Index
Speaking of certificates...
Certificates are available in the history of training courses/tracks or classes to students who successfully complete a course. They can be related to tracks, training courses and subjects.
In order to manage certificates, the Learning - Certificate management feature’s options must be enabled in the Platform ❙ Permissions feature of the Control Panel. In addition, in order to associate a certificate to a track, training course or subject, modification permission is also required for such items.
Pre-registered tokens allow you to add variable texts to certificates, which you can fill out upon issuance. You can use tokens to add fields such as username, date of registration, date of completion and training course name, among others – simply copy them to the certificate.
Check it out!
For the complete list of tokens that you can use in certificates, go to Tokens in certificates.
View certificates
01. In the main menu, place the mouse cursor over Learning.
02. Click Manage.
03. Place the mouse cursor over Manage.
04. Click Certificates.
05. View existing certificates.
You can find a specific certificate through the Search field located in the upper right corner of the window.
Add certificate
01. In the Certificates window, click New.
02. Enter the certificate name.
03. Click Select a file to find and select the image file to be applied as the background of the certificate.
04. In the field located below the image, add a sentence of your choice to the certificate.
05. After adding the sentence, drag it to the location of your choice in the certificate.
You can format sentences by applying styles, size and color, among other options.
Pre-registered tokens allow you to add fixed texts or texts that you can fill upon issuance, such as student name, training course name, and completion date. To check out all the tokens that you can use, go to Tokens in certificates.
To delete a sentence, select it in the certificate and click the Delete icon, which is displayed next to the formatting options after selecting the sentence.
06. After adding all desired sentences, click Save or Cancel if you want to discard the changes made.
Edit certificate
01. In the Certificates window, select the certificate to be edited.
02. Click Edit.
03. Make the changes to the content of the certificate.
You can change the background image and edit the data in the certificate. You can also download the current image.
04. Click Save.
Delete certificate
01. In the Certificates window, select the certificate to be deleted.
02. Click Delete.
03. In the pop-up message, click Yes to confirm or No if you want to cancel the action.
You can only delete a certificate that is not associated to any subjects, tracks or training courses.
Deactivate certificate
01. In the Certificates window, select the certificate to be deactivated.
02. Click Activate/.Deactivate.
03. In the pop-up message, click Yes to confirm or No if you want to cancel the action.
When you deactivate a certificate, it can no longer be associated to any tracks/training courses or subjects.
Activate certificate
01. In the Certificates window, select the certificate to be activated.
02. Click Activate/.Deactivate.
03. In the pop-up message, click Yes to confirm or No if you want to cancel the action.
When you activate a certificate, it can be associated to tracks/training courses and subjects.
Preview certificate
01. In the Certificates window, select the certificate to be previewed.
02. Click the Preview icon, located to the right of the line corresponding to the certificate.
03. View certificate issuance.
04. After viewing the certificate, click Close.
Attention!
This documentation is valid as of the 1.6.1 update. Previous updates may contain different information than what you see on your platform.
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