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What reports are available to be scheduled to send via Report Messenger?

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There are two standard reports designed to be sent on a schedule via Report Messenger. Additional reports may be available on a case by case basis.

Expand or collapse content Contract Status Report

The Contract Status report displays basic status information for the contracts for the project(s) related to where the Report Messenger schedule is set up within the hierarchy.

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.
Expand or collapse content Contract Compliance Report

The Contract Compliance report displays detailed compliance information for the contracts for the project(s) related to where the Report Messenger schedule is set up within the hierarchy.

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.
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