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  • Training records will be linked to Contacts in Upvise

  • Training Matrix in the Forms app can be used to keep track of expiring documents, with a visual dashboard colour coded expired or expiring-soon documents.

  • Tasks will be created as reminders for team members to action and renew documents when needed.

 

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Before You Start

Before you start using the form, the below should be reviewed.

Expand
titleBefore you start:

Before using the training record, you should completed a review of the below form template fields:

  1. Field: F1 (Training Record): “Qualification Name”

    1. This is the List of licences and certification’s you’d like to record.

    2. Examples are “White Card”or “Drivers licence”.

image-20240502-033925.png

  1. Field: F3 (Training Record): “Type”

    1. This is the List of the Type of Qualifications you’d like to record.

    2. Examples are “Diploma” or “Induction”.

image-20240502-033901.png

Forms

3. Field: F12 (training record): ”Employees”

a. this should be looking for your “employee” contact group in upvise.

image-20240626-060236.png

This field should be hidden.

Note: Do not rename or delete any fields in this template as the Matrix function and Task generation will cease to work.

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