Expiry & renewals
Everything with a validity period that a batch depends on: instructor authorizations and agreements, learner credentials that lapse, and software licences needed to run a course. Each item counts down, sends reminders and has one renewal action.
Expired
Expiring in 30 days
Expiring in 31 to 90 days
Reminders running
Renewals in progress
4
2 waiting for documents
Validity rule not confirmed
ASME items, see note
ASME validity rules are to be confirmed with ASME. This register does not assume how long an ASME instructor authorization, the Authorized Training Provider agreement or an ASME certificate of completion stays valid, or what renewal requires. Those items are listed with no expiry date until ASME confirms the rule and the dates are entered from the original documents.
| Holder | Item | Needed for | Valid until | Days left | Validity rule | Reminders |
|---|
An item that expires before a scheduled batch starts blocks instructor assignment.
Blocks a batch. Mohamed Talaat’s teaching approval for ML514 ends on 20 Oct. He is assigned to B-2617, which starts on 6 Dec. Renew it or reassign the batch.
Documents on file
ASME authorization letters0 of 2 uploaded
Authorized Training Provider agreementNot uploaded
Instructor service agreements4 of 4
Teaching approvals3 of 3
Instructors upload documents from their portal. Files are kept in the document library.
| Learner | Credential | Issued | Valid until | Days left | Validity rule | Reminders |
|---|
Certificates are issued in Issued certificates; hours are kept in the CEU / PDH ledger.
Renewal demand. 4 credentials lapse in the next 60 days, 3 of them at companies with an open account. A one-day refresher format for ML513 and FFS would let them renew without repeating the full course. Draft the offer and a refresher outline?
By company, next 90 days
Client L&D managers see the same list in the corporate portal.
| Licence | Seats | Needed for | Next batch using it | Valid until | Days left | Renewal cost | Owner |
|---|
Showing 6 of 6Renewal costs are charged to Software licences in the academy budget.
Reminder schedule
Edit message templates| When | Instructor items | Learner credentials | Software licences | Channel | On |
|---|
Reminders stop as soon as a renewal is recorded. Staff alerts follow each person’s settings in Notifications.
Sent in the last 7 days
- 30 days: CAESAR II licences. To Nour Hamdy and Hany Lotfy.
- 30 days: Tarek Nabil, ML513 client refresher. To the learner and Sample EPC Contractors.
- Expired + 14 days: Youssef Rady, ML521 teaching approval. To Nour Hamdy.
- 30 days: Mohamed Talaat, service agreement. To the instructor.
- Weekly digest: 9 items inside 90 days. To Mahmoud Abdallah.
Escalation
Weekly digest to the owner, Sundays 08:00
Validity rules
| Applies to | Validity | Renewal needs | Set by | Status |
|---|---|---|---|---|
| ASME Authorized Training Instructor authorization | Not set | Not set | ASME | To be confirmed with ASME |
| ASME Authorized Training Provider agreement | Not set | Not set | ASME | To be confirmed with ASME |
| ASME certificates of completion, learners | Not set | Not set | ASME | To be confirmed with ASME |
| MALYOMAR certificates, courses marked "credential expires" | 36 months from issue | Refresher course or re-assessment | MALYOMAR | Sample setting, owners to decide |
| Client refresher rule | Set per corporate account, for example 24 months | Refresher course | The client | Sample setting |
| Instructor service agreement | 12 months | Signed agreement, updated rate card | MALYOMAR | Sample setting |
| Teaching approval per course | 24 months | Observed session and updated course material review | MALYOMAR | Sample setting |
| Software licences | From the vendor contract | Purchase order and payment | Vendor | Entered per licence |
A rule only starts a countdown once it is confirmed. Which MALYOMAR courses issue an expiring credential is set on the certificate template.