Using the Bsoft connector

The Bsoft connector allow the trainees to access the signing-in sheet in electronic format by scanning a QR code or clicking a link given by the application and signing it. The signing-in indicates the participation of the trainee to the training.

Akuiteo allows you to interface with Bsoft in order to find in your Bsoft space the courses and sessions created in Akuiteo and generate signing-in sheets for the trainees.

Prerequisites:

  • The company must subscribe to Bsoft.
  • The FC_EMARG_ELEC management rule must be enabled (see Managing management rules).
  • The V9FORMATION management rule must be enabled and the FORMATION_LIGHT pour activer la version Light field must be specified with the FORMATION_LIGHT value.
  • The organization must be created and synchronized to Bsoft (see Organizations).
DMF

180211 TRAINING INTERNSHIPS SYNCHRONIZE FOR ELECTRONIC SIGNATURE
1 A course can be directly created and synchronized to Bsoft in order to find it in the Bsoft space of the organization under the Training category.
1 Go to Training > Courses and to Edit > Create and synchronize to the electronic signing tool.
2 Specify the required fields to create the course (see Creating a course).
3 In the Technical area field, specify a technical area linked to an organization synchronized to Bsoft.

Note

When a course is synchronized to Bsoft, it is no longer possible to modify the Technical area field.

4 Click on from the action bar.

The course is created and synchronized to Bsoft.

When the course is modified in Akuiteo, the modifications are not automatically synchronized to Bsoft. It is required to do a new synchronization to Bsoft.

Prerequisite: The course must be created and synchronized to Bsoft.

1 Open the course and go to Edit > Create and synchronize to the electronic signing tool.
2 Modify the desired information.
3 Click on from the action bar.

The modifications are saved and synchronized to Bsoft.

Bsoft synchronization of courses can be done for multiple courses at once from the search results.

1 Go to Training > Courses and start a search for courses with a technical area linked to an organization synchronized to Bsoft.
2 Right-click on a selection of lines and select Synchronize to the electronic signing tool.

Courses selected are synchronized to Bsoft.

DMF

180329 TRAINING SESSIONS SYNCHRONIZE SESSION

Prerequisite: The Managed in interface box must be checked on the session record sheet > Session tab > Status code section.

1 A session can be directly synchronized to Bsoft when confirming it in order to find it in the Bsoft space of the organization.
1 Prerequisite: The session must be in the Programmed status.
1 Go to Training > Sessions and click on:
  • in the action bar?
  • Edit > New resp. session.
2 Specify the required fields (see From the Training menu).
3 In the Course field, select from the help list the course which is synchronized to Bsoft.
4 Click on from the action bar.
5 Go to Edit > Confirm and synchronize to the electronic signing tool.
6 Confirm the action.

The session is confirmed and synchronized to Bsoft. It is visible in the Bsoft space of the organization.

When a session is modified in Akuiteo the modifications are not automatically synchronized to Bsoft. It is required to do a new synchronization to Bsoft.

Prerequisite: The session must be created and synchronized to Bsoft.

1 Open the session and go to Edit > Modify and synchronize to the electronic signing tool.
2 Modify the desired information.
3 Click on from the action bar.

The modifications are saved and synchronized to Bsoft.

Note

When the session:

  • is in the Confirmed status,
  • is synchronized to Bsoft, and
  • and at least one person is registered to the session,

the following fields of the Session tab > Definition section cannot be modified:

  • Start,
  • End,
  • Duration (in days),
  • I.e. (in hours),
  • Starts on the afternoon.
DMF 1803** TRAINING SESSIONS *

When the training session is over, Bsoft allows you to generate a certificate for each trainee for the whole training session. It can be retrieved in the Desktop Application.

Prerequisite: The session must be in the Completed status and synchronized to Bsoft.

1 Go to Training > Sessions and open the relevant session.
2 Go to Edit > Generate the certificate.

The certificates are generated and available in the Linked documents tab of the session and on the record sheet of the contact.

The RecupFeuillesCollectivesBSOFT and RecupFeuillesIndividuellesBSOFT batchs allow you to retrieve signing-in sheets of the training sessions done and signed with Bsoft. The RecupFeuillesCollectivesBSOFT batch merge all the sheets in one document whereas the RecupFeuillesIndividuellesBSOFT batch only retrieve the sheets without merging it.

Reference

For more information about the RecupFeuillesCollectivesBSOFT and RecupFeuillesIndividuellesBSOFT batches, see RecupFeuillesIndividuellesBSOFT batch and RecupFeuillesCollectivesBSOFT batch.