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.

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

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title	Before you start:

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

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”.

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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”.

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

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

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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.

Screen Guide:

Form name: Training Record

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