Skip to main content

Compliance Report

Keeping your team fully trained and compliant is a breeze with this report

Written by Rocio Solis

1. To get started, navigate to Reports > Carer reports > Compliance.

2.Use the filters to view a single carer or pull a report for your entire active (or even archived) team.

3. eed a physical copy for an audit? Click the Actions button to Print or save the report as a PDF.

4. Click the arrows at the top of the columns to sort your data., you can sort the information:

  • By alphabetical order (for carer and compliance names)

  • By date (validity and expiry dates)

Pro-tip: Tick the "Include missing" box to instantly spot gaps in a carer's profile—perfect for onboarding new staff or preparing for an inspection!


Did this answer your question?