Summary of Article:
This article provides an overview of the Cautions/Expires tab, which allows for the tracking and management of Missing credentials and Credential expiration forecasts. It explains how to access and interpret credential reports directly from the Corporate and Facility Dashboards. You’ll learn how to customize reports using filters by credential type, status, severity, and display settings, and how these affect the ProviderTrust score. The article also guides users on exporting and scheduling these reports for streamlined credential management.
Corporate Dashboard View:
Click on any number on the Corporate Dashboard to view detailed reports of all missing, total, expired, and Expiring licenses and certificates.
Facility Dashboard View:
Click on any number on the Facility Dashboard beneath the Cautions / Expires section to be directed to the Cautions/Expires tab. This view automatically applies filters based on your selection (e.g., Expired, Missing/Incomplete, Expires in 7, 30, or 60 days).
Generating Reports
- From your dashboard, select Cautions/Expires from the blue navigation bar.
- Use filters to customize your report criteria.
Recommended Filters and Descriptions:
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Passport Item Type
Select credential type, such as:- Licenses
- Certificates
- Documents
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Status
- Missing: Required credentials not yet added per your policy.
- Expiring: Credentials with an upcoming expiration date.
- Expired: Credentials with a past expiration date.
-
Expires Within: Choose a timeframe (7-365 days) for expiring licenses.
-
Severity
- Required: Essential for job duties.
-
Optional: Not essential.
-
Display
- Dashboard: Affects the ProviderTrust score and is a required credential.
- Not on Dashboard: This does not affect the ProviderTrust score; typically an optional credential.
- Any: Includes all credentials, whether displayed on the Dashboard or not.
Exporting Reports
After setting your criteria, click Export in the bottom right corner of the screen (you may need to scroll down). You can download the report as an XLSX or PDF, or schedule it for daily or weekly email delivery. See more about scheduling custom reports here.