Access Care Compliance

In this article, we explain how to run a report for submitted audits.

Report on submitted audits

In this article, we explain how to export system data for multiple reocords.

Export system data

In this article, we explain how to create an external audit report.

Create an external audit report

In this article, we explain how to view, download and print an audit report.

View, download, and print audit reports

In this article, we explain how to view, download or print a Safeguarding report.

View, download and print a Safeguarding report

Donna Parker

Reports

In this article, we explain what to do if a location isn't appearing in a report drop-down.

Location not appearing in report drop-down

In this article, we explain why audit compliance reports may show unexpected figures.

Incorrect figures in the audit compliance report

Troubleshooting

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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