To help users stay on top of contractor and client compliance, the organization offers three easy-to-use reports:
Compliance: : Quickly see which contractors and clients are fully compliant, partially compliant, or need attention.
Renewable report: Keep track of documents that are about to expire so renewals can be handled on time.
Compliance chaser report: Identify missing or incomplete documentation and follow up to ensure everything is up to date.
These reports make it simple to monitor compliance, act proactively, and maintain organizational standards with confidence.
To access the Compliance Reports, navigate to the Reports area via the grid-menu
Compliance Report
This is a basic compliance report that allows Organisation user to view the compliance status of Contractors and clients
User Role: Mandatory – select to view Contractors or Clients
User Compliance Status: Mandatory; select the status to be viewed, there is the option to view all, or report user may just want to view any outstanding
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The report is generated to view the compliance status of Contractors, which can be used by Organisation to view compliance outstanding with ease.
Compliance Renewable Report
Use this report to check for compliance items that are due to expire within a chosen date range. For example, at the start of December, you could look at all contractors with items expiring in January. This gives the organization time to request updates for DBS checks, licenses, contracts, and other documents, helping to keep everything up to date and maintain compliance with both legal and internal requirements.
User Role: Mandatory – select to view Contractors or Clients
Expires in: Select from next 30, 60 or 90 days. Or within a date range
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An Excel spreadsheet is then generated with the search results so Organisation users can see with ease what compliance items are due to expire in the selected date range.
Compliance Chaser Report
Use this report to follow up with contractors or clients for any outstanding compliance documents. You can filter by the number of days to include in the report, choose whether to chase contractors or clients, and view the email status for each reminder.
From this screen you can send a reminder email for this to be completed.