Blog

Employee Training Management

Document automation for Employee Training Management

Recently one of our clients approached us wanting to expand their Employee Training Management to include an automated solution for document creation. In this article I want to show you the requirements of this project and how we solved them. We were presented with different use cases which our customer required automated document creation for, […]

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Invite status is not updated when receiving e-mail responses

Applies to Calendar E-Mail Extension, Event Management and Employee Training Management. You may remember that a while ago we wrote about how to troubleshoot incoming e-mails. If you have followed the instructions in the previous article and are still experiencing problems with e-mails disappearing from the drop folder and the invite status not being updated, […]

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How to: Create a workflow to send your own feedback notification

Applies to Employee Training Management and Event Management. In this article I will explain how to create your own workflow to send feedback notifications. I will use the “Confirm attendance” column as the trigger to send the notifications. I have set up a tutorial on how to create such a column. Of course you can […]

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How to: Automatically notify an organizer that an event is fully booked

This simple and useful feature is not included in Employee Training Management or Event Management for SharePoint by default, but is possible using a simple workflow. Create a workflow in the Enrollments list and add an “If any value equals value” condition. Enter the following settings for the first value. To set the “Value” field […]

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How to: Use a survey list to collect feedback

In Employee Training Management it is possible to collect feedback using a survey list. To do this please follow the steps below: 1. First you must create a survey list and add the questions you want on your feedback form. 2. In the Scheduled Training Events list there is a column called Link to the […]

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How to: Confirm attendance after an event

In Employee Training Management and Event Management you can also collect information on whether a user has actually attended an event or not. To do this just follow this simple guide. The first step is to go to your Enrollments list and click on the List Settings. Here you need to create a new column […]

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How to: Remove username from enrollment title

By default in Employee Training Management and Event Management all enrollments also display a username in their title. However, if you wish to remove this username you can do so by following this simple guide. Firstly you need to create a new column by going to the list settings and then clicking on Create column. […]

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Book rooms and equipment directly from a SharePoint calendar

It is now finally possible to check the availability of Exchange rooms and equipment when scheduling meetings and to reserve them directly in SharePoint. This makes the process of scheduling events much easier, faster and more efficient. You don’t have to switch between SharePoint and your Outlook calendar just to check if a certain room […]

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How to: Resend invitations to attendees

A new feature has been added for the Calendar E-Mail Extension, Employee Training Management and Event Management. The Sapiens.at.SharePoint Resend Invitation add-on allows to you resend any invitations which for any reason may not has been received by a user. You can download the add-on here: sapiens.at.setup.addons.ri.zip The add-on requires either the Calendar E-Mail Extension, […]

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How to: Collect different information during enrollment based on the event type

With the Employee Training Management or the Event Management it’s now possible to collect different information during enrollment based on the event type. With our Sapiens.at.SharePoint Different Enrollment Forms per Event add-on you can now create several enrollment forms and then choose from these forms when scheduling events. You can download the add-on here: sapiens.at.setup.addons.mef.zip […]

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