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accutraining:manual:events [2018/04/13 17:17] – [Email] nickaccutraining:manual:events [2018/04/16 10:43] (current) – [Email Certificates] nick
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 The **Badges** section is a really great tool to generate professional looking badges that can be used to scan **Employees** in and out of **Training Courses** using either a barcode reader/PC or the **%%AccuTraining%%** app's built-in camera functions available in the Apple Store. The **Badges** section is a really great tool to generate professional looking badges that can be used to scan **Employees** in and out of **Training Courses** using either a barcode reader/PC or the **%%AccuTraining%%** app's built-in camera functions available in the Apple Store.
  
-==== Templates ====+==== Badge Templates ====
 {{:accutraining:manual:badges.png?nolink&75 |}}This section allows you to create completely custom badges using either our templates or your own imagination.  Now you can even create a different design for different **Employee Groups**! {{:accutraining:manual:badges.png?nolink&75 |}}This section allows you to create completely custom badges using either our templates or your own imagination.  Now you can even create a different design for different **Employee Groups**!
  
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     * **$Events$:** This displays the **Training Courses** the Employee is registered to.     * **$Events$:** This displays the **Training Courses** the Employee is registered to.
  
-==== Print ====+==== Print Badges ====
 {{:accutraining:manual:print.png?nolink&75 |}}This section allows you to print your **Badges** you have designed in the **%%AccuTraining%%** software.  You have many options as far as what **User Role**, which **Badge Template**, and even for only certain individuals or all of the **Users** that you want to print the **Badges**. {{:accutraining:manual:print.png?nolink&75 |}}This section allows you to print your **Badges** you have designed in the **%%AccuTraining%%** software.  You have many options as far as what **User Role**, which **Badge Template**, and even for only certain individuals or all of the **Users** that you want to print the **Badges**.
  
 As an **Administrator**, you may want to directly download the **Badges** to print out and then hand out to the **Employees**. As an **Administrator**, you may want to directly download the **Badges** to print out and then hand out to the **Employees**.
  
-{{ :accutraining:manual:badgeprint.png?direct&300|}}+{{ :accutraining:manual:accutraining-workshops-badge-print-options.jpg?nolink&300|}}
  
   - First select a **Badge Template**.   - First select a **Badge Template**.
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     * **Only modified after badges were printed last time**     * **Only modified after badges were printed last time**
     * **Only modified after: (MM/DD/YYYY H:MM AM/PM)**     * **Only modified after: (MM/DD/YYYY H:MM AM/PM)**
-  - Now filter based on the **User Role**.  This can either be a default **User Role** (Admin, Operator, or Employee) or a custom **User Role** you created. **[[accutraining:manual:advancedoptions#custom-user-role|More info about custom User Roles here.]]**+  - Now filter based on the **User Role**.  This can either be a default **User Role** (Admin, Operator, or Employee) or a custom **User Role** you created. **[[accutraining:manual:advancedoptions#user-roles|More info about custom User Roles here.]]**
   - Now select whether to print only individual **Badges** or all **Badges** and then click the **Generate** button.  Wait until **%%AccuTraining%%** generates your Badges and the bottom section of the screen shows the message **//Your badges are ready, click on View badges to download.//**   - Now select whether to print only individual **Badges** or all **Badges** and then click the **Generate** button.  Wait until **%%AccuTraining%%** generates your Badges and the bottom section of the screen shows the message **//Your badges are ready, click on View badges to download.//**
          
 A confirmation screen will show at the bottom of the screen and click the **View Badges** to print them out. A confirmation screen will show at the bottom of the screen and click the **View Badges** to print them out.
  
