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      Client Compliance Report



      • How to access Client Compliance Report?
      • Client Compliance Report
      • Download Report
        • PDF Format
        • CSV Format
      • Email Report

      How to access Client Compliance Report?

      To access the Client Compliance Report:

      • Click Reports → Client Reports →Client Compliance

      Client Compliance Report

      Please entered the filters as required and then click Report to see the results

      Filters include 

      Field Name

       

      Description

       

      Servicing Office

      Select the required Servicing Office. The report will be generated for the selected Service Location(s).

      In case the Servicing Officeis not selected, the report for all the available Servicing Office are generated.

      Service Location

      Select the required Service Location. The report will be generated for the selected Service Location(s).

      In case the Service Location(s) is not selected, the report for all the available Service Location(s) are generated.

      Delivery Location

      Select the required Delivery Location based on the selected Service Location. The report will be generated for the selected Delivery Location(s).

      Qualification

      Select the qualification.

      In case the Qualification is not selected, the report for all the available qualifications are generated.

      Rule Status

      Active or Inactive

      Rule Created/Updated Date

      Select the date range that the rule was generated or updated within

      Please note this is mandatory
       

      Download Report

      Based on the selected filters for the Client Compliance Report you can download the report in two available formats i.e. PDF format or CSV format (excel.

      PDF Format

      The figure below shows the Client Infection Control Report in the PDF format generated based on the selected Filters.

      CSV Format

      The figure below shows the Client Infection Control Report in the CSV format generated based on the selected Filters.

      Email Report

      Once you generate the report you can select “Send Email” and then this will ask you to select a template and who the email would be emailed to with the attached file.