[MS Flex]

• Event forms can contain charts, grids, gauges, calendars etc. so they precisely match your existing paper-based forms - however they look
• Events can be configured to triggered further event(s) for example actions plans after an observation, using the simple-to-use triggers admin screen
• Triggered/follow on events are linked. Links can be clicked to view history
• All events can have an availability date range outside of which the event is unavailable for example disable a test until the related course has been attended
• Files can be attached to events (automatically password protected as PDFs). This can be used to provide evidence of competency
• Configurable CPD categories and targets. CPD summaries and targets can be shown on the dashboard consolidated for selected hierarchy
• Track and report on Corporate Governance / Board activity to monitor how your business is directed and controlled and whether certain crucial activities have been completed on time
• Configurable Complaint Management. Track all complaints with full reporting

• Can show regulatory news on login screen or after login
• Configurable hierarchies - spans of control, reporting etc.
• Detail pages can be hidden based on login rights
• Existing data can be imported one-off or regularly
• Can export to other company systems such as data warehouse etc.
• Built-in form builder to create your own screens to match your paper forms with options, check-boxes, linked lists, notes, calculations etc.
• Can integrate into other systems for example Point of Sale software etc.
• Off-line input possible using Excel worksheets uploaded to server and processed as a service
• Preferences such as KPI percent limits can be set by administrators
• The document repository makes shared documents available to all users ensuring they are up to date.
• KPIs, CPD etc.
• CBT can be provided using authoring package and made available for viewing via the events screen (with date range availability)

• Fully secure with IP address restrictions and Two Factor Verifications.
• All activities are audited. The audit can be reported upon
• All users can change their own password. Certain users can change other user's passwords, but no-one can see what anyone’s existing password is
• Security provided via forms authentication (if hosted by us) or windows authentication if installed on client intranet.
• Logins can
  • Be limited by date, or disabled
  • Have their own logo branding
  • Start with any detail page
  • Show/hide any detail page
• All menu items or individual actions on screens can be individually granted or revoked for users based on their user login level
• Flexible Hierarchy with multiple levels of managers/teams and companies makes it simple to restrict who and what is visible for any login

• Reports can be configured by administrators with drag and drop for groupings, sorts, column order and filters
• Fully customisable report designer
• Reports can be traditional, grid, pivot, chart or any combination
• One click reporting with automatic filtering based on hierarchy selected
• All reports can be exported to Excel, Word, PDF etc
• Customisable dashboard to see at-a-glance details relevant to your log in (Supervisor, Compliance Manager etc.) Can include CPD, KPIs, diary views, upcoming courses etc.
• Email notifications / reminders are automatically sent daily for outstanding events, upcoming tests etc
• Email notifications can be sent immediately as events are added
• Email notifications of breaches or potential breaches can be sent immediately to authorised personnel

Remember, we focus on Flexible Reporting which prevents your data being lost in a black-hole...