Reading time 3 mins


TABLE OF CONTENTS

Introduction


Every user in Radar Healthcare is assigned a Manager.  If you are a Manager in the system you are able to view the compliance requirements for your team.  


You can view the upcoming and overdue requirements of your team on the 'My tasks' dashboard by selecting 'Workforce Tasks' and filtering on the compliance tasks.


You can also view all compliance at any time by selecting 'My Workforce' on the left-hand menu.


Viewing My Teams Outstanding Requirements 


  • If you are set as a Manager within Radar Healthcare, you will be able to see your workforce's Pending and Overdue items via the Workforce tasks tab on your main dashboard.


My workforce tasks.


  • You can filter the users on this page, along with the relevant task details using the filter icon on the top right-hand side of the page.



Viewing All My Teams Compliance by User


  • To view the compliance status of your workforce, select My Workforce from the left-hand menu. 


An image showing My Workforce on the side menu.


  • You are now taken to the Workforce Compliance list. What you see on this screen depends on your system permissions, you may see all users across the organisation, only those within your own Location or Region, or only those for whom you are assigned as the Manager.


  • The list of users is displayed, along with their current compliance status. These are as follows:
    • Planned – The user has not yet completed any requirements and the due date is in the future.
    • Compliant – The user is fully compliant with all requirements.
    • Pending – The user has at least one requirement that is due to be completed quite soon.
    • Overdue – The user has at least one requirement that has not been completed and the due date for the requirement has passed.
    • Not Applicable – The individual does not have any requirements assigned, or all of their requirements are inactive.


  • From this list, you will be able to see how many requirements are Compliant, Pending or Overdue via the relevant column.


Overview of Team Compliance by User.


  • To view a user's compliance record, click on them from this list. 


  • You will now see all the user's assigned compliance requirements, along with the next due date, last completed date and the current compliance status.


A users compliance.


Viewing All My Teams Compliance by Requirement


  • In addition to viewing each user's overall record, you can also view the compliance list by Requirement.


  • From the Workforce Compliance page, select the Requirement tab on the top right of the screen. This will now show you each requirement and each user individually. 

List of compliance by requirement.


  • You can filter and sort the requirement list using the filter icon on the top right-hand side of the screen.


  • This will open the filter panel where you can filter the various fields.



FAQs


Why do I not have My Workforce on the menu?


  • If you do not have the My Workforce menu item, or when viewing the My workforce compliance list, your list is blank or users are missing, you have not been given permission to view the workforce compliance requirements for the users you wish to view. 


  • If this is the case, please contact your System Administrator who will be able to grant you the required permissions if needed.