Commonly used reports to manage accreditations within your facilities
This article is for FMI Works users who have been given the permission of Works Coordinator, Works Manager, or System Administrator
Overview
The FMI Works suite of Accreditation Reports is a valuable tool for managing supplier accreditations in FMI Works.
Commonly used accreditation reports
The following reports are commonly used to help manage accreditations.
Accreditation List
A comprehensive report that contains accreditation information for both your suppliers and their Supplier Employees. This report is useful when you need to know whether an accreditation has been verified and if it is valid, approaching expiry, or expired.
Contact Accreditation List
A report on the status of your Supplier Employees’ accreditations.
Vendor Accreditation List
A report on the status of your suppliers’ accreditations.
Report format
Reports can be run in either:
- PDF format; or
- CSV format, which enables further manipulation of data in Excel if required.
Running the reports
Go to the Services module and select Reports > Supplier Management. Select your report.
Various filters are available depending on the report. One or more filters can be selected and selecting a combination of filters will help narrow down search results.
We recommend using only one date filter otherwise the results may be skewed.
More information
For information on automatically sending reports, see How to Set Up Scheduled Reports.