This function allows the creation of a scheduled task to re-certify a person.
Click on the Certificate record 1 you wish to create a Renewal task for.
The Certificate for the select Person window displays. Click the
Create Renewal Task1 switch on. Three task fields appear. Enter the
First Reminder2 days. The day the Renewal Task is created is the
Todate (highlighted in the yellow box) minus the First Reminder days (minus non-business days this date falls on). Enter the
Second Reminder3 days, if required. Select the
Actioned ByPerson 4 who will either, attain the Certificate, or the Accountable (internal) person who will grant the Certificate. Click the Save 6 icon to create the schedule. (Or, click the Cancel 6 icon to cancel.)
The Certificate Renewal Task will generate on the First Reminder date and a notification will be sent to Actioned By person, with a due date of the current Certificate end (To) date.