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How to Manage Expiring, or Expired and Completed Document
How to Manage Expiring, or Expired and Completed Document
Updated over 3 weeks ago

🚨 Automatically created documents cannot be manually managed; they update based on their source (e.g., tachograph calibration from a downloaded vehicle file, OCTA, and Tehniskā apskate based on integration criteria).

Restore Record for a Re-issued Document

  1. In the main menu on the left, go to the Fleet Management module and open the Documents & Licences subsection.

  2. Find the document you want to restore or complete (use search field if needed).

  3. In the table, find and the RESTORE / COMPLETE button associated with the selected document.

  4. If you want to complete the document and save it for future record only, click YES to change the status to COMPLETED and move it to the tab 'Completed reminders'.

  5. If you want to complete the document and set a reminder for the same re-issued document, click YES, AND RESTORE REMINDER. You will be prompted to create a new entry for the reminder, while this record will be moved to 'Completed reminders'.

Cancel Completion of the Document or Licence Entry

  1. In the same subsection click on the 'Completed reminders' tab to view all completed entries.

  2. Find the document or licence entry you want to cancel the completion for (use search field if necessary).

  3. Click the COMPLETED button next to the entry.

  4. In the pop-up window, confirm by selecting YES, to revert the entry back to an active status.

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