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Auto Renew Credentials

As the administrator, you can set up your credentials to automatically renew upon completion or expiration date.

Under Administration, select Manage Credentials. Then, you will either be creating a New Credential, or Editing an existing one.

 

On the Credential Options page, the Auto Renew option is at the bottom. As a default, credentials will not automatically renew.

 

On Requirement Completion Date

Each night, the system checks all credentials set to automatically renew on requirement completion date. If any user’s credential switched to Complete that day, the credential will be renewed for the given amount of months.

Example: A Driver Training credential is set to renew for 6 months. Joe’s start and expiration dates are 01/01/2013 and 06/30/2013. He completes all of the requirements on 05/15/2013 and his credential status switches to Complete. That night, his new dates are updated. His start date is now 05/16/2013, his expiration date is 11/15/2013 and his credential status is now Active.

The new start date will be 1 day after the previous completion date and the new expiration date will be the given amount of months after the previous expiration/completion date.

 

On Expiration Date

Each night, the system checks all credentials set to automatically renew on expiration date. If any user’s credential is set to expired that night AND the status of that credential is Complete, the credential will be renewed for the given amount of months.

Example: An Annual Training credential is set to renew for 12 months. Joe’s start and expiration dates are 01/01/2013 and 12/31/2013. He completes all of the requirements on 09/18/2013 and his credential status switches to Complete. The credential stays Complete until the night of 12/31/2013. That night, his dates are updated. His start date is now 01/01/2014, his expiration date is 12/31/2014 and his credential status is now Active.

The new start date will be 1 day after the previous expiration date and the new expiration date will be the give amount of months after the previous expiration date.

 

 Auto Renewal Alert

This Alert option is only available on credentials that have automatic renewal enabled. It is sent the same night a user's credential has been renewed.

 

For further questions and troubleshooting for the Auto Renew feature, click here.