This article is intended for administrators.
Training certifications are essential in organizations because they guarantee employees' ability to perform their job. In some sectors, these are legal requirements in terms of safety or updating knowledge.
- ✍🏽 How to enter the validity period of a certification?
- ⬇️ How to export the data associated with certifications?
- ⬆️ How to import the data associated with certifications?
- 📧 How to receive notifications about certifications that are about to expire?
✍🏽 How to enter the validity period of a certification?
The validity period of the training must be entered in months. This can be done in two ways:
- Starting from the training concerned in the catalog: In the catalog, there is a dedicated field that allows you to specify the validity period of the training. If the training session is created based on the catalog, the field will be automatically filled with the value entered in the catalog (the catalog must first have been activated).
- Starting from a session: If the session is created outside the catalog or if the training in the catalog did not have a validity period, it is possible to enter it directly in the training session.
💡 Note: In the export of the data associated with the certifications, the end date of the certification is calculated based on the end date of the training session + the validity period of the training.
⬇️ How to export the data associated with the certifications?
The associated data is available in two different exports:
- In the validated plan, an export dedicated to certifications allows you to quickly identify certifications that are expiring. The export is filtered by periods.
- In the training sessions export, two dedicated columns have been added.
💡 Note: Only data relating to active users is present. In addition, the data associated with cancelled or rescheduled sessions are not taken into account.
⬆️ How to import the data associated with certifications?
A dedicated column has been added. The import template is available on the associated documentation: Uploading your past training history in Elevo during the deployment phase
⚠️ Attention: The import allows you to create training sessions but does not allow you to update existing training sessions.
📧 How to be notified of certifications expiring?
Every week, a summary of the certifications expiring within 3 months is sent by email to the Admins with the roles "Global Admin" and "Training Admin".
They will be redirected to the validated plan in order to be able to consult the list of certifications concerned.
The certifications present in the notification are those:
- linked to a validated training session,
- whose status has not been cancelled or rescheduled,
- whose end date has been entered,
- and whose "certifying" box has been ticked.