PS Report: Post Qualification

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

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 Report Type option to select either a Qualified List of Employees or Scheduled Exceptions report.

Click Qualified List of Employees to generate a list of employees who are qualified to work at a Post or Job. Click Scheduled Exceptions to generate a list of employees who are scheduled for a Post or a Job, but are not fully qualified due to Classification, Employee Type, or Compliance Tracking.

Use the Post Filtering Criteria option group to select records based on job qualifications. You may select more than one filter

Select Classification to include employees who have the proper classifications (from the Job Post Setup) for the selected Job. Select Employee Type to include employees who have the proper employee type for the selected Job.

Select Compliance Tracking to include employees whose Compliance history is acceptable for the selected Job.

Use the CT Due Dates Thru field to enter the last day to search Compliance Tracking Requirements.

Compliance Codes

Use the Compliance Codes category to select the Compliance Codes to include on the report.

Select All to include all Compliance Codes on the report.

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

Compliance Types

Use the Compliance Types category to select the Compliance Types to include on the report.

Select All to include all Compliance Types on the report.

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

Due Dates Based On

Use the Due Dates Based On category to select the date based on various dates used in WinTeam. For the Due Date calculation, if the record is not Failed or Revoked then the latest of Pending Date, Extension Date, or Expiration Date is used.

Employees

Use the Employees category to select the Employees to include on the report.

Select All to include all Employees on the report.

Select Range to define a range of Employees for the report. Type the beginning Employee Number in the From field and the ending Employee Number in the To field.

Select Create to define your own list of Employees. When you select Create, a small grid displays to the right. Enter the Employee Numbers you want to include in the list, or use the Lookup to locate the Employee Numbers.

Select Exclude to identify records that should not be included. When you select Exclude, a small grid displays to the right. Enter the Employee Numbers you want to exclude in the list, or use the Lookup to locate the Employee Numbers.

Response Priority Level

Use the Response Priority Level category to select the records to include on the report by Response Priority Level.

Select All to include all qualification records.

Select Range to identify specific qualification records based on the Response Priority Level.

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.

The Print Enterprise Totals check box is available to users who have more than one company, and may be selected to print enterprise totals on the report. This check box is selected by default.

If this is not selected, the report prints only the tiered reports that are marked for printing.

Select this check box to print the company logo on the report. It is selected or cleared by default based on the option selected in SYS:Defaults. However, you can modify the setting on each report.

Select this check box to include a list of the report options selected for the report. The Report Criteria page includes any ranges specified and each Category/Record selection made for the report. This check box is cleared selected by default.

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).

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

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 Report Type option to select either a Qualified List of Employees or Scheduled Exceptions report.

Click Qualified List of Employees to generate a list of employees who are qualified to work at a Post or Job.

Click Scheduled Exceptions to generate a list of employees who are scheduled for a Post or a Job, but are not fully qualified due to Classification, Employee Type, or Compliance Tracking.

Use the Post Filtering Criteria option group to select records based on job qualifications. You may select more than one filter

Select Classification to include employees who have the proper classifications (from the Job Post Setup) for the selected Job.

Select Employee Type to include employees who have the proper employee type for the selected Job.

Select Compliance Tracking to include employees whose Compliance history is acceptable for the selected Job.

Compliance Codes

Use the Compliance Codes category to select the Compliance Codes to include on the report.

Select All to include all Compliance Codes on the report.

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

Compliance Types

Use the Compliance Types category to select the Compliance Types to include on the report.

Select All to include all Compliance Types on the report.

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

Due Dates Based On

Use the Due Dates Based On category to select the date based on various dates used in WinTeam. For the Due Date calculation, if the record is not Failed or Revoked then the latest of Pending Date, Extension Date, or Expiration Date is used.

Employees

Use the Employees category to select the Employees to include on the report.

Select All to include all Employees on the report.

Select Range to define a range of Employees for the report. Type the beginning Employee Number in the From field and the ending Employee Number in the To field.

Select Create to define your own list of Employees. When you select Create, a small grid displays to the right. Enter the Employee Numbers you want to include in the list, or use the Lookup to locate the Employee Numbers.

Select Exclude to identify records that should not be included. When you select Exclude, a small grid displays to the right. Enter the Employee Numbers you want to exclude in the list, or use the Lookup to locate the Employee Numbers.

Response Priority Level

Use the Response Priority Level category to select the records to include on the report by Response Priority Level.

Select All to include all qualification records.

Select Range to identify specific qualification records based on the Response Priority Level.

Schedule Dates

Us the Schedule Dates category to select from a range of dates.

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.

The Print Enterprise Totals check box is available to users who have more than one company, and may be selected to print enterprise totals on the report. This check box is selected by default.

If this is not selected, the report prints only the tiered reports that are marked for printing.

Select this check box to print the company logo on the report. It is selected or cleared by default based on the option selected in SYS:Defaults. However, you can modify the setting on each report.

Select this check box to include a list of the report options selected for the report. The Report Criteria page includes any ranges specified and each Category/Record selection made for the report. This check box is cleared selected by default.

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).