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Info

Info: If a need for competence is registered and a from date is specified, the competence registration will appear as planned within the specified date in the competence overview.


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Employee, supplier or contact

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From date is the date from which the competence is valid or planned. Competences that are valid and have not expired are displayed in green in the competence list. Competences , while competences that are planned are displayed in blue in the competence list.

To date is the date on which the competence expires, where applicable. It is possible to automatically archive competences that expire if they are not to be renewed. To enable automatic archiving upon expiry, tick the checkbox for the Archive competence upon expiry field. Competences that have expired and are to be renewed are displayed in red in the competence list. Competences that have expired and are not to be renewed are displayed in grey in the competence list,  but but they are only visible when filtered by archived.


Info

Info:  

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Notifications for competences that are about to expire or have already expired can be set up in the control panel

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Responsible

The person responsible for the competence receives notifications when the competence expires and is responsible for following up on competences that expire and need renewal. If notification rules are activated, the person responsible can be notified when a competence is to be renewed.

Note

Note: The person responsible will not be notified if the competence is to be archived when it expires.

Documentation

To link documentation to the competence, click the Documents tab and upload the document

Notifications are not sent for competences that are set to be archived upon expiry.


Documentation

Documentation for the competence can be uploaded to the form under the Attachment section or the Documents tab.

Form

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Documents tab

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