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Export the SCR Dashboard

Export the Single Central Record (SCR) dashboard when you need to share compliance evidence — for example for a CQC inspection or an internal audit.

Export the SCR Dashboard​

To export the dashboard, follow these steps:

  1. Sign in to your "Workmax" account with a manager or admin account.
  2. Go to the "Compliance" section and open the "Single Central Record" (SCR).
  3. (Optional) Apply any filters so the export covers only the checks you need.
  4. Choose an export format:
    • Click on the "CSV" button to download the dashboard and checks as CSV files.
    • Click on the "Export PDF" button to download a PDF report.

Workmax generates the file with the current date in its name so exports are easy to keep on file. If you have any questions or need help, please contact Workmax Support.