Appointments and Scheduling Reports

For general information on working with Cority reports, see Generating Standard Reports.

The following reports are available:

Report Title

Description

Completed Scheduled Activities and To Do's

Count of completed Scheduled Activities and To Do items in the Appointments/Scheduling modules.

Employee Combined Recalls

Employee's recall activities for both exposure group related activities and those that are not related to an exposure group.

Exposure Group Compliance

Exposure Group Compliance Nightly

Summary or detailed reports about exposure group compliance by exposure group or by employee (choose the Nightly version if there is a lot of data).

Exposure Group Enrollments

List of employees currently assigned to exposure groups by either job position association or manual enrollment. The report can be grouped by employee or exposure group.

Fit For Duty - Delinquent Report

Letter outlining SEG membership and all Completed/Incomplete Activities for a selected employee.

Schedule Notifications

Letters of notification informing employees, supervisors, and/or practitioners of scheduled activities an employee is being recalled for.

Schedule Recalls

Schedule Recalls Nightly

List of exposure group activities/exams or clearances an employee is due for and whether that recall activity has been scheduled or not (choose the Nightly version if there is a lot of data).

Optionally, you can include one demographic field that can be used to sort the report data; the remaining demographic information fields may be included in the CSV export only.

Schedule Status

List of employees and the status for each scheduled activity from the Appointments/Scheduling modules.

Training recall dates in these reports are based on the Attended Date in the training record; if the Attended Date was not populated, the Course Date will be used in the calculation of the recall date.