Some courses, such as forklift operator's certificate and D endorsement have a renewal period. This will be automatically written into the training record if the course was completed on DT. If not, you can specify the renewal.
Renewals due in the next 90 days
90 days from the renewal date, all managers will receive an email notification (unless it's turned off), that some renewals are pending. 90 days gives plenty of time to arrange training. Another email will be sent at 30 days and when the record expires unless it is marked as reviewed - see below.
Overdue renewals
Overdue renewals are renewals that are past the renew date.
Training records can be viewed (click View), marked as reviewed (check the appropriate checkbox) and you can view all records by clicking View all.
Viewing and reviewing training records
Click on View all.
A list of training records will display, sorted by oldest expiring first. You can change the order by clicking on the column header.
Check the checkbox for any records you have reviewed. This will stop you being reminded about them via email.
Delete any records that are now irrelevant - note that this cannot be undone.
To see more detail and edit the record, click on View next to the record you want to view.
Downloading a list of overdue or pending training records
From the View all page, click Download this view in CSV.