Credentials Tracker
This subprogram is used for keeping track of employee credentials, checking expiration dates, sending out email reminders, and automating reminder tasks.
Screenshots:
Program Features
Keep Track of your Team's Credentials and Expiration Dates
Closely monitor each of your team member’s credentials and expiration dates.
- Identify expired credentials easily with color-coded data cells.
- Monitor up to 15 credentials for each employee per profile.
- Quick summary showing how many employees have expired credentials.
- Make changes to credential expiration dates right on the data table.
Create Profile Groups for your Team
Make as many profile groups as your credentialing team needs.
- Easily add profile groups for different users and administrators.
- Profiles are password-protected and can only be accessed by authorized users for each profile.
- With the Expiration Date Update Wizard, you can quickly update the credential expiration dates of employees in profiles where you are listed as an authorized user.
- Administrator password can be used to bypass user security.
Manage Users and Profile Administrators
Setup authorized users for each profile for added security.
- Easily add or remove users from your selected profile.
- Once added, users can use their Infosys username and password to log in and manage selected profile.
Setup Credentials for Selected Profile
Manage up to 15 credentials for each profile group.
- Easily add and remove credentials from the database.
- Setup automatic email alerts to profile users with a list of expired credentials.
- Setup text messaging for expired credentials.
- Credentials are specific to each profile group.
Manage Employee Database and Credentials
Add, modify or remove employees from your list and add expiration dates to each credential.
- Easily manage employee database for selected profile.
- Alternative list view of the credentials table.
- Update credential expiration dates right on the data table.
View and Send Reminder Alerts to Employees Before Their Credentials Expire
Manually send reminder alerts to employees before or after their credentials expire.
- Easily categorize expired credentials and credentials that will expire in 3 months, 30 days or 15 days.
- Print reminder letters that you can send to employees with expired credentials by mail or fax.
- Alternatively, you can also send reminder letters by email to the designated recipient.
Setup Email Reminders to Employees with Expired Credentials
Manage manual or automatic email reminders to employees if they have expired credentials.
- Manually send reminder letters to employees with expired credentials or automatically send them on a schedule.
- Add an email address for each employee and choose whether or not you want to send automatic emails for that employee.
- Keeps a log of the last time an email reminder was sent.
Add List of Contacts who Manage Employee Groups
Send reminders to team coordinators with a list of expired credentials among their team members.
- Add designated contacts like clinic managers in charge of managing credentials for their teams.
- Assign employees to your contact list.
- Manually send email reminders to your contacts, or automatically send them on a set interval.
- Add a personalized email template for each of your contacts.
Keep Track of Previously Printed Reminder Letters
View log of previously printed reminder letters sent to employees with expired credentials.
- Keeps a log of employees, and their expired credentials each time a reminder letter is printed.
Additional Features Include:
