Monitor PD Requirements
When to Use This
Use this report when:
- Identifying staff who need to complete more PD
- Preparing for an external audit
Using the Report
Go to Reports → PD Requirements to see your staff’s compliance status.
Reading the table:
- Green “Meets Minimum”: Staff member has completed required hours
- Red “Below Minimum”: Staff member needs more PD in this area
- Progress bar: Visual indicator of actual vs required hours
Filtering: Narrow down by staff, department, requirement, or status (e.g., show only non-compliant).
Exporting: Select Export to Excel to download the current filtered view for audit documentation.
What Happens Next
- Results are recalculated automatically at 1:00 AM daily
- Click Recalculate if you need updated results immediately after staff log new activities
- Exported files are named with timestamps for audit trail purposes
Common Issues
"No data available yet" message
First calculation hasn’t run yet—click Recalculate or wait until 1:00 AM
Expected staff member missing
Staff may be inactive, or no requirements apply to their trainer scope type