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Create or update trainee records from certification folders

Create or update trainee records from certification folders

Your certification folders without linked trainee records stall intake and delay invoicing. It creates or updates trainee profiles and queues billing entries so billing staff can act same day.

Create or update trainee records from certification folders

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Overview

When certification folders arrive without matching trainee records, intake stalls and billing slips downstream. This flow ensures every folder produces a created or updated trainee record plus queued billing and partner notification, so coordinators and billing staff can close intake tasks the same day.

Create or update trainee records from certification folders