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OrgChart certification

Purpose: For given users, lists their certification and the certification information of their subordinates.

Executable: orgchartcert

Table 1. OrgChart certification report search criteria

Criteria

Description

Manager ID

Search for one or more managers to include in the report. Alternatively, type a comma-and-space-delimited list of managers.

Filter on subordinates certification dates

Define a date range for certification dates.

Include indirect subordinates

Check this box to also include indirect subordinates in report.

Unreviewed only

Check this box to include only unreviewed subordinates in report.

Only users unreviewed in last number of days

To include only subordinates who had not been reviewed in last N days.

Report type

Choose one of the following options to define a report type:

  • Detailed: This is the default setting. This report type lists certification information of the subordinates.

  • Global summary: This report type lists a count of reviewed subordinates and unreviewed subordinates for the whole OrgChart.

  • Per manager summary: This report type lists a count of reviewed subordinates and unreviewed subordinates for each of the selected managers.



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