TABLE OF CONTENTS

What is a Cycle?

A cycle is a compliance process that is run on a recurring basis. These can be set to run on a customisable frequency of a number of weeks, months or years.

These consist of:

  • The Cycle Name - used to differentiate Cycles
  • The Recurrence - setting that the Cycle runs every X weeks/months/years
  • Requirements - the Activity Types that are completed every time the Cycle is run e.g. Update Service.

What is a Subscription?

A Subscription is the relationship between a Cycle and a Subject. These contain:

  • The name of the relevant Cycle
  • A start date - When the Subscription is first run
  • The number of executions - how many times the Subscription is run
  • State - Whether the Subscription is Active or Disabled
  • Date Last Run
  • Date Next Run
  • Number of Executions left - How many more times the Subscription needs to run

Creating a Cycle

Speak to a member of our team to arrange creating a Cycle. You can email on letstalk@personnelchecks.co.uk

Starting a Subscription

To start a Subscription, you need to create the relationship between a Cycle and a Subject. To do this:

  • Navigate to the Subject from the Subject List View https://app.personnelchecks.co.uk/subjects

  • Select the "Subscriptions" tab and click "add another"

  • Select the relevant Cycle

  • Choose the start date and executions (number of times you want it to run).

    If you want the Subscription to run indefinitely, leave this as 0

  • Press Save to start the Subscription If you don’t want the Subscription to be active on creation, just untick “Activate on creation”, this will start the Subscription in a Pending state

  • this Subscription will be active by default and will start on the selected date.

Registration Portals

If a Process is Subject Pays, it is possible for a Cycle to be added to a Registration Portal. To do this just contact us and let us know:

  • The Cycle that you wish to apply to the Registration Portal
  • The number of executions
  • Whether you want the Subscription to start automatically or not

This will then apply the relevant Subscriptions to the Subject when the Registration Portal is submitted.

If the Subscription is not set to start manually, this will need activating when required from the Subject View or the Subscription List View.

Managing Subscriptions

Enabling/Disabling a Subscription

There are two places where a Subscription can be enabled/disabled:

The Subject Details Screen

  • Navigate to the Subject Detail Screen
  • Select the "Subscriptions" tab
  • From here all active Subscriptions will show
  • To Activate/Deactivate, click the three dots at the top right of the card, and select the relevant option

You are also able to edit Subscriptions from this view

Subscriptions List View

Alternatively, you can see the Subscriptions List View here https://app.personnelchecks.co.uk/subscriptions

From this view you are able to navigate to the Subject list view, Activate and Disable the Subscriptions

Editing a Subscription

Note - It is only possible to edit an active Subscription.

To edit a Subscription:

  • Navigate to the "Subscription" tab on a Subject to view the relevant Subscription

  • Click the three dots at the top right of the card, and press edit

    From here you will be able to edit the number of executions, and when the Subscription is next run.

  • Press Save to save the changes

It is also possible to get a Subscription to "Run Now" from this same menu, which will trigger the Subscription to run instantly. This will use up one of the executions.