Document use generates logs (policy and procedure acceptance, checklists run) which can be reviewed via the reporting tab. Documents not accepted can also be reviewed.
Note: Your Access Level may restrict the use of some features.
Reporting is only available on Desktop.
The Reporting tab is not available on Standard Subscriptions.
When a Document is used, it generates a record. This is Policy and Procedure Acceptance and Checklists Run and Completed. Reports can be run showing these logs as well as Documents not Accepted or Used.
- From the left menu, select Administration > Reporting > Documents.
- Select the report required:
- Use Filters to customise your report.
- Click Export as CSV/ Excel/PDF.
Acceptance Logs and Checklist logs can also be viewed from:
- Procedures and Checklists performed for Inventory: Inventory > Machinery & Equipment/Structures/Tools/Chemicals, click the Inventory item to open and select Checklist Logs or Procedure Logs tab.
- Individual users logs: People > Manage People, click the user title to open and navigate to the Checklist Logs or Acceptance Logs tab.
- All Policy, Procedure and Checklist logs: Documents > Policies/Procedures/ Checklists and navigate to the Policy Logs, Procedure Logs or Checklist Logs tab.