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The picture below depicts the 'Manage Existing Records' form. In this form you can;
- SEARCH for an existing record by using the Search feature.
- FILTER the list by selecting from any drop down box and click the Filter button. The list can also be filtered by reference to date range by inserting dates in the drop down calendar on the 'date range' bar.
- SORT the list by clicking any column heading.
- COPY a printed report to the Filing Cabinet using the 'Copy to Clipboard' button.
- DELETE an entry by selecting an entry using the tick box, and clicking the 'Delete' button.
- PRINT / EXPORT the current view using the 'PRINTEXCEL EXPORT' button
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Create an Excel TRAINING MATRIX from a set of Filtered records, using the EXCEL EXPORT button.
Identify expired
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maintenance records
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If an expiry date was recorded against a training record then the training record currency indicator (left-most column) will:
- Turn RED when the expiry date has passed. The status column will display EXPIRED.
- Turn ORANGE one month prior to the expiry date - alerting users and managers of the imminent expiration. The Status column will display EXPIRING.
- Stay GREEN at all other times - indicating the training/competency is CURRENT.
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