We've lots of exciting new features to show you in this month's update. You can watch the full video below.
Not into video? Not a problem, check out the post below and read about it all.
DX (Developer Experience)
We take an administrator and infrastructure-first approach to connect systems and processes that results in optimizing training operations and data synchronization across your business. In order to facilitate that, we have redesigned Administrate DX (Developer Experience) and added a load of new features for our code-loving, integration-obsessed friends.
Whether it is a full headless solution you are building, or you just want more control over the booking or learner experience, the starter guides will make sure you start on the front foot.
Head over to https://developer.getadministrate.com/ to experience DX in its full glory!
Here's an overview of what has changed:
- All 3 of our APIs are supported: Core, LMS, and WebLink
- Starter Guides for all 3 APIs
- Full API reference on each API
- Searching for your entity tells you which API it falls under
Training Operations - Administration
We have some awesome updates for you on the Administration sides of Administrate. This typically involves updates to our TMS. If you have any questions, please reach out to our support team and we can help.
We have been working on an industry-changing feature within the TMS called Scheduler.
Imagine a world where Administrate leverages all the training data you have inside the platform and can advise you on the most optimized schedule for your training. All at a click of a button. This feature has been in closed Beta for a while and from your fantastic feedback, we have made some updates.
There are just too many capabilities to list, but here is an overview video from Nick to show you what it is all about.
We have a few more capabilities to enable before we move to Open Beta in May, at which point you will all be able to get your mitts on Scheduler. Stay tuned.
Contact Audit Logs
We have made improvements to our Contact Audit logs. IT will now tell you any change made to the contact and importantly, who made the change. Even if the change is made by the API or by a learner in their learner profile in the LMS, it will let you know.
We've added this to our Contact Documentation here.
We had a lot of feedback from Administrators that when they wanted to add a new session, it took too many clicks. Furthermore, most of the time, the new session needed to inherit all the things the other sessions had (resources, instructors, custom fields). The only difference was the date and time.
Now you can duplicate sessions! This handy little time saver is documented here.
CRM Integrations - Salesforce
The biggest piece of feedback we have received on our legacy Salesforce integration was the inability to see what had synced and the ability to re-sync if a problem persists. When we investigated it, we decided it needed to be rebuilt using more modern technology. So using an iPaaS solution, we rebuilt it.
Not only can you still sync from Salesforce and choose what fields you want to be synced, but there is now a handy Integration Logs section in the Control Panel.
Reach out to our support team if you want to turn this integration on.
CRM Integrations - Microsoft Dynamics
How did you do that so quickly? Well, the beauty of our iPaaS solution is that once you have the recipe, it's pretty easy to bake another cake. In this case, the delicious cake is another CRM integration, but this time Microsoft Dynamics. It works the same way as our Salesforce one.
Reach out to our support team if you want to turn this integration on.
2-Way Calendar Sync
This is a big one. One of the biggest problems and black holes for Administrators is not knowing your instructor's schedule. We don't mean the events you've put them on, that stuff is a cakewalk. We mean other appointments they may have, such as dentist, doctor, or other personal appointments. Maybe your instructors are freelance, and you need to know when they are available. This 2-way calendar sync with Outlook does just that. It syncs to your Instructor Calendar and keeps you up to date, so your events run smoothly.
We have had some awesome feedback on this already, what are you waiting for, give us a shout to help you get set up.
Training Operations - Bookers
We have a few updates on the Booking side of Administrate. Typically, this section houses updates to any of our Booking flows, including but not limited to:
- Weblink (Hosted, Widgets and API)
- Booking Portal
- Approval Portal
- Training Passes
- Training Tokens
Pay By Tokens
Many Enterprise Training Companies have the concept of Training Tokens. By selling the Token ahead of time, you can secure a new line of revenue and forecast revenue better. But it all comes down to redeeming the tokens against your training. Now, within a Booking Portal or embedded catalog in your LMS, you can now allow your students to pay by Training Tokens.
Check out the documentation and video overview here.
We also have some awesome Administrate University content on Training Tokens if you are just getting started. Check out the module here.
Nothing gets the heart racing more than some news on how we handle Tax, right? Well maybe not, but even so, have you ever bought more than one of something, then found that once tax has been applied, you have a weird number 1p off? We noticed this trend and decided to do something about it. We have now applied the unit method for rounding, which simply means that each line item is taxed and rounded, giving the overall basket the correct price.
Training Operations - Learners
Training Pass LMS Expiry Override
Training Passes are a great way to sell a subscription-like service to your students. However, you don't want them locked out of their content once the LMS expiry has passed on the event. Worry no more, now with LMS events, the LMS expiry date will be dictated by the Training Pass expiry date.
Cancel LMS Registrations
Have you ever registered onto something by mistake and every time you log in, it is there… Reminding you. Taunting you. Annoying you. Well, we've started down the road of removing all those emotions by allowing students with a Training Pass to cancel off LMS events. We aim to further enhance this feature by allowing you to cancel from Classroom or Blended events, but we've a bit more research to do on that front.
Product Roadmap - Changes
The video at the top of this article will go into more depth as to what has changed on the roadmap over the past month, but here are the highlights. If you have any questions about any of the items below, please contact our support team.
- HRIS Integration (Workday)
- Manual Schedule Upload
- Registration Prevention
- LMS Integration (Workday)
- Course Template: Duration Settings
- Instructor Modal Improvements
- Weblink Widget (Configurable Catalog)
- Content Player Widget
- LMS Integration (Docebo)
- LMS Integration (Saba/CSOD)
- Saveable Event Filters
Did You Know?
Do you have multiple Communication Templates that house the same information, except for the attachments? Stop what you are doing, right now. Step back. Now check out this Administrate University Tip and Trick on how to use Dynamic File Attachments on your Communications.
It's one of those time-savers that you really don't appreciate until you implement it.
Head over to Administrate University and check out all our Tips and Tricks and see what you can implement today!
It's been another fast-paced month over here at Administrate. We look forward to sharing another update at the start of May. If you've any comments or questions, please feel free to leave them in the comments or contact our Support Team.