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View all user records in Account Summary

Use the Account Summary to view all a user’s records in one place.

As a clinical user, your permissions limit what sections you can view. Contact your TrackMy manager at your organization if you need to view more sections.

Access a user’s Account Summary

  1. In your TrackMy Clinical/Admin portal, click the Compliance Review tile.

  2. Search for the user.

  3. Click View under Account Summary for the user. The Account Summary will open in a new tab.

    Screenshot showing the location of the View button for the Account Summary in the Compliance Review.

Viewing user records in the Account Summary

Screenshot of the Clinical view of a user's Account Summary.

Navigate through the Account Summary sections to view a user’s record. Expand the subsections to view the related records.

The purpose of the Account Summary is to show what records exist for a user in TrackMy Verivax. For privacy, you cannot view the content of a user's record, such as an accommodation, here.

If you have the permission to do so, you can download the complete record with these steps:

Go to the User Management tile > Search user > click View Forms > Download the record

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