Paperwork Reports

Paperwork Reports in PASS Harmonics help you keep all required documents organized, up to date, and easy to access—so you’re never caught off guard by missing or expired paperwork.

With Paperwork Reports, you can:

• Stay ahead of expirations

  Quickly identify paperwork that has expired or is approaching expiration, allowing you to take action before it becomes a compliance issue.

• Identify and resolve issues faster

  See paperwork that needs solutions or has suggestions, making it easier to address missing information, incorrect documents, or required updates.

• Ensure nothing is missing

  Easily spot facilities that are missing required paperwork so gaps can be resolved proactively.

• Organize paperwork across all facilities

  View paperwork by type and facility in one centralized place instead of searching through multiple systems or files.

• Be inspection- and audit-ready

  Having complete and accurate documentation readily available helps you confidently respond to inspections, audits, or internal reviews.

To access the Paperwork Reports, go to "Reports" in the Blue Navigation bar at the top of your screen, and scroll down to the "Paperwork" Section. Here you run reports for five categories. Expiring Paperwork, Paperwork Needing Solutions, Paperwork with Suggestions, Paperwork by Type, and Facilities Missing Paperwork.

To see the report, click the blue "Run Report" button under the section you need it for.

Paperwork Expiration: This will show you the paperwork that has expired.

Paperwork Needing Solutions: This will list all paperwork with issues that must be resolved. The Status column will give you a quick tag for the problem.

Paperwork with Suggestions: This lists all the paperwork with suggestions regarding expiration, archiving, and missing documents. The "Expires" column will show "Suggestions Available" under the date.

Click on the ID Number in the first column. It will take you to the page and show the Suggestions.

Paperwork by Type: This gives you a list of paperwork from all of your facilities by type. Once you run the report, it will also show you if there is an issue or if the paperwork looks good.

Facilities Missing Paperwork: This report lists facilities that are missing specific categories of paperwork.

You can select the different types of paperwork categories available by clicking on the drop-down menu.