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Out-of-scope personnel: why they may still show task statuses or appear in filters

This article explains a common reporting confusion: out-of-scope personnel may still appear with task-related statuses or in filters, depe...

Written by Brady Price

This article explains a common reporting confusion: out-of-scope personnel may still appear with task-related statuses or in filters, depending on how the page and reports are designed.

Why this can happen

  • Status fields can reflect historical state: a user might have had incomplete tasks before being marked out of scope.

  • Some filters are not scoped: depending on the view, filters can include out-of-scope users for visibility and auditability.

What to validate

  1. Confirm the user is marked out of scope in Personnel.

  2. Confirm what report or export you are using and whether it is intended to include out-of-scope users.

  3. If you are preparing for an audit, verify scoping expectations with your auditor and use the Audits Module where appropriate.

What to send Support if results look incorrect

  • Example user(s)

  • What you expected to see vs what you see

  • Which page, filter, or export you used

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