Configure Competency Renewals

Competencies can be set up with renewal intervals. When a training record with a completion date is logged for such a competency, the system automatically calculates and displays the scheduled renewal date.

Example

If a competency has a 1-year renewal interval, and a training record is completed on 24/03/2020, the scheduled/renewal field will automatically default to 24/03/2021.

Configuration Steps

1. Define the Renewal Interval in the Competency: Go to Administration > Training Management > Competency tab. Edit the relevant competency.
2. Select the 'Renew Interval' period from the dropdown list (e.g., 2 Years).
3. Select 'Save'.
4. Configure the Training Records Form: Go to Administration > Form/Workflow Definition tab.
5. Double-click 'Training Records' from the module list to open the form editor.
6. Find the 'Scheduled/Renewal Date' field and select 'Edit' (pencil icon).
7. In the 'Default Value' dropdown, select 'Another DATEFIELD + Competency renew interval'.
8. In the 'Depends on' dropdown list, select 'Completion Date'.
9. In the 'Depends on Competency' dropdown list, select 'Competency'.
10. Select 'Ok'.
11. Select 'Save' at the bottom of the Form Definition to update the form changes.