Target Personas: HR Manager, Qualifications Manager, Compliance Officer, Training Administrator
Step-by-Step guide
Manage Risk Status and Filter Qualifications
- Navigate to People > Qualifications and select the Awards tab
- In the Filters panel, select a Risk Status category: Low, Medium, High, or Critical
- The qualification list will filter to show only holders whose qualifications match the selected risk status
- This allows you to quickly identify which qualifications need attention
- Risk status is calculated automatically based on the days remaining until expiry and the risk thresholds set on the qualification
- When risk thresholds are passed, the qualification holder receives an email notification
What To Expect
After following these steps, you should have:- Job roles assigned to users with all associated qualifications
- Qualifications assigned to people with proper tracking
- Expiry dates and renewal schedules set appropriately
- Certificates uploaded and filed with qualification records
- Risk status actively monitored across your qualification population
- Assessments recorded and tracked for compliance
- Historical records maintained for audit and renewal purposes
- Certificate verification completed with auditable records
- Previous verification records accessible for compliance and historical review
- Notification emails sent to holders when risk thresholds are reached
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