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# Set and Manage Checks and Licenses Requirements

|| **This article applies to ADMINISTRATORS.**

| You can use Checks to request vaccine records, police checks or any other documents you require from your learners. 

# Learn how to set and manage checks and licences requirements

You can use Qintil to manage your organisation's compliance for employee checks and licenses such as evidence of _professional registration, police check or visa_.  You can then report on the compliance and expiry date for your entire organisation, and Qintil will remind your users when they need to replace an expired document.

## Creating a requirement 

1. Click **Checks** in your admin dashboard to set up a check or license requirement

![](https://storage.crisp.chat/users/helpdesk/website/f587b67979f09800/image_f7dvsg.png)

2. Click ** +New Requirement** then add a requirement name.

![](https://storage.crisp.chat/users/helpdesk/website/f587b67979f09800/1-new-requirement_1p0sauh.gif)

3. Select a **Category** from the drop down menu such as _Police Check, License or Registration, Visa, Vaccination, and Other._

![](https://storage.crisp.chat/users/helpdesk/website/f587b67979f09800/2-category_bnn30k.gif)

4. Add a **Description** for the requirement and select whether you would like the users to add the __Record Expiry Date__ or the __Record Issue Date.__ You may also opt to add number of months until the document expiration.

![](https://storage.crisp.chat/users/helpdesk/website/f587b67979f09800/3-description-and-record-issue_1sz2wgi.jpg)

5. Add the teams in your organisation that you are requiring to submit the document and click _Save_.

![](https://storage.crisp.chat/users/helpdesk/website/f587b67979f09800/4-add-assigned-teams_7h5853.gif)

* Your requirements will show in Qintil for those users in the teams you have selected, and they'll also be alerted by email about a new Check requirement.

## Viewing Users Checks and Licenses

1. Go to **Users** tab

![](https://storage.crisp.chat/users/helpdesk/website/f587b67979f09800/image_3dxvex.png)

2. Search the user and inside the **User Card**, there is an extra box showing the checks and licenses that they're required to submit.

![](https://storage.crisp.chat/users/helpdesk/website/f587b67979f09800/5-viewing-users-checks-and-lic_e85g62.gif)

3. Click on an item to view the record or uploaded document and reject it if you wish. If you reject a document, the user will be required to upload another document.

![](https://storage.crisp.chat/users/helpdesk/website/f587b67979f09800/6-viewing-users-checks-and-lic_1svdscq.gif)

### Mini-dashboard for reporting

On the top portion of the main **Checks** page, you will find four different sections that you can click to access some information for reporting.

![](https://storage.crisp.chat/users/helpdesk/website/f587b67979f09800/checks_gtk1v6.png)

1. **Compliant Users**

This section would show you a quick view of the assigned users who are compliant in their check submission. If you have a lot of users there is a search field you can use to search a particular user's compliance information.

![](https://storage.crisp.chat/users/helpdesk/website/f587b67979f09800/ezgifcom-gif-maker_cf62fb.gif)

You can also view the user's check information from this section as well as edit them by clicking the **Edit** button. You also have an option to **Reject** a check that has already been verified here.

![](https://storage.crisp.chat/users/helpdesk/website/f587b67979f09800/ezgifcom-gif-maker-1_1o3bap6.gif)

2. **Verified Checks**

This section would show you assigned users whose checks were already verified. Similar to the Compliant Users section, you can also view, edit and reject the verified check.

![](https://storage.crisp.chat/users/helpdesk/website/f587b67979f09800/ezgifcom-gif-maker_qbwt02.gif)

3. **Awaiting Verification**

Assigned users' submitted checks that needs your verification can be found in this section. All information about their submitted check and the file they've submitted can be viewed before you click the **Reject or Verify** button.

![](https://storage.crisp.chat/users/helpdesk/website/f587b67979f09800/ezgifcom-gif-maker-1_1cvpz0k.gif)

4. ** Expiring Soon (next 30 days)**

You can find checks that are about to expire in the next 30 days in this section. You can also view, edit, or reject a check here.

![](https://storage.crisp.chat/users/helpdesk/website/f587b67979f09800/ezgifcom-gif-maker-2_dfh428.gif)

## Reporting on Checks and Licenses

1. Go to **Reports** tab 

![](https://storage.crisp.chat/users/helpdesk/website/f587b67979f09800/image_i6f1co.png)

2. Scroll down to the bottom page to view **Checks and Licenses** reports

__There are **2** default Checks and Licenses reports:__

* **Uploaded right to work items in a defined period: ** _Shows all the documents that have been uploaded against your requirements.  _
* **Right to Work Items due to expire in a defined period:** _Shows you all of the items that are due to expire soon._

![](https://storage.crisp.chat/users/helpdesk/website/f587b67979f09800/7-reporting-on-checks-and-lice_1rp5mh8.gif)

3.  Click **Add custom report** to create a customised report based on the organisation's needs

![](https://storage.crisp.chat/users/helpdesk/website/f587b67979f09800/7-reporting-on-checks-and-lice_tb5606.jpg)

4. Clicking on a name or item in these reports will display a pop-up with the document for you to view.

![](https://storage.crisp.chat/users/helpdesk/website/f587b67979f09800/8-reporting-on-checks-and-lice_1hxc9wr.gif)|