Mandatories: Overview

In Laudio, Mandatories is a workflow that helps leaders stay on top of hospital policies and regulatory standards by tracking required licenses and certifications. It centralizes this information in one place, reducing the need for manual follow-up and eliminating managing data across multiple systems. This feature is optional and may or may not be enabled depending on the client’s configuration.

Key Benefits:

Centralized Tracking – View all licensure and certifications in one place for your entire team.
Real Time Visibility – Instantly see who is up to date, due soon, or overdue.
Quick Follow Up – Send personalized reminders directly from the platform.
Supports Compliance – Helps meet requirements from The Joint Commission, CMS, and the Magnet program.
Reduces Admin Burden – Saves time for leaders by simplifying compliance tracking.

Accessing the Mandatories Workflow

Click Mandatories on the left-hand navigation bar.
Team members can be sorted by status: Up to Date, Due Soon, or Overdue. The list can also be filtered to show All team members, only those who are Up to Date, or only those who are Due Soon or Overdue.
Use the search bar to quickly find a specific team member.

Taking Action on Mandatories

Viewing an Employee's Mandatory Details
1. Click the eye icon or the employee’s name to view their mandatory items.
2. The details shown include the type of licensure or certification, its current status, and the expiration date.
3. An email reminder can be sent directly from the Mandatories view to notify staff about upcoming or overdue items.
Steps to send an email:
1. Click the email icon under "Take Action".
2. A templated email will open and can be customized before sending.
3. Click Send Message. All sent emails are stored in the team member’s profile