Site / Asset / Employee Due Reports
Export Due Reports from the system to get spreadsheets with a full overview of what's due or overdue across your site(s).
To access this function, click on 'Manage' then 'Task Reports' in the side bar:
Click 'More Reports' button in the top right:
Choose from the following options:
The Site Reports shows checklists assigned at each site.
The Asset Report shows
Asset Documents
Asset Checklists
The Employee Report shows:
Training
Employee documents
Employee checklists (eg Health Surveillance, DSE)
These exports have hyperlinks to take you directly to pages where you can update items.
Note that these reports do not include archived items but they do show gaps i.e. where E-learning and training are required but there are no records provided.
Due Report Headers for Employee Report
These reports might seem complex at first, but they provide all the information you need to analyse your records. Here's an explanation of the employee report:
So for example if you want to find all training that is overdue, filter:
Column F to Training
Column M to overdue
Feel free to hide / delete any columns that aren't relevant
The other reports follow a similar format.