-{{ :conferencetracker:en:badgesareready.png?nolink&600 |}}+{{ :accutraining:manual:accutraining-workshops-badge-print-results.jpg?nolink&650 |}}
  
 <note important>The Avery part number for badges that you need is is #5392 and uses template number #74541. They are 3” x 4” badge inserts (6 to a page) and can be found at Avery.com by [[http://www.avery.com/avery/en_us/Products/Name-Badges/Name-Badges/Top-Loading-Insertable-Name-Badges_74541.htm|clicking here]] or at retailers carrying Avery products.</note> <note important>The Avery part number for badges that you need is is #5392 and uses template number #74541. They are 3” x 4” badge inserts (6 to a page) and can be found at Avery.com by [[http://www.avery.com/avery/en_us/Products/Name-Badges/Name-Badges/Top-Loading-Insertable-Name-Badges_74541.htm|clicking here]] or at retailers carrying Avery products.</note>
  
-==== Email ====+==== Email Badges ====
 {{:accutraining:manual:email.png?nolink&75 |}}Now you can even **Email** the **Badges** out to your **Employees** so they can have them printed and ready to go when they arrive for training!  This allows you to easily email all the badges in PDF format to the users. {{:accutraining:manual:email.png?nolink&75 |}}Now you can even **Email** the **Badges** out to your **Employees** so they can have them printed and ready to go when they arrive for training!  This allows you to easily email all the badges in PDF format to the users.
  
 As this is intended for emailing the **Badges**, each one is placed in a different file. If you want all the badges in a single file, use the **Print Badges** option instead. In both cases, depending on the size of your account, it might take several minutes to complete. As this is intended for emailing the **Badges**, each one is placed in a different file. If you want all the badges in a single file, use the **Print Badges** option instead. In both cases, depending on the size of your account, it might take several minutes to complete.
  
-Once the badges are generated, you will be able to review the badges before sending them.+Once the badges are generated, you will be able to review the badges before sending them. Here is what steps you do in order to generate the emails: 
 +{{ :accutraining:manual:accutraining-workshops-badge-email-options.jpg?nolink&650 |}}
   - Select a badge template from the list of badges you designed.   - Select a badge template from the list of badges you designed.
   - Select the group of **Employees** the badges are to be emailed.   - Select the group of **Employees** the badges are to be emailed.
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       * **Only badges for specific user(s)**       * **Only badges for specific user(s)**
   - Click the **Email** button to review the badges.   - Click the **Email** button to review the badges.
-    * {{:accutraining:manual:badgeemail.png?direct&500|}}+    * {{:accutraining:manual:accutraining-workshops-badge-email-reviewandsend.jpg?nolink&500|}}
   - Finally after reviewing and writing the email message to be sent click the **Email Badges** button.   - Finally after reviewing and writing the email message to be sent click the **Email Badges** button.
  
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 The **Certificates** section is a really great tool to generate professional looking Certificates that can printed or sent to **Employees** who complete **Training Courses** and/or **Training Plans**.  Since you can completely customize as many Certificates as you want these can be customized for different completion levels or types. The **Certificates** section is a really great tool to generate professional looking Certificates that can printed or sent to **Employees** who complete **Training Courses** and/or **Training Plans**.  Since you can completely customize as many Certificates as you want these can be customized for different completion levels or types.
  
-==== Templates ==== +==== Certificate Templates ==== 
-This section allows you to create completely custom Certificates using either our templates or your own imagination.  Now you can even create a different design for different completion levels and/or types!+{{:accutraining:manual:certificates.png?nolink&75 |}}This section allows you to create completely custom Certificates using either our templates or your own imagination.  Now you can even create a different design for different completion levels and/or types!
  
-{{ :accutraining:manual:certificatetemplates.png?direct&600 |}}+{{ :accutraining:manual:accutraining-workshops-certificates.jpg?nolink&650 |}}
  
  
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 This is where you can fully customize your Users Certificates or just choose from several preset templates. This is where you can fully customize your Users Certificates or just choose from several preset templates.
  
-{{ :accutraining:manual:certificatedesign.png?direct&600 |}}+{{ :accutraining:manual:accutraining-workshops-certificates-templates-design.jpg?nolink&650 |}}
  
 On this screen you can design the Certificates for your Users. Using the following sections: On this screen you can design the Certificates for your Users. Using the following sections:
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     * **$Events$:** This displays the **Training Courses** the Employee is registered to.     * **$Events$:** This displays the **Training Courses** the Employee is registered to.
  
-==== Print ==== +==== Print Certificates ==== 
-This section allows you to print your **Certificates** you have designed in the **%%AccuTraining%%** software. As well you have many options as far who you want to print the **Certificates** for in this section.+{{:accutraining:manual:print.png?nolink&75 |}}This section allows you to print your **Certificates** you have designed in the **%%AccuTraining%%** software. As well you have many options as far who you want to print the **Certificates** for in this section.
  
