Courses Tab
The Courses tab is used to set up the expiration information regarding the automatic generation of this license if an employee completes certain courses. To select the required courses, click on the Courses button in the left pane.
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Depending on the page displayed, the following fields may be available. Click on the link to navigate to the description. |
The following additional tabs of information are available in this page: |
Carry Over Days
The number of days before the expiration date of a course/competency requirement that the employee can take the related class.
For example, if this value is set to 60, the employee can schedule a class up to 60 days in advance of the expiration date. This field is only enabled if the Expiration Category is set to Fixed.
Note
If this value is left at 0, this means the employee cannot take this class until the day it expires. Be sure to enter enough carryover days to allow the employee to attend a class before the expiration date, especially if a particular class is not offered very often.
End of the Month Expiration
Indicates whether this course requirement expiration is extended to the last day of the expiration month (Yes/No). This functionality is only available when the Rolling First or Rolling Last option is selected in the Expiration Category field.
Expiration Category
Indicates the method for determining the cycle in which the license records can be automatically generated again, such as Fixed, Rolling First, or Rolling Last.
Generated License End Date
The date when course transaction requirements can no longer be used to create automatically generated licenses. If there is no anticipated expiration date, leave this field blank.
Generated License Start Date
The starting date when course transaction requirements can be used to create automatically generated employee licenses for this license code.