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External Course - Upload Supporting Document(s)
When Allow users to add history is enabled, and Users attend and wish to document external courses in either Learning Record>Courses>History Detail, they now have the ability to upload Supporting Document(s). User Managers, User Administrators and Company Administrators are also able to upload Supporting Document(s) on behalf of a User via the User's User>History page. Supported file types: .png, .jpg, .jpeg, .docx, .doc, .pdf
External Course - Supporting Document Expiry
An Expiry date can be set when uploading an external supporting document/course certificate. (see above image) See the next section to learn how to set up notifications for alerting Users that a document/certificate Expiry date is coming up.
Automated Notifications - Certificates
When an expiry date has been aligned with an external Course's Supporting Document, Users can automatically receive email notifications to alert them to an upcoming Expiry date. A link to download Supporting Document(s) can be automatically emailed to the User a defined # of days relative to the Expiry date.
•Turn ON the Global Communication > Automated Notification and align a template to send notifications to Users based on the expiry date of external documentation (no notification will be sent if the expiry date has not been defined).
Use Communications > Templates to create the exact emails you'd like to send to notify users about External Course Supporting Documents and Course-aligned Certificates. Include Certificate/History-related variables in your templates. Create one template for notifying users that an external course's supporting document expiry date is approaching and another to notify users that they've got a certificate available for completing a course.
Template variables for external course Supporting Documents
Use this template to populate the Communications > Automated Notifications > User Notification - External Documentation Expiry Date - Turn ON to automatically send a notification to users based on the expiry date of external documentation (no notification will be sent if the expiry date has not been defined)
•1 - URLs
oView Supporting Document URL - Provides a link to download the document
•2 - History
oSupporting Documents Repeater
oSupporting Document File Name
oSupporting Document Expiry Date