Ansarada

This function allows the creation of a scheduled task to re-certify a person.

<a href="https://tgrchelp.azurewebsites.net/work_with_smcr_certificate_tasks.html#accesscertificaterenewaltasks" target="_blank" rel="nofollow noopener noreferrer">Access Certificate Renewal Tasks</a>.

Click on the Certificate record 1 you wish to create a Renewal task for.

The Certificate for the select Person window displays. Click the <code>Create Renewal Task</code>1 switch on. Three task fields appear. Enter the <code>First Reminder</code> 2 days. The day the Renewal Task is created is the <code>To</code> date (highlighted in the yellow box) minus the First Reminder days (minus non-business days this date falls on). Enter the <code>Second Reminder</code> 3 days, if required. Select the <code>Actioned By</code> Person 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.

1. <a href="https://tgrchelp.azurewebsites.net/work_with_smcr_certificate_tasks.html#accesscertificaterenewaltasks" target="_blank" rel="nofollow noopener noreferrer">Access Certificate Renewal Tasks</a>.
2. Click on the Certificate record 1 you wish to create a Renewal task for.

3. The Certificate for the select Person window displays. Click the <code>Create Renewal Task</code>1 switch on. Three task fields appear. Enter the <code>First Reminder</code> 2 days. The day the Renewal Task is created is the <code>To</code> date (highlighted in the yellow box) minus the First Reminder days (minus non-business days this date falls on). Enter the <code>Second Reminder</code> 3 days, if required. Select the <code>Actioned By</code> Person 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.)

4. 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.