Edusign and Formeis: everything you need to know
Formeis is a management software for training centers, allowing for course planning, attendance tracking, and student management.
No more double entry! Your training data is automatically synchronized between Formeis and Edusign. 🥰
When using a connection between an ERP and Edusign, do not create learners, instructors, or course sessions directly on Edusign. Otherwise, you risk data deletion or duplication.
Synchronization from Formeis to Edusign
The integration allows Edusign to retrieve training-related data from Formeis.
This information is used to generate an attendance sheet on Edusign.
Then, you (or your staff) can have learners sign in. The sheet is ready and signed!
Finally, attendance and absence information is also sent back to Formeis.
Synchronization frequency
The connector automatically synchronizes every night.
During synchronization, information is retrieved from Formeis to Edusign, and attendances/absences are sent back to Formeis.
✅ Synchronization window: 2 to 5 rolling days
Courses scheduled for the next 2 to 5 days are synchronized. Those beyond will be visible later. Past courses are not synchronized.
If you need to force synchronization due to a last-minute change, you have the option to do so.
Installation
To install the integration between Edusign and Formeis, follow these steps:
✉️ Contact Formeis
The client must send an email to Formeis to request the connection.
💳 Connector cost
Installation fees
Annual fee (variable depending on the number of students)
Formeis can activate the connection for free as a test for 1 to 2 weeks before validation.
🚀 Information to be sent to Formeis
API key for the Edusign account
⏳ Setup delays
Minimum: 2 days
Maximum: 2 weeks (depends on Formeis' workload)
🔐 Technical recommendations
Use a clean account
Generate a new API key
Downward information to Edusign
📖 Attendance sheets
When a session is created or modified in Formeis, it is transformed into an attendance sheet in Edusign. Data includes:
Name
Date
Start and end time
Instructors
Learners
Room
👩🎓 Learners
Automatically created in Edusign if a session concerns them. Information:
Name (mandatory)
First name (mandatory)
Email (mandatory)
Phone (optional)
⚠️ All students are listed without distinction between active/inactive. Those prefixed with a * are inactive and should be archived in Edusign.
👨🏫 Instructors
Automatically created with:
Name
First name
Email
⚠️ Formeis distinguishes two tables: Trainers (internal) and External Instructors. Both must be selected for proper transmission and are grouped in the "Instructors" tab.
👥 Groups
Groups are not synchronized by name. They appear empty in the "Groups" tab but learners are properly linked on attendance sheets.
FAQ – Downward synchronization
Why do some sheets not appear?
Session out of scope
Lack of valid instructors/learners
Duplicate professor email
How to manage repeat students?
Their registration number changes: be sure to transmit the new class so they are accounted for.
Can groups be modified manually?
Yes, but do not use Excel import as it breaks synchronization.
The upward synchronization of attendance data 🛫
The standard upward synchronization from Edusign to Formeis allows for forwarding:
Learner attendance/absences
Instructor attendance
It is carried out at each synchronization, only for archived sheets.
⚠️ An unsigned session is considered unjustified by default.
Points of attention:
Absence reports are sent directly via Edusign and will automatically feed into Formeis without changes from Formeis
The reason for absence is sent, but not the supporting document yet
Features prioritized by nursing schools (IFSI)
✅ Sign-in via NFC tags (if a room) or QR Code (Student App)
✅ Absence management + supporting documents
✅ Dropout alerts (via attendance)
✅ Electronic document signing (rights, agreements...)
✅ Unsigned documents (attestations, convocations)
✅ Satisfaction surveys & internship feedback
Identified needs and requests
Possibility to segregate training via multi-accounts: not currently possible (1 API key per account)
Management of non-mandatory courses: need to avoid unjustified absences for unfunded students
Validation option before sending evaluations (to prevent their transmission)
Points of caution
Once setup is launched, data begins to be uploaded immediately
Email addresses are crucial for all contacts. Without it, information cannot be properly transmitted down.
No secure QR code available on the admin space
📅 Edusign setup recommendations with Formeis connector
Start with a clean account
Properly configure data transfer in order (Promotions, Instructors, Schedules...)
Activate options as needed (document signing, alerts...)
To go further
Visit our help center.
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