Recording currency fulfillment information

Use this page to record the currency fulfillment details of an employee.

Ensure that you are in the “Select employee” or "Record employee certificate information" page.
Select “Record currency fulfillment information” from the bottom of the page.

The “Record currency fulfillment information” page appears.

The system displays the following:

Date & Time Format

The date that is applicable to the login user.

You can view the following in the “Employee details” group box:

Employee Code	The unique employee code of the employee. The system displays the value selected in the “Select Employee” page.
Employee Name	The name of the employee. The system displays the value selected in the “Select Employee” page.
Date of joining	The date on which the employee joined the organization
SSN#	The social security number of the employee.
Employee Type	The type to which the employee belongs.

You can view the following details in the “Certificate currency details” group box:

Certificate #	The unique number pertaining to the certificate.
Certificate title	The title of the certificate
Currency Period	The period when the currency check must be conducted.
Currency Requirements	The requirements for the currency check.
Currency Due on	The date on which the currency check is due.

Fulfillment Date	The date on which the currency check is fulfilled.
Observed by	The employee who has observed the currency fulfillment. Help available
Observation	A note pertaining to the observation made on the currency fulfillment.
Comments	Any comments related to currency fulfillment.
Reference #	Any reference number related to currency fulfillment.

Select “Record currency fulfillment information” pushbutton to save the details.

Confirming currency fulfillment details

Currency Due on	The date on which the currency check is due.
Fulfillment Date	The date on which the currency check is fulfilled.
Observed by	The employee who has observed the currency fulfillment. Help available
Observation	A note pertaining to the observation made on the currency fulfillment.
Comments	Any comments related to currency fulfillment.
Reference #	Any reference number related to currency fulfillment.

The following details are displayed in the “Record Statistics” group box:

Last modified by	The name of the person who modified the currency fulfillment details.
Last modified date	The date on which the currency fulfillment details were last modified.