Program Instances: Workflows
How to Create Email Workflows
Overview This tutorial will guide users through setting up automatic emails that are sent to students based on specific triggers. In the Student Management System (SMS), you can set up Email Workflows for each program instance. We will walk you ...
How to Allow Other Username Within a Validated Domain for Email Workflows
Overview This tutorial will show users how to override and allow other username for email workflows. This however works if you will use the same validated email domain. This feature is essential if you want to have a different email address to appear ...
How to Set Certificate Templates at the Program Instance Level
Overview In this tutorial, we'll discuss how we can set up Certificates, Certificate Re-issues, and Statements of Attainment at the Program Instance level. This is particularly relevant for program instances that use different certificate templates. ...
How to Create a Task Workflow in the SMS
Overview In this tutorial, we’ll discuss how to automate tasks within the SMS for each program instance. Tasks can be automated for every enrolment status and assigned to users in the organisation. This ensures that nothing is overlooked in the ...