Hello Community.
I saw someone had a similar issue 5, 6 months ago but I am hoping by now the system has improved.
I have professional license for hundreds of people that expires on different dates. It expires every two years. The person can renew the license 90 day prior to the expiration of the license. I am traying to create a process for sending the person reminders starting 90 days prior to the expiration of their license until the person renews it. Once they renew it, I need the system to set their new license date (always the same date) and start the countdown again. I need that renewal NOT to be available until 90 days prior to the expiration of the license. If I configure the system to do it through Recertification/retraining/licensing the system start counting the two years from the day the license is renewed and not from the actual date. In addition, the recertification will be available from the first day. I am having a similar issue with continuing education. I have continuing education that people have to complete by the end of every calendar year. The issue is that if they complete it on 01/01/2022 the system will allow them to recertify/retrain again and again through 2022. It will show up for them as something that was assigned to them. The option of assigning it manually is not going to work for me since it is a lot of work.
Another issue that I am having is the that the system does not communicate with people profiles so if I want the profile information to stay current, I have to manually input it. I use it to keep all the information for a user in one place (Hire date, position, rank, licensing, CE and more).
Any help will be greatly apricated.