Managing reminders, certifications and training
1. Why am I not getting reminders for trainings?
Reminders are exclusively linked to certificates that have a renewal date. Training sessions themselves do not trigger automatic reminders. To receive reminders, you must first create a certificate and then associate the training with that certificate. This ensures that reminders are generated based on the certificate’s renewal date.
2. How enable automatic certificate renewals?
To enable automatic certificate renewals, follow these steps:
Create the certificate: Start by creating a certificate and filling in all the required information, including the issue date and the planned renewal date.
Associate training: Create the training and make sure to select the corresponding certificate from the list of available options.
Complete the training details: Enter additional information such as the trainer’s name and the date on which the training will take place.
Assign to employees: Finally, assign the training to the employees. The system will automatically renew the certificates according to the scheduled date.
3. What happens if I create the training only within the certificate?
Creating a training directly within the certificate without using the separate training creation process may result in missing crucial information, such as the trainer’s name and the training date. To avoid these omissions, it is recommended to first create the certificate with all the required information and then associate the training with it. This approach ensures detailed and well-organized management of training and certifications.
4. What is the recommended methos to manage certificates and training?
The best practice is to: create certificates, associate training, complete the details, and assign them to employees.