OOHC – Expired Training

The Out of Home Care – Expired Training report creates a report containing details of Clients/Adults whose training is up for renewal.

OOHC – Expired Training

The Out of Home Care – Expired Training report creates a .csv file containing details of Clients/Adults (i.e. Adult Carers from a Carer Household) who have an expired (or soon to expire) training record and includes the following columns:

  • Client
  • Carer Household
  • Training Type
  • Completed Date
  • Expiry Date
  • Worker

Instructions

Step 1. Log into your CRM database (refer to Logging On for further information).

 

Step 2.  Select Report button from the Top Menu

 

Step 3. From the Report drop-down menu, select Out of Home Care – Expired Training List.

OOHC Expired Training list

The Out of Home Care – Expired Training List report has the capacity to be limited by an end date. This field is located under Parameters; complete it according to your requirements.

Expired Training parameters

 

Step 4. Click Run Report

The Report will be downloaded into your downloads folder, depending on your computer’s settings.

 

 

Further Information

For further information on running reports, please refer to Produce a Report.

Updated on May 24, 2018

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