Task reminders created automatically
When the expiry date of the Training Record falls within the next 7 days, a task is created automatically to remind the Training Record owner (the person who submitted the record in upviseUpvise as well as the employee) that the document is expiring soon. These tasks are visible from the Calendar and from Tasks.
Tasks will automatically generate and assign to the upvise Upvise user who submits the training record.
If an training record has expired, a new record should be submitted so you maintain an audit trail & history of the training records.

Submitting Training Records

Navigate to the contact app
Select “Groups”
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Select “Employees”
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Select the employee who you are going to submit a training record for.
Click the “+” button
Click “Forms”, Employee
Click on “Training Record”
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Input details such as the qualification name, the type, assessment date and expiry.
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When Complete, click the “tick” to save the form data
Review the data and click “Submit” when you are happy with the data captured
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