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 Certificates section (1).
In the Certificates section you will be able to view two tabs. The first tab contains a tabular list of all your certificate templates,
while the second tab shows, again in a tabular list, all the users in your system that have been awarded a certification along with the status of this certification and other details about the certification, such as when was it awarded, when it expires etc.
Adding/Editing a Certificate Template
To add or edit a certificate template, click on the Add Template (1) button or on the edit icon (2) in the operations column of the certificate templates.
When adding (the same goes for editing) a new certificate, the first thing you need to do is to provide a name for this certificate template (3). Then you may choose the language for which this template will be valid (4). This way you may have for the same certificate a different template for each language.
Next, you can actually format the certificate template using the XML content area (5). Checkout our guide on how to customize a certificate for more information. You will not that in your certificate template you may use a list of available tags (6) regarding courses, trainers, grade in courses etc. Moreover if you have any custom fields defined you will be displayed the corresponding xml tags, that you may use for your certificate template.
Finally there are some advanced settings you can access by clickin on the "Advanced settings" link (7).
The first setting is the Image ratio, for any images you might be using in your certificate template, while the second one is the branch ownership of the certification template.
Assigning a certificate template to a course
After you have successfully set up your certificate template you may use it to format the certificates your courses award.Just visit a course's settings, click on advanced settings a find the certification option.
Checkout more information in the following article: How to offer Compliance Training
eFrontPro default notifications contain three notifications that concern certificates. Those are
- Certificate issued
- Certificate revoked
- Certificate expires
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 or gets revoked. You may edit the templates or details of those notifications as well.