Configuration
Tax Rates and Invoice Comments
Summary This guide explains how an Administrator manages tax rates and standard invoice comments in Viva Helix. Tax rate management is restricted to site administrators, while comments can be edited by users with the appropriate role. Step-by-step ...
Titles, Master Activities, and Cost Categories
Summary This guide explains how a Registrar or Admin manages Titles (e.g., positions, functions), Master Activities (global tracking of courses/sessions), and Cost Categories in Viva Helix. These settings organize data, billing, and training activity ...
Regions, Banners, and Companies
Summary This guide explains how a Registrar or Admin configures and maintains Regions, Banners, and Companies in Viva Helix. These entities structure the catalog, partner pricing, reporting, and user affiliation. Step-by-step Instructions 1) ...
System Notifications
Summary This guide lists all email notifications generated by Viva Helix: recipients, covered media (in‑class, seminar, webinar, online), triggers, and customization options (legal text, session “Instructions,” send delays). Recipient legend Buyer: ...
Client Platform Creation & Configuration
Summary This guide outlines how to create a new Vivaclient, configure general settings, set up the associated Moodle environment, and enable the required modules. Step-by-step Instructions 1) Creating the Vivaclient Name: enter the Vivaclient’s full ...
Diploma/Certificate Template & Background
Summary This guide shows how a root administrator configures the diploma/certificate template in Helix: adjust global settings, then upload certificate backgrounds for both French and English versions. Step-by-step Instructions 1) Sign in with root ...
Instructor Signature on documents
Summary An instructor’s signature can automatically appear on diplomas for sessions they are assigned to. This feature must first be enabled by an administrator. This guide shows how to add, replace, or remove the signature image from the instructor ...
Manage Skills and External Activities
Summary This guide explains how to manage skills and handle external activities from the registrar interface, as well as how students can view and request recognition for their skills. Step-by-step Instructions Registrar Section Manage skills Access ...
Switch Platform Language
Summary We improved language handling for a better user experience. By default, training site URLs are in French. If your site is French‑only, no action is needed. If you also provide an English version, ensure your links are configured correctly. ...