Document Summary Report

Document Summary Report

Step-By-Step Tutorial - Running Document Summary Report
  1. Log in to your Healthy Roster account, and select the "Documents" tab on the left navigation bar
  2. Click on "Document Summary Report"

  1. You will now see the status of each document type that is created within your account
  2. The Document Type is listed on the left, and you can view how many documents are expiring, expired, needs review, missing, or awaiting signatures. 

Step-By-Step Tutorial - Edit Notifications for Document Summary Reports
  1. Log in to your Healthy Roster account, and click on “edit profile” in the top right hand corner of your screen
  2. Scroll until you see “Notification Settings” and under that you will see “Document Summary Report Frequency” - This is referencing to the email that you will receive which shows you your document summary report
  3. Select how frequently you would like to be prompted to review this report - daily, weekly, monthly, or none

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