Recertification Review Configuration

Recertification Feature 

Table of Contents

1. Introduction
2. Accessing the Recertification Feature
3. Setting Up Recertification
   1. Expiring Results
   2. Escalation Email
4. Saving and Discarding Settings
5. Example Scenario
6. Video Tutorial
7. Frequently Asked Questions (FAQs)
8. Support and Feedback

1. Introduction

This feature allows you to configure recertification settings for instructions, ensuring that users review and renew their certifications at specified intervals.

2. Accessing the Recertification Feature

To access the Recertification feature, follow these steps:

Navigate to the main instruction list.

Click on the desired instruction to view its details.

Look for the more options "…" section under the procedure and click on the "Recertification Review" button.

3. Setting Up Recertification

a. Expiring Results

Once you've accessed the Recertification screen, toggle the "Automatically expire results for recertification" switch to enable the feature. This action will activate the following fields:

• Expire Results After: Enter a numerical value to determine when the certification results will expire.
• Expiry Unit: Choose from the dropdown menu - Days, Months, or Years.

b. Escalation Email

Specify the email address of the individual who should be notified in case a user misses the recertification. This person will receive escalation emails.

4. Saving and Discarding Settings

After configuring the recertification settings, you have two options:

• Save: Click this button to save the configured settings for the instruction. The recertification feature will be activated based on the provided parameters.
• Cancel: If you wish to discard the changes, click "Cancel." The settings will not be applied, and you will return to the instruction details page without saving.

5. Example Scenario

Let's consider an example: You have a critical instruction that requires recertification every six months. Set the "Expire Results After" to "6" and choose "Months" as the expiry unit. If a user misses the recertification, an escalation email will be sent to the designated escalation email address.

6. Video Tutorial - https://www.youtube.com/watch?v=ehyoib7s27g

7. Frequently Asked Questions (FAQs)

Q: Can I disable the Recertification feature after enabling it?

A: Yes, you can return to the Recertification screen and toggle off the "Recertification Review" switch.

Q: What happens if a user misses the recertification?

A: An escalation email will be sent to the designated escalation email address, notifying them of the missed recertification.

8. Support and Feedback

If you encounter any issues or have suggestions for improvement, please reach out to our support team. We value your feedback and are committed to providing a seamless user experience with our Recertification feature.