Send certificates to employer / JSA via templates
CompletedWhen you send a certificate to an employer, JSA or anyone other than the student via a template it does not attach a copy of the certificate (except to the student email). This is the case when sending the template to both student/employer or just the employer.
When we need to send the certificate to the employer or JSA we have to download it, attach/send via outlook and then record a file note in aXcelerate. We should just be able to select the employer contact when sending the certificate template to the student.
If this is a 'privacy issue' as mentioned in my discussion with aXcelerate then it should be managed at RTO policy level and not forced at system level.
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Official comment
Hi everyone, and thanks for your recent comment Florida
The functionality to allow the sending of Templates (and Certificates) to non-student Contacts was added to the Workflow Automation engine in November 2021.
Here is the Release Note from 3 November 2021:
Sending Templates to Alternate Recipients via Workflow
Workflow Automated tasks now support emailing a contact regarding a booking or enrolment of another contact. Previously, only certain relationships were supported, such as emailing a class trainer regarding their student. Now, this feature is much more flexible and is available for all triggers, including report row, assessment submission/completion, and workshop booking events. You can update any automated tasks you would like to take advantage of this functionality for after this release.Please reach out to our Support team if you have further questions about the setup .
Comment actions -
I find it difficult to understand why this has not been looked at after the first comment some four years ago!!!! I also find it difficult to understand why the system does not allow a workflow for certificates to be sent to employers as well and students.
There are other SMS's that provide this function - why not aXcelerate?
Can this be looked at promptly please?
Do these 'idea forums' get looked at, actioned and any feedback to clients who post here?
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Hi Jill,
Thank you for your comment!
I can confirm that these posts are reviewed on a weekly basis by our Product Management Team.
I'll escalate this one to the team for the next meeting and see if we can get some action on this, we'll let you know via this post either way.
If there's anything else we can help with, please don't hesitate to reach out!
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Any further update? This simple change will save our admin staff so much time if they can simply include employers on the email to have employers receive the certificate. Due to the nature of the industry we work in, we do have a number of people that aren't particularly IT savvy, so it's almost a must for them to be able to send to employer as well.
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Can someone please let me know what the status of this is?
From reading through the comments it makes it sound as though it has been implemented but then when I try and do it the system doesn't allow me to.
If it's to do with RTO requirements of only providing certificates to students etc - it's odd that the client portal would allow an employer to access the certificate that way.
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I have also looked into setting this up using the release notes. As far as I can tell, you need to specify one contact. This does not work if you want to use a dynamic address for the participant's employer email. Using the "Participant Employer" option via the class template does not allow for the Certificates to be attached.
We have the same concerns as the other users, and we also have consent for this written into our Enrolment forms to conform to the RTO Standards.Could someone please explain if and how they have done so, or how aXcelerate has expected this to work for this issue?
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