Updating Company Recency

Owned by Kyle Gray (Unlicensed)
Last updated: Oct 25, 2017 by Tim Hampton (Unlicensed)
2 min read

For the company to remain current, the recency contact for each recency item must record the dates the company recency requirement was last conducted. Contacts are reminded of outstanding and approaching company recency requirements in the Alerts screen.

Step-by-step guide

  1. Select  Operations >  Company Recency. The Company Recency screen is displayed.

  2. Click the magnifying glass [] corresponding with the recency item to update. The Update Recency Item dialog box is displayed. If the item has previously been conducted, a record of the last conducted date, expiry date and the user who updated the item is displayed.



  3. Click [Add Recency]. The Last Conducted, Expires, Comments and File fields are displayed.

  4. Enter the date the recency item was last conducted in the Last Conducted text box.

  5. Click the Recalculate Expiry Date icon to view the new expiry date.

    The new expiry date is calculated based on the rules setup in the Recency Setup area.

  6. Enter any remarks relating to this recency item in the Comments text box.

  7. Click [Select] in the File pane and browse for the file related to this recency item.

  8. Click [Open]. The file name is populated in the File text box.

  9. Click . The recency item is updated with the last conducted date.

  10. Click  to return to the Company Recency screen. You are prompted to refresh the screen.

  11. Click  to update the screen with the new expiry date.



Recency Module Guide: