Viewing Regulated Individual Data for Managers

This topic discusses how to identify unassigned regulated individuals.

Pages Used to View RI Data - Manager Views

Page Name Definition Name Usage

Unassigned RIs Page

PCMP_UNASS_RI

Identify unassigned regulated individuals.

RI Status by Business Unit (regulated individual status by business unit)

PCMP_RISTAT_INQ

Workforce Monitoring, and then Professional Compliance, and then Review Compliance Information, and then RI Status by Business Unit, and then RI Status by Business Unit

View the development status of all regulated individuals.

Compliance Re-Certifications

PCMP_RI_RECERTINQ2

Workforce Monitoring, and then Professional Compliance, and then Review Compliance Information, and then Compliance Re-Certifications, and then Compliance Re-Certifications

View the recertification status of all regulated individuals.

Unassigned RIs Page

Use the Unassigned RIs (unassigned regulated individuals) page (PCMP_UNASS_RI) to identify unassigned regulated individuals.

Navigation:

Workforce Monitoring, and then Professional Compliance, and then Review Compliance Information, and then Unassigned RIs, and then Unassigned RIs

This example illustrates the fields and controls on the Unassigned RIs page: Name tab.

Unassigned RIs page: Name tab

This example illustrates the fields and controls on the Unassigned RIs page: Regulatory Authority tab.

Unassigned RIs page: Regulatory Authority tab

Name Tab

Displays the employee IDs, employee record numbers, and names of unassigned individuals.

Regulatory Authority Tab

Displays the employee IDs, employee record numbers, professional compliance types, and regulatory authorities of unassigned individuals.

Note:

Ideally, this inquiry should return no rows. If it does, assign the unassigned regulated individuals who are identified here to a regulatory authority and a compliance supervisor.