How do I renew a Competency Record?

A Competency Record will expire after 3 years. The simplest way to renew an expired Competency record is from the Dashboard:

1. Look for the Expiring Competency Record list on the Dashboard
2. Locate the required Employee
3. Click on Renew icon (clockwise circle)
4. Enter the new Assessment Date
5. Upload a new photo (if required)
6. Have the Operator and the Assessor sign the record
7. Click Renew.

The record will no longer be on the Expiring Competency Record list on the Dashboard and be updated in the Employee Profile.

There are other ways to renew the Competency Record:

Employee Profile

1. Click on Our Team > Employee Register
2. Edit the required Employee
3. Click on the Competency Record tab
4. Click on Renew icon (clockwise circle)
5. Accept the renewal confirmation message
6. Enter the new Assessment Date
7. Upload a new photo (if required)
8. Have the Operator and the Assessor sign the record
9. Click Renew.
   
   

Competency Records

1. Click on Our Tools > Competency Records
2. Filter for Status = Expired
3. Click on Renew icon (clockwise circle)
4. Accept the renewal confirmation message
5. Enter the new Assessment Date
6. Upload a new photo (if required)
7. Have the Operator and the Assessor sign the record
8. Click Renew.