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FUNDAE documentation management and automation

Discover how FUNDAE can streamline your documentation management process and automate tasks to increase efficiency and productivity.

Available for all clients with trainings in SPAIN

 

 

This functionality allows you to automate the documentation required to subsidise training courses in Spain through FUNDAE. In order to justify this subsidy, it is necessary to send certain documents (as fillable templates), such as a satisfaction survey, and there are other optional templates, which include the FUNDAE logo, such as the certificate of attendance. In addition, there are other optional templates, which include the FUNDAE logo, such as the certificate of attendance.

 

Where to find these templates?

  1. Access the templates
    • In the side menu, click on Documents.
    • Select Document Templates (available for all clients with trainings in SPAIN)
       
  2. Available FUNDAE templates
    1. Satisfaction questionnaire (mandatory)
    2. Certificate of attendance (optional)
    3. Diploma (optional)

The variables related to the company and the course will be filled in automatically.

 

 

How to send these templates in an automated way?

To simplify the sending of this documentation, Factorial has designed a new workflow called Trainings.

  1. Course configuration
    • Make sure to mark that the course is subsidised by FUNDAE in the course creation process.
    • Select the desired workflow template (there is a default one, but you can create new ones according to your needs).
    • Fill in the FUNDAE-specific fields, such as the course code.
  2. Automatic sending of templates
    • Once the course is finished, each participant will be automatically sent the aforementioned templates, according to their completion date.
  3. Storage of the documents
    • After filling in the documents, they will be signed by the corresponding persons and will be automatically saved in the predefined folders, such as the FUNDAE Satisfaction Questionnaire folder.

Important note: Customisation of workflows

The default workflows can be modified according to the preferences of each company. The important thing is that the added steps are configured according to the end date of the course.

 

Upcoming feature: XML export

Soon, you will be able to download an XML file to upload it directly to the FUNDAE website.

 

 

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