Complete Certificate Renewal Task
Complete Certificate Renewal Taskwindow displays. Review the Person and Certificate information 1. Review the Actioned On and By 2, and change if required. Choose and
Outcome3 of ‘Renewed’ or ‘Not Renewed’. If ‘Renewed’ is selected, enter a ‘From’ and ‘To’ 4 date of the renewed Certificate period. Click the ‘Add Comment’ 6 icon to add a Comment, which will display in the comment list 7 when saved. (Or, click the Cancel 8 icon to cancel.)
The Certificate Renewal Task is completed, and is no-longer displayed in the Current Tasks list. The New Certificate record is created and displayed in the
SMCR Certificateslist. Click on the Certificate to open the record.
The new Certificate record is displayed containing the next Certified dates 1, and the ‘Create Renewal Task’ 2 switch selected to generate for the next Certified period.