Focus onmanagement of training courses for certified accountants
The CROEC des Pays de La Loire wishes to automate the follow-up of the region's trainee chartered accountants, i.e. 300 trainees who complete their chartered accountancy training over a period of 3 to 6 years in the region.
1. Project start-up
The design studio can be used to configure any type of processing or task automation. At each stage, we will search for the module required to carry out the process.
2. Sending mail via mailjet
For the user, the first contact with the platform is by e-mail.
To do this, the platform uses a pre-configured external service (Mailjet).
3. Actions to be taken
On logging on to the platform, the user is presented with a screen of actions to perform.
It's a wizard that groups together the actions to be performed, the elements for doing them (documents, forms, etc.) and an interface for carrying them out.
On the screen, the registration form, created with the form generator.
4. Database registration
Responses to forms are stored directly in the database.
The database interface lets you carry out classic operations (search, add, delete, etc.).
Database registration can trigger other automatic tasks, configured via the studio.
5. Generate a PDF summary of the form
Once the form has been completed, a summary is produced by the platform.
This document will be one of those sent to the trainee for signature.
6. Save PDF to EDM
The platform features a document management system that can handle any type of file (pdf, word, spreadsheet, images, etc.).
7. Relationship management
Managing relationships is one of the difficulties of the project. Each trainee potentially has several supervisors and a controller. Plusieurs maîtres de stage et un binôme de contrôleurs.
We've created a "relationship" table to describe the links between users.
8. Rights management
Each supervisor must be able to see the trainee's documents and interact with them (sign the document, add a comment, etc.). More generally, everyone should only see what concerns them on the platform.
Rights management makes it possible to manage this aspect in great detail.
9. Signature request
The signature is requested automatically when everything is ready for its application. This is done using an external service. Once signed, the document is stored in the EDM. The "action" table records the fact that the signature has been activated.
The dashboard lets you customize the indicators that matter to each user.
It can also be used to display actions to be performed, partial table views (such as the "contact" table shown here), forms, etc.
You can have as many dashboards as you like, organized by theme.
11. Admin console
The admin console enables the administrator to quickly request actions from users (signature request, form to be filled in, etc.).
It also enables him to manage his business by sending emails, SMS, etc...
Expert training course
It saves time for all those involved, with the assistant organizing all tasks and the ability to find all useful information in the same place. And for administrative management, the platform is a game changer!