Having a similar report function like the Document Tracking in AP which allows selection of all tracking items, by job, or customer or by a tracking type or status would be super useful; like show all OCIP/wrap jobs or all bonded jobs etc. We have one compliance person, so its not always ideal to view just one projects compliance items. Someone in their capacity needs to identify all jobs with a certain compliance item. This is also helpful during audits. Currently we have to keep separate files with this information so that we can access it easier.
Maria Cortez
| Company | Sprig Electric |
| Job Title / Role | Assistant Controller |
| I need it... | Yesterday...Come on already |
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This can be handled in Job Compliance within Job Cost. As it is a tree grid, it can be exported to Excel or PDF