UK Workforce: Filters - Check certifications and expiry dates

Admin - Email/Print/Calendar (Superuser to edit members)

TeamUnify will email Workforce Admin(s) to let them know when any Workforce member safeguarding and DBS certifications are within 90, 60 or 30 days of expiring, or have expired.

Admins can also check the credentials of Workforce members by using filters and by editing individual members. In the menu, 

  • Go to Account or Member Admin.
    1. Chameleon users: In the side menu click Team Admin > Account/Member Admin. Stay on Accounts tab or click Members tab.
    2. New CMS users: In the side menu click Team Tools > Accounts or Team Tools > Members tab.
  • Filters to use

    Click Customize Filters to access the following filters, then click Done when finished.

    • Workforce Courses — Select specific Courses on the right
    • Workforce DBS — Select DBS expiry dates on the right
    • Workforce Roles — Select specific Roles on the right
    • Workforce Safeguarding — Select Safeguarding expiry dates on the right
    FYI, the DBS Check Date field is not part of Workforce.

    Columns to view

    Click Customize Columns, then drag and drop fields listed below from the left to the list on the right in the order you wish to view them in the member listing, then click Done when finished.

    • Courses
    • DBS
    • DBS Expiry
    • Roles
    • Safeguarding
    • Safeguarding Expiry
    FYI, the DBS Check Date field is not part of Workforce.

    Save the view

    Once you have set your filters and columns, you can save the "view" to pull up again at any time.

    1. Click Saved Views.
    2. Give it a name reflective of the filters and columns you've set.
    3. Click Save View.
    4. Click Done.
    5. Whenever you return to Account/Member Admin and want to pull up that view again, click Saved Views, then click the view name you saved.

    __________
    See Also
    Set/designate Workforce members
    UK Workforce training certifications introduction

    Membership

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    50. Why is my swimmer not showing the event?
    51. Edit Attendance or Workout report on the Website / SwimOffice - Sync back to OnDeck
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    74. Set an athlete as Not USA Registered
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    78. Searching in Account Member Admin
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    80. Membership: Add a Roster Group
    81. Accounts/Members: Export accounts/members roster to Excel spreadsheet
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    84. Membership: Duplicate email / email already exists / can't add account
    85. YMCA Membership: Remove coach so they stop receiving emails
    86. Membership: View MainSet videos
    87. Membership: Exclude accounts from meet financial requirements
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    89. Membership UK: DBS Check Date field
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