This is the basic data page that is used to define reminder notifications when an employee’s qualification is about to expire.
In order to create a Reminder Template, the ID and Name are mandatory. The user can specify a Name/ title that can match the purpose of the reminder.
Under Settings, the user can choose when the reminder is required and the recipient who will receive the template.
The validity of the saved information becomes automatically Active, but the user has the option to Hide or Block the information.
Copy Template
When clicking on the Copy Template button a dialog box will appear to fill in the ID, Name, and Description (optional). The purpose of the Copy Template is to copy the setting (reminder settings) information that can be used for a new reminder.
Connecting the Template
The reminder template must be connected to a certificate or a competency. This can be done at the Certificate Structure/ Competency Structure Pages by selecting a certificate/Competency.
Once the reminder template is connected, if there are employees with the respective certificates/ competencies which are to expire, then the respective recipients will be notified.
There are no prerequisites
The registered details can be overviewed at the Expiring Qualifications page.