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Preview of Multi-Client Compliance Dashboard & Status Tracker

Survey Readiness & Audit Binders

Multi-Client Compliance Dashboard & Status Tracker

Roll up preventive-maintenance completion, overdue counts, and audit-readiness status across every client hospital on your ISO roster into one owner-level view. Enter each client's metrics on the Client Status Input tab and the workbook computes per-client scorecards, a side-by-side roster rollup, and a roster-wide executive dashboard with traffic-light readiness indicators. It reads the same client, asset, and status fields as the HTM-06 registry so you can carry your roster forward. Every completion percentage, overdue count, and readiness threshold is set by you — the workbook asserts no benchmark of its own and computes only on the numbers you enter.

Format
ZIP
File size
71 KB
Delivery
Instant download · Secure checkout

$79

One-time purchase · instant download

Secure checkout by Stripe. Your account is created automatically with your purchase.

This template is a documentation aid, not legal, regulatory, or accreditation advice. AAMI EQ56/EQ103, Joint Commission Environment of Care standards, and CMS Conditions of Participation are real published standards; you remain responsible for your own compliance determination.

Instant digital download · all sales final. Refund policy.

What’s included

  • Client metrics in, roster readiness out — the Multi-Client Compliance Dashboard rolls up PM completion, overdue counts, and status across every client hospital.
  • Delivered as a ZIP bundle
  • Instant download after checkout
  • Re-download any time from your account

Want this automated?

HTM Compliance Manager tracks PM schedules, calibration due-dates, and generates this exact audit binder automatically across every client hospital you service.

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