How to work with Certifications

The Certification process enables your users to download a Certificate of Completion after completing a course. The first step when working with certificates is to review the look and feel of each certificate currently available in order to decide which one to use for any given course you’re creating.  When creating a course, the administrator can select a single certificate template from a list to assign to that course.

To review the certificates available, do the following:

Login as Administrator and click on Certifications tab on the Account & Settings option (1).

You’ll be taken to the Certifications window with 2 tabs and the Background tab showing.
You’ll notice a Certification drop down box with the “Classic” certificate showing.Below you’ll see that the 1st certificate background is highlighted. There are 4 default certificates named Classic, Fancy, Modern and Simple (2). These relate to the top 4 certificate backgrounds shown but there are many more certificate backgrounds (3) available to choose from. For any course you can use one of these defaults or you can create your own.

To create your own certificate, you can upload your own background image by clicking the relevant link (4) or you can use one of the supplied backgrounds and then click the Save as new button (5) and give the new certificate a name. This new certificate will then be available when choosing a certificate for a course. You can also preview your new certificate or any of the default certificates by choosing the certificate from the drop down box and clicking Preview (6) to display the layout of how it looks when printed.

You can change the wording on your new certificate. You do this by clicking on the Template tab (7) and changing the text embedded in the HTML. 

The colored tags (8) can be used to substitute system information such as users names, course names etc into the certificate so it prints the users name and course name. Any custom user or course fields that you may have created are also available as tags that can be added to the template.

Don’t forget to update any changes by clicking Update (9).

Be careful not to change the HTML tags if you are unsure as this will mess up the way the certificate displays. You can always click Reset to default Template (10) if you make a mistake that you cannot reverse.

To select a certificate for a course, do the following:

On the Admin interface, click Courses to edit an existing course

In the Courses selection window, select the course you want to apply certification for and click the edit icon for the course you want to edit. Scroll to the end and select the certificate template and the duration that the certificate will be valid for from the drop down boxes (11).

Once you’ve selected these for your course then click Update Course and your certificate is now ready for users for when they complete the course.

There is a notification that can be sent automatically every time a user acquires a certificate as well as when or before a certificate expires.
You can edit these notifications through the Events Engine->Notifications section.

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