Automated SharePoint List Template, Importable Teams App / Integration, Excel Workbook Solution, or some other similar windows product solution that can be provided in a method that would allow it to be imported independently to windows based environment.
This item would track a small number if individuals (15) on 13 items that have various expiration dates.
10 of the 13 items are required annually, reset Dec 31st of every year, and are completed via training that issues a PDF certificate with course name, individual name, and completion date. This could lend itself to being automated and picked up from an email or out of a SharePoint / teams directory.
The other 3 items have various expiration dates and do not have a certificate, would have to be manually entered.
Functionality:
-Track user items that each have their own individual annual extirpation dates
-Automatically send an email every two weeks (or every month) to the user if the training is not completed by a specified due date (specified due date would be unique to each course)
-When generating the automatic Email, it would look at each expiration and send a singular email with specific link for each individual course that is not completed along with that courses specified deadline (Or a notification that it is delinquent past the specified deadline for that course)
-End of year action or button that will reset all annual items, not the other 3 items referenced above and export a snapshot for tracking purposes.
-Conditional formatting (red not complete or past due), orange within 90 days of expirations, green for cocomplete or outside of 90 days to expiration.
-Way to show on high level dashboard, or export excel graph for display on SharePoint, bar chart completion of the 10 courses with certificates (singular red/green bar) as these 10 items are either complete, or not complete.
-The other items would display in some other fashion as 90 days to expiration requires personal action that cannot be automated.
Summary:
I have been using a SharePoint List manually updated.
Programming the ability to automate:
1) The ability for it to recognize when things are complete, are not complete, are over due, or approaching expiration and notify the user would be a significant time saver
2) The ability for it to recognize PDFs when emailed to a group mailbox, or placed in a folder on SharePoint / Teams would be desired, but not required.