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Coachview Knowledge Base

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Example case studies work process

Workflow: person out of service

Why? When a person leaves service, data must be deleted automatically. What's going on? If you put a person on inactive, an action is created. If this action is performed automatically or manually, data will be removed from the personal file. What it takes? An action template that creates...

Workflow: minimum number of registrations is (not) reached.

Case: minimum number of registrations not reached Why? The minimum number of enrolments for a course is not reached. You would like an automatic e-mail to be sent to one or more colleagues in, for example, the sales and marketing department a week before the training starts. What's going o...

Workflow: maximum number of registrations reached.

Case. Why? The maximum number of registrations for a course has been reached. You want an automatic e-mail to be sent to the course coordinator, perhaps a new course can be planned. What's happening? If the number of registrations for a course reaches the maximum number, an action is creat...

Workflow: send one invitation to participant for multiple courses

Case. Why? A participant is enrolled in more than one course. The participant receives one invitation with a curriculum for all courses, not one invitation per course. What's happening? Coachview determines which actions are set up based on the course definition a participant is enrolled i...

Work process: Automatically display training on portal

Case. Why is that? Automatically display (or no longer display) a course on the training portal. What's going on? Turrning the display of training courses on the portal on or off when a number of participants are reached or on the basis of a certain timing. What's it gonna take? An a...

Work process: Send certificate or proof of participation.

Case. Why? Participants do not all succeed at the same time. You want to send them a certificate as soon as they pass or a proof of participation if they have been present. But you can't finish the training yet. What's happening?? As soon as you have registered the attendance and/or p...