What does this report do
Four types of exception analysis can be produced by this report:
1. List everyone with the competency that's valid
Use this report to list who is qualified with the competency at the date.
2. List everyone with the competency expired by the selected date
Use this report to plan renewal of the competency.
3. List everyone. Show the status of the competency for them
It shows the status of the competency whether current, expired, not achieved or not required.
4. List everyone without the competency
Produces a list of records and the status of the competency. Use the date to forecast whether the competency may have expired by that date.
How would a customer use it?
Clients use this report to find records with competencies not grouped by a role that are missing, expired or incomplete.
These competencies would have been individually assigned to the record. (ie. not as part of a role)
This is very handy when looking at a group of records (ie. employees or volunteers) to confirm if they have a certain set of valid competencies / certificates
Generation Screen
Samples of Generated Reports
1. List everyone with the competency that's valid
2. List everyone with the competency expired by the selected date
3. List everyone. Show the status of the competency for them
4. List everyone without the competency