A compliance documents report allows you to easily track the currency of your vendor's licenses and insurances, as well as track your organisations validation of these documents in one central location. Felix allows you to search your vendor's compliance documents and filter the results to generate a custom report that suits your needs.
Compliance document reports can be customised to include documents of a specific type, document status, validation outcome and/or expiry date. You can also generate reports based on the status of the vendors, the panels they are registered against, or by using a specific keyword.
To generate a compliance documents report:
Note: Your report will be generated as per the filters you have selected. You can generate a report of all compliance documents by following the steps above without applying any filters.
Tip: You can quickly view further details about a specific compliance document by click on the relevant entry in the list.