Cycle Notification Report Using Job Planning

This report pulls training for a document that is part of a job assigned to the user. If an individual is not currently trained but the document is part of a job assigned to the individual, the user record will be flagged for training.

The report creates training activities based on the training cycle of documents. The report uses a flag called the Retraining Cycle in the document table. Information is entered by months (Retraining Cycle), and the report checks the cycle against current training records and the date entered for the training deadline. It then lists any users whose training falls outside the entered parameters.

This report is used for annual training, such as OSHA or other training pertaining to certifications and expirations.

You can use the following options when running this report:

• Select Documents.
• Select Jobs.
• Select Locations.
• Based on permissions, you can send e-mail notifications, create activities, and assign due dates.
• Select a Training Dead Line date (up to) for expired training.