The Goal: Create a roster document template that can be used with the Continuing Education Roster Report to generate proof-of-attendance rosters required by certifying bodies.
Before You Begin:
- Many certifying bodies (state governments, national organizations) require proof that an individual attended a training class. Roster templates in GrowthZone allow you to satisfy these requirements using the Mail Merge option on the Continuing Education Roster Report.
Step-by-Step Instructions
- Go to Settings, then navigate to Document Generation > Document Generation Templates.
- A sample roster called CertificationRoster.docx is provided. Make a copy of this document and edit it using merge fields, or upload your own file.
- See Setup Your Documentation Templates for full instructions on creating and managing document templates.
Common Pitfalls
- Merge fields not populating: Ensure the roster template uses the supported merge fields for the Continuing Education Roster Report. Unsupported fields will not populate during mail merge.