How to Create Composite Recency Items

Some qualifications that need to be tracked for staff can be made up of more than one smaller requirement, which can be a cumbersome task. Using Composite Recency Items can make tracking these qualifications simpler

1. Select  General > Setup > Operations > Recency Setup. The Recency screen is displayed.
   
   
   
   
2. Click . The Edit Item dialog box is displayed.
   
   
   

3. Select the Composite Item radio button.
   
   
   
   
   

4. Enter the details of the time 
   
   
   
   

   Name	The name of the Recency Item that will display in the Recency page
   Department	Select the department the Recency Item applies (e.g. if the requirement this Recency is tracking is only for Pilots, select "Pilot")
   Target Count	Enter the number of child Recency Items that must be completed to satisfy this Recency Item
   Caution	Enter the period (in weeks) from when contacts should be warned of the approaching expiry date
   Default	Select the default status for this item as either Required, Optional or Hidden
   Contacts	Select the contacts responsible for this Recency Item
   Child Items	Select the items that can update this recency requirement, clicking [Add] after each insertion.

5. Click OK to save the Item, which will now appear on the Recency page of all relevant Personnel