Our team relies heavily on certificates and retraining for managing compliance, but we've encountered several challenges that we'd like to see addressed in a revamped product. We need a solution that prioritizes automation and action without constant administrator involvement. Unfortunately, the current system has fallen short of expectations, leading to issues due to its limited functionality and poor integration with the parent system.
Our organization includes both union and non-union employees, each with unique requirements for training and certification renewals. Union employees are paid for their training and have strict conditions around renewal timing. The current setup is one-size-fits-all, which has caused problems. We’re forced to either enable or disable renewals for everyone, resorting to CSS workarounds to hide renewal buttons for some employees—this introduces its own UI/UX complications.
High Priority Requests:
- Cool-off Periods: Ability to set cool-off periods based on users, branches, or groups. Users should be prevented from renewing certifications before a set time or a specific period before expiration.
- Improved Renewal Notifications: On-screen notifications should be more visible, especially on renewal pages. Current text is too small, leading users to miss important information about training being archived and restarted.
- Recurring Notifications for Expired Certifications: We need persistent notifications for expired certifications, unlike the current system, where notifications eventually stop. This is in contrast to expired training, which can use a digest for ongoing reminders.
Additional key requirements include:
- Extensive API controls for all system features.
- Ability to award certificates and automatically update them upon API use or when administrators mark a user complete.
- Certification archiving rather than deletion or overwriting, ensuring a seamless tie between course completion and certification archival.
- Disabling "unenrollment" email notifications when users renew certifications to avoid confusion—this is especially critical, as these emails currently cause mass confusion during renewals.
