Option 1: Using OAP



  1. In OAP, run the Visit Report by opening Learner record and selecting Visit report and clicking  Run visit report





  1. Run visit report opens up PDF documents


  2. On top left corner look for Export report option




  1. This will give you options to save. Please Export this report as PDF (make sure that All Pages option is selected to save the complete report).




  1. When you click on the Export command button on screen it will download the document to your Downloads folder.




 


 

Alternatively, you can navigate to this document by Show all at the bottom right of your browser.

 

 

This will open a new tab, click Show in Folder



  1. Attach this report using Outlook and send the email to the associated recipients from outlook.



Option 2: Using STMS



1. Make sure you are logging in to TMS.



 




2. Search for a learner using contacts search.




Open the Contact -> Training Record (left side panel under Additional Information)





Select Visits tab-> Create new visit



 


3.   Fill in all necessary details of the visit for the learner (contact).  Click on Save and close





4.   Once you are happy click Quick print (on LHS panel under Reports)





5.   Select the Visit report you want to send (if learner/contact had more than one visits saved) and click on Process (command button on bottom LHS).





This will prompt you with a validation message box – select Yes to open the PDF of the Visit Report document.






 


6. By default it saves the document to “C:\Users\<yourlogin>\AppData\Roaming\Fusion 5”. Attach this saved document to a new email from your Outlook and send it to the associated recipients from Outlook.




7. Alternatively you can email directly from TMS by selecting File -> Send File-> this will prompt for an email option.





 


Choose Default email application (Microsoft Outlook) - click on Continue (you can tick on remember my choice to avoid this extra step in future)




 


This will open an Outlook email with the PDF attached. You will need to enter the recipient’s email address before sending.


 









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