Skip to main content
The In-Service Compliance page provides a monitoring matrix for mandatory in-service training completion across employees and courses. It is located at route /gr/compliance/inservice.

​
Overview

The page is rendered by InServiceCompliancePage. It uses useInServiceMatrix (RPC-backed, server-side filtered by site or department) and useInServiceCompliancePct (overall percentage). Client-side filters for employee search (via useDeferredValue) and completion status further trim the matrix. The layout includes:
  • Stat cards (InServiceMatrixStatCards) showing compliance percentages
  • Filter bar (InServiceMatrixFilters) for scope mode (site/department), site/department selection, employee search, and status
  • Matrix table (InServiceMatrixTable) — employees as rows, courses as columns
  • Export button (visible to users with the export permission) downloads the matrix as CSV via exportInServiceMatrixToCsv
The route is protected by GR_PERMISSIONS.COMPLIANCE_VIEW (gr.compliance.view). Export uses PermissionGate (permission not visible in the opened file; SME should confirm).

​
Who it’s for

Requires permission: gr.compliance.view

​
Before you start

  • Your account must have gr.compliance.view.
  • Courses and employee enrollment data must be configured.

​
Steps

  1. Go to Governance & Compliance → Compliance → In-Service Compliance at /gr/compliance/inservice.
  2. Select Scope (site or department) and choose a specific site or department.
  3. Use the employee search to filter to specific staff.
  4. Use the status filter to show all employees or only non-compliant ones.
  5. Review the stat cards for overall and filtered compliance percentages.
  6. Review the matrix table to identify specific employee/course gaps.
  7. Select Export CSV to download the current filtered view (requires export permission).

​
Key concepts

Governance & Compliance

Governance & Compliance core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/gr.tsx
  • src/cores/gr/pages/InServiceCompliancePage.tsx
  • src/cores/gr/hooks/useInServiceMatrix.ts
  • src/platform/permissions/constants.ts