Changing the Person Certification Plan

A person or manager can set up a training plan to manage training schedule deadlines. For example, if there are several training requirements whose deadlines are closely spaced, the manager can plan a schedule so some requirements are met earlier than others.

NOTE: A requirement's mandated due date cannot be changed as this may be an industry or corporate requirement and this is the date that must be met.

From the Person record, click the Certification Information link.
Check the checkbox of the requirement then click Action > Change Certification Plan.
Zoom to select a plan date. The Plan Date field defaults to the requirement's deadline date if the field is left blank.
To receive earlier notification for refresher training, enter the number of days in the Refresher Advance Notice Days field.
Click the Save button.
Result: The person's certification plan has been changed.