Certificate Renewal Tasks - Certificate record Renewal sent
Certificate record Renewal sent
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Access Certificate Renewal Tasks.
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Click on the Certificate record. The Create Renewal Task
option is replaced with the a message 1 that Task has been sent, when it was sent and who is the Actioned By.
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Certificate Renewal Tasks - Create a Certificate Renewal Task
This function allows the creation of a scheduled task to re-certify a person. Access Certificate Renewal Tasks. Click on the Certificate record 1 you wish to create a Renewal task for. The Certificate for the select Person window displays. Click the ...
How to access Certificate Renewal Tasks
Open Task via My Summary Current Tasks tab From the Main Menu, select SMCR | My Summary. Click the Current Tasks tab. Find your SMCR Certificate Renewal Task (using a filter or search). Click the ‘Complete the Task’ 1 icon.
How to Complete a Certificate Renewal task
How to complete a Certificate Renewal task The Complete Certificate Renewal Task window displays. Review the Person and Certificate information 1. Review the Actioned On and By 2, and change if required. Choose and Outcome 3 of ‘Renewed’ or ‘Not ...
Certificate Renewal Tasks - Open Task via Email notification link
Open Task via Email notification link Open the notification email containing the Certificate Renewal Task completion request. Click the here 1 link in the 'To complete this Task… ' line, to open the Completion task window.
Temporarily Reallocate Future Tasks
Temporary tasks allocations can be done in the case when the user is on leave and you want to allocate another user to take care of the tasks in their absence. Please read the instructions below on how to reallocate the task and how to cancel it when ...