Organisations that deliver short courses often need to issue many statement of attainments quickly and to the one organisation. CourseSales.com issues statements of attainments on a per student basis. Sending certificates on a per student basis can be automated but often working with one customer who has many students means you want to send all certificates to the same customer, who can often not wait!

Often there are multiple steps, for example Unique Student Identifier validation and assessments/quizzes or tests that need to be completed before a statement of attainment can be issued. This means that often not all students from the customer can be issued with a statement of attainment at the same time.

The best solution for any particular course depends on your needs, here are some options to consider:

Option 1: Automate the sending of certificates on a per student basis to the customer.

• Works well where the customer does not mind receiving multiple emails
• When students often don’t complete all required steps and therefore complete at different times
• Your preference is a more automated system, and want others eg co-providers via the trainer portal to issues certificates

Option 2: Automate the sending of certificates to online file storage

• You work with lots of courses for just one customer
• The customer does not want to receive an email per student
• You either prefer to email attach all SoA to the customer or give your customers an online directory to retrieve their certificates.

Automate the sending of certificates on a per student basis to the customer

1. Create a Process Step ‘Send SoA’ or similar
2. Create a Process Rule that sends an email to the student or a nominated user login, link the Statement of Attainment to that email.

Automate the sending of certificates to online file storage for one organisation

1. Setup the add-on ‘Save Emails and Attachments’ on a google account.
2. Setup a Role ‘Filestore’ and a login linked to that role using the email of the google account
3. Create a Process Step ‘Send SoA’ or similar
4. Create a Process Rule that sends an email, link the Statement of Attainment to that email.
5. Alternatively you can link the rule to an existing process step eg ‘Completed’ or ‘Send Quality Indicator Reporting’

Advanced setup

If you want more control of this process consider Andreas Gohr’s script Save Gmail Attachments to Google Drive

With these scripts above you can set up the following scenarios:

Co providers have a shared filestore of all certificates generated for their students You can put the co-providers identifier in the subject, to be used as a directory for where to add the certificates, then file the certificates based on the date they are created or based on the customer they are created for.

Private customers can have a shared filestore of all certificates generated for their students and be notified each time a new certificate is added to the directory.