The Credential Compliance Report is a powerful tool that provides clear insights into the status of user credentials. It helps track whether credentials are pending approval, expired (with expiration dates), or missing, ensuring compliance and streamlined management.
How to Access the Credential Status Report
To generate and view the Credential Status Report, follow these steps:
Navigate to Reports: From your dashboard, go to the Reports section.
Select Credential Status Report: Locate and select the Credential Status Report option.
Choose Credentials to View: You can select one or multiple credentials to review.
Select the Activity Period: Choose the time frame for which you want to review credential statuses. This allows you to filter data based on a specific period of interest.
Choose Job Type(s): Select one or multiple job types for which you want to view credential statuses.
Submit the Request: Click the Submit button to generate the report.
Download the Report (Optional): If needed, you can click Download CSV to export the report for further analysis or record-keeping.
Benefits of the Credential Status Report
Ensures Compliance: Helps track required credentials and prevents operational disruptions due to expired or missing credentials.
Enhances Efficiency: Quickly identify pending approvals and take action to update credentials as needed.
Customizable Filters: Allows users to refine their reports by credential type, activity period, and job type.
Easy Exporting: Provides the option to download data in CSV format for offline review or sharing with stakeholders.
By utilizing the Credential Status Report, organizations can maintain compliance, streamline workforce management, and ensure all necessary credentials are current and properly documented.