How to run a qualification compliance report

What the report shows

The Qualification Compliance report gives you a cross-section of your entire workforce's credentials at a point in time. For each carer, it shows:

• Which qualifications are recorded
• The expiry date of each credential
• Whether the credential is current, expiring soon, or expired

This is the report to run before a quality audit, when onboarding a new carer, or any time you need to confirm your roster is fully credentialled.

Step 1 -- Go to Reports

From the main navigation, tap or click Reports. You will see the report categories: Operational and Compliance.

Step 2 -- Select Qualification Compliance

Under the Compliance section, select Qualification Compliance. The report loads with the current date as the reference point.

Step 3 -- Set your filters

Use the date filter to set the period you want to review. You can also filter by:

• Carer -- view a single person's credential status
• Credential type -- filter to a specific qualification (e.g. NDIS Worker Screening only)
• Status -- show only expired records, expiring soon, or all

Step 4 -- Review the results

The report table shows one row per carer per credential. The status column uses a colour indicator:

• Green -- current and valid
• Amber -- expiring within 30 days
• Red -- expired or missing

Step 5 -- Export if needed

To download the report, tap Export CSV. The file opens in Excel or any spreadsheet tool and contains all the same columns as the on-screen view.

Acting on the results

For any expired or expiring credentials, contact the carer directly and update their qualification record in Teiro once they provide evidence of renewal. See Document expiry alerts for how to set up automatic reminders.

Book a demo or sign up free.