Tracking training certification expirations
Hi Zoho Community!
I'm looking for some input on the best and most efficient ways to track training expirations in Zoho CRM. I have a very specific workflow that I am looking for - my company offers trainings, and the certification expires every 2 to 4 years (depending on the class).
I need to be able to track the following:
- When someone signs up for a training course (and which one)
- Which class they signed up for
- Date they completed/passed their course
- Personal data for filing their certification
- First Name
- Last Name
- Email address
- Mailing address
- Telephone number
- Mobile number
- When do they expire
- Also triggers a reminder email 3-months prior to their expiration date
- I also want to keep a running log for each student of when they took all of their classes... so, in 2-4 years, when they re-certify, I do not want the new training record to overwrite the old training records... I want it to be added to the list of training records.
- We offer several different classes and the students can (and are, at times, required to) sign up for multiple classes. As such, multiple class records should be allowed for each student.
- We also need to be able to run reports for certificate generation purposes.
- .xlsx, .csv, and PDF formats are ok.
I'm not sure what the best or most efficient way is to accomplish this.
Looking forward to your responses and ideas!!
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