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Staff Qualifications Report

The Staff Qualifications Report provides a comprehensive overview of staff credentials, allowing you to track and manage required updates. This report is particularly useful for identifying upcoming expirations, helping ensure all staff are compliant

Table of Contents

Accessing the Staff Qualifications Report

To access the Staff Qualifications Report:

  • Navigate to: Reports > Staff > Staff Qualifications

  • The report will display staff members along with their credential information, helping you quickly review qualifications across your team.

Using Filters for Expired and Expiring Credentials

The Staff Qualifications Report includes powerful filtering options to support proactive management of credentials.

  • In Reports > Staff > Staff Qualifications, use the Credential Options filter.

  • This filter allows you to search for credentials that are:

    • Expired
    • Expiring within 30, 60, or 90 days

With this filter, users can identify credentials nearing expiration and take appropriate action.

Setting Up Expiration Reminders

To support timely updates, automated reminder emails can be configured for staff with approaching credential expiration dates. This process requires setting up email triggers in the system.

  • Go to: Admin > Settings > Trigger Emails

  • Check the Show All box, then locate the Staff section.

  • Enable and configure the expiration reminders for staff credentials.

Once configured, the system will send email reminders to staff based on the expiration timeline you selected in the filter.

Last Updated: 10/04/2024