RFX provides you with several different Excel exports that you can use to analyze your staff. The Export button can be found at the top right of the staff management dashboard page.
Staff Documents Export
This export will contain all providers and a row for every document they have:
Name, Email, Role information
Document Type
Effective and Expiration dates
Description
License Information
Archived yes or no
Missing Documents Report
This export will look at every active staff member and determine any missing documents using the following process:
Build a packet based on their role and All Provider packet
Look at active documents in all tabs
Look at documents inside of checklists that are currently in progress
Cross reference the packet with all documents from #2 and #3 to determine what is missing or what is expired.
The resulting file will have the following data:
Provider Name
Role
Document Name
Status – Missing or Expired