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Set Credential as required for scheduling visit

Path: Administration>General>Staff Credentials

You can set a credential as required for resource types for the visits entered in Schedule or TimeLog. In this case, the Tickle Days field is also required.

  1. Go to Administration>General>Staff Credentials.
  2. Select the Require for Scheduling check box.
  3. In the Tickle Days field, enter the number of days if you want the application to notify you before credential expires.
  4. Save your changes

 

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