Document Template Issues
This section is for common issues that you may encounter regarding Document Templates on accessplanit.
Why is my sign-in sheet not populating correctly?
Note, do not include special characters in the file name of a Document Template, names should only be alphanumeric, if a file name contains a symbol, the template will break. if you are in any doubt at all, please contact the accessplanit support team.
Click here to view a flowchart to help you diagnose this problem.
In order for Document Templates to generate correctly through a workflow, the correct document need to be attached to the Course Templates. You can either:
Change the Document Template attachment on the workflow - action to match the course template.
Change the Register document (see below) on the course template to match the workflow - action attachment.
How do I know which merge fields I can use?
You can find a list of available Document Template merge fields in this section of the Helpguide. If the merge field you want is not currently available, you can submit a suggestion via our Product Suggestion Portal, and it will be reviewed by our team.
I can’t understand why the 'Course Label' is not pulling through on the certificate.
Always check that the Training Provider matches the Account Name listed on the Document Template. If the Training Provider is different to the Account name, this will not pull through. To check this, find the Course Date>Edit & check the Training Provider here
Then go to Document Templates and locate the Document Template you need and check the account matches.
Certificate button is not showing on ‘My Awards’
When the delegate has completed their course and the user award is set to ‘Completed’, this award will show in the portal.
However, in order for the certificate button to appear in the ‘My Awards’ section in the Learner Portal, an admin must do the following steps first:
Go to Users and search for the user.
Right-click and go to Courses.
Right-click and edit the course you want to issue the certificate for.
Click the blue Actions button then Generate Documents.
Select the relevant certificates from the Document Template list.
Select the Output Format as PDF and Generation Type as Issue to Delegate’s Learner Portal.
Click the green Generate button.
If only some awards on the portal are showing the ‘Certificate’ button, then these will be the only ones that have been issued, as issuing certificates to the portal on accessplanit is a manual process.
It can also be completed in bulk if you have a lot of users to issue certificates to at the same time. To do this, you need to go to a course date, Delegates, Select all the delegates, and select Generate Documents from there.