Certification Workflow

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Presentation transcript:

Certification Workflow Training & Events Management Platform

Easy and efficient solution for managing certifications Including scanned documents Sends Tax Invoice Website registration form Creates Order All information is recorded for auditing purposes. Sends course instructions Course Registration Created Registers for Certification Course Completes Certification Requirements Certificate Approved Certificate Created Organisations Course Completion Sends Certification Approval to contact Certificate created and requirements loaded Payments Aut0matically creates records or links to existing Contacts Other requirements Sends registration confirmation Automatically moves the certificate to Awaiting Approval state when requirements completed. Sends Tax Invoice At a glance, admin sees which certificates are about to expire and proactively follows up. Creates Order Sends course instructions Course Registration Created Certificate About to Expire Registers for Renewal Course Completes Renewal Requirements Certificate renewed Certificate Created Sends Certification Renewal Approval All information is recorded for auditing purposes. Sends reminders prior to expiry. “To renew y0ur certificate you need to ..” Certificate created and requirements loaded Sends registration confirmation