Versions Compared

Old Version 6

changes.mady.by.user Lisa Robb

Saved on

compared with

New Version Current

changes.mady.by.user Lisa Robb

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • 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

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.pngImage Added

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.

...