Qualification expiry and renewal

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Step-by-Step guide

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Renewing a Holder’s Qualification

1. Navigate to People > Qualifications and select the Awards tab
2. Find a holder who has had their qualification renewed
3. Select the Renew option from the dropdown menu for that award
4. In the Renew Award window, set a renewal date
5. Expand the qualification record using the > symbol on the left side
6. The expanded view shows both the current award and any previous awards
7. Select View History to see the complete Award History for that holder’s qualification, showing all awards, dates, and status changes

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Edit the Renewal Period and Recalculate Expiry Dates

1. Navigate to People > Qualifications and select the Qualifications tab
2. Select the qualification you want to update
3. Select Edit to open the qualification settings
4. Navigate to the Renewal settings section
5. Update the renewal period (in days) as needed
6. Select Update to save the changes
7. For all existing awards of this qualification, the Expiry dates will be automatically recalculated based on the new renewal period
8. For example, if you change a qualification from annual (365 days) to 3-year (1095 days) renewal, all existing holders’ expiry dates will be extended by 2 additional years