What does this report do
Four types of exception analysis can be produced by this report:
- List everyone with the competency that's valid at the selected date. Use this report to list who is qualified with the competency at the date.
- List everyone with the competency expired by the selected date. Use this report to plan renewal of the competency.
- List everyone. Show the status of the competency, whether current, expired, not achieved or not required.
- 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 client 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
The Generation Screen