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User Certification Status Summary

 

 

The User Certification Status Summary Report allows the administrator to configure report criteria that best fits the administrator’s requirements. This report provides a status summary of certifications for selected users or all users, with the report criteria outlined in the list below. The report title is provided by the administrator along with fields of interest.

 

The following criteria are available for the User Certification Status Summary Report:

 

Report Title – Name of report provided by the administrator.

 

Field – Information in the fields to be included in the report. The fields may be selected by clicking in the selection box located to the left of the field.

 

Filter – The administrator may select from: one User ID or all user IDs; the First Name of user or all users; the Last Name of user or all users; one Subagency ID or all subagency IDs each user is assigned; the Certification for each user; the Expiration Date of the Certification for each user (expires in the following options: 30 days, 60 days, 90 days, 6 months, current year, next year, or All).

 

Order – The sorting priority for the certification report. For example, the User ID is sorted first, First Name sorted second, and Last Name third, etc.

 

In the Report Title field, the administrator types in a name for the report.

 

To view the User Certification Status Summary Report, click Show Report and the report screen is displayed. The User Certification Status Summary Report may be printed on your local printer. Close the report summary by clicking the button located at the top right-hand corner of your application screen. The administrator returns to the User Certification Status Summary Report Criteria screen. If no other reports are required, click Done to return to the User Reports Menu screen.