Single Central Record

To access the Single Central Record (SCR), click on Staff in the module list, and then select List from the dropdown.

You then want to click on File, and from the dropdown, select Single Central Record.

Note:
You will need the permission 'Staff - Single Central Record' in order to see this option appear in the dropdown and access it.

Viewing and Editing the SCR

As a default, the SCR will show all current staff members at your organisation. There are four filters that you can use to specify which staff members appear on screen:

• Current Staff Only? - Tick this box to only show current staff
• Job Title - Filter by individual Job Titles using the dropdown here
• Site - Filter by site
• Status - Filter by Staff status

Scroll horizontally to view the different columns in the SCR, and by clicking on the + symbol at the start of each row, you can see a dropdown of all Staff Training recorded for each staff member, as well as a checkbox to denote if each training record is a Legal Requirement.

Multiple - but not all - of the fields on the SCR can be edited directly from the SCR screen. For example, you can click on the Job Title field to then bring up a window that allows you to then change the Job Title for the staff member selected.

Any changes that you make to a Staff record will need to be saved by clicking on the green Save Staff button in the top right of the page.

Editing which columns display on the SCR

You can change which columns appear on the SCR by clicking on the Change columns button in the top right of the screen.

This will bring up a window where you can then use the checkboxes to mark which columns you want to appear/not appear on the SCR. Click the blue Update button, and the list will update accordingly.

Exporting the SCR

To export the SCR, all you have to do is click on the Export button in the top right of the screen.

The report will then be running, and once finished, if you check your Task Alerts bar you should see a message letting you know the report has finished printing.

Click on this, and the report will then be sent to your downloads folder as an Excel file.