Training Matrix

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Hello

Hope you can help!


I am setting up a training matrix which has multiple employees (rows) and multiple training courses (columns). I want to set up an automation whcih notifies me when any training date is due to expire in the next 90 days. I am struggling to do this via the automation.


Can anyone advise please?


Thanks

Jen

Answers

  • Ryan Kramer
    Ryan Kramer ✭✭✭✭✭
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    You could create a report that checks on a column change. Make that column keep track of days before expiration. If that number is less than 90 days, send a notification.

    Ryan

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @Jen Davidson

    I hope you're well and safe!

    You can use a Workflow with the When a date is reached option.

    Try something like this.

    Did that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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