When you use a connection between an ERP and Edusign, you must be aware that it is strongly discouraged to create and/or modify elements directly on Edusign. If you proceed otherwise, you risk the deletion or duplication of your sessions/students/speakers. Edusign will not be held responsible for such use.
Functioning
The connection between Edusign and SC-Form is bidirectional. Two distinct streams of information coexist:
Downstream Flow 🛬 — Your schedule entered in SC-Form is automatically synced back to Edusign as attendance sheets (sessions, learners, instructors).
Upstream Flow 🛫 — Attendance data collected on Edusign (attendance, absences, excused absences, tardiness, early departures) is automatically synced back to SC-Form.
Synchronization Frequency
Downstream and upstream synchronizations are separate processes.
🛬 Downstream synchronization (SC-Form → Edusign)
Twice a day: between 11:30 a.m. and 2:00 p.m., then between 5:30 p.m. and 10:00 p.m. — Paris time
Synchronization schedules may vary slightly. We do not recommend making last-minute changes—it is best to make any changes at least one day in advance for a class scheduled for the following day.
Retrieves the classes, students, and instructors for the next 14 rolling days.
🛫 Upstream synchronization (Edusign → SC-Form)
Twice a day: between 11:30 a.m. and 1:30 p.m., then between 6:30 p.m. and 9:00 p.m. — Paris time
Send attendance and absence data from locked sheets to SC-Form.
Note: Only sheets that have been locked since the last synchronization are uploaded.
SC-Form Features
SC-Form is available in three software versions: Galia, Sofia, and Gessica. The connector works the same way for all three; only the connection point changes.
SC-Form organizes its data by company (required identifier). It is also possible to further segment by business unit within the same company.
The SC-Form API imposes a limit of 31 days per session retrieval request. The connector uses a 15-day window to ensure the reliability of transactions.
Installation
Prerequisite Information
Parameter | Description |
SC-Form API URL | The URL to access your SC-Form instance |
Username | SC-Form API Account ID |
Password | SC-Form API Account Password |
Software Version | Software version used (Galia, Sofia, or Gessica) |
Company ID | Your company ID in SC-Form (required) |
Sector | Allows you to filter by business unit within your company (optional) |
Edusign Token | The API token for your Edusign account. Available from your Edusign representative. |
Downstream options 🛬 — what flows back from SC-Form to Edusign
Data Scope; Limit What Is Synchronized
Option | Description |
Filter by region type | Include or exclude registrants based on their region type |
Filter by area code | Include or exclude registrants based on their region code |
Filtering by convention | Include or exclude registrants based on the internal number or customer reference number of their agreement |
Filter by analytical code for the route | Import only those courses for which at least one enrolled student has a corresponding analytical code |
Synchronization Without Agreements | Synchronize all registered users regardless of their agreement or company |
Multi-site | Separate your organization's entities into multiple Edusign accounts using the company ID |
Attendance Sheets; Adjusting Course Creation
Option | Description |
Customized Courses (Multiple Courses) | Separate personalized sessions into distinct courses on Edusign |
Default Room | Set a default room for all attendance sheets |
Default Speakers | Assign one or more default instructors to courses without an instructor |
Training Courses | Synchronize SC-Form Training Activities as Edusign Courses |
Learners, & , instructors; enhance profiles
Option | Description |
Type of student email | Choose which email account to use first (personal or work) |
Automatic Sending of Login Credentials | Automatically send an account creation email to learners |
Analytical Code in Tags | Insert the course code into the learner's tags |
Custom Fields for Learners | Synchronize additional data: admission date, discharge date, projected discharge date, early discharge date, lot number, CIR number, route description |
Main location featured in the tag | Add the speaker's primary location to their Edusign tags |
Groups and External Contacts
Option | Description |
Course Groups | Synchronize learner groups based on SC-Form learning paths |
Tutors / Apprenticeship Instructors | Import the tutor's information as an external contact |
OPCO | Upload OPCO information to Edusign |
Upstream Options 🛫 — What's sent from Edusign to SC-Form
By default, learner absences are reported for each archived worksheet. The options below allow you to enhance this report.
Option | Description | SC-Form Prerequisites |
Correspondence Regarding Reasons for Absence | Match each Edusign reason for absence with its SC-Form equivalent. A default reason can be set for unexcused absences. | The reasons are automatically fetched when the feature is activated through the Edusign administration interface. |
Delays | Record learners' absences as "delays" using a specific reason code. | Create the "late" reason in SC-Form and provide its ID to Edusign. |
Early Departures | Report early departures of learners with a dedicated reason. | Create the "early departure" reason in SC-Form, provide its ID to Edusign, and include it in the reason mapping table. |
To request activation of these options, contact Edusign via chat. Upon request, and depending on technical feasibility, other parameters may be considered.
🛬 Downstream synchronization — SC-Form to Edusign
Attendance Sheets
When you create or edit sessions in SC-Form, the associated information is sent back to Edusign in the form of attendance sheets:
Session name
Date
Start and end time
Training Room
Associated speaker(s)
Associated learner(s)
Sessions for which a participant's duration is 0 (exempt) are not imported.
Learners
A student is automatically created on Edusign as soon as they have a scheduled class within the synchronization window. The synchronized information is:
Last Name (required)
First Name (required)
Personal or work email address (required)
Phone number (optional)
Company, if the trainee is covered by an active agreement (optional)
Speakers
Similarly, a teacher is automatically created on Edusign as soon as they have a class scheduled within the synchronization window:
Last Name (required)
First Name (required)
Work or personal email address (required)
Phone number (optional)
Groups and external contacts (advisor, apprenticeship supervisor) can be synchronized according to the desired settings
Note: Individuals (students and instructors) appear on Edusign only if they have a scheduled session within the next 14 days.
🛫 Upstream Synchronization — Uploading Attendance Data to SC-Form
Functioning
Attendance sheets are signed on Edusign by students and instructors.
The document is archived (locked) on Edusign.
During the next upload, attendance data is sent to SC-Form.
Common Problems and Checks
Verification | Details |
The sessions do not appear on Edusign | Please verify that the sessions are properly scheduled for the next 14 days on SC-Form and that the company ID is correct. Also make sure that each session has at least one presenter and one registrant. |
Learners appear twice | Do not manually create learners on Edusign when the connector is active. Verify that the learner's email address is unique. |
Learners or instructors do not appear | They appear only when they have a class within the synchronization window (14-day rolling period). |
The companies do not appear | The company is imported only if the learner is linked to an active agreement in SC-Form. |
Absences are not being reported | Make sure the attendance sheets are properly archived (locked) on Edusign. |
The reasons for absence do not match | Check the reason mapping table configured for your account. |
Delays are not being reported | Verify that a delay reason identifier has been configured. |
If you have any questions or need support, please contact us and include the following:
The name of your organization
Your Edusign account ID (School ID)
A detailed description of the problem encountered
Downstream Synchronization FAQ.
If you still have questions about downward synchronization, a FAQ written by us can bring you even more answers. 😉
Upstream synchronization FAQ.
If you still have questions about upward synchronization, a FAQ written by us can bring you even more answers. 😉
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