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Protocol Level Competency Reports

These reports help teams monitor protocol competencies, training completion, user requirements, and upcoming expirations to support training oversight and role-based compliance.

These reports help teams track protocol competencies, training completion, user-specific competency requirements, and upcoming expirations in one place. Together, they support training oversight, role-based compliance, and timely follow-up on required competencies across eligible protocol users.

Report Description File Format
Competency Summary Report Summary version: This report returns all Competencies attached to a protocol. 

Detailed version: This report returns all Competencies attached to a protocol, including role restrictions for each competency.  
Spreadsheet
Pharmacy Training Records Available to run for all competencies or for a single competency; returns the competency completion for all eligible users on a Protocol. This report is also available to Vestigo Verify users. PDF
Competency User Restriction Report This report returns, for a given user, all competencies that could apply to that user and their completion history.  Spreadsheet
Users with Expiring Competencies  This report will return competencies expiring, for a given user or all users, within the specified days selected.  Spreadsheet