The staff summary page is a read-only view focused on a single staff member’s excursion participation, with an admin-only compliance editor.
What this screen is for
- Confirm who the staff member is.
- Review excursion history and how the staff member participated.
- Maintain compliance training metadata when you are authorised.
What you can see
- A header using the staff member’s display name.
- A subtitle explaining the page is a read-only excursion summary.
- A profile card with the staff member name.
- A Compliance card.
- An Excursion history table.
Compliance card
The compliance card tracks training currency with pairs of controls:
- CPR trained with an Expiry date field when enabled
- Anaphylaxis training with Expiry
- Administration of medication training with Expiry
- WWCC with Expiry, plus WWCC sighted date tracking and read-only text showing who sighted the WWCC and when (when recorded)
Compliance reminders are sent when enabled compliance items are due to expire in 30, 14, 7, 6, 5, 4, 3, 2, or 1 days. Workspace admins and managers receive these reminders, and the staff member also receives them when their staff record is linked to a user.
Actions:
- Reset and Save appear when you are allowed to edit compliance and there are unsaved changes.
- Saving shows a success toast with the staff member’s name.
Excursion history table
Columns include:
- Excursion
- Status
- Staff role
- Attending (including attending vs not attending filters)
- Notes
- Updated
Clicking a row opens the related excursion.
Filtering includes excursion search plus multi-select filters where supported.
Empty, loading, and error states
- While loading the summary, you see Loading staff summary…
- If the summary cannot load, you see Failed to load staff summary with a message.
- If history filters exclude all rows, you see No excursions match the current filters.
Permissions and read-only behaviour
The excursion summary is read-only for normal browsing.
Compliance editing is restricted to authorised administrators. If you are not authorised, controls are disabled.
Tips
- Update compliance as soon as training renews so excursion planning stays trustworthy.
- Use excursion history to confirm recent involvement before assigning responsibilities.
Last modified on June 18, 2026
