Advice and answers from the SkyPrep Team

Search results for:Preparing Your Platform for Workflow Automation

Preparing Your Platform for Workflow Automation

Setup for Course Passed/Failed Triggers… In order to easily get your automations up and running, there are a few things you should do before starting… For example, if you want to create a trigger that is based on someone Passing a course, make sure that

What is Workflow Automation and What Can I Do With It?

Available on our current Premium and Enterprise plans, Workflow Automation is a feature that allows you… If you are on a plan that supports Workflow Automation, you can click here to access the Zapier integration

Enrollment Automation

Click Save once you're finished to enable the automation

Platform Self-Registration

Your platform can allow new learners to register themselves via the login page. This article covers how to enable the setting

Accessing Platform Settings

Most of your platform settings can be found by clicking on the cog icon, then on System Configuration

Uploading Material

This article explains how to add material to your platform… You can also Drag and Drop your files from your desktop onto the page, and we support up to 99 simultaneous… However, before attempting a large bulk upload, ensure that your internet connection is stable

Converting PDF Certificates into HTML

If you need to have your PDF certificate converted into HTML for use in your platform, read this article… If you require a PDF converted into HTML, you can send it over to your account manager… Note: we provide two (2) free conversions to customers who sign up for the Premium or Enterprise plans

Uploading Material

This article explains how to add material to your platform and also contains a video for easy reference… Material is any content you add to your platform, such as videos, PowerPoints presentations, and SCORM… All you'll need is the URL from your browser — no need for any fancy embed codes

Viewing Invoices

All of your invoices are saved and accessible directly from your platform as shown in this article… On the top right, click the arrow beside your name. Click on My Account

Using Checklists

Checklists are a great way to track tasks completed by your learners, as well as create a standardized workflow for testing, as shown here… Checklists help you track tasks completed by your learners… However, Checklists cannot be completed by Learners, so this serves only as a guide for what the Checklist