Certificate Renewal Tasks - Open Task via Email notification link
Open Task via Email notification link
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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.

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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.
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 ...
Certificate Renewal Tasks - Certificate record Renewal sent
Certificate record Renewal sent Access Certificate Renewal Tasks. 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.
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 ...
Adding (Scheduling) the KRI Task
Adding (Scheduling) the KRI Task The KRI’s purpose is to record each measure as required. So, unlike a Compliance Process which can have multiple Process Control tasks, the KRI only has one task, record the measurement. Hence, the Task tab only ...