Registration & Certification

 

Introduction

The following video forms part of Bud's Client Education webinar series which provides an overview of the Registration and Certification Dashboard and how to bulk upload registrations and certifications.

Please note the webinar is recorded in premium mode if you are an essentials customer you may see some functionality you currently do not have access to. If you would like to upgrade please talk to your account manager. 

Short on time? The video index below highlights where key features/functionality are covered. 

Feature/functionality Time (min:sec)
Overview of the registration and certification dashboard 01:45
How to use the unregistered tab in the registration and certification dashboard 02:40

How to use the bulk update feature for registrations

Please note you can now access a bulk registration template using Bud's standard embedded reports suite (you no longer need to use power BI to access this information). Click here to find out more. 

03:58

How to use the ready to claim certificate tab in the registration and certification dashboard

05:33

How to use the awaiting certificate tab in the registration and certification dashboard. 

Please note you can now access a bulk certification template using Bud's standard embedded reports suite (you no longer need to use power BI to access this information). Click here to find out more. 

08:17
How to use the bulk update feature for certifications 09:25

 

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request