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Probation Report: On Probation - Three Checks
Probation Report - Less than Three Checks
Probation Report - Probation Override
REPORT DESCRIPTION
View a list of contractor companies and their employees with documented safety violations. This report displays their probation status, probation start date, and expiration date, and infraction history.Note: Refer to the Probation: Create, Edit, Remove, Override Safety Infractions - Contractor LMS article to learn how to document safety violations for a contractor company and its employees.
- Company Probation Status Section
- Infraction History Section
- User Section
The report displays the following:
- Name of the Report
- Company Name
Company Probation Status Section
- Probation Status: Displays one of the following:
- On Probation - Three Checks: means the company and/or its employees have accumulated three safety violations
- Probation - Override: means the LMS administrator has overridden the probation
- Two Checks: means the company and/or its employees have accumulated two safety violations and they are not on probation
- One Check: means the company and/or its employees have accumulated one safety violation and they are not on probation
Note: Companies with one or two checks will only display on the report if the One Checks or Two Checks checkboxes are selected in the Probation Status parameter.
- Probation Start Date: Displays the start date of the probation
Note: Only displays when the company has accumulated three or more probations. - Probation Expiration Date: Displays the expiration date of the probation; one year from the start date
Note: Only displays when the company has accumulated three or more probations. - Probation Days Remaining: The total days remaining on the one year probation period
Note: Only displays when the company has accumulated three or more probations.
Infraction History Section
The following fields appear in the Infraction History Status Section of the Report. This section will only appear when the Show Infraction History checkbox parameter is checked.
- Status: Displays one of the following:
- Probation override for problem starting on
- Infraction created on for
- Created User: Displays the LMS Administrator name who created the violation
- Created User Site: Displays the facility where the violation occurred
- Created Date: Displays the date the LMS Administrator created the violation
- Status Note: Displays the note entered in the Safety Infractions section of the user or company record. Indicates the reason for the safety violation.
Users Section
The following fields appear in the User Section of the Report. This section will only appear when the Show Users checkbox parameter is checked. When this checkbox is checked all users for the contractor company will appear whether they have a documented safety violation or not.
- Name: Displays the contractor company employee name
- User Name: Displays contractor company employee's user name
- Email: Displays the contractor company employee's email if entered on the user record
- Phone: Displays the contractor company employee's phone if entered on the user record
- User Infraction Count: Displays the number of safety violations documented on the contractor company employee's user record
REPORT PARAMETERS
The following parameters are available in this report:
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Probation Status: Defaults On Probation checked and displays any company and/or its employees who have accumulated three or more safety violations. When One or Two Checks are selected, the report displays any company and/or its employees who have accumulated one or two safety violations.
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Show Past Probations: Defaults unchecked. When checked, displays any company with expired probations
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Show Infraction History: Defaults unchecked. When checked, displays the Infraction History section of the report for all companies.
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Show Users: Defaults unchecked. When checked, displays the User Section of the report for all companies All users for a company will display regardless if they have an infraction or not.
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Cover Page: Displays the report parameters selected to run the report as the first page of the report