This article applies to ADMINISTRATORS.

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

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

Click new requirement. Choose a category, add a requirement name, add a description, and choose which teams or departments the requirement should apply to.

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

Go to Users tab

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

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.

Reporting on Checks and Licenses

Go to Reports tab

Scroll down to the bottom page to view checks and licenses reports

There are 2 default Checks and Licences reports:

Uploaded Checks and Licenses in a defined period: Shows all the documents that have been uploaded against your requirements.
Items due to expire in a defined period: Shows you all of the items that are due to expire soon.

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

Clicking on a name or item in these reports will display a popup with the document for you to view.
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