Renewals Overview (10 minutes)

This video covers the absolute basics of running a renewal. 

• How to Generate a Renewal Batch
• Understanding Generated Status
• How to Search and Filter in the Edit Renewals Screen
• Merging Renewed Jobs (Why do I need to do this?) 
• How to Update the Resources
• How to Increase Service Prices
• How to Email or Print your Renewal (Communicate)
• Click here to learn how to delete a batch (not covered in video)

*If this is your first time running renewals, we recommend our comprehensive guide. 

Here is our quick GIF of setting the renewal criterial 

Here is a quick GIF of filtering and editing the renewal and sending an Email (Communication)

Last Updated by: Elizabeth on 10/02/23 

Authored by: Elizabeth on 10/02/23