
#83: Turn a PowerDMS Report Into an Accreditation Tracking Tool
Description: What if the starting point for your next accreditation tracking tool is already sitting inside PowerDMS? In Episode 82 of Accreditation Made Easy, Areaka takes a closer look at the Status for All Roles report in PowerDMS Analytics—not simply as a report, but as raw material you can turn into a practical tracking tool. You'll learn how to download the Accreditation Manager's standards status information into Excel, including two important settings that can make a difference in what you actually get in your download. From there, Areaka shares ideas for customizing the spreadsheet to track cycle years, responsible parties, documentation, due dates, follow-ups, and more. The goal isn't to create one giant spreadsheet that everyone should use. It's to start with information PowerDMS already has and add only what helps you manage your accreditation work. Timestamps: 00:00 Welcome to Accreditation Made Easy 00:48 Why this PowerDMS report is worth another look 01:18 The Status for All Roles report 02:36 Turning PowerDMS data into something useful 03:28 Running and downloading the report 04:30 Choosing the right download option 05:50 Don't forget to select All Results 06:17 Turning the spreadsheet into a tracking tool 07:30 Keep your tracking system practical 08:50 This week's challenge 09:42 Final thoughts and closing Companion Document: Standards Status Report: How to Run It Connect with Areaka: 🙋♀️ Digital Business Card 🌐 Website 🔗 LinkedIn 📘 Facebook 📸 Instagram Are You Signed Up to Get My Free Content? Sign Up for Free Weekly Accreditation Content You'll get access to a library inside YOUR PowerDMS of hundreds of Helpful Tips smartly organized into categories, along with new or updated content published every week.
- Transcript