Staff Documentation Renewal

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.

Sample Report

Graphical user interface

Description automatically generated

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