RE: user filter, qualifications.
1 Comment
Hi, Cathy,
Thank you for sharing your enhancement suggestion! I can see this was a ticket before with one of our support team members, Shonie, and there is an alternative solution to your request. Here's that information for you:
There is a way to view users who have a qualification expiring within a 30-day window. You can get this information as well as email those users from the Qualification Status Review report in Reports > User section > Qualification Status Review.
You can filter for Qualification Status > Expire in 30 Days for a selected qualification to see that list of users. Then, you are able to click Email Users if needed, to send them a reminder.
Does this workflow resolve your needs? Feel free to click 'Reply' if there is anything else you'd like to add for clarity. Happy to help!
Best,
Hilary
CX Team
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Judy McKinney
RE: user filter, qualifications. It would be helpful to have another choice in the dropdown, i.e. "expires on or before" , then enter a date.
Right now I can only see those whose qualification IS expired. I would like the ability to see when a qualification will expire by a specified date, so I can remind the volunteers to update it before it expires.
Cathy Pensyl
Citizen Corps of Delaware County