" Due and Expiration Dates
Q: How are due dates and expiration dates calculated? What are they for?
A: The expiration date is the date the training expires. When the expiration date has passed, the completion status will change from "Completed" to "Expired".
The expiration date is calculated as the number of months or days you have entered in the "Expires in" field after the completion date. For example, if a training was completed on 1/1/2019, and the expiration period is 12 months, it will expire on 1/1/2020.
The expiration date can also be affected by a new revision. If you release a new revision and indicate that everyone needs re-training, then completions of previous revisions will expire on the release date of the new revision, regardless of how long ago the training was completed. For example, if a revision 1 was completed on 1/1/2019, and it expires in 12 months, it would show an expiration date of 1/1/2020. However, if you entered revision 2 on 2/2/2019, then it would show an expiration date of 2/2/2019.
The due date is calculated as the number of days in the grace period after the training expires, or, if the employee has never completed the training, then it is that number of days after their hire date or the training release date, whichever is later.
For example, if a new training is released on 1/1/2019 with a grace period of 7 days, then it would be due on 1/8/2019. However, if an employee was hired on 1/3/2019, their due date would be 1/10/2019.
The due date is something you may or may not use. It was designed so that employees are not expected to complete each training as soon as it is released, as this is impractical. The grace period gives you a few days to get the training completed. It is still required on the date it is assigned, but employees will not be out of compliance until after the due date. This allows you to generate a report showing training due that only includes the training that is not past the due date.
For example, if you had an audit on 2/2/2019, and a brand new training had been assigned the previous day, and that training had a grace period of 7 days, then you could generate a "Due" report with the date range ending on 2/2/2019, and those new training assignments would not be included, because they are not due until after the grace period.
Tags: Due dates, due by date, expiration date, expirations, grace period, revision, training due, training expired.
A: The expiration date is the date the training expires. When the expiration date has passed, the completion status will change from "Completed" to "Expired".
The expiration date is calculated as the number of months or days you have entered in the "Expires in" field after the completion date. For example, if a training was completed on 1/1/2019, and the expiration period is 12 months, it will expire on 1/1/2020.
The expiration date can also be affected by a new revision. If you release a new revision and indicate that everyone needs re-training, then completions of previous revisions will expire on the release date of the new revision, regardless of how long ago the training was completed. For example, if a revision 1 was completed on 1/1/2019, and it expires in 12 months, it would show an expiration date of 1/1/2020. However, if you entered revision 2 on 2/2/2019, then it would show an expiration date of 2/2/2019.
The due date is calculated as the number of days in the grace period after the training expires, or, if the employee has never completed the training, then it is that number of days after their hire date or the training release date, whichever is later.
For example, if a new training is released on 1/1/2019 with a grace period of 7 days, then it would be due on 1/8/2019. However, if an employee was hired on 1/3/2019, their due date would be 1/10/2019.
The due date is something you may or may not use. It was designed so that employees are not expected to complete each training as soon as it is released, as this is impractical. The grace period gives you a few days to get the training completed. It is still required on the date it is assigned, but employees will not be out of compliance until after the due date. This allows you to generate a report showing training due that only includes the training that is not past the due date.
For example, if you had an audit on 2/2/2019, and a brand new training had been assigned the previous day, and that training had a grace period of 7 days, then you could generate a "Due" report with the date range ending on 2/2/2019, and those new training assignments would not be included, because they are not due until after the grace period.
Tags: Due dates, due by date, expiration date, expirations, grace period, revision, training due, training expired.