TABLE OF CONTENTS

• Overview
• Renewal Services
• Searching
• Renewal Services List
• Clearing a Renewal Service
• Editing a Renewal Service
• Adding a Service
• Exporting a List
• Add Renewal Service

Overview

• The Renewal Services (Expirations) area of Aegis allows you to keep track of any expiring services that may need renewed on an ongoing basis.  This is most likely used for DOT Physicals and CDL’s for your DOT drivers.
• Renewal Services can be automatically updated through Aegis if a new matching service is performed for an applicant in your Renewal Services list.

Renewal Services

• Using the left navigation panel, click Renewal Services (Expirations)>Renewal Services List.
• This section will allow you to search through and view any employee who has a renewal service set up with you.

Searching

• Use the search fields provided to find a specific employee, or service type.
• Be sure to extend the date range to include “All” if you unable to find a result you are looking for.

Renewal Services List

• Services that are expiring soon, or have already expired will be listed at the top.   The default view always lists the expiration date in descending order.
• Expired services appear in Red, those that are nearing expiration appear in Yellow.

Clearing a Renewal Service

• If your employee has already completed a renewal service that is showing as expired or near expiration, you can “Clear” their previous expiration date.
• Click their name to pull up details.
• Click “Clear” next to the expiring renewal service, then click Save.

Editing a Renewal Service

• You have the ability to edit the contact information of your applicant from the Renewal Services list.  
• The expiration date of an expiring service can also be updated if it is incorrect. 
• Make sure to click Save Expiring Services at the bottom when finished.

Adding a Service

• If you see that an employee has a service getting ready to expire, for example, a DOT Physical – you can order a new one from their details in Renewal Services.
• Click “Add Service” to be taken to the new order form.

Exporting a List

• You can export a list of your current renewal services employees by first choosing your search criteria at the top, then choosing Export to Excel. 
• This provides an excel document with data about your employees and their upcoming expiration dates.

Add Renewal Service

• To add an employee to the Renewal Services list, go to Renewal Services (Expirations)>Add Renewal Service.

• Be sure to fill in as many fields as you can so that future Renewal Services can match to your applicant.
• The notes section here is only visible internally to other Aegis users.