The certification process lets your users 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.

 

Reviewing the available certificates

To review the certificates available:

• Log in as an Administrator and click the Certificates section (1)

• In the Certificates section, you will be able to view two tabs. The first tab contains a list of all your certificate templates (2)

• The second tab, Users (3), shows all the users in your system that have been awarded a certification, along with the status of this certification and other details about it (such as when it was awarded, when it expires, etc.)

 

Adding/Editing a Certificate Template

To add or edit a certificate template:

• Log in as an Administrator and click the Certificates section
• Click the Add Template (1) button or the edit icon (2) in the operations column of the certificate templates

• Provide a name for this certificate template (3)
• Choose the language for which this template will be valid (4). This way, you may have, within the same certificate template, a different template for each language

• You can format the certificate template using the XML content area (5)

Note: Have a look at our guide on how to customize a certificate for more information. 

• You can use a list of available tags (6) regarding courses, trainers, grade in courses, etc. Any custom fields defined will be displayed in the corresponding XML tags, that you may use for your certificate template

Note: If the course titles are long and you want to always show the same characters for all courses using this certificate, you can add an attribute 'truncated' to the <course> tag. Add truncated="XX" and a numeric value between the quotes. For example, to have the title of the courses truncated so that the certificate will show only 40 characters of it:

 <course font="Freeserif" weight="" size="28" truncated="40" color="#000000" x="5" y="133" align="center"></course>

 

• You can access some advanced settings by clicking the Advanced settings link (7)

• The first setting is the Image ratio, for any image you might be using in your certificate template, while the second one is the branch ownership of the certificate template

 

Assigning a certificate template to a course

After you have successfully set up your certificate template, you can use it to format the certificates for your courses. To do that:

• Go to the course's settings
• Click advanced settings and go to the certification option
• Select the new template from the certification scroll-down menu
• Update to save the course’s settings and to confirm this change

Find more information here: How to offer Compliance Training.

 

Certificate Notifications

eFront’s default notifications contain three notifications that concern certificates:

• Certificate issued: the notification sent automatically every time a user acquires a certificate
• Certificate revoked: the notification sent automatically every time a a certificate is revoked
• Certificate expires: the notification sent automatically before a certificate is expired

Note: You may edit the templates or details of the respective notifications in the Home > Notification section.