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).

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.