select the staff member’s status. |
Staff | Use this field to select the staff member. Using a partial term displays all results matching the term. |
Coordinator | Use this dropdown to select the coordinator. |
Date From | Use this field to search for renewals beginning on this date. |
Date To | Use this field to search for renewals ending on this date. |
Internal Staff | Select this check box to limit the report only internal staff. |
Report Output
Each column of the report displays:
Field | Description |
---|---|
Staff Name | Displays the staff member’s name. |
ID | Displays the staff member’s ID. |
Compliance Code | Displays the name of the compliance document. |
Results | Displays the result of the compliance document. |
Renewal | Displays the compliance document’s renewal date. |
Comments
0 comments
Please sign in to leave a comment.