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Acting on Course Results

Recording a completion is rarely the end of it. Usually something should happen — a training requirement marked satisfied, a certificate issued, a renewal date set, a manager notified.

How results are picked up

ActiveManage signals every settled result, at the moment a learner's attempt ends, to the same automation you use elsewhere:

  • Table rules on the learner record, for straightforward reactions such as setting a field or sending an e-mail.
  • The Workflow Builder, where the reaction has conditions or several steps.
  • Custom code, where the reaction is specific to how your system works.

It fires once, at the end

The signal is sent when an attempt ends, not every time a learner saves their place. A course that saves forty times and then completes produces one notification, not forty — so it is safe to send an e-mail or issue a certificate from it.

What you can react to

The learner, the course, the outcome, the score, the time taken and the attempt number — plus the row in your own course catalogue, so you can resolve straight back to your own record.

Worked Examples

  • Certification: on a pass, generate a certificate document and e-mail it to the learner.
  • Renewals: on a pass, set a "next due" date twelve months out; a scheduled workflow chases anyone approaching it.
  • Access control: on a pass of the safety module, add the learner to the group that may book the equipment.
  • Escalation: on a second failed attempt, raise a task for the learner's manager.