Training Application Management with Survey and Certificate
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com$ 347.19
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Surveys (survey)
• Employees (hr) • Project (project) • Discuss (mail) • Invoicing (account) • eLearning (website_slides) • Website (website) |
| Community Apps Dependencies | Show |
| Lines of code | 3550 |
| Technical Name |
training_management_certificate_survey |
| License | See License tab |
| Website | http://www.probuse.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Surveys (survey)
• Employees (hr) • Project (project) • Discuss (mail) • Invoicing (account) • eLearning (website_slides) • Website (website) |
| Community Apps Dependencies | Show |
| Lines of code | 3550 |
| Technical Name |
training_management_certificate_survey |
| License | See License tab |
| Website | http://www.probuse.com |
Training Application Management with Survey and Certificate
Training Application Survey and Certificate Management
Training Application Lifecycle: Survey and Certificate Support
Survey and Certificate Enabled Training Application Management
End to End Training Application with Survey / Feedbacks and Ratings Along with Certificates Handling
This app enables automated workflows for certificate generation and survey sending based on the training application's stage. Certificates can be generated either automatically or manually when the application reaches the "Generate Certificate Stage", depending on the selected Certificate Generation Method. Similarly, surveys are dispatched when the application reaches the "Survey Send Automatically" stage, using the configured Survey Method for Sending either Survey by Application (auto send) or Survey by Training (manual send per training line).
Main Features:
-
1. Automatic Certificate Generation at the "Generate Certificate" Stage:
- When an application reaches the Completed stage and the Certificate Generation Method is set to Automatic, the system automatically generates a certificate record.
- Users can view the generated certificate directly from the application by clicking the Certificates smart button.
- The certificate includes all relevant Training Application details, ensuring complete and accurate documentation of course completion.
- When the application moves to the Survey Send Automatically stage and the Survey Method for Sending is set to Survey on Application, the system automatically sends the configured survey to the Employee Contact associated with the application.
- A Survey Invitation is emailed directly to the employee, streamlining the collection of feedback upon training completion.
- If the Certificate Generation Method is set to Manual, the certificate is not generated automatically when the application reaches the Completed stage.
- In this case, users must manually generate the certificate by clicking the Generate Certificate button available in each relevant Employee Training Line.
- Once created, the certificate can be accessed from the application using the Certificates smart button.
- When the application reaches the Survey Send Automatically stage and the Survey Method for Sending is set to Survey by Training, the system does not send the survey automatically.
- Users must manually send the survey from each Employee Training Line by clicking the Send Survey button.
- This method provides greater flexibility and control over feedback delivery, enabling personalized follow-up and detailed response tracking for each participant.
- For more details please watch the video and check the below screenshots.
Edition Compatibility:
Enterprise Odoo.sh Community
Certificate Generation and Survey Sending by Application Stage
Example 1: Industrial Automation Technician Training
Form View: Application in New Stage
Automatic Certificate and Survey Workflow on Application Completion
When an application reaches the Completed stage with the "Generate Certificate Stage" option enabled and the Certificate Generation Method set to "Automatic," the system automatically creates a certificate record. Additionally, if the "Survey Send Automatically" option is enabled and the Survey Method for Sending is set to "Survey by Application," the system automatically sends the configured survey to the employee contact linked to the application.
Users can view generated certificates directly from the application using the Certificates smart button.
Example 1: Certificate View with Training & Application Info
Example 2: Certificate View with Training & Application Info
Example 3: Certificate View with Training & Application Info
Example 4: Certificate View with Training & Application Info
Certificate PDF Report
Survey Notification to Application Employee
Survey Filled by Employee [Odoo Standard]
Example 2: Mechanical & Electrical (M&E) Safety in Construction
Form View: Application in New Stage
Automatic Certificate and Survey Workflow on Application Completion
When an application reaches the Completed stage with the "Generate Certificate Stage" option enabled and the Certificate Generation Method set to "Automatic," the system automatically creates a certificate record. Additionally, if the "Survey Send Automatically" option is enabled and the Survey Method for Sending is set to "Survey by Application," the system automatically sends the configured survey to the employee contact linked to the application.
Users can view generated certificates directly from the application using the Certificates smart button.
Example 1: Certificate View with Training & Application Info
Example 2: Certificate View with Training & Application Info
Example 3: Certificate View with Training & Application Info
Example 4: Certificate View with Training & Application Info
Kanban View of Certificate
Certificate PDF Report
Survey Notification to Application Employee
Survey Filled by Employee [Odoo Standard]
Example 3: Technical Training Application
Form View: Application in Progress
Automatic Certificate and Survey Workflow on Application Completion
When an application reaches the Completed stage with the "Generate Certificate Stage" option enabled and the Certificate Generation Method set to "Automatic," the system automatically creates a certificate record. Additionally, if the "Survey Send Automatically" option is enabled and the Survey Method for Sending is set to "Survey by Application," the system automatically sends the configured survey to the employee contact linked to the application.
Users can view generated certificates directly from the application using the Certificates smart button.
Example 1: Certificate View with Training & Application Info
Example 2: Certificate View with Training & Application Info
Example 3: Certificate View with Training & Application Info
Survey Notification to Application Employee
Manual Generate Certificate and Send Survey Workflow on Application Completion
When an application reaches the Completed stage with the "Generate Certificate Stage" option enabled and the Certificate Generation Method set to "Manual," a "Generate Certificate" button appears on each training line. Clicking this button manually creates the certificate record.
Additionally, if the "Survey Send Automatically" option is enabled and the Survey Method for Sending is set to "Survey by Training," a "Send Survey" button appears on each training line, allowing the user to manually send the survey to the employee contact linked to the application.
Application in Draft/New Stage
Completed Application Training Line: View Survey, Generate Certificate, Send Survey
When the application reaches the Completed stage with both "Generate Certificate Stage" and "Survey Send Automatically" options enabled, and the Certificate Generation Method is set to "Manual" and the Survey Method for Sending is set to "Survey by Training," the "Generate Certificate" and "Send Survey" buttons will appear on each Employee Training Line, along with the selected survey automatically set for each line.
Smart Button to View Certificates
View Certificates from Application
Email Notification for Survey Sent from Training Lines
Survey Invitation Email Notification
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
Odoo Implementation
Odoo Support
Odoo Customization
Odoo Migration
Odoo Training
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
Please log in to comment on this module