Approval Type

Filtering of recipients before issuing the certificates

Before a certain training commences the trainer has to share a QR code with the people attending it. The recipients will fill the form with data like name, email, course name, date, etc. (dynamic/ in-line dynamic texts.) This helps in adding the recipients to the certificates and issuing them. 

On the Trainer Module, we have two options. The admin and trainer alone or both can approve recipients.

If both are selected, then if the trainer approves first the software waits for the admin to also approve. But if the admin approves the recipient request directly, the status directly changes to approved and doesn't need the trainer's approval.

But if none of the options are selected the recipients will directly receive the certificates.

Note: This can be set/ changed by the Admin only.

How to set the Approval Type?

Go to Account Settings
Click on "Trainer Module" and look for the "Approval type".