product suggestions

Documents automatically generate in the system to the delegates

This removes the manual process of issuing the certificates for example ELearning delegates as i have over 1200 in my system. The requirement is not just isolated to ELearning and i would like all documents to send automatically so they store in the delegates portal to view whenever they require this.

  • Guest
  • Mar 2 2017
  • Gathering Customer Interest
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  • Dave Evans commented
    March 23, 2017 14:01

    Thanks Christina, you can already bulk generate and assign documents to a candidate. How would you see this working if we were to automate it ?

  • Guest commented
    March 23, 2017 14:48

    I have hundreds of users who want to access their certificates through the portal and can only do this once they are manually issued.  For the classroom training this is manageable although still annoying.  For the eLearning its virtually impossible to keep on top of.  I am potentially adding 600 further users who will be doing up to 12 eLearning workshops at different times during the year.

  • Guest commented
    January 17, 2018 12:39

    I also have this issue, we have delegates that get the certificate automatically sent to them using a workflow it is also sent to the individual that booked the course for both their records. I still get a large proportion of requests asking for the certificate to be sent again as they have either lost it or cant find the email. I then have to manually generate and then issue the certificate to the individual. If it was possible to have a workflow that allowed the emailed certificate/document to automatically be stored on the users portal under awards or resources that would save a lot of my time. if it was also possible to have this saved to the users account somewhere the customer manager can retrieve it as well this would be a great help as well.

  • Kathryn Wenczek commented
    May 2, 2018 08:10

     Yes, we would find it useful to be able  automatically issue certificates.  

  • Denise Cattell commented
    May 2, 2018 08:31

    The information given in the My Awards and My courses tile of the dashboard is not very useful to users as it cannot be exported.  It would be really useful if they could access their certificates and re-print at any time.