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 Task
1 switch on. Three task fields appear. Enter theFirst Reminder
2 days. The day the Renewal Task is created is theTo
date (highlighted in the yellow box) minus the First Reminder days (minus non-business days this date falls on). Enter theSecond Reminder
3 days, if required. Select theActioned By
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.
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