The Downloadable Contract Status report must be filtered first prior to generation. It is designed to display details for one client level at a time.

To filter the report, select the applicable client name and project names from the dropdown. If you are looking to generate a report for any projects and all its sub projects, search the highest level project name within the project filter and select all choices that appear by holding the CTRL key and selecting the check boxes by the project names.

Then, generate the report by selecting the large button that reads "Click here to generate report with the selected filters".

The Contract Status report displays basic status information for the contracts for the selected options.

Contract Status

• Displays if a contract is Active (Open) or Inactive (Closed). If a contract is inactive, all other columns will display "No longer tracking."

Overall Compliance Status

• Displays "Compliant" if an active contract is compliant with providing all insurance items, or "Deficient" if an active contract currently is not fully provided all insurance items.

OK to Work Status

• Displays "OK to Work" if an active contract has provided all necessary insurance items to be allowed to work on site, or "Not OK to Work" if an active contract has not provided the minimum amount of insurance items to allow them on site. This is configured within each individual set of requirements. (For more details on this, please see this set of help articles.)

# of Email Requests (optional)

• Displays the number of email requests a deficient contract has received. 5 requests or more display in red text. May not display on every iteration of the Contract Status Report.

Last Request Date (optional)

• Displays the date a deficient contract received the most recent email request. 5 requests or more display in red text. May not display on every iteration of the Contract Status Report.

The Downloadable Contract Compliance report must be filtered first prior to generation. It is designed to display details for one client level at a time.

To filter the report, select the applicable client name and project names from the dropdown. If you are looking to generate a report for any projects and all its sub projects, search the highest level project name within the project filter and select all choices that appear by holding the CTRL key and selecting the check boxes by the project names.

Then, generate the report by selecting the large button that reads "Click here to generate report with the selected filters".

The Contract Compliance report displays detailed compliance information for the contracts for the selected options.

Contract Status

• Displays if a contract is Active (Open) or Inactive (Closed). If a contract is inactive, all other columns will display "No longer tracking."

Overall Compliance Status

• Displays "Compliant" if an active contract is compliant with providing all insurance items, or "Deficient" if an active contract currently is not fully provided all insurance items.

# of Email Requests (optional)

• Displays the number of email requests a deficient contract has received. 5 requests or more display in red text. May not display on every iteration of the Contract Status Report.

Last Request Date (optional)

• Displays the date a deficient contract received the most recent email request. 5 requests or more display in red text. May not display on every iteration of the Contract Status Report.

Policy Data Columns

• The rest of the columns display the compliance data related to the column headers. Deficient items are shown in red text.