-{{:accutraining:manual:certificateprint.png?direct&300 |}}+{{ :accutraining:manual:accutraining-workshops-certificate-print-options.jpg?nolink&300|}}
  
 This section allows you to print your **Certificates** you have designed in the **%%AccuTraining%%** software.  You have many options as far as what **User Role**, which **Certificate Template**, and even for only certain individuals or all of the **Users** that you want to print the **Certificates**. This section allows you to print your **Certificates** you have designed in the **%%AccuTraining%%** software.  You have many options as far as what **User Role**, which **Certificate Template**, and even for only certain individuals or all of the **Users** that you want to print the **Certificates**.
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 A confirmation screen will show at the bottom of the screen and click the **View Certificates** to print them out. A confirmation screen will show at the bottom of the screen and click the **View Certificates** to print them out.
  
-{{ :accutraining:manual:certificatesareready.png?direct&600 |}}+{{ :accutraining:manual:accutraining-workshops-certificate-print-results.jpg?nolink&650 |}}
  
-==== Email ====+==== Email Certificates ====
 Now you can even **Email** the **Certificates** out to your **Employees** so they store these electronically if needed and/or print them for their wall! Now you can even **Email** the **Certificates** out to your **Employees** so they store these electronically if needed and/or print them for their wall!
- 
-{{:accutraining:manual:certificateemail.png?direct&300 |}} 
  
 As this is intended for emailing the **Certificates**, each one is placed in a different file. If you want all the Certificates in a single file, use the **Print Certificates** option instead. In both cases, depending on the size of your account, it might take several minutes to complete. As this is intended for emailing the **Certificates**, each one is placed in a different file. If you want all the Certificates in a single file, use the **Print Certificates** option instead. In both cases, depending on the size of your account, it might take several minutes to complete.
  
-Once the Certificates are generated, you will be able to review the Certificates before sending them.+Once the Certificates are generated, you will be able to review the Certificates before sending them. Here is what steps you do in order to generate the emails: 
 +{{ :accutraining:manual:accutraining-workshops-certificates-email-options.jpg?nolink&650 |}}
   - Select a Certificate template from the list of Certificates you designed.   - Select a Certificate template from the list of Certificates you designed.
   - Select the group of **Employees** the Certificates are to be emailed.   - Select the group of **Employees** the Certificates are to be emailed.
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     * **Only Certificates for specific user(s)**     * **Only Certificates for specific user(s)**
   - Click the **Email** button to review the Certificates.   - Click the **Email** button to review the Certificates.
-    * {{:accutraining:manual:certificateemail2.png?direct&500|}}+    * {{:accutraining:manual:accutraining-workshops-certificates-email-reviewandsend.jpg?nolink&500|}}
   - Finally after reviewing and writing the email message to be sent click the **Email Certificates** button.   - Finally after reviewing and writing the email message to be sent click the **Email Certificates** button.
  
 ===== QR Labels ===== ===== QR Labels =====
-//Information about how to use this feature is coming soon!//+This is a printable sheet of 24 QR codes on 1-1/2" x 1-1/2" squares with the names and card numbers of each user in that **Employee Group**.  Recommended printing with //[[http://www.avery.com/avery/en_us/Products/Marketing-Solutions/Labels/Square-Label-White-Permanent-Inkjet-Laser-1_.5inx1_.5in-24-up-25-sheets_22805.htm|Avery® Easy Peel® White Square Labels 22805, 1-1/2" x 1-1/2", Pack of 600]]//. 
 + 
 +{{ :accutraining:manual:accutraining-workshops-qrlabels-print-options.jpg?nolink&650 |}} 
 + 
 +To quickly print all the **Users'** QR labels click the **Print** button. You can also filter based on individual **Users** or **Employee Groups** to get only the labels you want. 
 + 
 +{{ :accutraining:manual:accutraining-workshops-qrlabels-print-results.jpg?nolink&650 |}} 
 + 
 +<note>This can also be done in the teal box in the top right corner of the screen when editing the **Employee Group** to print the entire group or if editing the individual **User** you can print just that **User's** QR label.</note>