tvMonitor PD Requirements

See which staff meet their PD requirements.


When to Use This

Use this report when:

  • Identifying staff who need to complete more PD

  • Preparing for an external audit


Using the Report

Go to Reports → PD Requirementsarrow-up-right to see your staff's compliance status.

Reading the table:

  • Green "Meets Minimum": Staff member has completed required hours

  • Red "Below Minimum": Staff member needs more PD in this area

  • Progress bar: Visual indicator of actual vs required hours

Filtering: Narrow down by staff, department, requirement, or status (e.g., show only non-compliant).

Exporting: Select Export to Excel to download the current filtered view for audit documentation.


What Happens Next

  • Results are recalculated automatically at 1:00 AM daily

  • Click Recalculate if you need updated results immediately after staff log new activities

  • Exported files are named with timestamps for audit trail purposes


Common Issues

chevron-right"No data available yet" messagehashtag

First calculation hasn't run yet—click Recalculate or wait until 1:00 AM

chevron-rightExpected staff member missinghashtag

Staff may be inactive, or no requirements apply to their trainer scope type

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