Records and Competencies Matrix Report

What does this report do?

Clients use this report to find records with competencies missing, expired or incomplete.

This is very handy when looking at a group of records (ie. employees or volunteers) that are expected to have a certain set of valid competencies / certificates (ie. health care professionals).

 

Generation Screen

From the Reporting module, expand Training Management and select "Record vs Competencies Matrix". Set the parameters as needed.

 

Sample of Generated Report