JOB: Compliance Codes by Job Report

Type a description to name the report. This description prints above the Report Title.

Use this option group to exclude, include, or include only Jobs without Compliance Codes.

• Exclude - If this option is selected, Jobs without Compliance Codes are not included in the report.
• Include - If this option is selected, Jobs with not Compliance Codes ARE included in the report.
• Only Jobs w/o Codes - If this option is selected, only Jobs without Compliance Code ARE included on the report.

The Default Company Name for Report is populated from the Company Setup screen. The list contains all companies for which you have security permissions to view. If you have permission for only one company, that will be the only one displayed in the list. If you have permissions to multiple companies, the list will display those companies PLUS the default reporting company.

When discernible, WinTeam will print the appropriate company name and logo on each page; otherwise the Default Company Name will print. That is, if a Company level is included in the tiered section and is displayed in the tiered information at the bottom of the page, then that company's Report Name and Logo (if selected) prints on that page.

If there is not a Company identified in the tier area of the page, then the Default Company Name for Reports is used. The default Company Name and Logo is also used for the Total Enterprise report. For more information see Learning about WinTeam Reports.

Use the Job Status option to sort report data by Job Status.

Click Active to include only active Jobs on the report.

Click Inactive to include only inactive Jobs on the report.

Click All to include both Active and Inactive Jobs on the report.

Use the Performed By check boxes to select Compliance Codes to include on the report based on who in your company is responsible for performing and completing the Compliance Tracking code tasks.

Select Employee to include Compliance Codes to be completed by the employee.

Select Employer to include Compliance codes to be completed by the employer.

Select Other to include Compliance Codes to be completed by someone other than an employee or employer on the report. If you select Other, the Performed by Other category displays in the Category/Records container, enabling you to pick from the list of Others.

Compliance Codes - Select the Compliance Codes to include on the report. Select All to include all Compliance Codes on the report. Select Pick From List to define specific Compliance Codes for the report. When you select Pick From List, the Compliance Code list displays. Select the check box next to each Compliance Code to include on the report.

Compliance Types - Select the Compliance Types to include on the report. Select All to include all Compliance Types on the report. Select Pick From List to define specific Compliance Types for the report. When you select Pick From List, the Compliance Types list displays. Select the check box next to each Compliance Types to include on the report.

Compliance Groups - Select the Compliance Groups to include on the report. Select All to include all Compliance Groups on the report. Select Pick From List to define specific Compliance Groups for the report. When you select Pick From List, the Compliance Groups list displays. Select the check box next to each Compliance Group to include on the report.

Compliance Group Types - Select the Compliance Group Types to include on the report. Select All to include all Compliance Group Types on the report. Select Pick From List to define specific Compliance Group Types for the report. When you select Pick From List, the Compliance Group Types list displays. Select the check box next to each Compliance Group Type to include on the report.

Due Date Based On - Select the Due Dates Based On to include on the report. Select All to include all Due Dates on the report. Select Pick From List to define specific Due Date Based On for the report. When you select Pick From List, the Due Date Based On list displays. Select the check box next to each Due Date Based On to include on the report.

Life Cycle Dates - Select the Life Cycle Dates to include on the report. Select All to include all Life Cycle Dates. Select Range to define a range of Life Cycle Dates for the report. When you select Range, the range fields display. Type the beginning date in the From field and the ending date in the To field.

Performed by Other - The Performed by Other category is available when you select Other under Performed By. Use this category to select the compliance items Performed by Others that you want the system to include in the report . Select All to include all performance status items performed by others.
Select Pick From List to define specific items from the Performed by Other list for the report. When you select Pick From List, the Performed By list displays. Select the check box next to each other/group to include on the report.

Select to filter the report using Contract Jobs.

Select All to include all Contract Jobs.

Select Range to define a range of Contract Jobs for the report. When you select Range, the range fields display. Type the beginning Contract Job Number in the From field and the ending Contract Job Number in the To field.

Select Pick to define specific Contract Jobs for the report. When you select Pick, the Jobs list displays. Select the check box next to each Contract Job to include on the report.

Use the Tier Template to define and save customized settings for a report. To use an existing template, select the template from the list and click Load.

To create a new template, you can load an existing template, make the necessary modifications, click Save, and define a new template name in the Save As dialog box. Alternatively, you can start with a blank template by clicking the Clear button.

To modify an existing template, load the template, make the necessary modifications, and then click Save. The name of the existing template display in the Save As dialog box. Click OK.

For more information see Using Tier Templates and Using Tier Parameters.

Select the Print Notes check box to include the Notes from the Compliance Tracking Code record on the report.

Select the Include Only Mandatory check box to show mandatory compliance codes on the report.

Select the Include Post Reqs check box if you want the Job Group Requirements to display first on the report, followed by Group by Post.

If this is not selected, the report always Groups by Job first.

Preview

Click the Preview button (or use the shortcut key, ALT + V) to view the report before printing.

Print

Click the Print button (or press ALT + P) to send the report to your default printer.

Export

Click the Export button (or press ALT + X) to export the report to a specified format. Reports may be exported to Adobe Acrobat (PDF), Excel, Comma-Separated Values (CSV), Grid View and E-mail (available for premise-based clients only).